Video Helpdesk

Cogran’s Admin Menu is accessed by the Front Page. The Admin Menu includes many key administrator functions, from refunds to receipt reprints to member card swipe!

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Thank you for choosing Cogran! This short video provides an overview of the first information we will seek from you and your team.

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A basic card is easy to create. Just fill out a few required fields!

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New to setting up a Cogran registration? Review this video for a general overview of programs, sessions, and registration periods!

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A video overview of registration setup, testing, and reporting.

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Rosters: Pulling a Print-Friendly Roster

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The type of card assigned to a program will impact the checkout, from registration to POS to reservations. Learn more here!

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Cogran uses many lookups throughout the system. Change the dropdown content here.

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Provide refunds from Cogran via Stripe to your customers.

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Divide an unpaid transaction into two unpaid records.

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Edit or update a session using this quick method.

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Upload an image to Cloudinary and then add it to the media library. This example is for a card, but the process is the same for banners and previews as well.

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Create a class or group, add participant, and swap them in this simple workflow!

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Drop (without price changes) or swap participants from one session or class to another using the handy Drop or Swap list. Choose to use the edit form, the grid, or dive into the household account.

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Take attendance online!

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Create a user account for an admin, update the password, and log in with the new account

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Registration Direct Links make a quick easy link to registration

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Register a user that already has an account using Cogran.

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Cogran charts are easy and a great way to easily understand data about your system.

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The user experience when answering questions.

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Go right to a card to update or add more! No need to access it via the Front Page.

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Update dropdowns in a form, for registration forms or other forms.

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Helping your registrants can include registering a new household member on existing accounts. This is accomplished via the Front Page.

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Setting up questions but not sure how they will look? Check out this quick video to view the Registrant’s Experience.

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Take attendance online in the back office.

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https://youtu.be/eLpa7bRsbIs?si=T_XRLrBY9wkJnixc https://www.registerwithcogran.com/clone-programs-to-a-registration-period/

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