All of your registration data can be exported into either a.csv or spreadsheet file.

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1 How to Guide to Setting up Registrations with TryBooking Overview This document is a guide for setting up any type of an event where you need your patrons to complete a series of questions at the time of confirming their order or payment. You could use this information sheet when setting up sporting team registrations, uniform orders, conferences, seminars / workshops etc. All the questions you ask can be exported into a spreadsheet for a quick sort. So do think about your questions carefully before you begin, work out what it is you need to know to complete their registration, maybe print registration tags or place their uniform order. Planning these types of events is key to getting the data exported as you need that makes your life easier. When your patron goes to register they will reach your event's homepage then continue to the next step. They will then enter the number of 'tickets' they wish to purchase, meaning the number of people they will be registering for. Once they have done so they will continue on to a page which is fundamentally your registrations page, asking for necessary information you require from the patron. Once the fields of this page have been filled in they will commence to the final page in which they are shown exactly what they have registered for before entering in payment details and receiving their receipt. All of your registration data can be exported into either a.csv or spreadsheet file. Creating the Basics 1. Log into your TryBooking account. 2. Click on Create New Event give your registration a name (ie. Your Club Name Registrations or maybe Your Club Name Uniform orders), enter a short description and then a contact person. Click Next.

2 3. You will need to define a venue but whilst your event maybe registrations and people will be playing at several locations. So consider defining your Venue or select one from your Venue Templates which is your club address. Click Next. 4. Enter the date and time of which people must register before (which will print onto the Tax Invoice). Note, if your event is running in daylight savings time, make sure you set the time zone correctly. Winter time Melb / Syd is GMT +10 whereas summer time will be GMT +11. This way your event will open and close correctly. Tip once your event has been created, you can edit this date and time and change it to just words such as Winter registration.

3 5. Now enter the date and times which you wish to commence taking registrations on and when your registrations will close. Remember your registration cannot be found or booked to until the on sale date (bookings start date) has been reached. 6. Define your capacity of the registrations now. Registrations are SPACE events in TryBooking. If you can only take 450 registrations please indicate the Maximum number or if you have unlimited capacity, please set this registration limit higher than you ever would expect ie 10, Now define your price(s) by clicking on Add Ticket Type. 8. Add in some key words (so that people can search for your registration) and then click Create Event and Finish.

4 9. Now that your Registration has been created you have been allocated a URL to publish on your newsletters, on your website or within your media campaigns. Now that your registration has been created, it's time to work through adding in the final touches. So open your registration by clicking on Manage Events and selecting your registration. Adding in Questions such as player details, sizes, ages or interest questions. Once you are in your event click Data Collection. Under data collection you can add fields / questions for your patrons to complete, such as name, team name, age, uniform sizes, player consent, previous history, membership details, etc. Consider what questions you need to ask, the order you need to ask them in and if they are Required fields. You may only need to know a response once per booking (ie company name, parent details) rather than frustrate your patron by asking it once for everyone (per registration ) they are booking for. You can have a combination of questions under once per booking and some once per attendee. Tips before you start: Consider what questions you need to ask Consider how you work with the end data and will your spreadsheet sort best if you only allow people to select from a defined list (ie maybe you can only have certain uniform shirt numbers). If you allow for single line text fields you may find that people will enter their data in all sorts of ways which makes your sorting that little harder. Work out the order on your questions. If you later need to add in a question, you will need to add it to the bottom of your list or re enter your listing. Add a couple of questions and then review your work by clicking on Make a Booking. Work out if you must have that question completed OR if you live with out a full response, When you defined your questions, you will be asked if they are a mandatory field to be completed or not. Questions you ask, can be either a Single Line text, Multi line text, list of questions, Yes/No response or Date field. Use fields that restrict the registration adding data that makes your sort and final job harder if at all possible ie use a date field for a date of birth field.

5 The use of headers seperates the different sections of the registration form making it look more appealing to the eye and informing the patron of what each section requires. This parent contact details is only asked once per booking vs the Player Registration details which is once per attendee. Much like the concept of headers, as the event organiser you can also insert information which might be helpful for the patron registering. The red asterisk means that such questions are mandatory. As the event organiser you will select whether questions should or should not be mandatory when entering in the fields under data collection Drop down boxes are useful in that they only allow the patron filling out the form to select from a range of options, therefore their answer is more specific then it might be if they were to type in the information.

6 1. Select either Once per Booking (asks your questions only once per booking irrespective of the number of people being paid for) or Attendee (which will ask the questions once per person being paid for. 2. Now click Add Field, and add a label (which is your question), define if you need this to be a field that they must complete and then what sort of field will it be. In this case below, yes it's important to know all the names of people who are registering and I'm happy for them to type into a box (single line text) this information. Keep adding in questions to ensure you get the right information to assist in the registration process but do look at your Make a Booking link as you work to review your work as you go. Tip: The Label on a field maybe too short for your explanation. Consider adding a header to your field via the header tab. A header can be text, a coloured banner which helps explain in more detail what you would like to them to complete or simply breaks up your form into logical parts ie Parent vs Player information. Headers always appear just above that field name.

7 Adding a look and feel to your event Your Registration homepage can be given a make over. If you wish to add an image please ask your graphics person to save this image with the following criteria. The image must be either a.jpg, png or gif type file, no larger than 600 pixels wide and no larger than 30kb in size. Tip if your image has loads of fine writing, you may find that it diminishes in clarity as you prepare it for web uploading. If this writing is important, do consider cutting just the image out and then typing in your text directly onto your event homepage. This way you keep the text clear and clean. Terms and Conditions Consider if you need to add in any terms and conditions to the registrations. This could be as simple as thank you for registering for the Winter Season, no refunds will be issued or where you quote your ABN, Indicate this is a Tax Invoice, your company name and indicate that your ticket price quote is GST inclusive. Accessing your Data Keep an eye on your registrations, via reviewing the Event Revenue Itemised report. Access who has registered and all the questions you asked via the reporting option EXPORT DATA. Select your registration, then tick the data fields you wish to export. Now click export and this will open your data into a spreadsheet. Open in your spreadsheet program and sort based on team name, etc., then date and time of booking.

8 Checking your Work Before you publish your registration, please do check your work. As the account administrator you can click on Make a Booking from either in your Event or from your Account Dashboard. Please move through checking your work, adding at least 2 people to your list, checking your registration process for not only look and feel, but do the questions work?. Exit once you reach the shopping cart. Producer Access to Reports Don't forget if your setting up this registration for others who will need to work and market the event but not necessarily update data or access the full TryBooking account, do consider giving them producers access to this registration so that they can self help to the reports you wish them to access. To setup Producers Access, please go to Manage Events, Your Event Name and then Producers Access (at the bottom) and define a Password and select the reports which they can access. Now if your colleagues come to they can Log in via the Account Code and password as defined on the Producers Access screen for this ONE Registration. Registrations DEMO: