Sections in this category

Class Registration (cobalt_classregistration)

General

  • Contact - Lookup field to an existing contact or where a new contact can be created.
  • Class - Lookup field to an existing class or where a new class can be created.
  • Registration Fee - Lookup field to an existing registration fee or where a new registration fee can be created.
  • Meeting Registration - Lookup field to an existing meeting registration or where a new meeting registration can be created.
  • Form Response - This is a lookup to a form response, if applicable.
  • Hide On Portal - A toggle to specify if this meeting should be viewable via the portal.
  • Registered By - The contact that started the registration process responsible for the creation of this record.
  • Authorized By - The CRM user who authorized this Class Registration.

Attendance & Results

  • Registration Paid - Indicator of whether the Order related to this Class Registration is Paid.
  • Attended - A toggle to specify whether or not the attendee has attended the class. 
  • Class Completion Date - The date the Class was completed. Either set to End Date of the Class, otherwise, it will be set to the Date the Attended field was set to Yes.
  • Grade - The grade earned from completing the class.

Waitlist Tab

  • Waitlisted - Toggle this field to Yes to put the contact on the waitlist.
  • Waistlist Number - If the Waitlisted field is toggled to Yes, and the max attendance is reached, this number will auto-populate with the next available number in the waitlist.

Note: To appropriately use the waitlist functionality, verify the Allow Waitlist field on the Class record is toggled to Yes.

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