eply - ePly Training Videos

Welcome to ePly

• Introduction to the ePly Software
• Training Video Flow

Form Setup

• How do I create or copy a form?
• How can I add a logo or image to my form?
• How can I add or make changes to a section?
• How do I add event registration fees/pricing for an event?
• How do I make a question/field required or mandatory?
• Where can I edit the registration confirmation page?

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Payment Options

• How do I add/edit the payment options?
• Can the system automatically cancel a registration if they have not paid?
• How can I add a discount code?

Managing Your Registration Data

• What does the Dashboard report tell me?
• How do I search for a registrant?
• How do I add, edit, or cancel a registration?
• How can I create a custom report?
• How can I re-send a confirmation email or send mass emails?

Financials

• The Payments Report vs. All Transactions Report
• How can I manually process a credit card?
• How can I re-send a credit card receipt?
• How can I apply a cancellation fee and/or process a refund?
• How can I update a payment that was received outside of ePly?