Corporate OnHold Slots

This article explains how to create and manage OnHold registration slots for corporate or contract training scenarios. The OnHold feature allows organizations to reserve registration slots without assigning client names until registrations occur.

Important Notes:

• This feature is available only in the Admin module.
• It is not compatible with organizations using the InvoiceA Payment method.

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Creating OnHold Slots

Follow these steps to create OnHold registration slots:

1. Navigate to the corporate client record requesting the OnHold slots.
2. Ensure the corporate client is linked to a company in the Company field of the Client/Employer panel.
   • Tip: Attach the company to only one corporate client record.
3. Add a new Assignment for the course section.
4. Set the Enrollment Status to Enrolled’OnHold.
5. Enter the Quantity as the number of slots to be placed OnHold.
6. Save the Assignment.

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Registering Clients and Using OnHold Slots

Follow these steps to register clients and automatically use the OnHold slots:

1. Go to the client registering for the course section.
2. From the Members tab, confirm the client is a member of the Primary Account holding the OnHold slots.
3. Use the Add Assignments option to add a new assignment for the course section with OnHold slots.

Step-by-Step Process:

• Step 1: Add the company name for the invoice.
• Step 2: A red prompt will appear indicating that the Primary Account has OnHold slots available.
  • The prompt displays the number of OnHold slots.
  • First Question: Would you like to use the OnHold slots for this registration?
    • If Yes, the quantity of OnHold slots in the original assignment will be reduced accordingly.
  • Second Question: (Varies by Payment Method)
    • For InvoiceB and InvoiceC methods: Users will see a prompt asking if a separate invoice should be created for this registration and company.
      • If No, the client invoice will be created with full credit and a zero balance.

1. Complete the remaining steps of the Add Assignments process as usual.
   • The selected options will be applied automatically during processing.
2. Note: You can register both OnHold and regular registrations simultaneously during the same Add Assignments process.

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eLearning Resource

For more information, access the eLearning: Corporate OnHold Slots lesson.

• Tip: To open the eLearning lesson in a new tab, Right-Click and select "Open link in new tab."

eLearning: Corporate OnHold Slots

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Conclusion:
The OnHold registration feature streamlines the process of reserving and managing corporate training slots. Follow the steps outlined to effectively create, manage, and utilize OnHold slots. For further assistance, refer to related articles or contact support.

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