Registrations
A registration is the link between one student and one class. It holds everything about that enrollment — the pass/fail result, the certificate, the tuition, and every payment made against it. Registrations are managed through a single registration drawer that you can open from either side of the relationship: from a class's roster, or from a student's class history. The drawer works the same way in both places.
Opening the Registration Drawer
There are two ways in, and they lead to the same screen.
| From | How to open it |
|---|---|
| A class — the Students Registered table on the class page | Click any student row, or choose More Options from the row's three-dot menu |
| A student — the Student Class History table on the Classes tab | Click any class row, or choose More Options from the row's three-dot menu |
Only two things change depending on where you opened it from:
| What | Opened from a class | Opened from a student |
|---|---|---|
| Drawer title | The student's name | The course name |
| First menu option | View Student (opens their profile) | View Class (opens the class page) |
Everything else — the tabs, the fields, and every action — is identical.
Both View Student and View Class open in a new browser tab, so you don't lose your place.
Adding a Registration
You can enroll a student from either direction.
From a Class
On the class page, click Add Student.
| Field | Required? | Notes |
|---|---|---|
| Student | Yes | Search by name. Students already in this class are excluded from the list. |
| Retake | No | Check this if the student is repeating the course. |
| Send Email Notification | No | Checked by default. Sends the student their enrollment confirmation. |
From a Student
On the student's profile, click Add Class.
| Field | Required? | Notes |
|---|---|---|
| Class | Yes | Search available classes. Classes the student is already in are excluded, and full classes can't be selected. |
| Retake | No | Check this if the student is repeating the course. |
| Send Email Notification | No | Checked by default. |
The Add Student button on a class page is unavailable when the class is cancelled or at capacity. Hover over it to see which.
What You'll See in the Drawer
Header
The drawer header shows the title (student name or course name) and any status chips that apply:
| Chip | What It Means |
|---|---|
| Cancelled | The registration has been cancelled |
| Deferred | The student deferred and is waiting to be re-registered |
| Supplies Shipped | Course materials have been shipped to the student |
Quick Stats
Below the header you'll see three figures:
| Stat | What It Shows |
|---|---|
| Tuition | The amount owed for this class, including any adjustment |
| Paid | The total of all payments recorded against this registration |
| Balance | What's still owed. A credit shows as a positive number (e.g. +$50.00) |
Quick stats are hidden when a registration is cancelled or deferred, since the figures no longer represent money due.
Tabs
| Tab | When It Appears |
|---|---|
| Overview | Always |
| Certificate | Only for active registrations where the student hasn't been marked failed |
| Payments | Always |
When you switch the drawer into edit mode (Manage Registration), the tabs are replaced by a single Basic Info tab.
Overview Tab
A read-only summary, grouped into sections. Blank values show as None.
| Section | What It Shows |
|---|---|
| Class Details | Course, Code, Dates, Location |
| Student Details | Student, Student ID, Email |
| Registration Details | Retake, Pass / Fail result, Test Passed Date |
| Shipping | Shipping Carrier and Tracking Code — only appears once supplies have been shipped |
| Registration Notes | A free-text field for notes about this enrollment |
Registration Details is hidden for cancelled registrations, and Test Passed Date is hidden when the student has been marked failed.
Registration Notes save automatically as you type — there's no Save button. Use them for anything specific to this student in this class: accommodations, attendance issues, or context another admin would need.
Certificate Tab
Before a Result Is Recorded
If the student hasn't been passed or failed yet, the tab shows:
Certificates are unavailable until a student has been marked as passed.
You can mark the result right there using the Pass Student or Fail Student buttons.
If the course has no certificate template configured, you'll see a notice instead. Add a template on the course before certificates can be generated.
After the Student Passes
| Item | What It Does |
|---|---|
| Student access | A toggle showing Unlocked or Locked. When unlocked, the student can view and download the certificate from their own portal. |
| Certificate Mailed Date | The date a physical copy was mailed, if applicable |
| Viewing version | A dropdown listing every version — v2 — Mar 14, 2026 (Current). Only appears when more than one version exists. |
| Download PDF | Downloads the selected version |
| Email Certificate | Emails the selected version to the student |
| Regenerate | Creates a new version of the certificate |
| Version history | A collapsible list of every version and when it was created |
Version labels are Original (the first one issued), Current (the one in use now), and Superseded (replaced by a newer version).
