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How to add someone to the Register
How to add someone to the Register

Find out how to create bookings as a Mentor or add walk-ins after the session

Avida Hancock avatar
Written by Avida Hancock
Updated over a week ago

How do I add a walk-in to the register?

How do I create a booking for someone who is having trouble?

A Mentor can create a booking in the future or add someone to the register for a session that happened in the past. There are two possible methods for a Mentor to create a booking. A Bespoke Invoice or a Registration Record.

The choice depends on whether the booker is already your customer on Eequ.

What is an Eequ customer?

We consider someone your customer if they have connected with you on Eequ via a message or booking. You can ask a booker to message you via any listing to create a connection.

What is the difference between a Bespoke Invoice and a Registration Record?

A Bespoke Invoice is best πŸ₯‡

  • A booker will receive emails

  • A booker can manage their own booking

  • A booker can answer the checkout questions

  • A booker can pay

A Registration Record is second best πŸ₯ˆ

  • Bookers get no emails

  • Bookers do not have an Eequ account and cannot manage their booking

  • Mentors must answer the checkout questions (especially HAF)

Decided? Great, follow the links below to see a step-by-step guide

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