CLUB/CENTRE USER GUIDE - Registration PlaySquash What is
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1. Active ri Sortorder 1 Subscription settings Start Date e dd mmiyyyy End Date 1 dd mmiyyyy Person Role Registration settings Automatically Register Participant To Registration Type Registration Period Discounts General Discount Discount Description Early Discount Early Discount Cutoff Date _ ddimmyyyy Page 2 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Create Product Field Descriptions Registration Type Product Details Field Name Description Recommended Setting Optional Product Name This is what will display as the main product name and will appear on receipts and at Point of Sale Description This is a longer description of the product which will display Y underneath the product name on a signup form Price Simple The total price the participant will pay for the product Registration and Club Membership Advanced Allows clubs to offer a family discount for multiple registrations within a family See Page 5 for more on Family Discounts Amounts The price entered must be greater than the maximum total payable for the across all age ranges plus any discounts entered below For selected example the price would need to cover any local State and registration National fees type Class MUST SELECT MEMBERSHIP SUBSCRIPTION REGISTRATION No Number Leave blank unless your club offers a set number of products Yes Available for purchase2. 2 z No es No No Available The dates the product becomes available for purchase and the Yes From Until cut off date for sale of this product Active Check the box to make the product active for participants to register Sort Order The order products will appear in the Product Management Y Screen No es Page 3 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Subscription Settings Field Name Description Recommended Setting Start End Date These dates indicate to the customer when a membership is valid to and from 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 Field Name Description Recommended Setting Automatically You must select the Association you are registering Register to Participants to Note If your club has a certain access level it may appear in the drop down list You must still chose the Association Type Period Field Name Description Recommended Setting total min en Description Early Discount 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 Early Discount The cutoff date for the early discount Yes Cutoff D
3. Available Field when creating the sign up form Apply to Role Sub Role Make the custom field applicable to certain roles e g Junior Players only Select Products Choose the products or saleable items to be made available on your Signup Form Registration Type Products Available Registration Type Products Selected Registration Type Products Count 14 Student Introductory Student Pennant Full Year Add Student Pennant Half Year Registration Type Products Student Social Full Year radio buttons user can choose Student Social Half Year MoveUp one only Student Junior Half Year Move Down Alumni Staff Member Pennant Full Year Remove All Alumni Staff Member Social Half Year Alumni Staff Member Pennant Half Year Alumni Staff Member Social Full Year m Available Registration Type Products Selected Registration Type Products Count 0 Alumni Staff Member Pennant Full Year A EPE Alumni Staff Member Social Half Year Add gt Registration Type Products EEN check boxes user can choose Community Pennant Full Year Add All gt gt Community Pennant Half Year Community Social Full Year Move Down Community Social Half Year Student Introductory Student Junior Half Year any number Advanced Settings The Advanced Settings will be set in the national template it is recommended that these settings are not changed Previewing Signup
4. down into certain Registration types or saleable items The report will display the same sorting capability of the transaction report Downloading Data At the bottom left of the screen there is a download data option to allow users the ability to download data into either excel TSV or CSV file Jy Download data These reports can be configured to extract additional data than what may be displayed on the page eg address phone number amp email Need More Help FAQs A list of Frequently Asked Questions relating to registrations can be found by selecting Registration FAQ s within the Registration tab Submit a Support Request PlaySquash is fully supported and dedicated to ensuring PlaySquash users are getting the most out of the system If you require any further assistance go to the Support tab and Page 11 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash submit a ticket providing as much detail as possible Our helpful support team will then respond directly to your query Page 12 of 12 Updated 13 02 15 V2
5. Club User Guide Registration play squash CLUB CENTRE USER GUIDE Registration PlaySquash PlaySquash com au is a new technology platform that will make the administration of your player registrations and payments a straightforward experience for both you and your members while making the administration of information and records for the sport less tedious The system will help grow and develop the sport and will allow us to know who is playing where and how often and provide you with an opportunity to market your offerings to new players What is Registration Registration is a player s relationship to their local State amp Territory Squash Association and Squash Australia SA This relationship provides access to the sport s competition at all levels the capacity to be ranked and for benefits such as insurance Players must be registered in order to play Registration also provides a range of demographic and other data for use within the sport Ways to obtain a Registration 1 Payonline via the Online Signup Form 2 Register online without immediately paying the club is then liable for the payment of any costs to their local Association State and SA What is a Club Membership Subscription A Club Membership is a player s relationship financial status with their club Clubs are responsible for ensuring players pay their membership subscription fees Ways to obtain a Membership Subscription 1 Player pays online v
6. Form Navigation Competition Participation Online Forms Configuration Sign Up Forms Once in the Signup Form Manager select Preview Once you click Preview you will be taken to the Online Registration page where you will need to log in to preview the form OR enter your details and click Find Me and then Create New Record Page 10 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Reporting Navigation Organisation gt Members gt Reports Clubs will be able to display edit and download a range of reports relating to transactions specific products and registrations for administrative use Registration Transaction Report Navigation Online Forms gt Reports gt Transaction Report The Registration Transaction Report gives all the relevant transaction information regarding an individual s registration onto the system including the amount paid status of payment amp nominated team if applicable Registration Form Drop Down Ability to sort via all forms or specific registration forms Date Range Ability to sort via the date of transaction Actions ability to manually change the payment status to either Payed Not Paid or Cancelled via this setting on an individual record Registration Type Product Report Navigation Online Forms gt Reports gt Registration Production Report The product report displays all items that have been purchased by participants which will be broken
