Cloning a Registration

Admin Level - Super User

Be sure to follow these steps exactly to clone your registration system. Failure to do so may open the previous registration by mistake.

  1. In the vertical side menu click Org Tools > Registration Admin.
  2. Click the registration title.
  3. Scroll to the bottom and click Save Changes to a New Registration (Clone).
  4. Find this cloned registration. It will appear as CLONE - Reg Name.
  5. If you do not see "Clone", do steps 1-3 again.
  6. Click the cloned registration title and update any information to be current, including the Registration Title, Short Title, and dates.
  7. Click Save Changes.
  8. Click Manage by the cloned registration (the title should now be your new one) to ensure there are no registrants in it.
    1. If you see no registrants, close the tab/window and proceed to step 9.
    2. If you DO see registrants, you likely clicked the incorrect Manage button. Make sure to click Manage by the registration you changed.
  9. If you are ready to activate the new registration, check the box by it and click Set as CURRENT.

Applying a Credit Card Transaction Automatically

Admin Level - Super User

Please note certain laws govern this functionality and they differ from state to state. As of Oct. 13, 2016, the following states prohibit adding credit card surcharges: California, Colorado, Connecticut, Florida, Kansas, Maine, Massachusetts, New York, Oklahoma, and Texas. 

To automatically apply the CC surcharge fee to the account at registration checkout:

  1. In the side menu click System Admin > Registration Admin.
  2. Click the name of a registration to edit.
  3. Click Fees Setup tab.
  4. Set Charge CC Processing Fee to Yes.
  5. Fill in the fees and chart of account.