after registration ends
TRANSCRIPT
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After Registration Ends...
Sean Rose, Marketing Director
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Today’s Agenda:
● Merging Duplicate Households
● Deleting Registration Records
● Addressing Incomplete Registrations
● Moving Registrations Across Seasons
● Issuing Refunds
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Demosphere Knows Youth Sports
● 2,500+ Customers
● 25 years of experience
● 10 years of experience personally
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Merge Duplicate Households● Data Reporting & Management Tab● Data Resolution Tools Tab
● Select Merge Duplicate Households/Members● Proceed to List
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Merge Duplicate Households● Check Duplicate Households/Members● No Limit To Number Merged
Tip: Make a change to the household name to identify which one to delete (i.e. “DUP” or “DEL”)
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Merge Duplicate Households● Select Surviving Data Fields
● Click Merge Households/Members● Note - this is a permanent change!
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Delete Registration Records● Navigate to the Household● Search For Order Containing Registration To Delete
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Delete Registration Records
● Refund The Registration On The Order○ Only $0 Balance Can Be Deleted
● Edit Registration Status To Deleted○ This is a permanent change!
● Deleted Registrations Will Not Show Up In Registration Management● Will Show In Order History For Historical Purposes
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Deleting Incomplete Registrations
● Household Management Tab● View Incomplete Orders
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Deleting Incomplete Registrations
● Choose Household With Incomplete Order to Delete
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Deleting Incomplete Registrations
● Registration Order History Tab● Select Incomplete Order● Delete Order (Can only delete one at a time)
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Moving Registrations Across Seasons● Registration Order History● Edit Registration Info
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Moving Registrations Across Seasons● Select New Destination Program
& Season
● Can Select Groupings & Teams If Created Previously
● System Generates “Map” to Match IDs
● Review the information & choose which categories to match, orphan or delete
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Moving Registrations Across Seasons
Volunteer registrations associated with the registrant will prompt a pop-up reminder asking the Administrator to also
move the volunteer to the new season
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Issuing Refunds● Household Management Tab● Select Desired Household● Registration Order History Tab
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Issuing Refunds● Click Registration To Refund● Red Refund Button
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● 25 Years Of Experience
● Best-In-Class [email protected]
● Demosphere BlogMerge Those Duplicates With RosterPro
Transfer Registrations Across Seasons Adjust Fees For Amended Volunteer Registration
Demosphere Can Help!