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RegWerks User Manual 4.11

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1. A ee ee under the Tables tab First Last John Doe Email jdoe email com Username jdoe Password v Active In the example we ve removed John s ability to Add Edit or Delete user permissions therefore preventing him from giving himself or others access to things they should not have access to Phone Y Access Credit Card Refunds Y Access Site Options Tables Categories Reports Buildings All None View Add Edit Delete Table If he attempts to make changes to any user permissions Y Y Y Y Category EA i Y im lms tepie the Save button is deactivated grayed out so no Y changes can be saved Y Y Y Y Question Profile Y Y Y Y Usage Request yg Additionally when a user does not have permission to v Y Y Y Adjustment z e0 O RegistrationWerks v40009 e _ 96 Cad 4 a ntps 1yourschoolhere facilitywerks com admin Flex facilitywerks htmi sessionid 41251 77 gt E E Google 0 m view certain information in the E software a screen message will be displayed telling them that they do not have permission n 15 Categories The Categories that are created from the Setup menu will automatically populate the Categories tab on the User screen Uncheck any of the Categories that you wish to have removed from the user s view User NEW In the example Adult Community Education Fitness and Health have been unchecked for this user When he en
2. Late Payment Fee Registration Fee 0 00 Fields in Red add to or deduct from the rate when applied To add use a positive number to deduct use a negative number X Cancel la Save J Each segment must have a name The segment name will appear in the web store when the parents select their segments while registering for the class You must also provide the start time and end time for each segment Each segment also has three different time categories indicated by AM PM or Other Parents are allowed to choose only one segment per AM PM and the Other category for each class but they can choose one seqment from each time category When you check the Select Days checkbox you will be presented with two additional settings The Max Days setting allows you to set the maximum number of days the parent will be able to select in attendance The row of checkboxes associated to the days of the week allows a parent to specify which days their student will attend Check the days of the week that the class will be offered The days that you check will then display during the registration and checkout process to the parent allowing them to choose the days their student will be attending 41 You can set the minimum quantity allowed on hand Min Quantity Allowed On Hand in the Segment window also During the billing process if a customer has below that number on hand they will be forced to buy multiples until they are billed at o
3. Main Name Age Gender Address City State Zip Clifford Evelyn 0 138450 Pennock Ave Apple Valley MN 55124 P Schedule Concannon Danny 0 2806 Council Way Landing NE 74523 Reservation S Conlyn Bart 0 362 14th Ave Vienna MN 44266 E Usage Requests Craw Bonnie 0 No Street Her Town AK 98765 Al Building Crow Tiffany 0 4718 NE Rio Drive Ankeny GT 50021 a Space Davis Ruth 0 3103 Lebanon Zion IL 60099 Sp Group Dean Jane 0 244 Third St New Town MN 55040 E Doe Bill 797 Male No Street No City DE 98754 Question Profile Doe Bob 0 No Street No City HI 99654 T Course Doe Cameron 2 Male Her Address Her City KS 55420 LJ Class Doe Dean 0 His Address His City LA 65412 Manager Doe James 0 No Street No City DE 98754 i Instructor Doe Jane 14 Female 1111 Trautwine Rd Austin TX 78737 Doe Jane 0 1234 Main Street Someplace IL 60174 if Person Doe Joe 0 555 Trautwne Rd Austin TX 78737 Doe John 0 Home Street Home City MN 55921 Doe Sally 797 Female No Street No City HI 99654 Doe Sam 8 Male Home Street Home City MN 55921 Dubby Rachel 0 202 Spruce Fairmont MN 55369 Dubby Tina Female 202 Spruce Fairmont 55369 Erdenberg Scott Male 1346 Midway Avenue St Charles 60174 Erdenberg Sherrie 1346 Midway Avenue St Charles 60174 Erdenberg Stuart Male 1346 Midway Avenue St Charles IL 60174 Fladebo Alyssa 0 111 Any Street Skytown MN 11111 Fladebo Alyssa 13 Female 111 any street anycity mn 55420 Setup Fladebo Bruce 0 815 Isabella Ave Clearwater MN 5
4. Her City Type the name of the Group It has to have a Group Type and a Fee Class that you would need to choose from the drop down menu Contact The Contact Tab allows you to enter the contact information for the person in charge of the group Billing The Billing Tab allows you to enter the billing contact information for the group If it is the same as the contact information you can leave this tab blank and it will default to the contact information Notes The Notes tab allows you to create notes that pertain to the group 64 Reservations The Reservations tab lists all of the reservations made for the group Editing A Group To edit a Group click on the name of the Group that you would like to edit The Group will come up Type in any correction to the name or description and click Save to save or Cancel to cancel without any changes Saving or canceling will return you to the Group list Deleting A Group From the Group list highlight the Group you want to delete click in the box but not on top of the words and click Delete A dialog box will pop up to confirm or cancel To complete the delete you must click the OK button 65 Question Profile The Question Profiles allows you to create a base set of questions that can be set up once and used over and over with multiple courses It basically works the same as the questions tab under Courses It is a global set of questions To add a profile of questions you click the add
5. Show On Year End Statement Cancel IN lr Save FERIA ay These buttons only appear on classes that have contract pricing assigned to them 98 y Y Attendance The Attendance button allows you to take attendance for the contract classes lt lists each registration and the segment that the student is registered for If a student is registered for 2 segments the student will be listed twice once for each segment You can also mark students who have been picked up late If the late pick up fee is a flat fee there will be a check box for late pick up If the late pick up fee is a per minute fee there will be a field that you will click into to enter the minutes The buttons along the top of the screen allow you to check all for the day or to uncheck all If a student is not scheduled to attend for the day the attendance field will be light grey and not available to take attendance Attendance 49375 3 s Classic Preschool Three by Sept 1 721 3SCP q p Attendance for 12 03 12 to 12 07 12 Y Ko iv jJ E Y A Y iv JU J Student Mon Late Tue Late Wed Late Thr Late Fri Late Will Sadie Tu Th am Y _ Y _ Will Shelby Tu Th am ivi LJ ML Will Spencer Tu Th am CA LJ Mi LJ Will Spencer Mon Wed pm iw iwi L gm Print amp Cancel bey Save 99 Calculate Charges The Calculate Charges button will go out and calculate charges for the registrations based on their cont
6. Web Store Usage Request Events Processing Fee 3 00 Question Profile Select One Accounting Code Select One Conf Email L Weucthons If you au interested in reserving space please complete the Facility Use Request form beloro or call bar more information at 555 123 4567 Add Date AS Instructions Instructions Reni of the facing If you are interested in reserving space please complete the Facility Use Request form The Add Date ei _ os below or call for more information at 555 123 4567 Instructions field is used to define A A text that you XX A _ __ 2 2 lt lt would like to add to Add Date area of the Usage Request page of RegWerks The text entered into this field will be displayed near the Add Date button when a user clicks the Reservation Request link on the left navigation panel of the web store Options District RegWerks Demonstration Email someone Dregrerks com Federal Tax 10 XXX XXX OCKx Web Store Usage Request Events Processing Fee 3 00 Question Profile E Select One X Accounting Code Select One v Conf Email o Instructions If you are interested in reserving space please complete the Facility Use Request form below or call for more information at 555 123 4567 Bad Date Asteuctions e Rent of the facility is subject to availability Click tha Your can Add Date Instructions 33 Rental of the facility is s
7. Column Setup wv Class Number Y Date Days Time Instructor ni Topic Price https secure revtrak net regwerks imc 3 Cancel lr Save Home Page Message The Home Page Message field is used to display any additional information that you would like to add to the Program listing page of your web store Basic html formatting tags can be included to accent the text in different ways Enter the preferred text in the Home Page Message text box and click the Save button For more information on using html to format text please contact RegWerks Support at 888 847 9470 The text shown in the example creates the html formatting for the Program listing page shown in the Home Page Message Diagram 20 Text Color ena Demons lt center gt The text entered into this text box will appear on your Web Store Program Listing You can use html for formatting as shown here lt h2 style color red gt Change the color or lt h2 gt lt h1 style color green gt size of your text lt h1 gt lt p gt You can also create a link as shown here lt a href http www google com target blank gt Click here to visit Google lt a gt lt center gt lt p gt The end result is shown within the red box Using html you can change the color or size of the text and add links to other web pages or documents Home Page Message Diagram 21 Activity Registration Band Tickets Child Care Comm Ed Regis
8. Every Day from Start Date to End Date gp Check Availability V Check All lal Create Add Date Space Conflict de Print X Cancel lal Save Create Add Select a Group from the drop down menu A group can either be internal or external and the group is used to categorize which group will be using the building or space A group is required and Groups need to be set up prior to a reservation being created Type the purpose of the reservation which will become the name of the reservation The purpose will only show up on the Events page if it is an external reservation For example a PTA meeting that will be using the Library in Parkway Elementary school If the reservation is attached to a class the name of the class will show on the Events page Choose a start time and end time for the reservation You will also need v E gt Spaces to enter a start date and end date You will need to choose a Space gt Ez High School from the Space tree To expand the tree click on the arrow in front of Spaces This will pull down a list of Buildings To see Spaces in the Building click on the arrow in front of the Building name To Reserve a Space click on the checkbox in front of the Space name To Reserve a y V Parkway Elementary parent space click on the checkbox in front of the parent Space name Y Art Studio That will reserve the whole space An example would be if you click on gt Jenson High School
9. Menus The menus are located on the left hand side of the screen or along the top tool bar Both Menus will take you to the same screens in the software you just have the choice of which navigation you prefer If you prefer the left hand navigation you can toggle between the Main menu and the Setup menu By default the application opens to the Main menu To go to the Setup menu click on the Setup menu at the bottom of the screen P Login name and Password Add J Delete 2 Building 2 lal E h po B a gt High School Schedule Jenson High School Reservation Middle School Usage Requests Parkway Elementary Building Pond Road Middle Schoo Space Sharon Elementary Scho Group Question Profile Course Class Manager Instructor Person Add Edit Delete Adding an Item Main Setup ers Eee You can add as many items to the tables as you need To add an item to any of the tables except class click the Add button in the upper left toolbar while at the table you want to add the item to Enter the required information and click Save Program NEW Name Summer School Description Cancel J tal Save In the example we show Summer School being added to the Program listing Editing an Item To edit an item double click on the item in the list that you would like to edit The item will open a new window Make any changes you would like to the item and click
10. amp Cancel a Save Building You can choose one of your existing Buildings from the drop down menu This will list the building name only and not a specific room Alternately you can use the Other Location Notice it is an OR you must choose the Building field Or Other Location both will not appear if you enter a Building and then information in the Other Location field Other Location This allows you to enter a location if it is not already in your system 8 Start Date This date acts as the start date of the class If the class happens only once you do not need to enter an end date End Date This date acts as the end date for the class If the class happens only once you do not need to enter an end date Start Time This is the start time of the class You do not have to enter time information End Time This is the end time of the class You do not have to enter time information Any information that you do not enter will drop of the class detail page in the web store Schedule Description allows you to enter a description that will show on the public website in the class detail view Each description is specific to that class offered Class 48742 Class Number Aquatic Yoga II Status Active v Enrolled Waitlist Waitlist Program Course General Instructor amp Expenses Schedule Arrangements Registration Use Facility Reservation _ Yes e No Group amp Dates Group
11. gt 9 Middle School 53 _ Pond Road Middle School _ Sharon Elementary School the Parkway Elementary it will reserve both Art Studio and Library or you could reserve just the Art Studio and the Library would still be available You can set up a recurring date range Your options are daily weekly monthly and yearly For a class that is a onetime occurrence you will need to click the radio button that is labeled Day Reservation Group Community Ed Create Add Reservations Purpose W108 Christmas Cookles For an event class that happens once a week click the Week radio button then the 1 Per Week radio button Choose the day of the week that the class occurs on Start Time 6 30 PM End Time 8 30 PM Start Date 12 15 2008 End Date 12 15 2008 J Month _ Year _ Wee k Reservation ay from Start Date to End Date Group Community Ed Create Add Reservations For an event class that happens multiple Purpose W109 Tadpoles times in the same week click the Week Start Time 7 15PM EndTime 7 45PM radio button then the Multiple Times Per Week radio button You will also need to click on the corresponding Week radio e button If the event class happens every week for an extended time you will need _ Day a Week Month _ Year to click all of the weeks Wk1 a 1 PerWeek Multiple Times Per Week throughWk d
12. Date Title Location Status Reference 2012 02 12 MS ROP MicroSoft Money Anaheim High School Enrolled 4342 2012 01 12 11FASWa Sng 6 Month Pool Members Enrolled 2010 07 21 HH1 SEPT Monthly Tuition Humphrey s Highland E Cancelled 10003003 3 Print amp Cancel ey Save If they are an account holder you can also pull up any person who is registered under their account An example would be you double click a parent and you now have access to all of their children s history as well To look at the registrations you would choose the sub account from the drop down menu From that menu you can choose to see the registrations for the account holder or their sub accounts 121 _ Person 45715 10003 Pre First MI Last Suffix Jennifer Adele Email jadelle noemail com Address 9238 Hometown Road E Bis ao City State Zip Anytown NY 56380 6 Birthdate Age Grade 00 00 00 Al Male _ Female Ba _ Suspend Account E Registrations Phones Emergency Remarks Payments Account Register bre Registrations For Adele Jennifer v Bri Bri tne nse s Reference 4 2012 02 12 lled 4342 Bri Adele Stephanie bre 2012 01 12 lied 2010 07 21 HH1 SEPT Monthly Tuition Humphrey s Highland E Cancelled 10003003 Bri Bre Bu Suspend Account A person s account and all accounts associated with the account can be Suspended This allows you to suspend all new registrations and payments for the account and all accoun
13. You can also select a group of days by holding down the shift key while you click on the end date If a group of days are selected and you need to unselect a specific day Hold the Windows User Ctrl Key Mac Users Command Key and select the date Due Date sets the due date for the invoice If the contract has a late fee assigned to it it will automatically charge the late fee for any invoice paid after the due date 100 101 Class 47518 Dscowvere Pace Presrraci Y ve 201 3 06 16 Cartrar i Daily Charge Processi Pinnan Membre 1 19 AY Dod Ebh ans s i Generate fees from 11 01 2012 to the date selected below Charges for Selected Days Due Date E SMTMWTEFS ll i Suspended Registrations II AB a E 3 Drop In Charges for contracts that are set up for the drop in billing The system will charge all registrations that have attended more days than they have purchased If a registrant has not attended more days than they have purchased they will not be invoiced Gene Instructor 4 Expenses Schedule Arrangements Registration Waitlist Invoice Account Code 009 v Yo Show On Web Manager Jameson Cory v Allow Waitlist Registrations Generate Fees Are you sure you want to generate the fees for Remove Date UG 50 2015 Ey registrations with a deficit of days Low Balanc a 00 00 00 Ca o eee Low Balance 0 neg Enas 00 00 00 Cras heres reruu AM SACC Y Suspended Registr
14. and the type of question can vary To adda question click on the plus sign to the left of the box To delete a question highlight the question with one click and then click on the minus sign The Field Label is the actual question you want to ask The Field Type is a drop down menu with the type of question The order allows you to put your questions in a specific order The required checkbox allows you to require that a specific question is answered for a registration to take place 79 Question Field Label Field Type Select One Order 0 Report Column Heading amp Cancel qj Save See the Question Descriptions under the Question Profile section of this manual to learn about the various types of questions 80 Expenses amp Email Tab Course 40218 Title Watercise _ Inactive Program Adult Community Education v General Arrangements Web Classes Questions Expenses amp Email Expenses Description Cost Each Conf Email Registration Email de Print _ Add Class aie Canca bead Save _ Expenses This allows you to track all of the internal expenses that are associated with this course To add an expense click on the plus sign you will then need to double click in the description field to start entering your expense information Select from the dropdown menu either Fixed or Per Student Assign the quantity to the expense as well
15. the heading and details will show If unchecked the heading and details will be hidden 21 Column Setup Diagram In the example the Class Number Date Time and Price will be displayed as shown in the Column Setup diagram Your School Here Click a Category to Start Activity Registration Comm Ed Registration Dance Ticket eForm Designate Your Donaton Lifeguard Certification Class Includes CPR for the Professional Rescuer AED training and Oxygen administration Time Price Number Date Y1 37 12 1 2 12 2 27 12 6 30p 7 30p 65 00 Your Family s Fees IC Shopping Cart tumber ti r An introductory swimming program is offered for swimmers ages 4 through 17 Swimmers learn strokes and techniques in daily practices and participate in a series of evening swim mee Lc h cA Number Date Time Price er Y 1 38 12 1 3 12 2 23 12 4 30p 5 30p 85 00 1 2 14 2 27 14 4 30p 5 30p 85 00 Links amp Account Edits Contact Us HOMEPAGE My RevTrak Account Password Remunder Y Pobcies 8Y1 38 14 Privacy Policy Site Map Theatre Seating Chart This class is designed for childrenten years of age or older with no prior swimming The class covers breath control expands comfort in the water basic water safety kicking ar Date Time Price 1 4 12 2 22 12 4 30p 5 30p 45 00 Number Y3 39 12 Invoice Logo Field If you would like to
16. 4 Digits 7 NL Exp Date i Print 4 Cancel IN lr Save Q LS Calculate Charges The Calculate Charges button will go out and calculate charges for the specific registration based on their contract selections You will need to Undo the current charges for the registration first LS Undo Charges Undo Charges allows you to undo the current charges you have calculated for the registration Send Invoices The invoice will need to be resent to the customer The Send Invoices button allows you to preview the invoice and check for accuracy You can also a print hard copy when you preview The recalculated invoice can now be emailed to the customer 118 Manager The manager is the person who is in charge of the course An example would be a Pool Manager who is responsible for all of the aquatics courses Adding a Manager You can add as many managers as you need To add a manager click the Add button Manager 45208 Permission Vendor Teachers Type the name of the manager and the email address for the manager Both fields are required You can enter the other contact information for each manager To add a phone number you just click the plus sign button on the Phone tab You will need to choose a phone type from the drop down menu then input the phone number From the Permission tab you can enable their manager access and assign a user group to them Their username will b
17. CEIPTHIINVOICE TAB ss otra rosales detach diia 96 CONTRACT PRICING CLASSES 000 000 di io dada 98 ATTENDAN CE a a 99 GALCULATE CHARGE S tien blender denc 100 UNIDO ARRE Si a ts ei caida 103 SENDO CES la o 103 CHARGE CARD Ste ear tr cod ts rd len o ni in eee 104 REGISTRATION Sua o a aos 106 GANCELLINEA REGISTRATION uu ln io alo d ERES 110 A OR 112 INVOICE HISTORY TAB cevtro arrolla O ee o cali ado 114 QUESTIONS TAB src eel e oe e e e ame Ener ri 115 CONTRACT HISTORY TAB o dios 115 NOTES EME e e e eu tee el te 116 CONTRACT PRICING REGISTRATION Sicilias 117 MANAGERS da EET 119 ADDING AMMAN AGE 0 a a et neta 119 EDITNGA MANAGER e vacances 119 DELETINCG A MANAGER ii e ed eater beta eas 119 INSTRUCTOR cours dd dias 120 ADDINCGAN INSTRUCTOR ceran os e ed o tb o ee 120 EDITING AN INSTRUCTOR o red o e 120 DELETING AN UNS OOR e ao intel DAA 120 PERSON caci n 121 PRE GIST TONS AB ies sect te entes ecc ploteo dieta alice eattatetie ee ig cestas np sueiats dret cis 123 PHONES TAB conor oan A a E 123 EMERGENCY AB o da a 124 REMARKS TAB as 125 PAYMENTS TAB atacada li a e r oia dida 126 ACCOUNT REGISTER MAD ti AA a 126 DUPLICATE MANAGER oia ia 127 REPORTING aaa 130 WALK INSREGIS DRA ION Sits a ia 130 LOOK UP RIB ED ponsas aE e 137 Introduction There are four levels to the RegistrationWerks software Program Category Course and Class You have the ability to reuse the first three levels with each of your seasons semesters brochures The Class
