Today’s Topics• Adding registrations• Registration details• Grouping registrations• Fees and payments• Canceling a registration• Refunds and the Refund Wizard• Transferring registrations• Speed registrations• A few helpful morsels
What’s your favorite method?
Look Up Name, “Add Registration” button on Name screen
Look Up CourseHit “Add Reggies” button on course screen
Look Up “Reggies” (Green Binoc)Add button on the registration screen
Source Tracking Code
Want to know how well your marketing performs?
Make sure you use the Tracking Code
Yes! There is a report to monitor reported results.
Indicates the standingof a registrant:
Guest, Participant,Speaker, Panelist etc.
NOTE: New in 7.2.A
You may choose to make
RGSTATUS
A open entry field.
( See Reg Preferences)
Remember: all fields with +Next to them are fields
YOU set up the validentry options
Reg Code & Misc Code:Two customizable fields
The course must be completed byAnd the course was completed on
What about the Empty spaces???
It’s all about the Preferences
CEU’s, Grade, Hours and Creditspull from the course screen but
can be edited here.Cert Date indicates the date
a certificate was printed.
Clicking the Group button (upper right corner) opens the Grouping Dialog Box.
Answer “Yes” to connect two or more registrations together for billing purposes
Think of it as a way to do a “Shopping Cart”
from Student Manager
Assign the proper fee(s) on the registration screen
Remember….Course Fees are setAt the Main Course
Screen….
Assign the proper fee(s) on the registration screenYou CAN use the Fee Preference on the Name Screen
to Set “person level” special fees..
Adjustments to fees…Unique circumstances call for a
fee adjustment. Coupons, cancellation fees, bad check fees – adjust the total owed
with the Fee Adjustment field.
NOTE:Fee adjustments can be a
negative amount for discounts.
•Set Adjustment Fee Descriptions in CODES•Can use Quantity (set via Reg Preferences)
If you have a one-time adjustment reason…
Press Alt+4 for open text
Show me (GET ME) the $$$$
Move from the RegistrationScreen to the Payment Screen
By clicking the Payments Button
Select your payment type:Payment types may be
labeled on the preferences screen
By Default.. The total due is in the Pay Amount
YOU CAN CHANGE THAT!
•Payment Notes
•You can make multiple paymentsEach with a different methodPay part, Bill PartPayments by different peopleUse the Force.. Quick links
•You can add notes
Select a payment typeand fill in the details
You can set up to 6 custom payment methods
(See Pay Preferences)
If you make multiple payments . . .
Make certain to click the “Add” button.Otherwise, you will be changing the
existing payment
Special Type of Registration:Billing Only
The “Billing Record” option creates a record for invoicing purposes, but is not
part of the enrollment count
Great for Contract ProgramsWhere a invoice needs to be
sent to a third party
Changes to a registration?You have choices!1. Cancel Reg - Refund all or a portion of $$$
2. Cancel Reg - Keep all of money
3. Cancel Reg –Transfer all $$ to Escrow
4. Transfer Registration1. To a different class
2. To a different participant
If no payment has been made . . .
Click “Canceled”
Then back out the amount owed by entering a negative adjustment
Speed registration
helps you enroll multiple
participants on a single course
This is particularly helpful when you
receive a list of participants after the
course has been taught
Don’t forget . . .
Catalog Builder will help you up-sell courses with similar topics, as well as keep track of prerequisites