Save your custom filters for your lists, optional accommodation and meals, better selection templates and much more…

In this article we would like to present you all the new features and improvements of the current SeminarDesk update from May 2021.

Mark room occupancy as "prepared"

From now on there is the status “Marked as prepared” for the room assignments. This status can be set via the info popup:

Room Assignment

Room reservations that have been marked as prepared are indicated by a “key symbol”:

key symbol for room assignments

Attendance fee templates

Under Administration – Templates – Attendance Fee Templates, templates for attendance fee price lists can be defined from now on.

Attendance Fee Templates

A new price list can then be created from a template in the “Attendance fees” section of the event. The templates are especially helpful if the attendance fees for different events are repeated and thus do not have to be created each time.

Add from template

Scheduled tasks for events and bookings

When editing an event, there is now the possibility to create so-called “Planned tasks” under the menu item “Functions”.

Planned Tasks

A “planned task” can be used to specify at a certain time for an event date which actions are to be performed with the bookings and/or guests of these bookings.

Add planned task

This function can be used, for example, to map the following use cases:

  • 10 days before the appointment, the invoice is to be generated, posted and sent by e-mail for all confirmed bookings
  • 5 days before the appointment, all guests with the status “Confirmed” should be assigned a specific label.
  • 2 days after the appointment all unconfirmed bookings should be cancelled.

Set default for country prefix for phone numbers

Under Administration – Setup – Settings, under the section “Currency and default formatting”, there is now also a selection list with country names. The country selected there sets the default for the country prefix for phone numbers in profiles. The new feature is particularly relevant for our international SeminarDesk users.

Country Prefix Selection

Structure report templates via "categories

A variety of different reports can be created with SeminarDesk. In principle, there are almost no limits here.

In order to better keep track of a larger number of report templates, they can now be structured using “categories”. When selecting a report template via the “Reports” action menu, the templates are then displayed in submenus based on the categories.

Categories for reports

Mark accommodation and meals as optional

When editing an event date, it is now possible to offer accommodation and catering not only as mandatory, but also as optional.

If this option is selected, participants can choose on the booking page whether they want to add meals and accommodation or not.

Optional meals and accommodation

Selection templates: Query bookings

Via the “Selection templates” under the menu item CRM, it is now also possible to evaluate the bookings of the profiles. This means that profiles can now be selected that have bookings for events with a certain label, for example.

Bookings or selection templates

Provide bookings/guests with an "identifier

From now on, guests and bookings can be tagged with an “identifier” – this can be any kind of text.

These “markers” can be used, for example, to assign a “title” to all bookings in a group so that they can be filtered later in the booking overview.
These identifiers or markers are therefore more suitable in these “one-off” cases than the “labels” that would first have to be created in the administration and which would then also be visible for other bookings.

Save custom filters for list views

List views can be customized in SeminarDesk depending on the respective needs. The selected settings were previously also saved in the user profile. Now you can also save any selected filter combinations to quickly restore a view that you need more often.

By clicking on “My Filters” the current view can be saved and named. Previously saved views or filters can be selected or managed (edited or deleted).

Save current filter

As always, we hope these improvements help you and look forward to your feedback!

Best regards from
Christoph, Simon and Jan.

New CRM features, dashboard, booking duplicates, favicon for booking pages, overwrite “price info” on booking page and much more…

In this article we would like to present you all the new features and improvements of the current SeminarDesk updates from March and April 2021.

Configurable dashboard

The April update unlocks a dashboard that is displayed immediately after logging in and can be accessed via the main menu link “Home”.

At a glance, you can see upcoming or overdue tasks, new registrations for events, the balance overview or current waiting lists and room occupancy. 

configurable dashboard
Dashboard

The dashboard can also be customized via the settings, i.e. dashboards that are not needed can simply be hidden or moved.

Configure your dashboard

New CRM features: selection templates, actions, address validation service, profile linking, consents.

With this update, new CRM functions have also been enabled. The main menu now contains the menu item “CRM”, which can be used to create selection templates and actions.  