18. Form Dance Reg Form Field Trip Registration Community Ed School Reg Fees Shopping Cart Links amp Account Edits Web Store Home Contact Us Mu DawTral Areniint The parent will complete all questions as they would with any other registration Upon completion of the Registration by a parent instead of the class being added to their cart for purchase they will receive a message as follows 600 Demo Web Store Registration er 4 yourschoolhere revtrak net tek9 asp pg Registration Your School Here Welcome to the Web Store Browse Thank You Band Tickets Child Care Designate Your Donation Thanks for your interest in our class If an opening arises we will contact you Donations to complete your registraion Field Trip Food Service Spirit Wear Student Fees amp Balances Transportation Please CLICK HERE to go to your shopping cart Yearbooks Please CLICK HERE to register again Your Family s Fees IC Calendar Events Calendar Usage Request Reg Form Activities Reg Form Dance Reg Form Field Trip Registration Community Ed School Reg Fees Shopping Cart Links amp Account Edits Web Store Home Contact Us Mv RevTrak Account 92 This registration is now available on the Class window s Waitlist tab Class 38936 Cass Number 2012 Cheericading Active Program Enrolliec Course Waitlist General Instructor amp Expenses Schedule Registration Waitlist Waitlist 1 Ema
19. In Days is 3 and the Max Quantity is 10 This means the parent can purchase Drop in Attendances 3 at a time with a maximum of 10 sets of 3 attendances Segment NEW Name Start Time 12 00 AM End Time 12 00 AM ai _ PM e Other V Select Days Max Days 0 Available Days Mon Tue Wed Thur Fri Min Quantity Allowed On Hand Drop In Additional Child Rate Deduction Price 0 00 AM amp PM Deduction 0 00 Late Payment Fee Registration Fee 0 00 Fields in Red add to or deduct from the rate when applied To add use a positive number to deduct use a negative number X Cancel lal Save An example of this means they could purchase 3 Days 6 Days 3 Drop in Days Quantity of 1 3 Drop in Days Quantity of 2 9 Days 3 Drop in Days Quantity of 3 12 Days 3 Drop in Days Quantity of 4 15 Days 3 Drop in Days Quantity of 5 18 Days 3 Drop in Days Quantity of 6 47 21 Days 24 Days 2 Days 30 Days 3 Drop in Days Quantity of 7 3 Drop in Days Quantity of 8 3 Drop in Days Quantity of 9 3 Drop in Days Quantity of 10 10 is the Max Quantity Segment NEW Name Start Time 12 00 AM End Time 12 00 AM JAM PM Other Select Days Max Days 0 Available Days Mon Tue Wed Thur Fri Drop In Days O Max Quantity Min Quantity Allowed On Hand 0 Additional Child Deduction Price AM amp P
20. Inn gt OC Lakeview Elementary gt Gy North Park Elementary gt Y Cj Pineview Middle School All of the reservations that exist for those buildings during the dates that are selected will be displayed The time event details and location of the reservation are listed in the corresponding date and time on the calendar 91 February 3 11 2082 bentor tomar 9 Sete leto A Reservations are displayed in the color that is selected in the Calendar option on the Building screen When you initially create your buildings we recommend that you select a different color for each building If you want to view the actual reservation without leaving the Schedule screen triple click on an entry and the reservation will be displayed 52 Reservation The reservation screen allows you to reserve a space and assign it to a group While Reservations are not required you may want to use the scheduling features to monitor buildings and spaces Also unless you use the facility scheduling features you will not be able to view any of the events on the Schedule page To add a reservation click on Reservation on the left navigation menu and click the green Add button at the top of the page Reservation NEW Group Select One v Permit Create Add Reservations Purpose gt _ Spaces Start Time End Time Start Date lt 4 End Date a Setup Min Teardovm e Day Week _ Month _ Year
21. Name Enrichment Conf Email julie stramer reqwerks com Description Our Enrichment Program offers challenging and enriching courses for academically talented students in PreK through grade 9 Our research driven courses outstanding instruction and the camaraderie of learning with like minded peers make this the place to be Two other options are available at the Category level Conf Email and Description Enter an email address in the Conf Email field When a user registers for a class that falls under this category a confirmation email will automatically be sent to the address or addresses listed 12 Cc From Demo School Stramer emails reqwerks com To Julie Stramer Subject Registration Drivers Ed Registration Drivers Ed Class Number 2011DE AM Order 10023003 placed 9 20 2011 11 09 41 AM Ellen Becker Parent Account Holder Ellen Becker 555 York Mpls MN 55412 Email ellen becker gmail com Home 612 456 7896 Grade 11 You must first create Categories to populate the required drop down menus needed to create the Courses and Classes that will fall under each Category When a Category is added you are required to select the Program that it falls under and give the category a Name Sent Tue 9 20 2011 11 12 AM Will you be payingth full amount or just the 165 00 deposit Deposit Only Amount Paid 165 00 The Confirmation Email contains all of the detailed information rele
22. So if the student qualifies for the Additional Child Deduction they would get the 30 00 Additional Child Deduction deducted from the 30 00 Registration Fee gt Drop In Rate and therefore be charged 0 00 for their Registration Fee 49 Main Menu Once you have used the Setup menu and built the basic structure of your RegWerks system the Main menu is used to create and manage further functionality of the software From the Main menu you have access to Schedule Reservation Usage Requests Building Space Group Question Profile Course Class Manager Instructor and Person Most of your time will be spent on these pages and each page is described in detail here Schedule The Schedule page gives you an overview of your facilities and the buildings and spaces in them The screen shows a calendar view and the reservations that are made in each space Each building can be assigned a specific color for easy identification Add a Delete mm ej ot ap Wh q J Day Week Month Timeline gt Sam 9 00AM 9 00AM 3 00AM 9 00AM 9 00AM Meeting Meeting Meeting Pond Road Middle School Pond Road Middle School Pond Road Middle School Pond Road Middle School Pond Road Middle School The toolbar on the Schedule page is slightly different than all of the other pages in the software The house icon is only visible from the Schedule page When clicked the software takes you to the Reservation page of the Main Menu M
23. The Invoice Due date is set during the invoicing process Registration Fee gt Daily Rate The Registration Fee gt Daily Rate amount is the amount charged at the time of registration Registration Fee gt Additional Child Deduction The Registration Fee gt Additional Child Deduction amount is the amount deducted from Registration Fee gt Daily Rate at the time of registration when the student is not the first person in the family to register for a class using this contract 44 Monthly Signup Available If you have chosen the Monthly Signup the following rate information applies Segment NEW Name Start Time End Time 12 00 AM PM _ Other V Select Days Max Days Available Days Max Quantity Min Quantity Allowed On Hand 0 Monthly Additional Child Rate Deduction Price 0 00 AM amp PM Deduction 0 00 Late Payment Fee Registration Fee 0 00 Fields in Red add to or deduct from the rate when applied To add use a positive number to deduct use a negative number Price gt Monthly Rate This is the price charged for a month of attendance on this Segment Price gt Additional Child Deduction The Additional Child deduction subtracts from the Price gt Monthly Rate amount if the student is not the first person in the family to register for a class using this contract So if the student qualifies for the Additional Child Deduction they would ge
24. Web Classes Questions Expenses amp Email Room Arrangement AV Equipment Books Instruments Instructional Aids Miscellaneous Supplies Special Instructions m Print Add Class fi Print Ada Coss land Inactive K Cancel al Save 74 Web Tab Under the Web Tab the information displays in the web store under the Course headings Course 5093 Title Adult Health and Fitness _ inactive Program Community Education v General Arrangements Web Classes Questions Expenses Email Website Title Adult Health and Fitness Sort 0 Password Brochure Info If you are new to exercise or have been away for awhile join us for a fun easier paced workout to help you gently rediscover health and vitality Class format is designed to improve your cardio strength and flexibility Show Map Link Custom Map Link Show More Information Custom info Link V Show Tell A Friend Show Remind Me Show Subscribe to Calendar Print Add Class Cancel ka Save Website Title The Website title is the title of the course as it will appear in the web store It does not have to be the same as the Title of the Course Sort The software automatically sorts the Courses in alphabetical order By entering numeric values in the Sort field the software override the alphabetical sort and puts the courses in numeric order Password The Password field allows you to pa
25. a Class Number michaelDrevtrak com g D L 134 4 9 e Print A j LSJ LS LS A meme Y 1 TUIA Y CUULOUUTT PUU COUUY Lrrcwveru CUVU ouirr UL VU SUIT gt The registration will have an icon noting the note on the Registrations tab of the Class Registrations uy J Date Name Status 2012 09 14 Cargo Jack Enrolled 2012 08 01 Stramer Kevin Enrolled 2012 09 14 will Melissa Enrolled 2012 08 14 Ziegler Stacy Enrolled The Emails is a historical listing of all emails that have been sent from the RegWerks system Emails to the customer or to the district are listed in the table You can double click on the email to view or print the specific email You can resend the email by clicking on the ReSend button Contract Pricing Registrations On a specific registration you have the ability to undo the charges for the last invoicing calculated for the class using the buttons along the bottom of the registration 117 Registration 1930048 Name Enrolled v Class Pricing Current Contract rai W Additional Student Payment Invoice History Questions Contract History Notes amp Emails Payments Registered Date Method Amount Price 2012 08 14 Credit Card 62 50 Adjust 2013 01 26 Credit Card 200 00 Total Adjustments Paid Date Reason Amount Balance 2012 08 14 Registration Fe 25 00 4 Update Credit Card On File 2012 08 14 3 Days a Week 45 00 2012 08 14 Multi Student 7 50 Card Type Last
26. a gym or anything else you reserve in your Building e00 RegistrationWerks v40007 ee 4 https yourschoolhere facilitywerks com admin Flex facilitywerks htmi sessionid 403434548 7174 3081 Ca CH Google Main Setup Add Y Delete 22 Space Name Main Name Space Type Building Cafeteria Cafeteria Eagle Ridge Elementary Schedule Commons Auditorium Lakeview Elementary Reservation Commons Meeting Room Eagle Ridge Elementary Usage Requests Commons Meeting Room John Henry High School Building Commons Auditorium Crestwood Middle School Space Court 1 Gymnasium Lakeview Elementary Group Court 2 Gymnasium Lakeview Elementary Deep Blue Sea Classroom Community Education Building Question Profile East Gyn Gymnasium Pineview Middle School Course Field 1 Field Pineview Middle School Class Field 1 Fie Lakeview Elementary Manager Field 2 Fiel Pineview Middle Schoo Field 2 Fie Instructor Lakeview Elementary Field 3 Fie Lakeview Elementary 2e gt hMPBOMFDELROGO Person Field 4 Fie Lakeview Elementary Field 6 Fie Lakeview Elementary Field A Fie Highland Elementary Field A Fie John Henry High School Field B Fie Highland Elementary d d d d d Field 5 Field Lakeview Elementary d d d d d Field B Fie North Park Elementary Field B Field John Henry High School Gym Gymnasium Lakeview Elementary Gymnasium Gymnasium Cresco Fitness Center Jungle Mania Room Classroom Com
27. ali 50 Comments mi Print 4 E Cancel te Save E Charge Cards Charge cards is a batch processing of all credit cards for a class that you have indicated permission to charge the credit cards of the customers To tell the system to charge the cards check the checkbox in front of the students name in the charge cards table Once the OK button is checked and you have confirmed that you want to charge the credit cards for the fees on the registrations the system will go out and process the credit cards of all the registration with permission given Charge Cards Student CC Type Last 4 Exp Amount Due _ Stramer Kevin Visa 1111 xx 14 201 60 Ziegler Stacy 1111 xx 14 200 00 _ Will Melissa Visa 1111 xx 14 0 00 Cancel OK 104 Those cards that successfully completed will show a 0 00 balance on the Registration Tab once you save the class For cards that did not successfully process you can run the Students with Balance and CC Message report to view why the card did not process DEA rgi ERSTTUCiOr amp Expenses Schedule Arrangements Registration Waitlist Invoice stri Reports Description Revenue By Acct Code Lon gt d Long Prints a report showing Students with a Bal Revenue By Acct Code Short Balance and the last CC process message Tax Statement Tax Statement Previous Year Tent Cards Waitlist By Class _ Excel e PDF XK Cancel of OK 105 Registrations To acces
28. another form of Payment Select the Other option 94 600 Your School Here Register RegistrationWerks v40007 x i Your School Here Register X https yourschoolhere facilitywerks com walkup payment htmi sessionid 403434548 7174 308168 rnd AY ON a e 89 Google Payment A lala Cheerleading Camp y gt Luke Williams 90 00 90 00 Remove Total 90 00 Payment Type Cash Reference Submit You may over write the amount to Pay if a partial payment is being made To over write the amount click on the amount and type the amount the student is paying Make sure that the Total field is updated with the new amount on the Payment page Select the Payment Type from the dropdown menu You can enter a reference number in the reference field Submit the payment and finally complete the registration Upon completion it may take a few minutes to move the registration from Waitlist to Enrolled 95 Receipt Invoice Tab Depending on if the class is set up for standard pricing or contract pricing will determine your options on this tab The tab for a standard price class is shown on the left and the tab for a contract price class is shown on the right If the class is set up for standard pricing you can create a receipt message If the class is set up to allow contract pricing the system will create invoices when you calculate charges The Receipt Invoice tab allows you to control aspects o
29. divide them and create clarity A header is in a larger and bolder font as compared to the questions Line A Line draws a horizontal line between questions It can act as a division or help create clarity Label A Label is a field that allows you to enter information that will display for the customer It displays the information in a paragraph style formatting Question Field Label Field Type Order Profile questions Question Field Label Field Type Order Report Column Heading Validation List Question Field Label Field Type Order Report Column Heading LE 70 Emer Cont Info Question Profile 10 Emergency Contact Info amp Cancel ke Save Please enter your student ID number Import List Validation a 1 Import Validation type questions are always required Student ID number Student T Shirt Size Check All 5 Size Check All Items Youth Small Youth Medium Youth Large Adult Small Cost 0 00 0 00 0 00 0 00 Cancel Jl bey Save E K Cancel fa Save Question Profile Once the profile has been created under the Course Window and the Question Tab you can choose the Question Profile The Profile acts in the same manner as a standard question You would choose question profile from the Field Type drop down menu When you do another drop down menu will appear a
30. level has the details that are specific to your class i e the class date time and actual registrations In the example below the Programs Community Education and Summer School contain multiple Categories the Categories contain multiple Courses and each Course contains multiple classes each with a variety of dates and times RegistrationWerks Model Levels Community Education Summer School E Adult Health 4 Bicycle Aquatics Lifeguard Monday Wednesdays Mon Wed Monday Thursdays Mon Wed a vue ye emi Wednesday rer ero 10 16 11 24 10 1 11 10 CE ET eae 10 16 11 24 10 1 11 10 1 30 3 00 p m 1 30 3 00 p m i 1 2 30pm 6 30 8 pm 1 30 3 00p m 1 2 30pm 6 30 8 pm par Tuesday Mon Tue Wed Tuesday Mon Tue Wed Saturdays Saturdays Tuesday Mon Tue Wed Fridays Thurs Fri c e ane Thursday 10 30a m Thursday 10 30a m 1 7 2 27 10 7 1121 Thursday 10 30 a m 117 2127 10 7 1121 9 10 30 a m 12 00 N 9 10 30 a m 12 00N 9 10 30a m 9 10 30am 9 10 30am 12 00N 9 10 30a m 9 10 30a m Wednesday Wednesday Wednesday Friday Mon Tue Wed Friday Mon Tue Wed Friday Mon Tue Wed 9 10 30am 2 3 30p m 9 10 30am 2 3 30p m 9 10 30am 2 3 30p m Getting Started When you arrive at your RegistrationWerks site you will be asked to log in You will be provided with a username and password These fields are not case sensitive RegistrationWerks Login Password Enter your User Click the Login button
31. listing of the Questions and Answers The answers can be changed if needed by clicking into the Answer field and typing in the new answer Registration 2048325 Name Class Ls Enrolled Pricing Payment Invoice History Questions Contract History Notes amp Emails Questions Standard Questions Question Answer Resident No 1st Legal Guardian Name Jed Barlett 2nd Legal Guardian Name Abby Barlett Grade Level 5th Grade Handbook I Agree A A Walk i i Print j ed Yes Cancel IN be Save i MM E Maata E The sub tab of Standard Questions is the answers to the Standardized questions To change the answers to standardized questions you need to go to the Person account and change the answers there Payment Questions Invoice History Questions Contract History Notes amp Emails Standard Questions Grade Emergency Contact First Last Relationship Phone Special Considerations da Print J es Contract History Tab Cancel pl l Save Contract History is for Contract Pricing classes The Contract History displays the history of the contract rates and segments that have been assigned to the registration When a contract changes the new contract information will be displayed in the history as well as the previous contract information 115 Registration 1923576 Name Enrolled v Class Pricing Current Contract R _ Additional Student Paym
32. n Link fA Column Setup Y Class Number Text Color a Link Hover Bi wv Date E Link Visited Alternate PEA E Days Alternate 2 i RT Get Colors Y Time Y Instructor Home Page Message baal Topic wv Price Invoice Logo https secure revtrak net reqwerks ime Recommended logo size 300x180 X Cancel led Save District Field Enter the name of your district as you would like it to appear on printed receipts and invoices see Example Receipt District name highlighted in yellow The text entered here will also appear in the From field of automatic emails being sent from the software 18 Email Field The email address entered here will be used as the Reply To field on automatic emails being sent from the software Federal Tax ID Enter your Federal Tax ld number here The number entered will appear on printed receipts and invoices see Example Receipt Tax ID highlighted in yellow Enable Parent Portal By checking this box you allow the parent portal to be displayed in the web store under RevTrak s My Account page This allows parents to go in and make a payment on any class that they have a balance due on Show Attendance on Tax Statements By checking this box dates of attendance will appear on the tax statements Example Receipt TAX ID E OOOO OO Date 11 16 2011 Method Check Reference 595959 Amount 110 00 Bill To John Doe 10700 Lyndale Ave S Bloomington MN
33. over the address that auto fills 133 600 Your School Here Person e gt A https ssl facilitywerks com walkup person htmi id 34sessionid 412429976 2 gt E Participant First Last Date of Birth MM DD YYYY A Gender Choose One NOTE One of the following phone numbers is required to proceed Home Work Cell Address 1600 Pennsylvania Ave NW City St Zip Washington pc 20500 Emergency Contact First Last Relationship Phone ADD PARTICIPANT Once a participant has been added to the family account they will be listed under the participants section of the registration page Click on the radio button in front of the student s name to select them as the participant in the class that you are registering for Once a participant has been selected you can move down to the registration questions 134 Register Participant Please select the participant for Algebra Semester 1 MAT301 Semester 2 MAT302 Melissa Will A Shelby Will Radio Button to Select Participant Event Information Please answer the following questions to complete adding your registration to the shopping cart R ired field i equired fie Registration Questions What school do you attend jefferson What is your Student ID 12345 Who is your counselor Scott Brown Authorization Any student absent for more than three days will be dropped from
34. that you would like to add to the top of the Events page of RegWerks The text entered into this field will be displayed when a user clicks the Events link on the left navigation panel of the web store Options District RegWerks Demonstration Email someone regwerks com Federal Tax ID XXX XXX XXXX Web Store Usage Request Instructions Select a Month Location Space Type and Group to view current events If you would like to submit a Usage Request click the Reservation Request link on the left X Cancel g Save 35 Basic html formatting tags can be included to accent the text in different ways If Events are not being used on the public side of the web store you may leave this field blank Add the text if any and click the Save button to save your changes The examples are shown on the Events Diagram highlighted in yellow Events Diagram Select a Month Location Space Type and Group to view current events If you would like to submit a Usage Request click the Reservation Request link on the left Month 2011 November Location Space Type Group Monday November 21 2011 9 00 AM 11 00 AM High School Middle School West Gym Holiday Appetizer Cooking Class 10 00 AM 11 00 AM High School Adult Health amp Fitness 9 00 AM 10 00 AM High School Photoshop 7 00 PM 9 00 PM as DR Tuesday November 22 2011 High School Photoshop 5 00 PM 7 00 PM Room 117 36 Contracts Overview
35. the course and forfeit registration fees l agree to the above authorization statement en a Credit Card Other Payment Type Continue Shopping Checkout After you have completed the Registration Questions you will need to select if the payment is a Credit Card payment or an Other payment If a student is making a partial payment they will only be able to be entered in the system as Other Select Continue Shopping or Check Out Once a Payment Type has been entered you will be not be allowed to change payment types when you continue shopping Other Payment Type If they are making a partial payment cash check only or a cash or check payment select the Other radio button and then click the submit button You will then go to a payment screen The screen will auto fill with the total amount due If the student is making a partial payment you can over write the Payment field 135 Payment Bicycle Safety Zoey Bartlet 18 00 18 00 Remove Total 18 00 Payment Type Cash v lf a partial payment is being made Reference enter the actual amount being paid by over writing the Payment field Submit Select the payment type from the drop down menu for the payment and enter a reference number if available Then you will need to click the submit button Once submitted you will be given the option to Click Here for a receipt or continue on with another registration A receipt will be emailed to the paren
