RegistrationBuddy
RegistrationBuddy allows people to Register for a class, event, performance, or similar. It facilitates gathering payments, managing the waitlist, and setting them up for recurring payments (if applicable). How does it work?
Key Terms
Term | Definition |
|---|---|
Registration Period | This is a window of time during which customers can register – to use the example of a school, this would be the school year. |
Registration Item | This is an offering you have that customers can select and register to attend – to use the example of a school, this would be a class. |
Registration Object | This is a customer registration complete with status (waitlist, pending, confirmed, etc.). |
Registration Payment | Registration Items can have one or more Registration Payments tied to them. Registration Payments can include:
Registration Payments can be configured to be Confirmation Payments which must be paid within a certain period (ex. 48 hours) to confirm registration (think registration fees) or they can be triggered after a Registration Object has been confirmed (think monthly tuition or fees). |
Prerequisites
What do you need to use RegistrationBuddy?
Requirement | Description |
|---|---|
RegistrationBuddy collects Registrations through your Google Forms. You can use free Google Forms for this, but MyTechBuddy recommends Google Workspace as it will provide better service and confidentiality for your customers. Google Workspace can also be used for many of your other business needs such as eMail, Calendars, Websites, and even Google Classroom. It’s what MyTechBuddy uses for our business – we really believe it can be a game changer! If you’re a non-profit, Google Workspace is often free of charge through a program Google sponsors. If you don’t have Google Workspace today, MyTechBuddy offers a service to help you get all set up including working with Google to set you up as a non-profit (if you are one). Contact us at NewBuddies@My-Tech-Buddy.Com and we’re happy to help. | |
RegistrationBuddy sends invoices through your Square account. We never touch your money and your customers will pay you directly. For each Registration Payment you set up, RegistrationBuddy will send Invoices through Square to your customers. Square is a great solution for collecting payments from customers. It offers everything from Invoices to Point of Sale (cash registers) and even mobile payments. It’s what MyTechBuddy uses for our business – we love it! If you don’t have a Square account today, MyTechBuddy offers a service to help you get all set up. Contact us at NewBuddies@My-Tech-Buddy.Com and we’re happy to help. |
How does it work?
MyTechBuddy will work with you to set up your Registration Period (think school year), the Registration Items (think classes), and Registration Payments (think registration fees, enrollment fees, and tuition) you’d like to offer during the Registration Period (think classes you’d like to offer during a school year). We’ll prepare a Google Form for you that shows current availability for each Registration Item and allows your customers to register for each item using their eMail address. You can also collect any other information you need such as a student name, etc. This information lives in your Google Form and can be viewed in a Google Sheet (spreadsheet).
When the Google Form is submitted, it sends the registration to RegistrationBuddy. RegistrationBuddy creates the Registration Object and either marks it as “pending” if you have available spots or “wait list” if registration is already full.
RegistrationBuddy then sends a Square Invoice, though your Square system, to the eMail provided in the Google Form for any Registration Payments you’ve identified as Confirmation Payments along with a note explaining the time your customer has to pay the invoice and confirm the registration. If the Invoices are not paid within the time you’ve selected, the Registration Object is marked as “expired” and the next registration on the wait list is moved to “pending”. If there is no wait list, then the requested spot is returned to the available spots on your Google Form.
If the Invoice is paid, RegistrationBuddy marks the Registration Object as “confirmed” and sends Triggered Payment invoices for any additional Registration Payments you’ve set up (think enrichment fees). If you set up a recurring invoice (think monthly tuition), RegistrationBuddy will send Invoices at the frequency you request until the end date you’ve selected (think the end of the school year).
Why should I use RegistrationBuddy?
Most of us didn’t get into business because we have a passion for registration and invoicing. We got into business because we have a passion for our business! RegistrationBuddy takes the pain out of registration and invoicing.
No longer do you need to manage a wait list (or customers claiming they handed you a paper registration before someone else).
No longer do you need to monitor who has and hasn’t paid their registration fees.
RegistrationBuddy, along with all BuddyTools, works to handle your Tech so you can handle your Business! We also automate it, so you can service your customers registration needs 24x7 and save money by not having your staff manually collecting registration, manage wait lists, and tracking down unpaid registrations!
Sign me up! How do I get started?
Send an eMail to NewBuddies@My-Tech-Buddy.Com and we’ll answer any questions and get you set up!