The, article, "Create a New Class for an Existing Course," is available for download below.
For assistance, contact RegWerks Support at 888-847-9470 or Support@RegWerks.ZenDesk.com.
Follow these instructions to “copy” the information from last year’s courses into this year’s new classes. Most fields from the previous year will autofill except Publish/Remove Dates and Schedule, which must be updated for the new year’s sessions.
1. Log in to RegWerks.
2. Navigate to the Main menu and select Course.
3. Double click into the Course.
4. Select Add Class in the bottom left corner.
5. Click OK when asked “Are you sure you would like to create a new class?” The Class window will appear.
6. Complete the following fields:
**Review last year’s Classes to confirm prior set-up and organization of classes.
- Class Number: Each Class Number must be unique and cannot be reused.
- Conf. Email: Admin or staff email address which receives automatic email confirmations of registrations.
- Publish Date/Remove Date: Defines when the Class displays publicly on your organization’s website.
- Reg. Begins/Ends: Defines the open registration period for families.
- As the Class is created, consider whether to Allow Waitlist Registrations.
- Show on Year End Statement: Childcare classes will select this option for reporting purposes.
- Review all other fields for accuracy (Price, Reg. Limit, etc.).
7. For Classes that do not require a Facility Reservation, do not change “Use Facility Reservation” or “Group” fields. Navigate to the Schedule tab:
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- Select the days of the week for this new Class’ schedule.
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- Click the green plus button on the left side of the Schedule tab, and a NEW Event window will open.
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- Select the class location from Building dropdown and/or fill in the Location (Optional).
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- Define the Class schedule by choosing Start Dates and Start Times. Save.
8. Classes which require a facility reservation to reserve space over an extended timeline will add both a Facility Reservation and Reservation Group. See RegWerks article, “Create a New Reservation” to first create a Reservation for this Class.
- Once the Reservation has been created, add this new reservation to this Class by selecting it from drop-down options in Reservation Group. The schedule for the Class will autofill based on the parameters of the Reservation.
9. In the Schedule tab, add a brief text description of important class information in Schedule Description. Information in the Schedule Description automatically prints on customers’ receipts upon completing registration in the Web Store.
10. Lastly, Save out of the Class, and Save again out of the Course. Repeat steps 1-8 as needed.
Validation
Run the following two reports to confirm accuracy:
1. Go to Class under the Main menu.
2. Select Reports in the top left corner of the Menu.
3. When the Report window appears, choose Active Classes – Brochure and click OK. If an error message appears regarding the file and format extension of the report, select Yes.
4. After reviewing this first report, follow steps 1&2 again. Select Reports again, then choose Publish Schedule report. Select OK.