A registration policy in Arlo forms the basis for what a registrant must agree to before they can register on a particular course. It's made up of two things, the terms and conditions on that course, and the behaviour for self-transfers and self-cancellations (if enabled).
Arlo allows you to create and store a number of registration policies on your platform which you can apply to individual courses as needed.
Arlo allows your customers to cancel their own registrations on some or all of your courses. Registrants will be given the option to cancel their registration entirely on the course instructions email (registration confirmation). You can allow your registrants the ability to self-cancel up to one day before a course starts.
When registrants self-cancel, Arlo will correctly update the registrations count, places remaining, and waiting list feature as applicable. It will also send a cancellation notice to the registrant, and an order change notification to the billing contact if an order is associated with the registration (to state which registrations have been cancelled). A notification is not sent to the administrators advising that a registration has been cancelled.
Order states will not change and refunds will not be applied automatically. All optional extras tied to a registration will also be cancelled (if used on a course with optional extras). Self-cancellation is not supported on elearning activities. A notification is not sent to the administrators advising that a registration has been cancelled. The Registrations List (Advanced) report can be used to get a list of cancelled registrations on a regular basis.
Example: Self-cancellation section on course instructions sent to registrants
Arlo gives you the ability to allow your customers to transfer themselves to another date, on some or all of your courses that have more than one date available. You can set to allow your registrants the ability to self-transfer up to one day before a course starts. Registrants will be given the option to transfer to another date/time on the course instructions email (registration confirmation).
When registrants self-transfer, Arlo will correctly update the registrations count, places remaining, and waiting list feature as applicable. The following article describes how to allow self-transfers on your courses.
Self-transfers is not supported on private courses, GoToWebinar courses, multi-session courses with a choice of options, or elearning activities.
Example: Self-transfer section on course instructions sent to registrants
Your platform can have multiple sets of terms and conditions, which are tied to separate registration policies. If a registrant adds multiple courses, with different registration policies, to their cart, the checkout will display the terms and conditions for each policy separately.
Example: Multiple terms and conditions in the checkout
You can modify your default registration policy to enable self-transfers or self-cancellations on courses by default.
- Open the Settings menu item.
- From the Registrations section, select Registration policies.
- (Optional) Rename the default policy by clicking Rename.
- Tick Enable self-cancellation to allow registrants to cancel their registrations themselves. You can also specify the number of days before the course to allow self-cancellations.
- Enter the text you wish to be displayed above the cancellation link in your course instructions.
- Tick Enable self-transfer to allow registrants to transfer their registrations themselves. You can also specify the number of days before the course to allow self-transfers.
- Enter the text you wish to display above the transfer link in your course.
- Edit the terms and conditions on the policy if required.
- Press Save.
Example: The self-cancellation and self-transfer links in the course instructions (registration confirmation email) sent to registrants.
Additional registration policies must be created before you can apply them to courses.
- Open the Settings menu item.
- From the Registrations section, select Registration policies.
- Press + Add new
- Give your additional registration policy a name.
- Tick Enable self-cancellation to allow registrants to cancel their registrations themselves. You can also specify the number of days before the course to allow self-cancellations.
- Enter the text you wish to display above the cancellation link.
- Tick Enable self-transfer to allow registrants to transfer their registrations themselves. You can also specify the number of days before the course to allow self-transfers.
- Enter the text you wish to display above the transfer link.
- Set the terms and conditions for this additional policy. Registrations on courses that use this policy, will display these terms and conditions in the checkout and course instructions.
- Press Save.
Example: The self-cancellation and self-transfer links in the course instructions (registration confirmation email) sent to registrants.
You can choose which registration policies to use for each course.
- In the course wizard, on the Registrations step, click the Registration Policy drop-down, and select the registration policy to apply to the course.
- Press Save or Save and close.
The following process describes how to change an existing course's registration policy. You also can choose the registration policy a course should use when setting up the course.
- Open the Courses menu.
- Find and select the course you would like to edit.
- From the toolbar, press Edit.
- Select the Registrations tab.
- From the Registration policy drop-down, select the policy you would like to apply.
- Press Save or Save and close.
If you are redirected to the welcome page of your Arlo website upon clicking the link to view the terms and conditions, you need to enter a web address in your Arlo settings.
- Open the Settings menu item.
- From the Platform setup section, select General.
If your platform is a multi-region platform, you will not have access to the General settings page. Please contact Arlo Support to make this change.
- Enter the Website for your organisation.
- Press Save.