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May 26, 2017
No matter what kind of organization you run, the contents of the Revenue Report represents the bottom line. Join us on Thursday, June 8, 2017 at 2 PM Eastern/11 AM Pacific for an informative webinar in which we'll discuss:
- All of Doubleknot’s Revenue Report options
- Customizing the Revenue Report to meet your exact needs
- Using report data for forecasting and planning
If you have any specific questions that you’d like us to address in the webinar, please submit them by June 2 to Emiller@doubleknot.com.
Streamline Admin Registration Entry with "Search & Select Owner"
Sometimes, you might need to enter registration information on behalf of a constituent who already has a profile in your system.
Instead of entering all of their information from scratch, you can look up the member profile and assign the person as the registration owner.
When you search for and select a registration owner, all of that person’s information —name, email address, etc.—will automatically be available for you to use during the registration. And, the “Add Someone I’ve Signed Up Before” link will display a list of people associated with their account so you can easily add them to the registration, too.
When a logged-on administrator begins a registration or reservation, the Search and Select Owner page is automatically displayed. (For programs using Group Signup, the Select Group page is displayed instead.)
To search for and select the registration owner, follow these steps on the Search and Select Owner page:
- In the fields, enter identifying information about the registration owner.
- Click Search. A list of member profiles matching the criteria will be displayed.
- Choose one of the following:
- If the registration owner’s profile is in the list, click Select and continue the registration.
- If the registration owner’s profile is not displayed, enter different criteria or click New Owner to begin the registration process and create a new registration owner.
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