The feature allows for a user to add registration slots OnHold without client names and then later use them as client registrations occur. This feature is designed for holding slots greater than one and that are typically a corporate or contract training situation. Note that this feature is in the Admin module only and is not operational for organizations set up using the InvoiceA Payment method.
Follow these steps to create OnHold slots
- Go to the corporate client record that is requesting the OnHold slots.
- Make sure the corporate client is attached to a Company using the Company Name field above the mailing address fields.
- Add a new Assignment for the course section.
- Set the Enrollment Status = “Enrolled’OnHold”.
- Set the Quantity = to the number of slots to be OnHold.
- Save the Assignment.
Follow these steps to register clients and automatically use the OnHold slots
- Go to the client that is registering for the course section.
- From the Members tab, make sure the client is a member of the Primary Account (client) that has the slots OnHold.
- Using the Multiple Assignment option, add a new Assignment for the course section that has slots OnHold.
- During Step 1, add the Company Name for the invoice.
- During Step 2, a red prompt will display notifying the user that a Primary Account has slots OnHold. The number of slots OnHold will display.
- The first question in the prompt is if the user would like to use the OnHold slots as part of this registration. If Yes is selected, the quantity of the OnHold slots in the original Assignment will be automatically reduced by the quantity in this registration
- The second question in the prompt varies per the site’s Payment Method. InvoiceB and InvoiceC method sites will see a prompt if a separate invoice should be created for this registration and Company. If the selection is No, processing continues as normal but the invoice created for the client will be created but with full credit and a zero balance invoice.
- Complete the rest of the Multiple Assignment process normally. During the processing step, the options selected will occur automatically.
- Note that it is possible to register both OnHold and regular registrations in the same Multiple Assignment process.
eLearning: Corporate OnHold Slots
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