Module

Registration Lifecycle

Handle enrollment, waitlists, confirmations, payments, and participant policy flows—without spreadsheets, manual chasing, or inconsistent statuses.

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Clean status tracking

Every participant has one source of truth.

Less admin work

Automate emails, releases, receipts, and exports.

How it works

A predictable workflow from “interested” to “confirmed”—with policy steps and payment handled at the right time.

1) Enroll

Participant submits registration (and any required details).

2) Waitlist (if full)

Capacity rules automatically route to a waitlist with priority order.

3) Confirm + Pay

Release a spot, collect payment, confirm attendance, issue receipts.

4) Policies

Capture acknowledgements (refund terms, participation policies, waivers).

5) Roster + Exports

Roster stays current, exports are always ready, no cleanup needed.

Ongoing changes

Cancellations, transfers, refunds, and capacity edits keep the system consistent.

What it supports

Built for real registration operations: fairness, consistency, and fewer edge-case failures.

Participant flow

Enrollment + confirmations
Waitlists + releases (with expiry windows)
Self-serve updates (where appropriate)
Automated emails + reminders
Receipts + payment confirmation history

Admin controls

Capacity rules + reserved seats
Manual overrides with audit-friendly status notes
Bulk actions (confirm, cancel, message)
Instructor/role visibility on rosters
Export-ready rosters (CSV/PDF)

Policies + acknowledgements

Refund + cancellation terms acceptance
Waivers / participation policies
Policy versioning (what they accepted, when)
Optional required checkboxes before confirmation

Discounts + exceptions

Discount codes and comp rules
Team/partner allocations
Approval-based discounts (optional)
Invoice/receipt consistency

Status tracking that stays clean

Registrations move through clear states (enrolled → waitlisted → released → confirmed → completed/cancelled), so reporting and customer support are reliable.

Common scenarios

The stuff that normally breaks in spreadsheets is handled as normal operations.

Release a spot to the next person, give them a defined window to pay/confirm, then auto-release to the next.

Increase seats, convert waitlist to confirmed, notify participants, keep a clean audit trail.

Apply your policy rules, update status, issue refunds where needed, and keep receipts consistent.

Store what was agreed to, with timestamps and policy versions—so you’re not guessing later.

Reporting-ready outputs

The registration lifecycle stays structured so rosters, counts, revenue, and completion stats are available without cleanup.

Exportable participant rosters (per session / cohort)
Registration status breakdowns
Payment and receipt references
Cancellation/refund summaries

Discuss your system

Want this workflow for your programs?

We’ll map your current registration process, identify pain points, and configure the lifecycle so it runs cleanly from day one.

Book a consultation

Registration Lifecycle

How it works

What it supports

Common scenarios

Waitlist release with a time window

Capacity changes mid-stream

Cancellations, refunds, and receipts

Policy acknowledgements you can prove later

Reporting-ready outputs

Want this workflow for your programs?

Past and current clients