Lesson 4: Registrations Tab

Introduction to the Registrations Tab
Club Automation Training

Objectives 

This lesson will give a broad overview of the Registrations tab and how to access it.

  • 1

    Introduction to the Registrations Tab

  • 2

    How to Access the Registrations Tab

Introduction to the Registrations Tab

The Registrations tab allows staff members to register users for scheduled events in Club Automation, including Programs, Group Activities, and Camps. While staff can also register users for events through the schedule, the Registrations tab is the best place to register participants for Programs that meet multiple times a week in order to reduce registration errors.

How to Access the Registrations Tab

When on a user’s profile, select the Registrations tab.

View Active Registrations
Club Automation Training

Objectives 

This lesson will explain how to view the events and classes for which a user is currently registered.

  • 1

    Viewing Active Program Registrations

  • 2

    Viewing Active Camp Registrations

  • 3

    Viewing Active Drop-In Registrations

Introduction to the Active Registrations Section

The Active Registrations section displays events for which the user is currently registered and is broken down into three event categories: Programs, Camps, and Drop-Ins.

Viewing Active Program Registrations

The following information displays for a user's active program registrations.

  • Class Number: This number is automatically generated by Club Automation if one was not indicated during the program set up.
  • Class Name: The name of the program.
  • Day: The day(s) of the week the program takes place.
  • Time: The time the program takes place.
  • Location: Where the program takes place.
  • Capacity: The number of participants currently registered out of the total spots available.
  • Session: The program session for which the user has registered.
  • Dates: The duration of the program.
  • Price: The cost of the program.
  • Actions: Editing the enrollment is a permission-based option which allows staff to adjust the user’s registration by withdrawing the participant or transferring them to another program.

Viewing Active Camp Registrations

The following information displays for a user's active camp registrations.

  • Class Number: This number is automatically generated by Club Automation if one was not indicated during the camp set up.
  • Class Name: The name of the camp.
  • Session: The camp session.
  • Dates: The duration of the camp.
  • Price: The cost of the camp.
  • Actions: Use Select Days to alter camp registration.

Viewing Active Drop-In Registrations

The following information displays for a user's active group activity registrations.

  • Class Number: This number is automatically generated by Club Automation if one was not indicated during the group activity set up.
  • Class Name: The name of the drop-in class.
  • Price: The cost of the class.
  • Actions: Use Select Days to alter group activity registration.
Add New Registrations
Club Automation Training

Objectives 

This lesson will walk through how to register a user for programs, camps, or drop-in classes from their profile.

  • 1

    Adding New Registrations

Adding New Program Registrations

Club staff can use the Add Registrations section of a profile to register participants for an event. While the Add Registration section has options for program, camp, or drop-in registrations, this section is best used for registering users for programs. For drop-in classes, club staff should register participants directly from the activity's roster to avoid confusion regarding which day the participant is registered for.

1. The following criteria are available to filter search results.

  • Service: Select the department in which the event takes place or the category the event falls under. This drop-down menu can be customized based on a club’s offerings to ensure it is easy to sort, locate events and complete registration. For example, if a club wanted users to be able to search for Adult Tennis programs separately from Junior Tennis programs, both tags could be created under the Service drop-down menu.
  • Season: Select the season in which the event is held. For example, if it is currently the spring season but the program for which the user wants to register starts in the summer, select the appropriate season here.
  • Activity: When a Service is selected, available events will generate in the Activity drop-down menu.
  • Location: Where the activity is taking place.
  • Day: The day of the week the activity takes place.
  • Search Bar: Typing in a keyword or class number here will pull up any events that correspond to what was entered. The keyword(s) entered will search based on event names.
  • Search: Click the Search button to filter search results.

2. After filtering search results, select the correct session for which the participant will be registered. Lastly, select the green Register button to process the registration.

Adding Registrations: When completing bill in full or prorated registrations, it is always recommended to complete the registration through this tab on a user’s profile. This is especially important when registering members for grouped day programs to avoid errors or loss of visibility to completed registrations. It is not recommended that users are registered for Group Activities (drop-ins) from the profile, but rather from the roster, to avoid confusion and provide better visibility.