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SM101 - Registrations PowerPoint PPT Presentation

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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

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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

Adding registrations

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

Clicking any action buttonsaves the registration

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.

Registration details

Fields indicate who added the registration, who updated the registration and when

NOTE: New in 7.2.A

You may choose to make


A open entry field.

( See Reg Preferences)

Indicates the standing

of a registrant:

Guest, Participant,

Speaker, Panelist etc.

Reg Code & Misc Code:

Two customizable fields

Remember: all fields with +

Next to them are fields

YOU set up the valid

entry options

Indicates who will pay?

Registration, Firm, Other?

The course must be completed by

And the course was completed on

It’s all about the Preferences

What about the

Empty spaces???

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.

One-click buttons

Give you quick reference

to other key components

of a registration

Who approved this registration?

Capture the Approving Supervisor’s Contact



New reg Add Time field

Grouping registrations

Why group registrations?

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

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

Fees and Payments

Assign the proper fee(s) on the registration screen


Course Fees are set

At the Main Course


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..

  • 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.


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 $$$$

Move from the Registration

Screen to the Payment Screen

By clicking the Payments Button

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


Select your payment type:

Payment types may be

labeled on the preferences screen

  • 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 typeand fill in the details

You can set up to 6 custom payment methods

(See Pay Preferences)

When you are finished adding

Pay detail, use this button to save,

Close AND print the receipt

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 Programs

Where a invoice needs to be

sent to a third party

Create payment plans to pay off a registration

Canceling Registrations

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 . . .

Click “Canceled”

Then back out the amount owed by entering a negative adjustment

Refunds and the Refund Wizard

Use the Refund Wizard to return (or Escrow) fees already paid

Transfer some or all of the payment to another registration or escrow

You’ll find both options on the payment screen

Or, transfer the registration to another class or student

Special Case: Cancelling a Registration with an active BILLING…

Speed registration

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

A few helpful morsels . . .

Have ACEweb?…. And want to show “who’s registered”


Confirm the Delete Option

when you

Dbl-Click on an additional fee

Not a “groupie”??

You can disable the grouping prompt on the Preferences screen

Enrolling in Workshops . . . .

Don’t forget . . .

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



Join us next weekfor Part 4 of the Student Manager 101 SeriesHelp & Communications

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