Checklist

Steps

Section

Tab

1

Verify that the general information is entered correctly

Manage

Organization

General

2

Make sure that the merchant account is activated

Manage

Organization

Merchant Accounts

3

Verify if one or more installment(s) have been created (Optional)

Catalog

Finance

Installment

4

Verify if one or more discount(s) have been created (Optional)

Catalog

Finance

Discounts

5

Verify if terms & conditions have been created (mandatory)

Catalog

Legal and forms

Terms & conditions

6

Verify if one or more waiver(s) have been created (Optional)

Catalog

Legal and forms

Waivers

7

Verify if one or more questionnaire(s) have been created (Optional)

Catalog

Legal and forms

Questionnaires

8

Check if other items have been created (Optional)

Catalog

Legal and forms

Others items

9

Make sure that registration fees have been set up properly for each category

Catalog

Products and Services

Registration Fees

10

For each registration fee, ensure that the price is indicated and that the status is set to active

Catalog

Registration Fees

 

11

In the Online Registration, click on the store to view the information entered

Manage

Online Registration

 

12

Make sure that there is a meaningful title, a proper email address for the registrar, a start date and an end date as well as a confirmation message (optional)

Online Registration

Overview

General Information

13

Make sure that there are terms and conditions and that payment methods have been chosen

Online Registration

Overview

Terms & Conditions

14

Make sure that the store is active!

Online Registration

 

 

OPTIONAL

16

The discount is optional, but you can ask MHAs if their absence is voluntary

Online Registration

Terms & Conditions, and discounts

 

17

The questionnaires, waivers and installment functionalities are optional, but you can ask MHAs if their absence is voluntary

Online Registration

Items and Fees

 

18

If there are no other items, you can mention it to the MHA

Catalog

Products and Services

Other Items

19

Test the public view by clicking on the icon that leads to the registration store

Online Registration

Overview

 

19

Complete 1 online transaction if you are using a merchant account, this will ensure your account is properly linked

Parents Guide - Online Registration

 

 

20

Test a manual registration for each age. Please let us know if you need to add age restrictions for a certain category

Members Manual registration