The first step in setting up a manual or online registration is to configure the catalog section. The Catalog section is where you set up your service offering for one season. To access this section click on Catalog on the main left menu.
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We strongly recommend setting up your catalog following these steps: 1. Legal and Forms, 2. Finances, 3. Product and Services
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Legal and Forms - Questionnaires
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To Add a Questionnaire: click on Questionnaires from the list of options under the Legal and Forms section, then click Add. Once you have added the sections and questions, click Create.
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Questionnaires can be created (if needed) with multiple selections and questions.
Questions can be set up for short answers, simple selection, multiple sections, date, time, or number selection.
Questions can be set as required (optional)
To Edit Questionnaire: click on the questionnaire, make your modifications, and click Save.
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Video Tutorial
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To Add a Waiver: click on Waivers from the list of options under the Legal and Forms section, then click Add. Once you have completed the waiver, click Save.
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A list of waivers that you have created will be displayed, giving you an overview of which ones you have made mandatory, and their status.
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To add Terms and Conditions: click on Terms and Conditions from the list of options under the Legal and Forms section, then click Add. Once it is complete, confirm that it is set to active and click Add.
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Video Tutorial
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Finances - Discounts
For organizations that use Online registration only.
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Select the Multi-Participant type
Choose the mode $ or %
Add a title
Set the rules for which participant(s) to apply the discount to. Ie: second child, third child, etc.
Create an expiration date for the discount rule (if needed).
Click Save
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Note: You can edit the status of the discount - active or inactive by clicking on the the discount from the list view |
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To add a Installment: click on Installments from the list of options under the Finances section, then click Add. Decide on the number of payment, and enter the % for the initial payment. You can define the percentage (%) and dates for each installment that follows. Remember, the percentage of the initial payment and the percentage of the installments must add to 100%.
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Video Tutorial
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To add Membership Fees: click on membership fees from the list of options under the Products and Services section, then click Add.
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To add Registration Fees: click on registration fees from the list of options under the Products and Services section, then click Add. Select the Member type, Active or Inactive, Category and Number of Available Places. Next, enter the fees, and choose the questionnaires, waivers and installment options you want applied to this registration.
Video Tutorial
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To add Other Items: click on Other Items from the list of options under the Products and Services section, then click Add.
Video Tutorial
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To add Clinic Items: click on clinic Items from the list of options under the Products and Services section, then click Add.
Video Tutorial