SM101 - RegistrationsSession 3 of 5

An ACEware Presentation

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

Adding registrations

What’s your favorite method?

Look Up Name, “Add Registration” button on Name screen

Look Up CourseHit “Add Reggies” button on course screen

Look Up “Reggies” (Green Binoc)Add button on the registration screen

Clicking any action buttonsaves the registration

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.

Registration details

Fields indicate who added the registration, who updated the

registration and when

Indicates the standingof a registrant:

Guest, Participant,Speaker, Panelist etc.

NOTE: New in 7.2.A

You may choose to make

RGSTATUS

A open entry field.

( See Reg Preferences)

Remember: all fields with +Next to them are fields

YOU set up the validentry options

Reg Code & Misc Code:Two customizable fields

Indicates who will pay?Registration, Firm, Other?

The course must be completed byAnd the course was completed on

What about the Empty spaces???

It’s all about the Preferences

CEU’s, Grade, Hours and Creditspull from the course screen but

can be edited here.Cert Date indicates the date

a certificate was printed.

One-click buttonsGive you quick reference to other key components

of a registration

Who approved this registration?

Capture the Approving Supervisor’s Contact

New reg Add Time field

NewFeature!

Grouping registrations

Why group registrations?

You do not need to group registrations if

you are using company invoicing

Clicking the Group button (upper right corner) opens the Grouping Dialog Box.

Answer “Yes” to connect two or more registrations together for billing purposes

Think of it as a way to do a “Shopping Cart”

from Student Manager

Fees and Payments

Assign the proper fee(s) on the registration screen

Remember….Course Fees are setAt the Main Course

Screen….

Assign the proper fee(s) on the registration screenYou CAN use the Fee Preference on the Name Screen

to Set “person level” special fees..

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.

•Set Adjustment Fee Descriptions in CODES•Can use Quantity (set via Reg Preferences)

If you have a one-time adjustment reason…

Press Alt+4 for open text

Show me (GET ME) the $$$$

Move from the RegistrationScreen to the Payment Screen

By clicking the Payments Button

Select your payment type:Payment types may be

labeled on the preferences screen

By Default.. The total due is in the Pay Amount

YOU CAN CHANGE THAT!

•Payment Notes

•You can make multiple paymentsEach with a different methodPay part, Bill PartPayments by different peopleUse the Force.. Quick links

•You can add notes

Select a payment typeand fill in the details

You can set up to 6 custom payment methods

(See Pay Preferences)

When you are finished adding Pay detail, use this button to save,

Close AND print the receipt

If you make multiple payments . . .

Make certain to click the “Add” button.Otherwise, you will be changing the

existing payment

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 ProgramsWhere a invoice needs to be

sent to a third party

Create payment plans to pay off a registration

Canceling Registrations

Changes to a registration?You have choices!1. Cancel Reg - Refund all or a portion of $$$

2. Cancel Reg - Keep all of money

3. Cancel Reg –Transfer all $$ to Escrow

4. Transfer Registration1. To a different class

2. To a different participant

If no payment has been made . . .

Click “Canceled”

Then back out the amount owed by entering a negative adjustment

Refunds and the Refund Wizard

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

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

You’ll find both options on the payment screen

Or, transfer the registration to another class or student

Special Case: Cancelling a Registration with an active BILLING…

Speed registration

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

A few helpful morsels . . .

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

NewFeature!

Confirm the Delete Option when you

Dbl-Click on an additional fee

Not a “groupie”??

You can disable the grouping prompt on the Preferences screen

Enrolling in Workshops . . . .

Don’t forget . . .

Catalog Builder will help you up-sell courses with similar topics, as well as keep track of prerequisites

Questions?

chuck@aceware.com800-925-2493

Join us next weekfor Part 4 of the Student Manager 101 Series

Help & Communications