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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

RGSTATUS

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

Feature!

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

Remember….

Course Fees are set

At the Main Course

Screen….


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.

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 $$$$

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


  • 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”


NewFeature!

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


Questions?

chuck@aceware.com

800-925-2493


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


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