Add a “Create or Update my Account” button to any Cogran installation Front Page. To turn this on, visit the back office.
Add a “Create or Update my Account” button to any Cogran installation Front Page. To turn this on, visit the back office.
In some cases, an organization does require more information about a customer—for example, their name on a ticket, or their emergency contact info. This option is available during POS registration.
Keep track of each contact by recording a comments This helps you carefully manage each user.
All customers can update their accounts from their household account. This is handy for customers who want to update their account and for customers who must provide more account information in order to register using Quick Registration.
Customers can update their accounts from their household account. This is handy for customers who want to update their account.
Use this form to verify that a household is receiving the appropriate prices.
Cogran will automatically combine the two records and all related informoation incuding registrations and payments. The security records will also updated and removed when not used. The latest security record will be used.
Sometimes a registration must be swapped from one participant to another. This method does not update a payment record, but if no financial changes are required, it is a quick solution.
The customer view is different than the admin view. This is a handy way to explain the view.
Validate residency, update tax rate, and manage group rates.
Using online attendance tracking means that occasionally updates will be required. These instructions describe how to update an attendance record on a household account.
Contact information for registrants may change. While they can update their info during the regsitration process, it is handy to update it as an admin, too. Log into the Back Office. Household Contacts To View Household Contacts click the three-dot menu icon. The top option is Household Contacts. Select.
Background checks may be important for your organization if adults work with youth.
Household and Contact records provide a 360 view of a customer’s experience with Cogran. Use this to update info and investigate households and contact records.
Household Credits.
The household account is the backbone of the system.
Merge two contacts and/or households. Useful for de-duping!
Helping your registrants can include registering a new household member on existing accounts. This is accomplished via the Front Page.