Note: Do NOT share internal payment links with customers! They are for your organization's staff only.
For new orders, find the Internal Class Registration form
Use the Internal Class Registration form for:
- Cash, check, or comped orders
- Walk-in or phone registrations taken at the front desk
- Internal ad-hoc discounts (if someone is owed a unique discount, or to apply a gift certificate balance to an initial order)
There are two methods to link to this form.
Method 1: Find the Internal Payment Link in PatronManager
Find the Ticketable Event for the class in PatronManager.
Scroll down to Event Instances and click on the name of the class.
Scroll down to Custom Fields and click on the Internal Order Link.
Register for the class.
Method 2: Modify the class payment link from your website
Look on your website to find the Register link for a class. You can turn on the internal fields by adding an Internal User Code to the end of the URL.
Go to Class Registration Settings. The link may be in your Custom Links, or go to Setup and search for Class Registration Settings.
Copy the "Form Assembly Internal User Code." This is your organization's code and will work for all classes, so you can copy/paste it somewhere easy to find later.
Paste it at the end of the registration form link like so:
Register a student using the Internal Form
Either way you get to the form, a few new fields should appear on internal forms.
In the Payment Section
Internal Payment Methods
Select a value in the Internal Payment Methods field, which overrides the public "How would you like to pay?" field.
Most of the time, use Payment Complete. If you're waiting on payment but want to save the order as a Registration with $0.00 paid, use Not Posted.
In the Student/Participant section
Use this to discount a class by a particular amount, i.e. $10 off a class.
Enter the participant's info as requested. The class should be prefilled on the form.
Enter the relevant payment information.
Click Submit and you're done!