Note:
Go to Bookings > Attendee List to create attendee lists.
What settings regarding the attendee list can I make?
You can create attendee lists for your various offers and export them either as XLS, CSV or PDF file.
1. Select Filter options
You can add categories to your filters by selecting them under 'columns' first, clicking the respective check box next to the category.
Filters will then be available for the following categories:
- Product name
- Appointment Date
- Order Date
- Agent Name
- Pricelist
When you click the filter button on the top right the filter options will then open and you can select your desired settings.
Tip:
If you want to know how to create offers in general, follow this article
2. Define date range
You can decide to display the attendees sorted by 'appointment date' or by 'order date'. Afterward you select your desired time period to filter your list.
3. Attendee overview
After you have defined the products and time period, the system creates the required attendee list. You can afterward export this list as XLS,CSV or PDF file.
Below, you will find an example for an exported PDF file.
Below, you will find an example for an exported PDF file.
Tip:
We also offer statistic exports for a lot more functions. Make sure you check them out here.
Why is a certain product missing in attendee list filter?
The reason why a certain product as a filter is missing in the attendee list is that you changed the name of the product before. If you change the name of a product, the product name won´t be a filter anymore, if a new booking is placed with the new name. It depends if you find the bookings either with the old or the new name or both.
Example:
1. No new booking after changing the product name
- you change the name of a product from Berlin Tour to Hamburg Tour.
- since you changed the name there is no new booking for the Hamburg Tour.
= the product name filter 'Berlin Tour' is still available
2. New bookings after changing the product name
- a new booking for the new name 'Hamburg Tour'
- the product name filter 'Berlin Tour' is no longer available
= instead of 'Berlin Tour', you can choose 'Hamburg Tour' as the new product name filter
3. You want to create an attendee list with the attendees of both product names
- if you filter the attendees with the new product name filter 'Hamburg Tour', the attendees from both product names ('Berlin Tour' and 'Hamburg Tour') will be displayed.
Example:
1. No new booking after changing the product name
- you change the name of a product from Berlin Tour to Hamburg Tour.
- since you changed the name there is no new booking for the Hamburg Tour.
= the product name filter 'Berlin Tour' is still available
2. New bookings after changing the product name
- a new booking for the new name 'Hamburg Tour'
- the product name filter 'Berlin Tour' is no longer available
= instead of 'Berlin Tour', you can choose 'Hamburg Tour' as the new product name filter
3. You want to create an attendee list with the attendees of both product names
- if you filter the attendees with the new product name filter 'Hamburg Tour', the attendees from both product names ('Berlin Tour' and 'Hamburg Tour') will be displayed.