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Register a participant using a voucher code

A participant can register for an event and cash in a voucher code when doing so. Profit then automatically adjusts the price of the event/course. You can register the participant in Profit but participants can also register themselves using OutSite.

Voucher codes are valid for one person, so you can only register one participant.

Contents

Register a participant using a voucher code (Profit)

To register a participant with a voucher code (Profit):

  1. Go to: CRM / Course management / Participant per event.
  2. Click on: New.
  3. Select a value for Course event.
  4. Go to Organisation/person and select the participant who is registering. If you want to register a member of staff, then select the employer.
  5. Change the registration date if necessary.
  6. Select the Invoice check box if participation in the course must be paid for. In this case, you must also select a debtor. Don’t check this field for internal participants.
    1. Select in Debtor an (alternative) debtor who you would like to invoice.
    2. You can also enter an alternative sales price and give the organisation a discount. This price and discount apply to all contact persons. If you want to enter the price and discount for one specific participant, you do so in the participant’s properties.
    3. InVoucher code, enter the code for the discount that the contact received and is now cashing in. This field is only visible if you have configured the discount vouchers.

      In Price after discount you will immediately see the amount that will be invoiced (excluding VAT).

  7. Click on: Next.
  8. Select participants. You only see the contact persons or employees that are not yet registered for this event.

    If you register more participants than the maximum number, you will get a message. You can then opt to add too many participants to the event.

  9. Click on: Finish.

    You are asked if you are sure you want to add the participants.

  10. Click on Yes in the message
  11. Repeat these steps for every participant/organisation.

    You can also add participants to an event usingRegistration of participant in an event.

Register a participant using a voucher code (OutSite)

You can enrol for a course on the site. When you do so, you can enter the voucher code that you received.

For internal participants, you generally don’t use voucher codes and Profit also does not calculate the price after discount. This is because internal participants are not invoiced.

To register for a course using OutSite:

  1. Open the site.
  2. Log on with the username and password.
  3. Click on: Log on.
  4. Go to: .
  5. Click on: the course you want to take.
  6. Click on: the date when you want to take the course.
  7. InVoucher code, enter the code for the discount that you received and would now like to cash in. A voucher code can only be entered if there is a discount voucher for the course.

    Crm_Deelnemer

    You then see the description for the promotion that the discount applies to.

  8. Click on: Enrol.

Directly to

  1. Discount voucher
  2. Configure discount vouchers
  3. Add discount vouchers with voucher codes
  4. Add voucher codes manually
  5. Issue voucher codes manually
  6. Distribute voucher codes
  7. Delete voucher codes from discount vouchers
  8. Register a participant using a voucher code
  9. Transfer participants registered with voucher codes
  10. Change/delete a participant’s voucher code
  11. View received voucher codes for each discount voucher
  12. Invoicing with discount vouchers
  13. Delete a discount voucher

Process

Voucher