Automated Training Registration & Capacity Management

Project Overview

• Automated training registration
• Branch-specific schedules
• Capacity monitoring
• Registration confirmation emails
• Availability controls designed to prevent overbooking

Workflow Breakdown

1. 01

   Registration

   Participants register through a Tally Form.

2. 02

   Branch routing

   Each submission follows its branch's own schedule.

3. 03

   Capacity check

   Seat counts are monitored in Google Sheets.

4. 04

   Availability control

   Controls help prevent sessions from being overbooked.

5. 05

   Confirmation

   Registrants receive an automated confirmation email.

Tools & Integrations

Video Walkthrough

Workflow Gallery

AllProcess OverviewWorkflow OverviewAutomated ResponseTracking & MonitoringRegistration Form

Process Overview

Training Registration Process Overview

Simplified overview of the automated training registration process, covering form submission, payment confirmation, centralized tracking, and training slot management.

Workflow Overview

Make Automation Workflow

Two connected automation scenarios built in Make: capturing new Tally registrations in Google Sheets, followed by payment confirmation notifications and training capacity updates using the Tally API.

Automated Response

Payment Confirmation Email

Automated email sent after payment verification, confirming the trainee's registration and providing training details, including the selected branch, schedule, and payment status.

Tracking & Monitoring

Training Registration Tracker

Google Sheets database used to monitor trainee registrations, selected branches, payment verification, confirmation emails, and enrollment records.

Registration Form

Tally Registration Form

Customer-facing registration form collecting trainee information, preferred training branch, and payment proof for automated enrollment processing.

Key Takeaways

• Building branch-specific logic in Make
• Using a spreadsheet as a live capacity tracker
• Automating registrant communication