Participant management

Easily manage customer data

The participant CRM combines master data, bookings, invoices, balance, tags, notes and email history in one file. This means your team will answer queries more quickly and work with a common database.

Participant fileBooking historytagsDuplicate searchExports & API
Team manages participant profiles, booking history and communication in a CRM overview
Faster answers Team members see booking, payment and communication in context.
Cleaner data Custom fields, duplicate searches and tags reduce maintenance errors.
Better segmentation Participants can be used specifically for communication, evaluation and follow-up offers.
Overview

Bring together all relevant information per person

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.

Data quality

Adapt fields and forms to real processes

Additional participant fields, form logic and placeholders ensure that exactly the information that administration, implementation and communication need is collected.

In process

From the offer logic to the participant file, your back office remains in one coherent interface.

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.

edoobox calendar view with structured offers, categories and appointment overview
Clever division of offers

Structure offers precisely and still publish them clearly

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.

edoobox participant view with key figures, bookings and customer details in the CRM
Efficient administration

Keep access to customer details, bookings and offers online at any time

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.

edoobox user view with active account data and extended rights management
Advanced user management

Clearly separate roles, access and participant accounts

With the 3-tier authorization model, course instructors, administrators and super administrators work with clearly defined responsibilities. At the same time, participants can access their bookings and relevant data via their own account.

Core areas

Cleanly connect customer data, bookings and communication

Overview

Bring together all relevant information per person

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.

Data quality

Adapt fields and forms to real processes

Additional participant fields, form logic and placeholders ensure that exactly the information that administration, implementation and communication need is collected.

Communication

Keep shipping and processes traceable

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.

History

Process bookings and invoices related to individuals

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 CRM in everyday life

See customer data, bookings and communication in context

When participant data, booking history, invoices and outgoing mail come together in a clear interface, there are fewer queries and significantly faster processes in the back office.

Graphical CRM overview with participant profile, contact history, segments and booking history
Central file Contacts, bookings and balance in one place Outbox Shipping and process traceable per person Permissions Roles and access are clearly separated
Operational added value

Which CRM tasks edoobox solves directly in the booking process

  • 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.
Proof

Why the participant CRM is more than a contact list

Faster answers Team members see booking, payment and communication in context.
Cleaner data Custom fields, duplicate searches and tags reduce maintenance errors.
Better segmentation Participants can be used specifically for communication, evaluation and follow-up offers.
Frequently asked questions

Questions about participant CRM

What is the difference between participant list and participant CRM?

A participant list shows people in an offer. The participant CRM shows the person across offers with history, invoices, balance, tags, notes and communication.

Can I use my own participant fields?

Yes. In addition to standard fields, additional fields for text, date or file can be used and reused in forms and email templates.

Can edoobox detect duplicate contacts?

Yes. The duplicate search helps to identify people who have been recorded multiple times and to keep data sets cleaner.

Can I register participants without booking online?

Yes. Participants can be recorded manually, imported and assigned to offers or waiting lists.

Are there interfaces to other systems?

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.

Are there export options for participant data?

Yes. Participant, booking and financial data can be exported and used for reporting, comparison or internal processing.

Can I send targeted emails to participants?

Yes. Participants can be specifically informed using templates, tags, booking status and email automation without manually rebuilding each message.

Related areas

Matching functions for the same process

To the product overview