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Manage registrations

Manage registrations
Do you need to manage registrations for courses, training or workshops?

We have found a simple and effective way that saves you a lot of time!

The Collabox team has set up an extension of its software to manage registrations for events with its invoicing.

It is in the form of a web page that you can add to your site.

Manage registrations with Collabox

By Manage registrations, Tips and tricks

Do you offer courses, training or workshops? We have found a simple and effective way that saves you a lot of time! The Collabox team has set up an extension of its software to manage registrations for events with its invoicing. Taking the form of a web page that you can add to your site. The beauty of this page is that it allows you to collect the registration information of the participants in your training as well as its payment information. The first part of the file (Name, address, city, postal code and email) is used to create the customer file. Collabox is responsible for automatically creating an invoice by multiplying the price of the training according to the number of registrations. The total will be compiled and the payment information will be linked to the invoice. So you have invoices ready to be sent with a list of all the people registered, isn’t that wonderful?

The magic of it all? The form is still valid and usable!

Screen Shot 2016-04-28 at 10.34.01Indeed, the small drop-down menu containing the dates of the conferences is directly linked to your Collabox. These events correspond to projects that you have created. For the project to be displayed correctly in the menu, however, it must be given a precise designation, “Registration” in the project update page.

Screen Shot 2016-04-28 at 10.41.05
Thus, the menu is automatically updated when a new project is added in this category. No modification to the form required!

As for the total number of registrations, we have thought of everything. Each new entry is added as a sub-project of the main project. Thus, by displaying the tree structure of the project, we can see the number of registrants.

Thanks to Julie Tremblay from Enipso for allowing us to use her example for this presentation.

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