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  • Create Membership Form

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Payment Gateway

The payment gateway is displayed here. This can only be setup by contacting support.

Allow Offline Payment

Check the box if you also wish to enable 'offline' payment (i.e. where a customer needs to pay after the signup via a manual method such as mailing a cheque).

If offline payment is selected, the customer will have access to print a form, complete it and send it in.

Offline Payment Description

Text entered here will display on the payment page. Editing this text will open our HTML editor that can be used to add style to the text. This text should briefly describe the process for making offline payments (i.e. instructions for direct deposits, details for paying by cheque etc.)

Currency format

Enter the currency symbol - e.g. $.

Tax Description

Enter a tax description if applicable - e.g. GST.

Tax rate (%)

Enter a tax rate if applicable.

Note

All product prices specified must be inclusive of any tax (i.e the system does not add tax on to these prices). The tax collected is calculated in other reports.



Form fields

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Personal fieldsThese are fixed in the order they appear on the form. You will not be able to make changes to these fields. Some fields are locked and mandatory by default and must appear on all forms.
Other fieldsYou can add additional standard fields or your own custom fields to sign up forms. Optionally enter a display name for the field. If you don't enter a display name, the field label will be that of the field itself. You can change the order of appearance of the fields by using the Move Up and Move Down buttons.

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Registration Type/Products

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Products can be added to forms as either a radio button or checkbox option. 

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Products can only be selected in one of the sections - i.e it is not possible to select as both a 'radio' and 'checkbox' item.

 

 

Advanced settings

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Behaviour options

Manually approve all new registrantsPlayers that did not exist in the database prior to registering will need to be manually approved in order to activate their records,
Create Logins for new registrants

An invitation will be sent to new participants to allow them to create a participant login. It is recommended that this option be checked, as having a login makes future online purchases easier.

Use Simple Mode Process

The aim of simple mode is to streamline the information gathering process. It should only be used on forms that have a single product which does not require an online payment.

Simple Mode:

  • Removes Product selection from the sign up process, the first listed product is automatically selected.
  • Removes the Disclaimer section from the sign up process.
  • Removes the participant Detail review section from the sign up process.
  • Removes the Payment Screen from the sign up process, payments are automatically accepted.
Omit pay by credit card information from offline payment form This removes the section for credit card details from the offline payment printout.
Display payment split information if possibleIncludes a breakdown of the distribution of the payment within the organisation hierarchy in the registration detail section of a participant's record.
Allow sign ups on behalf of family membersThis activates family discount options for participants that have logged in to register.

Allow no team preference

When signing up for a team, players can choose to not select an existing team. Players that choose to do this will need to be assigned to a team by administrators.

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