| Table of Contents |
|---|
Manual Registration
To register a participant manually, click +Add in the Registration tab.
...
A window with registration options will appear; first, select the season and member type. The available registration packages will be displayed by default according to the member's age group. You must check the Show All Packages box to display packages not in the participant's age group.
Select the registration package from the drop-down list, or select No registration to select only Other Items.
For Other Items, see Adding Other Items for registrationdocumentation.
The price will be displayed as defined in the catalog but can be modified as required. Using the example below, the fees in the box on the left are those that the local organization will collect, the fees in the middle are the membership fees that will be charged to you by your provincial and regional organization at a later date, and the fees on the right represent the total that the participant must pay.
...
To add an Other Item to the registration, click the + next to the item. To change the fee, enter the new amount. To return to the original price, click on Refresh.
...
Select the method of payment. Participants will receive a pop-up window in My Account notifying them that there is a payment to make.
| Info |
|---|
An item will appear in the "To do" tab of My Spordle account, informing participants that a payment is due. See related documentation: My Spordle Account - To Do |
For questionnaires, you can either complete the questionnaire for your member or click on Skip all questionnaires so that the member can complete the questionnaire in My Account.
| Info |
|---|
...
For the questionnaire to appear in the |
...
"To do" tab of My Spordle account and be completed, it must contain at least one mandatory question |
...
. Otherwise, |
...
it will |
...
be displayed in the "Purchases |
...
" menu, as it is not considered mandatory. |
...
You can click on Skip all waivers to avoid answering them. Waivers that have not been signed will appear in the To-Do menu in My Account the next time the participant logs in. The other option is to accept the participant's waivers manually. To accept, click on the answer and choose Verbal agreement or Physical agreement.
...
Confirm your registration to finalize the process.
...
Click on See Invoice.
...
You will then need to follow the steps below to ensure that the member has access to their invoice. Manual registration | Steps to follow to make the invoice available to the member
Adding other fees to a registration
...
A window will appear to confirm the purchase. Click Confirm to finalize the process.
...
Click on See Invoice.
...
...
You will need to follow the steps below to ensure that the member has access to their invoice.
Steps to follow to make the invoice available to the member
After manually registration or purchasing Other Items, two actions must be taken so that the member can access his invoice in Spordle My Account and receive the invoice by email.
Link the registered member's account to their Spordle My Account or to that of the paying member.
Send invoice to member.
| Info |
|---|
Note: If you have selected the credit card payment method, the system will automatically ask you to link a member to this transaction. The members will receive a message notifying them that they have a transaction to pay, including a link to Spordle My Account. However, the member will not receive the invoice by email; he must consult it in his account, or you must return it by email by following the procedure below. |
...
...
Link the registered member's account to their Spordle My Account or to that of the paying member.
By default, the invoice will be in the name of the member registered or for whom other items were purchased since the system does not detect who the buyer is. Also, if you have selected a manual payment method, the member's account will not be linked to the invoice, even if the payer is also the member you have registered.
You must change the identity on the invoice and link the member's account to ensure that the paying member is linked to the participant and that the invoice is displayed in My Account.
In In the Invoice tab, click on Modify.
...
First name
Last name
Email
Language
Click on Create
...
| Info |
|---|
Note: if the paying member has not yet created a Spordle My Account, they will receive an email inviting them to create their account with a password valid for seven days. |
...
Accounts linked to this member will be displayed in the Overview tab via the member profile under the Linked Accounts section.
...
| Info |
|---|
Note: A To-Do task will appear in the member's My Account to inform them that a payment will be made. |
Resend invoice
Since the paying member was not identified during manual registration or purchase of other items, you must send the invoice manually to the member.
| Info |
|---|
Note: after linking the invoice to a Spordle account, you must complete this step. |
...
To send the invoice, select the Transactions tab, select the registration to open the side panel, click the Action button, and then on Resend invoice.
The member linked to the invoice will receive the invoice by email.
...
You can also invite the member to consult Spordle My Account to get the invoice in the Purchases menu.
...