Organizations may need to set up a corporate or contract client to handle bulk or quantity-based registrations without attaching individual registrant names. Follow these steps to create a Corporate Client record.
Applies To: Enterprise, Plus, Basic
Steps to Set Up a Corporate Client
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Navigate to the Client Setup:
- Go to Main Menu → Clients → Client Info.
- Select New from the blue toolbar.
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Enter Client Information:
- Fill in all required client fields as you would for a regular client.
- In the First Name and Last Name fields, use the company name as desired (these fields are required).
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Set Client Type to Corporate:
- Go to the Other Section/Other Tab of the client form.
- Change the Client Type to Corporate.
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Save the Client Record.
Registering Clients Under a Corporate Account
- When adding a Client Registration for a corporate client, a Quantity field will appear in the Assignment screen.
- Enter the total number of registrations purchased by the company.
- Important: Individual student names cannot be recorded using this method. If names are required, clients and assignments must be entered individually as usual.
Billing a Corporate Client
- Follow the same billing procedures used for regular clients when invoicing a corporate client.
For further assistance, refer to related articles or contact support.