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Create a New Clinic

To create a new clinic, click on Click +Create Clinic in the top right corner to create a new clinic.

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Note: If you have started creating a clinic but it is not completeare incomplete, you will see this message. You can continue creating your previous clinic, or you can choose to create a new one.

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You can use the suggested name, which will automatically populate, or you can edit the name as required.

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If you have a Moodle training in your clinic, you must select the following items:

  • Moodle courses: Select course the clinic name

  • Passing Grade : Inscrire la note de passage souhaitée à l’examen final du cours afin que les participants puissent avoir sa qualification à ce cours Moodle.

  • Required session type type: Defines the settings according to which the system will give the qualification.

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Note: when Moodle is used, qualification will be given by a script programmed once a day. Qualifications will never be awarded as soon as moodle Moodle content has been completed.

  • Online - Recorded/On Demand: This option is used when there is only one Moodle course in the clinic, ; the system will check the passing grade and add the qualification if the participant has achieved the minimum required grade.

  • Online - Live: This option is used when a participant has a live online training in addition to the Moodle course, ; both sessions must be in the same course. The instructor will indicate whether the participant attended the training. The combination of the successful Moodle with the passing grade and the instructor's addition of attendance will result in the system giving the member the qualification.

  • In-Person: This option is used when a participant has an on-ice session after his Moodle training, and both sessions are in the same clinic. The instructor will indicate whether the participant attended the training. The combination of a successful Moodle with the passing grade and the instructor's addition of presence will result in the system giving the member the qualification.

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Note: it's not possible to add adding a Moodle course to a clinic is impossible while there participants are participants registered in the clinicthere. You need to must create a new clinic and transfer the registered participants from the old clinic to the new one.

Please refer to the document Transfer clinicClinic to transfer your participants.

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Choose the type of expiry - No Expiration, Fixed Period, or Fixed Date.

Fixed Period - Set the number of years the qualification will be valid for. Example: If a qualification is completed on March 1, 2022, and the expiry is set for 3 three years, the qualification will expiry expire on March 1, 2025.

Fixed Date - Set the duration the qualification is valid for and the date it will expire. Example: The qualification is valid for 3 three years , and is set to expire on August 31. The member completes completed the course on October 1, 2022, ; the qualification will expiry expire on August 31, 2025.

If there is no expiry date, select No Expiration.

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Prerequisites

To add a prerequisite, click on + Add a group. Then, you select the prerequisites for your clinics from the drop-down list and choose whether they are All mandatory or At least one mandatory.

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You can select multiple qualifications and indicatethemas a prerequisite

  • At least one mandatory: This option allows you to combine several qualifications, including those considered equivalencies, ; your participants must have at least one of them to register.

  • All Mandatory: This option allows you to select one or more qualifications, ; your participants must have all of them to register.

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Note: It's not possible impossible to add prerequisites to a clinic while there participants are participants registered in the clinic. You must create a new clinic and transfer the registered participants from the old clinic to the new one.

Please refer to the document Transfer clinicClinic to transfer your participants.

Attendees

The attendeeparticipant's section allows lets you to manage the members who can participate take part in your clinic course and define different various parameters such as :

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  • Participant type

    • If this clinic is open to participants who do not yet have a member type, please leave the

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    • Participant type field blank.

  • Minimum and maximum number of participants

    • If no minimum or maximum number is entered, the number of registrations for your clinic will be unlimited.

  • Minimum and maximum age restrictions

    • If you don't specify an age, participants of any age can register for your clinic.

  • Waiting list

    • To add a waiting list, you must enter the maximum number of participants you will accept at your clinic.

  • Background checks

    • If you check this box, all participants must have a valid background check before registering for a clinic (Note: this only applies to members aged 18 and over).

Note

VERY IMPORTANT - REMEMBER, if you add an attendee type, that participant must have this member type on their profile before they can register.

Note: Member types get reset every year. To get a member type added to a profile, the participant must

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register in that season,

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be rostered to a team, or complete a clinic.

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Description

The description section gives you a place to enter text (optional).

Note: you can format the text by choosing from the options in the red box.