Regenerating a Certificate
Choose Regenerate, then enter a Reason for regeneration — for example, "Updated school logo" or "corrected typo in name". The reason is required and must be at least 3 characters.
The previous version is marked as superseded but stays in the version history. Nothing is deleted, so you always have an audit trail of what was issued and why it changed.
Payments Tab
Tuition
The top section shows how tuition was calculated:
- Original Tuition — the class price
- Adjustment Applied — any discount or price change, with the reason shown beneath it
- Tuition Total — what the student actually owes
- A footer line recording who applied the adjustment and when
Click Adjust Tuition to change it. See Adjusting Tuition below.
Payment History
Each payment row shows a title (Card charged for credit card payments, otherwise the payment method), a status chip, the transaction ID or note, the date, and the amount.
| Chip | What It Means |
|---|---|
| Paid | Processed through the payment processor and settled |
| Recorded | A hand-recorded payment — cash, check, or external |
| Refunded | Fully refunded. The amount shows struck through. |
| Partially refunded | Part of the payment was returned. Expand the row to see each refund. |
Each row has inline actions:
| Action | When It's Available |
|---|---|
| Refund | Only for payments the processor reports as refundable |
| Edit | Only for manually recorded payments — credit card charges can't be edited |
| Delete | Only for manually recorded payments |
Click Add Payment to record a new one.
Payments are taken in AnchorPoint itself. See Payments for recording, refunding and correcting them.
Alerts You May See
- Deferred registration: "When the attached deferral has been re-registered, these payments will be credited towards the new class."
- Overpayment: a warning showing the excess amount paid toward the class. The registration is also flagged with an amber warning triangle wherever it's listed — hovering reads "Has excess funds paid".
Adjust Tuition and Add Payment are both disabled once a registration is cancelled or deferred.
Managing a Registration
Choose Manage Registration from the drawer's three-dot menu to switch into edit mode. The tabs collapse into a single Basic Info tab.
Registration Details
| Field | Required? | Notes |
|---|---|---|
| Result | No | None, Pass, or Fail |
| Test Passed Date | No | Hidden when Result is set to Fail |
| Certificate Mailed Date | No | Hidden when Result is set to Fail |
| Retake | No | Whether the student is repeating this course |
This whole section is hidden for cancelled registrations.
Shipping
| Field | Required? | Notes |
|---|---|---|
| Did Supplies Ship? | No | Check to reveal the carrier and tracking fields |
| Shipping Carrier | No | None, UPS, USPS, or FedEx |
| Tracking Code | Conditional | Required once a carrier is selected |
Additional Information
| Field | Required? | Notes |
|---|---|---|
| Notes | No | Internal notes — not visible to students. |
Click Save Changes to apply, or Cancel to discard. If you try to close the drawer with unsaved edits, you'll be asked to confirm first.
Actions & Menus
The drawer's three-dot menu groups its options by what they do.
| Action | Group | When It's Available |
|---|---|---|
| View Student / View Class | — | Always. Which one you see depends on where you opened the drawer. |
| Pass Student | Result | The student hasn't already passed, and isn't cancelled or deferred |
| Fail Student | Result | The student hasn't already failed, and isn't cancelled or deferred |
| Manage Registration | Manage | You aren't already in edit mode |
| Cancel Registration | Manage | Not already cancelled or deferred, and within 60 days of the class end date |
| Defer Registration | Manage | The registration is active |
| Transfer Class | Manage | Not cancelled or deferred |
| Resend Enrollment Emails | Confirmation | Not cancelled or deferred |
| Resend Payment Receipt Email | Confirmation | Not cancelled |
| Download Payment Receipt | Confirmation | Not cancelled |
You can also reach Pass Student and Fail Student directly from the three-dot menu on any roster row, without opening the drawer.
Passing and Failing Students
Pass Student
The pass dialog collects everything needed to issue the certificate in one step.
| Field / Option | Notes |
|---|---|
| Test Passed Date | Required. Pre-filled with the class end date. |
| Certificate Mailed Date | Pre-filled with today's date. |
| Unlock certificates for student | Marked Recommended. Lets the student view and download it from their portal. |
| Email certificates to student | Marked Sends immediately. Emails the certificate PDF to the address on file. |
A summary line at the bottom tells you exactly what's about to happen before you confirm.
