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.
SM101 - Registrations
Session 3 of 5
An ACEware Presentation
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
Want to know how well your marketing performs?
Make sure you use the Tracking Code
Yes! There is a report to monitor reported results.
NOTE: New in 7.2.A
You may choose to make
A open entry field.
( See Reg Preferences)
Indicates the standing
of a registrant:
Speaker, Panelist etc.
Reg Code & Misc Code:
Two customizable fields
Remember: all fields with +
Next to them are fields
YOU set up the valid
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
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.
Give you quick reference
to other key components
of a registration
Capture the Approving Supervisor’s Contact
New reg Add Time field
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
Course Fees are set
At the Main Course
You CAN use the
Fee Preference on the Name Screen to Set “person level” special 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
Move from the Registration
Screen to the Payment Screen
By clicking the Payments Button
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
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
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
Then back out the amount owed by entering a negative adjustment
Refunds and the Refund Wizard
This is particularly helpful when you receive a list of participants after the course has been taught
A few helpful morsels . . .
Confirm the Delete Option
Dbl-Click on an additional fee
You can disable the grouping prompt on the Preferences screen
Catalog Builder will help you up-sell courses with similar topics, as well as keep track of prerequisites