36. 0 Price Change 00 00 00 Ha New Price 0 00 Go Limit 12 Reg Limit 19 Comments im Print _ Cancel lal Save Publish Date Publish Time allows you to schedule when the class will a publish in the public web store Remove Date Remove Time allows you to schedule when the class will be removed from the public web store Reg Begins Begins Time allows you to set the date and time that the class will be available for registration This can be different from the publish date if you would like the class to display before registration opens If you do not want to delay the opening of registration you can leave these fields at the default of 00 00 00 and the registration beginning will default to the publish date Reg Ends Ends Time allows you to set the date and time that the registration closes for the class This can be different from the remove date if you would like the class to display after the registration closes If you do not want to delay the displaying of registration you can leave these fields at the default of 00 00 00 and the registration ending will default to the remove date Standard amp Contract Pricing The radio buttons for Standard and Contract pricing allow you to set the pricing structure for the Class Standard pricing is used for classes that have a one time payment with the payment being made at the time of registration Contract pricing is used for classes that need to have the reoccurring payment functionalit
37. 5 Pool 7 00 PM 7 45 PM Kenwood Middle School Pool Y _ 2009 03 30 Pool 7 00 PM 7 45 PM Kenwood Middle School Pool Y We 2009 04 01 Pool w 2009 04 06 Pool Cd 2009 04 08 Pool Lia Print LH Done Before you create a reservation you MUST check availability The software will go out and look at all of the reservations In the table under the check availability button it will list all of the dates that you are trying to create a reservation for 2 Check Availability Ej Create Add Date Space Conflict _ 2009 03 25 Pool 7 00 PM 7 45 PM Kenwood Middle School Pool 2009 03 30 Pool 7 00 PM 7 45 PM Kenwood Middle School Pool w 2009 04 01 Pool Y 2009 04 06 Pool w 2009 04 08 Pool deh Print Done 55 If there is not a conflict with the date it will be listed and will have a check in the checkbox If there is a conflict the checkbox will be unchecked and the conflict will be listed You can override a conflict and choose to schedule the date anyway To do that you would just check the checkbox T Check Availability Ej Create Ada Date Space Conflict 2009 03 25 Pool 7 00 PM 7 45 PM Kenwood Middle School Pool W 2009 04 01 Pool ve 2006 04 06 Pool ve 2006 04 08 Pool E Print E Done Conflict Override A button that allows you to Check All items in the reservation table allows you to override all the conflicts with the push of one butt
38. 5320 Once you have clicked on the Merge Duplicates button a new window will open with the information from each of the two selected persons displayed 127 Duplicate Manager Double Click on the Address of the person you want to merge all of the data into Shawn Erdenberg A Shawn Erdenberg e 1346 Midway Avenue a 1346 Midway Avenue 630 513 9913 630 513 9913 y Sherrie Erdenberg ini Sherrie Erdenberg ini 1346 Midway Avenue F 1346 Midway Avenue sherrie revtrak com sherrie nodomain com 630 513 9913 630 513 9913 Reg Date Class Reg Date Class 2010 09 16 S10 469 Elementary Reading 2010 09 30 367a Soccer 1st amp 2nd Graders X Cancel If the person is a sub account participant child to another account the main account holder information will appear underneath the two persons you have highlighted The sub account will have a single person icon If the person is a main account holder they will have the multi person icon If you run your mouse over the multi person account holder icon a text box will pop up that shows you all of the sub accounts underneath the main account as well as all of the phone numbers for the account If you run your mouse over the single person account icon a text box will pop up that shows you the phone numbers for the account To select the account to merge all of the data into double click on the address of the top person that you would like to merge into 128 Dupli
39. 55420 Date Description Amount 11 16 2011 Tone Up 2011 A Adult Health amp Fitness 110 00 John Doe 10 10 2011 10 25 2012 11 16 2011 Check 595959 110 00 This communication is for the exclusive use of the addressee and may contain confidential or privileged information If you are not the intended recipient any use copying disclosure dissemination or distribution is strictly prohibited RegWerks Demonstration All Rights Reserved Other Options settings are grouped under three tabs titled Web Store Usage Request and Events The contents of each tab are described here with examples of where and how each setting appears on the public side Web Store Tab The Web Store tab contains options for Color Settings Home Page Message and Column Setup 19 Options District Mel s Testing Site Federal Tax ID 1234 587694 _ Show Attendance on Tax Statements Web St Background Text Color Alternate Alternate 2 Usage Request Events a a Link Hover y Link Link Visited lJ RT Get Colors Home Page Message lt center gt The text entered here will appear on your Web Store Program Listing You can use HTML for formatting as showm here lt h2 style color red gt Change the color or lt h2 gt lt h1 style color green gt size of your text lt h1 gt lt p gt Invoice Logo Recommended logo size 300x180 Email mvaill reqwerks com wv Enable Parent Portal
40. Balance Forward 0 00 Tu Th am 12 01 2012 to 12 31 2012 135 00 Total Due 135 00 This invoice is a reminder to make your payment to Our Preschool Please go to the Web store and make your mothly payment This communication is for the exclusive use of the addressee and may contain confidential or privileged information If you are not the intended recipient any use copying disclosure dissemination or distribution is strictly prohibited Your School Here All Rights Reserved Contract Pricing Classes Contract pricing is used for classes that need to have the reoccurring payment functionality These classes have a contract assigned to them The contract sets the rates and attendance schedule for each registration Once you have assigned contract pricing and have registrations in the class you can use the contract class functionality Class 49375 Class Number 721 3SCP Program Course Gene Instructor amp Expenses Account Code 004 Manager Mortenson Kim Publish Date 07 17 2012 EH Remove Date 05 31 2013 4 Reg Begins 00 00 00 iA Reg Ends 00 00 00 EA Contract Sunshine 3 s Go Limit Comments 7 Print 7 Schedule Arrangements Registration v v Publish Time 12 00 AM Remove Time 12 00 AM Begins Time 12 00 AM Ends Time 12 00 AM Reg Limit LEJL SJ LSJ LS Status Active Enrolled Waitlist Waitlist Invoice wv Show On Web _ Allow Waitlist Registrations
41. Bloomington Building Eagle Ridge Elementary 450 Eagle View Rd Lakeland Space Highland Elementary 400 Highview Dr Lakeland Group John Henry High School 200 1st Ave Lakeland Julian Thomas Elementary 930 Martin Luther King Dr Racine Question Profile Kelly Inn St Cloud Lakeview Elementary 1 Lakeview Dr Lakeland Course Class North Park Elementary 4748 Elizabeth St Radne Manager Pineview Middle School 3 Pine View Rd Lakeland Instructor Person krgpgonr DEROGDB Adding a Building You can add as many building as you need To add a building click the Add button Type the name of the building Add the address Adding the address allows the location to show up on the user side with Google Maps When finished click Save to save or Cancel to cancel your work without saving Editing A Building To edit a Building click on the name of the Building that you would like to edit The Building will come up Type in any correction to the name or address and click Save to save or Cancel to cancel without any changes Saving or canceling will return you to the Building list Deleting A Building From the Building list highlight the Building you want to delete click in the box but not on top of the words and click Delete A dialog box will pop up to confirm or cancel To complete the delete you must click the OK button 62 Space Space allows you to create your Space in each Building This could be a classroom a gymnasium a portion of
42. Cart Links amp Account Edits Contact Us HOMEPAGE Your School Here Programs The text entered into this text box will appear on your Web Store Program Listing You can also create a link as shown here Click here to visit Google Please see the links below for activities and classes Alumni Membership Recreation 1 Athletics Elementary School Athletic High School Athletics 3 Background Middle School Athletics_ 1 Community Education Text Color Adult Enrichment 6 Aquatics 5 Link Early Childhood Family Education 2 Youth Enrichment 1 Link Hover Cresco Fitness Center Membership 3 Link Visited Park and Recreation After School Program 1 Enrichme Programs 1 Holidays Special Events 3 Teen Programs 2 Background corresponds to the entire background color of all RegWerks pages Text Color corresponds to the plain text displayed on the all RegWerks pages Link corresponds to the initial color of all hyperlinks Link Hover corresponds to the color of a link when a mouse hovers over that link Link Visited corresponds to the color of a link after it has been clicked 24 Course Listing Diagram ontact Us OMEP AGE RevTrak Account Password Reminder Privacy Policy Site Map zatre Seating Chart GODADOY Come def WEBSITE PESTED 2091 19 12 Alternate corresponds to the alternating background color of the Class listings Alternate2 corresponds to the background color of a
43. Contracts allow you to create re occurring pricing structures to be assigned to individual classes Re occurring payments can be charged on the classes that they are assigned to Also in this way re occurring charges can be batch processed to those accounts that have given authorization to bill on a monthly basis Contracts are made up of Rates Rates are used to setup differing rate structures such as Standard Rate Employee rate etc This allows you to have different rates for the same class Segments are assigned to Rates Segments are named as such as they are segments of a day AM PM and Other A student can sign up for 1 am 1 pm and 1 other segment for the rate they choose Contract 130 Name SACC Signup Available Daily _ Monthly _ Drop In V Pre Pay Prepay Start Date 08 04 2012 Rate Employee E Free Reduced Standard Rate K Cancel ka Save Name This is the name displayed when assigning a contract from the dropdown menu on a contract class Signup Available distinguishes the sign up type Each contract must be assigned to either a daily tuition rate monthly tuition rate or a drop in tuition rate The difference between these options is how the contract is calculated With the Daily and Monthly option the parent only registers for the class one time and makes payments following invoicing using the Parent Portal or via batch processes 37 With the Daily option your charges are base
44. Description You can enter a description that will show on the public website in the class detail view Each description is specific to that class offered 86 Class 48742 Class Number Aquatic Yoga II Status Active v Program Enrolled Course Waitlist General Instructor amp Expenses Schedule Arrangements Registration Waitlist Use Facility Reservation _ Yes e No eA _ J Group amp Dates Group Select One v Sunday w Monday w Tuesday w Wednesday Thursday Friday Saturday Start Dt End Dt Start Tm End Tm Location Space 2012 07 09 2012 11 07 9 00 AM 11 00 AM Crestwood Middle School LO E J Schedule Description Print Cancel ka Save Use Facility Reservation By selecting No you are creating a reservation less class When you make this selection a new table appears Group You may still assign a group to the class via the drop down menu These are the same groups that you created for facility reservations You can also leave the group blank if you like To designate the days that the class takes place check the box in front of the appropriate days Add Class Schedule information by clicking on the Add button This will bring up a window to enter the class location date s and time s Date Building Select One v l OR Other Location Start Date 00 00 00 H End Date 00 00 00 GA Start Time 12 00 AM End Time 12 00 AM
45. ESTS enuncian iii dune aa AA KAE ania 59 GENERAL REQUEST INFORMATION TAB 00ooccococococococo nc nn nm ns 60 QUESTION ANSWERS TAB rro 60 BUMEDINS diia 62 ADDING A BUILDING do cd ceneles 62 EDITING A BUILDING c cccccceccecececececcccccccecececucueueuacaecesecucueueuauaesedececueuuceeauseseseuseseauauauaesenesersuacauaeauaeaenerstess 62 DELETING A BUILDING 0 c0cccccecccececoccccececececccccececcucececececccecscoccesesecacecccecccececesecececcecccccecetenecsecccececccuceseeeeecees 62 SPACE o riadas 63 ADDING A SPACE rra 63 EDITING A SPACE ui 64 PRD DING A GROUP PPC PERA toh Gin Sie Met al oD Secale nadie 64 EDIT ING GRO UA ao Leal rol nd 65 DELETING GROUP r ista 65 QUESTION PROFILE omar dida 66 UESTONTIAPES see i e ea dodo oa e a 67 COURSE o tt caia 72 GENERALTAB li ene eee Ee ee Teen ROOT eee ee eco A 72 ARRANCEMENTS A ceases arts cs eee coh eu she te ela debe cea ace bel estada 74 IWED NAAA 75 IS era aaa a eae nee ere cat RN 78 QUESTIONS TAB surta ll e Nel ao eee ld 79 EXPENSES amp EMAIL TAB a Lealtad o 81 O A arse css eee setae ecient geal nascent P etic A E wou E A E A amencue EEA E A EAN A 82 GENERASTAB ace caer he tess arse ees Ni o io eta eine oh 83 INSTRUCTOR amp EXPENSES AB dear ues 85 SCARE DULE TAB erde o ed ia o ol e ld e e Ue 86 ARRANGEMENTS TAB e decides 89 REGISTRA MON TAB e inst dere cea lc ant bae neh bet deslinde dae tub tga desea dades tee 90 A e O E HI ead ese ese ee ee terete ee ad ata eck te 91 FRE
46. Expenses Schedule Arrangements Registration Waitlist Invoice Account Code Lighthouse v wv Show On Web Manager Peck Lee v Allow Waitlist Registrations Publish Date 05 29 2012 E ee _ Show On Year End Statement Remove Date 05 31 2013 EH Are you sure you want to undo the fee generation Reg Begins 00 00 00 HH No Reg Ends 00 00 00 5H Ends Time 12 00 AM Contract M S Before and After x Go Limit iia o Reg Limit 50 Comments w Print E g E Cancel a Save LES Send Invoices The invoicing process is not completed until the invoices have been emailed to the customers The Send Invoices button allows you to preview the invoices and check for accuracy You can also print hard copies 103 when you preview them The invoices will print with page breaks between each invoice The process is not complete until you Send the invoices via email to the customers Class 47518 Class Number 12 13 KCLT 3rd 5th Status Active v Program Enrolled Course Waitlist Gene Instructor amp Expenses Schedule Arrangements Registration Waitlist Invoice Account Code Lighthouse v Y Show On Web Manager Peck Lee kd Allow Waitlist Registrations Publish Date 05 29 2012 EH Invoices Show On Year End Statement AA Remove Date 05 31 2013 i Do you want to preview the invoices or send them Reg Begins 00 00 00 Send Cancel Reg Ends 00 00 00 fA Ends Time 12 00 AM Contract M S Before and After Y Go Limit 0
47. M Deduction Late Payment Fee Registration Fee 0 00 Fields in Red add to or deduct from the rate when applied To add use a positive number to deduct use a negative number X Cancel La Save Price gt Drop In Rate This is the price charged for a single day of attendance on this Segment Price gt Additional Child Deduction The Additional Child deduction subtracts from the Price gt Drop In Rate amount if the student is not the first person in the family to register for a class using this contract So if the student qualifies for the Additional Child Deduction they would get the 2 00 Additional Child Deduction deducted from the 10 00 Price gt Drop In Rate and therefore be charged 8 00 for their rate AM amp PM Deduction gt Drop In Rate This is the price to add to or deduct from the charges if the student is registered for an AM and PM segment on this contract So if the student qualifies for the AM amp PM Deduction they would get the 2 00 AM amp PM Deduction deducted from the 10 00 Price gt Drop In Rate and therefore be charged 8 00 for their rate AM amp PM Deduction gt Additional Child Deduction This is the price to add to or deduct from the charges if the student is registered for an AM and PM segment on this contract AND the student is not the first person in the family to register for a class using this contract So if the student qualifies for both AM amp PM Deduction an
48. M PM Discount you must check all three options Late Pickup Fee allows you to charge an additional fee on a daily basis if a child is picked up late from class A flat fee or per minute charge can be selected Attendance can then be taken with the 39 late pick up times noted The additional fees will be automatically calculated based on the late fee set up when the charges are calculated for that class Change Fee amount can be entered if there is an extra charge added every time a customer changes their segment within a contract For example if a parent originally signs up for a 6 00pm pick up and then changes to a 6 30pm pick up they would be changing their segment within the contract The change would qualify them for a segment change fee 40 Segments Once the Rates for the Contract have been created you will use individual segments to create the various pricing structures for differing attendance days and times To create a new segment just click on the plus sign to the left of the segment table That will open up a new screen Each contract can have multiple segments to capture the various pricing opportunities Segment NEW Name Start Time End Time 12 00 AM _ Other Y Select Days Max Days 0 Available Days Mon Tue Wed Thur Fri Max Quantity Min Quantity Allowed On Hand 0 Monthly Additional Child Rate Deduction Price 0 00 AM amp PM Deduction 0 00
49. Publish Time Remove Time Begins Time Ends Time Price Change Reg Limit v v 12 00 AM 12 00 AM 12 00 AM 12 00 AM 00 00 00 Status Active n Enrolled Waitlist Registration Waitlist wv Show On Web e Y Allow Waitlist Registrations L Show On Year End Statement fs New Price 0 00 8 Cancel IN be Save When this is checked and a person attempts to register for a class that is already full they will be asked during the registration process if they want to be added to the waitlist 91 e00 Demo Web Store Registration e 4 t yourschoolhere revtrak net tek9 asp pg Registration v7 OM Google aJ Your School Here Welcome to the Web Store Browse Band Tickets Cheerleading Camp Child Care A Event Actions Designate Your Donation Group High School Students Donations Date 2 6 2012 6 20 2013 Map This Event Field Trip Days Mo Th Request Information Food Service Time 10 00 AM 11 00 AM D Remind Me Spirit Wear i Stud nt Fads te Balinois Location Cresco Fitness Center Tell A Friend Transportation Instructor Subscribe To Calendar Yearbooks Price 90 00 P lt g CLICK HERE to be Your Family s Fees IC CLICK HERE to be added to the Waitlist added to the Waitlist Calendar Events Calendar Usage Request Info Reg Form Activities Be all you can be at cheerleading camp Both beginners and advanced cheerleaders will be challenged Reg
50. Rate Employee Rate Free and Reduced Lunch or Scholarship Rate 130 Name Standard Rate _ Hide From Web v Multi Student Discount V AM amp PM Discount _ Allow Multi Student amp AM PM Discount Late Pickup Type e Flat Fee _ Per Minute Late Pickup Fee 0 00 Change Fee 0 00 O Segment Name Start Time End Time El 2 Days Before Schoo 7 00 AM 9 10 AM 3 Days Before Schoo 7 00 AM 9 10 AM 4 Days Before Schoo 7 00 AM 9 10 AM 5 Days Before Schoo 7 00 AM 9 10 AM 3 Days After Schoo 3 45 PM 6 00 PM A Mave ftar SCrchan LAS OM KENN DM Lv 3 Cancel a Save Hide from Web You have the option to hide each specific rate from the web so that the general public will not see rate during registration The hidden rate will only be available for registration using the Administrator s Walk in Registration process Multi Student Discount With in a segment you can setup a special rate for additional students within the same family The first student will be charged the full price and each additional student will be charged the reduced rate The special pricing is set up within each segment in the rate AM amp PM Discount Allows you to give a discount to the student if they sign up for an AM and PM segment within the same rate Allow Multi Student amp AM PM Discount allows you to stack the discounting options By checking this box you allow both discounted rates Note to use the Multi Student and A
51. Save to save or Cancel to cancel without saving any changes Saving or canceling will return you to the table listing Deleting an Item Main Setup sti ed 2 Cemre 1 n We highly recommend that you do not delete items from the tables The items in one table are often tied to items in another table If you feel that you must delete an item you will highlight the item in the table and click the Delete button A dialog box will pop up to confirm your deletion To complete the delete you must click the OK button at the confirmation Setup Menu Main Setup Q Asi oer ass j Mead nae e A main Address Oty Santo The Setup Menu contains navigation links to the tables E sehedste miee T e pr needed to build the basic structure of the software e aaa A A e Each of the links will be described in greater detail i a Pond Roed Midde School 130 Pord Rood fobtirrriie below a Space Sheron Cementay School 234 Sheron Roed Acorde M coe n 3 e Fee Class pa Account Code Space Type Group Type Program Category w UUU PBE O a A ar Fee Class Fee Class is used in our facility scheduling functionality Fee classes are created to differentiate rates for space usage The Fee Class table comes with 3 default Fee Classes pre loaded for your use School and Non Profits Churches plus and For Profit Types You can add as many Fee Classes as you need The Fee Class options are only used with facility scheduli
52. Select One Y Sunday w Monday w Tuesday w Wednesday Thursday Friday Saturday Start Dt End Dt Start Tm End Tm Location Space a 2012 07 09 2012 11 07 9 00 AM 11 00 AM Crestwood Middle School i J Schedule Description 1 Print Cancel IN by Save The button in the upper right hand corner creates a link to this class The link is copied to your computer s clipboard This link can be used to distribute to your customers for a direct link to the class details page in the web store 88 Arrangements Tab Under the Arrangements Tab you can add specific instructions for each course You will be able to be print them out on the facility setup reports l Class 48742 Class Number Aquatic Yoga 11 Program Course General Instructor amp Expenses Room Arrangement Instructional Aids Miscellaneous Supplies d Print Schedule Status Active v Enrolled Waitlist Arrangements Registration Waitlist AV Equipment Books Instruments Special Instructions Cancel ke Save 89 Registration Tab This tab allows you to see students who are currently registered for the class You can also see students who have cancelled out of this class The registrations are listed in the table gt Class 10444 Class Number A2 3684 Status Active v Program Enrolled Course Waitlist General Instructor amp Expenses Schedule Arrangements Re