If the course has no certificate template, the certificate options are replaced by a notice — you can still record the pass, but nothing will be issued until a template is added to the course.
Fail Student
Marks the student as failed. This clears the Test Passed Date and Certificate Mailed Date, and locks the certificate.
Both actions work on a single student from the drawer, or on multiple students at once using the checkboxes in the class roster.
Cancelling a Registration
Choose Cancel Registration. The form lists every payment made against the registration, and you decide what happens to each one independently.
| Per payment | Options |
|---|---|
| Leave it alone | No money moves |
| Refund in full | The whole payment comes back |
| Refund a custom amount | Part of it comes back |
Each refund carries its own refund method — to the card, cash, or check. See Payments for what each method can and can't do.
| Other fields | Notes |
|---|---|
| Mark registration as a No-Show? | Records that the student didn't attend |
| Send Email Notification | Checked by default |
This replaced the old single blanket refund amount in v1.4.0. If a student paid across three payments, you now handle all three separately rather than netting them into one figure.
Cancelling marks the student as cancelled and cannot be undone. If you're moving a student to a different session, use Transfer Class or Defer Registration instead.
The buttons are Keep Registration and Cancel Registration.
Transferring a Student to Another Class
Choose Transfer Class to move a student's enrollment — along with their payments — to a different class.
- The drawer shows the Current Class with its dates, location, and instructors.
- Pick a New Class. The current class is excluded from the list.
- The new class's details appear so you can confirm you picked the right one.
- Leave Send Email Notification checked so the student is told about the change.
- Click Confirm Transfer.
If the class you pick is full, you'll see "This class is full. The student is unable to be transferred" and the confirm button is disabled. Increase the class capacity first, or choose a different class.
Marking a No-Show
A student who registered but never turned up can be marked as a no-show from the manage drawer. A No Show chip then appears in the class and student class tables.
- Marking a no-show clears any result, test record and certificate-mailed date on the registration.
- It can still be corrected after the registration has been cancelled.
- It doesn't apply to online registrations — there's no session to miss.
A no-show is not a fail. A no-show never attended; a fail attended and didn't pass.
Deferring a Registration
Choose Defer Registration when a student can't attend and wants to move to a future session that hasn't been scheduled yet.
| Field | Required? | Notes |
|---|---|---|
| Reason | Yes | Medical, Financial, Scheduling Conflict, Personal, or Other. Defaults to Medical. |
| Note (optional) | No | Any context worth recording |
| Expected return (optional) | No | When the student expects to come back |
Any payments on the current registration carry over as available credit on the deferred registration — nothing is lost.
The student moves to the waiting list, where you can re-register them into a future class. See Deferrals for what happens next.
Students can also defer themselves, either from their own class details or through the secure link in a class reminder email. Those requests land in the same Deferrals list.
Adjusting Tuition
Use Adjust Tuition on the Payments tab to change what a single student owes for a class, without changing the class price for everyone else.
Adjustment Types
| Type | What It Does |
|---|---|
| Discount | Takes an amount or a percentage off the class price |
| New price | Replaces the class price with a specific figure |
| Waive (free) | Sets the tuition to zero |
For a discount you can enter either an Amount in dollars or a percent — click whichever field you want to use and the other one fills in automatically.
A Reason is required and is shown in the internal audit log. The New Fee Preview panel shows the base tuition, the discount, and the resulting fee before you apply anything.
For classes that are already free, the type is fixed to New price — you're setting a charge rather than discounting one.
Coupons
A coupon on the registration appears as its own line in the breakdown, separate from the adjustment — the two are never mixed together. A coupon worth more than the tuition brings the total to $0, never a negative figure.
Apply or remove a coupon from the Payments tab. See Coupons.
Reverting
If an adjustment already exists, the drawer shows the current adjustment, who applied it, and when — along with a Revert to original button that restores the class price.
Common errors: "Discount cannot exceed the base tuition", "Please enter a reason", and "Please select an adjustment type".
Managing Payments
This section covers the payment actions available from a registration. For the full picture — tenders, surcharges, statements and saved cards — see Payments.
Manage Payment
Available on manually recorded payments only.
| Field | Required? | Notes |
|---|---|---|
| Medium | Yes | Cash Received, Check Received, or Card Charged |
| Amount | Yes | |
| Note (optional) | No | |
| Use a different billing address | No | Check to reveal Address, Address Two, City, State, Zip Code |
Refund Payment
Shows the original charge and takes an optional Reason, then processes the refund through the payment processor.
