Ivrnet Client Services
  Monday, November 18, 2019  
 
 
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Online Registration Help Documents

 

  1. Online Registration - Email Subscribe Option - Setup Instructions
  2. How do I shut down my Online Registration?
  3. How do I add a link within the waiver page in the Online Registration process?
  4. The Registration Note Options are missing from the drop down?
  5. Is there a way to see current registrations that do not have payments applied yet?

  6. Must add Refund Policy to your Online Registration (OLR) Setup - General Settings

 

 

 


 

Online Registration - Email Subscribe Option - Setup Instructions

Please note that Ivrnet has added a second waiver to your online registration. The waiver is titled “Email Subscribe Text” . This waiver will appear on all online registrations and the waiver seeks the consent of your members for the collection and use of their personal information in conjunction with Canada’s anti-spam legislation (CASL). 

 

Standard text will appear automatically, but you have the ability to modify this text. To edit the text, please go to your Online Registration setup, click “Edit Forms” and “Edit Waiver”. Once updated, click SAVE and the changes will take place immediately.

 

 

 

 

 


How do I shut down my Online Registration?

To shut down your Online Registration - you do not have to remove the link to the Members Area.

 

Log into ITSN V2.1 and go to Setup->OLR Setup

Click Continue

Click Edit Existing Registration

Click Registration Listing

Click EDIT beside the Online Registration Form you wish to turn off

 

Change the Registration End Date to yesterday's date.

This link will no longer be available to your members to register to.

The reason why you do not want to remove the link from the website, is so that your members can log back into the system and look or print their invoices, if needed.

 
 

 

 


 

 

Set Fees and Caps - What is Caps?

How do I add a link within the waiver page in the Online Registration process?

In the Online Registration Process - there is an option to Set Fees and Caps

 

Set Fees - these are your mandatory fees for each category that your player is registering to.

 

Set Caps - this is how many players that your club has room for, in the upcoming season.

 

What happens when your registrations reach this CAP?

 

  • No one will be able to register to that particular category - it will state that it is currently full in bright RED letters.
  • You can add a NEW category (identified as Waitlist) and a new fee type in the amount of $0 (or with an amount, depending on what your club would like to do).
  • You will then be able to collect additional players who are interested to play and are willing to be added to the waitlist.

 

How do I add a link within the waiver page in the Online Registration process?

How do I add a link within the waiver page in the Online Registration process?

You can use HTML to add the link to the waiver.  

example: <a href="http://www.websitedomian.com/schedule" target="_blank">Click to View Our Schedule!</a>

Having the target="_blank" will ensure that the link opens in a new tab/browser so it doesn't take them out of the Members Area.

 

 

The Registration Note Options are missing from the drop down?

 

The Registration Note Options are missing from the drop down?

 

If the registration note options are missing from your drop down option in either the Online Registration Form or the POS(point of sale) process, please check your setup.

 

If there is a "," (comma) at the beginning of your list, this is why they will not appear.

 

Once you remove that comma in your setup, the list will then populate and work as it was meant to.

 

 

 


 

Is there a way to see current registrations that do not have payments applied yet?

Please go into Reports -Financial Reports - Registration New Payment Report

 

Then make sure you are in thecurrentregistration season.

 

In the grid - you have different columns - explanation below as to what each number means:

 

 

1 - No Payment - Incomplete Registration

 

This means that a member has logged into the registration/members area and started to create their registration but did not finish.

We recommend that you click on the blue number to drill down to a more complete report and connect with the customer if it looks like they may have attempted to register but didn't. Or it could be a member already registered and the value of this registration is $0, then you can just delete it.

 

2 - No Payment - Completed Registration

 

This means that a member has completed their registration but selected the option of OFFLINE PAYMENT. When you click on the blue number, it will give you a list of who still owes the club money. You also have the option to email all members to remind them on how they can submit their payment to the club.

 

If this person decides not to attend, and does not submit payment, you can delete the invoice/registration from this page.

 

3 - Partial Payment - Completed Registration

 

This means that a member has only partially paid an invoice and still owes the club money. You can send a reminder for them to submit payment or you can apply payment to this screen (once you have clicked on the blue number)

 

4 - Full Payment - Completed Registration

 

This area is where you want all of your registrations to fall under - full registration completed and completely paid. They are finished with their registration and paid in full.

 

 


Must add Refund Policy to your Online Registration (OLR) Setup - General Settings

 

With new requirements and changes within the Merchant Account Services to accept payment during online registration, one of the new policies is that each organization must display their refund policy during the check out process.  Your customers will have to click to agree to these policies when they are checking out and paying online.   Please follow the instructions below, on where to make this update.

 

  If your organization does not have a refund policy, just add "no refunds on your purchase" so that your members/customers are aware that they can not ask for a refund.  

 

It is mandatory that each organization add something to this required field before going live with their next registration.  Thank you.

 

You only have to add this ONCE, then it will be available for ALL REGISTRATIONS that are turned live.  You can make updates at any time.

 

Follow this process:

 

To add your REFUND POLICY, please go to Setup - OLR setup, click Continue, click Edit Existing Registration, and click General Settings

 

The last field option - Refund Policy - is what you must update.  Please click Save when done.

 

 



Created by: undefined -- Last updated:May 31, 2019
 
 

 
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