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Student Manager 8 Registrations. An ACEware Presentation. Agenda. Registration Basics. If your screen doesn’t look like this, your preferences may be different. Registration Preferences Can be set on a user X user basis. All roads lead to registrations. - PowerPoint PPT Presentation
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Student Manager 8RegistrationsAn ACEware Presentation
Agenda
Registration Screen Basics
Fees, Payments, Transfers,
Cancellations
Advanced Features
A few helpful tips
Registration Basics
If your screen doesn’t look like this, your preferences may be different
Registration PreferencesCan be set on a user X user basis
All roads lead toregistrations
Look Up Name, “Add Registration” button on Name screen
Look Up CourseHit “Add Reggies” button on course screen
Look Up “Reggies” Add button on the registration screen
And there is a MASS Import option (TBCL)
Unlike the Names and
Courses screens, much of the
information on the Registration
Screen fills in automatically
Please . . .Track how you earned this registration
Want to know how well your marketing performs?
Make sure you use the Tracking Code
Yes! There is a report to monitor results.
Probably the single most
valuable Marketing code..
Status Field
Indicates the standing of a registrant: Guest, Participant, Speaker, Panelist etc.
The course must be completed by& the course was completed on
Exp Date vs Completed Date
These are two special handling dates (probably NOT used in most Open
Class Registrations)
CEU’s, Hours & Credits
CEU’s, Credits & Hours are automaticallyadded from the course screen,
but can be edited
Grade & CEUS/Hours can be mass edited from the Course
Student List View..
Cert Date can be used to indicate when a
certificate was printed
One-click buttonsGive you quick reference to other key components
of a registration
Reg Code & Misc Codecan both be customized &
validated
Who will pay for this registration?(P)articipant, (F)irm, (O)ther?
This happens automatically
Select the Main fee to be charged
The Fee Order on the Course determines the order.
(if you use Fee Preference on Name, it will look for a matching fee)
Add additional charges (or adjustments) as needed
Something unique about this registration?
Add a Registration Note
Date the confirmation was sent
Fields indicate who added the registration, who updated the
registration, & when
Of course there are UDFs!
Want to track supervisor name?
Indicates who approved registration(Can link to another name record)
Very helpful in tracking “Decision Makers” in organizations you serve..
Fees, Payments, Transfers &
Cancellations
Begin by getting your ducks in order
Assign the proper fee(s) on the registration screen
Do not proceed
until Balance Due is
correct!
How much they OWE
What have they PAID
One-time adjustment reason?Press Alt+4 for open text entry
Move from the RegistrationScreen to the Payment Screen
by clicking the Payments Button
Select your payment type:(You have 6 Standard types and may
create up to 6 custom Pay types)
Select a payment methodand fill in the details
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
Billing Records
The “Billing Record” option creates a record for
invoicing purposes, but is not part of the enrollment count
This Option is particularly useful/applicable for Contract or “In
House” training programs)
On Billings, You may create a payment plan
You may accept multiple payments, each with a different payment method
You may pay part of a registration amount due and bill the remainder
Notes may be added to a registration
A few payment notes
Changes to a registration?You have choices!
Cancel Registration
Refund all or a portion of the money
Cancel Registration
Keep all of the money
Cancel Registration
Transfer money to escrow
Transfer registration
To a different class or participant
Cancelling Reg, No Payment
Then back out the amount owed by entering a negative adjustment
Click “Canceled”
Your Goal:
A ZERO balance… when all is done ! ! !
Use the Refund Wizardto return (or Escrow) fees already paid
You must enter a “Reason Why” you are doing this (so
it gets logged on to the Cancelled Reg)
Transfer Paymentsmove $ to another registration or into an escrow account
Escrow: Hold funds for a student for their future use
Learn more about it in the on line Help Guide
(Search for: Escrow)
Canceling a Registration with an active Billing
Advanced Features
•An individual registers in several courses and makes a payment with his credit card.
•Several employees from one company have registered in various courses. The company pays for all the registrations with one check.
•Two or more children from the same family register for a camp and a parent makes a single payment
When to group a registration
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
New Group Look up Search by Name AND Course Title (before you could ONLY use ID and Course #)
Speed registration helps you enroll multiple participants in a single course
Select a course from the list and move to the selection screen
Make the appropriate choices and click “Add Names”
Import Wizard add names from an Excel spreadsheet
PERFECT ! ! !WONDERFUL for “Back Loading” registrants from a Contract Training Course/program.
Assign Proxy (show Proxy)
For Web Registrations: Lists the user (other “student”) who registered this person.
Staff can manually “Assign” a proxy “handler” to this registration .
Assign Proxy (show Proxy)
This allows the proxy (the person who registered this person) to go on ACEweb and
view this registration.
POINT: Your training directors/your parents, etc are able to see who they registered in
what classes (via ACEweb)
Participants may purchase multiple
seatsOr
A quantity of optional fees
(ie: books, lunches)
Would you like Fries with that registration?
Publish allows ACEweb to display the names of those registered
( for Annual Meeting/gathering events)
The option “Who Else is Attending” must be enabled in ACEweb
A few helpful tips
Need both a letter & numeric grade?
Use the grade field for the numeric grade
Need both a letter & numeric grade?
And rename the Misc Code field for the letter grade
Never delete a payment
with a receipt number
Receipt number? Void
You CAN use the Fee Preference on the Name Screen
to Set “person level” special
fees..
Senator McCain.
Let Student Manager Upsell
Catalog Builder will help you up-sell courses with similar topics, as well as keep track of prerequisites
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