Registration Steps

Get Started. It's Free
or sign up with your email address
Registration Steps by Mind Map: Registration Steps

1. Phone Registration

1.1. 1. Write out student intake form

1.1.1. Phone number

1.1.2. Name

1.1.3. Age/DOB

1.1.4. Email

1.1.5. Course type/date

1.1.6. Medical Conditions

1.1.7. RTP: Address including postal code

1.1.8. RTP: BCDL #

1.2. 2. Add to registration sheet

1.2.1. Name

1.2.2. Course type/ date

1.3. 3. Add to sales sheet

1.3.1. Name

1.3.2. Method of Payment/ $ owed

1.3.3. Course type/date

1.4. 4. Make customer sales receipt on Quickbooks

1.4.1. Phone Number

1.4.2. Age/DOB

1.4.3. Email

1.4.4. Course type/ date

1.4.5. Method of payment/ $ owed

1.5. 5. Add to MailChimp Mailing List (if approved)

1.5.1. Name

1.5.2. Email

1.5.3. If given approval to mail, or confirmation email needs to be sent

1.6. 6. Send out confirmation email

1.7. 7. File student intake paperwork

1.8. ** RTP Students:

1.8.1. RTP Application form

1.8.1.1. Name

1.8.1.2. Phone Number

1.8.1.3. Email

1.8.1.4. Address including postal code

1.8.1.5. Height

1.8.1.6. Medical Conditions

1.8.1.7. Course type/date

1.8.1.8. Method of payment/ $ owed

1.8.1.9. If paying on credit - card number

1.8.2. RTP liability waiver

1.8.2.1. Name

2. Xola Booking

2.1. 1. Confirm booking on Xola

2.1.1. Phone number

2.1.2. Name

2.1.3. Age/DOB

2.1.4. Email

2.1.5. Course type/ date

2.1.6. Medical Conditions

2.1.7. MTP: address including postal code

2.1.8. MTP: BCDL #

2.1.9. Field Trips: School Name

2.2. 2. Write out student Intake form

2.2.1. Phone number

2.2.2. Name

2.2.3. Age/DOB

2.2.4. Email

2.2.5. Course type/date

2.2.6. Medical Conditions

2.2.7. RTP: Address including postal code

2.2.8. RTP: BCDL #

2.3. 3. Add to registration sheet

2.3.1. Name

2.3.2. Course type/date

2.4. 4. Make customer sales receipt on Quickbooks

2.4.1. Phone number

2.4.2. Age/ DOB

2.4.3. Email

2.4.4. Course type/dete

2.4.5. $ owed

2.5. 5. Add to Mailchimp mailing list (if approved)

2.5.1. Name

2.5.2. Email

2.5.3. If given approval to mail, if a confirmation needs to be sent

2.6. 6. File Student Intake form

2.7. ** RTP Students:

2.7.1. RTP application form

2.7.1.1. Name

2.7.1.2. Phone number

2.7.1.3. Email

2.7.1.4. Address including postal code

2.7.1.5. Height

2.7.1.6. Medical Conditions

2.7.1.7. Course type/date

2.7.1.8. $ owed

2.7.2. RTP liability Waiver

2.7.2.1. Name