Registrations

 

In this article:

• Add Registration

• Deactivate

• Reactivate

• 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 CONFIRM DEACTIVATION button.
6. In the Deactivate Registration window that appears, click the OK 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 OK button.

 

 

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Waitlist

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

To promote a participant off the waitlist, select the Registrations tab from their profile page, select the waitlisted session, and click the Waitlisted icon to enroll them in the session.