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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

Fix Overlapped Events

January 30, 2017 Leave a Comment

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Sometimes when you select one event on Step 1 (Grid) you either get an error or you notice that, in fact on Step 2 and Review Page you have 2 (or more events) selected.
This is because the event you most likely duplicated overlaps with 1 or more other events, some of which can be disabled, or disappeared from Step 1 due to Registration Date or Enrolment.

The general rule is: If you have one or more Events with the same Event’s Matrix Display Name and the same Matrix Column Heading they merge into one event on Step 1.

This is how we fix this issue:

  1. Finding two or more overlapped events.


  2. Selecting the Field to edit.


  3. Why they overlap.


  4. Solution.


  5. Another possible issue.


Filed Under: How to ... Tagged With: Multiple Event Editor, Multiple Events

Display or Hide Event’s Accelerator Number

April 18, 2016 Leave a Comment

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Log in to the M and go to:

Edit >> Events >> select the event you want to make changes to and click on Edit Selected Event button >> select Display Options (Step 1) from the select box menu on the left >> the field you need is right there, it’s called Display Event’s Accelerator Number?. Change it and click on Save Changes button.

Filed Under: How to ... Tagged With: Accelerator Number

Change Maximum Enrolment (registrant capacity, maximum number of spots)

April 18, 2016 Leave a Comment

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Log in to the M and go to:
Edit >> Events >> select the event you want to make changes to and click on Edit Selected Event button >> select Registration/Enrolment from the select box menu on the left >> the field you need is right there, it’s called Maximum Enrolment. Change it and click on Save Changes button.

Filed Under: How to ... Tagged With: Maximum Enrollment, Maximum Number of Spots, Registrant Capacity

Create a New User

March 22, 2016 admin Leave a Comment

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  1. Go to Edit > Users
  2. Click on the ‘New Users’ tab
  3. Enter the email address of the new user and click on ‘Create New User’
  4. Fill in a password under the user settings and click on

  5. Click on the new user’s email address in the list
  6. Click on the ‘User Info’ tab
  7. Fill out the appropriate information:
  8. Click on
  9. Set any Access Priviledges

Filed Under: How to ..., Users Tagged With: Create New User, User Info, Users

Edit Multiple Events

March 21, 2016 admin Leave a Comment

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The Multiple Event Editor allows the user to quickly modify numerous events without the need to go individually into each event to change the information.

  1. Go to Edit > Events …
  2. Hold Ctrl/Shift key for Windows or Command/Shift key for Mac OS to select multiple events. You may use the check box at the bottom of the event list to select all events.
    Click “Edit Selected Event(s)”.
    *Tips* – Holding CTRL/Command allows you to select specific events, while holding Shift lets you select all events between two points. multiple_event_select
  3. The system will detect that multiple events have been selected and will load the Multiple Event Editor. This allows you to select the fields you wish to change from the categories on the left. First choose the category that interests you, then select the field that needs editing. Left clicking the field will add it under the “Your Current Selection(s)” yellow table. To select multiple fields, hold down the Ctrl/Shift key for windows, the Command/Shift key for Mac.
    *Notes* You can only select up to a maximum of 8 fields and the “Event’s Matrix Display Name” can only be selected by itself. multiple_event_select_info
  4. The fields will now appear for all selected events in the order they where selected. Edit the fields individually or if the events share information, use the top empty field and click the “Apply to All” to save time.
    *Note* –  a few items to remember:

    • Dates must match the format used by the system.
    • “Apply to All” only applies to all events on the current page. You will need to save first and then proceed to the next page of events to change the fields again. Be sure to save before heading to the next page, as it will delete all your work to load the next page.
    • Ensure that only one user is editing any event at any time. Multiple users at the same time will cause inconsistencies in event information.

    multiple_event_selections

  5. Once you are done, ensure to hit “Save” to confirm all your changes. You may use the blue “Fields Selection” link to select new fields or “Back to Edit Event Main” button to return to the event list and select new events.

Filed Under: Events, How to ... Tagged With: Edit, Multiple Events

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