53. Table of Contents INTRODUC TION rin idad 4 GETTING STARTED nenas 5 MENUS ceo 5 ADD EDT DELETE aaa 6 SETUP MENU rnanan anana R A A E a A A A A EAA A O EA EAR 7 FEE CLASS a E E EE EGA 8 ACCOUNTCOD Escuinapa EE A A E 9 SPACE TYPE e AN EO AE EE E T E E ii 9 OROUP TIPE E EE EE EEN 10 CATEGORY muaa EEEE E E A A A E a 12 USER ooa ete ce i eae ers be E E E E 15 TABLES ere A a a ee 15 CATEGORIES ae E E A E EEE 16 REPORTS ccceccccececececececcccecececececececacccececececeuecscaeaecucecenauaueuscseaecesedauaueueusesececececauaueuetseceaececacausueuacceceausesecenseaes 16 BUILDINGS rra 17 OPTIONS ir id cios 18 WEB STORE TAB rra 19 USAGE REQUEST TAB e aa ge a ee ee en ee eee eee 31 EVENTS A eo oO 35 CONTRA TS dia 37 FS PIE E E E TA OE A TET AE ENE A NE 38 Siae 41 DAILY SIGNUP AVAILABLE cccccccecececcccccccecececccueucucacaucececueueueuaeausesecscueueneauauaesesecsusecueaeaeaeserersuaeaeaeaeaeaenesecans 43 MONTHLY SIGNUP AVAILABLE ccececececcccecececcccccaccecececucueueeaeaesesecsceeuuceauauaesesecsusuauauauaesesesscsuseaeaeauaeaeaersrass 45 DROP IN SIGNUP AVAILABLE ccccecececcccccecececcccccacaccecucucueueueauausedecscueuuaeauauaesesecsuuenuaeauaeseneressuseaeaeauauaenenecass 47 MAIN MENO nicas ada does 50 SCHEDULE as 50 CREATE ADD rra 53 RESERVATIONS cccccececececececcccccececucucucceacacaececsceuueueuuauaesesscseuenegeauaesedecsuueuuceueauausesecsusuauauauauaesesscsuscauaeauaeaenerseass 57 USAGE REQU
54. a drop down menu with the type of question The order allows you to put your questions in a specific order The required checkbox allows you to require that a specific question is answered for a registration to take place Question Field Label Field Type Select One Order 0 Report Column Heading HK Cancel la Save Text Area 67 Question A Text Area question allows for an open entry box similar to a comment box The columns and rows allow you set dias the size of the entry box Columns refers to the width of Field Type OS A the text box and Rows will create the height of the text Order 0 box Required Columns 0 Rows 0 MX Cancel Save Text Question Field Label Emergency Contact Name Field Type Text Zij Order 10 v Required Report Column Heading Emergency Contact Name Size 25 Length 65 Value amp Cancel fa Save eckbox Question allows a question with a checkbox be created The Value is the default value that is a static answer This will be reported on the Excel spreadsheet reports The checked box determines the box is defaulted as checked or unchecked Radio Button Question Field Label Are you playing sports this season Field Type Radio Button v Order 10 v Required Report Column Heading Playing Sports O Radio Items Cost Question Profile 3 No 5 Yes 10 Emergency Contact Info a
55. a listing of the charges and payments for all registrations for the person Person 32984 10073 4 Pre First MI Last Suffix Melissa will Email gt mwill regwerks com Address 123 Cherry Street City State Zip Mytown MN 55232 Birthdate Age Grade 00 00 00 En o Sth Male _ Female _ Suspend Account RT Cust ID 10073 Registrations Phones Emergency Remarks Payments Account Register Date Name 2009 09 01 6068af 4 Hour AARP Driver Safety Refresher Pr 13 00 0 00 2009 09 01 Cancellation 13 00 0 00 2009 09 01 Credit Card 10001002 0 00 13 00 2009 09 01 Check Check 563853 0 00 13 00 2009 09 01 FOS PE JM WTHSProm 10 00 0 00 2009 09 01 Credit Card 10001002 0 00 10 00 a p Print 126 Duplicate Manager The Duplicate Manager help you keep your person list clean The duplicate manager is found in top toolbar of the Person list ada Y Delete mi 2 Person Last Name w wil gt gt Main Name Age Gender Address To use the duplicate manager select the two persons to be merged To select the two persons click on the first person in the person list then while holding down the Mac Users Command Key Windows User Ctrl Key click on the second person This will highlight the two persons to merge Click on the duplicate merge in the top tool bar Main Setup Person 250 Add jy Delete m e Person Last Name y i gt 4
56. ace Type Group Type will allow you to create categories for your groups After creating group types you will have the ability to sort or search your Groups by type p You are creating group types that will populate the rograms Group Type drop down field on the Group table You Please see the links below for activities and classes will build your actual groups in the Group table that is Athletics located under the Main Menu El tary School Athletics 1 coa tied 3 Group Type is used for facility scheduling If you are not Middle School Athletics 1 using the facility scheduling features of the Ao Education Adult Enrichment 6 RegistrationWerks software you do not need to create After School Classes 0 group types Aquatics 5 Cooking 1 Early Childhood Family Education 2 Gymnastics 0 Music 0 Youth Enrichment 1 Summer School English 2 Fine and Applied Arts 0 Mathematics 5 Reading 2 Science 1 10 Program A Program is the highest level of the software s overall structure Programs are used to group Categories Courses and Classes You must first create Programs to populate the drop down menus that are required to create the Categories Courses and Classes When you add a program you must give it a name The Description field can be used to add a more detailed explanation of what the program includes Also from the Program screen you can enter a Reply To email address for emails and
57. ain Setup Add Ei Delete om 2 y Month Timeline There is also a calendar control that allows you to change your view of the calendar You have options to view by Day Week or Month The left and right arrows let you scroll according to which view you have selected by Day Week or Month The Timeline button shows an Hourly view and allows you to use the arrows to scroll by day 50 By default the Schedule screen opens to the current week with the current day highlighted in yellow You must select a building or space from the left Spaces panel before you will see what has been scheduled Click the arrow that corresponds to the building you would like to view The folder will open showing all of the available spaces within that building You can then select a specific space by checking the check box Y that corresponds to the space you would like to view You can also check the Building check box without opening the folder All of the spaces within the building will be checked automatically In the following example we have selected the Community Education Building the Cresco Fitness Center and the Pineview Middle School 4 PTs PS Peels Sa 50th V Deep Blue Sea V Jungle Mania Room V 3 Cresco Fitness Center O Crestwood Middle School E b gt Cy Eagle Ridge Elementary gt 3 Highland Elementary gt O John Henry High School gt Gy Julian Thomas Elementary _ Kelly
58. another 3 4 years Do thus on your current income Learn Number Date Day s Time Topic s WI12 1 2 14 12 Tu 6 30p 9 30p Financial Planning WI12 2 4 17 12 Tu 6 30p 9 30p Topic Topics are links used to cross reference Courses on the website They are initially displayed on the Class Adult Enrichment Adult learning education Adult Health and Fitness If you are new to exercise or have been away for awhile join us for a fun easier paced workout to help you gently rediscover health and vitality Class format is designed to impr Number Date Day s Time A2 3684 1 12 13 1 26 13 Sa 9 30a 11 00a Aerobics Think of aerobic activity as being long in duration yet low in intensity Aerobic activities include walking biking Jogging swimming aerobic classes and cross country skiing Number Date Day s Time E1 3652 5 2 13 12 12 13 Th 3 00p 7 00p Get Out of Debt Adults You can pay off your consumer debt credit cards car payments and other expenses in 1 3 years and your 30 year mortgage in another 3 4 years Do this on your current income Learn Number Date Day s Time Topic s WI12 1 2 14 12 Tu 6 30p 9 30p Financial Planning W112 2 4 17 12 Tu 6 30p 9 30p Microsoft Excel for Beginners Having problems tracking your expenses Learn to set up a simple spreadsheet with formulas Use conditional formatting to draw attention to exceptions Also learn how to enter edi Number Date Day s Time Topi
59. ard as payment type and do not click Refund Card Now before clicking Save you will see a prompt asking if you want to proceed without refunding the monies to the credit card Click No and click the Refund Card Now button Once you have clicked the Refund Card Now button a confirmation window will open By clicking OK you are authorizing RevTrak to refund the credit card If processing a credit card refund the Reference field will be populated automatically upon processing the refund with the RevTrak refund reference number RevTrak generates a reference number and a confirmation window will open to show that the refund has been successfully completed A receipt is generated in the RevTrak system and sent to the customer The registration will show as canceled and the refund amount will show as a negative payment and an adjustment will be been entered to reflect a balance of 0 00 If you choose another type of Credit Type record that refund in the system and select Save 111 Payment Tab The Payment tab lists all of the details related to payments made for the registration The information on the left hand side of the tab is the payment information J mAT iii Registration 1989456 Name R Enrolled v Class 3 Pricing Payment Invoice History Questions Contract History Notes amp Emails Payments Registered o Date Method Amount Price 2012 10 30 Credit Card 85 00 Adjust Total Adjustments Paid o Date Reason Amo
60. ard for additional payments or refunds You can see the information displayed that we used for the last credit card payment on the registration To update the credit card to make additional payments click on the Update Credit Card on File button Registration 872885 Name Enrolled v Class A Pricing Current Contract s v Additional Student Payment Invoice History Questions Contract History Notes amp Emails Payments Registered Date Method Amount Price 2011 07 20 Credit Card 0 00 1 r Adjust Total i Adjustments Paid y Date Reason Amount e Balance 2012 02 02 After Schoo pi 220 00 4 J i Update Credit Card On File 2012 02 14 Before School 1 aiaa AA 2012 02 14 After Schoo pl 220 00 Card Type Last 4 Digits ba q Exp Date Print LSJ Le Le amp Cancel la Save mo Hannah 1e Canasta Ere Siinehian Miasa A ma This will bring up a new window in your browser that allows you to authorize a credit card and update an existing credit card or put a new credit card on file Again we never actually store the full credit card information we store a token that allows us to reuse the credit card for additional payments or refunds 113 600 Card Authorization er https checkout revtrak net 458 Pages AuthOnly aspx 77 Credit Card Number Expires Month Year Authorize You have until 1 27 2013 10 12 39 AM to process thi
61. as the cost of the expense You can have unlimited expenses for each of the classes If there are expenses listed under the course they will carry down to future classes created after the Expenses have been entered Conf Email Enter the email address of where to send confirmation emails This can also be modified at the class level to be class specific Registration Email This allows you to create an email that will be sent to each customer after they have registered for a class under the course The email can be used to send out a supply list a thank you for registering note or any other specific information you would like to send to the registrant If there is a Registration Email created under the course it will carry down to future classes created after the Email has been entered 81 Class Classes are the specific offering of each course Example Course Preschool Guppies 1 Class Monday nights at 7 00pm Class Monday nights at 8 00pm You cannot add a Class without having a Course Also a Class has to be added under the Course window To add the class click on the add class button in the lower left hand corner of the course window Course 5093 Title Adult Health and Fitness _ Inactive Program Community Education v General Arrangements Web Classes Questions Expenses amp Email Account Code 003 v Manager Miller Troy v Category _ Enrichment v Meetings Topic _ Health an
62. ations individual registrations can be suspended at the registration When you calculate the charges for a class any registration that are suspended will be listed in the suspended registrations table The student is listed along with the contract segment that is suspended If a registration is suspended for more than one segment each segment will be listed separately The reason for the suspension as well as the dates of the suspension will be listed in the table If you want to charge the registration a partial charge for the invoice period you will need to enter the amount to charge in the amount column The system will not calculate the partial charges for a suspended registration You will need to enter the amount you would like to charge for the invoicing dates 102 Daily Charge Processing Generate fees from 11 01 2012 to the date selected below Charges for Selected Days Due Date 11 15 2012 4 14 November 2012 Lej s Student Segment Reason Start End Amount Will Melissa PM Kids Club Standard 2 Days Vacation 11 12 2012 11 23 2012 0 S M T W T F Tf 21 22 23 ass Suspended Registrations XK Cancel ff OK Y roy MEA AY AY v gt gt ome v rae Su Undo Charges Undo Charges allows you to undo charges you have calculated before you have emailed the invoices Class 47518 Class Number 12 13 KCLT 3rd 5th Status Active y Program Enrolled Course Waitlist Gene Instructor amp
63. basic information for the parent guardian before you can set up the sub account for the student My Account Information Your Personal Details Parent s Information First Name Last Name E Mail Address Your Address Home Address State Choose One Zip Code Your Contact Information Home Phone Work Phone Cell Phone CONTINUE gt 132 After you have set up the parent guardian account you will then proceed to the registration screen On this screen you will have the ability to add the students as participants Click on the Add Participant button to open a pop up window that allows you to input the student s basic information Register Participant Please select the participant for Algebra Semester 1 MAT301 Semester 2 MAT302 Melissa will Click here to add students to the family account ADD PARTICIPANT 4 Event Information Please answer the following questions to complete adding your registration to the shopping cart Required field What school do you attend Choose One Authorization Any student absent for more than three days will be dropped from the course and forfeit registration fees I agree to the above authorization statement Credit Card Other Submit On this screen the parent guardian account address will auto fill in the participant s screen if the parent guardian s address is different from the student s just type
64. bh a Start Cate 01 05 2009 8 End Date O3 31 2009 a Pa aiii y For example To have an event class that meets on the first Monday of the month choose the Week radio button the Multiple Times Per Week button the Mo checkbox and the Wk 1 checkbox For an event class that occurs once a month click the Month radio button you then choose the By Day Number radio button If it occurs on the last day of the month you will need to choose that button Create Add Reservations Reservation Group Community Ed Pu rpose W109 Tadpoles Start Time 17 15 PM End Time 7 45 PM Start Date 01 05 2009 a End Date 03 31 2009 aunty _ Day J Week a j Month One Time Per Month o By Day Number 54 _ Each Last Day of the Month After you have set your date s and selected your space you will need to check the availability of the space for your event Reservation an Group Community Ed T Permit Create Add Reservations Purpose W109 Preschool Gupples 2 Fi E Spaces pr Start Time F DO0OPM End Time FASPM _ E Cedarville Elementary Scho gt Ga Gralnwood Elementary Scho Start Date 03 16 2009 33 End Date 05 29 2009 Ss l Gj JFK Elementary School ES Kenwood Middle School Lal Day fa Week LJ Month LA Year Auditorium _ Cafeteria Every Day from Start Date to End Date Gym _ Media Center IMC 5 Check Availability Ej Create Ada Conflict _ 2009 03 2
65. button in the toolbox along the top of the screen Questions allow you to add and tailor questions to the registration for the specific course on the website You can have as many questions as you like and the type of question can vary To add a question click on the plus sign to the left of the box To delete a question highlight the question with one click and then click on the minus sign Question Profile 27 Name Walver Questions Order Label Type El 1 Participant Liability Waiver and Hold Harmless Agreement Heading l 5 Please read this form carefully and be aware that by registering for Label Only 10 lt b gt Risk of Injury lt b gt As a participant in the program or as a p Label Only 15 lt b gt Waiver of Injury Claims lt b gt I agree to waive and relinquish Label Only 20 lt b gt Release from Liability lt b gt I do hereby fully release and disc Label Only 25 lt b gt Indemnity and Defense lt b gt I further agree to indemnify hc Label Only 30 lt b gt I have read and fully understand and agree to the above Partic Label Only 35 Please check the box to agree Checkbox Y Preview XK Cancel a Save When you click the Add button a question window will pop up Question G Field Label Field Type Select One A Order 0 Report Column Heading Cancel IN ka Save 66 Question Types The Field Label is the actual question you want to ask The Field Type is
66. c s X1 36 12 1 16 12 1 30 12 Mo 6 30p 8 00p Computer Pottery Advanced Wheel Throwing Join us for 8 weeks of advanced creative pottery wheel throwing Where you will use 100 pounds of clay to create your very own works of art Number Date Day s Time Topic s A2 36 13 3 4 13 4 29 13 Mo 6 30p 7 30p Arts and Crafts Pottery Basics Learn how to create your own pottery by joining this beginners class on wheelthrowing You will learn the basics of handling clay and how to use the wheel to create bowls mugs and Number Date Day s Time Topic s A1 36 13 6 4 13 6 27 13 Tu Th 5 00p 8 00p Arts and Crafts Notice in the image on the right a list is now displayed containing only the Classes using the Topic of Fitness from all of the available categories Each Course can have two topics but they are not required To show Topics on the web store you will need to create topics go to the Setup Menu Click on Options check the Topic checkbox under Column Setup then Save your change 14 Listing under the Category that the user clicks To illustrate this the following image shows the Course list for the Adult Enrichment Category Only the Courses that fall under Adult Enrichment are initially shown in the list Notice that Fitness is used as a Topic for two of the classes displayed If the user is interested in seeing all of the classes that have anything to do with fitness they have the option to click on the Fitnes
67. cate Manager Double Click on the Address of the person you want to merge all of the data into Y Mark Gebhard FG Mark Gebhard ini 10800 Lyndale Ave a 37532 3rd Avenue mark revtrak com E 507 664 9352 507 664 9124 Reg Date Class Reg Date Class XK Cancel Once you have double clicked on the person account you would like to merge into you are then shown a summary of what the completed merge will become This allows you to double check that this is the way you want the accounts to be going forward You may click Back button to change you merge choices or click the Complete Merge button to complete the merge Duplicate Manager If the below merged data looks correct please press the Complete Merge button to complete Mark Gebhard iNo 10800 Lyndale Ave mark revtrak com 507 664 9352 Reg Date Class lt a Back 5 gt Complete Merge X Cancel 129 Reporting O Add i Y Delete a a Course Title ft The print button in the tool bar will bring up selected reports depending on which table you are located on in the system Also throughout the system you will see a Print Button on the various screens Each screen has different reports for printing based on the location in the system Walk In Registrations Select the Walk In Registration Button which looks like a Rolodex card Register in the top tool bar Main Setup Add a Delete Course Title kd t A new window wil
68. cked the user will be taken to the Usage Request form 99 4 Pp yourschoolhere revtrak net tek9 asp pg RW_Usage_Reques Usage Request e E Google Q Browse Band Tickets Child Care Designate Your Donation Donations Field Trip Food Service Spirit Wear Student Fees amp Balances Transportation Yearbooks Your Family s Fees IC Calendar Events Calendar Usage Request Reg Form Activities Reg Form Dance Reg Form Field Trip Registration Community Ed Shopping Cart Links amp Account Edits Web Store Home Contact Us My RevTrak Account Password Reminder Policies A A Your School Here Welcome to the Web Store If you are interested in reserving space please complete the Facility Usage Request form below or call us for more information at 555 123 4567 Please note that there is a 10 00 processing fee for submitting a usage request Required field Contact Info Group Use Purpose First Bill Williams Email mwill regwerks com Address 11515 Main Street MN Zip 155352 NOTE One of the following phone numbers is required to proceed Home Phone Work Phone Cell Phone Once completed the request for space usage will be displayed in RegistrationWerks and found listed under Usage Request awaiting approval 600 RegistrationWerks v40009 er https yourschoolhere facilitywerks com admi
69. d is an Additional Child they would get the 4 00 deducted from the 10 00 Price gt Drop In Rate and therefore be charged 6 00 for their rate Late Payment Fee gt Drop In Rate The Late Payment Fee gt Drop In Rate amount is the amount charged against a registration when an invoice is not paid before the Invoice Due date The late fee is applied 48 automatically when a balance due exists on an invoice and the Invoice Due date has passed The Invoice Due date is set during the invoicing process Late Payment Fee gt Additional Child Deduction The Late Payment Fee gt Additional Child Deduction amount is the amount charged against a registration when an invoice is not paid before the Invoice Due date and the student is not the first person in the family to register for a class using this contract The late fee is applied automatically when a balance due exists on an invoice and the Invoice Due date has passed The Invoice Due date is set during the invoicing process Registration Fee gt Drop In Rate The Registration Fee gt Drop In Rate amount is the amount charged at the time of registration when selecting this segment Registration Fee gt Additional Child Deduction The Registration Fee gt Additional Child Deduction amount is the amount deducted from Registration Fee gt Drop In Rate at the time of registration when the student is not the first person in the family to register for a class using this contract
70. d Class Detail NS reports When he looks at the available Y Ch tal reports only those that he has access to will LJ Class Revenue g be listed X Cancel yl Save 16 Buildings The Buildings tab is populated by the buildings you create in the Main menu under the Building item in the left hand navigation This tab allows you to grant or deny access to specific buildings within your institution User 1366 First Last John Doe Email johndoe email com Username IDOE Password t t t t t v Active Y Access Credit Card Refunds Y Access Site Options Tables Categories Reports Buildings laa La Show Building High School Jenson High School Middle School Parkway Elementary Pond Road Middle School OO ORK OU RK Sharon Elementary School v X Cancel tal Save 17 Options The Options screen will allow you to define the basic look and feel of RegWerks within the public side of the RevTrak web store There are two ways to get to the options screen From the RegWerks menus choose Setup Menu gt Options In the Left Navigation click the Setup Panel at the bottom left of the window This will show the Setup items in the Left Navigation Now click the Options links in the Left Navigation Menu Options District Mel s Testing Site Email mvilldregwerks com Federal Tax ID 1234 587694 wv Enable Parent Portal kad Show Attendance on Tax Statements Web St Usage Request Events Background
