Offers
Plan and publish offers
Create categories, sessions, prices, waiting lists and registration rules.
Which guide do you need?
From your first idea to a booking
Getting started with edoobox
Set up a new account or create your first offer: these two guides take you through each step.
Your path to the first offer
Ready in 7 steps
- Choose a categoryGive your offer a suitable position in the offer tree.
- Create an offerCreate the offer with a unique name.
- Plan datesEnter dates and assign venue and instructor.
- Set booking parametersDefine registration deadline and available places.
- Set pricesConfigure the required price categories.
- Add contentDescribe content, target group and important notices.
- Check and publishCheck preview, status and a complete test booking.
Search guides
Describe the objective and affected object as specifically as possible.
Enter a keyword or task.
Participants
Manage bookings and people
Keep track of bookings, profiles, waiting lists, invoices and email histories.
Communication
Use emails, templates and placeholders
Set up senders, templates, placeholders, attachments and the outbox properly.
Payments
Check invoices and payment status
Understand payment methods, invoices, refunds, payment reminders and payment reconciliation.
Design
Design the booking process
Adapt booking pages, Design Manager, widgets, language and previews to your website.
Integration
Integrate edoobox into systems
Publish offers on the website and connect edoobox to tracking, API or external platforms.
Further everyday topics
Search with a task rather than just a term
Combine the object and objective, for example “rebook a participant” rather than just “participant”.
For a problem, also state the condition, such as “invoice outstanding despite payment”.
Use visible menu or field labels if you know them.
Open the best result and follow the linked related guides if needed.
This documentation's search finds help articles. For offers, bookings, participants or settings within the application, use the global search in edoobox.
Example: clarify an outstanding payment
An administrator searches for “invoice outstanding despite payment”. She first opens the payment reconciliation guide and follows it to invoices, transactions and the controlled sending of a payment reminder.
Example: send a Teams link
An instructor searches for “send Teams link in reminder”. The search leads to the guide for e-learning platforms, which explains additional text, placeholders, email and ICS together.
Example: check duplicate personal data
Support searches for “duplicate participant profile”. They open Avoid duplicates and check participant data, compare existing profiles and check names, email addresses, bookings and invoices before a new booking.
Set up memberships and extensions
Choose the appropriate workflow for your account and participants.
- Participant subscriptions: subscription manager, memberships and passes
- Price categories: prices, limits and membership requirements
- Plugin Manager: activate and manage extensions
- Export Manager: custom CSV exports
- Automations: set up rules
- Secure admin access with passkeys
Quick answers
Frequently asked getting-started questions
Where do I start with a new edoobox account?
First check admin access, permissions and organisation data. Then prepare email sending and create a manageable test offer. The guide Set up my new edoobox account takes you through the recommended sequence.
Must I configure every feature before my first offer?
Start with a complete, small booking process. Configure the required offers, forms, emails, legal texts and, where applicable, payments. Once the test booking works, extend the process. Getting started is explained under First steps.
How do I put my offer on my website?
Through Preview/Share, share a link or embed booking as an iframe. A plugin is additionally available for WordPress. The integration overview helps you choose and links appropriate guides.
Why can I not see a described feature in my account?
Available features depend on admin permissions, subscription and account activation, among other things. For extensions, activation status also matters. Have a superadmin check this. Plugin Manager explains availability, conditions and activation of extensions.
What should I test before publication?
Check preview from the participants’ perspective and perform a complete test booking. Check form, price, confirmation and documents used. If relevant, also test payment, waiting list or cancellation. Use the go-live checklist.