From the first seminar and the next course to attending an event: Participant CRM brings contact details, bookings, balances, tags and communications together in one record. Your team sees the event history and answers questions in the context of the registration.
All relevant information remains visible where your team needs it in everyday life: in person, booking and communication. This means that queries are answered more quickly and processes are more understandable.
Divide offers into categories, control the number of spaces and visibility per price category, and group formats across tags. This means that a large range of offerings remains understandable for teams and participants.
All offers and participant details can be viewed and adjusted directly regardless of location. Regular appointments are duplicated more quickly, changes are communicated via email and international offers can be managed operationally across languages, time zones and currencies.
Role- and resource-based permissions allow system roles and custom groups to be configured so that people only have access to the areas and resources they need. Participants retain access to their bookings and relevant data through their own account.
Personal data, bookings, invoices, balance, barcode, notes, tags and communication history are all together in the participant dashboard. This prevents scattered information in tables, mailboxes and individual bookings.
Additional participant fields, form logic and placeholders ensure that exactly the information that administration, implementation and communication need is collected.
Automatic emails, task emails and templates remain traceable per email address. Your team can see what was sent and when and can answer questions with context.
Accounting and financial data are not viewed in isolation. They remain connected to the participant file and can be filtered, exported or reused via interfaces.
Participant dashboard with master data, bookings, invoices, balance, notes and tags.
Predefined and additional data fields for forms, backend and email placeholders.
Duplicate search detects people who have been recorded multiple times and supports clean data sets.
Outbox makes automated messages and dispatch times traceable.
CSV import, tables, exports and API V2 make data usable in a controlled manner.
Manual entry supports registrations by phone, email or on site.
Set up user accounts to match your team's responsibilities. Roles and permissions control access to event and participant data.
Give each team member who uses edoobox their own account.
Assign appropriate permissions for the work areas each person needs. Not everyone needs the same access.
Connect suitable identity providers through SAML if your organisation wants to manage sign-in centrally.
A course, seminar or event may require different information. Choose suitable form fields and provide the information participants need before completing registration.
Define additional fields for your booking process and arrange them in the form.
Include your terms and conditions, privacy policy and other required information in the booking flow.
Use permissions, exports and API access to suit the tasks of your team and connected systems.
Team members see booking, payment and communication in context.
Custom fields, duplicate searches and tags reduce maintenance errors.
Participants can be used specifically for communication, evaluation and follow-up offers.
A participant list shows people in an offer. The participant CRM shows the person across offers with history, invoices, balance, tags, notes and communication.
Yes. In addition to standard fields, additional fields for text, date or file can be used and reused in forms and email templates.
Yes. The duplicate search helps to identify people who have been recorded multiple times and to keep data sets cleaner.
Yes. Participants can be recorded manually, imported and assigned to offers or waiting lists.
Yes. Participant data can be used in a controlled manner via exports and the REST API V2, for example for evaluations, CRM, BI or internal specialist systems.
Yes. Participant, booking and financial data can be exported and used for reporting, comparison or internal processing.
Yes. Participants can be specifically informed using templates, tags, booking status and email automation without manually rebuilding each message.
Yes. The participant record connects contact details with booking history. Your team sees which courses, seminars or events a person has booked and finds the related invoices and messages in the same context.
Create your free edoobox trial account. In a personal online introduction, we will set up your first course, seminar or event together.
