Class Registration with PatronMananger & FormAssembly 3.0

Creating Class Registration URLs
Base Form URLs  Find these URLs on Class Registration Settings in PatronManager, or in your FormAssembly account. They will be something like: https://www....
Thu, Aug 29, 2019 at 9:28 AM
Build a class in PatronMananger
In PatronManager, click the Event Inventory tab (not Classes!).  In the Events box, click "New Ticketable Event":  Type must be "Ticke...
Wed, Jun 17, 2020 at 11:12 AM
Internal Payments in FormAssembly - for New Orders
Note: Do NOT share internal payment links with customers! They are for your organization's staff only. For new orders, find the Internal Class Regi...
Thu, Oct 31, 2019 at 3:00 PM
Internal Payments in FormAssembly - for Existing Orders
Note: Do NOT share internal payment links with customers! They are for your organization's staff only.  For existing orders, use the Internal Balan...
Tue, May 14, 2019 at 12:11 PM
Class Refunds and Exchanges in PatronManager
Credit Card Refunds  If it's a credit card payment, the payment needs to be refunded in Stripe first, before refunding the order in PatronManager. Thi...
Tue, Nov 26, 2019 at 8:54 PM
Discounts and Scholarships in FormAssembly
Discounts  Public discount codes are hard-coded during project setup. Contact us if you need to add or update a discount code.  Discount Codes must ...
Tue, Mar 17, 2020 at 7:00 PM
Class Rosters in PatronManager
Rosters for any class Go to Class Registration Settings (should be in your Custom Links) >> Dynamic Class Roster Report URL  Rosters for a specif...
Fri, May 17, 2019 at 4:24 PM
Wait Lists for Sold Out Classes in PatronManager
Set up classes to appear on the wait list when sold out Classes will only appear on the wait list when the following conditions are met: The Class Sta...
Mon, Mar 23, 2020 at 5:34 PM
PatronManager quick links: email templates, qualifying contacts, building reports
Email Templates  Setup >> Communication Templates >> search for Classic Email Templates. Look for Class Registration. Setup >> Search &...
Fri, May 17, 2019 at 5:10 PM
Setting up your Patron dashboard for class management
Set up your dashboard tabs Click the + tab at the end of your dashboard.  Click the Customize My Tabs button to the right of the All Tabs sc...
Fri, May 17, 2019 at 12:08 PM