SM101 - Registrations - PowerPoint PPT Presentation

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SM101 - Registrations

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

  2. 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

  3. Adding registrations

  4. 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

  5. Clicking any action buttonsaves the registration

  6. 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.

  7. Registration details

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

  9. 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.

  10. Reg Code & Misc Code: Two customizable fields Remember: all fields with + Next to them are fields YOU set up the valid entry options

  11. Indicates who will pay? Registration, Firm, Other?

  12. The course must be completed by And the course was completed on It’s all about the Preferences What about the Empty spaces???

  13. 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.

  14. One-click buttons Give you quick reference to other key components of a registration

  15. Who approved this registration? Capture the Approving Supervisor’s Contact

  16. New Feature! New reg Add Time field

  17. Grouping registrations

  18. Why group registrations? You do not need to group registrations if you are using company invoicing

  19. 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

  20. Fees and Payments

  21. Assign the proper fee(s) on the registration screen Remember…. Course Fees are set At the Main Course Screen….

  22. 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..

  23. 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

  24. Show me (GET ME) the $$$$ Move from the Registration Screen to the Payment Screen By clicking the Payments Button

  25. 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

  26. 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

  27. Select a payment typeand fill in the details You can set up to 6 custom payment methods (See Pay Preferences)

  28. When you are finished adding Pay detail, use this button to save, Close AND print the receipt

  29. If you make multiple payments . . . Make certain to click the “Add” button. Otherwise, you will be changing the existing payment

  30. 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

  31. Create payment plans to pay off a registration

  32. Canceling Registrations

  33. 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

  34. If no payment has been made . . . Click “Canceled” Then back out the amount owed by entering a negative adjustment

  35. Refunds and the Refund Wizard

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

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

  38. You’ll find both options on the payment screen

  39. Or, transfer the registration to another class or student

  40. Special Case: Cancelling a Registration with an active BILLING…

  41. Speed registration

  42. 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

  43. A few helpful morsels . . .

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

  45. NewFeature! Confirm the Delete Option when you Dbl-Click on an additional fee

  46. Not a “groupie”?? You can disable the grouping prompt on the Preferences screen

  47. Enrolling in Workshops . . . .

  48. Don’t forget . . . Catalog Builder will help you up-sell courses with similar topics, as well as keep track of prerequisites

  49. Questions? chuck@aceware.com 800-925-2493