The selection templates can be used to generate profile lists via filters, which can then be exported as an Excel file, for example, using the so-called actions.

Selection templates
Selection templates

Another new feature is the address verification service, which can be booked as an additional service. If this function has been activated, the “Address check” button appears next to the address in all profiles. 

Note: Since fees incur per query, this is a chargeable extra service. If you are interested in this function, please contact us via the chat or send us an email to [email protected]

Address check

Another new CRM feature involves creating consent types or checkboxes that appear in profiles.

Consent types

Consent can be given, for example, to contact customrs and attendees by e-mail, phone or mail. 

Notification of possible duplicates

Avoiding duplicates is a challenge in the planning and execution of recurring events or event series. SeminarDesk now notifies you directly during a booking if a  duplicate has been detected for the booker’s profile.

Booking dublicates

Clicking on the warning icon will then display a list of possible duplicates.

Additional information for event dates

In the event dates there are now more fields to store additional information:

This additional information can be displayed on the booking page or automatically integrated into e.g. all confirmation emails using the placeholder “[AppointmentAdditionalInformation]”.

Send cancellation invoices by email in batch mode

Within the batch mode for invoices, it was previously possible to cancel or process invoices more efficiently. 

From now on, cancellation invoices can also be sent directly by email, which was previously only possible through a further manual work step. 

The function can be found under the menu item Invoices and by clicking on “Batch processing”. 

Overwrite "Price info" for display on booking page

If the price info text automatically generated by SeminarDesk needs to be customized, this can now simply be overwritten in the Booking page settings section of an event date.

Here you will now find the text field “Price info”.

Price info display

The booking page will then display the entered text instead of the stored participation fees for the relevant event.

price info on booking page

Disable price range for accommodation/meals in the date selection

Under the web settings of an event, there is now the following additional setting for events that include accommodation and meals. If this option is active, the price range and an info popup with further details on the various accommodation options will be displayed during the date selection.

This is only relevant for dates where accommodation and/or meals are activated.

Favicon for the booking page

Finally, another graphical improvement of the booking page went online. 

From now on, a favicon file can be uploaded via Administration – Setup – Booking page and Emails – Booking page. The favicon will then appear on all events and booking pages.

favicon image

As always, we hope these improvements help you and your team and we look forward to your feedback!

Best regards from
Christoph, Simon and Jan.

Flexible attendance and accommodation dates, more features for the booking page, general tasks, HTML snippets and much more…

In this post we would like to introduce you to all the new features and improvements of the latest SeminarDesk update from February 2021.

Flexible attendance

From now on, it is possible to specify for each event date whether guests should be able to attend flexibly, e.g. on the event day(s) of their choice.

When activating this feature, the attendance period can be specified, i.e. a date for the latest start and the earliest end date. In addition, a minimum or maximum duration (in days) can also be defined:

Flexible attendance

Flexible Accommodation

Similarly, a flexible accommodation period can now be offered for event dates, allowing guests to arrive one day earlier or depart later.

By activating the checkbox “Flexible accommodation” in the event date settings, several options can be selected for arrival on the previous day as well as for departure on the following day of the event, such as “Without meals”, “With breakfast” or “With breakfast and dinner”.

Flexible accomodation

Meal plans on the booking page

In the booking page settings of an event it is now possible to specify which catering types, or meal plans respectively, should be offered for selection on the booking page.

Price levels on the booking page

The price levels that were already available for manual bookings since the last update can now also be selected by attendees on the booking page for an event. 

To do this, the respective price levels must first be activated or enabled via the administrative settings for the booking page, after which they can be selected via the booking page settings per event.

Mark event dates as an "online event"

To better display online or virtual events, it is now possible to mark event dates as “online event”. 

In the status email templates there is also the possibility to query with the expression {IfEmpty(IstOnlineEvent)} whether it is an online event and, depending on this, show or hide certain text blocks.

New editing view for event dates

With this update we have revised the editing view of the event dates. 

The menu item “Event details (function room rental, invoices, etc.)” has been completely removed. All additional information about an event can now be accessed via the menu item “Edit event date”.

