Bookings and events
Manage requests, confirmed places, capacity, changes and on-site check-in as separate steps.
A submitted form does not automatically mean a confirmed booking. Separate requests, availability checks, confirmation and changes so that participants and organisers see a consistent status.
The workflow
Define one registration
Decide whether each registration covers a person or a group. Keep headcount separate from response count and assign a registration reference.
Control capacity and confirmations
Check capacity using confirmed attendance. If you keep a waiting list, record its order and the response deadline for offered places.
Carry changes through to check-in
Match changes to the original registration reference, checking that old calendar entries are removed and new ones created. Keep attendance records separate on the day.
Choose your starting point
I need a registration form
I need capacity and waiting-list handling
I need calendar entries or check-in
I need session transfers and conflict checks
I need to reconcile confirmations and refunds
Templates for this workflow
Preview the examples before editing, copying or downloading.
Event registration and attendance
Separate requested places, confirmed places, waiting-list status and actual attendance.
Preview and use ChecklistAutomation preflight checklist
Check duplicates, failures, alerts and stopping procedures alongside the successful path.
Preview and use ChecklistAutomation recovery checklist
Check what was saved and sent before retrying a partially completed process.
Preview and useTools for preparing your data
Build a field mapping table
Map source fields to destination fields and record conversions.
Open tool →Related guides
Collect workshop applications with Tally
Collect applications for scheduled workshops with a clear session, party size and contact route.
Read the guide
Collect customer change requests with Tally
Use Tally to receive a requested change to registered details, while keeping identity verification and the actual customer-record update in the management process.
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Manage event registration and a waitlist with Make
Collect workshop applications and separate provisional seat candidates from a waitlist.
Read the guide
Track event attendance in Airtable
Separate registration from actual attendance.
Read the guide
Create Google Calendar bookings with Make: event IDs, changes and cancellations
Turn booking records into Google Calendar events with Make. Map start and end times, retain event IDs, and handle schedule changes and cancellation before inviting real attendees.
Read the guide
Build a booking-request app with AI
Build a booking-request app that separates intake, confirmation, capacity and cancellation.
Read the guide
Build an event check-in app with AI
Build event check-in with event-specific admission IDs, atomic entry records and an outage procedure.
Read the guide
Manage workshop session transfers without losing a seat
A workshop transfer affects two sessions. Build a request log that checks the original booking, reserves a destination place, and records the confirmed change before releasing the old seat.
Read the guide
Reconcile missing event confirmation emails
A missing confirmation message does not establish that registration failed. Reconcile the stored submission, destination address and notification history before resending or asking the attendee to register again.
Read the guide
Close event registration and preserve the final roster
Closing a form and freezing an event roster are different actions. Define the cut-off, reconcile accepted submissions, and keep later exceptions separate from the version used on the day.
Read the guide
Track event refunds from request to confirmed completion
Build an event refund register that distinguishes a received request, an authorised action and the payment provider’s result. Keep registration, payment and refund references separate throughout.
Read the guide
Prevent workshop room and equipment booking conflicts
Room bookings overlap when preparation and clearing time are omitted. Track room and shared equipment as resources, then review their full occupied intervals before confirming a workshop.
Read the guide
Notify participants when a workshop instructor changes
A changed instructor needs more than a website edit. Build a session-specific notice list that preserves message versions, verified recipients and unresolved attendee questions.
Read the guide
Route event accessibility requests to the right organiser
An accessibility request needs a clear organiser and a confirmed response, not an unrestricted note on the attendance sheet. Collect the requested arrangement and share only what each role needs.
Read the guide
Set retention and deletion checks for event attendee records
Attendee information persists in forms, registers, exports and email after an event. Inventory those copies, assign a retention decision and verify cleanup without confusing a deleted row with complete erasure.
Read the guideExplore another task
Enquiries and quotes
Build an enquiry process from intake and assignment to quotes and follow-up, with working tables and connection guides.
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Orders, stock and shipping
Connect order references, product codes and dispatch status to make fulfilment work traceable.
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Websites for shops and classes
Choose a website approach around menus, opening hours and trial-class requests, including who will keep the information current.
Explore the workflow