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There are many steps necessary to create your registrations and online stores. To ensure the success of your registrations, here's a step-by-step guide to help you along the way.
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Changing seasons
To change your active season, go to the top of the page and click on the breadcrumb trail. Click on the season, and the drop-down list will expand. Select the season you wish to work in.
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REMINDER: Affiliation fees must be activated by national, provincial, and regional organizations before the local organization can create registration fees. If affiliation fees are not activated, the division will be grayed out in the drop-down menu when creating registration fees. |
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Steps | Menu | Best Practices | ||||||
Check that your organization's general information is up to date (required) | Manage Organization | To make changes, click on the General tab and edit in the General information box to make your changes. Your organization's postal address, email address, and telephone number will be displayed on your registration page. | ||||||
Check if your organization's merchant account is activated | Manage Organization | A Merchant Accountallows you to accept credit card payments in your online store. IMPORTANT: If you have a merchant account that was deactivated, you must contact Paysafe to reset your account. To activate a merchant account, please consult the Merchant Account documentation. | ||||||
Update your organization's staff (optional) | Manage Organization | You must add all your organization's volunteers in the Staff tab. | ||||||
Check if installments need to be created or modified (optional) | Catalog Installments | It is possible to rollover installments from a previous season. Check the percentage and date information carefully; if it doesn't fit, you'll need to Add new installments.
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Check if discounts need to be created or modified (optional) | Catalog Discounts | Discounts are imported from one season to the next, so check if you need to change your discounts.
You must create New Discounts if you want to change discount percentages and amounts.
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Check if the terms and conditions need to be created or modified (required) | Catalog Terms and Conditions | Terms and Conditions are imported from one season to the next, so check if you need to change your payment terms. You can also add new Terms and Conditions.
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Check if waivers need to be created or modified (optional) | Catalog Waivers | Waivers are imported from one season to the next, so check if you need to change your waivers. You can also add New Waivers.
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Check if questionnaires need to be created or modified (optional) | Catalog Questionnaires | Questionnaires are imported from one season to the next, so check if you need to make any changes or add new questions. You can also add new Questionnaires. IMPORTANT: you can only add one questionnaire per registration fee, so you can create sections in your questionnaire and ask multiple questions on different subjects.
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Check if other items need to be created or modified (optional) | Catalog Other Items | Other Items are imported from one season to the next, so check if you need to add or change them.
You can also add new Other Items. IMPORTANT: you must not create your registration fees in this section. | ||||||
Check if membership fees need to be created or modified (facultatif) | Catalog Membership Fees |
Membership fees are imported from one season to the next, so if your organization charges affiliation fees, check if any changes need to be made and ensure they are active. IMPORTANT: your organization receives 100% of the registration fee; the membership fee is not deducted from your members' payment. Membership fees will be charged later by your regional or provincial organization. | ||||||
Rollover your fees or create your registration fees for the current season for each division | Catalog Registration Fees |
If possible rollover your registration fees from a previous season and make only the required changes. However, you must link questionnaires, waivers, and installments, as these are not imported when you rollover your registration fees.
If you want, you can also create new registration fees. BEST PRACTICES FOR YOUR REGISTRATION FEES
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Create your online stores | ||||||
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Create your online stores | Manage Online Registration | ** Best practices for creating your online stores **
You can put your referees, coaches, and volunteers in the same store.
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Season | Online Registration General Information | Make sure you set up your store in the right Season. | ||||
Langues | Indicate the Language you want your online store to be in (English, French, or both). If you'd like your store to be in both languages but only one is displayed, go to the menu Manage-Organization, and in the Regional Settings box of the General tab, click on Edit and select the preferred languages. | |||||
Registrar's email address | Enter the registrar's email address. | |||||
Send an email to each registration | If you'd like to receive an email for each registration, you'll see that the box has already been checked. If you don't want to receive an email, uncheck the box. The email address will be indicated in the registrar's email address box.
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Registration Period | Online Registration Registration Period | You must define the start and end dates and times of your Registration Period. If you add a future date and the status of your online store is active, it will open for registrations at the selected date and time. It is possible to close your online store before the selected date by changing the status to close.
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Activity Season | You must select the Activity Season for your Registrations.
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Message | Online Registration Message | You can add a Message to confirm your registration. This message will be displayed at the end of your members' registration process and on their invoices. This option is optional. Here are some suggested messages you can add:
Many other messages can be sent depending on your needs - these are just a few examples.
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Registrations | Online Registrations Registrations | You must add the Registration Fees of your choice, which you will have created in your catalog.
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Other Items | Online Registrations Other Items | You can add any Other Items that you have created in your catalog.
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Terms and Conditions | Online Registrations Terms and Conditions | Select the Terms and Conditions you created in your catalog from the drop-down menu.
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Discounts | Online Registrations Discounts | Select from the drop-down menu the Discounts you have previously created in your catalog.
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Payment Options | Online Registrations Payment Options | Select the Payment Options accepted for your online registration.
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Reviewing your online registrations | Online Registrations Review | The system asks you to Review the information you have created for your online store and confirm your store's creation.
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Online store status | Online Registrations Status | Once you've created your online store, changing its Status to Active is essential. The default status is Draft.
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Share online store | Online Registrations Share | Your coach, official, and volunteer online store must be Shared with other organizations so that members from other organizations can register as coaches, officials, or volunteers in your organization. | ||||
Online store link | Online Registrations Link | You can access your online store by clicking on the small cart image. By clicking on the last icon (small square), you can copy your online store's URL link and send it to your members or display it on your website. | ||||
Hints and Tips | ||||||
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Share the online registration guide for parents and members | Page Registration | Send the online registration guide to your parents and members, and post it on your social networks. This guide will help your members and parents with the registration process. We also suggest you share the documentation on updating your members' credit card information. | ||||
Test the public view of your online store | Online Registrations | Test the public view by clicking on the icon leading to the online store. | ||||
Verify that your merchant account is working | Page Registrations | If you're using a merchant account, make an online transaction to verify your account is linked after testing the public view.
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Make a manual registration | Members Registrations | Make a Manual Registration for a member you really want to register.
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Manual registration for a member who is not in your club | Members Registration Movement | If you want to register a member manually and he is not in your organization, you must first request a Mutation Movement/Transfer. Once the member has been moved to your organization, you can then proceed with Manual Registration.
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Changing the Invoice Recipient | Members Registrations | In the case of manual registration, the recipient on the invoice will be the registered member since the system does not detect who the payor is. You must specify who the payor is by Modifying the invoice recipient and linking his profile to that of the registered member by modifying the identity on the invoice. | ||||
Registration made by the City | Tasks Renew Members | If your city handles your members' registrations, you must still affiliate members registered for the current season. You don't have to set up registration fees and an online store for your players. You must renew members in batch by clicking on the Tasks menu and selecting Renew Members.
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Registration Report | Reports Registrations | If you want to have a list of your registered members, we recommend following the steps below to produce your report.
Once you've selected your filters, click on Search. You can print the report by clicking the Action button and selecting Excel Export.
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