CC2: Changes to Registrations
Jamie McGrath
43 steps
3 minutes
Daxko
Modifying Registration Questions
1
Click on Child Care
2
Click "Manage Programs"
3
Select the program drop down you are searching for
4
Click "Q&A"
5
Find the participant you are changing answers for and select the edit pencil under "Answers"
6
Edit the answers and click on Save
7
Click Save when finished
Changing Rate Plans or Days of the Week
8
Navigate to the Member Information Page
9
Select Financial and click on "Transactions"
10
Click on the "detail bubble" for the transaction you are changing
11
Select the instances you wish to modify and click on "Modify Instances"
12
Click "Change rate plan"
13
Select the weeks you are changing
14
Click Continue
15
This will show the instances you are changing in the bottom right. Click on "Change Rate Plan"
16
Choose the new plan
17
Click "Choose rate plan"
18
Ensure they are still applying the sibling discount or any other discounts that are applicable
19
Click "Save Changes"
Moving the Registrant to a Different Program
20
Navigate to the Membership Information Page> Financial> Transactions
21
Click on the Detail bubble of the transaction you are looking for
22
Select the weeks in which the child is moving to another program
23
Click this checkbox.
24
Click "CANCEL"
25
Click "CANCEL NOW"
Alert! Register the Child for the new program using (SOP CC1)
Participant Changes Membership Types and Fees must be Adjusted
26
Change Membership Type (SOP M3)
27
Enter New Membership Type here
28
Change Member status to fulfil new membership Requirements
29
Then Click "Submit"
30
Click "Membership Information"
31
Click "FINANCIAL"
32
Click "Transactions"
33
Select the Child Care Program they are enrolled in that needs a price adjustment
34
Click this checkbox to select all instances
35
Click "CANCEL"
36
Click "CANCEL NOW" and do not keep them on the roster
37
Click "Membership Information"
38
Click here to re-register them with the new rate
39
Click "Register for Programs"
40
Select the Program
41
Register as usual (SOP CC1)
42
Click "NEXT"
43
Click "REGISTER"
CC2: Changes to Registrations
Jamie McGrath
43 steps
3 minutes
Daxko
Modifying Registration Questions
1
Click on Child Care
2
Click "Manage Programs"
3
Select the program drop down you are searching for
4
Click "Q&A"
5
Find the participant you are changing answers for and select the edit pencil under "Answers"
6
Edit the answers and click on Save
7
Click Save when finished
Changing Rate Plans or Days of the Week
8
Navigate to the Member Information Page
9
Select Financial and click on "Transactions"
10
Click on the "detail bubble" for the transaction you are changing
11
Select the instances you wish to modify and click on "Modify Instances"
12
Click "Change rate plan"
13
Select the weeks you are changing
14
Click Continue
15
This will show the instances you are changing in the bottom right. Click on "Change Rate Plan"
16
Choose the new plan
17
Click "Choose rate plan"
18
Ensure they are still applying the sibling discount or any other discounts that are applicable
19
Click "Save Changes"
Moving the Registrant to a Different Program
20
Navigate to the Membership Information Page> Financial> Transactions
21
Click on the Detail bubble of the transaction you are looking for
22
Select the weeks in which the child is moving to another program
23
Click this checkbox.
24
Click "CANCEL"
25
Click "CANCEL NOW"
Alert! Register the Child for the new program using (SOP CC1)
Participant Changes Membership Types and Fees must be Adjusted
26
Change Membership Type (SOP M3)
27
Enter New Membership Type here
28
Change Member status to fulfil new membership Requirements
29
Then Click "Submit"
30
Click "Membership Information"
31
Click "FINANCIAL"
32
Click "Transactions"
33
Select the Child Care Program they are enrolled in that needs a price adjustment
34
Click this checkbox to select all instances
35
Click "CANCEL"
36
Click "CANCEL NOW" and do not keep them on the roster
37
Click "Membership Information"
38
Click here to re-register them with the new rate
39
Click "Register for Programs"
40
Select the Program
41
Register as usual (SOP CC1)
42
Click "NEXT"
43
Click "REGISTER"