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Note: If you want to copy and paste text, the mouse will not work, ; please use Ctrl+C to copy and Ctrl+V to paste.

Click on Next to move on to step 2 to create your clinic.

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Step 2 - Session(s) Information

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In this section, you can add a contact or add an instructor for the clinic. You can add a contact that is someone other than yourself by clicking +add a contact or +add an instructor. You can also add yourself as the contact by clicking on the link.

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 After selecting your contact or your instructor, the system will ask you for the following information:

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The system will then ask you to link the contact's or instructor's account. If an account is already created, the system will show you the available accounts, and if no account is linked, you must Create a new account to link the contact or the instructor to an account. Once completed, click Next.

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By giving your instructors access to the clinic, they will be able to access the clinic can access it from the Membermenu in My Account, and a new Clinic Management tab will be available.

For additional information on clinic management for an instructor, please refer to the My Account - Member - Clinic Management documentation.

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Infowarning

Note: If you have selected the Skip link option, you will not be able to cannot give the instructor access to the clinic. His account must be linked to the clinic.

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  • In-person: The clinic is in person; you must indicate the address, date, time, and duration and add a note if desired (this option is optional).

  • Online - Live: The clinic takes place occurs online at a specific date and time. You must indicate the URL link, the date, the time, and the duration and add a note if desired (this option is optional).

  • Online - On Demand: The clinic is held online and can be done by the participant at a time that is most convenient for them but before the deadline. You must indicate the URL link, the start and end date and time, and the duration, and add a note if desired (this option is optional)

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Note: You must leave the URL Link box blank.

Click on Next to move on to step 3 to create your clinic.

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Step 3 - Communications

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The communications section is broken down into three sections:

  • Questionnaires

  • Registration communicationconfirmation

  • Confirmation email

Questionnaires

In this section, you can attach any terms and conditions, questionnaires, and waivers for your clinic. These all should be created in the catalog section, which you can quickly view by clicking here.

Only the The payment conditions are mandatory; the questionnaire and the waivers are optional.

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Note: You can only add one term and condition, one questionnaire, and many waivers.

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Registration and Email Confirmation

Once In the confirmation and registration is complete, the participant will see a pop up window with the registration confirmation message. Enter the text you want shown here. You also add documents for the member to download.

If you would like to copy and paste information here, please remember that the mouse does not work, you will need to use Ctrl+C and Ctrl+V.

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 Confirmation Email

A confirmation email will be sent to the participant. Enter the information that you would like included in the email. You can add documents for download to the member, by clicking on Add Document.

If you would like to copy and paste information here, please remember that the mouse does not work, you will need to use Ctrl+C and Ctrl+V.

Once, complete, click Next.

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email section, you can add a text confirming the member's registration for the clinic. This message will be displayed at the end of the member's registration process and in the confirmation email.

This text is mandatory, and we have many formatting options, as indicated by the red box. It is also possible to add an attachment to the message.

Note: If you want, you can add the same registration confirmation message and confirmation email.

Click on Next to move on to step 4 to create your clinic.

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Note: If you want to copy and paste text, the mouse will not work; please use Ctrl+C to copy and Ctrl+V to paste.

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Step 4 - Payment Option(s)

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If there are no items for purchase for your clinic, or your clinic is free of charge, you can create a $0 item , and make it mandatory.

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Note: At least one item must be set to mandatory.

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To create a new clinic item: Click on , click Create and add an item. You can make the item mandatory and indicate that taxes will be applied. 

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Payment Methods

Select the method of payments you would like to offer. If you have a You can add the payment methods you wish to accept in this section. The drop-down list is connected to your merchant account, and would like to add a credit card as a method of payment, use the drop-down to select your account. Once Complete, click Nextyou can check the boxes to determine which manual payment methods will be accepted.

You must select at least one payment method.

Click on Next to move on to step 5 to create your clinic.

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Step 5 - Review

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The final step is to review all the information for your clinic.

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If you need to make any changes, you can click on the blue edit button in the upper right corner of each section.

 Once you have reviewed the clinic information, you can click on the Create clinicClinic button at the bottom of the page. Your clinic will be created as a draft, and you will need to must make it active for members to register.

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