...
In order to obtain an Excel list of the participants in your clinic, click on the download arrow and select the report in Excel or CSV.
...
By checking the box to the right of all their names, a side panel will open to the right and you can do the following in bulk: Update presence status, Update results, Cancel attendees, Resend invoices, Resend invoices, Send a message to all and Open the profiles in the quick view.
By clicking on the line of one of the participants, a side panel will open on your right where you can see the information of the participant in the clinic. You will find the following tabs:
...
An email will be sent to you to notify you that a member is on the waiting list for your clinic. In addition, the member will be posted on the Waiting List tab of your clinic.
...
If a spot becomes available, simply click on the participant to open the right side panel, click on the Action button, and then click on Add as ParticipantAttendee.
The participant will receive an email notifying them that a spot has opened up and that they can now register for the clinic. A link will be available for the participant to complete and pay for their registration in My Account.
The participant's status will then change to Waiting for the client added to the list of participants.
...
...
If there is no space available, simply click on the participant to open the right side panel, click on the Action button and then on Cancel. The system will ask you the reason for the refusal cancellation so that the participant can be notified by email.
...
If a spot becomes available after you have declined a member, you still have the option to reset the status by clicking on the Action button and then on Reset Status. You will then have the option to add them as a participant.
Participant detail tabs
Registration of new participants
It is possible for a member who does not have an HCR profile to register by creating a new profile and selecting the MHA to which they belong. At the end of the registration process, a new HCR number will be created and they will be listed as a new member.
| Info |
|---|
Note: You can only transfer a clinic to a clinic that has registration open or private status. You will not be able to exchange a clinic if its status is draft. |
Selection of participants
By checking all participants to the right of their names, a side panel will open to the right. By clicking on the Action button you have the following possibilities:
Update presence status
Update results
Cancel participants in batch
Resend invoices to all participants
Resend invoices with receipts to all
Send a message to all
Open the profile of all members in the quick view
...