Enrolling a Contact in an Event
The Event window lets you enroll a contact into a scheduled event. When you query up the contact name in the Enrollee region of the window, that contact is considered the enrollee for any event you checked the Enroll check box for. You will get confirmation of the contact's enrollment status; if the event is full, the contact is wait listed.
You can view event offering information such as date, time, and enrollment numbers or status. You can also search for a specific event, or select Find All in the Query menu and view all event offerings, their dates, status, etc.
For more information on the specific event offering, drill down on the line for the event offering. The Event Summary window opens.
2. Enter the name of the contact in the Enrollee Region.
Attention: A contact must be in the database before you can enroll them in an event.
3. Enter the number being enrolled in the Number Enrolling field of the Enrollee region.
If you are enrolling more than one person under this contact's name, indicate the total number in this field.
4. Check the Enroll check box next to each event name to enroll a contact.
If the Full check box is checked, you cannot enroll a contact, but you will be given the option of placing the contact on the wait list.
5. Choose Save on the toolbar to add the enrollment of a contact in an event to the database.
If the number of people being enrolled under a contact's name is different for each event, perform the following steps:
1. Enter the number being enrolled in the first event in the Number Enrolling field.
2. From the Find Event Offerings window, enter the appropriate criteria.
4. Check the Enroll check box next to the event name to enroll the contact.
5. Choose the Apply button.
6. Change the Number Enrolling field to the number to enroll for the second event.
7. Check the Enroll check box next to the second event.
8. Choose the Apply button.
Because the check box for the first event is still checked, a message appears saying that the contact is already enrolled for this event. A second message confirms the enrollment in the second event.
Continue with this process if there are other events to enroll the contact in with different enrollment numbers.
9. Choose Save on the toolbar to add the contact to the events to the database.
1. Place the cursor in the Contact Name field and use the list of values to select a different contact.
The contact's identifying information appears in the Enrollee region. The Event Offerings information remains the same as for the last contact.
2. Check the Enroll check box to enroll the contact for the selected event(s).
3. Choose Save on the toolbar to add the additional contacts to the database.
To enroll a contact in an event: