Checklist to launch Online Registration
- Kim Thomas
- Annick Chiasson
Steps | Menu | Section | Tab | |
1 | Verify that the general information is entered correctly | Manage | Organization | |
2 | Make sure that the merchant account is activated | Manage | Organization | |
3 | Verify if one or more installment(s) have been created (Optional) | Catalog | Finance | |
4 | Verify if one or more discount(s) have been created (Optional) | Catalog | Finance | |
5 | Verify if terms & conditions have been created (mandatory) | Catalog | Legal and forms | |
6 | Verify if one or more waiver(s) have been created (Optional) | Catalog | Legal and forms | |
7 | Verify if one or more questionnaire(s) have been created (Optional) | Catalog | Legal and forms | |
8 | Check if other items have been created (Optional) | Catalog | Legal and forms | |
9 | Make sure that registration fees have been set up properly for each category | Catalog | Products and Services | |
10 | For each registration fee, ensure that the price is indicated and that the status is set to active | Catalog | Â | |
11 | In the Online Registration, click on the store to view the information entered | Manage | Â | |
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 | |
13 | Make sure that there are terms and conditions and that payment methods have been chosen | Online Registration | Overview | |
14 | Make sure that the store is active! | Â | Â | |
OPTIONAL | ||||
16 | The discount is optional, but you can ask MHAs if their absence is voluntary | Online Registration | Â | |
17 | The questionnaires, waivers and installment functionalities are optional, but you can ask MHAs if their absence is voluntary | Online Registration | Â | |
18 | If there are no other items, you can mention it to the MHA | Catalog | Products and Services | |
19 | Test the public view by clicking on the icon that leads to the registration store | Online Registration | Â | |
19 | Complete 1 online transaction if you are using a merchant account, this will ensure your account is properly linked | Â | Â | |
20 | Test a manual registration for each age. Please let us know if you need to add age restrictions for a certain category | Â | Â | |
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