*Cart Information in the Database

If the shopping cart feature is enabled in the account you can review that information in registrants database records.  See Cart Setup

To access a cart registrant's record—or create a new record—click on the Database tab at the top of the page.  The Database feature must be enabled in the account to see this.

Registrant Type

• By default, the Registrant type of "Database Registrants" will appear in the drop-down at the top of the list.  A list of all primary contacts and any registrants connected to their accounts will be displayed.
• “Primary Registrants” will show only the main contacts for each record.
• "Guest Registrants" shows persons who signed up for a class without going through the cart.

Click “Edit” to access the record for any registrant.

Assigned Registrants

All registrants, other than the primary contact, are listed at the bottom of the registrant maintenance screen. Add or remove registrants from this location. (Registrants with an account can add registrants to their account when the cart feature is enabled and set up in the account supports that functionality.)

Cart List

Under Financial > Cart List access the cart list(s) on the left side of the account record. This shows payments and outstanding transactions. It is possible to enter payments administratively (by cash/check/credit card, etc.) here if a balance remains in a registrant’s shopping cart. If a cart has expired,  you can click to reopen it.

• “Active” means the registrant has yet to check out, or the credit card payment has not yet been settled.
• If the payment has been settled, the date and time of the settlement will appear.
• If the registrant has chosen to pay by cash/check, a link for entering the payment will appear.
• Payments can be entered via the cart listing screen, or within the event where payment is due.

Cart Details

Click Details on the Cart Listing page.  On the next page when you click "View" it shows the completed fields of the registration form.

"View History" shows a log of each step in the cart registration process.

You can also view a statement and/or email the statement to the registrant (cart owner).

You can also enter credit card payments internally by clicking the “Payment” link on the Cart List page and choosing “Credit Card” on the payment type screen. You’ll then be taken to a screen similar to the one below.