How to view activity application

💡 This article will guide you on how to screen your applicants

Best practices

• Always confirm the application within a week to manage the expectation of your user and increase the attendance rate of your event.

1. Check application detail
2. Export Activity Application records
3. Activity Application Setting
4. View/ edit application from

Check application detail

You can view the applicants' of your event in the Event folder. Go to Activity folder on the left sidebar Choose Current or All activities to view your event Choose your "Activity name" Scroll to the right manual and Click ⋮ Click Manage Application
Application list content Shows the applicant contact information and the profile picture of this user as a preview. View more You can click view details, to see details:
Overview Full schedule such as date, time and location of this application. Payment details Fee type, total amount and also the payment status Contact detail You can view the contact information of the applicant Edit
Application option Social Career event support multi-stream class setting, you can set up more than 1 classes in the same post such as AM class and PM class in the same post. You can differenciate the stream easily in this tab.
View Payment status You can view the payment status of the user in the Payment status tab. Update application status You can update the application status by the following steps. The record will be updated and shows in the All payment. Click the pen button Choose the status (Accepted / Reserved / Rejected) Accepted: The application is confirmed Reserved: The application is reserved, an applicant can settle the pending part with the organiser. i.e. Payment / provide supporting document Rejected: The application is rejected. Click Confirm
Remark You can put a remark next to an application such as: called, pending for follow-up etc.
Application date This field is the submission date of the application.
Search You can quickly search the record in the event folder across the page. Filter You can use the default filter or set up a new filter to sort the data across the page.

Export Activity Application records

💡 This feature is an exclusive function for paid subscription organisations. Please contact [e-mail] to learn more.

1. Click “Export” at “Applications”
2. Click “Export”
   
3. Activity application records are exported in CSV format. For information on how to open a CSV file, please refer to the page.

4. The CSV file includes the following information:

   Chinese Name, English First Name, English Last Name, Mobile Number, Email, Remarks, Submission Time, Update at, Additional Questions(if any), Fee Option, Payment Status, and Application Status.

Activity Application Setting

First come first served

• If your event set up as instant, the system will automate your application and confirm the application automatically. A successful email will be sent to the user and the status in the user APP will change to accept.
• When there is online payment, the application will be confirmed once a transaction made. You can check the payment status in the list view and payment details in the View more

By screening

• If your event set up as manual, you can screen the application one by one and choose the applicants based on your consideration.

View/ edit application from

Please refer to How to manage activity application／update payment record