Registrations

 

In this article:

• Add Registration

• Deactivate

• Reactivate

• Adjust Add-Ons and Coupons

• Waitlist

 

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Add Registration

To add a registration to a participant's profile, select the Registrations tab from their profile page and click the New Registration button.

Select whether the registration should be a Participant registration or a Provider registration, and whether registration is Upcoming, Current, or Past. Select the registration you would like to add from the drop-down menu.

 How do I give a provider access to the entire organization?
To give a provider access to the entire organization, choose the Current option and select the organization name from the drop-down menu. To limit access to a specific group, select the group from the list of Upcoming options.

 

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Deactivate One Registration

You can deactivate a single registration for a participant, or you can use our New! Bulk Registration Deactivation feature and deactivate several registrations at once.

If your organization is using our Registration module, it is important to note that a participant cannot use their account to register for a session that has been deactivated. It must be reactivated by a provider.

To deactivate a single registration for a participant:

1. In the participant’s profile, click the Registrations tab.
2. Click the name of the session that you want to deactivate.
3. Click the DEACTIVATE button.
4. (Optional) If there is a cancellation fee, in the Cancellation Fee box, type the amount.
5. Click the DEACTIVATE button.
6. In the Deactivate Registration window that appears, click the DEACTIVATE button.

Deactivate Multiple Registrations

To deactivate several registrations for a participant:

1. In the participant’s profile, click the Registrations tab.
2. Click the DEACTIVATE REGISTRATIONS button.
3. Check the boxes to select the registrations that you want to deactivate.
4. (Optional) If there are cancellation fees, in the Cancellation Fee box(es), type the amount(s).
5. Click the SUBMIT button.

In the Deactivate Registrations window that appears, click the OK button. A Success message will appear.

 

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Reactivate a Registration  

If a participant changes their mind and wants to attend a session that has been deactivated, only a provider can reactivate the session for them.

If you use our Registration Module, it is important to note that you will also need to reactivate any Add-Ons or Coupons associated with the session.

To reactivate a registration for a participant:

1. In the participant’s profile, click the Registrations tab.
2. Click the name of the session that you want to reactivate.
3. Click the REACTIVATE button.
4. In the Reactivate Registration window that appears, click the Reactivate button.

 

 

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Adjust Add-Ons and Coupons

You can manually add or remove a coupon or add-on in a participant’s registration.

To add or remove a coupon or add-on:

1. In the participant’s profile, click the Registrations tab.
2. Click the name of the session that you want to edit.
3. Click the EDIT REGISTRATION button.
4. Do one of the following, depending on whether you want to add or remove a coupon or add-on:
   • To remove a coupon or add-on, click the Delete icon (  ) next to the add-on or coupon that you want to remove.
   • To add a coupon or add-on, check the box(es) next to the items that you want to add, and then click the REVIEW CHANGES button.
5. After you have reviewed the changes, click the CONFIRM CHANGES button.

 

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Waitlist

To view a list of participants currently on a waitlist, in the List Builder, add the Waitlist Status condition.

To promote a participant from the waitlist:

1. In a participant's profile, click the Registrations tab.
2. Click the name of the waitlisted session.
3. Click the PROMOTE FROM WAITLIST button to enroll them in the session.
4. In the Promote from Waitlist window that appears, click the OK button.