PCO Registrations App

General Information:

• Registrations is used to collect sign up information primarily for scheduled events that have attendees.
• It has other case uses that can be beneficial for planning how many people are coming to an event, registering for ticketed or non-ticketed event that requires payment or no payment. (If you are taking payment, please be sure to downshift with Finance in order to be sure they are aware the credits will be coming through).
• Like other PCO apps, Registrations will impact the data that is in the database so being mindful to create the forms correctly is vitally important.
• Under the Configuration>Settings>Registrant options, please set the following settings:
  • Registration Contact information to Collect: Name, Email
  • Allow people to add household members during registration- Only if they don't have a household yet.
  • Uncheck and leave unchecked "Allow people to register others outside their household." This should never be checked.
• Under Configuration, Selection Types:
  • Any created registration must include the following as a REQUIRED field: Name, Email (these are automatic), Phone, Gender, Birthdate.
  • If a children's registration is created, please include REQUIRED Emergency Contact and Medical Notes as optional.

Access

• Access to PCO is based on need, experience, role & understanding.
• Staff is empowered to empower trained serve team in spaces.
• PERMISSIONS | Recommendations
  • If you have a person helping you steward a specific event, you can give them access to manage the event in the actual registration.
  • For anyone that needs to create new Registrations, they will need Admin rights. Otherwise, the do not need

Tutorials