Online registration is you can view and/or create new online stores.
Display:
Order: The order the stores will be displaying on the page
Name: The store name
Start/End Date: The dates that your online store will be available between
Status: The status of your store - Draft, Active or Closed
Online Store Side Panel:
From the side panel, you will be able to edit the language (if you association is set up for French and English), update the status (draft, active or closed), change the sort order and the name of the store. You will also be able to view the number of registrations and Other items sold.
Note: From the Action button, you will be able to delete the store, but only if no registrations have been sold.
Create and Manage an Online Registration
Organizations can process and manage registrations through the HCR online store.
Before creating your online store, there are a number of items that need to be considered and / or complete.
Create waiver (optional)
Create terms and conditions (mandatory) - Example: Refund policy
Create questionnaire (optional)
Create installment (optional)
Create discounts (optional)
Create registration prices (mandatory)
Create Other Items (optional)
To create an online registration: click on ‘create a new online store’ which is located to the right of the page.
There are four steps to complete the set up of an online registration store:
General information
Items and fees
Terms and conditions, discounts and payment
Review
Step 1 - General information
In this selection, select the language, enter the registrar’s email address and add a name for your online store. Next, define the registration start and end dates. You can also add a confirmation message (optional). Click ‘Next’ to get to step 2.
Step 2 - Items and fees
Here you will be able to import registration fees and items that were set up in the Catalog section by clicking ‘+Add’. Click on ‘Next’ to get to step 3.
Step 3 - Terms and conditions, discounts and payment
Select the terms and conditions and the discounts that apply to this registration by using the dropdown menus. If you allow for credit card payments, choose your merchant account, and check off the available payment options. Click ‘Next’ to get to step 4.
Step 4 - Review
Verify that all the information you’ve entered for the online store is set up correctly and click ‘Create Online Store’ at the bottom of the page.
View and Manage Registration
When selecting online registration from the menu, you’ll be able to view information regarding the stores that you have created - name, start and end dates, and the status (draft, active or closed).
By clicking on a highlighted store, a side panel will be displayed with a summary of the information related to this store.
To review the complete details of a specific online registration store (overview, registration list, transactions, and other items) click on the store title.
Overview Tab: The overview will display all the set up information. Note: if your store is live, and you need to make a change, move your store back to draft, make your updates, and reset it to active when it is complete.
Other Items Tab: If you have set up Other Items as an option for your online store, you can view a list of items purchased here, and you can generate an Excel report by clicking on Export.
Registration Tab: A list of all your registrations will be displayed and you can generate an Excel report by clicking on Export. Note: All registered members are flagged with a pending status by default. You must confirm a member’s registration in order to add them to a roster. To manage a specific registration, click on the registration to open a summary side panel. You can view the registration details, the transaction details as well as the answers to the questionnaires.
Transaction Tab: A detailed list of your transactions will be displayed and you can generate an Excel report by clicking on Export. By clicking on the transaction number, the official invoice will open and you can view the details of the transaction, including the installments, the amount paid as well as the amount that is due. Refund: To refund a member, you must click on the action button and select refund.