10 Solutions to Common Registration Problems An ACEware Presentation Chuck Havlicek Lauri Thompson

Our Top Ten Finalists! 1.Grouping names & registrations 2.Transfers 3.I’ve made a transfer, but there’s money left! 4.Billing to firms (for Contract training) 5.Waitlisting 6.Refunds 7.Memberships 8.Dealing with ACEweb pending payments 9.Finding duplicate names and fixing them! 10.When typing isn’t the thing to do (importing names)

Grouping

Why group names? Set one name as Primary to save $ on mailings Combine names for family memberships

Enable Name Grouping

Click Grouping

Arrows indicate the primary name

Grouping also works with memberships which we’ll discuss a little later

You can also group registrations One payment for one person for multiple classes One payment for multiple people for multiple classes Which allows you to make....

Check “Prompt for Grouping” to allow grouped registrations

vive la différence ….. Grouping Behavior depends on where you start.. From Name/Registration…. From Course Add/Edit Registration

From Names/Registration

Click “Show Group” to see the entire group From Course- Add/Edit Registrations – Add registration Tip: This is a Great way to add multiple People from one firm into a class and create a group (to pay or to bill)

You’ll also notice that “Group Total Due” is active

Transfers

A different classAnother person Transfers may be made to...

Begin by clicking Transfer Then select the appropriate option

Depending on your choice, you’ll see a list of courses, or a list of names. Select either which opens the Transfer Wizard

Tell Student Manager how to do it and click Proceed TIP: You can change the transfer note by editing this field

I’ve made a transfer, but there’s money left!

Option 1 Place the money in escrow Option 2 Refund remaining money

Billing for Contract Class

Click “Use Bill/Pay Reg Type” to enable feature

Waitlisting

Set the course maximum

When you attempt to exceed the maximum the following appears: Choose the appropriate option

A “Waitlisted Registration”…. Is NOT counted in the Course Enrollment Has NO monetary Value (tho it DOES record a Fee..and any manditory optional fees) Does NOT show up on Rosters Does NOT show up on Class List (Course Quick Report) IS Date & Time Stamped

Click the Waitlist button to view waitlisted students

Then un-check waitlist & proceed with the registration Double-click the waitlisted name to view the registration

Refunds

From the payment screen click “Refund Wizard” NOTE: if the registration is part of a Group, UNGROUP it First!

Make the appropriate selections and click “Process”

Memberships

Think it through When will memberships need to be renewed? Is there a fee to belong to the membership organization? Are courses restricted to members only? “Rolling” Membership v.s. Specific Expiration Date

Don’t Forget….. When will memberships need to be renewed? Are courses restricted to members only? There is a Webinar in Webinar Archives that tells you All about the Membership Module.. “Tracking Memberships with Student Manager-It’s as easy as pie!”

Dealing with ACEweb Pending Payments

Why Pending Payments???? Because.. ( for ACEweb Users) – In the new world of PCI compliance, when a student is “Re-Directed” to the secure (PCI Compliant site), IF they do NOT follow instructions.. And return BACK to ACEweb, then the registration is saved, but the Payment is marked as “AW-Pending”.. Because ACEweb does NOT know if there is a Real Payment…

Click “Show AW Pendings on Startup?”

Finding Duplicate Names & Fixing Them!

UtilityW

When typing isn’t the thing to do (importing names)

ConvertW And we repeat... Make certain you have a backup of your data before running ConvertW

Questions? Remember.. EVERY topic we’ve talked about Is in YOUR SM HELP GUIDE! ! !

Join us for a new webinar February 1, 1:00 central Socializing, ACEware Style !

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