New edit event date layout

Move bookings when appointment is postponed

If there are already bookings for an event date, the event date can now no longer simply be changed. For this purpose, the “Move event date period” function must now be used.

When moving an event, you can then choose whether bookings – in addition to other data such as room or equipment bookings and timetable entries – should also be moved automatically.

Move event date period

Improvement of the payment import: recognition of "booking numbers"

When importing payments, the automatic recognition of the booking number has been improved to speed up the process of assigning payments to bookings. 

Payment import improvements

HTML building blocks and snippets

Under Administration – Templates – General snippets, entire HTML blocks can now be stored as blocks – similar to what is already possible for email templates. 
These can then be used in the HTML editors of the booking page settings for events, so that recurring blocks do not have to be entered again and again.

Notes and tasks without reference to a booking, etc.

Until now, tasks and notes could only be created if they were assigned to bookings, event dates or other objects.

With this update, general notes and tasks can now be created without object reference.

By clicking on “Notes” in the upper right corner, you will now find the menu item “Create general task”. Here you can differentiate between notes and tasks as usual and also select the area, such as “General”, “Meals”, “Accommodation” and “Event”.

General tasks and notes

Notification by email when task is assigned

SeminarDesk can now send an email whenever a new task is assigned to a user. By default, this function is activated for all users.
This can be changed individually by each user at any time via the personal settings by clicking on the own user name in the top right corner and on “My settings”: 

Receive email about new task

Preventing the registration of more adult guests

Via the booking page settings it is now possible to define whether additional adult persons can be added during the online booking or not.

The new setting can be found in the “Booking” section of the web settings:

Adding additional adult guests

As always, we hope these improvements help you and look forward to your feedback!

All the best from
Christoph, Simon and Jan.

Guest types on booking page, credit notes, improved payment import, easy label management for profiles and much more…

In this article we would like to introduce you to all the new features and improvements of the latest SeminarDesk update from January 2021.

Selection of guest types on the booking page

From now on, the guest types stored in SeminarDesk, such as companion, participant, speaker, or assistant, can be selected by guests on the booking page.

To do this, the relevant guest type must be marked as “public” and the guest types must be activated for the event. The “External description” field can be used to enter an explanatory text that is displayed when the guest type is selected.

Registration guest types

Restore default layout of lists

To restore the default view or layout of lists, you can now simply click the “Reset Layout Settings” button above the list view.

Reset layout settings

This function removes all filters, returns columns to their original position, and shows data fields or columns that were previously hidden.

Create and post invoice in one step

For a confirmed booking, the invoice can now be created and posted at the same time in one step. For this purpose, there is now the checkbox “Post invoice” when creating an invoice.

Create invoice and post

Different email accounts for different events

From now on, multiple e-mail accounts can be stored in SeminarDesk and assigned when sending e-mails.

Within the e-mail settings – both in the standard settings and those of an event – you will find the new “Send via” selection. If several e-mail accounts have been created via the administration settings, the preferred account for sending this e-mail can be selected here.

Send via email account

Credit note as "Add item"

If we want to add more items or services to a booking, this can be done as usual under “Edit Booking” and “Actions – Add item”.

We will now see this new selection:

By clicking on “Default item such as accommodation or  individual service” there is now the option to also post credits.

add items as credit

"Reply-To" address when sending e-mails

It is now possible to define a different reply address for each e-mail account. The corresponding input field can be found under Administration – Setup – Booking page and e-mails – E-mail accounts and “Edit”.

define reply to address

Improved payment import

With this update, the payment import has also improved.

It is now possible after the upload to ignore or skip rows above the records and to assign the columns manually:

Batch edit labels simultaneously for multiple profiles

From now on, it is very easy to add one or more labels to persons or profiles. Labels can also be removed in the same way.
For this purpose, there is now a new button called “batch edit labels” above the “people lists”.

batch edit labels

After selecting one or more people, we can now select a label and replace, add or remove it.

Note: the labels must be created first via Administration – Labels.

batch edit labels details

As always, we hope these improvements help you and look forward to your feedback!

