1. Student Manager 101 Registrations An ACEware Presentation

2. Today’s Topics  Adding a registration  Registration Record Details  Grouping Registrations  Fees & Payments  Cancel a registration  Refunds/Refund Wizard  Transferring registrations  Class to Class  Person to Person  Grouped Registrations

3. It’s easy to register!

4. From Name Screen click Add Registration

5. From Course Screen click Add/Edit Reggies

6. From Registration Screen click Add NOTE: Depending on how you got to Registration Screen, behavior is different: From Name: Add new COURSE to name From Course: Adds new NAME to this Course

7. Saving a registration Pressing ANY action button will SAVE the registration To abandon, hit Abandon or Press ESC

8. Record Details Add & Updated Date & Time Fields indicate who added the registration, who changed the registration and when

9. Registration Record Details Publish (online) ? Include registrants name in ACEweb rosters? Publish is a preference and may not appear on your screen

10. Registration Record Details Tracking Code Tracking Codes indicate how this participant heard about this class Tracking Codes & Source Code (on the name screen) use the same validation list

11. Tracking Code Report Reports / Statistics / Tracking Codes

12. Registration Record Details Status Indicates the standing of a registrant: Guest, Participant, Speaker, Panelist etc.

13. Registration Record Details Reg Code & Misc Code Reg Code & Misc Code: Two customizable fields Remember: all fields with + next to them are fields where YOU can control the valid entry options

14. Registration Record Details Paid By Who will pay? Registration, Firm, Other? This value will be automatically Calculated.. Based on the Payer Name

15. Registration Record Details Exp Date & Completed The course must be completed by And the course was completed on But Chuck, my screen doesn’t look like this!

16. Have it YOUR way… With Preferences….

17. Registration Record Details CEU’s, Grade, Hours and Credits pull from the course screen but can be edited here. Cert Date indicates the date a certificate was printed.

18. Registration Record Details Quick Access buttons move you immediately to additional course and registration information

19. Who approved this registration? Links to names table to establish “Who Approved”

20. Grouping Clicking the Group button (upper right corner) opens the Grouping Dialog Box. Answer “Yes” and you’ll marry two or more registrations together for billing purposes Think of it as a way to do a “Shopping Cart” from Student Manager

21. When should I group? When you have several registrations (one person X many reggies or several people X one class) and you want to pay for them all at once. NOTE! If you have Company Invoicing and you are doing billings, you probably SHOULD NOT group

22. Fees & Payments

23. Fees Use the validation box to select the correct fee. Fees are set on the course screen. All main fees associated with the course will be available. You CAN use the Fee Preference on the Name Screen to Set “person level” special fees.

24. Fees – multiple seats REMEMBER! One registration can purchase multiple seats.

25. Additional Charges Click Additional Charges for a list of the optional fees listed on the course screen.

26. Quantity on Additional Charges Participant wants two lunches or an extra text? Set the preference, enter the quantity & Student Manager will do the math! Again.. Enabling multiples here is a preference

27. Date Added Student Manager displays the date the additional charge was added. Right click to edit the date

28. Fee Adjustments Unique circumstances call for a fee adjustment. Coupons, cancellation fees, bad check fees – adjust the total owed with the Fee Adjustment field. NOTE: Fee adjustments can be a negative amount for discounts.

29. Fee Adjustments Note the pop-up hint! To “toggle” between Validated and Open Text Entries, press Alt + 4

30. Payments

31. Payments Move from the Registration Screen to the Payment Screen by clicking the Payments Button

32. Payments Select your payment type: NOTE: three new payment types are available and may be labeled on the preferences screen. Make certain the payment amount is correct. TAB TIP!!!! Tab from payment amount to payment type and type first initials of desired pay type

33. Payments Payer Options Select ANY Firm or Person When you are Finished adding Pay detail, use this button to save, close & print receipt

34. Additional Payments Press ADD to create a new Payment record (Otherwise you will be editing/changing the current payment) When a reg ALREADY has a Payment… (A partial payment or Billing)

35. Billing records  Keep funds with course  Does not show on roster  No CEU’s or Grades are awarded

36. Transfers, Cancellations & Refunds

37. Transfer Registrations Check “Keep Copy of Original Registration if you’d like a note in the previous registration

38. Cancellation Choices 1.Cancel Reg - Keep all of money 2.Cancel Reg – Refund (or Escrow) a portion of the money 3.Cancel Reg & Transfer all $$ to Escrow 4.Transfer Registration 1.To a different class 2.To a different participant

39. Refund Wizard Refund Wizard button

40. Transfer Payment

41. Questions

42. Remember! SM Online Help www.aceware.com Call or email your tech! 800-925-2493

43. Coding Wednesday, November 9, 2011 1:00 Central