Student Manager 101Student Manager 101RegistrationsRegistrations

An ACEware PresentationAn ACEware Presentation

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

It’s easy to register!

From Name Screenclick Add Registration

From Course Screenclick Add/Edit Reggies

From Registration Screenclick 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

Saving a registration

Pressing ANY action button will

SAVE the registration

Pressing ANY action button will

SAVE the registration

To abandon, hit Abandon or Press ESC

Record DetailsAdd & Updated Date & Time

Fields indicate who added the registration, who changed the registration and when

Registration Record DetailsPublish (online) ?

Include registrants namein ACEweb rosters?

Publish is a preference and may not appear on

your screen

Registration Record DetailsTracking Code

Tracking Codes indicate howthis participant heard about this class

Tracking Codes & Source Code (on the name screen) use the same validation list

Tracking Code Report

Reports / Statistics / Tracking Codes

Registration Record DetailsStatus

Indicates the standingof a registrant:

Guest, Participant,Speaker, Panelist etc.

Registration Record DetailsReg Code & Misc Code

Reg Code & Misc Code:Two customizable fields

Remember: all fields with +next to them are fields

where YOU can control the validentry options

Registration Record DetailsPaid By

Who will pay?Registration, Firm, Other?

This value will be automaticallyCalculated.. Based on the

Payer Name

Registration Record DetailsExp Date & Completed

The course must be completed byAnd the course was completed on

But Chuck, my screen doesn’t

look like this!

Have it YOUR way…With Preferences….

Registration Record Details

CEU’s, Grade, Hours and Creditspull from the course screen but

can be edited here.

Cert Date indicates the datea certificate was printed.

Registration Record DetailsQuick Access buttonsmove you immediately

to additional courseand registration

information

Who approved this registration?

Links to names table to establish“Who Approved”

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

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

Fees & PaymentsFees & Payments

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.

Fees – multiple seats

REMEMBER!One registration

can purchase multiple seats.

Additional Charges

Click Additional Chargesfor a list of the optional feeslisted on the course screen.

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

Date Added

Student Manager displays the date the additional charge

was added.

Right click to edit the date

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.

Fee Adjustments

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

PaymentsPayments

Payments

Move from the RegistrationScreen to the Payment Screen

by clicking the Payments Button

PaymentsSelect your payment type:

NOTE: three new payment typesare 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

Payments

Payer OptionsSelect ANY Firm or Person

When you areFinished adding Pay detail, use

this button to save,close & print

receipt

Additional Payments

Press ADD to create a new Payment record (Otherwise you will be

editing/changing the current payment)

When a reg ALREADY has aPayment…

(A partial payment or Billing)

Billing records

Keep funds with course

Does not show on roster

No CEU’s or Grades are awarded

Keep funds with course

Does not show on roster

No CEU’s or Grades are awarded

Transfers, Cancellations Transfers, Cancellations & Refunds& Refunds

Transfer Registrations

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

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 Registration1. To a different class2. To a different participant

Refund Wizard

Refund Wizard button

Transfer Payment

QuestionsQuestions

Remember!

SM Online Helpwww.aceware.com

Call or email your tech!800-925-2493

CodingWednesday,

November 9, 20111:00 Central