Association Products

Member Self Registration Using the Registration Form

Steps for Setting Up You Online Registration Form

Association Products

To add a new product (at association level):

1. From the main Configuration screen, click on Products.
   
   
   
   Any existing products will appear. Default registration products can be set at the bottom of screen. This sets a mandatory product for the member when they register through the registration form (as well as when new members are added to the database by the administrator).
   
   
2. Click on the Add a New Product link. The only compulsory field is ‘Name’. All other fields are optional.
   
   
   
   

Details

1. Enter the name of your product (e.g. ‘Under 16 Registration Fee‘).
2. Archive Product: you can use this at a later date when the product is no longer valid and you wish to archive it.
3. Grouping Category: eg. Player Registrations, Team Registrations, Competitions, Merchandise. Products will appear on the Registration Form within their grouping category.
4. Enter GST information
5. Allow multiple time purchasing: check this box only if you would like your members to be able to purchase this product more than once. If the product is only valid for purchase once (ie. an annual player registration fee) then do not tick this box.
6. Allow multiple quantity purchasing: check this box if you want to allow multiple numbers of the product to be purchased in the one transaction (eg. 3 tickets).
7. Minimum system login to change price: set restrictions on who can change a product’s price (eg. state, association, club).
8. Notes: enter any notes that you want to appear alongside this product.
9. Default Cost: enter the cost of the product.
10. Payment Split: payments splits can be set up through the Payment Splits option in the database Configuration menu. Select the payment split you want to apply to this product.

Requirements

1. Mandatory Products: select any pre-requisite products that apply to this product. The mandatory product/s must have previously been purchased before this product can be purchased.

Member Package Information

1. Membership package: select a member package you want the member to be assigned when purchasing the product.
2. Set Member Active in Association: check this option if you want the member’s status to be made ‘active’ upon purchasing this product.
3. Set Member Financial Status: check this option if you want the member’s financial status to be made ‘financial’ upon purchasing this product.
4. Register Member Until Date: enter the date the member will remain registered until by purchasing the product (or select a number of days from time of purchase).
5. Product Expiry Date: set the date for the product to become inactive in for the member (or select a number of days from time of purchase).
6. Click Update to save the product.

You will be returned to the updated Products page. You can edit products at any point by clicking on Edit next to the product.