The "Admin" button is used to process offline registrations / payments.

 

Offline Entries are transactions that you input on behalf of one of your participants (e.g. a paper based entry form). The offline entries function allows you to enter offline transactions into the same database as your online credit card payment transactions.


This feature is useful for events where not all participants register via the Internet. By using offline entries, clients can have all of their data in one, centralized database.


Offline entries can be entered with or without a real-time credit card payment.


One main difference to the online credit card page is that the Card Security Code (CSC) field is not required. This is due to the fact you will not normally have their physical credit card when you process the offline payment.


The waiver page does not appear as the offline entry process assumes you are entering data from a paper form where the participant has physically signed your waiver.


Processing Offline Entries
1. You must be logged in to the Client Portal in order to process offline entries.
2. Click the ‘Admin’ button on the "My Accounts" page to process an offline entry.



3. Choose the Registration Type (this will not appear if your set-up only has 1 of the 3 options below)

 - Individual – then continue to item 6 below.

 - Family – then continue to item 4 below.

 - Team – then continue to item 5 below.




4. Family Registration
 - Family Name is a required field. 

 - Other fields on the page are required if shown on the page.

 - Click Continue and you will arrive at the summary page.
 - In the case of a "Fixed" family, eg 2 people, click the "Edit" field next to one of the persons, then refer to item 6 below.

 - In the case of a "Variable" family, click the “New Family Member” button and then add the persons details as per item 6 below.
 - When you have completed all family members details, click “Continue” to move onto the payment page. (refer item 9 below )



5. Team Registration
 - Team Name is a required field.
 - Other fields on the page are required if shown on the page.
 - Click Continue and you will arrive at the summary page.
 - In the case of a "Fixed" team, eg 2 people, click the "Edit" field next to one of the persons, then refer to item 6 below.

 - In the case of a "Variable" team, click the “New Team Member” button and then add the persons details as per item 6 below.
 - When you have completed all team member details, click “Continue” to move onto the payment page. (refer item 9 below )



6. Enter the participant’s details on the Registrant Details page.
 - enter all details such as name, address, phone number details etc.
 - all category choices are shown to you regardless of age / gender / active status. This allows you to select any category.



7. Answer any questions (this section will not appear if your set-up does not have any additional questions)
 - the questions are all shown as non required fields to enable quick offline entry if required.


8. Select any Optional Items (or Donations) for the transaction (these sections will not appear if your set-up does not have any Donations or Optional Items).



9. Transaction Summary
 - A summary of those registered is shown.
 - You can “Add Another Registration” to go back to the start and register more people.
 - You can “Continue” to go to the next page to pay.




10. Select the payment type
Please Note - this is only shown to an "Admin" registration and is NOT shown to the public. 




11. Process the payment (the screen will vary depending on whether or not a Credit Card payment is being processed)
- For credit card payments the credit card details will appear as below.
- For Offline payments (Cash, Cheque, Complimentary)” a “Pay Now” button will appear.
- Contact details for the payment must be completed. You can Copy Details from any Participants entered or enter new information.
- You have 3 attempts to make an approved payment (credit card)



12. Confirmation Page
- This will show the result of the registration.
- Click Finish on the Confirmation page. After you click finish you will be returned to the “My Accounts” page.




Offline Payment Types
Offline payment types of ‘Cash’, ‘Cheque’, and ‘Complimentary’ are flagged as such in the Register Now database. However, clients using this feature are responsible for their own cash, cheques, and complimentary entries for which payment is separate from the Register Now system.

The payment type of ‘Credit Card’ allows Clients to process an online credit card payment as part of the offline entry. Offline ‘Credit Card’ entries do not include the Card Security Code (3 digits on the signature panel of the credit card) as many event organisers do not collect the CSC numbers as part of their paper-based entry forms. Please do NOT request the CSC number as part of your paper entry form as this is a security risk to the persons card and contravenes banking guidelines.