Validating and following registrations
Menu Events & bookings3 min read
Select the item in a Management view, then click Slots & registrations.
A slot's registrations
- Upcoming slotsclick a slot to show its registrations, with the places taken.
- Edit the slotthe slot chosen: Open for booking, its Capacity per slot (empty, it is the item's) and, as long as nobody is registered, its date and its time. Save keeps the changes; Delete only appears for a slot with no registration.
- The slot and its countersregistered, confirmed, pending and invoiced.
- Validate all and CSV exportconfirms all the pending registrations; exports the slot's list.
- The statusConfirmed or Pending.
- Invoicingthe invoice's number, or the price as long as it has not been made.
- Validate, Refuse and Cancelfor a pending registration; Cancel alone for a confirmed registration.
- Validate confirms the registration: the invoice goes out or a card session is deducted, and the member joins the schedule's event.
- Refuse frees the place, with no invoice and no session deducted.
- Cancel cancels a registration: an invoice not yet sent is cancelled, a sent invoice is offset by a credit note. An invoice already paid is not touched.
No email tells the member about a validation, a refusal or a cancellation.
The registrants of a simple event
For a simple event, Slots & registrations opens the Registrations window:
- The eventits date and its registration deadline.
- The countersregistered, validated, pending, invoiced, and the total of the validated registrations.
- The action bar+ Register a member, Validate all, Invoice, Validate the event, CSV export and List fields.
- The fields chosenhere the age, the mobile and the group.
- The statusConfirmed or Pending.
- Invoicingthe invoice's number after Invoice.
- Validate, Refuse and Cancelas for a slot.
To register someone who signed up by phone or on paper:
- + Register a memberopens the entry.
- Membertype at least two letters of the first name or the last name, then choose the member.
- The priceif there are several.
- Registerthe registration follows the validation chosen: here, it waits.
A registration made by the club ignores the registration deadline, but not the capacity or the target audience.
List fields chooses up to five pieces of information from the records to show, export and print:
- List fieldsopens the choice.
- The fieldsaddress, email, mobile, date of birth, age, gender, group and the club's custom fields.
- Saveapplies the choice to the list, the export and the closing PDF.