There are several different types of Attendee Workflow Steps that you can add to customize the registration experience for different types of Events. Attendee Workflow Step are assigned on the Event Division level to be able to provide flexibility even within an Event.

Navigation

To add an Attendee Workflow Steps to an Event Division, follow these steps:

1. In CT6, go to Menu > Config > Registration > Events. How do I create an Event?

2. To view existing Events, use the Criteria to filter and then select Find. Select  to open an Event.

3. Select the Steps tab.

4. Select Add Step.

Configuration

Each step contains the following configuration fields. Some steps may have more options to configure settings.

• Select Step – Choose from a list of available steps.
  • New Site Only Step can be added multiple times.
• New Site Only Name – Enter a name for the Step to display on the Registration Site.
• When does this step show during registration? – Select one of the options.
  • Asked – Added as part of the steps that are shown to a customer after an Event is selected and before Checkout.
  • Skipped – Step is available to customer after Checkout.
• Who can complete? – Select the Registration Type [Child, Family, Group, Self] that is eligible to complete this step. Not all Steps allow each Registration Type.
• Who Can Access? – Select the types of customers who can access the Step.
  • Itinerary Admin – A customer who is an Admin for the Family or Group who registered the Attendee.
  • Other Authorized Individuals – A customer who is a Financial Contact for the Family or Group who registered the Attendee.
• When can this be accessed? – Set the number of days before or after to display or hide the step. Leaving both fields blank will result in the step always being visible.
• Additional Information – For certain Steps, select Attributes that will be shown.
  • New Site Only Add Attributes to any Step.

1. Once complete, select Save.
2. Select Add Step to add additional Steps to complete the workflow.

Attendee Steps

Below is a list of each Attendee Step that is available. This section displays what the steps looks like during the registration process, available Content Fields, configuration options, available Reports and Queries, and any additional articles that reference the step.

Activities

Child   Family   Group    Self  

Reserve a spot in an Activity Class either for a specific time [with scheduling] or for sometime during the Event [without scheduling].

Activities with Scheduling

Content Fields

Choose an Activity

Choose an Activity from the list to see when it is available during the Event.

Select Time Slot

Click on a specific time slot to see what classes are available and then click Add.

Activities without Scheduling

Configuration

To allocate Activities to an Event, take a look at this article:

• How do I create an Event? – Activities

An additional option is to set if Activity selection is required.

Queries

•  Activity Reservations
• Activity Scheduled Status
• Activity Schedule Status Summary
• Class Roster
• Open Classes
• Shared Activities

Articles

• How do I use the Schedule Activity Wizard?
• How do Attendees select Activities with Scheduling?

Connect with Camper

Child   Family   Group

Allow parents or guests to send One-Way Emails to Attendees during an Event. Each morning a PDF of the emails created the previous day is sent to an email address.

Registration Site

Content Fields

Configuration

Select from available Email Options.

Bunk1

If you are using Bunk1, contact your Business Analyst and they can turn on the integration for you. Once the integration is turned on, add the Connect with Camper Step to each Event that you would like it to be available for. A link will display on the Registration Details page after the registration is complete that will automatically login the customers into Bunk1 and allow them to make purchases.

Registration Site

Once the Step is added, parents are able to see the Send Emails option under Registration Details on the Registration Site.

 

Reports

• Camper Emails
• Camper Emails for Camper

Queries

• Additional Services Purchased
• Additional Services Purchased Details

Articles

• How do I configure One-Way Emails?
• What do I do if I didn’t get my One-Way Emails?

Additional Questions

Child   Family   Group    Self  

Ask custom questions during registration to gather specific information for an Attendee.

Registration Site

Content Fields

Configuration

1. In CT5, go to Configuration > Attribute Category and create one that is attached to either Registration or Attendee – Additional Information. How do I create Registration Attributes?
2. Select from the available Attribute Categories under the step.

Queries

• Attendee – Additional Questions Attribute List
• Registation Attributes
• Registration Attributes List

Articles

• Attributes Overview
• How do I show Attributes online?

Forms

Child   Family  Self  

Have a specific form that you need an Attendee to upload? Add the Attachment Form step to either have the customer download and upload a form or to upload a form directly.

Registration Site

Including a specific form to download, fill out and upload.

Allowing for upload of a form by the customer.

Configuration

Learn how to configure Attachments

• How do I configure Attachments?

1. Select from the available Attachment Forms.  Select Add to add additional forms. The Name and Description fields will be displayed during the registration process.

CT6

Uploaded forms can be viewed under Registration > Attachments.

Donate

Child   Family   Group    Self  

Offer an opportunity to donate during registration to a specific Donation Fund.

Registration Site

Content Fields

Configuration

1. In CT5, go to DonorLink > Configuration to set up a Donation Fund, Donation Campaign, and Donation Appeal.
   • How do I set up a Donation Fund?
   • How do I set up a Donation Campaign?
2. Select from the available Donation Funds and Campaigns under the step.  Appeal Comments will display based upon what is configured on the Appeal.

