Numbers Wizard

Last edited 4/30/2021
The Numbers Wizard is available on any Event that uses numbers - either Just Numbers or Numbers and Names. This wizard allows groups to select a number of spots, enter event specific contacts, purchase products, choose group classes or options, and select their top three campsite choices. Admins can do those things as well as enter admin notes, adjust the original registration date, and assign campsites.

User Manual Links

Managing Your Account - add members prior to registration.
Registering for Events - addresses both wizards for a Numbers and Names event type.

Begin a New Registration

For an Event that uses Numbers, this is the first step to registering. On the even paget, click REGISTER FOR EVENT and the Numbers Wizard will launch.

Edit an Existing Registration

Use the Select Client tool to go to the group's registration. Once you have the registration pulled up, scroll to the Registrations section and click Manage or Manage Spots to launch the Numbers Wizard.

Spots

Enter or adjust the number of spots of each participant type the group is bringing. Depending on how the Event locks-in pricing, you will have different options here. The group will always see the options described under "Date Paid in Full."

Lock-in based on Date Paid in Full - You will have one line per Participant Type displaying the current rate in the system. Spots entered will automatically go in at the current rate and will be locked in once paid in full.

Lock-in based on Date of Registration - Each Participant Pype will have one line at the beginning with the current rate. Once rates increase, additional lines will automatically be added at the current rate and the previously entered spots will stay at the earlier rate. An admin can add lines manually to add spots at different rates. Click here to learn more about this option.

CLICK NEXT

Options

This step appears only if there are group 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 discounts 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 discounts.

Scroll through the list or use the magnifying glass in the top right to search for classes. Click Add Option to add the class to the group's schedule. This will add the option to all eligible spots and will display added options in a list on the right.

To override quantities or fees as an administrator, add an option, then click Manage. The default quantity is "0" which applies the option to all spots, even if the number of spots changes. Override to a set number if you want to apply it to a specific number of spots. Change the fee amount if you want to increase or decrease the cost for all participants. Save changes to apply to the group.

CLICK NEXT

Products

If products are set for this event, this step will appear. Similar to Options, if all products are admin-only, this step will only appear for admins. Choose the quantity from the dropdown and click Add Product. Learn more about Products.

CLICK NEXT

Campsites

When logged in as a group account, this step allows/requires the selection of the group's top three choices of campsites. When logged in as an admin account, the admin can assign the campsite(s) to the group. If entered, the group's campsite preferences will appear in the top left corner. Campsite preferences or assignments will be displayed to the group on the Registrations card of the registration summary page.

CLICK NEXT

Confirmation

The confirmation step gives a summary of fees incurred by each section. Choose the amount to be paid at this time and click Complete to add the changes to the cart.

CLICK COMPLETE

Checkout

Checkout and place order to complete the purchase and finalize all changes, even if no payment is being made at this time. Spots in the event and in the classes are not finalized until the order is placed.

CHECKOUT IS THE FINAL STEP - Remember that nothing is finalized until you check out of the shopping cart. All registrations/classes/options will be verified upon submitting an order in the shopping cart.

This also applies if no payment is due.

 

We are always happy to assist with event registration training.