Connection Card Pro Help & Documentation

Managing Registrations

From the menu:
Events > Find your Event under Registrations and click on it

Here you can View your list of Participants and their Payment Information, Record Payments, Record Receipt of Waivers, View Individual Registrations, Edit Registrations or Cancel Registrations, add additional Registrations.

T-Shirt sizes will be sorted by size at the bottom if T-shirt sizes are requested!

Please Note: This Registration page will only show your online registrations. You can add in Participants that sign up in person to this so that you can have everyone on one Registration page for checking in.

• Event line at the top - choose from the drop-down menu the Event you would like to view or manage, if different than the one showing.
• Display line at the top - choose from the drop-down menu how you want the list of participants to be displayed.
• Registrations – Shows list of Registrants along with number of Participants they registered.
• Participants Breakdown by Organization Name, Team, Tiers, – these filters will breakdown your registrants by the option you chose. Breaking your registrants down by Organization Name, Team, or Tiers
• Breakdown of Options will show at a glance any allergies, medical concerns, tshirt sizes and grade, etc.
• Summary of Options will be for any Custom Fields you added with checkboxes or dropdowns
• Day of Event line - Select “Off” if it is not the day of the Event and you are just managing the event by recording payment, viewing the registrations, recording waiver received, or editing or canceling the registration. If it is the day of the event select “On” so that you can check-in the participants as they arrive, along with recording any final payment, etc.
• Click on the “Apply Filters” button to see the registrations for this event you selected.

At a glance you can see who has signed up, the date they signed up, how many participants they registered, any discount and or amount paid, and any amount still due.

You can Add a participant onto an already registered guest by clicking on the “+” sign to the right of that person. Or you can add a new participant not associated with any of the previous participants by clicking on the “Add New” button in the upper right.

Record Payments, Discount or Refund

• Click on the menu bar to the right of that person and select Record Payment.
• Click on the line for Type and choose from the options (Payment, Discount, Refund).
• Record their Payment, discount or refund here.
• Check to create ledger transaction
• Save

Automatic T-Shirt Breakdown

To See a Breakdown of T-Shirt Sizes for an Event

From the menu:
Events > Chose your event under Registrations list

At the bottom of your registration list you will see an automatic breakdown of T-Shirt sizes needed - This has already been sorted for you!

Waivers
You can record that you have received their waiver by clicking on the menu bar to the right of that person and select Receive Waivers.

View Registration
You can view a person’s registration information by clicking on the menu bar to the right of that person and select View Registration.

Edit Registration
You can edit a person’s registration information by clicking on the menu bar to the right of that person and select Edit Registration.

Cancel Registration
You can cancel a person’s registration by clicking on the menu bar to the right of that person and select Cancel Registration.