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Use the Waiting List feature

July 11, 2018 admin Leave a Comment

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Waiting List allows your registrants to sign up and be placed onto a waiting list for a sold out event or program, in order to be notified when an event’s availability changes.

*Waiting List can be found under “Tools” at the bottom of the drop down menu.

Enabling the Waiting List.

To enable the waiting list for your event can be found under; Edit > Events > [Your Event] + Edit Selected Event > Registration/ Enrolment tab > Enable Waiting List.

Customization.

When an event is ‘Sold Out‘ now instead of the Sold Out icon showing, a icon will now be displayed. For your convenience a different color icon can be selected or your own custom made icon can be uploaded and used.

Data Fields.

Waiting List provides you with a detailed table of all your waiting registrants information. Each report column is as follows:

  1. Waiting for Event – name of event registrant is waiting for (events are grouped together, so all registrants waiting for one event will be under one another).
  2. Order – place in queue for each registrant in the event they are waiting for, decreasing or increasing this number moves the registrant up or down the list.
  3. Event Start Date – when the event will begin.
  4. Waiting From – the date the registrant signed up for the waiting list.
  5. Name – full name of registrant.
  6. Email – registrants contact email.
  7. Phone Number – registrants contact phone number.
  8. Spots Needed – the number of spots requested by the registrant.
  9. Status – lists the status of each registrant on the waiting list.
  10. Delete – remove a registrant from the waiting list.
  11. Email (Button) – manually send an email, this will override all other statuses and can be used to give an expired registrant another change, override the queue order or even send out multiple emails to see who registers first (NOT advised).

Waiting List Status.

  • Waiting – the registrant has successfully signed up for the given event and is waiting for a spot to become available.
  • Spot Available – a spot has opened up for the given event and the system is waiting for cashier input to send out a notification email.
  • Sent – an email has been sent, either automatically or manually by a cashier to the registrant. The registrant will have 48 hours to successfully register.
  • Registered – the registrant has successfully secured their spot for the given event.
  • Expired – the registrant’s registration period has expired (48 hours have passed since the email was sent out) and the spot has now been given to the next person in line.

Filed Under: Events, How to ..., Tools, Tools Tagged With: customizing waiting list, enabling waiting list, waiting list

Portal Report

May 24, 2018 Yoko Leave a Comment

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Portal Report let you view portal users info by Tab.

* Portal User = People with password

 

In order to display all the columns properly in Excel, import the text file through “Text Import Wizard” and select the correct Data format.

Filed Under: Reports

Tabs Report

April 20, 2016 admin Leave a Comment

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Tabs are defined in Edit > Tabs. Each Tab is made up of a series of data fields. They can be applied to people’s profiles, and can be used to organize custom question data from the M-levels.

The tabs report lets you view and edit the data stored for multiple people.

How to get to the report:

Tools > Reports > Tab Report

Example Report:

Description:

  • All the question fields are listed across the top. The data is sorted alphabetically by last name.
  • The data is sorted alphabetically by last name.
  • To narrow in on the list of people, enter a range for the surnames and click on  
  • To view a different tab, click on the name of the tab at the top of the screen
How to Edit Data:
  1. Click on  
  2. Make any changes by filling in the appropriate textbox.
  3. Click on  

Filed Under: Reports

General Ledger (GL) Reports

April 20, 2016 admin Leave a Comment

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The payment details give the details off all transactions over a specified dates.

  1. Go to Tools > Reports > General Ledger (GL) Report
  2. Select the date range and a form of payment:
  3. Click on  
  4. The report will appear:

 

Reassign a Transaction to a Different GL Number

  1. In the GL Report, click on the name of the GL number to which the transaction is currently assigned. If it is not assigned to a GL Number, click on the word ‘Unassigned’.
  2. In the GL Number box for the transaction, enter the new GL number:
  3. Click on  

Filed Under: Reports Tagged With: General Ledger, GL, Reports

Payment Details Reports

April 20, 2016 admin Leave a Comment

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The payment details give the details off all transactions over a specified dates.

  1. Go to Tools > Reports > Payment Details
  2. Select the date range for the report:
    Initiator You may select the name of a cashier, web registrations, or all.
    Tender Type Select a form of payment from the drop down menu.
    Merchant(s) Select a Merchant Number or ‘All’.
  3. Click on  
  4. The report will appear:
    Ref The Reference Number of the transaction issued by e-RegisterNow.
    Authorization Number Issued by the Credit Card company as confirmation of the transaction. If the transaction occured in Testmode, the Authorization number will appear as ‘testing’.
    Initiator The login name of the cashier, or WEB if the registrant registered

Filed Under: Reports Tagged With: Payment, Reports

Mailing Labels

April 18, 2016 admin Leave a Comment

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  1. Go to Tools > Mailing Labels
  2. Set the Printer Settings (the following settings are for Internet Explorer)
    1. Go to File > Page Setup
    2. Enter the value ‘0.25’ for all margins
    3. Click on ‘OK’
  3. Select the Avery Label Number from the drop down menu. If label number that you need is not listed, please contact us and we may be able to add it.
  4. Click  
  5. Select any groups of people. A label will be created for each person in the group.
  6. Click  
  7. The mailing labels will appear
  8. Load your printer with the appropriate label paper
  9. Go to File > Print to print the labels

Filed Under: Tools Tagged With: Mailing Labels

File Upload

April 18, 2016 admin Leave a Comment

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  1. Go to Tools > File Upload
  2. The following screen will appear:Note: If the window does not appear, make sure you have pop-ups enabled.
  3. Click on “Browse” and select a file to upload.
  4. If the file should be uploaded to a sub-directory (e.g. “images”), enter it in the appropriate field.
  5. Click on “Upload File”

 

Filed Under: Tools Tagged With: File Upload

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