Updating Registration Periods

  • To update the registration period, click the “edit” button (a pencil).
  • To make bulk or quick changes, toggle from list view to grid view. This turns the list of registration periods into a dynamic grid that can be edited and sorted.
  • To add programs and other registration options, click the “go-to menu” (three horizontal dots).

INSTRUCTIONS

Registration Setup>Registration Periods
Search.
Select the Registration Period that needs to be updated.
The Registration Period Setup form populates.

Some information can be quickly udpdated in the grid.
Toggle from list view to grid view.

In this view, click on a grid panel to update the content. If a column name is not fully displaying, click on the colum and drag it to be wider. Rearrange the data by dragging columns into the desired order.

Data that can be updated in the grid is:

  • Registration Period name
  • Status
  • Year
  • Season
  • Archive
  • Admin User
  • Registration Start Date
  • Registration Close Date
  • Age Eligibility Cutoff Date
  • Early Registration Discount Ends
  • Last Installment is Due On
  • Registration Starts This Many Days in Advance

LIST VIEW

All data can be updated in List View by clicking the pencil icon next to the list of Registration Period names.

  • Tab One: Basic Information
    • Registration Period Name: Name this Registration Period.
    • Type of Registration Period:
      • Choose Registration for programs that allow users to register and memberships.
      • Choose Calendar only for programs that are not for registration (like free parks events).
      • Fees are credits are for admin only and do not allow public registration.
    • Status: Set to open for this period to automatically become available to registrants on the date for opening registration. Set to closed to close registration for all programs.
    • Year: Update the year.
    • Season: Choose a different season from the list to update.
    • Archive: Click to hide from display and reports. Uncheck to show.
    • Security Filter: Access Control. Choose an admin user’s username.

  • Tab 2: Registration Dates
    • Registration Period dates open and close registration for a registration period or season. These dates will automatically apply to all registration options added to this period. Note that past and full registration options will automatically be excluded from further registrations. (Overrides for individual programs can be done at the session level).
    • Registration Start Date: Registration for your users will automatically start on this date. (Event must also be set to “Open” status).
    • Registration Start Time: Set a time for registration to begin.
    • Registration End Date: Registration for your users will automatically end on the date set for Registration to end.   (Events may also close due to being full or being manually closed by an administrator).
    • Age Group Eligibility Cutoff Date: If an age is set on the program, the participant’s birthday must be on or before this date in the relevant year. The age on the program plus this date will filter the participants eligibility for the programs in this registration period. Read more about Age Restrictions. 
    • Member Only Expiry Date: Restrict registration to members up to the morning of this date.
    • Early Registration Pricing Ends: Early Registration Discount (“Early Bird”). Early registration fees are set at the program level for the programs that include an early registration discount amount. This date will end the early registration at 12:01 AM, when regular pricing will begin.
    • Late Fees Begins: Late registration fees begin to apply as of this date for the programs which contain late fee pricing. Fees begin to apply at 12:01 on this date.
    • Last Installment is Due on: Installment Period End Date. The last installment will be billed on this date for programs with an installment program.  Note: Other fees and discounts apply to first installment only.
    • Repeated Sessions Only: Registgration Opens Days in Advance. In registration periods created using the Repeat Session ONLY, this allows registration for repeated sessions to open this many days in advance.
  • Tab 3: Contact Information
    • Contact Name: Contact Details for this Registration Period. This information will appear on the public homepage.
    • Contact Email: Contact Email for this this Registration Period. This information will appear on the public homepage.
  • Tab 4: Clone Registration Programs
    • Use this to copy programs from another registration period. After adding the registration programs, be sure to save and visit the “go to” menu to review the programs for any necessary updates.  This MUST be done before adding sessions (below).

After saving, your new registration period will appear in a list.