CC1: Registration
Garrett Coler
49 steps
5 minutes
Daxko
Google Account
Google Meet
Processing a New Childcare Registration
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Select the participant you want to register for the program and navigate to their membership information page
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Select "Actions"
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Click "Register for Programs"
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Select the tag of the program or search it in the "search bar" up top
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Select the correct program and days attending
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Click Register when ready
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This will take you to the date confirmation page, confirm the dates and click "Next"
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You will need to add an authorized pick-up on the account
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Click this dropdown.
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Select the participant you are registering for the program.
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If you know you are registering more than one participant from this family you can select the other siblings listed on the account now as well
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You will need to select the relationship to the participant as well for all authorized pickups
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When finished click "Save"
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Click "NEXT"
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Verify all days attending and click "Register"
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From here you can take a payment for the single child registration, or you can navigate back to the membership information page to add another participant (If you are registering a single participant skip to (Slide #29 )
Multiple Children Registration
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Select on the second child you will be registering for the program
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Click "Actions"
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Click "Register for Programs"
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Click the tag you are looking for or search the program in the "Search Bar" up top
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Select the program they want to register for
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Click Register
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Check the dates and payments and select "Next"
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As you can see PussN' Boots is already authorized to be picked up by Dad as we completed this before
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Click "NEXT"
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Click "REGISTER"
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Now we are going to navigate to take a payment and schedule the remaining balance
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Use these check boxes to select all registrations, We will be applying a sibling discount to the registration and it will apply to all instances
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Once they are all selected click on the "Discounts" Dropdown
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Click "Apply Discount"
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Scroll to the bottom, ensure that the location is correct, and apply the appropriate discount from the dropdown
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Once chosen, click on "Select"
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Click Apply
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Now we are going to take a payment that is due today
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Select payment method
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Submit
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Email them the receipt
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Click "SEND"
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Click "CLOSE"
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Use the bread crumb trail to navigate back to the membership information page to set up the payment plan
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Click on the unscheduled payments tab
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Select all payments available with the blue check boxes
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Once those have been selected click on the drop down arrow next to "make a payment"
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Click "Schedule Payment"
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From here you can schedule payments, monthly, weekly or on specific days.
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Click the "Payments made on Due dates" field.
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Click "Generate Schedule"
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If you are satisfied with the generated schedule then click "Save"
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This will navigate you back to this scheduled payments page (you can check the payment schedule here)