71. d Wellness yy Pez Fitness a Go Limit 12 Reg Limit 24 Price 90 00 Comments This action will bring up a confirmation window and then a new class window Several items that were set up in the course window will carry over to the new class windows The Program and Course carry over and cannot be changed You can add a specific class number to the class offered Note Class Numbers must be unique throughout the system The Active status is the assumed status The status can be modified in the drop down menu to allow you to filter out your active and inactive courses from the Course entry screen 82 General Tab The first tab in the class screen is the general tab In this tab the general information about the class is listed Account Code Manager Price Go Limit and Reg Limit are all carried over from the Course screen These items can be overwritten to be specific for this class Class 10444 Class Number A2 3684 Status Active v Program Enrolled Course Waitlist Gene Instructor amp Expenses Schedule Arrangements Registration Waitlist Account Code 003 7 wv Show On Web Manager Jameson Cory v Y Allow Waitlist Registrations Publish Date 12 12 2009 EH Publish Time 12 00 AM _ Show On Year End Statement Remove Date 01 26 2013 Remove Time 12 00 AM Reg Begins 01 23 2011 48 Begins Time 12 00 AM Reg Ends 00 00 00 Ee Ends Time 12 00 AM Price 90 0
72. d on a Daily tuition rate during the invoicing process With the monthly option your charges are based on a Monthly tuition rate during the invoicing process With the Drop In option customers purchase quantities of attendances and repurchase additional quantities as they need them The students will not have any on going daily or monthly charges Invoicing can be run for Drop In registrations and if it is run will only charge the students who have used more drop in days than they have purchased Pre Payment amp Prepay Start Date should be selected if the payment will be made prior to the first month of attendance If payments will be made after the month has taken place this checkbox should remain unchecked If the contract requires a pre payment you will also need to enter a Prepay Start Date for the payment period There are three types of contracts that can be created These are determined based on the Signup Available that is chosen For more detail please see the Segment details Rates Contracts can also have multiple rates assigned to them To build specific rates click on the plus sign to the left of the rate table to create a new rate To delete a rate highlight the rate by clicking on the name in the table and then click the garbage can Once you have confirmed the deletion the rate will no longer exist 38 Name The rate will be displayed to the parent at the time of registration Some examples of rates names might be Standard
73. don VA 20171 a Space Allen Lisa 0 505 Main Street Prior Lake MN 55372 e Group Amundson Pat 0 605 E 6th St Albert Lea MN 56007 Anderson Jane 7 Female 100 Lakeview Terrace Lakeville 1D 12345 Question Profile Anderson Julie 7 Female 100 Lakeview Terrace Lakeville OH 55555 Course d 7 Anderson Mary 7 Female 100 Lakeview Terrace Lakeville OH 55555 LA Class Anderson Rachel 0 100 Lakeview Terrace Lakeville OH 55555 2 Manager Applewood Dana 24 Female 815 Yellowstone Dr Grapevine TX 76051 Instructor Applewood John 0 815 Yellowstone Dr Grapevine TX 76051 At Test 0 Its Address Its Ci lA 55420 if Person a Bailey Elizabeth 5 Female 10800 Lyndale Ave S Bloomington MN 55420 Balley Jack 11 Male 10800 Lyndale Ave S Bloomington MN 55420 Bailey Karen 0 10800 Lyndale Ave S Bloomington MN 55420 Balley Margaret 13 Female 10800 Lyndale Ave S Bloomington MN 55420 Bailey Norah 13 Female 10800 Lyndale Ave S Bloomington MN 55420 Baker Susan 0 505 Main Street Prior Lake MN 55372 Banister Diane 0 2390 S Milford Rd Highland MI 48357 Barlett Elizabeth 3 Female 314 Clyburn Road James SG 21632 Bartlet Abbie 0 4225 Hardy Drive Scottsdale AZ 85241 Bartlet Jed 0 1600 Pennsylvania Ave NW Washington DC 20500 Bartlet Zoey 6 Female 4225 Hardy Drive Scottsdale AZ 85241
74. e URL into the Invoice Logo field and click Save In Safari right click on the image and select Copy Image Address You will be able to paste the URL into the Invoice Logo field and click Save The logo will show in the top left side of invoices and printed receipts as shown in the example receipt In Chrome right click select Copy Image URL and paste the URL into the Invoice Logo field and click Save The logo will show in the top left side of invoices and printed receipts as shown in the example receipt Mel s Testing Site TAX ID 1234 587694 Date 8 22 2012 Method Credit Card Reference 10379005 Amount 100 00 Bill To Ree Drummond 4628 Ranch Road Anytown OK 74078 Charges for Todd Drummond 12 13 1st Semester Date Description Amount 06 26 2012 Three Days a Week PM 09 10 2012 to 09 30 2012 85 00 06 27 2012 Late Payment Fee for Invoice 1648 1865389 15 00 08 22 2012 Credit Card 10379005 100 00 This communication is for the exclusive use of the addressee and may contain confidential or privileged information If you are not the intended recipient any use copying disclosure dissemination or distribution is strictly prohibited Mel s Testing Site All Rights Reserved 30 Usage Request Tab The Usage Request screen controls how usage requests are handled and define the usage request page of the software Options are available for a Processing Fee Question Profile Accounting Code Confirmation Email Addr
75. e in the middle of the screen To check for availability select a building to check on then click on the date from the list Click the Check Availability button and all spaces assigned to the space type in the chosen building will be listed in the lower list To select a space to be used for the reservation check the checkbox in front of the desired space If you would like to use the system to notify the customer of the outcome approved or denied click the email button and your computer s default email software will open and create a response email Once an email has been sent click the Create Reservation amp Complete button to complete the request The fulfillment of your usage request is as follows Meeting Room 2012 05 02 3 00 PM 5 00 PM Unable to fill 61 Building Buildings allow you to create all of your Buildings for your organization You may then use the buildings to narrow searches for rooms or reports e090 RegistrationWerks v40007 a ce 4 6 huos 1yourschoolhere faciltywerks com admin Flex facilitywerks htmisessionid 403434548 7174 3081 7 9 Google Main Setup Building 12 Add yj Delete bE Building Name x Main Name Address Apple Valley High School 11837 Navajo Road Apple Valley Schedule Community Education Building 10700 Lyndale Ave S Bloomington Reservation Cresco Fitness Center 130 North Park Place Cresco Usage Requests Crestwood Middle School 10700 Lyndale Ave S
76. e their email address and the password you created for them in the Manager permissions When finished click Save to save your work Editing A Manager To edit a Manager double click on the name of the manager that you would like to edit The Manager window will come up Type in any correction to the name or contact information and click Save to save or Cancel to cancel without any changes Saving or canceling will return you to the Manager list Deleting A Manager From the Manager list highlight the Manager you want to delete click in the box but not on top of the words and click Delete A dialog box will pop up to confirm or cancel To complete the delete you must click the OK button 119 Instructor The Instructor is the person who teaches the class Adding an Instructor To add an Instructor click the Add button Instructor 75 Pre First Last Suffix Fred Rogers Email Fred rogers com Address 6783 Hickory Hills Trail City State Zip Prior Lake MN 55372 Phones Profile Phone Type Number r Work Fax 666 666 6666 LO Ey Print X Cancel ij Save Type the name and the email address for the instructor Both fields are required You can enter the other contact information for each instructor To add a phone number you just click the plus sign button You will need to choose a phone type from the drop down menu Then input the phone number When finished click Save to save or Cancel t
77. ent Invoice History Questions Contract History Notes amp Emails Contact History Start End Attend Fee Type Segment 08 27 2012 05 31 2013 Monthly PM Kids Ch 5 Days a Week Suspend Charges o Start End Segment Reason El 10 01 2012 10 31 2012 PM Kids Club Standard 5 Father Lost Job de Print D4 J L j eaj q Cancel aj Save Suspend Charges Suspend Charges allows you to keep a registration enrolled in the class but suspend charges for a given date range To suspend the charges click the green plus sign This will bring up the suspend charges window Enter a reason for the suspension and a date range for the suspension Select the segment s that you would like to suspend by checking the checkbox next to the segment doc Suspend Charges Reason Start Date 00 00 00 fA End Date 00 00 00 Ea Segment _ Standard Rate 5 Days Before Schoo _ Standard Rate 5 Days After Schoo HK Cancel IN La Save Notes amp Email The Notes field allows you to enter notes on the registration The administrative staff can only view the notes internally within the system 116 Registration 1936657 Name Enrolled v SA Class Pricing Current Contract amp it _ Additional Student Payment Invoice History Questions Contract History Notes amp Emails a Notes 5 gi 4 2 11 3 2 M1 0 le iJ Emails by Resend gt o Date Subject To gt ji 08 24 2012 11 15 AM Invoice for Must Have
78. ents Calendar Usage Request Reg Form Activities Reg Form Dance Reg Form Field Trip Registration Community Ed Shopping Cart Links amp Account Edits My RevTrak Account RT Cust ID This is the RevTrak account ID that the RegWerks account is tied to This will only be displayed on the account holder for the account Sub accounts are tied to the account holder which holds the account in the RevTrak system Registrations Tab The registration table lists the date of registration the class number and title of the class the registration is for the location of the class the status of the registration and the reference number of the payment To view the specific information on a student s registration double click on the registration listed in the table This will take you to the specific details for the registration You can also access this same information from the Registrations tab of the Class See Registrations under class for more information Phones Tab This tab lists all of the phone numbers on file for a person You can add additional phone numbers by clicking on the green plus sign button You can also edit existing phone numbers by clicking on the actual phone number listed This will open the field to allow for editing To remove a phone number click on the phone number to highlight it and then click on the button with the garbage can 123 Person 32984 10073 P yA o b L P
79. ess and screen Instructions Processing Fee If the institution charges a processing fee for Usage Requests the amount is entered here If Options District RegWerks Demonstration Email someone regwerks com Federal Tax ID XXX XXX XXXX Usage Request Processing Fee 0 00 Question Profile Usage Request Questions Accounting Code Usage Request Account Code Conf Email facilities reqwerks com Instructions If you are interested in reserving space please complete the Facility Use Request Form below or call us for more information at 555 123 4567 Add Date Instructions Rental of the facility is subject to availability Click the lt b gt ADD DATE lt b gt button to request specific dates times and spaces A You can submit multiple requests We will contact you with confirmation vhen your X Cancel Save no amount is entered no fee will be charged and a Thank you for your request message will be displayed If an amount is entered here the request screen will show Please note that there is a 3 00 processing fee for submitting a usage request Upon completing all of the required information the requester will be taken to the shopping cart to enter payment information and complete the transaction 31 Question Profile A question profile can be attached to the Usage Request page from the Question Profile drop down menu The profile would first need to be created from the Main Menu gt Question Pr
80. f the invoice that the system will send out Class 17319 Class Number Some Test Status Active v Program Enrolled Waitlist Course Conf Email General Instructor amp Expenses Schedule Arrangements Registration Waitlist Receipt Class 72398 Receipt Message Class Number 13 14 Weekly Tuition Status Active li Program Enrolled Course Waitlist Conf Email General Instructor amp Expenses Schedule Arrangements Registration Waitlist Receipt Invoice Receipt Message Invoice Email Subject Invoice Email Message E JLS J LSS LBS X Cancel yl lal Save j Receipt Message allows you to create a message that will appear on the receipt Invoice Email Subject Creates the Subject line on the email that will be the invoice You can set a standard subject that can be used repeatedly each invoicing or you can change the subject with each invoicing Invoice Email Message allows you to create a message that will appear in the invoice after the charges are listed You can set a standard message that can be used repeatedly with each invoicing or you can change the message with each invoicing 96 97 Your School Here TAX ID 4 00000000 Invoice 5100 1916911 Due Date 12 10 2012 Bill To Bill Williams 1515 Main Street Anytown MN 55352 Charges for Sadie Will 721 3SCP Description Amount
81. family is entered By checking the checkbox next to Additional Student this will qualify the registration for the Multi Student Discount on the contract 109 Cancelling a Registration To cancel a registration select Canceled from the drop down menu in the upper right hand corner of the window Registration 2048325 Name Enrolled Class kl Cancelled Pricing Payment Invoice History Questions Contract History Notes amp Emails Payments Registered Date Method Amount Price 2013 01 25 Credit Card 110 00 Adjust Total Adjustments Paid Date Reason Balance 2013 01 25 Resident No Card Type Last 4 Digits Exp Date Print 69 Cancel j ka Save A confirmation box will pop up Click OK to continue with the cancellation A cancellation screen will open Ifa cancellation fee is charged enter it in the Cancellation Fee field Also if the district is keeping any of the payments that amount should be entered in the Cancellation Fee also Select the credit type from the drop down menu If you choose Credit Card and have user permission to issue credit card refunds the Refund Card Now button will display allowing you to process the credit card refund The Credit Date field will be populated automatically 110 Cancellation Refund Card Now Refund You have not refunded the monies to their card yet Are you sure you want to proceed with saving If you select Credit C
82. g and Class Listing Text Color Link Hover E Alternate Link Visited E i Alternate 2 i RT Get Colors Background corresponds to the entire background color of all RegWerks pages Text Color corresponds to the plain text displayed on the all RegWerks pages Alternate corresponds to the alternating background color of the Class listings Alternate2 corresponds to the background color of all headings within the RegWerks pages Link corresponds to the initial color of all hyperlinks Link Hover corresponds to the color of a link when a mouse hovers over that link Link Visited corresponds to the color of a link after it has been clicked Color options are corresponded directly to the Global settings website Color Options through the RevTrak dashboard The Get Colors button is used to match the colors that are currently set in the Dashboard for each element When this button is clicked RegWerks communicates with RevTrak to capture the current color settings and then displays the colors accordingly Specific colors for specific elements can then be set in RegWerks to override the web store settings Program Listing Click a Category to Start Activity Registration Band Tickets Child Care Comm Ed Registration Dance Ticket eForm Designate Your Donation Donations Event Calendar Food Service Reservation Request Spint Wear Student Fees amp Balances Transportation Yearbooks Your Family s Fees IC Shopping
83. gistration Waitlist Registrations Date Name Status Reference Method Paid Balance l 2010 08 31 Anderson Rachel Cancelled 10042010 Credit Card 20 00 0 00 2 2010 10 04 Applewood John Cancelled 852 Check 0 00 0 00 2010 06 16 Applewood John Cancelled 954 Check 0 00 0 00 2010 09 21 Baker Susan Enrolled 6548 Check 90 00 125 00 2011 01 06 Berton Andy Enrolled 6548 Cash 90 00 0 00 2010 05 17 Cassada Katie Cancelled 10283093 Credit Card 3 00 0 00 MA AF or nm wwe ee tem tl O o mw lin d AS AA A AS OO a dl O d an AA AA AA Email Thank you for registering for Adult Health and Fitness Make sure you mark down the dates on your calendar as there will not be a reminder e mail being sent before the class begins Thank you Your School Here Staff gap Print Cancel IN fa Save 2010 06 16 Ap Notes When you see the note icon next to a Registration this means that there is a 010 09 21 Be Note on the Registration See specific Registration for more information 2011 01 06 BE Date This is the date they registered Name This is the name of the registrant Status The status is enrolled unless you change it To change a status click on the status of the participant a drop down menu will appear with the option to cancel a registration Doing so will leave the name in the table but will remove the name from all reporting This will allow you to have a history of the transaction See Cancelling a Registra
84. he student qualifies for both AM amp PM Deduction and is an Additional Child they would get the 4 00 deducted from the 10 00 Price gt Daily Rate and therefore be charged 6 00 for their rate AM amp PM Deduction gt Additional Child Deduction This is the price to add to or deduct from the charges if the student is registered for an AM and PM segment on this contract AND the student is not the first person in the family to register for a class using this contract So if the student qualifies for both AM amp PM Deduction and is an Additional Child they would get the 4 00 deducted from the 10 00 Price gt Daily Rate and therefore be charged 6 00 for their rate Late Payment Fee gt Daily Rate The Late Payment Fee gt Daily Rate amount is the amount charged against a registration when an invoice is not paid before the Invoice Due date The late fee is applied 43 automatically when a balance due exists on an invoice and the Invoice Due date has passed The Invoice Due date is set during the invoicing process Late Payment Fee gt Additional Child Deduction The Late Payment Fee gt Additional Child Deduction amount is the amount charged against a registration when an invoice is not paid before the Invoice Due date and the student is not the first person in the family to register for a class using this contract The late fee is applied automatically when a balance due exists on an invoice and the Invoice Due date has passed
85. he tabs are either active editable or inactive grayed out depending on what was selected on the Contract window 42 Daily Signup Available If you have chosen the Daily Signup the following rate information applies Segment NEW Name Start Time 12 00 AM End Time 12 00 AM J AM PM e Other V Select Days Max Days 0 Available Days Mon Tue Wed Thur Fri Max Quantity Min Quantity Allowed On Hand 0 Daily Additional Child Rate Deduction Price 0 00 AM amp PM Deduction 0 00 Late Payment Fee Registration Fee 0 00 Fields in Red add to or deduct from the rate when applied To add use a positive number to deduct use a negative number X Cancel la Save Price gt Daily Rate This is the price charged for a single day of attendance on this Segment Price gt Additional Child Deduction The Additional Child deduction subtracts from the Price gt Daily Rate amount if the student is not the first person in the family to register for a class using this contract If the student qualifies for the Additional Child Deduction they would get the 2 00 Additional Child Deduction deducted from the 10 00 Price gt Daily Rate and therefore be charged 8 00 for their rate AM amp PM Deduction gt Daily Rate This is the price to add to or deduct from the charges if the student is registered for an AM amp PM segment on this contract So if t
86. ified teachers In the above example After the Bell is a Program that contains one Category Landry Elementary Each Category has the number of Courses attached in parentheses When a user clicks on the Category they are taken to the Course listing page which also shows the individual Classes that are avallable under each Course 11 grams ise see the links below for activities and classes After the Bell Landry Ele After the Bell is the district s after school Anytown C program is available for students Afterscho Kindergarten 6th grade on all elementary Aquatic C Campuses Youth Enn _ Bef d This program provides students a safe well erore an supervised environment reinforcing AM Kids C academic skills and incorporating fun Lincoln Tr activities including games art projects and Sagamon nls dine under the direction of County ROI certified teachers Basic Computing 1 Registration Category A Category is the second level of the software s overall structure Categories are used to group Courses and Classes For example a Summer School Program might offer several different Math Courses Algebra Trigonometry Geometric Structures Statistics and Calculus each with multiple classes that vary according to the times and dates that they are offered The Category is a broad representation of all of the Courses and Classes that pertain to it Category 55 Program Community Education
87. il valle cobertsan ncemail com Also note the Waitlist count in the upper right portion of the Class window This gives you the count of registrations on the waitlist You can send messages to those on the waitlist by clicking the Email button to the left of the waitlist registration list To transfer a registration from the waitlist to the registrations click on the registration to select the registration from the waitlist and click the Register button just to the left of the waitlist registration list Class 38936 Class Number 2012 Checrieading Active Program Enrollec Course Waitlist General Instructor amp Expenses Schedule Registration Waitlist Waitlist 93 Clicking this button will open a new tab or new window in your browser where you will complete the payment information e009 Waitlist a RegistrationWerks v40007 E Waitlist x 9 Google Q a i https yourschoolhere facilitywerks com walkup waitlist html sessionid 403434548 7174 30816 amp regid Cc Cheerleading Camp Luke Williams Select the Payment Method to complete this registration Credit Card Other Submit If paying by Credit Card the registration will be added to the shopping cart You can then pay for the registration by completing the RevTrak checkout procedure And finally complete the registration Upon completion it may take a few minutes to move the registration from Waitlist to Enrolled If paying by
