Names Wizard
Last edited 4/30/2021
Naming individual participants is done in the Names Wizard, where you and your users will be guided through a step-by-step process to choose from or add to the members of the group, enter required information for the event, select their participant type, sign up for classes, and add the participant to the cart.
The Names Wizard is available for events that use Just Names and for events that use Numbers and Names. Learn more about Registration Methods here. For an event that uses both Numbers and Names, the Numbers Wizard will need to be completed at the start of registration and you will need to add enough spots for all named participants before you can add the names.
User Manual Links
Managing Your Account - add members prior to registration.
Registering for Events - addresses both wizards for a Numbers and Names event type.
Add Participant
Choose from existing members or add a new Youth or Adult. When added during registration, new members get added to the group roster for use in future registrations. See also the user manual links above. Groups can login and pre-populate their rosters prior to the opening of numbers registration.
CLICK NEXT
Enter Participant Information
Each Event Type has options to customize the information necessary for each participant. Optional fields will be labeled as such and required fields will be flagged if they are not complete when the user tries to advance.
CLICK NEXT
Select Participant Type
If you have multiple Participant Types set up for this Event Type, the user can choose from among them here. If this is a Numbers and Names event, you can choose only those participant types for which the group has purchased spots in the Numbers Wizard. If there are not enough spots, you must back out of the Names Wizard and go to the Numbers Wizard to add spots.
CLICK NEXT
Register for Classes
This step appears only if there are classes or options available to the user - if the classes or options are admin-only, this step will not appear to the end-user, only to an admin. Admin-only classes/options such as Camperships will also only appear to admins until they are added to the participant's schedule, and the group cannot modify those options. Learn more about Camperships.
Scroll through the list or use the magnifying glass in the top right to search for classes. Click Add Class (or Add Option) to add the class to the participant's schedule. Added Classes will appear as a list on the right.
To override fees as an administrator, add a class, then click Manage. Change the fee and save changes.
CLICK NEXT
Confirmation
Confirm the listed amounts, select the amount to pay at this time, and click Complete to add the changes to the cart.
CLICK COMPLETE
Continue adding named participants as needed and checkout to finalize your changes, even if no payment is due at this time.
This also applies if no payment is due. Learn More