BEST PRACTICE: Auto-Save Class Selection for Group Signup Programs
If you're using group signup for your summer programs (for example, for scouting camps) you can make it easier for administrators and registration owners to update existing registrations for group signup programs (like summer scouting camps).
Previously, people who updated their registrations to assign registrants to session events (classes and activities) had to complete the checkout process to save their selections. You can now configure your group signup program to allow people to name registrants and select session events for an existing registration without needing to complete the checkout process to save their changes. Registration owners can simply log in, select the registration they wish to update, and make their changes. The changes will be automatically saved.
To enable this feature, follow these steps:
- Choose one of the following in the Programs tab in Event Management:
- If you’re creating a new program, click New Program. The Manage a Program page is displayed.
- If you’re updating an existing program or modifying a copy of a program, click the name of the program. The Manage a Program page will be displayed.
- In the Event Type menu, select Group Signup. The page will redisplay with options for group signup programs.
- In the Registrants and Classes menu, select Save updated session event selections (classes and activities) even if checkout is not completed.
- Follow the procedure to configure or change other options on this page as needed for your program.
- At the bottom of the page, click Save. Registration owners will be able to update session event selections for completed registrations without completing the checkout process again.
WEBINAR SERIES: Understanding and Customizing Doubleknot Reports
The response to Thursday's reporting webinar was so positive that we've developed a continuing series of webinars about Doubleknot's reporting features. Sign up for any or all of these webinars to learn how to get exactly the data you need. If you miss a webinar, the video will be posted online (we'll let you know when the video from the first webinar is available). The upcoming webinars are:
Understanding Program Reports and Tailoring Them to Your Needs
| | | Audience: All organizations that use the Programs module Description: This webinar explains the reports available in the Programs module and how to modify them to meet your needs. Date: Tuesday, March 17, 2015 Time:4 PM Eastern/1 PM Pacific Register: https://attendee.gotowebinar.com/register/6441065924451671041 |
Understanding Reservations & Facilities Reports and Tailoring Them to Your Needs
| | Audience: All organizations that use the Facilities module Description: This webinar explains the reports available in the Facilities module and how to modify them to meet your needs. Date: Thursday, March 19, 2015 Time: 2 PM Eastern/11 AM Pacific Register: https://attendee.gotowebinar.com/register/1903955381689882882 |
Understanding Membership Reports and Tailoring Them to Your Needs
| | Audience: All organizations that use the Membership Management module Description: This webinar explains the reports available in the Membership Management module and how to modify them to meet your needs. Date: Tuesday, March 24, 2015 Time: 4 PM Eastern/1 PM Pacific Register: https://attendee.gotowebinar.com/register/8262587255769655810 |
Understanding Financial Reports and Tailoring Them to Your Needs
Additional Reports and Reporting Features
| | Audience: All organizations Description: This webinar explains additional reports such as Registrations by Zip Code report and the Daily Registrations reports, and how to modify them to meet your needs. Date: Wednesday, April 1, 2015 Time: 2 PM Eastern/11 AM Pacific Register: https://attendee.gotowebinar.com/register/1175826895939482626 |
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