ONLINE REGISTRATION SYSTEM UPDATE INSTRUCTIONS

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Transcription:

ONLINE REGISTRATION SYSTEM UPDATE INSTRUCTIONS August, 2010 This instruction manual has been produced by the ACT Little Athletics Association based on the Little Athletics Association of NSW Inc. instruction manual for on-line registration. No part of this manual may be reproduced without the written permission from the ACT Little Athletics Association.

LOGGING ON 1. In your web browser type the web address: https://console.clubsonline.com.au/ 2. Enter your Centre Username and Password. 3. Click on Login.

ADMINISTRATION 1. Click on Administration. 2. Click on Details then Edit. 3. Ensure that all of the details contained in the General section are up to date and if not make any necessary changes.

4. Click on Access. 5. Change the username and password if you like. 6. Click on Bank Account Information and check that the current Centre Bank Account details are showing. If your Centre has changed their bank account details, please advise the office by email admin@actlaa.org.au

CHANGE DISPLAY YEAR The date range selection for registration fees needs to be adjusted to ensure that only current season transactions are displayed. The start date should read 1 October 2010 and the end date should read 30 September 2011. 1. Click on Registration Fees. 2. Click on Registration Fees Options.

3. Click on edit and scroll to the bottom of the page to the Date Range Selection section to change the dates. Change the start date to October 1, 2010 and end date to September 30, 2011. You will need to change the end date first, to allow access to the correct month for the start date. 4. When the drop down calendar appears, make sure that you adjust the year and click on the date. Click Save.

UPDATE REGISTRATION FEES TYPES Registration fees set by the ACTLAA have been loaded into the online registration system. The amounts loaded are only those applicable to ACTLAA (Association Fee) and each Centre is required to add their Centre fee to the system before proceeding. As for registration fees, Centres may use their own wording OR use the sample wording (on the following page), which provides sufficient information to enable the online user to select the correct age group and the date, time and location of the registration days etc. UPDATE (AMEND) WORDING Centres will need to amend this wording to update the dates for the particulars of the registration days. This information appears in the registration portal for members to be able to see and also appears on the email that the member receives. 1. Click on Registration Fees. 2. Click on Registration Fees Types. 3. Select the first age group for change and click Edit to update/amend sample wording and the following screen will appear. 4. Click in the Details box and change wording where appropriate i.e. Registrar name, date, time and location of registration days.

After updating the sample wording scroll further down the same page to add the Centre registration fee. Click on Edit to amend the Centre fee that is covered in the next section.

ADD CENTRE REGISTRATION FEE This must be done for the Centre to correctly receive online credit card payments. 1. Click in Centre box and enter your Centre fee e.g. 40.00 using example below. 2. Click in Total Amount box and enter the total registration fee for both the Association and your Centre. e.g. Association fee is $60.00 (amount already shown in Association box) plus Centre fee of $40.00, enter 100.00 in total amount box ($ sign is not required). For family registrations it is easiest to add the total amount first, and then deduct the Association amount to work out the Centre component. 3. Check that the Centre and Association amount agree with the Total Amount. Check that: Total Amount equals Centre fee plus Association fee NB: The Association does not charge ANY FEE for dual registrations ie athletes who have registered with Athletics ACT before registering with Little Athletics ACT. This is only applicable to athletes in the U12 to U15 age groups.

INVOICE & RECEIPT NARRATIVE If you click on the Invoice tab, this is where you can add the wording to appear on the invoice (i.e. bring this invoice, along with payment and proof of age to one of our registration days, as listed below, to finalise your registration). If you click on the Receipt tab, this is where you can add the wording to appear on the receipt (i.e. bring this receipt, along with proof of age to one of our registration days, to finalise your registration).

Click on Save to finish the Centre requirements of the registration fee type, for the age group selected.

Click on Listing to select next age group and repeat all of the steps listed in Update (Amend) Wording, Add Centre Registration Fee, Invoice & Receipt Narrative until all age groups (registration types including family memberships) have been updated with Centre registration information.

ADDING ADDITIONAL QUESTIONS The following steps are required to add any additional questions for on line registrations that are included on your registration form. Each Centre has the ability to add a number of custom questions. To do this, click on Administration, Custom Fields. There are up to 6 text questions, 4 date questions, 4 yes or no questions 2 number questions and 4 list box questions for each level in the entity. To create a question click on the Edit button on either text box, date, yes/no, number or list box depending on which type of question you wish to include. * Text questions provide 160 character responses, * Date questions can either be dd/mm/yyyy or a calendar selection depending on the MEMBER OPTION setting of the organisation. * Yes / No questions can be defaulted to either option and appear as a radio button. * Number questions must be full numbers not decimals, * List box question options are comma delimited (by default the system takes the first option in the list, so the first option should be Please Select.

Following explains the settings on the questions. Show: Show the question in the back end of the system only (members on the front end would not see this if this was set to YES, and the other options were set to NO) Required: Is this question mandatory? Register: Do you want new members registering to see this question and give a response? Member: Do you want an existing member to be able to add or edit responses to this question? View: Do you want higher or lower entities to be able to view the answers to this question? Edit: If they can view it, as above, do you also want them to be able to edit the member s record? Default: Used for YES/NO questions, by default, what response do you want to show?

LINKING FAMILIES NOTE: During the registration process, if the members join or renew online, the system will automatically create the family link. The information below is to assist clubs in linking members for communication purposes, and to link for processing payments through the management console (back end). 1. Click Members / Members Listing. Identify who in a family would be considered the Primary member. This is most likely the oldest child. 2. Click the EDIT icon for the Primary member 3. Scroll down to the radio button Primary Member. Select Yes, then click Save. The following screen will appear.

4. Click on the Links button and search for the other family members by entering the relevant last or first name combinations of the other family members.

5. For all the members that should be attached to the Primary member, click the icon to link.

The members are now joined together as a family You are now ready to accept Online Registrations for your Centre for the coming season.