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Manual Registration
Go to the Member Registration tab and click +Add
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FirstTo register a participant manually, click +Add in the Registration tab.
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A window with registration options will appear; first, select the season , and the member type - this will open the registration options. By default, the available registrations will be shown that are linked to the age group of the participant. To show packages for under or overage groups, put a checkmark in the box for Show all packages.
Then, select from the dropdown the registration package, or choose No registration, if you are selecting an Other Item fee. (see documentation Adding an Other Item)
Note: To add waivers only, select Manual Registration with Waivers Only.
The price will populate from what is set by the catalog, but can be adjusted as needed. Using the example from the image, the fee in the box is the amount that goes to the association. The added fee is the membership fee, and the total is the amount that the participant pays. 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 registration documentation.
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.
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IMPORTANT: This fee split is provided for information only, as members will pay the total amount at the time of payment. Fees collected by your provincial or regional organization will be charged later. |
The date and time of the manual registration entry can be update.updated
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To add an Other Item to the registration, click the ‘+' next to the item. To change the amount of the fee, enter the new costamount. To change the price back return to the original price, click refreshon Refresh.
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Select the method of payment. Participants will receive a pop-up window in My Account notifying them that there is a payment to make.
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For the questionnaires, you can answer them, either complete the questionnaire for your member or click skip on Skip all questionnaires. Participants will be asked to complete the questionnaire then they log onto My Account.
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so that the member can complete the questionnaire in My Account.
If you want the questionnaire to appear in the member's Spordle My Account To-Do menu, you must ensure that you have at least one mandatory question in your questionnaire. Otherwise, the questionnaire will appear in the Purchases menu of My Account and will not be mandatory.
When the member logs on to My Account, a task in the To-Do menu will appear for the member to complete.
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You can click on Skip all waiverwaivers to bypassed avoid answering them. Waivers that have not been signed will generate a pop-up window appear in the To-Do menu in My Account the next time the participant logs in. The other option is to manually accept the waivers on behave of the participantparticipant's waivers manually. To accept it, click on the answer , then and choose Verbal agreement collected or Physical agreement collected.
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Once you confirm the registration, it is complete.
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or Physical agreement.
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Note: for security reasons, we suggest you avoid signing waivers on behalf of your members. If you have no choice but to sign them, ensure you have written confirmation from the member. Printing waivers so the member can sign them manually is possible. To print them, go to Report and Print registration form; the last pages of the form will be all your waivers. |
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Confirm your registration to finalize the process.
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Click on See Invoice.
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Adding other fees to a registration
If a member's registration has been completed (online or manually) and you wish to add Other Items, please follow the procedure below:
Go to the Member Registrations tab and click on +Add.
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Select member type
In the Registration box, select No registration
If you wish, you can change the registration date and time.
Click on Next
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Select the Other Items and click Next.
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Select payment method.
Click on Next.
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Note: A To-Dotask will appear in the member's My Account to inform them that a payment will be made. |
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A window will appear to confirm the purchase. Click Confirm to finalize the process.
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Click on See Invoice.
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Action to do for manual transactions
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.
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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. |
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Change invoice recipient and link to Spordle My Account
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 the Invoice tab, click on Modify.
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Note: you can access the invoice by clicking the blue transaction link in the Registrations or Transactions tab. |
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Select Identity.
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If an account is already linked to the member, please select it and click on Confirm.
If no account is linked or you wish to link another to this member, click + Create a new account.
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Complete the recipient information :
First name
Last name
Email
Language
Click on Create
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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. |
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Note: if the paying member already had a My Account Spordle, a window will open informing you that the account already exists and asking you to confirm that you want to link the member to this existing account. Click on the Link. |
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The name of the recipient on the invoice will be modified.
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Accounts linked to this member will be displayed in the Overview tab under the Linked Accounts section.
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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.
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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.
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You can also invite the member to consult Spordle My Account to get the invoice in the Purchases menu.
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