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Manually Registering and Booking Participants

Not all participants register through the online booking form, such as those registering by phone, email, or fax. In these instances, participants can be manually entered into edoobox and, if necessary, directly assigned to an offering. This guide outlines the different methods for manual entry: using the Quick Menu, the customer table, or directly within the offering.

In the Main Navigation

The Quick Menu (accessible via the plus icon in the top right) provides direct access – from anywhere within the system – to two key functions:

Create Customer

  1. Open the Quick Menu and click on "Customer".

  2. Enter at least the mandatory fields: First Name, Last Name, and Email Address.

  3. Additional information can be added immediately or at a later time.

  4. Save the new record by clicking "Add".

The new participant is saved globally within the system, but without being assigned to an offering.

Create Booking

  1. Open the Quick Menu and click on "Booking".

  2. Search for an existing participant in the input field, or click "Create New Customer" to add a new record.

  3. Select the desired offering.

  4. Add the person to either the participant list or the waitlist.

Screenshot of edoobox, the online booking system. The image displays a section of the homepage with the Quick Menu open.
Quick Menu: Create Booking or Customer
Screenshot of edoobox, the online booking system. The image displays a section of the homepage with the "Add New Booking" window open.
Add Booking: Select existing customer or create new customer
Screenshot of edoobox, the online booking system. The image displays a section of the homepage with the "Add New Customer" window open.
Create New Customer: Enter customer information and add

Within the Offering

Participants can also be added directly within a specific offering:

  1. Open the desired offering.

  2. In the overview, click "Add Booking" or navigate via the "Participants" tab within the participant list or booking list.

  3. Search for an existing participant or create a new one.

  4. Add the person to either the participant list or the waitlist.

Screenshot of edoobox, the online booking system. The image shows a section of the offer dashboard and the area where a new booking can be created directly.
Offer Dashboard: Create a New Booking Directly from the Offer Overview

In the Customer Table

Participants can also be entered directly via the customer table.

  1. Click on the App Menu.

  2. Select «Customers»

  3. Click on «Add Booking»

  4. Search for an existing participant or create a new one.

  5. Add the person to either the participant list or the waitlist.

Screenshot of edoobox, the online booking system. The image shows a section of the customer table where a new booking can be created directly.
Customer Table: Record a New Booking

Email Dispatch for Manual Bookings (Admin Bookings)

In the Settings, you can define how automatic emails should be handled for manually entered bookings:

  1. Open App Menu

  2. Click «Settings»

  3. Open «Offers» Settings Section

  4. Admin Bookings - Set Booking.pdf Dispatch Settings

    1. Automatic Dispatch of Booking Confirmation for Every Admin Booking

    2. Display Dialog Box (Our Recommendation)

    3. Inactive (No Dispatch of Booking Confirmation for an Admin Booking)

Screenshot of edoobox, the online booking system. The image shows a section of the global settings for offers.
Global Settings: Define Automatic Mail Dispatch for Manual Bookings



Related Guides

Keywords for this guide

Booking | Participant Booking | Record Participants | Booking Confirmation | Add Participant