You can copy/clone a Program to create a new on. It will copy all Program attributes (including Fees plus Custom Questions) but will not copy over schedule or roster information. Heres' how to do it.

Select the Program from the Program List page
Put the Program into Edit Mode by clicking on the Edit button on the top-right, just below the tab.
Click on the Create New Program Exactly Like This One button
Change any attributes that need changing and click Save.

How do I transfer someone from one Program to another?

Go to the Program where the person is Registered and click on the Roster tab
Click View/Edit on the entry you'd like to transfer
Click Edit Registration
Click Transfer to another program
Select the Program to transfer to from the drop down
Select the Fee Type from the drop down
Then click Do Transfer.

NOTE: Once Transfer to New Program is complete, you will be redirected to the new Registration Detail. Once there, please verify:

The Fee Amount(s)
Custom Question Responses (if applicable)
Add On Fees (if applicable)

The Transfer Process will make an attempt to map these as closely as possible, but due to differences across Program Definitions, this is not always possible.

How do I switch a registration from one family member to another?

Go to the Program where the person is Registered and click on the Roster tab
Click View/Edit on the entry you'd like to change
Click Edit Registration
Select the desired family member from the Family Member drop down list and click Save.

How do I cancel a Program Registration?

Go to the Program where the person is Registered and click on the Roster tab
Click View/Edit on the entry you'd like cancel
Click Edit Registration
Click Cancel Registration, and then click OK to confirm.

NOTE: Remember to go to the Invoice and then the Payment to issue a refund, if appropriate.

How do I update responses to Custom Questions on registrations?

Go to the Program where the person is Registered and click on the Roster tab
Click View/Edit on the entry you'd like cancel
Click Edit Registration
Update the Custom Question answers as appropriate and click Save.

How do I add a hyperlink to a Program Note?

1. Open the webpage to which you'd like to link. If the page is not online, upload it to your Forms & Documents page of your RecDesk Community portal (see Uploading Documents) and click on it to view it.

2. Open RecDesk Director in another window/tab of your browser, and Edit the program.

3. In the Program Notes field, type all the words up to where you want the hyperlink placed.

4. Then, add this computer code, replacing the bold formatted parts accordingly:

<a href="http://org.recdesk.com/recdeskportal......pdf" style="color:red;text-decoration:underline" target="_new">Handbook</a>

where

• http://org.recdesk.com/recdeskportal......pdf is the Url of the page you'd like to link to (you can get this by clicking on the tab of your browser where the page is displayed, highlighting and copying the url to the clipboard (Url is in the address bar and starts http));

• color:red is the color of the text;

• text-decoration:underline underlines the text;

• target="_new" opens the hyperlink in a new window;

• and Handbook is the text you click on to link to that webpage.

5. Be sure to click Save.