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News Prices Courses Documentation for the current version of edooboxThe participant CRM combines master data, bookings, invoices, account balances, tags, notes, and email history into a single file. This allows your team to respond to inquiries more quickly and work from a shared database.
Personal data, bookings, invoices, account balances, barcodes, notes, tags, and communication history are all consolidated in the participant dashboard. This prevents information from being scattered across spreadsheets, email inboxes, and individual bookings.
Additional participant fields, form logic, and placeholders ensure that the information collected is exactly what the administration, implementation, and communication teams need.
All relevant information remains visible where your team needs it in their day-to-day work: under "People," "Bookings," and "Communication." This allows questions to be answered more quickly and makes workflows more transparent.
Organize offerings into categories, control the number of spots and visibility per price category, and group formats across tags. This ensures that even a large range of offerings remains easy to understand for teams and participants.
All offers and participant details can be viewed and adjusted directly from anywhere. Recurring appointments are replicated more quickly, changes are communicated via email, and international offers can be managed effectively across languages, time zones, and currencies.
With the 3-tier authorization model, course instructors, administrators, and superadministrators each have clearly defined responsibilities. At the same time, participants can view their registrations and relevant data through their own accounts.
Personal data, bookings, invoices, account balances, barcodes, notes, tags, and communication history are all consolidated in the participant dashboard. This prevents information from being scattered across spreadsheets, email inboxes, and individual bookings.
Additional participant fields, form logic, and placeholders ensure that the information collected is exactly what the administration, implementation, and communication teams need.
Automatic emails, task emails, and templates are tracked by email address. Your team can see what was sent and when, and can answer questions with the necessary context.
Registration and financial data are not viewed in isolation. They remain linked to the participant's file and can be filtered, exported, or reused via interfaces.
When participant data, booking history, invoices, and outgoing mail are all consolidated into a clear interface, there are fewer follow-up inquiries and significantly faster back-office processes.
A participant list shows the people enrolled in a program. The participant CRM displays each person's information across all programs, including history, invoices, balance, tags, notes, and communication.
Yes. In addition to standard fields, you can use additional fields for text, dates, or files and reuse them in forms and email templates.
Yes. The duplicate search feature helps identify individuals who have been entered more than once and keeps the data sets cleaner.
Yes. Participants can be entered manually, imported, and assigned to courses or waiting lists.
Yes. Participant data can be reused in a controlled manner via exports and the REST API V2, for example for analyses, CRM, BI, or internal business systems.
Yes. Participant, booking, and financial data can be exported and used for reporting, reconciliation, or internal processing.
Yes. Using templates, tags, booking statuses, and email automation, participants can be sent targeted information without having to manually create each message from scratch.
Create your free edoobox trial account. Afterward, we'll work with you during a personalized online introduction to set up your first course offering.
