The Registration Note Options are missing from the drop down?

The Registration Note Options are missing from the drop down?

If the registration note options are missing from your drop down option in either the Online Registration Form or the POS(point of sale) process, please check your setup.

If there is a "," (comma) at the beginning of your list, this is why they will not appear.

Once you remove that comma in your setup, the list will then populate and work as it was meant to.

Is there a way to see current registrations that do not have payments applied yet?

Please go into Reports -Financial Reports - Registration New Payment Report

Then make sure you are in thecurrentregistration season.

In the grid - you have different columns - explanation below as to what each number means:

1 - No Payment - Incomplete Registration

This means that a member has logged into the registration/members area and started to create their registration but did not finish.

We recommend that you click on the blue number to drill down to a more complete report and connect with the customer if it looks like they may have attempted to register but didn't. Or it could be a member already registered and the value of this registration is $0, then you can just delete it.

2 - No Payment - Completed Registration

This means that a member has completed their registration but selected the option of OFFLINE PAYMENT. When you click on the blue number, it will give you a list of who still owes the club money. You also have the option to email all members to remind them on how they can submit their payment to the club.

If this person decides not to attend, and does not submit payment, you can delete the invoice/registration from this page.

3 - Partial Payment - Completed Registration

This means that a member has only partially paid an invoice and still owes the club money. You can send a reminder for them to submit payment or you can apply payment to this screen (once you have clicked on the blue number)

4 - Full Payment - Completed Registration

This area is where you want all of your registrations to fall under - full registration completed and completely paid. They are finished with their registration and paid in full.

Must add Refund Policy to your Online Registration (OLR) Setup - General Settings

With new requirements and changes within the Merchant Account Services to accept payment during online registration, one of the new policies is that each organization must display their refund policy during the check out process.  Your customers will have to click to agree to these policies when they are checking out and paying online.   Please follow the instructions below, on where to make this update.

  If your organization does not have a refund policy, just add "no refunds on your purchase" so that your members/customers are aware that they can not ask for a refund.  

It is mandatory that each organization add something to this required field before going live with their next registration.  Thank you.

You only have to add this ONCE, then it will be available for ALL REGISTRATIONS that are turned live.  You can make updates at any time.

Follow this process:

To add your REFUND POLICY, please go to Setup - OLR setup, click Continue, click Edit Existing Registration, and click General Settings

The last field option - Refund Policy - is what you must update.  Please click Save when done.