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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


Clicking any action button saves the registration
Clicking any action buttonsaves the registration


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.




NOTE: New in 7.2.A registration and when

You may choose to make

RGSTATUS

A open entry field.

( See Reg Preferences)

Indicates the standing

of a registrant:

Guest, Participant,

Speaker, Panelist etc.


Reg Code & Misc Code: registration and when

Two customizable fields

Remember: all fields with +

Next to them are fields

YOU set up the valid

entry options


Indicates who will pay? registration and when

Registration, Firm, Other?


The course must be completed by registration and when

And the course was completed on

It’s all about the Preferences

What about the

Empty spaces???


CEU’s registration and when, 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 registration and when

Give you quick reference

to other key components

of a registration


Who approved this registration
Who approved this registration? registration and when

Capture the Approving Supervisor’s Contact


New registration and when

Feature!

New reg Add Time field


Grouping registrations registration and when


Why group registrations
Why group registrations? registration and when

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


Think of it as a way to do registration and when

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 registration and when


Assign the proper fee s on the registration screen
Assign the proper fee(s) on the registration screen registration and when

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 registration and when

You CAN use the

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


Adjustments to fees

  • Set Adjustment Fee registration and when

  • 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 $$$$ registration and when

Move from the Registration

Screen to the Payment Screen

By clicking the Payments Button


By Default.. The total due is in the Pay Amount registration and when

YOU CAN CHANGE THAT!

Select your payment type:

Payment types may be

labeled on the preferences screen


  • Payment Notes registration and when

  • 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 type registration and whenand fill in the details

You can set up to 6 custom payment methods

(See Pay Preferences)


When you are finished adding registration and when

Pay detail, use this button to save,

Close AND print the receipt


If you make multiple payments . . . registration and when

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: registration and whenBilling 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
Create payment plans to registration and whenpay off a registration


Canceling Registrations registration and when


Changes to a registration you have choices
Changes to a registration? registration and whenYou 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 . . . registration and when

Click “Canceled”

Then back out the amount owed by entering a negative adjustment


Refunds and the Refund Wizard registration and when







Speed registration BILLING…


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



Have aceweb and want to show who s registered
Have ACEweb? a single course…. And want to show “who’s registered”


New feature
New a single courseFeature!

Confirm the Delete Option

when you

Dbl-Click on an additional fee


Not a groupie
Not a “groupie”?? a single course

You can disable the grouping prompt on the Preferences screen



Don t forget
Don’t forget . . . a single course

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


Questions

Questions? a single course

[email protected]

800-925-2493


Join us next week for part 4 of the student manager 101 series help communications
Join us next week a single coursefor Part 4 of the Student Manager 101 SeriesHelp & Communications


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