7. ate Page 4 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Family Discounts Set Advanced pricing options via Product Edit screen all amounts inc GST Advanced ist family member Price 2nd family member 3rd family member Subsequent family members The first family member to register will see the full price and be prompted to register another family member once they have completed the online signup form OFFLINE PAYMENT REQUIRED Please print out form below and submit with payment Print Offline Payment Form Register Another Family Member On the product select page of the online signup form the parent can register themselves a new family member or existing family members from the drop down box Subsequent family members will receive the relevant discount As shown below Junior Registration 2015 Product Select Register Myself OR Family Member Type Product Select Junior Family Test 100 00 70 000 Junior Family Test Family Pricing Available 15t 100 00 2nd 80 00 3rd 80 00 4th 70 00 Note Discounts only apply to registrations from the same online form for the same participant role i e clubs might have multiple junior products but as long as they are on the same form with the same participant role then the discount applies Page 5 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Step Two Create Signup Form Create a f
8. ia Online Signup Form 2 Player pays offline a process between player and club such as cash EFTPOS Direct Debit Clubs can use PlaySquash to offer a service to their players that allows them to pay their registration and or the club membership or other services online This is achieved by completing two main tasks 1 Create Products that can be purchased online Examples would include a senior registration meaning that the player will be registered to play paying for attendance at the end year function or purchasing the club shirt 2 Create an Online Form to collect participant data and display the Products you are offering The form is the online destination where a player enters their details selects the Product s they wish to purchase and pays via credit card Updated 13 02 15 V2 Club User Guide Registration play squash Step One Create Product Allows you to create a product that combines Registration and Membership Fees Navigation Competition Participation gt Online Forms gt Configuration gt Products Edit Registration Type Product elpon this topic Back to Management Screen Denotes a mandatory field Registration Type Product details Category Membership Simple Price Class Membership Subscription Registration Saleable Item Humber available Leave blank to indicate an unlimited number available Available from tddimnvyyyy Available until 1 dd mmiyyyy
9. orm that allows participants to register and pay online Navigation Competition Participation gt Online Forms gt Configuration gt Sign Up Forms Edit Online Registration Form Help on this topic Back to Management Screen Denotes a mandatory field Select Registration Form Select Registration Form Use Blank Form Y Use Blank Form SOA National Registration Template Select SQA National Registration Template gt Refresh General Settings Template Name National Registration Template Form Type Title National Registration Template Edit HTML Top Description Edit HTML Bottom Description Status Sort order Disclaimer Disclaimer Contact Name John Smith Contact Email supportiginteractsport com Page 6 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Create Signup Form Field Descriptions General Settings Field Name Description Recommended Setting Optional Form Type Membership will be preselected and unable to be No changed Title This displays at the top of the public form Top Bottom Add a description that will appear at the top or S Description bottom of the online form Status Select Active This means the form is publically available Yes via the Public Access URLs as displayed Sort Order The order the signup form will appear in the Signup Yes Form Manager Y Disclaimer Select a disclaimer from drop down To create
10. s Group Create a Group Name that will then cluster fields under the one heading on your form e g Contact Details Parent Guardian Information etc Mandatory This makes the field mandatory Participants cannot proceed until this part of the form is completed Display Name Change how the name of the field will display on the form Page 8 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Additional Fields Available Fields Selected Fields Count 1 Accreditation Level Accreditation Year Attained Address3 Allocation Region Available Mon Fri Daytime Days Available Double Up reserves Double Up weekend Fax Number Fitness Test Date Maiden Name Medical Certificate Middle Name Print Preferred Regional Centre Registration Status Advanced Field Properties Refresh List Field Display Name Mandatory Group Name Page 9 of 12 Updated 13 02 15 V2 Club User Guide Registration play squash Custom Person Fields Create your own fields for the Online Signup Form Navigation People gt Custom Person Fields gt Add New Custom Field Add New Custom Field Field Details Display Options Apply to Role Sub Role Active Sort Order Prohibit editing by child Role O Sub Role o Update Cancel Delete I densis ipti Options Prohibit editing by logged in Select Role s vj Squash Matrix ID participants Field Details The description will appear as an
11. your N own custom disclaimer Competition Participation Online Forms Configuration Disclaimers Note Once a form has been activated a new disclaimer is unable to replace an existing disclaimer Y e e O Contact Enter contact details for this form here This can bea O Name Email person or the name of your club These details will display at the bottom of the public form that customers can click to contact for help or further information N e Payment Settings Field Name Description Recommended Setting 5 Allow Offline Check the box if you also wish to enable offline Payment payment If offline payment is selected the club is liable for the payment of any costs to their local Association State and SA and to retrieve club membership funds from the participant Automatically This is preselected and cannot be changed No add Processing Fee Page 7 of 12 Payment If you would like to set up a gateway to accept Gateway payments online simply follow the steps in the Payment Gateway Guide found under Registration User Guides Updated 13 02 15 V2 Club User Guide Registration play squash Offline Payment Add information about offline payments here Yes Description Form Fields from the signup form Fields form and Refresh List Advanced Field Allows you to make changes to additional fields Yes Properties Click the edit button to change the display name create group names or mandate field
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