Attendance
Rosters: Pulling a Print-Friendly Roster
Take attendance online in the back office.
Using online attendance tracking means that occasionally updates will be required. These instructions describe how...
Taking attendance is easy with the barcode reader
Online attendance is a handy way to manage your day
Rosters and attendance reports are easy to access on the Front Page.
Often, the waivers agreed to by customers need to be stored in hard-copy form. To...
When a customer does not have a member card, it is handy to be able...
Barcodes on Rosters To show or hide barcodes on Cogran’s Print-Friendly Rosters:
Changing Registrations
Add a document to a registration season. This will be available for the customers to...
Documents support a Cogran System with downloadable forms that can be submitted online.
Sometimes, you need to gather a hard copy of a document from your registrants. This...
Upload documents to the media library, then assign them to registration periods.
Provide refunds from Cogran via Stripe to your customers.
Drop (without price changes) or swap participants from one session or class to another using...
The special request is a great way to find out useful information for a specific...
If no payment adjustment is needed, simply swap a registrant from one session to another.
A participant who has been dropped from a program can be un-dropped. Here's how!
Sometimes a registration must be swapped from one participant to another. This method does not...
All regsitrations roster, independent of payment status. If spaces should be left for new registrants,...
Sometimes it is handy to unenroll a contact without a financial transaction.
Class Management
Drop (without price changes) or swap participants from one session or class to another using...
Create a class or group, add participant, and swap them in this simple workflow!
Online attendance is a handy way to manage your day
Rosters and attendance reports are easy to access on the Front Page.
Document Management
Helping Your Registrants
User Profiles can be viewed and printed.
The user experience when answering questions.
Helping your registrants can include registering a new household member on existing accounts. This is...
Provide refunds from Cogran via Stripe to your customers.
Register a user that already has an account using Cogran.
The special request is a great way to find out useful information for a specific...
The customer view is different than the admin view. This is a handy way to...
After a registration period opens, a customer may want to change or update their registration...
Customers can update their accounts from their household account. This is handy for customers who...
Unable to Proceed with Registration
Household and Contact records provide a 360 view of a customer's experience with Cogran. Use...
Sometimes, a contact may register the wrong participant for a program. To change registrations within...
Once an online registration and payment has been made, an email confirmation is automatically sent.
Cogran provides extensive back office registration reports
Make a full or partial refund.
Admins can pull up order receipts and print them out.
The customer experience of purchasing tickets is very quick and should be a process that...
Often, the waivers agreed to by customers need to be stored in hard-copy form. To...
Cogran makes it simple to add a payment to a registrant's account.
ometimes, registrants may mistakenly enter themselves as residents. However, to prevent people from falsifying their...
Follow these steps to process a mailed-in check
Cogran allows for retrieval of the username or password on the login or sign-in form.
When someone calls you with registration questions, you can finish their transaction over the phone.
As one registration closes, another approaches! Registration programs of all kind must prepare to manage...
Sometimes it is handy to unenroll a contact without a financial transaction.
Turn device Click Feedback button to report to Cogran
How to Complete an Unconfirmed Registration for a Participant
Display user information in the Front Page
Change a user's email address used during login.
Use an admin login to register any user!
All customers can update their accounts from their household account. This is handy for customers...
When your price is wrong, there are a few places to check!
If you are having issues with the display of your Front Page: Refresh display in...
Notes
Track deposit refund details and other unique info about a reservation with a notes added...
Keep track of each contact by recording a comments This helps you carefully manage each...
Waitlist
Waitlist management is simple in Cogran. Using a waitlist, admins can fill every available slot...
Following up with Waitlisted Customers after the inital invitation is useful.
Waitlist Communications are essential to let customers know that their program is available
Control how many people can register for different programs and set waitlist limits.
If using Waitlist approvals, follow these steps to approve registrants.