☰ Contents Page 13 of 27 · Bookings & money
Bringing bookings across
From the organiser's Help guide. This is the page an organiser reads inside their own admin, exactly as they see it. On the demo you can read it but not open the admin behind it.
Bookings → Import bookings
If you're moving from another booking system, you'll usually have people already booked on upcoming events. Import them so they're on your register and check-in list, and get your reminder emails, just like anyone who books here.
- Add the event here first, with the same price names you used before (e.g. Thriving / Striving / Surviving), so each person lands on the right price.
- Download the list from your old system as CSV. On Eventbrite: open the event, then Reporting → Attendees (or Orders), and choose CSV. On Bookwhen: open the event on Scheduling, press Attendees, then Options → Export to CSV (or Bookings → Options → Export attendances (CSV) for a whole term of classes at once). From Workshop Angel: the Arrival List or Response spreadsheet. Any other spreadsheet works too if it has each person's name and email.
- Upload it on Import bookings, choose which of your events it's for, and check the preview. If the file covers several events, or several dates of a weekly class, you do them one at a time; each date goes into the matching event here, so add those dates first.
- Press Import. Nobody is emailed.
- Safe to repeat. Anyone already booked on the event is skipped, so uploading a newer list later only adds the new people.
- Refunded, cancelled and transferred places in the file are left out.
- Who booked for whom. When one person booked for others, the booking is in the booker's name with everyone's names listed on it.
- Money. Imported bookings show as Paid on previous system. They hold a place but no money moves through Book the Circle, and there's no platform fee on them. Guests can't cancel them online for a refund; if someone needs one, refund them on the old system and cancel their booking here.
- Phone numbers and notes from the file go into each booking's notes.
- Only a full admin can import.