All the best from
Christoph, Simon and Jan.

Online accounts, flexible guest types, extra fields in list views, external booking page and much more…

In this article we would like to introduce you to all the new features and improvements of the latest SeminarDesk update from December 2020.

Online account for the booking site

Users of the booking page can now optionally create an online account, e.g. when registering for an event. And the next time they register, the registration form will be filled out automatically with their personal data after they have logged in.

Login pages

Flexible guest types

The guest types such as “speaker”, “participant” or “accompanying person” can now be freely defined and individually set.

For example, it is possible to specify that speakers are required to attend the event – in order to appear on the catering and kitchen list, for example – but that no participation fee is to be booked.

For the guest type “Participant”, on the other hand, the participation fee is booked and, like “Accompanying person”, it is marked as “Public”, which means that this guest type will also be offered for selection on the booking page in the future.

Web settings and email templates that differ from the standard

It is now clearly visible if settings or e-mail templates deviate from the stored default.

Differing standard settings

The green symbol indicates that the setting matches the standard. The yellow symbol, on the other hand, indicates a deviation from the standard. If you move the mouse over this symbol, the default value is displayed – which you can then apply to the settings of the current event by clicking on “Change to default” if desired.

Show extra fields in list views

Extra fields for persons, events and appointments can now also be displayed in the corresponding lists. For this purpose, the option “Show in lists” must be activated for the respective extra field. 

Display extra fields in lists

Reports by period: relative dates

In addition to a fixed start and end date, reports by time period can now also select relative time periods such as “Current week” or “Current month”.

Report by period

For example, you can save a link to the kitchen list of the current week or to the financial report of the previous month and do not have to select the period manually each time.

Link to external booking page with online booking disabled

If you utilize the booking page including the event overview but the actual online registration for the event is not made via SeminarDesk, you can now link to an external booking page.

To do this, the option Show detail page but no booking available must be selected in the web settings under “Detail page”. An external URL can now be entered, which will then be linked to right on the booking page.

New extra field type "Formatted text

In the extra fields for profiles or events and appointments, there is now a new type “Formatted text”, which can be used to enter HTML-formatted text.

formatted text html

Integration ESP (e-mail service provider) or newsletter tool

Until now, it was only possible to store the information whether the person wanted to receive a newsletter or not.

With the latest update, SeminarDesk can now be connected to an external newsletter tool, so that, for example, when registering for an event, the double opt-in process controlled by the newsletter tool can be started automatically or certain attributes of the person profile can be synchronized.

Currently, there is an integration option with the German provider CleverReach.

Please contact us if you are interested in connecting your newsletter tool with SeminarDesk.

As always, we hope these improvements help you and look forward to your feedback!

All the best from
Christoph, Simon and Jan.

E-mail blocks and snippets, revenue templates and invoices for persons and companies, moving bookings across event dates, and much more…

In this article we would like to show you all new features and improvements of the latest SeminarDesk November 2020 update!

"Waiting List" Emails

Under “Administration – Setup – Default Email Settings” it is now possible to define an email template for bookings with the status “Waiting List”.

When sending this status e-mail, a “report” can also be attached to all outgoing emails, e.g. as a fillable PDF file. 

waiting list email

Email Snippets, Email Blocks and Templates

From now on, e-mails can be created more quickly with the help of blocks or snippets. 

Click on Administration – Email snippets. 

Email snippets

An e-mail snippet can also be used as a placeholder if the checkbox “Placeholder” is selected. 

Finally, the “Active” checkbox must be checked and a click on “Update” activates the e-mail snippet.

To add snippets or placeholders to e-mails, we open a new batcvh e-mail and find the option: Insert text block

For the e-mail templates under Administration – Setup – Default email settings, the “placeholders” are used instead of the text modules:

Order of custom menus and pages on the booking page

The last product update already informed about the improved booking page with the option to create additional sub-pages and menus.

The usability has now been further refined, as it is now possible to easily arrange the menus and change the order.

The function can be found under Administration – Setup – Booking page settings in the section Custom web menus and pages

By clicking on Edit you can now define the order of the pages.