88. il address The software will send an email to the friend s email address with the details of the class 76 Tell A Friend Your Name Friends Email Submit Show Remind Me By checking this checkbox you are choosing to display the Remind Me under the Event Actions in the web store This allows the customer to enter and email address and a reminder will be sent to the email address in the increment that the customer selects 1 2 4 8 12 Hour or 1 3 7 Days Remind Me Remind Me 1 Hour gt Before the event Send email to Submit Show Subscribe to Calendar By checking this checkbox you are choosing to display the Subscribe To Calendar under the Event Actions in the web store This allows the customer to subscribe to the schedule of the class using Cal Google Calendar Outlook or other calendaring subscription software Tf Classes Tab The Classes Tab lists each class offered for that course You can double click the class and it will take you to the class window This is the historical listing of each time a class has been offered under this course lt lists the Class Number Start Date Location Price Enrollment count Class Go Limit and Status Course 40213 Title Watercise _ Inactive Program Adult Community Education y General Arrangements Web Classes Questions Expenses amp Email Class Start Date Location Enrolled Go Limit Status 2012 Fall 13W 2012 09 12 19 0 Comp
89. include your logo on printed receipts and invoices enter the URL and path to your institution s logo on a web site The image must be web based JPEG TIFF PNG GIF BMP and we recommend that the image size is 300 x 180 pixels 28 Options T District Mel s Testing Site Email mvill reqwerks com Federal Tax ID 1234 587694 wv Enable Parent Portal _ Show Attendance on Tax Statements Web St Usage Request Events Background p Link Text Color E Link Hover Column Setup Y Class Number g wv Date Link Visited Alternate p e C Days Alternate 2 p RT Get Colors Y Time gt j Ls Y Instructor Home Page Message E Topic lt center gt The text entered here will appear on your Web Store Program Listing You can use HTML wv Price formatting lt center gt h Invoice Logo https secure revtrak net reqwerks imc Recommended logo size 300x180 XK Cancel qd Save HyperText Transfer Protocol To find the URL to an image on your web site navigate to JPEG image the image you would like to use AAA 3 Agagaress URL In Internet Explorer right click on the image and select Properties from the menu that displays The URL will be listed as the Address of the image Insert the entire URL into the Invoice Logo field and click Save 11 15 2011 11 15 2011 In Firefox right click on the image select Copy Image Location from the menu You will be able to paste th
90. ings up a listing of all members of the Family To move the registration select the name of the new registration and click the OK button 106 Choice Family Will Melissa Will Shane od on amp Cancel OK Registrations for standard pricing classes can also be transferred to classes within the same course To switch a registration between classes click the Button with the blue crossing arrows This brings up a listing of all classes available to move To move the registration select the name of the new registration and click the OK button Choice Classes 13 Sesl HH 2305 Chess Introduction 1 21 2013 3 00 PM iis 13 Ses1 M 2303 Chess Introduction 1 21 2013 3 00 PM EN url L 2007 Couso Benet arias sae e wt on 3 Cancel A OK Updating Registration Contracts On Contract Pricing classes contracts can be updated to reflect a new rate or a new segment s To change a contract for a registration click the Button with the blue crossing arrows next to the current contract field This will bring up the Contract window 107 Contract Current Rate Choose a new Rate if applicable New Rate Monthly Payment Plan AM Segment PM Segment Current AM Segment Choose a new AM Segment if applicable New AM Segment Tu Th am Current AM Days Choose new AM Attendance Schedule Tuesday Thursday The current contract information will be listed To select a new rate choose the ra
91. ion LAN121 Course for Students in Transition from 10th to 11th Grade Students will take both classes LAN121 amp LAN105 during the summer for 1 full LAN credit Grade Number Date Day s Time LAN121 6 4 12 7 26 12 Mo Tu We Th 8 00a 12 00p American Literature LAN105 Course for Students in Transition from 10th to 11th Grade Students will take both classes LAN121 8 LAN105 during the summer for 1 full LAN credit Grade Number Date Day s Time LAN105 6 4 12 7 26 12 Mo Tu We Th 8 00a 12 00p Once you have clicked on the Class number you will be presented with detailed Class information You should be at a window that looks similar to below Click on the link that says CLICK HERE to register for this Class Algebra Semester 1 MAT301 Semester 2 MAT302 Go To Shopping Cart Group Event Actions Date 6 4 2012 7 26 2012 Register for this Class 0 Days Mo Tu We Th of 250 Time 8 00 AM 12 00 PM Location Northridge High Schoo Room Instructor Click here to reserve the spot in the class for the student Price 250 00 A CLICK HERE to Register for this Class 0 of 250 Meets Closed July 4 5 2012 Info Course for Students in Transition from 8th to Rh Grade Grade Level 9 10 Prerequisite None Credit 1 0 Grade Weight 4 0 Description The fundamental purpose of this course is to formalize and extend the mathematics that students learned in the middle grades Because it is b
92. l open in your browser In the new window select a Category by clicking on the Category title Programs Please see the links below for activities and classes Achieve Summer Academy Accelerated Courses FACE TO FACE 5 Accelerated Courses ONLINE 6 Credit Recovery BLENDED 10 Skill Development FACE TO FACE 7 You are now presented with a list of Classes for the above selected Category Find the Class you would like to register your student for and click on the Class Number 130 Classes Matching Your Criteria Algebra Semester 1 MAT301 Semester 2 MAT302 Course for Students in Transition from 8th to 9th Grade Grade Level 9 10 Prerequisite None Credit 1 0 Grade Weight 4 0 Description Click on the class number that the student will be registering for Number Date Day s Time MAT301 MAT302 e 6 4 12 7 26 12 Mo Tu We Th 8 00a 12 00p 311 Semester 2 MAT312 Course for Students in Trghsition from 9th to 10th Grade Grade Level 9 10 Prerequisite Successfully completed Algebra I Credit 1 0 Grade W Number Day s Time MAT311 MAT312 6 4 12 7 26 12 Mo Tu We Th 8 00a 12 00p Algebra II Semester 1 MAT317 Semester 2 MAT318 Course for Students in Transition from 10th to 11th Grade Grade Level 9 10 11 12 Prerequisite Successful completion Geometry or Honors Geometry or teach Number Date Day s Time MAT317 MAT318 6 4 12 7 26 12 Mo Tu We Th 8 00a 12 00p Advanced Composit
93. lete Print Add Class Cancel bal Save Pam Dra rro Ari AR rarreo auinrmni arr Rlarsarntr r erortoFt wran 78 Questions Tab The Questions Tab allows you to add and tailor questions to the registration for the specific course on the website There are two types of questions Course 40218 Title Watercise _ Inactive Program Adult Community Education v General Arrangements Web Classes Questions Expenses amp Email Standard Questions _ Date of Birth _ Emergency Contact Y Student Grade Select _ Special Considerations Selected Grades All Available Custom Questions Order Label Type El 10 Are you a Webster Aquatic Center member Radio Button Y Preview a Print Add Class X Cancel bal Save Standard Questions By using these questions the information can then be reported on standardized reports Student Grade By selecting Student Grade and clicking the Select button you can choose the grades available The grade choice selection will pop up and allow the user to select the student s grade Special Considerations This uses a text area question that is required It allows the registrant to enter any special considerations that they would like to make the teacher aware of Custom Questions allows you to add and tailor questions to the registration for the specific course on the website You can have as many questions as you would like
94. link when a mouse hovers over that link Link Visited corresponds to the color of a link after it has been clicked 26 Column Setup Column Setup refers to the Column Headings and Details which describe each class within a course From this area you can define which of the columns will display on the Course Listing page If all 7 of the options are selected text wrapping on the course page could occur Text wrapping may cause the layout to appear confusing We recommend that you select the most important columns and check only five options Options District Mel s Testing Site Email mvaill reqwerks com Federal Tax ID 1234 587694 wv Enable Parent Portal _ Show Attendance on Tax Statements Web St Usage Request Events Background Link Bw Column Setup Y Class Number Text Color E Link Hover D Date Link Visited Alternate n a Days Alternate 2 K RT Get Colors Time Instructor Home Page Message Topic lt center gt The text entered here vill appear on your Web Store Program Listing You can use HTML for formatting as shovm here Price lt h2 style color red gt Change the color or lt h2 gt lt h1 style color green gt size of your text lt h1 gt lt p gt Invoice Logo https secure revtrak net regwerks imc Recommended logo size 300x180 Cancel cl Save You can choose to either show or hide the Class Number Date Days Time Instructor Topic or Price individually If checked
95. ll headings within the RegWerks pages 20 Class Listing Diagram Your School Here Click a Category to Start Activity Registration i Band Tickets Group Middle School Students Event Actions Child Care Date 1 2 2012 2 27 2012 Map This Event Comm Ed Registration Days Mon Background oR bape sisas Time 6 30 PM 7 30 PM esignate Your Donation q i i i Text Color Donations Location Pineview Middle School Event Calendar Room Pool Alternate Food Service Instructor Joan Smith Reservation Request Price 65 00 Spirit Wear Student Fees amp Balances Transportation CLICK HERE to Register for this Class Yearbooks Link J More Information Tell A Friend Subscribe To Calendar Link Hover Link Visited O Alternate 2 RT Get Colors Register for this Class _ _ i Display All Dates Your Family s Fees IC aa Shopping Cart Links amp Account Edits Contact Us HOMEPAGE My RevTrak Account Password Reminder Policies Privacy Policy Site Map Theatre Seating Chart Background corresponds to the entire background color of all RegWerks pages Text Color corresponds to the plain text displayed on the all RegWerks pages Alternate corresponds to the alternating background color of the Class listings Alternate2 corresponds to the background color of all headings within the RegWerks pages Link corresponds to the initial color of all hyperlinks Link Hover corresponds to the color of a
96. m Dance classes and cross country skiing Reg Form Field Trip Registration Community Ed Cardiovascular Benefits Aerobic exercise conditions the heart and lungs by increasing the oxygen available to the body and by enabling the heart to use oxygen more School Reg Fees efficiently Shopping Cart gt Display All Dates Links amp Account Edits Web Store Home Contact Us Mw DawTral Arrmint Show Map Link By checking this checkbox you are choosing to display Map This Event under the Event Actions in the web store This will open a new tab window with a Google Map to the Building address of the class location Customer Map Link By entering a customer map link this allows you to override the Building location Show More Information By checking this checkbox you are choosing to display Request Information under the Event Actions in the web store This allows the customer to enter their email address and submit a question Once they submit the question it will be emailed to the manager of the class Request Information Your Email Your Question Submit Custom Info Link By entering a website address this overrides the Request Information action and will display the website within the web store frame Show Tell a Friend By checking this checkbox you are choosing to display the Tell a Friend under the Event Actions in the web store This allows the customer to enter their name and a friend s ema
97. mp Cancel be Save Select List Question Field Label T Shirt Size Field Type Select List v Order 5 v Required Report Column Heading Size Select Items Cost Question Profile Youth Small 0 00 g j Youth Medium 0 00 Youth Large 0 00 Adult Small 0 00 z Cancel fa Save A Text question allows for a line of text to be entered The size is the number of characters displayed for the text line The length is the number of characters the field can accept Value allows for an answer or format to be displayed Checkbox Question A Ch Field Label Have you completed Jr Lifeguarding Level 6D to Fleld Type Checkbox zj Order 3 _ Required if Value Yes _ Checked X Cancel Save A Radio Button Question allows various static answers that can be selected To create the various answers click on the Add button Once a line has been added click into the line and add the various answers You can also change the price of the class based on which radio button is selected The price can be affected in either a positive or negative way by entering a positive or negative number You can also attach a Question Profile which will allow you to ask additional questions based on how the radio button question is answered This is called question based questioning A Select List Question allows a list to be created with various static answers that can be selected To create the various ans
98. munity Education Bullding Laboratory Laboratory John Henry High School North Gym Gymnasium Eagle Ridge Elementary Adding a Space You can add as many Spaces as you need To add a Space click the Add button Type the name of the Space It has to have a parent Space that you would need to choose from the drop down menu An example of a parent Space would be Gymnasium which would be the parent space for the North Gym and the South Gym And the parent space for the gymnasium would be the building You also need to choose the space type The capacity lets you track how many people a space can accommodate Attributes The Attributes tab allows you to put descriptive attributes to space You can then search for spaces based on the attributes you need i e the space has a sink Fee Class The Fee Class tab allows you to adjust the fee for the space based on who is using it Description The Description tab allows you to write a general description of the space When finished click Save to save or Cancel to cancel your work without saving 63 Editing A Space To edit a Space click on the name of the Space that you would like to edit The Space will come up Type in any correction to the name or description and click Save to save or Cancel to cancel without any changes Saving or canceling will return you to the Space list Deleting A Space From the Space list highlight the Space you want to delete click in the box but not on top
99. n Flex facilitywerks html sessionid 4 E E Google Usage_Request 22 Awaiting Approval w Main Setup ME E MEA e Compete MIRA Sr gt eBRORYFBELOGL Schedule Reservation Usage Requests Building Space Group Question Profile Course Class Manager Instructor Person Request Made Date 2010 02 24 2010 03 31 2010 04 20 2010 04 20 2011 07 15 2011 07 21 2011 07 21 2011 07 21 2011 09 27 2011 09 30 2011 10 24 2011 11 02 2011 11 21 2011 11 21 2012 04 20 2012 05 31 2012 06 28 2012 07 03 2012 07 17 2012 11 01 2012 11 01 2012 12 18 Group Name Girls Scouts Troop 28563 Test Ultimate Frisbee Tournament Red Cross Boy City Council Girls Scouts PTA PTA 7th And 8 Grade Pta Cub Scouts PTA PTA PTA Boy Scouts PTA Wedding Girl Scout Troop 3104 Surfer Club PTA PTA Request Status Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval Awaiting Approval General Request Information Tab Usage Request 666 When a customer fills out the usage request in the web store they must provide a group You can either use the Group informati
100. nd allow you to choose the profile that you would like You can choose the order that you would like the profile to appear in It can be mixed in with questions that are course specific Import List Validation An Import List question allows you to ask a student s ID number and compare it to a list that is imported into your RevTrak web store The ID number and the student s last name must match the number and name that have been imported to the web store Check All A Check All question allows for multiple answers to be selected To create the various answers click on the Add button Once a line has been added click into the line and add the various answers You can also change the price of the class based on which item is selected The price can be affected in either a positive or negative way by entering a positive or negative number Question Profile 27 Name Walver Questions o Order Label Type T 1 Participant Liability Waiver and Hold Harmless Agreement Heading Please read this form carefully and be aware that by registering for Label Only 10 lt b gt Risk of Injury lt b gt As a participant in the program or asar Label Only 15 lt b gt Waiver of Injury Claims lt b gt I agree to waive and relinquish Label Only 20 lt b gt Release from Liability lt b gt I do hereby fully release and disc Label Only 25 lt b gt Indemnity and Defense lt b gt I further agree to indemnify hc Label Only 30 l
101. ng Main Setup Add Jl J Delete Bj Les ral de Main Name Setup Class 1 School and Non Profits 2 E Class 2 Churches plus Class 3 For Profit Types dl Account Code Aa Space Type a Group Type m Program m Category m Topic User o Options la Contracts Class 1 School and Non Profits School Groups local non profit youth groups local non profit adult organizations except for non profit groups in Class Il and government units Class 2 Churches Plus Organizations conducting religious activities adult non profit groups which charge admission or sell merchandise or generate a crowd of 200 or more non profit non local adult and youth groups and colleges and universities Class 3 Pure Profit Types Commercial and Profit making organizations Account Code Account Codes are used to track your transactions in the RevTrak web store Each registration transaction in RegistrationWerks must have an Account Code assigned so that the transaction revenue is properly reported in the RegistrationWerks and RevTrak financial reports Account Codes created in the RegistrationWerks software will automatically be created in the RevTrak software the first time they are used in a transaction If an account code already exists in your RevTrak software you will need to identically create it in your RegistrationWerks software Main Setup Add 3 Delete _ 4 Account_Code Short Code w n Main Short Code Full Code Descripti
102. o cancel your work without saving Editing An Instructor To edit an Instructor double click on the name of the Instructor that you would like to edit The Instructor will come up Type in any correction to the name or contact information and click Save to save or Cancel to cancel without any changes Saving or canceling will return you to the Instructor list Deleting An Instructor From the instructor list highlight the instructor you want to delete click in the box but not on top of the words and click Delete A dialog box will pop up to confirm or cancel To complete the delete you must click the OK button 120 Person The person screen lists all of the people who have signed up for a class using the RegistrationWerks software or who hold the account for the participant When you double click on a person their contact information comes up This is the information that they entered when they logged into the system You can update their information from this screen Under the registrations tab you can see their registration history Person 45715 10003 Pre First MI Last Suffix Email Address City State Zip Birthdate Age Grade Jennifer Adele jacdelle noemai com 9238 Hometown Road Anytown NY 56380 00 00 00 E _ Suspend Account _ Male _ Female Registrations Phones Emergency Remarks Payments Account Register Registrations For Adele Jennifer
103. of the words and click Delete A dialog box will pop up to confirm or cancel To complete the delete you must click the OK button Group Group allows you to create the individual groups that will be using the various spaces This could be an internal group or an external group that will be renting the space you reserve 000 RegistrationWerks v40007 i 4 A https yourschoolhere facilitywerks com admin Flex facilitywerks htmi sessionid 403434548 7174 3081 Main Setup CM RN Google a iaj 8 Q add Y Delete mm 2 Group Name Schedule Reservation Usage Requests Building Space Question Profile Course Class Manager Instructor 2e gt MPBOMFDEROGOA Person Group 1st and 2nd Grade Students Adult Education Boy Scouts City Council Community Group Elementary Students Fall Winter Spring 09 10 Girls Scout Troop 007 High Schoo Students Middle School Students Park and Rec Pre Schoolers Racine 2009 Summer School Surfer Club Tupperware Today Adding a Group You can add as many Groups as you need To add a Group click the Add button Address 8855 2nd St 10800 Lyndale Ave S 14218 Park Av e 10800 Lyndale Ave S 8822 2nd st 1212 Thin Mint Road 845 3rd St 2244 3rd St 2244 31st St 222 1st Ave His Address Her Address City New City Bloomington Burnsville Bloomington Bloomington Acme New City New City Edwin Elko His Place
104. ofile page of RegWerks All profiles created there will populate this drop down for easy selection The questions included in the profile will then display when a user requests a reservation Options District RegWerks Demonstration Email someone regqwerks com Federal Tax ID XXX XXX XXXX Web Store Usage Requ Usage Questionaire Please answer the following questions to complete adding your facility use request to the shopping cart Processing Fee f s Required field Question Profile S Special Arrangements and Other Information Guest Do you have a permit J Yes No Accounting Code Kevins Conf Email Ref or will you need assistance to set up your event Regist Yes No Instructions Usage Please select any additional equipment requirements that you will need If you are interested in resg Check all that apply Facility Use Request Form E Kitchen Access L AV Equipment Food Services Lighting for more information at 555 Dance Floor Indoor Seating Outdoor Seating Add Date Instructions Rental of the facility is subi On Site Supervisor Acknowledgement Click the lt b gt ADD DATE lt l By checking the box below the adult who will be the on site supervisor acknowledges that he she has read You can submit multiple rec the facility use rules and will abide by them especially the rules which apply to the safety and conduct of children and that the group will abide by the rules established by the Ame
105. on amount is the amount charged against a registration when an invoice is not paid before the Invoice Due date and the student is not the first person in the family to register for a class using this contract The late fee is applied automatically when a balance due exists on an invoice and the Invoice Due date has passed The Invoice Due date is set during the invoicing process Registration Fee gt Monthly Rate The Registration Fee gt Monthly Rate amount is the amount charged at the time of registration when selecting this segment Registration Fee gt Additional Child Deduction The Registration Fee gt Additional Child Deduction amount is the amount deducted from Registration Fee gt Monthly Rate at the time of registration when the student is not the first person in the family to register for a class using this contract So if the student qualifies for the Additional Child Deduction they would get the 30 00 Additional Child Deduction deducted from the 30 00 Registration Fee gt Monthly Rate and therefore be charged 0 00 for their Registration Fee 46 Drop In Signup Available If you have chosen the Drop In Signup the following rate information applies You will notice that this sign up has two additional fields Drop In Days This is the number of Drop In units to be purchased at a time Max Quantity This is the maximum number of Drop In Day units that can be purchased at a time In the figure below the Drop
