How users complete waiver and follow-up forms after offline registration?
Overview
This article explains how users can complete waivers, follow-up forms, or update registration forms after admins have completed an offline enrollment. It also outlines the steps administrators must take to enable users to edit the registration form.
Who is involved
- Administrators: Perform offline registrations.
- Users/Participants: Individuals or family account holders who need to complete pending documentation or update registration information. Users get an email regarding pending actions on orders. Orders that require waivers or follow-up forms are also displayed on the family dashboard home page.
Before you begin
- For Users: If you do not see an Edit option on the registration form, the organization’s administrator may have disabled form editing.
- For Administrators: Form editing is not enabled by default. You must toggle this setting in the dashboard to allow users to edit their registration forms after registration.
Description of steps
The following sections document how to complete waiver or follow-up forms and edit the registration form after offline registration by admins.
User: Completing a waiver or follow-up form
As a family member, log in to your Family Dashboard and view orders that require waiver or follow-up forms in the Home tab:
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Click on the link under Actions and follow the instructions to perform the action.
After accepting or signing the waivers, the family dashboard shows the status:
User: Editing a registration form
When Admins perform an offline registration, they may notify the user to review and update the registration form. In this case, the user should follow the following steps to verify and, if necessary, edit the registration form data:
- Navigate to Family Dashboard > Enrollments > Order history.
- Locate the participant's order.
- Hover over the three dots (...) in the Actions column and select Registration form.
- Click the Edit button to modify the data and Save your changes:
Administrator: Enabling form editing
Admins must allow users to edit their registration forms after enrollment. To do so:
- Log in to the admin dashboard.
- Navigate to Settings > Checkout.
- Locate and check the box labeled "Allow users to edit their registration form data".
- Save the setting.
