From the Activity Schedule page, use the filters to find the event, select the right-arrow icon next to an event to quickly enroll a participant.
In the enrollment window, search for the participant by name and select Select to add them to the event.
For a customer who does not already have a profile, select + Add New Member and create the customer record before continuing.
After selecting the customer, choose how the enrollment will be funded. Depending on the activity setup and the customer’s eligibility, you may be able to:
- Use an active membership
- Make a one-time payment for the activity fee
Select Make One-Time Payment to open the Point of Sale module. The customer and activity product will already be selected.
Review the transaction and select Tender to complete payment. If the customer has a card on file that is available for billing, you can select that card as the payment method vs having to capture the card via the POS terminal.
After the payment is completed, Onsight Pro will alert you if the customer still needs to complete a waiver required for the activity.
Select OK, Got It. The customer can complete the waiver immediately or before the event begins.
Once the enrollment and payment are completed, the customer will appear on the event’s Enrollment Roster.
Up Next:
Check Customers in to an Event
Create and Share an Online Public Activity Link
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