In This Article:

• Overview
• How It Works
• Pricing, Coupons, and Course Restrictions
• Enabling It on a Section
• Copying a Section
• Recipient Accounts
• Refunds and Failed Seats
• Troubleshooting
• Best Practices

Overview

Quantity Registration lets a learner buy more than one seat for a section in a single transaction and assign each seat to a different recipient (a friend, spouse, family member, or colleague). The buyer pays; each recipient is enrolled.

This is different from Nominate (admin-initiated) and Guardian Registration (adult-to-minor). Quantity Registration is learner-initiated and peer-to-peer.

As an administrator, your role is to opt specific sections into the feature so learners can use it on those items.

How It Works

The feature operates in three layers. All three must be on for a learner to see Quantity Registration on a given item:

1. Site level — Quantity Registration must be enabled on your site by Genius Support.
2. Section level — Quantity Registration is off by default. You enable it per item using the toggle on the edit form.
3. Buyer transaction — When the layers above are on, learners see a quantity selector and recipient fields at checkout.

Recipient seats move through three statuses:

The system checks whether seats are available before the buyer pays, but in rare cases two buyers may purchase the last available seats at the same time. When this happens, payment goes through for both, but the seats that cannot be filled are marked as Failed. Refunds for Failed seats are processed manually by your support team.

Pricing, Coupons, and Course Restrictions

Coupon Codes

Coupon codes apply to the total at checkout, the same way they do for a single-seat purchase. The discount is taken off the entire transaction, not per seat.

Price Options

Price Options are honored. If the buyer selects a price option (Member, Senior, etc.), that price applies to all seats in the transaction. The buyer cannot mix price options within a single purchase — every recipient receives the same price tier the buyer selected.

Course Restrictions (Prerequisites and Manager Approval)

When a buyer enrolls others in a course that has restrictions like prerequisites or manager approval, the purchase itself goes through at checkout. Each seat is then processed through the standard enrollment path after payment.

If a recipient does not meet a prerequisite, or if the section requires manager approval, that seat is marked as Failed at enrollment time, the failure reason is recorded, and the buyer receives a failure notification email. The recipient will not be enrolled, and the seat is marked as Failed.

Note: This means restrictions do not stop a buyer at checkout — they cause individual seats to fail after payment. Make sure your support team understands this so they can explain Failed seats and process refunds when needed. See Refunds and Failed Seats below.

⚠ Warning: Sections that require state, federal, or other reporting fields collected from the enrollee are an exception. Do not enable Quantity Registration on those sections — the buyer-side checkout flow does not collect those fields from recipients.

Enabling It on a Section

Navigation: Administration → Sections → [Select Section] → Edit

Enable Quantity Registration for a Section

1. Open Administration → Sections.
2. Select the section you want to enable.
3. Click Edit.
4. Find the Quantity Registration field near the top of the form (just below Course).
5. Select Active.
6. Click Save.

Note: The helper text under the field reads: “When active, learners can enroll additional people alongside themselves when registering for this section.”

To turn the feature off, set the field back to Disabled and save. Disabling does not affect previously purchased seats — Pending and Enrolled seats remain in their current state. It only prevents new purchases.

Copying a Section

When you copy a section using Save as new, the Quantity Registration setting carries over to the new section. If the new section should not participate, set the toggle to No before saving.

Recipient Accounts

When a buyer enters a recipient email that does not match an existing user, the system creates a new account for that recipient automatically and enrolls them.

New recipients receive an Quantity Registration invite email — slightly different from the standard new-account email — with a link to set up their password and log in.  Once they login, they will be prompted to fill out any profile fields.

Auto-created accounts behave the same as any other account in your admin and downstream systems:

1. They appear in your standard user list and reports.
2. They sync to your LMS the same way other learner accounts do.
3. They receive standard automated emails (welcome, course reminders, and so on).

There is no separate filter or admin view for accounts that the recipient has not yet logged into — you will see them mixed in with your regular learners.

Note: There is no dedicated KB article for the Quantity Registration new-recipient setup flow yet. If you need to send a recipient instructions, the existing new-account setup article may cover the basics, but the email they received is slightly different.

