Registrations

 

In this article:

• Add Registration

• Deactivate Registration

• Reactivate Registration

• Adjust Add-Ons and Coupons

• Waitlist

 

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Add Registration

 

To add a registration for a participant:

1. In the participant's profile, click the Registrations tab.
2. Click the NEW REGISTRATION button
3. Check the box to select Participant, and then check the box to select Current or Upcoming, depending on the dates of the session.
4. In the Select from (#) Groups box, click the name of the group for which you want to register.
5. Click the Register button.

 

 

 

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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 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 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.

 

To view a list of participants currently on a waitlist:

1. In the List Builder, click the ADD CONDITION button.
2. In the condition box, select Group Select.
3. In the middle box, select is.
4. In the last box, select the group(s) for which you want to view the waitlist.
5. Click the ADD CONDITION button
6. In the condition box, select Waitlisted Status.
7. In the middle box, select is.
8. In the last box, select Waitlisted. You can learn more about how to use the List Builder in our List Builder article.