106. on Setup Adult CE 12343678910 Adult Community Educat Jensen 2 Fee Class a Account Code 952 d nccomcodo ee 2 Space type TestAccountc2 Sy GroupT r Code ah roup type estAccountCcdeNa r Short Code Summer Schoo Program Full Code 987654321 Category Topic Description Summer School music sports biology and science O User Options a Contracts XK Cancel ka Save To create an account code you will need a Short Code which can be a title for easy recognition on reports and a Full Code which will need to exactly match the corresponding code in RevTrak The Description is optional but allows you to clarify the code and what it should be used for Space Type Space Type allows you to categorize your Spaces by type For example Rooms 102 103 and 104 would be separate spaces each having the space type of Classroom In another example the school might have a gymnasium with two spaces Court 1 and Court 2 Both would have the space type of Gymnasium After adding the space types you are able to use the types to narrow searches for rooms or reports You are creating space types that will populate the space type field on the Space table You will build your actual spaces in the Space table that is located under the Main Menu Space Type is used for facility scheduling If you are not using the facility scheduling features of the RegistrationWerks software you do not need to create space types Group Type Much like Sp
107. on This is useful for instance when scheduling swimming pools when you know that there are already other groups in use of the pool but you want to override the conflict anyway The reservation will be made when you click the Create button If you have an existing reservation and you want to add an additional date s you would go through the reservation process as described above Instead of creating the reservation you would click the Add button The difference between the create button and the add button is the add button presents you with a menu of existing events to add this date too 96 Reservations Reservations Tab The reservations tab of the reservations screen allows you to look at and modify existing reservations Reservation Group Create Add Reservations Community Ed Reservations Adult Lap Swim M W 2 _ Delete Save Purpose Adult Lap Swim M W 2 Setup Min 0 Teardown Min 0 Events Notes Room Setup Special Instructions Date Start End Space 2008 10 03 8 00 PM 9 00 PM Kenwood Middle SchoolPool 2008 10 05 8 00 PM 9 00 PM Kenwood Middle SchoolPoo l 2008 10 10 8 00 PM 9 00 PM Kenwood Middle SchoolPoo l 2008 10 12 8 00 PM 9 00 PM Kenwood Middle SchoolPoo l 2008 10 17 8 00 PM 9 00 PM Kenwood Middle SchoolPoo l 2008 10 19 8 00 PM 9 00 PM Kenwood Middle SchoolPool O Print a Done To see your reservations click on the Reservations drop down menu Your reservati
108. on the user entered to create a new group or you can Purpose Meeting General Request Info Question Answers Group A Add E Existing Cont Billing First Last Address choose to add the request to an mo PR SS existing group To create a new H wW C group click the Add button to add the request to an existing group click the Existing button Check for availability in Building John Henry High School v F Check Availability Teardown Space Type Date Start End Setup Question Answers Tab The answers to all of the questions asked at the time of the request are located under the questions tab The answers can be changed if needed by clicking into the Answer field and typing in the new answer Space Conflict _ John Henry High School Commons I Close Email Create Reservation amp Complete 60 Usage Request 879 Purpose Family Reunion General Request Info Question Answers Question Answer AV equipment No Other equipment materials Yes Food service staff No Will you be bringing food Yes Check the box to agree x No vou have a current nermit Ma le Check for availability in Building Select One v Check Availability Date Start End Setup Teardown Space Type 2013 05 22 2 00 PM 8 00 PM 0 0 Auditorium Space Conflict g Close o Email Jl Create Reservation amp Complete The dates and time details for each date requested will be listed in the tabl
109. ons will be listed there The table will automatically fill in with your dates tied with the reservation To delete the reservation completely you would just click the delete button You will be prompted with a confirmation box to confirm that you actually want to delete the reservation To rename the reservation you can write over the title in the purpose box and then click the save button The set up and teardown minute boxes allow you to track how much time you will need for the setup and tear down for this reservation The events tab lists the events for the reservation To delete a single specific date from the reservation click the row that the date appears in and click the minus button 57 Reservation 750 Group Fall Winter Spring 09 10 v Permit Create Add Reservations Reservations Alg1A Algebra 101 7 Y Delete fa Save Purpose AIglA Algebra 101 Events Notes Room Setup Special Instructions LE Date Start End Set Tear Space 7 2013 06 03 2 30 PM 3 30 PM 0 0 Jonn Henry High School Room 250 2013 06 05 2 30 PM 3 30 PM 0 0 John Henry High School Room 250 2013 06 10 2 30 PM 3 30 PM John Henry High School Room 250 A o o nteny gh ono 380 2013 06 17 2 30PM 3 30 PM Jonn Henry High School Room 250 2013 06 19 2 30 PM 3 30 PM John Henry High School Room 250 0 0 2013 06 24 2 30 PM 3 30 PM 0 John Henry High School Room 250 0 O O O O 2013 06 26 2 30 PM 3 30 PM John Henry High School Room 250 qa Prin
110. r over the minimum amount The image below shows how the options will appear to parents via the web store The parent will select the rate via the drop down menu Once they have done that the segments of the contract appear as the attendance schedule for the parent to select from 4 yourschoolhere revtrak net tek9 asp pg Registration E Browse Band Tickets Child Care Designate Your Donation Donations Field Trip Food Service Spirit Wear Student Fees amp Balances Transportation Yearbooks Your Family s Fees IC Calendar Events Calendar Usage Request Reg Form Activities Reg Form Dance Reg Form Field Trip Registration Community Ed School Reg Fees Shopping Cart Demo Web Store Registration e Welcome to the Web Store Event Information Please answer the following questions to complete adding your registration to the shopping cart Required field Please select your rate Standard Rate sa Please select an attendance schedule 72 Days Before School 3 Days Before School Select the days you plan to attend You must select 3 Monday Tuesday Wednesday Thursday Friday 4 Days Before School 5 Days Before School 2 Days After School 3 Days After School 4 Days After School 5 Days After School The appearance and functionality of the Segment window will differ according to the selections you have made on the Rate window The fields in the columns listed in t
111. ract selections It will create an Excel spreadsheet with the current charges listed by student for preview and receivable purposes Monthly Charges for contracts that are set up for monthly billing the screen will prompt you for the date that you would like to invoice Next you will need to choose the end date for the billing cycle The system remembers the previous end date or if it is the first billing it will list the start date of the contract and will generate fees for that month The monthly charge can be billed for the full month You can also bill the monthly rate at a pro rate for partial months When you select the pro rated button you will set how many days the monthly rate is calculated on Due Date sets the due date for the invoice If the contract has a late fee assigned to it it will automatically charge the late fee for any invoice paid after the due date Pre Pay Processing Generate fees from 12 01 2012 to the date selected below Date 12 31 2012 4 Full Month _ Pro Rated Days in monthly rate Number of days in pro rated period Due Date 12 10 2012 Suspended Registrations Student Segment Reason Start End Amount X Cancel of OK Daily Charges for contracts that are set up for daily billing the screen will prompt you for the dates you would like to invoice You select the days by holding the Windows User Ctrl Key Mac Users Command Key and clicking on each day that you would like to invoice
112. re First MI Last Suffix Melissa will hop If Email gt mwill regwerks com re q A A O n n On b _ Address 123 Cherry Street hb 1 bp q ot Nema mo City State Zip Mytown MN 55232 T O A Mp Birthdate Age Grade 00 00 00 H 0 Sth Male _ Female kib y _ Suspend Account RT Cust ID 10073 a boy Registrations Phones Emergency Remarks Payments Account Register T Mp jd Phone Type Number Mp yA a 212 555 5555 mp yA 212 555 5656 mb 11 Mp 1l hb f bb yA py am Print X Cancel f Save i Emergency Tab This tab lists the person s emergency contact information Each field is editable by clicking into the field Person 32984 10073 asmi handia i Pre First MI Last Suffix Melissa iw be Email mwill regwerks com de kiini 123 Cherry Street wa city State Zip Mytown MN 55232 mm Msg Birthdate Age Grade 00 00 00 D Sho Male _ Female a C Suspend Account RTCustID 10073 ish Registrations Phones Emergency Remarks Payments Account Register First Last Lee Peck Relationship Father bal phone 888 847 9470 he dap Print amp Cancel fa Save 124 Remarks Tab This tab stores Notes and Special Considerations for a person Any notes that you would like to record about a person can be recorded on this tab The notes field is reported on the Class Roster Remarks repo
113. receipts sent from the program s registration If you leave this field blank or more than one program is represented the site wide Reply To email address is used You can choose a Question Profile to attach to a Program When a user registers for a class under this Program the software remembers the last values as defaults for the next registration You can add an Invoice Logo so different logos will show on an invoice per program The logo defaults to the site wide logo if no logo is stored at the Program level or if more than one program is represented Check whether or not you want to display the Federal Tax ID on reports Notice in the below example how the text you entered in the Description field appears on the web store when the user hovers the mouse over the After the Bell program name A window with the description is displayed Program 746 Name After the Bell Reply To melissa vallwerks com Question Profile Test 123 waj Invoice Logo http blogs images forbes com ericsavitz files 2011 05 apple k Recommended logo size 300x180 Y Display Federal Tax ID Description After the Bell is the district s after school program is available for students Kindergarten 6th grade on all elementary campuses This program provides students a safe well supervise environment reinforcing academic skills and incorporati activities including games art projects and homework under the direction of cert
114. ricans with Disabilities Act and civil rights laws Agree El CONTINUE gt Answers to the questions will be listed in the automatic email notification Attaching a question profile is not required For more information on Questions and Question Profiles please see the Questions portion of this document Accounting Code Account Codes can be attached to the Usage Request page from the Accounting Code drop down menu The Account Code would first need to be created from the Setup Menu gt Account Code page of RegWerks All codes created there will populate this drop down for easy selection Selecting an Account Code is not required unless a processing fee is collected for Usage Requests For more information on Account Codes please see the Account Codes portion of this document 32 Confirmation Email Address An automatic email notification is sent each time a Usage Request is submitted The email address entered in the Confirmation Email Address field will receive the notifications If the field is left blank no email will be sent Instructions The Instructions field is used to define text that you would like to add to the top of the Usage Request page of RegWerks The text entered into this field will be displayed at the top of the page when a user clicks the Reservation Request link on the left navigation panel of the web store Options District RegWerks Demonstration Email someoneGregwerks com Federal Tax ID XXX xXXX XXXX
115. rks within the public side of the RevTrak web store aoan The examples show the Program Course and District RegWerks Demonstration Email someone regserks com Class pages for each element displayed Color Federal Tax ID options are available for background color text Web Store Usage Request Events color alternating table backgrounds and er oe E Required Fields hyperlink colors R Date of Birth A 7 a A O To select colors for each element click on the Alternate corresponding color box A drop down menu will appear containing all of the available color Column Setup Alternate 2 choices Click the desired color to select it Home Page Mess ate f an Dat click the Save button to save your changes lt center gt The tex A Y Days appear on your Y use html for forn Y Time To demonstrate how each color setting lt h2 style color red gt Change the color or a ee oa ane corresponds with the elements displayed on are mini the Program Course and Class listing pages i Y Price Recommended logo size 300x180 E the settings have been changed to the colors X Cancel fa Save shown in the below image We do not however recommend using the example colors These colors were selected only to easily differentiate the areas of the screens that they control 22 23 Web St i ok rove ae View the detailed results in the next Background i Taru E diagrams titled Program Listing Course Listin
116. rrent routine Launch your fitness program at a convenient m Number Date Day s Time Topic s December 12 1 11 12 31 13 Su Mo Tu We Th Fr Sa 5 00a 9 00p Athletics November 11 1 11 11 30 14 Su Mo Tu We Th Fr Sa 5 00a 9 00p Fitness October 10 1 11 10 31 14 Su Mo Tu We Th Fr Sa 5 00a 9 00p September 9 1 11 9 30 13 Su Mo Tu We Th Fr Sa 5 00a 9 00p User The User window allows you to create users and manage user permissions Double click on an existing user to edit the user permissions or click the Add button to create a new user You need to select if this will be a User ora Group If it is a user enter First Last name Email address Username and Password If it is a group enter the group name By default every new user has full permission to everything within the software There are options to limit user s access to Tables Categories Reports and Buildings by un checking the corresponding check boxes You also have the ability to prevent users from giving Credit Card Refunds or accessing the web site Options page In addition you can make the user Active or Inactive You can also take advantage of the All or None buttons to add or remove all check boxes if you would like to start with a clean slate Tables Tables refer to the menu items that appear on the Main and Setup menus To remove a user s rights to View Add Edit or Delete items within your system uncheck the corresponding check boxes User NEW
117. rt The Special Considerations is a Standardized Question that can be activated at the Course level under the Questions tab Person 32984 10073 Pre First MI Last Suffix Email Address City State Zip Birthdate Age Grade Registrations Notes This student hag permission to walk home i i Print 125 Melissa will mwill regwerks com 123 Cherry Street Mytown MN 55232 00 00 00 F 5th Male _ Female Suspend Account RT Cust 1D Emergency Remarks Payments Account Register Special Considerations None Cancel i bey Save Payments Tab The payments tab lists all payments that have been made on history Person 32984 10073 registrations for the person Pre First MI Last Suffix Melissa will Email mwilli regwerks com Address 123 Cherry Street City State Zip Mytown MN 55232 Birthdate Age Grade 00 00 00 H OO 5th Male _ Female _ Suspend Account RT Cust ID 10073 Registrations Phones Emergency Remarks Payments Account Register Date Method Reference Amount yA 2012 08 23 Credit Card 10073113 110 00 2012 07 19 Credit Card 10073111 110 00 2012 06 28 Check 32633 15 00 2012 06 13 Check 4586 40 00 f 2012 06 05 Check 12345 15 00 2012 05 29 Credit Card 10073094 365 00 v 4 f ip Print Cancel fal Save This is the payment Account Register Tab The account register is
118. s a registration s detail you can either go to the Class and click on the Registrations tab and then double click on the person listed in the table or go to the Person and double click on the Registration listed in the table If the person is registered for a standard pricing class you will see a Registration window like the one on the left If the person is registered for a contract price class a window like the one on the right will open which shows the type of contract and days the person is registered for the class Registration 810126 Name sE Enrolled v fid Class Pricing Registration 2544693 Invoice History Questions Name Payment Class Registered Pricing Current Contract Price Additional Student Adjust LJ Total Payment Invoice History Questions Contract History Notes amp Emails veld Payments Registered Balance o Date Method Amount Price 2013 11 06 Credit Card 140 00 Adjust Card Type Last 4 Digits Total Exp Date ig Adjustments Paid Date Reason 07 Print 69 Balance 2013 11 06 Registration Fe Update Credit Card On File 2013 11 06 5 Days a Weel Card Type Last 4 Digits Transferring Bg aes Registrations S Registrations can be transferred between same account members To switch a registration between account members click the Button with the blue crossing arrows This br
119. s authorization Invoice History Tab The Invoice History tab stores the data that is sent and received from RevTrak at the time of registration It also stores the list of invoice created for a registration on a Contract Pricing Class You can double click on the invoice to view or print the specific invoice You can resend the invoice by clicking on the ReSend button 2 Registration 1913080 9 Child Care SACC2 Don t Use 2012 08 24 Contract 1 1 l i Name Barlett Elizabeth Enrolled v 1 Class 12SACC ERE 2012 2013 SACC sl i Pricing Contract Current Contract 3 Days After School 3 Days Before School 38 o 13 v Additional Student 5 13 s te Payment Invoice History Questions Contract History Notes amp Emails 2 p Invoices Resend 14 02 Sent To RevTrak 20120717084631 a eames NR a Cart Item ID 0 2012 07 19 1779 1913080 60 00 lad is Thalia O22012 10 20 30 AM 2012 07 19 1825 1913080 180 00 7 o OOB 22591913080 310 00 Order ID MIOLANS 2012 09 13 2621 1913080 0 00 A M 2012 09 13 2625 1913080 20 00 i i 2012 09 14 2632 1913080 20 00 E 2012 09 14 2657 1913080 40 00 s 1 2012 09 18 2777 1913080 0 00 la 12 13 1 LA 1 qu Print 64 L le Bs X Cancel ql Save 133 14 114 Questions Tab The answers to all of the questions asked at the time of registration are located under the questions tab The sub tab of Questions is a
120. s link The view will change to include ALL of the classes that use Fitness as a topic regardless of what Category each falls under Activities amp Classes Matching Your Criteria Adult Health and Fitness If you are new to exercise or have been away for awhile join us for a fun easier paced workout to help you gently rediscover health and vitality Class format is designed to impr Number Date Day s Time Topic s A2 3684 1 12 13 1 26 13 Sa 9 30a 11 00a Fitness Health and Wellness Aerobics Think of aerobic activity as being long in duration yet low in intensity Aerobic activities include walking biking jogging swimming aerobic classes and cross country skiing Number Date Day s Time Topic s E1 3652 5 2 13 12 12 13 Th 3 00p 7 00p Fitness Aquatics Yoga This class allows you to experience Yoga in a new way Are you scared that you re going to have to strech till you burst This class allows you to go at your own pace We will focu Number Date Day s Time Topic s 13 100 11 14 11 5 18 12 Mo We Fr 10 00a 11 00a Fitness Health and Wellness Cheerleading Camp Be all you can be at cheerleading camp Both beginners and advanced cheerleaders will be challenged Number Date Day s Time Topic s W110C2 2 5 13 2 28 13 Tu Th 4 30p 6 30p Athletics Fitness Monthly Membership As a Cresco Fitness member you are entitled to a host of benefits Get started on the right track or shake up your cu
121. select a manager from the drop down menu A manager is the person managing the class For example you may have a pool manager that manages all the swimming Courses In the web store when a customer requests more information the email will be sent to the manager Select a Category from the drop down menu Type the default meetings count This is primarily for web display purposes It does not tie down the actual number of meetings for each Class Topics are a way to cross reference Courses in the web store Each Course can have two topics 12 Type the default Go Limit A Go Limit is the amount of students that it would require to proceed with the class The system is not limited by the Go Limit that is set for a class It is purely for information purposes Reg Limit is the maximum amount of students a class can have registered through the web store Price is the default price for each class Go Limit Reg Limit and Price becomes the default for each class offered You will have the ability to override this on each individual class Comments This area is allowed for internal comments These comments will not be displayed anywhere in the web store 73 Arrangements Tab Under the Arrangements Tab you can add specific instructions for each course You will then be able to be print them on the facility setup reports Course 5093 Title Adult Health and Fitness Program Community Education v General Arrangements
122. ssword protect a class For a customer to register for the class they will need to provide the password for any classes that are created under the course Brochure Info This field allows you to enter a description of the course The brochure information will be displaying on the Course list page in the web store as well as the class detail page On the Course list page the character will be cut off after 180 characters All of the Brochure Information will be displayed on the Class Detail page 19 e009 Demo Web Store Registration w 4 yourschoolhere revtrak net tek9 asp pg Registration E GU Google Q tr B i Your School Here Welcome to the Web Store Browse Band Tickets Aerobics Child Care i i ll Event Actions Designate Your Donation Group Fall Winter Spring 09 10 pa Donations Date 5 2 2013 12 12 2013 Map This Event Field Trip Days Thur Request Information Food Service Time 3 00 PM 7 00 PM Remind Me Spirit Wear ee z i Studeni Feer A Balandss RENO Pineview Middle School A Tell A Friend Transportation Room East Gyn Subscribe To Calendar Yearbooks Instructor Thomas Winslow Price 85 00 E P r Your Family s Fees IC 3 Register for this Class Calendar Events CLICK HERE to Register for this Class Calendar Usage Request e Info Reg Form Activities Think of aerobic activity as being long in duration yet low in intensity Aerobic activities include walking biking jogging swimming aerobic Reg For
