Booking
Session or seminar.
Segment
Coaching and seminars: booking, registration and payment in one flow across the U.S.
Prices are quoted in CAD, GST/HST shown separately where it applies, and the scope is fixed before work starts. Coaches and seminar providers often arrange sessions by e-mail, chase payments and prepare certificates by hand. Online booking, prepayment and automatic documents gather this work, and participants see the process in one place.
- English and community languages
- Pupil data and PIPEDA in mind
- Roles and access log
Flow
The participant picks a session or seminar date, prepays and receives a confirmation e-mail. For online, the meeting link is added automatically; for on-site, the address.
A reminder e-mail goes out before the session.
Documents and records
After a seminar the attendance certificate is prepared from a template. Coaching notes are kept separate, protected and open only to the authorized person.
Invoices can link to the Stripe flow.
Your benefits
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Canadian-specific points
Your GST/HST (GST/HST) status and the invoice format are clarified with your accountant. Personal data such as coaching notes is protected with the PIPEDA in mind.
Frequently asked questions
Can it be both online and on site?
Yes; the format is chosen per session and the link or address is added to the e-mail.
Is prepayment mandatory?
No; prepayment, invoice payment or payment on site can be set by rule.
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