Register for a client or student

Let's say you want to add someone to a class or event because they already paid you a different way, or you just want to comp them. When you're signed into your site, you can register someone with or without paying. If you are looking to register someone for a one-on-one appointment, please view this article instead. 

Here are the steps:

1. Sign in to your site (visit https://app.offeringtree.com/login if you're not signed in or press the "Sign In" button on the top right of your site)
2. Navigate to your admin dashboard and go to the "Roster" page under the "Manage Schedule" menu of your admin site.
3. Click on the event or series you wish to register your client or student for. Note that you can also get to the class or series roster page from the "Schedule" page under "Manage Schedule" and click on the roster icon 
4. Press the "Add Registration" button at the top of the pop-up that appears
5. Register the student or client by either searching for them or by manually filling in their name and email. If you enter their email, the software will look to see if they have any applicable packages or memberships. 
   
6. After pressing Next, you can choose how to take payment for the registration using one of the available payment methods. If the client has a package or membership, those will show up as payment methods as well.  
   
7. If this is a paid offering, you can skip payment by clicking the "Pay later" option.  This is handy for when the client pays you by some other means and you want to simply register them for the class and collect payment later.

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