Lodging participant
Online registration function of Resultsvault can be used to connect with one particular active Team nomination process. This is very helpful for receiving team lodgement from independent/seasonal or amateur clubs/teams and consolidate those submissions within 01 place to easily overview
- Total team numbers for a certain league/fixture/tournament
- Total players enrolled per team per league/fixture/tournament
- Any particular grading preferences
- Total receivables from those participation if cost is involved/required
Team nomination forms can be published for collecting team entries from seasonal/amateur clubs/teams using the Member Sign up process.
Technically, the process is exactly the same as what is required in member sign up process. The only difference is the form type should be team lodgement or team renewal and no need to configure any syndication at all. setting up the Member Sign up form, however, team lodgement/team renewal type will be mandatory.
Configuration
Step 1 - Create new membership products
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Navigation Mode: Organization Menu: Members -> Configuration/Setup -->Membership Products |
Here is the dashboard for membership sign up configuration where you can
- Click to Add Member Subscription Product or Edit existing products
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- The following Membership Signup Form - Edit
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- Product screen will display.
- Enter or change the information as follows:
Edit Registration Type/Product | |
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Registration Type/Product Details | This section will control various aspects of products you publish online. These products will be available for participant to registerregistration. |
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Name* | Will display as drop down option a dropdown list for interested client prospective participant to select. Should be short & unique. |
Category | This helps to nest group products into four main sections for managerial purposemanagement purposes.
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Description | This is a longer description of the product, which and will display underneath the product name on a signup form. |
Price * | Price of the product (must be inclusive of any tax specified). Enter prices in the same currency set up on your membership form. Changing the price after any products have been sold do not affect these previous sales. |
Class * | Select a product class from one of two main types: *
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Number available | If you wish to track inventory for this product, enter the number of this type of product you currently have available. The system will decrease this number automatically as items are sold, and when the number reaches zero, the product will no longer be able to be selected on a membership form. You can change this number at any time (eg e.g. as more stock arrives). Leave the field blank if you have unlimited items or do not wish to track inventory. The available numbers will be displayed at on the client's screen when they register. |
Available until | If you wish to have a cut-off date for sale of this product, enter the date here. The product will no longer be able to be selected on a membership form after this date. Leave the date blank if you do not wish to have a cut-off date. |
Active | Check the box to make the product active. Any products made inactive will not be able to be selected on a membership form (even if the form has previously been set up to include them). |
Subscription settings | |
Start/End date | These dates are for indicating the opening and expiry of registration period. Participant can not cannot lodge in a product beyond the Start and End date. |
Person Role * | A product must be linked to a person role. This means for new signups, the role is automatically created within the system for their person record. For example, a 'senior player' subscription can be linked to the 'PLAYER:SENIOR' role. |
Registration settings | |
Discount fields | |
General discount | Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total. |
Early discount | Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total up until the date entered in the Early Discount Cutoff Date field. |
To save your changes, click the Update button.the Update button.
*Required field.
Step 2 - Create a member signup form
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Navigation Mode: Competition Management Menu: Members ->Configuration/Setup-->Membership Signup form |
- Click on Add new Online registration form
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- The Edit Online Registration Form screen will display.
- Enter or change information as follows:
General Settings | ||||||
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Form Type | Choose Team Lodgement type out of 033 available options which are (i):
Team Lodgement and Team Renewal type will enable you to connect the form with corresponding Team nomination forms. | |||||
Corresponding Team Nomination Form | Select the appropriate team nomination forms you want the new participant lodgement will to fall under. This is the only item which that differentiates the Team nomination - participant from normal member signup configuration. | |||||
Title * | This displays at the top of the public form (that is the form that is accessed by the user/visitor/member) just underneath the name of the current organisation. | |||||
Top Description | Enter a HTML description that will appear on the product selection page, at the top (just under the title). Click the Edit HTML link to launch a HTML Editor. | |||||
Bottom Description | Enter a HTML description that will appear on the product selection page, at the bottom (under the product selection area). Click the Edit HTML link to launch a HTML Editor. | |||||
Status |
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Sort Order |
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Preview | Membership signup forms can be accessed either via the ResultsVault public site, or via a SportzVault web site. The links have an embedded parameter that allows the forms to be displayed, even if they are not in the ACTIVE status (i.e. TEST MODE). Use the SHARE LINK functionality to copy or share the link on other platforms. | |||||
Public Access URLs | Membership signup forms can be accessed either via the ResultsVault public site, or via a SportzVault web site. The links as shown here should be used to publicize your signup form - e.g. via a menu item or link from your website, or in a bulk email. | Note, the
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Disclaimer | If you wish a disclaimer/terms and conditions page to display as part of the signup process, select it here. If selected, the user will have to check a box to signify they agree with accept these conditions. | |||||
Contact Name | Enter a contact name for this form. This can either be an actual person, or the name of an organisation. This will display in a help link at the bottom of the public form that customers can click to contact for help or further information. Any confirmation emails sent to customers also are sent from this name. | |||||
Contact Email | Enter a contact email for this form. This address will be used in a help link at the bottom of the public form that customers can click to contact for help or further information. Any confirmation emails sent to customers also are sent from this address, and replies will come back to this address. | |||||
Payment Settings | ||||||
Payment Gateway | The payment gateway is displayed here. This can only be setup by technical contacting support. Be | |||||
Allow Offline Payment | Check the box if you also wish to enable 'offline' payment (ie payments (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 which that can be printed and sent insubmitted. | |||||
Offline Payment Description | Enter a HTML description that will display to give the customer further information about offline payment (e.g. your address details, who to address cheques to etc). Click the Edit HTML link to launch a HTML Editor. | |||||
Currency format | Enter the currency symbol - eg e.g. $. | |||||
Tax Description | Enter a tax description if applicable - eg e.g. GST | |||||
Tax rate (%) | Enter a tax rate if applicable. Note, that 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 | ||||||
Form Fields | Select the fields you wish to display on the form. You must select First Name, Last Name and Email address as a minimum. All the standard person fields and any custom fields applicable for the current organisation are available for selection. You can order the fields by clicking the Move Up and Move Down buttons. Advanced Field Properties
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Registration Type/Products | ||||||
Products | It is possible to select any number of the products you have set up for customers to choose on the signup form.
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Advanced Settings | ||||||
Advanced settings | Behavior options Manually approve all new registrants - Choose this if you wish all new registration registrations pending for your manual approvalto be manual approved. Syndication options NO need to choose any of the below options as this form is automatically connected with corresponding team nomination process and entered team label will be recorded into the system. The available options are used for regular member sign up forms. Syndicate to Entity Teams - Choose this will show drop down dropdown list of available entity teams for register registration in the online form |
Hit Update to save configurations.
Step 3 - Test out all settings
Back to Conguration screen, you can see preview link enabled for
The Configuration screen enables a preview link for all properly set up formforms. Click on Preview link for a particular form will Preview button to open the client registration screen so that you can actually register and test out whether it all works.
Below is the redirected screen when "New season team entry" is clicked upon:
New participants can then click the Get Started button and proceed with all registrations stages.
Participant is then asked for entering their nominated Team name, grading preferences (i.e. nomination categories) and Types of registrations (.ie. registration products).
This completes the Online Team Nomination setup.