3.1 Tutorial: Booking System
EdumapsIntroduction
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✔️ With the booking system, you can assign a booking appointment to each box. This allows for quick and easy creation and organization of courses.
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This is usable for:
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- Courses and workshops
- Parent-teacher meetings
- Participation in sports events
- Meeting rooms
- Concert attendance
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✔️ The booking system is powerful and can save you a lot of time.
📑 Table of Contents
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- Activate Bookings
- Booking Process
- Who can book?
- Until when can you book?
- View Participant List
- Remove Participants from Course
- Participant cancels Course
- Finish Course
- Certificate of Participation
- Short Description for Certificate of Participation
- Own Logo for Certificate of Participation
- Automatic Emails
- Export Participant List
- Export Participant List of all courses on a map
- Overview: “My Bookings”
- Cancel course (by provider)
- FAQ
1
Activate Bookings
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You can easily convert a box into a course.
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- The box title becomes the course title.
- The content of the box becomes the content of the course.
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To do this, activate the option “Allow Booking” in the box settings:
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Then enter the start time of the course in the input field. Optionally, you can also enter the maximum number of participants.
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Click “Save Box”. – Congratulations, your course is now activated.
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Note: This option cannot be enabled by students or anonymous users.
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⚙ activate
2
Booking Process
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Once you have finished setting up your map and have enabled bookings for one or more boxes, you can distribute your map via a link.
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The users visiting your map will now see a booking button directly on the box:
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If the user clicks on the blue booking button, they will receive the following message:
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If the user confirms by clicking "Book", they will be successfully enrolled in the course.
- The appointment can now be found in the user calendar.
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A "Booked" label appears on the box.
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⚙ process
3
Who can book?
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Booking is possible for users registered on Edumaps, but also for anonymous visitors.
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If a user is logged in, they can click directly on the book button and will be enrolled in the course.
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If an anonymous visitor clicks on the book button, two options will appear:
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- log in with an account
- book directly with email
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If the user then clicks on “Book directly with email”, they can enroll in the course by providing their name, institution, and email.
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In this process, a basic account is created for the user. This is necessary for the following functions to work:
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- Canceling the booking
- Automated participation certificate
- Reminder email 24 hours before the course starts
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⚙ whocanbook
4
Until when can you book?
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An enrollment is possible until the course begins. The “book” button will be displayed up to 1 hour after the set course start. After that, it will be hidden.
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This 1-hour grace period has been set in case someone decides to participate at short notice.
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To enforce a registration deadline yourself, you can activate the “Full Protection” under “Protect Box” in the box settings, then no further registrations will be possible.
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For the map owner, a Finish button will appear instead of an enrollment button after the course time ends, allowing them to end the course.
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⚙ deadline
5
View Participant List
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As a course instructor (map owner), you can view all participants for a course by switching to Edit Mode and then clicking on the button with the counter:
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All other editors (as long as they are not anonymous) can also access the participant list in edit mode.
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The list of participants then looks like this, for example:
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⚙ viewparticipants
6
Remove Participants from Course
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You can remove participants from the course at any time by opening the list of all participants and then clicking on the remove icon for the respective user:
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⚙ remove
7
Participant cancels Course
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Each participant can deregister from the course by simply clicking on the “Booked” button:
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⚙ cancel
8
Finish Course
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If the time of your course is in the past (at least 1 hour old), in edit mode a “Finish” button will appear instead of a “Book” button.
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This is only displayed to the course instructor (map owner).
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If you click on the “Finish” button, the following dialog appears:
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There you can also view a preview of the certificate of participation.
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If you confirm by clicking on “Finish Course”, the following appears:
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An email with a link to the certificate of participation will be automatically sent to all participants.
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⚙ finishcourse
9
Certificate of Participation
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When a course is finished, each participant automatically receives an email with the certificate of participation.
- Each participant can also find the certificate of participation under "My Bookings".
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In the last column, the user can view and print the certificate of participation.
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⚙ certificate
10
Short Description for Certificate of Participation
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If you want to insert only a brief description instead of the full description into the certificate of participation, you can do it as follows:
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- Edit your box content (course content).
- Go to the end, insert a blank line and then three hyphens
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on another line. - This creates a horizontal line. It serves as a separator from the detailed description above to your new short description.
- Save the box.
- Now, only the text below the horizontal line will appear on the certificate of participation.
Description for box on map
---
Brief description for certificate-
⚙ description
11
Own Logo for Certificate of Participation
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If you want to place your own logo at the top right of the certificate of participation, it is relatively easy:
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- Edit your box content (course content).
- Go to the end of the text. Add two new lines.
- Upload your logo in the last line.
- Place two slashes
//
in front ofUPLOAD1
, so that it reads// UPLOAD1
. - This graphic will now appear as a logo. Check the preview of the certificate of participation.
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Make sure the graphic is in JPG or PNG format.
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⚙ logo
12
Automatic Emails
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A participant automatically receives the following emails:
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- Reminder email 24 hours before the appointment
- Course-finished email at the end of the course by the course instructor
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The final email contains a link with which the participant can print out a certificate of participation. This includes his name and all the descriptions from the box.
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⚙ emails
13
Export Participant List
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You can export the entire participant list by clicking on the “CSV Export” button.
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You can open the downloaded file in your spreadsheet program.
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⚙ export
14
Export Participant List of all courses on a map
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You can export the participants of all courses in a map as a single CSV file.
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- Enter edit mode.
- Click on the three dots in the map menu and select "Export map".
- In the dialog that opens, choose "Participants of all bookings (csv)".
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You can now save and reuse the generated CSV file on your computer.
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The export includes the course name, email, full name, and username of each participant.
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⚙ exportall
15
Overview: “My Bookings”
- On the “My Bookings” page, every user can see which courses he has already booked.
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There you can also open the booked courses again.
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#!overview
16
Cancel course (by provider)
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You can cancel the course as an owner by simply deactivating the “Booking system” option and saving the box. Alternatively, you can simply delete the box.
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Are all participants of a course automatically informed by email if I cancel the course?
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An automatic email is not sent by Edumaps, as this would lead to mass emails and our mail server would be blacklisted. The function could also be misused to generate mass emails. Instead, proceed as follows: Open the list of all participants. To do this, click on the participant counter on the box. This list will show you all email addresses. You can now copy the emails and send a message to all participants using your email program.
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Tip: If all courses in your map are canceled, you can export a CSV list of participants from all courses. You can find this CSV export under "Export map". You can then open the CSV file and copy the column with the emails.
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⚙ cancel-provider
17
FAQ
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In our FAQ, you will find answers to various questions:
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- Can we setup the booking module so that only users who are already registered can book the course?
- ill people who have not registered an account also receive a certificate of participation by email?
- When a user books a course via email, he is automatically logged in, other times he is not. What is the reason?
- As a course instructor, how can I add multiple students to a course later?
- Why is the “Book” button still visible when the course time is in the past?
- Can I set up recurring bookings?
- Can you hide the date and time in the booking module?
- Can all participants in all boxes of a map be reset at once?
- How can a completed course be activated again (box is marked with “Finished”)?
- Why is the booking option not displayed?
- How can I see an example or preview of a certificate of participation?
- We have activated bookings for a box. Who can view the participant list of the course?
- Is it possible to set limitations for rental systems and calendar bookings (booking only during specific periods or with 2-hour slots)?
- Why do I not see the finish button for the bookings of the box?
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⚙ faq