What Attendee Workflow Steps are available?

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.

Configuration

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

  1. Go to Configuration > Events and either look up an existing Event or click Actions > New Event create a new one. How do I create an Event?

CT5 - Find Event

  1. Go to Divisions and then click on an Event Division.

CT5 - Event Division

  1. Click on Settings > Attendee Sections and click Gear Icon and select Add.

CT5 - Add Attendee Workflow Step

  1. Select the type of Attendee Workflow Step as well as configure any other settings. Hover over the green-info icons to learn more about each field.

Attendee Workflow Steps

Below is a list of each Attendee Workflow 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.

Activity Selection

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

CT Reg - Activity Selection

Content Fields

Choose an Activity

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

CT Reg - Activity Selection

Select Time Slot

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

CT Reg - Activity Select

Activities without Scheduling

CT Reg - No Schedule Activities

Configuration

Activities can either be configured from either the Event or Event Division level by clicking on the Activities.

CT5 - Activities

To make Activity Scheduling optional, under the Attendee Workflow step, click on Optional.

CT5 - Optional Activities

Queries
  • Mass Email Icon Activity Reservations
  • Activity Scheduled Status
  • Activity Schedule Status Summary
  • Class Roster
  • Open Classes
  • Shared Activities
Articles

Additional Features

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

CT Reg - Additional Features

Content Fields

Configuration

To make One-Way Emails available for an Event, go to Event > Additional Services and click Gear Icon and the select Add.

CT5 - Add One-Way Emails

After adding the Additional Services, make sure to open the desired event division and add the Parent Engagement attendee workflow step

Reports
  • Camper Emails
  • Camper Emails for Camper
Queries
  • Additional Services Purchased
  • Additional Services Purchased Details
Articles

Additional Questions

Child   Family   Group    Self  

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

Registration Site

CT Reg - Additional Information

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 Attendee Workflow step.

CT 5 - Add Categories

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

Attachment 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.

CT Reg - Upload Form

Allowing for upload of a form by the customer.

CTReg - Upload Form

Configuration

Learn how to configure Attachments

  1. Select from the available Attachment Forms under the Attendee Workflow step. The Name and Description fields will be displayed during the registration process.

CT5 - Attachment Form

CT6

Uploaded forms can be viewed under Registration > Attachments.

CT6 - Attachments

Counselor Information

Child   Family   Group    Self  

Once a Staff member is assigned to the Lodging resource of the Attendee, an option to view Counselor Information will appear in Registration Detail providing a photo and contact information for the Staff member.

Note – This section is not allowed to be Asked during Registration.
Registration Site

CT Reg - Attendee Info

Content Fields

Donation

Child   Family   Group    Self  

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

Note – For Group Registration Type, the Donation step is not shown available to be Asked During Registration but is available in the Registration Details.
Registration Site

CT Reg - Donate

Content Fields

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

CT5 - Donations - Configure

Reports
  • Donation Fund Summary
  • Donations by Date
Queries
  • Mass Email Icon Donations from Registrations
  • Mass Email Icon Incomplete Donations from Registrations
  • Mass Email Icon Posted Donations
  • Mass Email Icon Posted Donations Summary

Food Service Program

Child   Family   Group    Self  

Allow for completion of a Food Service Program Form during Registration. Currently forms for Missouri and California are supported.

Initial Qualification

CT Reg - Food Service Qualification

Content Fields

Part 1

CT Reg - Food Service - Part 1

Content Fields

Part 2

CT Reg - Food Service - Part 2

Part 3

CT Reg - Food Service - Part 3

Part 4

CT Reg - Food Service - Part 4

Content Fields

Configuration

Select from the available Food Service Form under the Attendee Workflow step.

CT5 - Food Service Form

Reports
  • Contact your Business Analyst to set up a custom report.

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.

CT Reg - Allergies

Quick Tip – There are no Content Fields available for Medical Condition pages but you can add text by updating the Description under the Medical Condition Category.
Emergency Contacts

CT Reg - Emergency Contacts

Content Fields

Medications

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

CT Reg - Medications

Content Fields

Immunizations

CT Reg - Immunizations

Content Fields

Additional Info

Ask custom questions during the process.

CT Reg - Medical Additional Info

Content Fields

Release

CT Reg - 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 Attendee Workflow step.

CT5 - Select Medical Form

App Settings

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

CT5 - App Settings - Medical

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
  • Mass Email Icon Missing Medical Form
  • Mass Email Icon Missing Medical Forms by Itinerary
  • Mass Email Icon Missing Medical Forms Parent Emails
  • Mass Email Icon Signed Medical Form
Articles

Pre-Orders

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. Go to the Event Division > Pre-Orders and click on the Gear Icon and select Add.
Reports & Queries
  • Pre-Orders by Attendee
Articles

Resource Reservations

Child   Family   Group    Self  

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

Registration Site

CT Reg - Resources

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. Go to Event Division > Resource and click on Gear Icon and select Add.

CT5 - Add Resource

Queries
  • Resource Reservations
Articles

Roommate Request

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

CT6 - Request Roommate

Content Fields

Configuration

Edit settings under Event Details > Settings.

CT6 - Roommate Request Settings

App Settings

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

App Settings - Roommate Requests

Other Applications
Reports
  • Mass Email Icon 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

CT6 - Store Account

Content Fields

Configuration

Go to Event Division > Settings > Attendee Settings.

Store Account - Event Division Details

Store Account ABC

App Settings

Go to Application Settings > Registration.

Store Account - App Settings

Store Account - Donation

Other Applications
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

CT Reg - Terms

Content Fields

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

CT Reg - Terms

App Settings

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

CT5 - Legal Terms - App Settings

Reports
  • Signed Legal Forms
Queries
  • Missing Legal Terms
  • Signed Terms and Conditions (including text)
  • Mass Email Icon Terms and Conditions by Event
  • Mass Email Icon Terms and Conditions signed by Non-family members
Articles

Transportation

Child   Family   Group    Self  

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

Registration Site

CT Reg - Transportation

Content Fields

Configuration

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

Reports
  • Chaperone Itinerary Roster
  • Driver Itinerary Roster
  • Itinerary Roster by Location
  • Transportation Roster
Queries
  • Attendee Flight Information
  • Mass Email Icon Attendee Transportation
  • Mass Email Icon Families without Transportation
  • Mass Email Icon Flight Info for Attendees
  • Mass Email Icon Transportation Waiting List

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