Client and Registration Features

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

• 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...

• Family and Corporate Accounts

  Family and Corporate accounts allow a primary client to manage registrations of members of their account.   Applies To:    Enterprise    Plus    Basic The members can also log in and manage their own ...

• Quantity Registrations

  Enabling quantity registrations allows a client/student to purchase a course with a quantity greater than one.  Applies To:    Enterprise    Plus    Basic This feature is useful for corporate clients ...

• Refund and Cancellation Policies

  There are several options to display a refund policy.   To Add Generic Refund Policy Go to Admin/Security > Settings > Branch Profile > Preferences. Refund Policy: This is the general organization ref...

• Require Active Program Enrollment

  This feature restricts a client’s registrations to courses that are in the same Program Group as the client’s active program enrollment.  Additionally, this feature can also enforce a maximum number o...

• Restricting Registration Based on Age or Grade Level

  Registration can be restricted based on a client's age or grade level. Applies To:    Enterprise    Plus    Basic Access the following display options at Main Menu > Sections. Minimum/Maximum Age:  If...

• Setting When Courses Display and Registration is Allowed

  Use this section to learn what features control when services can be viewed and when registrations are allowed via the WebReg module.  Applies To:    Enterprise    Plus    Basic Setting When Course Se...

• Waiting Lists

  If enabled, waiting lists are an automatic feature of the WebReg module. Applies To:    Enterprise    Plus    Basic Important Notes: When a client registers for a Waiting List course section, no fees ...