Reports

• Donation Fund Summary
• Donations by Date

Queries

•  Donations from Registrations
•  Incomplete Donations from Registrations
•  Posted Donations
•  Posted Donations Summary

Medical History

Child   Family   Group    Self  

Collect important medical information including medical conditions, immunization history, medications, emergency contacts, custom questions and signed legal terms. Information collected during Medical History is then available in the Health Center.

Medical Conditions

Each Medical Conditions Category will display on a seperate page during Registration.

Emergency Contacts

Content Fields

Medications

Medications added here will display during Check-In and in the Scheduled Medication section of Health Center.

Content Fields

Immunizations

Content Fields

Additional Info

Ask custom questions during the process.

Content Fields

Release

Content Fields

Configuration

1. In CT5, go to Configuration > Medical > Medical Form Configuration to create one. What is a Medical Form Configuration?
2. Select from the available Medical Form Configurations under the step.

App Settings

Go to Application Settings > Medical to update global Medical settings.

Reports

• Camper Medical Conditions
• Campers with Medical Conditions
• Medical Attributes
• Medical Form by Individual
• Medical Form With Complaint Log
• Medical Forms for Event
• Medical Forms for Itinerary
• Missing Medical Forms
• Missing Medical Forms by Itinerary

Queries

• Medication List
• Medication Schedule
•  Missing Medical Form
•  Missing Medical Forms by Itinerary
•  Missing Medical Forms Parent Emails
•  Signed Medical Form

Articles

• Medical Form Overview

Merchandise

Child  Self  

Offer the purchase of different items that will be delivered when the Attendee is at the Event.

Registration Site

Content Fields

Configuration

1. In CT6, open an inventory item and click the Dimensions tab and select the  . How do I add Inventory Items?
2. Upload photos for each item. How do I add images for Inventory Items?
3. Select Add to choose available Items.

Reports & Queries

• Pre-Orders by Attendee

Articles

• How do I configure Pre-Orders?

Reserve Items

Child   Family   Group    Self  

Allow for reservation of Resources during registration for items like equipment.

Registration Site

Content Fields

Configuration

1. In CT5, go to Configuration > Resources Category and create one. How do I create a Resource Category?
2. Next, go to Configuration > Resources and create one. How do I add a Resource?
3. Allocate Resources to the Event. How do I create an Event? – Resources

Queries

• Resource Reservations

Articles

• Resource Overview

Stay With A Friend

Child   Family   Group    Self  

Used to send request or accept a Roommate. When requesting, enter the email of the person registering and the Roommate Invitation Automated Email will be sent. This can be a great way to encourage Attendees to invite their friends and increase your number of registrations.

Registation Site

Content Fields

Configuration

Edit settings under Event Details > Settings. How do I create an Event? – Roommates

App Settings

Go to Application Settings > Roommate Requests to update global settings.

Other Applications

• Once Roommates are accepted, they will show up as a chain during Housing Assignments.

Reports

•  Roommate Request Details
• Roommate Request

Store Account

Child   Family   Group    Self  

Allows credit to be added to the Attendee’s account to be used at a store location using SalesLink.

Registration Site

Content Fields

Configuration

• Set the Default Amount, Required Amount and Overage Limit Behavior

• The above fields correspond to the Registration Site.

App Settings

Additional global settings can be updated in Application Settings.

• Go to Application Settings > Registration.

• Options correspond to fields on the Registration Site.

Other Applications

• SalesLink

Reports

• Store Card Transactions
• Store Registration Transactions

Queries

• Store Card List
• Store Card Overdrafts
• Store Cards needing manual refunds
• Store Card Transactions
• Store Registration Transactions

Terms and Conditions

Child   Family   Group    Self  

Allows electronic signature of customizable Terms and Conditions.

Registation Site

Content Fields

Configuration

1. Create terms by going in CT5 to Configuration > Registration > Legal Terms and Conditions. How do I configure Terms and Conditions?
2. Select from the available Terms and Conditions under the step.

App Settings

Go to Application Settings > General to update settings for Terms and Conditions.

Reports

• Signed Legal Forms

Queries

• Missing Legal Terms
• Signed Terms and Conditions (including text)
•  Terms and Conditions by Event
•  Terms and Conditions signed by Non-family members

Articles

• How can I tell if Terms and Conditions have been signed for everyone?

Transportation

Child   Family   Group    Self  

Allow selection of shuttle and charter options for transportation during registration.

Registration Site

Content Fields

Configuration

To learn how to configure Transportation, check out this article:

• Transportation Overview

Reports

• Chaperone Itinerary Roster
• Driver Itinerary Roster
• Itinerary Roster by Location
• Transportation Roster

Queries

• Attendee Flight Information
•  Attendee Transportation
•  Families without Transportation
•  Flight Info for Attendees
•  Transportation Waiting List

Attendee Information

Option to be available with the new Registration Site.

Family Information

Option to be available with the new Registration Site.