Registering a Learner

Learner information can be entered into the database at any time, however, the most efficient way to do this is when they register for their first class. To register a learner:

Click Offerings in the Dashboard Menu

Click the offering the learner wishes to register in to open it

Click Add Attendee on the right side of the screen to create a new registration

Important: to ensure you don't create a duplicate learner record, always start by entering the learner's name in the learner search field

If you see the learner's name in the list, select it to auto-fill their details. Check to be sure nothing has changed (i.e. contact info or dietary restrictions, etc.).

Make sure the Active button is turned on (Yes)

Click Submit to complete the registration and generate an invoice

~OR~

If the learner's name does not appear in the search list, complete the registration form:

Enter the learner's name, contact details, and list any dietary restrictions/allergies

Fields in blue are CALP-reportable. It is not necessary to fill in all of the learner information when they register, these fields can be updated later

Make sure the Active button is turned on (Yes)

Click Submit to complete the registration and generate an invoice.