You may then click on an event date and its booking page settings. Double check your changes by clicking on Show booking page.

Cost templates and invoices for contact and company profiles

Orders and sales can now be assigned directly to persons and companies, either manually or by using templates.

In our example we have created the template “VIP Membership” under Administration – Revenue Templates:

Under Profiles – Show People we now find our VIP member and assign this revenue under the section – Other Revenues – now directly to the person.

We can now select the corresponding sales position and create an invoice.

List all guests (as opposed to bookings) for an event

Via Events – Show Dates there was until now only the possibility to display all bookings of an event date. Additional guests could only be displayed indirectly within a booking.

In the event date menu there is now the option Show all guests. This list will then only show those persons who are booked as guests for this event.

Move bookings to dates of other events

Bookings could already be moved from one date to another of the same event. This restriction has now been removed so that a booking can also be moved to a date of another event.

In the editing page of a booking, under Actions, you will find the option: Move to another date

As always, we hope that these improvements will help you and we look forward to your feedback!

The SeminarDesk team

User-defined booking pages, directions in confirmation e-mails, flexible meal types and much more…

We would like to showcase you all new features and improvements of the SeminarDesk update from 22nd October 2020!

Header text and image for the booking page

The online booking page can now be further customized:

Go to Administration – Setup – Default Booking Page Settings to upload a header image and text, or directly use the HTML editor to design your event booking page.

homepage editing

The header image can be a photo of your company, an image to promote a specific event or simply a graphic to improve the overall of the event overview page.

Custom menus and pages for the booking page

With this update you can now display pages and/or sub-pages on the booking page. For this purpose user-defined menus can be created under Administration – Setup – Custom web pages:

The booking page thus becomes a mini website with customizable drop-down menus for additional sub-pages in the drop right corner. In our example we created a More Information dropdown menu and a contact page.

Delete Event Dates

This is a rather small but useful improvement: from now on, events can be deleted as long as no bookings have been made.

When you click on “Edit Event” in the “Dates” section you can now find the option “Delete”.

delete event dates

External Accommodations

With SeminarDesk it is now possible to create external accommodations, assign these accommodations to the different event dates, and add external guest rooms. This feature helps, for example, when planning with external hotel room contingents.

Go to Administration – External Accommodation to create the external accommodations and their locations first.

When editing the (event) date details and scrolling down to the section “External accommodations”, you now have the possibility to create one or multiple room types and select the relevant accommodation – in our case: the City Hotel.

create rooms

After the room contingents have been created, they can be assigned.  When editing an existing booking just click on Rooms – Assign external room.

assign external room

Flexible Meal Plans

This October update makes it possible to define flexible meal types to easily change an attendee’s booking details or to make the meal selection available attendees on the online booking page.

Under Administration – Setup – Meal types the different options can be added in a first step:

In our case we want to offer the options full board and without breakfast.

If we now create a new booking, we can directly select the appropriate template using the drop-down menu Meal type:

booking meal plan

When opening the meal plan details, these catering settings are then automatically pre-selected for each day.

Note: With this function only meals for one event date can be removed. For example, selecting our option “without breakfast” will only remove meals that existed earlier or were originally activated for the event.

Directions as attachment in confirmation e-mail

It is now possible to upload directions as image and PDF files for external venues.

add directions

These directions will then be attached to all outgoing confirmation emails.

Set Payment Methods

Go to Administration – Setup – Payment Types, to collect payment information for each booking. Under the section Payment Request Fields add fields to request the preferred payment method and if necessary additional payment data.

On the booking page during registration, you can ask attendees whether they like to pay by direct debit, cash or bank transfer. 

Through this collection of payment data, a report can then be generated as a list showing, for example, which participants pay cash, which attendees will send the invoice amount via bank transfer and which participants should be debited by debit or credit card.

Published date from/to and start/end of registration on booking page

When editing an event date, it is now very easy to define from and until the event date should be published on the booking page. 

