Know every participant. Find every booking. Maintain nothing twice.
Every online booking creates the customer automatically – with family, invoice recipient, SEPA mandate, tags, documents and the full history. Attendance, participant lists and certificates come out of the same system. Part of every plan, from €19 a month.
From the first registration to the certificate of attendance
No more spreadsheets nobody reconciles. In Kursimple every person exists exactly once – with everything you need to know about them.
Customer records that fill themselves with every booking
Salutation, title, company, address, two phone numbers, date and place of birth, customer number: everything a participant enters when registering lands neatly in the customer record. Companies as bookers and separate invoice recipients included.
- The SEPA mandate right on the customer: bank details and authorisation, documented with source and date – granted once, usable for every booking.
- A member flag: members redeem vouchers reserved for members – the club discount, for example.
- Coloured tags for segmenting, filtering and bulk mail: “autumn prospect”, “supporting member”, “parents' council”.
- Customer import from listsNew – upload a CSV file, map the columns freely, look at the dry run. Kursimple recognises customers who already exist, and only what you tick is imported.
- Your own extra fieldsNew for customers and participants – a text field, a selection or a checkbox, asked during booking if you wish and shown on the participant list.
- Column filters in every list – customers, participants, instructors, emails, newsletter. The filter stays as you page through.
Parents book, children take part – without a login for each child
The booker is not always the participant. You add family members as participants without a login of their own, and the invoice goes to the parents or to a separate invoice recipient. In the customer portal families maintain their own data.
- A family list of your own: who belongs to whom and who attends which course – at a glance.
- Customer portal with a login: “my participants”, “my orders”, “my history” and the profile – fewer questions for you.
- Documents per customer: contracts, records and consents sit with the customer, not in a filing cabinet.
- Customer history: invoices, cancellations, emails, certificates and consents are logged automatically, and you can add your own notes.
Record attendance, print lists, send certificates
You tick attendance off per course day – present, absent, with a reason from your own catalogue. Instructors do it in their own login. At the end of the course Kursimple creates the certificates of attendance for everyone at once.
- Certificates: a single or a collected PDF, sent to one person or to all, a template and extra fields per course – in your own layout if you wish (from the Plus plan).
- Participant list as a PDF with a signature grid for up to 16 dates and extra columns of your choice – plus the ESF format for funded programmes.
- Reasons for absence as a catalogue and an export of attendance – for funding bodies, the club committee or parents.
- Email to the course group straight out of the system: to individuals, a selection, all participants of a course or everyone with a tag – with a history.
Find duplicates, merge customers, anonymise after the deletion date
Anna Berg entered once with a private and once with a work email address? One click on “check duplicates” and Kursimple marks possible doubles in the customer list. Another click, a preview, and everything hangs on one customer.
- Duplicate checkNew – compares name, address, phone and email (8 fields) and marks matches right in the customer list.
- Merging customers with a previewNew – orders, invoices, history, documents, tags, attendance and vouchers are moved across.
- Anonymising after the deletion dateNew – deletion periods for customers, participants and instructors, with people who are due listed under “data protection”. Anyone with a running booking or an open invoice is not anonymised; invoices and statistics remain.
- Soft delete with reactivation: deleted by mistake does not mean gone.
What else participants & customers can do
For everyday office work, for your tax adviser and for data protection – all at no extra cost in your plan.
What course providers ask about participant management
Can parents book for several children without each child needing a login?
Yes. Parents add their children as family members and select them as participants at checkout. Invoice, confirmation and SEPA mandate all run through the parent account. Family booking is already part of the Start plan.
What happens to the data of former participants?
You set deletion periods – separately for customers, participants and instructors, between six months and three years. Once the deletion date is reached, you anonymise those people under “data protection”: name, contact details, documents and history disappear, while invoices and orders are kept for the statutory retention period. Consents are documented, and hosting is in Germany.
Can I bring my existing customer list across?
Yes. We move your customer list over from a spreadsheet, a CSV file or your old system. In the Pro plan the migration is included, otherwise on request. Duplicate entries from old lists you then find with the duplicate check.
All your participants in one place. Starting tomorrow.
Bring your spreadsheet along – in 30 minutes we will show you how it looks in Kursimple. Or set up your own test system in 30 seconds, free and without obligation.
Questions? +49 5931 990 99 10 · Mon–Thu 8:30–17:30, Fri 8:00–14:00 (CET)