Refunds and Failed Seats

Refunds for Quantity Registration purchases are processed from the purchasing learner’s account, the same way you process any other refund today. There is no automated refund or self-service cancellation built into the feature.

If a recipient also needs to be unenrolled (for example, the buyer asks for a refund and wants the recipient removed from the course), that is handled separately on the relevant recipient's account through the standard unenrollment process.

When You’ll See a Refund Request

1. A seat shows as Failed. The course filled up, the recipient did not meet a prerequisite, or the section required manager approval. Payment was captured but the recipient is not enrolled.
2. The buyer entered the wrong recipient information. Buyers cannot edit recipient details after they click Pay. The seat must be refunded and the buyer purchases again with the correct details.
3. The course is later canceled. Affected seats need to be refunded individually.
4. The buyer changes their mind. Treated like any other refund request — follow your organization’s refund policy.

How to Process the Refund

1. Locate the purchase on the buyer’s account.
2. Process the refund through your normal refund workflow on that account.
3. If the recipient also needs to be removed from the course, unenroll them on the recipient’s account.
4. Let the buyer know the refund has been processed and when to expect the funds back.

A Failed seat cannot be changed to Enrolled on the buyer's Purchased Seats record. However, an administrator can enroll the recipient separately using the Force Enroll tool, which bypasses most restrictions. The buyer's record will still show the seat as Failed, and the refund should still be processed on the buyer's account..

Note: There is no waitlist for Quantity Registration purchases. If a course is full when the system tries to enroll a recipient, the seat is marked Failed and follows the same refund process as any other Failed seat.

Troubleshooting

Quantity Selector Not Appearing at Checkout

If learners report that no quantity selector appears at checkout for a section that has the toggle set to Yes:

1. Confirm the section’s Quantity Registration toggle is set to Yes and the section was saved after the change.
2. Quantity Registration requires the checkout flow and is available for both paid and free sections, but it does not appear if the shopping cart is disabled for your site (check the DISABLE_SHOPPING_CART parameter).

Saved as Yes, Reloads as No

If you set the toggle to Yes, save the section, and on reload it shows No, escalate to engineering. This is a regression, not a configuration error — the database column or the section entity may not be reading the field correctly.

Section Cap Looks Off

Pending seats are intentionally excluded from the cap calculation. They convert to Enrolled (and count against the cap) only after payment completes. This is by design.

Recipient Did Not Receive an Enrollment Email

Email-send failures are isolated from enrollment status — a missing email does not mean the recipient is not enrolled. Confirm the recipient is Enrolled in your admin view first, then resend the enrollment email manually if needed.

Buyer Wants to Change a Recipient After Paying

Buyers cannot edit recipient information after submitting payment. The seat needs to be canceled and refunded, and the buyer can repurchase with the correct details. See Refunds and Failed Seats above for the process.

Seat Failed Because of a Prerequisite or Approval Requirement

When a recipient does not meet a prerequisite, or when the course requires manager approval, the seat is marked as Failed at enrollment time and the buyer receives a failure notification email. The course was charged for, but the recipient is not enrolled. Process this like any other Failed seat — refund from the buyer’s account, and ask the buyer whether the recipient still wants to attempt enrollment through the normal path.

Best Practices

Pilot before broad rollout. Enable Quantity Registration on a small set of sections first. Watch for Failed seats for the first 48 hours before broader rollout.

Be deliberate on courses with restrictions. Prerequisites and manager approval do not block the buyer at checkout — the purchase succeeds and individual seats fail at enrollment. If you expect frequent Failed seats from these restrictions, decide whether to leave Quantity Registration on for the course or turn it off.

Skip sections that need reporting fields from the enrollee. The buyer-side checkout flow does not collect state, federal, or other reporting fields from recipients.

Coordinate with your support team. Refunds for Failed seats are processed manually from the buyer’s account. Make sure your support team knows the path before you turn the feature on.

Double-check copies. When copying a section that has Quantity Registration turned on, verify the new copy’s setting is correct for its use case before publishing.