How do I register for a program?
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Register a Participant
1. Find the Person> Find the Program > Take a Payment
2. Search for the member wishing to register (Last Name, First Name)
3. If they are not already in the system you will need to create a "Unit"
4. Scroll to the membership tab and select on "Add Unit"
5. Click "Non-Member" or follow membership SOP 2 to add a membership to the Unit
6. Fill in all member information and double check capitalization and spelling.
7. Once all information is confirmed click "Next" to move forward
8. Click on "Accept & Sign" for all waivers
9. Have them sign their signature or give verbal confirmation to continue
10. Click "I AGREE"
11. Now you need to add a payment method to the account
12.
13. When ready, Click "NEXT"
14. You will have the option to schedule a facility tour for them but we are going to skip booking an appointment for a tour for now
15. Click "REGISTER FOR PROGRAMS"
16. Select your program they would like to register for
17. Select Register
18. Select the offering or multiple offerings if they would like to register for more than one session of the class. For this example we will just register them for one class
19. Select on "Register"
20. We have selected the Person > Program now we are going to take a Payment. Select on "Make a payment"
21. Confirm which programs you are going to bill them for right now by using the blue check marks on the left to designate what will be charged today. Then select "Make a payment"
22. Select a payment method for use
23. Submit the payment
24. Email or print the receipt
25. Click "SEND"
26. Click close to end the process and navigate back to the membership information page.
