Registration Setup

Registration Periods and Sessions


Registration Periods set registration dates. Once a Registration Period has been created, Registration Options–like programs, memberships, or tickets–are added. These steps create the registration. Once a Registration Option has been added to a registration period, final option is to add the specific dates, times, and locations for each session are added.

Video: Update Dropdowns in a Form

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

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Video: Registration Overview Intro

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

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Updating the Registration Form

At the heart of a registration system is the all-important registration form! These instructions are how to update it, as well as some useful tips to make sure the data you are collecting winds up in the right place later!

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Registration Options


Registration Options–like programs, memberships, or tickets–are the building blocks of Cogran registration.

Video: View Questions from a Registrant’s Perspective

Setting up questions but not sure how they will look? Check out this quick video...

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Video: Set Up, Test, and Report on Registrations

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

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Video: Registration Styles

The type of card assigned to a program will impact the checkout, from registration to...

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Video: Registration Overview Intro

New to setting up a Cogran registration? Review this video for a general overview of...

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Updating Lookups for Dropdowns

Update lookups right from the form!

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Update Cards for Registration Options

When cards change, it's important to also update the programs on which they appear.

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Smart Questions

Smart questions are a way to futher enhance registrations in Cogran. When registering for a...

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Set Capacity & Waitlist

Control how many people can register for different programs.

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Resident Price

Residents may pay reduced rates. This option is eligible for program, store item, day pass,...

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Registration Option Dropdowns: Update Lookups in-form

Some Cogran forms include the option to update the content of dropdowns right in the...

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Regional Registration Restrictions

Regional restrictions hide programs based on a region that is assigned to a specific program...

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Questions

Questions allow registrants to share additional information during the registration process for specific registration programs....

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Installment Plans and Deposits

Breaking up the monies due into smaller installments can be a great way to make...

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Info: Update the info button content on cards and registration options

Make the most of the more info section on registration options and cards!

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How to Unarchive

Once you have archived an item, you will be able to find it by following...

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Document Upload: How to Add and Assign Documents to Programs and Registration Periods

Documents support a Cogran System with downloadable forms that can be submitted online.

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Deleting: Unknown Error (before System go-live)

Getting unknown error when you want to delete? The item is probably in your shopping...

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Create a Volunteer Registration

Support your volunteers, understand your organization, and handle even the most complicated arrangments of groups...

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Create a Ticket

Cogran has tickets for POS options.

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Create a Store Product

Store products can be added to a POS card for a quick POS transaction. Store...

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Create a Program

In Cogran, most registrations are for Programs. The Program can be a class, a camp,...

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Create a POS Membership

Create memberships outside of registration using the POS system.

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Create a Membership

Set up memberships for sale in Cogran

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Create a Equipment Loan

Equipment Loans allow administrators to offer items for loan and for return.

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Create a Donation

Set up donations using Cogran. Allow donations via POS (with quick checkout) or in traditional...

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Create a Day Pass

Cogran allows the creation of Day Passes for drop-in based entry. Day passes can be...

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Coupon Codes

Use Coupons to apply discounts!

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Calendar Colors

If your program is appearing in a color you would like to change, follow these...

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Archiving

On your item file, you have the option to "archive." Here's how to do it...

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Answer Library

Registration questions and Smart Questions may require dropdown or select box answers. Learn how to...

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All About Questions on Registration Options

Add Questions to Programs for Added Power

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Add-On Programs

Add-on programs are only available during registration.

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Registration Periods & Sessions


Registration Options–like programs, memberships, or tickets–are the building blocks of Cogran registration.

Cogran streamlines setting up registrations by using registration periods to open and close registrations. That means you can add your registration options, like all of your summer programs, to a single registration period, saving the time of re-adding the same info again and again. At the same time, registration periods group the programs to make bulk emailing and reporting quick.

All of the programs and other registration options in the same registration period inherit the same dates, making it so easy to avoid data-entry and enhance automation. Registration periods automate early registration dates and late fees, check age group eligibility, and more. Not only that, but next season, you can copy it to streamline your go-live process!

Weekly/Daily Registration Programs

Create daily/weekly registration opportunities for program signups.

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Video: Set Up, Test, and Report on Registrations

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

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Video: Registration Overview Intro

New to setting up a Cogran registration? Review this video for a general overview of...

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Video: Registration Direct Links

Registration Direct Links make a quick easy link to registration

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Video: Find Sessions Quickly

Edit or update a session using this quick method.