123. t Cancel a Save Ss Ss ee The notes tab allows you to create any notes that you would need for the reservation The room setup tab allows you to create any special instructions for how the room should be setup for the reservation The special instructions tab allows you create special instructions 98 Usage Requests A link can be added to the RevTrak web store that will allow the public to request use of a space within your facility Any building or space that is set up in RegWerks can be setup to allow the public to request usage Web Store a e 4 https yourschoolhere revtrak net tek9 asp i E Google Q a Browse Band Tickets Child Care Designate Your Donation Donations Field Trip Food Service Spirit Wear Student Fees amp Balances Transportation Yearbooks Your Family s Fees IC Calendar Events Calendar Usage Request Reg Form Activities Reg Form Dance Reg Form Field Trip Registration Community Ed Shopping Cart Links amp Account Edits Web Store Home Contact Us My RevTrak Account Password Reminder Policies Mais amam AA Your School Here Welcome to the Web Store ATTENTION This Web Store is for demonstration purposes only and is not live Payments made on this Web Store will not process Food Service Classes From the RevTrak web store links to the Usage Request form are usually placed on the left navigation panel When the link is cli
124. t b gt I have read and fully understand and agree to the above Partic Label Only 35 Please check the box to agree Checkbox Y Preview 7 Cancel aj Save Question Preview The button in the lower left hand corner of the question profile window and also in the questions tab of the course window allows you to preview the questions while you are creating them to adjust the appearance and proof them 71 Course Course is the broad category for each class A class is each offering of a specific course Example Course Preschool Guppies 1 Class Monday nights at 7 00pm Class Monday nights at 8 00pm To add a course click on the add button in the upper left corner This will bring up a Course window Required fields are indicated by a Add a Title for the Course Select a Program from the drop down menu Select the Inactive check box for any courses that are inactive By doing so you can filter out your inactive courses from the Course entry screen Course 5093 Title Adult Health and Fitness _ inactive Program Community Education vj General Arrangements Web Classes Questions Expenses amp Email Account Code 003 Y Manager Miller Troy Y Category _ Enrichment Y Meetings AS Topic _ Health and Wellness yy rez Fitness das Go Limit 12 Reg Limit 24 Price 90 00 Comments A riot 40 Ada Some 96 Cancel ka Save General Tab Under the General Tab you will need to
125. t guardian s email address Credit Card Payment Type If they are making a full credit card payment select the Credit Card radio button and then click the submit button You will then go to the check out screen The screen will auto fill the fields with the parent guardian information that you have already entered into the system If the student is not using the parent guardian s credit card you can overwrite the auto fill information with the accurate billing information for the credit card holder Once the correct billing information is entered click Continue in the lower right hand corner 136 Look Up Field In each of the tables in the database you can use the Look Up field to search for various items in the list below Using the drop down menu you can select the field that you would like to search in Enter the value that you would like to search for in the open field and click on the binoculars icon 137 Main Setup Person 453 Add yj Delete om E Person Last Name v si gt Main Name Age Gender Address City State Zip Person Email Able Jennifer 0 1117 Timbers Pass Mundelein IL 60060 m Schedule Person First Name Ackermann Brit ro eirndar Enter Value to search for o 5845 Maple Drive Chaska MN 56432 Reservation Person aii Ackermann2 Br Person Age 0 123 Aspen Waconia MN 55387 EJ Usage Requests Ackermann4 Brian 0 123 Oak Street waconia MN 55387 ll Building Agedew Hiruth 0 13402 Whaley Court Hern
126. t the 2 00 Additional Child Deduction deducted from the 10 00 Price gt Monthly Rate and therefore be charged 8 00 for their rate AM amp PM Deduction gt Monthly Rate This is the price to add to or deduct from the charges if the student is registered for an AM and PM segment on this contract So if the student qualifies for the AM amp PM Deduction they would get the 2 00 AM amp PM Deduction deducted from the 10 00 Price gt Monthly Rate and therefore be charged 8 00 for their rate AM amp PM Deduction gt Additional Child Deduction This is the price to add to or deduct from the charges if the student is registered for an AM and PM segment on this contract AND the student is not the first person in the family to register for a class using this contract So if the student qualifies for both AM amp PM Deduction and is an Additional Child they would get the 4 00 deducted from the 10 00 Price gt Monthly Rate and therefore be charged 6 00 for their rate Late Payment Fee gt Monthly Rate The Late Payment Fee gt Monthly Rate amount is the amount charged against a registration when an invoice is not paid before the Invoice Due date This late fee is applied 45 automatically when a balance due exists on an invoice and the Invoice Due date has passed The Invoice Due date is set during the invoicing process Late Payment Fee gt Additional Child Deduction The Late Payment Fee gt Additional Child Deducti
127. te from the drop down menu If the rate is remaining the same drop down to the segments and choose a new segment Registrations can only have one AM PM and Other selected at a time Once a segment is chosen the attendance schedule can be assigned If you only need to change the attendance schedule leave the rate and segments as is and select the new attendance schedule If a Contract Change Fee is assigned to the contract you will have the chance to waive the fee To waive the change fee check the checkbox by Waive Change Fee Enter a Date Enter the date that you would like to make this contract change effective Date Hs Cancel of OK Once you hit the Save button on the contract change screen you will be prompted to enter a change effective date for the contract change to take effect If the date is in the future the contract will not change until the future date This allows you to charge for a partial month under each contract segment 108 Registration 1913080 Name Enrolled Class Pricing Current Contract gt Y Additional Student Payment Invoice History Questions Contract History Notes amp Emails Additional Student A registration can be marked as an additional student to allow for discount pricing on Contract Pricing classes At the time of registration the system will assign the Additional Student status to any child that is registered after the first registration for a
128. ternal comments These comments will not be displayed anywhere in the web store 84 Instructor amp Expenses Tab The Instructor tab assigns the instructor for the specific class Class 17319 Class Number Some Test Status Active Program Enrolled Course Waitlist Conf Email General Instructor amp Expenses Schedule Arrangements Registration Waitlist Receipt Instructor Berman Berman Contract Sent 07 01 2011 EH Email Contract Accepted 07 24 2011 ffs Address 2 Flat Rate 0 00 _ of Revenue City State Zip _ Per Class Hour _ Per Enrolled Student Expenses Description Type Qty Cost Each a O 0 00 LO Workbook Per Student 1 7 50 HK Cancel J fa Save Instructor Select the Instructor from the drop down menu All of the instructor s information will fill in with the information put into the software for that instructor Contract Sent allows you to track the date that the instructor contract was sent to the instructor for approval Contract Accepted allows you to track the date that the instructor contract is returned Flat Rate of Revenue Per Class Hour Per Enrolled Student are the choices to track the amount the instructor will be paid It is used in the profitability reporting for the class Expenses allow you to track all of the expenses that are associated with this specific class To add an expense click on the plus sign
129. ters the RegistrationWerks software Adult programs will not be visible from the Category page as shown below Any Courses or Classes attached to this category will also not be visible User Type e User First Last John Email jdoe email com Username jdoe Password ee v Active Phone Y Access Credit Card Refunds Y Access Site Options Tables Categories Reports Buildings All None Show Category Y Adult Community Education 55 and Older Adult Community Education Comminuty Events Adult Community Education Hobbies and Interests Adult Community Education Online Courses NEW Adult Community Education Parent Education Cancel yl ll Save Re po rts User 1366 There are over 100 reports available within ia ds m the RegistrationWerks software The Report Email johndoe email com tab allows you to grant or deny a user s access to view and print individual reports A a You may want instructors to have access to Password TTTESENSYS nf Active rosters and attendance sheets but none of the V Access Credit Card Refunds W Access Site Options financial reports Uncheck the checkboxes to Tables Categories Reports Buildings the corresponding reports to deny access to A oia the report The unchecked reports will simply ee EEE not be displayed for that user E i _ Attendance Report Contract In the example we have given John access a E to only the Attendance an
130. tion for more information on how to cancel a registration Reference This is the reference number that is assigned to the payment for the registrations The RT Order ld is the RevTrak Order Id number from the web store transaction There will only be a RT Order ID if the registration was made with a credit card Method refers to the method of payment and the paid is the amount paid which could be different based on price based questions 90 Paid is the amount paid for the registration Balance is the amount due on a registration Email is the registration email This allows you to create an email that will be sent to each customer after they have registered for a class under the course The email can be used to send out a supply list a thank you for registering note or any other specific information you would like to send to the registrant If there were a Registration Email created under the course it will carry down to the class Waitlist Tab To setup a class to allow wait list registrations simply click the Allow Waitlist Registrations on the General tab of a class Class 38936 Class Number 2012 Cheerleading Program Course General Instructor amp Expenses Account Code Sports Manager Jameson Cory Publish Date 01 27 2012 fs Remove Date 10 31 2013 Reg Begins 01 27 2012 Reg Ends 01 31 2014 Price 90 00 Go Limit 5 Comments Print Schedule Arrangements
131. tration Dance Ticket eForm Your Family s Fees IC Shopping Cart The text entered into this text box will appear on your Web Store Program Listing You can use html for formatting as shown here Change the color or size of your text You can also create a link as shown here Click here to visit Google Please see the links below for activities and classes Alumni Membership Recreation 1 Athletics Elementary School Athletics 1 High School Athletics 3 Middle School Athletics 1 Community Education Adult Enrichment 6 Get Colors Options District Mel s Testing Site Email mvaill reqwerks com Federal Tax ID 1234 587694 wv Enable Parent Portal _ Show Attendance on Tax Statements Web St Usage Request Events Background ees m Column Setup Y Class Number Text Color Link Hover ER wv Date Link Visited Alternate H Days Alternate 2 RT Get Colors Y Time Y Instructor Home Page Message Topic lt center gt The text entered here will appear on your Web Store Program Listing You can use HTML for Y Price formatting as shovm here lt h2 style color red gt Change the color or lt h2 gt lt h1 style color green gt size of your text lt h1 gt lt p gt Invoice Logo https secure revtrak net regwerks imc Recommended logo size 300x180 Cancel kcal Save The Get Colors area on the Options menu allows you to select different colors that will be used for RegWe
132. ts associated To Suspend the Account check the checkbox next to Suspend Account Person 1303592 12767 Pre First MI Last Suffix Monica Will Email mwill noemail com Address 555 Main Street City State Zip Anytown MN 55372 Birthdate Age Grade 00 00 00 E J Male _ Female W Suspend Account RT Cust ID Registrations Phones Emergency Remarks Payments Account Register j Registrations For Will Monica v Date Title Location Status Reference 2013 01 15 MBP 1 Mountain Bike Polo Apple Valley High Schc Enrolled Transfer from 2 2013 01 14 wrela Wrestling 8th amp Sth Grade Crestwood Middle Schi Enrolled 85693439 2012 12 18 E1 3652 Aerobics Pineview Middle Schoo Enrolled 698894 2012 11 20 socland2a Soccer 1st amp 2nd Grade Highland Elementary F Enrolled 12767002 2019 11 17 2017 Cf Advanced Cheerleadinna Car Inhn Henry Hinh Gch Fneniled LAGARTO de Print Cancel ey Save When the customer logs into the web store they will see the following message They will not be able to proceed with new registrations or payments until they have contacted the office to have the Suspension removed 122 Your School Here Welcome to the Web Store Browse Band Tickets Child biaa The account for Monica Will is currently suspended Please contact us for further information Designate Your Donation Donations Student Fees amp Balances Transportation Yearbooks Your Family s Fees IC Calendar Ev
133. ubject to availability Click the lt b gt ADD DATE lt b gt button to request specific dates times and spaces Your can submit multiple requests We will contact you with confirmation when your Basic html formatting tags can be included to accent the text in different ways lf reservations are not being used on the public side of the web store you may leave both fields blank Add the text if any and click the Save button to save your changes The examples are shown on the Usage Request Diagram highlighted in yellow Usage Request Diagram If you are interested in reserving space please complete the Facility Use Request Form below or call us for more information at 555 123 4567 Please note that there is a 3 00 processing fee for submitting a usage request Required field Contact Info Group Use Purpose First Last Email Address City State MN Zip NOTE One of the following phone numbers is required to proceed Home Phone Work Phone Cell Phone Billing Info First Last Email Address City State Zip Home Phone Work Phone Cell Phone Rental of the facility is subject to availability Click the ADD DATE button to request specific dates times and spaces You can submit multiple requests We will contact you with confirmation when your request is apporved ADD DATE 34 Events Tab Instructions The Instructions field on the Events tab is used to define text
134. uilt on the middle grades standards this is a more ambitious version of Algebra 1 than has generally been offered The critical areas called units deepen and extend understanding of a linear and exponential relationship by comrasting them with each other and by applying linear models to data that exhibits a linear trend and students engage in methods for analyzing solving and using quadratic functions Upon successful completion of Algebra 1 students will enrol in Geometry for their freshman year After you have clicked the CLICK HERE to register link you will be taken to a screen that allows you to look up an account in the system or create a new account 131 Last First New Account No Results Found Type in the last name of the parent to look up an existing account Click on the binoculars to search for the account after you enter the last name If an account does not exist you will need to set them up as a new account Click on the New Account button to set up an account for the family Accounts are created and looked up based on the parent guardian s name They are family accounts Therefore you will need to perform an account look up by the parent guardian s last name Once you are in the family account you will then create sub accounts for the students If a family account does not exist click on the New Account button in the upper right hand corner of the screen You will need to fill in the
135. unt Balance Card Type Last 4 Digits Exp Date di Print j DA 3 cancel fal Save j PAn mn An TE a m eT M m Ea T pa ae ATERAT AFRA A The Payments table lists all payments refunds for the registration You can record additional payment information by clicking the green plus button This allows you to enter the details for the additional payments or refunds Payment NEW Payment Type Select One v Payment Date 01 27 2013 Reference Amount 0 Note X Cancel la Save 112 The Adjustments table allows you to enter adjustments to the price of the class These can be positive or negative adjustments If the class is a standard pricing class the adjustment is made and the price of the class reflects the adjustment If the class is a contract pricing class you have the options of showing the adjustment on the next invoice calculated To show the adjustment on the invoice check the Show On Invoice checkbox Standard Pricing Contract Pricing Adjustment Adjustment Adjustment Date 01 27 2013 ii Adjustment Date 01 27 2013 i __ Show On Invoice Reason Reason X Cancel Jl a Save XK Cancel a Save On a contract pricing class you can also Update Credit Card on File This allows you to make additional payments on the registration using the credit card listed We never actually store the full credit card information we store a token that allows us to reuse the credit c
136. vant to the registration including answers to any questions that have been attached to the class If you would like the confirmation email to go to more than one person enter multiple email addresses using a comma as a separator The Description field can be used to add a more detailed explanation of what the category includes Text entered in this field will be displayed on the class listing of the web store beneath the Category name 13 Enrichment Our Enrichment Program offers challenging and enriching courses for academically talented students in PreK through grade 9 Our research drven courses outstanding instruction and the camaraderie of learning with like manded peers make thes the place to be Adult Health and Fitness If you are new to exercise or have been away for awhile jom us for a fun easier paced workout to help you gently rediscover health and vitality Class format is designed to impr Number Date Day s Time Topic s A2 3684 1 12 13 1 26 13 Sa 9 30a 11 00a Fitness Health and Wellness Aerobics Think of aerobic activity as being long in duration yet low in intensity Aerobic activities include walking biking jogging swimming aerobic classes and cross country sking Number Date Day s Time Topic s E1 3652 5 2 13 12 12 13 Th 3 00p 7 00p Fitness Get Out of Debt Adults You can pay off your consumer debt credit cards car payments and other expenses in 1 3 years and your 30 year mortgage im
137. wers click on the Add button Once a line has been added click into the line and add the various answers You can also change the price of the class based on which item is selected The price can be affected in either a positive or negative way by entering a positive or negative number You can also attach a Question Profile which will allow you to ask additional questions based on how the radio button question is answered This is called question based questioning Heading Question Field Label Field Type Heading sl Order 0 X Cancel Save Question Field Label Field Type Line v Order 0 X Cancel Save Question Field Label Please read this form carefully and be aware that by registering for and participating in this program or by registering your minor child ward for participation in this program you will be waiving your rights and or the rights of your child ward to all claims for injuries you and your minor child ward might sustain arising out of this program and you will be required to indemnify hold harmless and defend YourSchoolHere for any claims arising out of participation in said program s Field Type Order 69 Label Only v 5 amp Cancel z Save A Heading allows a heading for a group of questions to be created An example would be that you have 5 questions and 3 are related to family information and 2 are related to class needs You could create a header to
138. y Standard Pricing If standard pricing is selected there are two options the Price and the New Price The New Price option is the new price that takes effect on the Price Change date The Price Change feature allows 83 you to change the price of a class at a set date This would be a price increase on the specific date Enter the New Price for the class and not the increased amount Golimit 1 Reg Umit 19 Contract Pricing If Contract pricing is chosen you will be presented with a drop down menu where you select the Contract that you would like to use for the pricing structure of the class You will then have the option to invoice the class on an ongoing basis we yw eros Ad vw oot ha MAD Fh ime de e INS rw Contract Go Limit Reg Limit 150 Show on Web This box has to be checked for the class to show up on the public web store If you need to remove the class quickly you can just uncheck the box and click save The class will be immediately removed from the web store Allow Waitlist Registration To setup a class to allow wait list registrations simply click the Allow Waitlist Registrations on your class setup screen Show On Year End Statement This checkbox should be selected if the class can be used by your parents for tax reporting purposes Any payments applied against classes with this checkbox set will be reported on the Tax Statement reports Comments This area is allowed for in
139. you will then need to double click in the description field to start entering your expense information Select from the dropdown menu either Fixed or Per Student Assign the quantity to the expense as well as the cost of the expense You can have unlimited expenses for each of the classes If there were expenses listed under the course they will carry down to the class expenses as well 85 Schedule Tab In this tab you can choose to use a facility reservation or to create the schedule information within in the schedule tab Class 10444 Class Number A2 3684 Status Active v Program Enrolled Course Waitlist General Instructor amp Expenses Schedule Arrangements Registration Waitlist Use Facility Reservation e Yes _ No e a Reservation Group A2 3684 Adult Health And Fitness v Date Start End Space 2013 01 12 9 30 AM 11 00 AM Jonn Henry High School North Gym 2013 01 19 9 30 AM 11 00 AM Jonn Henry High School North Gym 2013 01 26 9 30 AM 11 00 AM Jonn Henry High School North Gym Schedule Description Print Cancel IN ka Save Use Facility Reservation By selecting Yes you are choosing to use the reservation you have created in the facility scheduling Reservation Group From the reservation group drop down menu you choose the reservation that coincides with the class offered The dates will automatically fill into the table and you can double check your reservation Schedule

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