Enrolling a customer from a waitlist

To enroll a customer in an activity from a waiting list, follow the steps below:

1. Go to Front Desk > Registration > Enroll from Waiting List.

2. On the Find Waiting List Transaction page, choose one of the following:

• Search for the activity first, then select the customer to enroll from the activity's waiting list.

  1. Search for and select the activity that has the waiting list that you want to enroll from.

  2. In the Select Waiting List Transaction section, click the Customer who you want to enroll from the waiting list.

• Search for the customer who you want to enroll first, then select the waiting list transaction that you want to enroll from.

  1. Search for and select the customer who you want to enroll.

  2. In the Select Activity section, click the Name of the activity that you want to enroll into.

  3. In the Select Waiting List Transaction  section, click the Customer who you want to enroll from the waiting list.

3. In the Enroll from Waiting List Fees section, select and update the enrollment fees, specify third party billing details, add notes, and select associated teams, if applicable.

4. Click Enroll and Pay.

5. 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.

6. 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.

7. Click Pay & Finish.

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

Related topics

Enrolling in an activity from a deposit

Enrolling a customer in an activity

Return to Registration