Additionally, a registration start date and end date can now be entered.

published from until

When entering a start date, the event date will still be visible on the booking page, but registration is not yet possible. Instead, the note: “Registration from” appears with the corresponding date. This can be very useful, for example, to market an event date and display it on the booking page even if the registration is not yet open. 

In the same way, a registration deadline can be selected.

In this case, a yellow “Registration until” notice will already appear on the overview page.

registration start date set
end notie

Automatically attach report to emails

This is a new function that allows you to automate work steps that would otherwise take a lot of time: 

Reports can now be automatically attached to confirmation e-mails (or other system e-mails). For example, attendee confirmations or certificates in PDF format can be automatically filled with all relevant attendee data and sent to the attendees.

In principle, there are no limits here, as reports can also be attached to all other e-mail campaigns, both for internal and external workflows.

The Add Report Template function can now be found for all e-mail templates in the Administration – Setup – Standard e-mail settings section.

add report template

Cost Templates

In SeminarDesk, costs can already be booked into an event. Until now however, this had to be done for each new event date manually.

From now on, new templates can be created under Administration – Cost Templates and then simply selected as a template in the Costs section of the Event Date – Event Details. The cost template can save you a lot of time and reduces repetitive work.

cost templates
add cost template

As always, we hope that these improvements will help you and we look forward to your feedback!

The SeminarDesk team

 

Statistics in the calendar view, e-mail notifications for new bookings, flexible price levels, and much more…

We would like to showcase you all new features and improvements of the SeminarDesk update from 16th September 2020!

Room Type Order On the Booking Page

The order of the room types can now be adjusted via Administration – Setup – Guest Rooms and Room Types.

Room type order

In the registration form on the booking page, the display changes accordingly:

room type order booking page

Statistics in the booking calendar view

In the booking calendar view, statistics are now displayed for each calendar day. This includes the number of families, adults and children as well as the number of rooms assigned.

Note: For a detailed display, simply hover the mouse pointer over the statistics field for a second and an info panel will appear.

calendar statistics

E-mail notifications for incoming bookings

One or more e-mail recipients can now be specified for notifications via the booking page settings of an event. 

With every online booking, an e-mail notification is sent to the address(es) stored there.

notifications incoming bookings

Note: To speed up the setup of future events, the recipient email addresses can be set as default for all events under Administration – Setup – Default Booking Page Settings.

Additional Fields For Events

Similar to the fields you can create for contact persons, you can now create extra fields for events under Administration – Setup – Additional fields. 

There are different field types to choose from available, such as text fields, date fields, numbers, Yes-No check boxes and drop-down menus.

Assign Contact Persons To Events

When creating an event, you can now assign one or more contact persons. SeminarDesk users can be picked via a dropdown if they are marked as contact person in the user administration section.

This feature can be useful to specify an (internal) contact person for event guests and who is responsible for event content and general questions.

contact person events

Finally, in the booking page settings of an event, you can use the “Show contact persons” option to specify whether the contact persons should be displayed on the booking page – similar to the speakers.

Select Time of Arrival/Departure For Manual Bookings

When creating a new booking manually, the arrival and departure time of the guest can now be changed or overwritten. 

This does not have to be done afterwards anymore if this information is already known during the booking.

arrival time booking

Language, Theme and Table Settings for Users

By clicking on your own user name in the top right-hand corner you will find the new menu item My Settings. Here you can, for example, save the settings for the guest rooms and booking calendars.

My settings

Flexible Price Levels

Under Administration – Setup – Price Levels it is now very easy to create price levels for different participant groups. In our example we have added the levels “Sponsors”, “Standard” and “Reduced”:

Price levels
edit price levels for guests

We can also define here which level should be the default (i.e. preselected) and whether the respective level should be available on the booking pages.

The price levels can then be used in the administration of the price lists as a further distinguishing feature in addition to guest age and room types. This way, different prices for e.g. “members” and “non-members” can be displayed with only one price list.

Note: The selection of a price level via the booking page is currently not yet possible, this will follow with one of the next updates. When booking manually, the price levels are already available for selection. And even when editing a booking guest, the price level can be changed afterwards.

