While keeping track of information about your Events & participants in the “Self-Book” Dashboard, you can use the “Review Bookings” panel to export participant data from bookings as a .CSV file — with this exported file, you could even create email lists for each of type of “Self-Book” template submitted to you. You can export your participant data from the “Review Bookings” panel and the “Review Details” dialog in your Calendar.
Exporting Data from your “Review Bookings” Panel
First, open your “Self-Book” Dashboard by clicking on the “Self-Book” Dashboard icon next to the “Calendars” tab in the Left Panel. You can then go on to review individual Calendar bookings by clicking on the blue “Review” links on the right-hand side of your Starter “Self-Book” Templates and Customized “Self-Book” Templates sections in the “Self-Book” Dashboard. This will open up that template’s “Review Bookings” panel.
Once you click on the blue “Export List” link a .CSV file (a standard spreadsheet file format) will start downloading to your computer. You can open this file in Microsoft Excel or another spreadsheet software of your choice.
Exporting Data from your “Review” Details Panel
You can also access the details for your bookings directly in your calendar by clicking on the blue “Review” link provided next to booked appointments and group sign ups. This link will only appear next to your “Self-Book” Events in your Calendar once someone has made a booking for that Event.
Using this “Review” link gives you an administrator view of a booked Self-Book Form. In addition to providing details about an individual booking, you can also export participant data from an Event. Follow the steps in the image below:
Note: Only you and others that you have given the right to approve bookings will be able to see the blue “Review” link in your Calendar.