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Updating Registration Periods

Registration Periods can be updated.

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Updating Lookups for Dropdowns

Update lookups right from the form!

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Update Last Installment Date

Update the last installment date

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Set Sessions to Display on Calendars

Set programs to display on the calendar using these surefire techniques!

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Set a Deposit With One Further Payment

A deposit is a great way to receive payment for your programs.

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Sessions

Sessions are the third step in setting your registration season open.

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Session Locations: Adding Locations

When setting up registration, one handy feature is listing the location of a program. Here...

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Session Days of Week: Adding Days of Week

Add days of week to your sessions. useful for unique weeks, such as no classes...

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Reserve a Facility for a Session

Prevent double-bookings by synching programs to the facility calendar.

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Registration Limit, or Capacity, for a Session

Managing capacity limits using Cogran is easy.

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Regional Restrictions

Restrict registration to only one region using this method.

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Quick Instructions: Clone a Registration Period

Copying a registration period includes the programs that have been assigned to it. This makes...

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Publish a Direct Link to a Session

Publish direct links to registration sessions.

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Pro-Rata, Per Session Pricing

Some classes are paid for individually, but registered for in a single transaction. Use this...

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Open a Closed Period

In Cogran events that are either closed or the registration start and end dates do...

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Installment Plans and Deposits

Breaking up the monies due into smaller installments can be a great way to make...

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How to Use Repeat Session: Many Separate Sessions of a Program

Use REPEAT SESSION to offer a program at the same time every day for a...

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How to Unarchive

Once you have archived an item, you will be able to find it by following...

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Hiding Sessions, Cards, and Programs

Hiding, archiving, deleteing, and other options for cards, periods, registration options, and sessions.

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Getting Started: Registration

An overview of sessions, programs, and registration periods: how they work together when setting up...

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Early Discounts and Late Fees

Early discounts and late fees apply after amounts are added and dates are set.

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Document Upload: How to Add and Assign Documents to Programs and Registration Periods

Documents support a Cogran System with downloadable forms that can be submitted online.

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Days of Week: Add Days of Week to a Session

Update the days that sessions may be available using this simple step.

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Create a Registration Period and Sessions

Make a registration period. Registration periods are when registration is offered. To offer a program...

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Close Registration for One Session

Close a registration using this method.

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Clone Registration Periods

Is it time for a new registration season? If programs are similar, consider cloning last...

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Clone a Registration Period with Sessions

Clone programs to a new registration period tp offer similar programs for a new season....

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Archiving

On your item file, you have the option to "archive." Here's how to do it...

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Age, Grade or Gender Restrictions

Item Restrictions include age, grade, and gender.

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Age Cut-off Dates: An Explanation

The age group cutoff date is used when setting up or modifying an event. They...

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Restrictions

Age, Grade or Gender Restrictions

Item Restrictions include age, grade, and gender.

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Age Cut-off Dates: An Explanation

The age group cutoff date is used when setting up or modifying an event. They...

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Set Capacity & Waitlist

Control how many people can register for different programs.

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Age and Grade Eligibility Restrictions

Registration eligibility restrictions like age group and grade are easy to manage.

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Regional Restrictions

Restrict registration to only one region using this method.

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Restrict Registrations by Age

Restrict Registration by Age

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Coupons & Discounts

Coupon Setup

Cogran's Coupon function is used to provide certain discounts at the program and program+registration period.

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Coupon Doesn’t Work

If a coupon isn't working, try these few steps to solve the problem!

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Coupons: Advanced

Advanced coupons allow single use and trackable coupons .

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Add a Member Price to A Registration Option

Member pricing on registration programs is easy to manage.

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Installment Plans and Deposits

Breaking up the monies due into smaller installments can be a great way to make...

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Set a Deposit With One Further Payment

A deposit is a great way to receive payment for your programs.

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Resident Price

Residents may pay reduced rates. This option is eligible for program, store item, day pass,...

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Early Discounts and Late Fees

Early discounts and late fees apply after amounts are added and dates are set.

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Financial Assistance Credit

This admin override is used to provide ad-hoc price reductions in transactions.

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Coupon Tracking by Household, Report, and Revenue

A crucial part of using a coupon is keeping track of how the coupons are...

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Discounts and Fees: Household, Quantity, Early, Late Fee

Cogran offers many different types of discounts, from quantity to household.

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Coupon Codes

Use Coupons to apply discounts!

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