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Registration Setup Overview

If your organization is using our online registration system, you can customize session information such as enrollment dates and times, capacity limits, and add-ons and coupons in Registration Setup. 

Watch this Registration Setup Overview video below for a broad explanation of the features available within Registration Setup.

We encourage you to check out all the resources within the Registration Setup section of our Support Site to dive deeper into all the customizable registration features available for your organization.

It is important to note that you must have the Edit permission for Groups added to your Role in order to make any changes within Registration Setup.

In this article:

 

 

Export Registration Settings

On the Registration Setup landing page, you can view and print a list of all of your current and upcoming sessions or past sessions including start date, end date, and capacity.

You can also export the registration settings for all of your sessions, including tuition and deposit amounts, capacities, open and close dates, available coupons and add-ons, and more.

To export a spreadsheet of all of your registration settings or print a list of your sessions:

      1. In the Menu, click Groups.
      2. In the submenu that appears, click Registration Setup.
      3. (Optional) If you want to view past sessions, click the SHOW PAST GROUPS button.
      4. Do one of the following, depending on whether you want to export your registration settings or print a list of your sessions as they appear on your screen:
        • If you want to export your registration settings, in the upper-right side of the page, click EXPORT.
        • If you want to print a list of your sessions, click PRINT.

          RegSetupPrintExport.png

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Edit Display Order 

For current and upcoming sessions, you can edit the order in which they are displayed to you and your participants on the Registration Setup landing page. 

To edit the order in which your current and upcoming sessions appear on your screen and to your participants during the Registration process:

      1. In the Menu, click Groups.
      2. In the submenu that appears, click Registration Setup.
      3. Click the EDIT DISPLAY ORDER button.
      4. Do one of the following, depending on whether you want to move the session up or down in the order:
        • If you want to move the session up in the order, on the left side of the Sessions List, click the Up Arrow icon (Up_Arrow_icon.png) until the session is in the correct order.
        • If you want to move the session down in the order, on the left side of the Sessions List, click the Down Arrow icon (Down_Arrow_icon.png) until the session is in the correct order.
      5. Do one of the following, depending on whether you want to save your sessions in the new order or reset them to the previous order:
        • If you want to save the new order of your sessions, click the SAVE DISPLAY ORDER button. A Display Order Updated window will appear to let you know the session order is saved.
        • If you want to reset your sessions to the previous order, click the RESET ORDER button.
          RegSetupEditDisplayOrder.png

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Edit Registration Dates & Times in Bulk

For current and upcoming sessions, you can edit Registration open and close dates in bulk on the Registration Setup landing page.

To edit the Open and Close Registration Dates and Times for your current and upcoming sessions in bulk:  

      1. In the Menu, click Groups.
      2. In the submenu that appears, click Registration Setup.
      3. Click the EDIT REGISTRATION DATES button.
      4. In the Sessions List, do one of the following, depending on whether you want to edit the Open and Close Registration Dates and Times for all of your sessions or for individual sessions:
        • If you want to edit the dates and times for all of your sessions, check the box to select the name of the organization.
        • If you want to edit the dates and times for individual sessions, check the box(es) next to each session that you want to edit.
      5. Do one of the following, depending on whether you want to add an Open Date, Open Time, Close Date, and Close Time.
        • To add an Open Date, in the Open section, click the Month, Day, and Year boxes to select the correct date.
          Important: If you do not add an Open Date for a session, the session will be available for registration as soon as it is added to your account.
        • To add an Open Time, in the Open Time section, click the Hour, Min, and AM/PM boxes to select the correct time.
          Important: If you add an Open Date but do not add an Open Time for a session, the session will open at 12 am on the Open Date.
        • To add a Close Date, in the Close section, click the  Month, Day, and Year boxes to select the correct date.
          Important: If you do not add a Close Date for a session, registration for the session will close at 12 am on the first day of the session.
        • To add a Close Time, in the Close Time section, click the Hour, Min, and AM/PM boxes to select the correct time.
          Important: If you add a Close Date but do not add a Close Time for a session, registration for the session will close at 12 am on the Close Date.
      6. Click the SAVE button.

  RegSetupEditRegDates.png

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