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Step 4

Terminology

April 14, 2016 Sebastian Leave a Comment

e-RegisterNow uses unique terminology between its staff and clients. Understanding these phrases helps the client communicate clearly to our staff where and what needs changes.

Step 1 By default, this is the first step of the registration process. Almost all “register now”, “buy tickets” or “sign up here” buttons found on the clients website link to this step. Events are displayed  in accordance to what is found under edit > events. Promo codes and Event passwords can also be set up to control what events the public can see.

Please note that cashiers will always see all events, even if expired or hidden.

Step 2 Step 2 contains the registration forms of the event(s). here registrants fill in any questions that client asked. Some questions can be made compulsory where the registrant cannot proceed further into the registration process without filling these in.

Cashiers will have the ability to price override any event cost on this page.

Review Step This page will review the event names, costs and registration information for the registrant and provide all allowed methods of payments to the registrant to choose from before they head to the next step.

Cashier can also price override here.

Step 3 Step 3 is the payment page where the credit card info (if applicable) is typed in. 
Step 4 (Receipt page) The final step of the registration process. The receipt is generated upon a successful transaction and along with any e-ticket(s) needed. The registrant has the option to print the receipt and e-tickets right away or wait for the confirmation email that was also sent upon page load.
Error Page The error page will load when ever a specific condition is met: card declined, compulsory information missing, event full, etc. Gives the user the chance to hit back and fix the error. 

Filed Under: Troubleshooting Tagged With: Receipt, Receit, Review, Step 1, Step 2, Step 3, Step 4, Terminology

Template Filenames

March 16, 2016 Leave a Comment

Usually done by eRegisterNow staff

Each step in the registration process (except step 2, the registration form page) can be customized. Templates  should be uploaded to eRegisterNow. The template filenames for each step can be specified here.

Filed Under: Preferences Tagged With: Branding, Morph, Receipt Page, Registration Form, Review Page, Step 1, Step 2, Step 3, Step 4, Template Files

Step 4 Page

March 16, 2016 Leave a Comment

Invoice Options
Show Link to Printable Invoice? The user can be provided with a Printable Invoice. This is useful if the Step 4 page contains a lot of graphics.
Show Company Name at Bottom of Invoice? Your Company’s name can appear on the Invoice
Show ‘contact us w/ problems…’ on Invoice? A description of who the registrant can contact at your organization can be included on the invoice.
Show ‘contact us w/ problems’ on printable invoice? See above
Include Contact name in ‘contact us…’ Text? The name of the person listed on the ‘Contact Information’ screen in the preferences can be included on the invoice.
‘Invoice’ synonym e.g. Receipt
Column 1 Heading Default is ‘Applicant’. The column contains the names of the registrants for the transaction.
Column 2 Heading Default is ‘Description’. The column contains a list of all events for the transaction.
Show the applicant’s name in column 1? The registrant’s name can appear on the invoice in column 1.
Show the company name in column 1? The registrant’s business name can be included on the invoice in column 1.
Display Contact Information
Show contact information on Step 4? The Contact information listed under ‘Contact Information’ in the Preferences can be displayed on the invoice.
Display: ‘X’ Select any contact information that you wish to appear on the invoice.
Button Display Options
Display the ‘Home’ button? A button to return to your web site can be included on the invoice.
Display ‘Register Another’ button? A link back to the registration page can be included on the invoice.
Optional Message You may include further information at the bottom of the invoice, such as directions to the event, important details, supplies needed, etc.

Filed Under: Preferences, Step 4 Tagged With: Calendar, Contact Information, Optional Message, Printable Invoice, Receipt Page, Step 4

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Related

  • Template Filenames
  • Form with Custom Questions
  • Step 4 Page
  • Step 3 Page
  • Step 2 Page

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