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SM101 - Registrations. Session 3 of 5 An ACEware Presentation. 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.

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sm101 registrations

SM101 - Registrations

Session 3 of 5

An ACEware Presentation

today s topics
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
What’s your favorite method?

Look Up Name, “Add Registration” button on Name screen

Look Up Course

Hit “Add Reggies” button on course screen

Look Up “Reggies” (Green Binoc)

Add button on the registration screen

source tracking code
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.

slide9

NOTE: New in 7.2.A

You may choose to make

RGSTATUS

A open entry field.

( See Reg Preferences)

Indicates the standing

of a registrant:

Guest, Participant,

Speaker, Panelist etc.

slide10

Reg Code & Misc Code:

Two customizable fields

Remember: all fields with +

Next to them are fields

YOU set up the valid

entry options

slide11

Indicates who will pay?

Registration, Firm, Other?

slide12

The course must be completed by

And the course was completed on

It’s all about the Preferences

What about the

Empty spaces???

slide13

CEU’s, Grade, Hours and Credits

pull from the course screen but

can be edited here.

Cert Date indicates the date

a certificate was printed.

slide14

One-click buttons

Give you quick reference

to other key components

of a registration

who approved this registration
Who approved this registration?

Capture the Approving Supervisor’s Contact

slide16

New

Feature!

New reg Add Time field

why group registrations
Why group registrations?

You do not need to group registrations if you are using company invoicing

slide19

Think of it as a way to do

a “Shopping Cart”

from Student Manager

Clicking the Group button (upper right corner) opens the Grouping Dialog Box.

Answer “Yes” to connect two or more registrations together for billing purposes

assign the proper fee s on the registration screen
Assign the proper fee(s) on the registration screen

Remember….

Course Fees are set

At the Main Course

Screen….

assign the proper fee s on the registration screen1
Assign the proper fee(s) on the registration screen

You CAN use the

Fee Preference on the Name Screen to Set “person level” special fees..

adjustments to fees

Set Adjustment Fee

  • Descriptions in CODES
  • Can use Quantity
  • (set via Reg Preferences)
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.

If you have a one-time adjustment reason…

Press Alt+4 for open text

show me get me the
Show me (GET ME) the $$$$

Move from the Registration

Screen to the Payment Screen

By clicking the Payments Button

slide25

By Default.. The total due is in the Pay Amount

YOU CAN CHANGE THAT!

Select your payment type:

Payment types may be

labeled on the preferences screen

slide26

Payment Notes

  • You can make multiple payments
    • Each with a different method
    • Pay part, Bill Part
    • Payments by different people
    • Use the Force.. Quick links
  • You can add notes
select a payment type and fill in the details
Select a payment typeand fill in the details

You can set up to 6 custom payment methods

(See Pay Preferences)

slide28

When you are finished adding

Pay detail, use this button to save,

Close AND print the receipt

slide29

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
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 Programs

Where a invoice needs to be

sent to a third party

changes to a registration you have choices
Changes to a registration?You have choices!
  • Cancel Reg - Refund all or a portion of $$$
  • Cancel Reg - Keep all of money
  • Cancel Reg –Transfer all $$ to Escrow
  • Transfer Registration
    • To a different class
    • To a different participant
if no payment has been made
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
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

new feature
NewFeature!

Confirm the Delete Option

when you

Dbl-Click on an additional fee

not a groupie
Not a “groupie”??

You can disable the grouping prompt on the Preferences screen

don t forget
Don’t forget . . .

Catalog Builder will help you up-sell courses with similar topics, as well as keep track of prerequisites

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