Customer portal & instructor profile

My profile (customer portal)

My profile

Your own data with the provider: name, address, contact, login address and – if you want to pay by direct debit – your bank details. Changes apply to future bookings and invoices; confirm at the bottom with “Save changes”.

Two tabs: Master data (name, address, contact, login) and Bank details (IBAN, direct debit, invoice by email). Required fields are outlined in red as long as they are empty.

You do not change your password here but via “Reset password” – you then receive a link by email.

Master data tab

Name, address, phone, email and your login address.

First and last name and the contact email are required.

Bank details tab

IBAN, BIC, bank and the consent to direct debit – only necessary if you want to pay by direct debit.

Without bank details you pay by bank transfer after invoice.

Company

Company name, if invoices are to be addressed to a company – it then appears on the invoice above your name. Private customers leave the field empty.

For a different invoice address, contact the provider.

Salutation

Mr, Ms or Diverse – for the salutation in emails and on invoices.

Optional.

Title

Academic title, optional.

Appears in the salutation.

Member

Your membership status, assigned by the provider – members may receive special prices or vouchers.

Only the provider can change this.

First name

Required field – this is how your name appears on invoices and confirmations.

Please give the full first name.

Last name

Required field – this is how your name appears on invoices and confirmations.

Update it here if your name changes.

Date of birth

Your date of birth – needed for age-restricted offerings and some certificates.

The asterisk shows whether it is required.

Street

Street of your invoice address.

House number goes in the field next to it.

House number

House number of your invoice address.

With a suffix if applicable.

Postcode

Postcode of your invoice address.

Part of the address.

City

Your place of residence.

Part of the address.

Country

Country of your address.

Selection according to the countries enabled by the provider.

Phone

Landline number for queries from the provider, optional.

E.g. for short-notice changes.

Mobile

Mobile number so that the provider can reach you in case of short-notice changes (course cancellation, room change). Optional, but recommended.

Can stay empty.

Contact email

The address to which confirmations and invoices are sent. It can differ from the login address. A note below shows whether you receive newsletters.

Check the address carefully – otherwise invoices will not arrive.

Web

Your website, optional – for information only.

Can stay empty.

Comment

Notes for the provider that should be taken into account when booking.

Visible only to the provider's staff.

LOGIN email address

Your username for logging in. After a change you log in with the new address. The address must not yet be used by another account.

If you get an “already exists” message, choose another address or contact the provider.

Reset password

Sends a link for setting a new password to your login email address. The link is valid for a limited time.

No email received? Check your spam folder and check the login address.

IBAN

Account number for the direct debit, without spaces (e.g. DE89370400440532013000). Only necessary if you want to pay by direct debit.

The entry is checked for validity.

BIC

Bank identifier – usually optional for German accounts.

Found in online banking.

Bank

Name of your bank, for information.

Optional.

Direct debit

With the tick you grant the provider a SEPA direct debit mandate: invoices are then collected from your account. Enter your IBAN as well.

Without the tick you pay by bank transfer.

Invoice by email

Ticked = you receive invoices as a PDF by email at your contact email.

Without the tick, only by arrangement with the provider.

Further details

Details the provider would like to know about you in addition – the same ones it asks for when booking. With “Edit details” you change or add them.

Which details these are is determined by the provider. What you save here is already filled in the next time you book.

Participants (customer portal)

Participants

The people you can book courses for – e.g. your children or your partner. When booking you choose from this list who takes part. With the pencil you edit a person's details.

If a person is missing, the provider creates them for you or you add them in the booking portal when booking. Date of birth and address are needed for participant lists and age-restricted courses.

Further details

Details the provider would like to know about this person in addition, e.g. allergies or a swimming badge. With “Edit details” you change or add them.

These are the same details the provider asks for when booking. What you save here is already filled in the next time you book when you select the person.

Edit participant

Name, date of birth, address and contact of the person. Fill in address and contact only if they differ from yours.

Apply with “Save”; the changes apply to future bookings.

Salutation

Mr, Ms or Diverse – for letters and certificates. For children it can stay empty.

Optional.

Title

Academic title, optional.

Appears on certificates.

Member

Membership status of the person, assigned by the provider – can affect prices.

Only the provider changes this.

First name

Required field – appears on participant lists and certificates.

Please give the full first name.

Last name

Required field – appears on participant lists and certificates.

Even if it differs from yours.

Date of birth

Date or year of birth of the person – for age-restricted courses; required depending on the provider.

Be sure to fill it in for children's courses.

Street

Only fill in if the person lives somewhere other than you.

Otherwise your address applies.

House number

For the different address; otherwise empty.

Optional.

Postcode

For the different address; otherwise empty.

Optional.

City

For the different address; otherwise empty.

Optional.

Country

For the different address; otherwise empty.

Optional.

Phone

The person's own phone number; otherwise yours is used.

Optional.

Mobile

The person's own mobile number, e.g. for teenagers.

Optional.

Contact email

The person's own email address. If it is entered, emails and certificates go to the person instead of to you.

Leave empty for children.

Web

Website, optional – for information only.

Can stay empty.

Comment

Notes for the provider and the course instructor, e.g. allergies or who may pick up the child. Visible to the course instructor.

Only enter what is important for the course.

Place of birth

Only necessary if certificates or authorities require it.

Optional.

Privacy policy accepted

Confirmation that the person or their legal guardians agree to the data processing – a prerequisite for booking.

Without consent the person cannot be booked.

Save

Applies the details and closes the window. Required fields are outlined in red as long as they are empty.

The changes apply to future bookings.

Cancel

Closes the window without saving.

Entries are lost.

History (customer portal)

History

What has happened between you and the provider: orders, issued and cancelled invoices, emails sent, newsletter changes. With the button next to an email entry you open the email again.

This is how you find a lost confirmation or invoice again without asking the provider.

Orders (customer portal)

Orders

All your orders with status. Expand an order to see the booked courses, sessions, times and participants. Cancelled orders and items are grey or struck through.

If you want to withdraw from a booking, use the withdrawal form in the provider's booking portal (link in your order confirmation). You find invoices in the history.

My downloads

My downloads

Your purchased downloads with this provider – also earlier purchases without a customer account using the same email address. Click “Download”; an interrupted download can be resumed for a few hours without being counted again.

If a download is not yet enabled, payment has not yet been received. If you need more downloads than allowed, contact the provider.

My profile (instructors)

My profile

Your data as a speaker: master data, bank details for fees and the additional info (profile picture, pictures, description texts) that course participants see in the booking portal. Do not forget “save” at the bottom.

Whether you may change master data yourself is determined by the provider – locked fields are greyed out; contact administration in that case. Profile texts and pictures are worthwhile: they appear in the portal for each of your courses.

You change your password via “Reset password” (link by email).