There are many reasons you may want to add students to Sawyer who have registered through another software. Most often this happens with providers who have just signed up with Sawyer but had opened registration for their classes elsewhere beforehand.
There are a few factors to consider when choosing the best option for switching registrants over. Read the scenarios listed below, see which one works best for you, and then follow the instructions to complete.
Please note: We always recommend that customers sign up for classes using their Sawyer account so they learn to navigate their profile and can receive the most up-to-date information from you.
Scenario 1: Customers have already paid for the classes and customers can sign themselves up on Sawyer. (Recommended)
- Set up a Coupon Code for 100% off. You will be giving this coupon to customers, so if you are worried about it being misused, we recommend setting up some limitations like Total Redemptions or Max Per Customer.
- Please note that if your classes are set up with monthly billing, the coupon will only apply to the first month of payment. Then, customers will be charged to the card they put on file on the next monthly payment date.
- Then, compile a list of all the customers that have already registered and paid for classes. Send them the Coupon Code along with a link to the Live View and tell them to sign up for the classes they have already purchased.
Scenario 2: Customers have already paid and you want to add them to the classes yourself.
- Set up a Coupon Code for 100% off.
- Go to Upcoming, then find and select the class you want to add them to.
- Place a New Order from the roster and choose the Add New Client option. If they are already in your contact list, then you can just search for them in the search bar.
- Select the Booking Type.
- Follow the steps listed and be sure to choose the 100% off Coupon Code that you created.
- Please note that if your classes are set up with monthly billing, the coupon will only apply to the first month of payment and customers will have to put a card on file before the next month's payment date.
- We recommend choosing the option to send an email confirmation. This way, the customer knows what email address is registered with Sawyer.
- Once they get the email, they can go to log into Sawyer but they should follow the Forgot Password prompts to set up a password for their account
Scenario 3: The class has monthly billing and the customer has already paid for the current month or you don't want them to get charged until the following month and they can sign themselves up.
- Set up a Coupon Code for 100% off. You will be giving this coupon to customers, so if you are worried about it being misused, we recommend setting up some limitations like Total Redemptions or Max Per Customer.
- Because coupons can only be applied to the first month of billing, your customer will not be charged at checkout but will be required to enter credit card information so that they can be charged on the next charge date.
- Next, compile a list of all the customers that fall into this category and send them the Coupon Code along with a link to the Live View and tell them to sign up for their classes.
Scenario 4: The customer has not paid and they can sign themselves up for classes.
- Send the customer a link to your class or profile Live View or a link to the page on your site with the Sawyer widget, if you have one.
- Then, they can just follow the normal registration flow and they are all set!
Scenario 5: Customers have not paid but you want to add them to the classes yourself and the class does not have monthly billing.
- Set up a Payment Plan option for each class to which you want to add students. You will want to make sure the Payment Plan has a $0 deposit, but the number of installments and installment dates are up to you. Remember to click Save & Continue.
- Set up a Custom Payment option by clicking on your business name in the upper right corner of the screen and then Settings. Scroll down to Custom Payment Method and set one up called Transitioning to Sawyer or something similar. Remember this payment option is only available to you, not customers.
- Go to Upcoming, then find and select the class you want to add them to.
- Place a New Order from the roster and choose the Add New Client option. If they are already in your contact list then you can just search for them in the search bar.
- Select the Booking Type.
- Follow the steps listed, and be sure to choose the Payment Plan that has the $0 deposit and the custom payment method you just set up.
- We recommend choosing the option to send an email confirmation. This way, the customer knows what email address is registered with Sawyer.
- Once you have entered all of the information, click Place Order.
- After you have added all the necessary customers to their classes, remove the Payment Plan options from the classes if you do not want new registrants to have that option when they sign up in the future.
- The last thing you need to do is instruct your customers to set up their Sawyer accounts and add their credit card information. They can do this by going to the Sawyer login page then following the Forgot Password prompts. Once they set up their password they can manage their account and add a card on file.
- On the date of the first installment for the payment plans, customers will get charged to the card on file.
Scenario 6: Customers have not paid but you want to add them to the classes yourself and the class has monthly billing.
- Set up a Coupon Code for 100% off.
- Go to Upcoming, then find and select the class you want to add them to.
- Place a New Order from the roster and choose the Add New Client option. If they are already in your contact list then you can just search for them in the search bar.
- Select the Booking Type as monthly.
- Follow the steps listed and be sure to choose the 100% off Coupon Code you just set up.
- We recommend choosing the option to send an email confirmation. This way, the customer knows what email address is registered with Sawyer.
- Once you have entered all of the information, click Place Order.
- The last thing you need to do is instruct your customers to set up their Sawyer accounts and add their credit card information. They can do this by going to the Sawyer login page then following the forgot password prompts. Once they set up their password they can manage their account and add a card on file.
- Customers will get charged on the next monthly billing charge date and should enter their credit card information prior to that date.