Additional Meals

Under the new menu item Administration – Setup – Additional Meals, it is now possible to manually add meals for guests who are to be catered for without having a booking. These could be day guests or volunteers. Groups can be defined for this use case, in our case “day guests” and “volunteers”:

meal groups

Above the groups it is also possible to select which of the five standard meals should be available for the additional guests. 

additional meals

Under “Bookings > Additional Meals” you now have the possibility to enter the number of additional meals per day, meal and group. 

The additional meals are then included in the kitchen list or other reports.

additional meals booking

Additional Text for Accommodation Type on Booking Pages

Under Administration – Setup – Guest Rooms and Room Types an external description for individual room types can now be added.

This description appears on the booking page under the respective room type.

external description booking page

As always, we hope that these improvements will help you and we look forward to your feedback!

All the best, 
Christoph, Simon und Jan.

Customizable prefixes and titles, optional attendee profiles, updated user menu and batch e-mail campaigns

In this article we would like to show you all innovations and improvements of the current SeminarDesk update from August 2020!

Salutations and titles

You can now assign prefixes or salutations (e.g. “Ms”, “Mr” or “custom”) and optionally titles (e.g. “Dr”, “Prof” etc.) to attendee and guest profiles.

Titles and salutations for existing contacts can be changed by clicking on Profiles – Show all people – Edit. 

These dropdown fields are now also available when creating a new booking and in the booking form on the booking page:

Under Administration – Setup – Prefixes and titles you can define which salutations and titles should be available:

Optionally create profiles during group bookings

If a guest or participant is not yet in the system, a new participant profile is always created during a manual booking. Until now, this was done for the first participant as well as for all subsequent participants within a group booking. With the new checkbox “Create profile” it is now possible to determine whether a participant profile should be created for each additional guest or not. 

If you do not choose to create a profile, this guest will only be included in the booking with their name, sex and age.

Changes to the user and administration menus

As part of our August update, we have slightly modified the main menu in the upper right corner: Language, password and theme changes as well as the logout function are now available by clicking on the user name.

On top of that, a new “question mark” icon directs you to our help center. 

The link to the tasks and notes on the left side remains unchanged.

As some new functions went online in the last months, we have now also revised the structure of the administration menu. All settings that are defined especially at the beginning or before using SeminarDesk are now grouped together under the menu item: Setup.

Email Campaigns to all contacts

Until now, it was possible to send e-mails to all participants of a specific event date. We have now extended this function to make it possible to send email campaigns to multiple persons in your database – regardless of bookings and booking status. Up to 100 individuals can be selected under the menu item Profiles – Send batch e-mail:

The e-mail can include a subject line, text and the usual e-mail placeholders. If needed, you can also add an attachment.

As always, we are looking forward to your feedback!

All the best from us,
Christoph, Simon and Jan.

New tax rates, ‘valid from’ date for price lists, labels and external accommodation

We would like to share with you the latest features and improvements of the July 2020 Update.

Temporary reduction of tax rates

The new tax rates came into force on 1 July 2020. If you have decided not to adjust your prices, no changes to the SeminarDesk settings are necessary from your side. 

To easily update new price details or copy existing price lists, please read this Help Center article. (German)

New function: "Valid from" date for price lists

To make price lists more flexible, you can now first define a “valid from” date and then easily copy and adjust the price details within a price list. 

Labels for grouping events, dates, bookings and profiles

Previously, when creating an event, the event type and topic could be named using a text field. You can now also define and assign a label to an event.

The entries that are available here can be set up under the menu item “Administration – Labels”.

Note: In the coming updates we plan to replace the event type and theme with these labels and their freely configurable categories. No manual intervention on your part is necessary here.

Outlook: External Accommodation

Under the new menu item “Administration – External accommodations”, external hotel partners including address can now be created. This function is currently still under development. In the future, it will be possible to assign external accommodations to events and then assign them to guests bookings.

We will inform you as soon as this function is fully available with one of the upcoming updates!

As always, we are looking forward to your feedback!

Best wishes from
Christoph, Simon and Jan.