Delete Payment
Removes a manually recorded payment entirely. This cannot be undone — use it only to correct a data-entry mistake, not to reverse a real payment. To reverse a real payment, use Refund instead.
Emails and Receipts
| Action | What It Sends |
|---|---|
| Resend Enrollment Emails | The original enrollment confirmation, with the class details |
| Resend Payment Statement Email(s) | A statement of the payments recorded against this registration |
| Download Statement | Downloads the same statement as a PDF instead of emailing it |
| Email Certificate | Emails the selected certificate version (Certificate tab) |
All of these can also be run on multiple students at once from the class roster's bulk action bar.
Statuses & Results
Registration Status
| Status | What It Means |
|---|---|
| Active | A normal enrollment |
| Deferred | The student stepped out and is on the waiting list for a future class |
| Cancelled | The enrollment was cancelled |
Use the Status filter above a roster or class history table to switch between All, Active, Deferred, and Cancelled.
Result
| Result | What It Means |
|---|---|
| Pass | The student passed. Hover the chip to see the date. |
| Fail | The student failed |
| No Result | Nothing recorded yet |
Certificate Status
| Status | What It Means |
|---|---|
| Unlocked | The student can view and download it from their portal |
| Locked | Issued, but not yet released to the student |
| No Certificate | None has been generated |
When Things Are Disabled
| What's Disabled | Why |
|---|---|
| Certificate tab | Hidden until the registration is active and the student hasn't been marked failed. |
| Quick stats (Tuition / Paid / Balance) | Hidden for cancelled and deferred registrations. |
| Adjust Tuition and Add Payment | Disabled once a registration is cancelled or deferred. |
| Pass Student / Fail Student | Hidden when the student already has that result, or the registration is cancelled or deferred. |
| Cancel Registration | Hidden more than 60 days after the class end date. |
| Defer Registration | Only available on active registrations. |
| Edit and Delete on a payment | Only available on manually recorded payments — credit card charges must be refunded instead. |
| Refund on a payment | Only available when the payment processor reports the charge as refundable. |
| Add Student on a class | Disabled when the class is cancelled or at capacity. |
| Certificate options in the Pass dialog | Replaced by a notice when the course has no certificate template. |
Icons on This Page
| Mark | Meaning |
|---|---|
| Pass / Fail / No Result chips | The student's result. Hover Pass for the date. |
| No Show chip | Registered but didn't attend |
| Active / Deferred / Cancelled chips | Registration status |
| Locked / Unlocked / No Certificate chips | Certificate state |
| Forward-to-inbox icon | A physical certificate was mailed. Hover for the date. |
| Amber warning triangle | The student has overpaid |
| Sticky-note icon | An admin note exists on this registration |
| Paid / Recorded / Refunded payment chips | How a payment stands |
| Struck-through amount | The payment was fully refunded |
→ Full list: Icons & Statuses
Key Relationships
- Class: A registration always belongs to exactly one class. Transferring moves it to a different class; it doesn't create a second registration.
- Student: A student can have many registrations, one per class. Each carries its own result, certificate, and balance.
- Payments: Payments attach to a registration, not to the student in general — which is how a student can owe money on one class and be paid in full on another.
- Certificates: A certificate belongs to a registration and is only issued once the student is marked as passed.
- Deferrals: Deferring closes out the registration and creates a deferral record, carrying the payments across as credit.
Tips & Notes
- The drawer is the same from both sides. If you're working through a class roster, stay on the class page; if you're helping one student across several classes, work from their profile. You lose nothing either way.
- Use the bulk actions for end-of-class work. Select every student on the roster, pass them in one step, and unlock and email their certificates at the same time.
- Adjust tuition instead of editing payments. An adjustment records who changed the price and why; editing payment amounts to make the math work leaves no trail.
- Transfer, don't cancel and re-add. Transferring keeps the student's payment history intact. Cancelling and re-registering starts the balance over.
- Defer when there's no class to move to yet. Transfer needs a specific future class; deferral puts the student on a waiting list and holds their payments as credit until one is scheduled.
- Check the Balance stat before a class starts. It's the quickest way to spot who still owes money, and Resend Payment Statement Email(s) is often all it takes to prompt payment.
- Regeneration reasons are permanent. Write them for the next person who reads the version history, not for yourself today.