Running Your Cogran System
Administration
User Profiles can be viewed and printed.
Register a user that already has an account using Cogran.
Communications
Create new templates for reservation approvals and other uses in the facility approval calendar.
Update or add to the list of SMS text message carriers.
Facility contracts appear at checkout. To edit or change them, follow these instructions.
Sent an email to every customer who has registered within a single regsitration period.
Create a new email template to be used again and again!
How to find and update an email template
Cogran automatically sends confirmation emails to users. These emails can be updated by admins in...
Remind your customers to make an installment payment with a friendly email.
Once an online registration and payment has been made, an email confirmation is automatically sent.
Bulk emails are easy ways to contact groups of users!
Front Page Admin
Cogran's Admin Menu is accessed by the Front Page. The Admin Menu includes many key...
Download Cogran's App as a site admin
Add links to Cogran from your Front Page, a mailing campaign, and more.
Admins and members of the public can make payments on customer accounts.
Rosters and attendance reports are easy to access on the Front Page.
Admin overrides to the set price are performed using the Price Adjustment at the program...
Manage refunds or cancellations for your clients.
The Admin Center on Cogran's Front Page is the place to do quick refunds, grab...
Monitoring registrations is a powerful function of Cogran. Use the Dashboard on the Front Page.
Admins can pull up order receipts and print them out.
All of Cogran's reports have extensive features for exports, emailing lists, and more.
Display user information in the Front Page
Follow these steps to process a mailed-in check
Helping Your Registrants
Helping your registrants can include registering a new household member on existing accounts. This is...
Change a user's email address used during login.
All customers can update their accounts from their household account. This is handy for customers...
Customers can update their accounts from their household account. This is handy for customers who...
The customer experience of purchasing tickets is very quick and should be a process that...
The customer view is different than the admin view. This is a handy way to...
Cogran provides extensive back office registration reports
Provide refunds from Cogran via Stripe to your customers.
Sometimes it is handy to unenroll a contact without a financial transaction.
Cogran allows for retrieval of the username or password on the login or sign-in form.
Household and Contact records provide a 360 view of a customer's experience with Cogran. Use...
If you are having issues with the display of your Front Page: Refresh display in...
Unable to Proceed with Registration
Admins can pull up order receipts and print them out.
User Profiles can be viewed and printed.
Make a full or partial refund.
Cogran makes it simple to add a payment to a registrant's account.
Register a user that already has an account using Cogran.
The user experience when answering questions.
Use an admin login to register any user!
Turn device Click Feedback button to report to Cogran
When your price is wrong, there are a few places to check!
Display user information in the Front Page
When someone calls you with registration questions, you can finish their transaction over the phone.
How to Complete an Unconfirmed Registration for a Participant
Once an online registration and payment has been made, an email confirmation is automatically sent.
Follow these steps to process a mailed-in check
Security
Change a user's email address used during login.
Updating an admin's access level is at the User Security level.
Create a user account for an admin, update the password, and log in with the...
Add additional administrators to your system
In cases where the user may not be able to reset the password online due...
Different staff members can have different security roles. These roles may require limited access to...
User security keeps accounts safe and secure with protected passwords and usernames.
How to Look up a Username for a registrant.