Enrolling a customer in an activity

Enrolling a customer in an activity includes the following steps.   

1. Go to Front Desk > Registration > Enroll.

2. On the Activity Enrollment page, enter criteria that you want to use to search for an activity.

   • Enter all or part of the Activity Name. Try typing just the first few characters of the name if you are unsure of the wording.

   • Enter the Activity Number if you know it.

   • Enter the Season, Term, Facility, Site, Supervisor, and/or Instructor.

   • If you get too many search results, try entering information into additional search fields. This should narrow down your search.

   • If you get no results, try removing information that could possibly have been misspelled from your search criteria. Focus on search fields that use numbers or dropdown lists, like Activity Number, Season, or Instructor.

3. Click Search.

4. Click the Name of the activity that you want to enroll in.

5. In the Find Customer section, enter criteria that you want to use to search for a customer.

   • Enter one or more of the customer's names. Try typing just the first few characters of the name, or click Sounds Like if you are unsure of the spelling.

   • Enter the customer's Email Address or Phone number.

   • Enter the Customer ID, Family ID, or alternate key if you know it.

   • If you get too many search results, try entering information into additional search fields. This should narrow down your search.

   • If you get no results, try removing information that could possibly have been misspelled from your search criteria. Focus on search fields that use numbers, like Phone number or Zip Code.

6. Click Search.

7. Click the Name of the customer who you want to enroll.

8. If the activity is configured to require a USA Hockey number, under the Verify USA Hockey Number section, in the USA Hockey # field, enter the customer’s USA Hockey number and in the Position dropdown, select the customer’s position and then click Verify.

9. If you are enrolling in a private lesson, search for and select the private lesson bookings that you want in the Private Lessons Booking for private lesson section.

10. In the Enrollment Fees section, select the Type of Registration that you want to create (you can choose to Enroll, Enroll with payment plan, Enroll with deposit, or Add to Waiting List).

11. Specify coupons, select enrollment fees, edit the subsidy amont, specify third party billing details, specify the authorized pickup, add notes, select custom questions, and/or apply overrides, if applicable.

12. Click Enroll and Pay.

Note: If you are using a payment plan, confirm payment plan details on the Payment Plan page.

13. On the Receipt Payment page, select the customer or company who will pay for the enrollment.

    • If you see the customer who will pay for the transaction in the Potential Customers list:

    1. Select the customer who will pay.

    2. Click Select.

    • If an existing customer who is not in the Potential Customers list will pay for the transaction:

    1. Enter one or more criteria that you want to use to search for the customer.

    2. Click Search.

    • If the customer who will pay for the transaction does not yet exist in ACTIVE Net, click Add New Customer.

    • If the customer who will pay for the transaction is a family member who does not yet exist in ACTIVE Net:

    1. Select an existing customer who is in the family of the new customer from the Add Family Member / Friend (Based on Customer) list.

    2. Click Submit.

    • If you know the Customer ID, Membership Pass Number, or alternate key type of the customer who will pay for the transaction:

    1. Enter the information in the corresponding box.

    2. Click Submit.

    • If a company will pay for the transaction:

    1. Click the Find Company section.

    2. Search for an existing company or add a new company.

14. Select a payment method in the Receipt Payment section.

    • To pay for the transaction using a single payment type, click the $ for the payment type that you want to use and enter any further payment details, if necessary.

    • To pay with cash and give back change, enter the amount of cash taken in the Cash box and click anywhere on the screen. The change due displays in the Change box.

    • To pay using more than one payment type, enter the amount that you want to pay for each payment type in its corresponding payment type box.

    • To pay for all or part of the balance using a payment plan:

    1. Enter the amount that you want to pay by payment plan in the Payment Plan box.

    2. Select when the payment plan billing will start from the Billing Starts list:

    • To start the billing on the First Payment date specified below, select Immediately.

    • To start the billing on the next period after the First Payment date specified below, select Next iteration.

    3. Select the Frequency of the payments in the payment plan.

    4. Enter the payment plan start date in the First Payment box.

    Note: If Billing Starts is set to Next iteration, then the first date that payment is due will be on the date of the period following the First Payment date.

    5. Enter the total Number of Payments in the payment plan.

    6. To modify the date or amount of an individual payment in the payment plan:

    • Select the payment that you want to modify in the Payment Schedule list.

    • Click the here link to the right.

    • Enter the new Date and/or Amount.

    • Click Modify Payment.

    7. Select whether or not to automatically charge the customer for each payment plan date:

    • To add each payment's amount to the customer's outstanding account balance (no credit cards or bank accounts will be charged), select No automatic charge?

    • To charge the customer's credit card for each payment amount on the dates specified in the payment schedule, select Automatically charge credit card?

    • To charge the customer's bank account for each payment amount on the dates specified in the payment schedule, select Automatically charge bank account?

    • To add an optional donation in addition to the amount due in the original transaction:

    1. Select the Campaign that you want to donate to in the Add a Donation section.

    2. Enter the Donation Amount.

15. Click Pay & Finish.

16. Either print the receipt or send it to the customer as an email.

If the activity’s associated facility has been booked by other activities, FlexReg program or permit, the Scheduling Conflict popup displays a list of schedule conflicts. You can selectively override conflicts, edit schedule conflicts, delete activity meeting dates, or ignore conflicts for now.  

Related topics

Enrolling in an activity from a deposit

Enrolling in an activity from a waitlist

Return to Registration