Client and Registration Features

Settings that control the Client data and the online registration process.

• Approval Codes

  Approval Codes are text fields that require the client to enter specific text in order to add the course section to their cart. This feature provides an organization the ability to display course sect...

• Client Profiles

  The Client Profile form of the WebReg module gathers the contact information and other pertinent details of the Client. Numerous elements of the form are user-defined. Applies To:    Enterprise    Plu...

• Conflict Checker

  Enabling the Conflict Checker triggers a registration process to check if the client has a date, day, or time conflict with registrations in their cart. Applies to: Enterprise   Plus   Basic This feat...

• Copying Classfication Questions from R2 to R3

  This user guide provides step-by-step instructions on how to copy classification questions to R3 using R2. By following these instructions, you can easily transfer classifications and streamline your ...

• Custom Questions (Release 3)

  Custom Questions allow for special questions to be asked of a client via the WebReg module at the time they register. If the WebReg module cart contains client members, the questions will also be aske...

• Custom Questions (Release 2)

  Custom Questions allow for special questions to be asked of a client via the WebReg module at the time they register. If the cart contains client members, the questions will also be asked regarding th...

• Drops and Changes

  If enabled, allows a Client to either Drop or Change a registration from the MyAccount section of the WebReg module. Applies To:    Enterprise    Plus    Basic To Enable Client Drop Registration Go to...

• Email Confirmations

  A confirmation email is automatically sent to a client that registers online via the WebReg module.  Applies To:    Enterprise    Plus    Basic There is no setting to enable or disable the automatic e...

• Enforce Prerequisites

  Prerequisites can be enforced when clients register via the WebReg module. Applies To:    Enterprise    Plus Course Prerequisites are created at Main Menu > Courses > Prerequisites. To Enforce Prerequ...

• Exit Surveys

  If enabled, displays an Exit Survey link at the Checkout Complete page after the registration process is complete and successful. Applies To:    Enterprise    Plus    Basic To Enable a Client Exit Sur...