CampusDirector - Registration Set-Up Checklist

CampusDirector - Registration Set-Up Checklist

Are you ready to set up your community's registration process? This list below will help you ensure you don't forget any important steps or components of your process. 

1. Set your custom registration fields. To do this, you will go to Setup > Site Setup > PNM Extra fields. To see how it works, click here

Pro Tip: Preview it by clicking "Preview PNM Registration

2. Create your Recruitment Counselor Groups. If you are not sure how to do that, click here

3. Set up your payments (if applicable) - if you plan on collecting a registration fee, make sure it's set up before you open registration. If you need help doing that, click here

4. Enrollment & Recruitment Counselor Groups - do you want your registrants to be auto-enrolled or do you want to do it by hand? How do you want registrants to be assigned to Recruitment Counselor Groups

5. Configure your registration - open and close dates, confirmation email, custom agreements, and enable any uploads you want to have registrants include (resume, picture, etc.). 

6. Open your registration - If you opted not to set your registration to "Automatic" then you should be ready to go, and you can open your registration when you are ready. 

BONUS - Do you want your chapters to be able to access the participant list immediately? If so, make sure each of your chapters is listed and that you add your chapter admin to CampusDirector.


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