Team Registration Form Builder - Step 1 of 5

22 Dec

Permalink    |    Topic: Registration - Tags: team, registration, build, builder

Note: All team registration forms require a DOB to be entered for players and coaches when filling out the registration form.

In this tutorial, we're going to cover how you create a team registration form. This is step 1 of a 5 step process.

To get to the editor:

  1. Log in to the Control Panel. Select "People" tab from "Master Menu".
  2. Click "Team Registration Forms"
  3. Enter the name of your event and click "Create Team Registration Form"

Step 1 - Form Information

  1. Edit the form's title as needed.
  2. The form can be made active or inactive by selecting "Yes" or "No" when asked if the form is active.
  3. If the form should be available in the menu on the public website, select "Yes" when asked to "Publish in Menu". The "Menu Link Title" will be the menu item.
  4. Select the pricing structure:
    • Prices Open to all - If pricing is not related to the Competitive Category, select this option.
    • Prices Based on Choice - If pricing for your event is determined by the Competitive Category they sign up for, select this option.
    • Selecting "Price Based on League Choice" requires that a separate program (managed on Step 3) be created for each league offered.
  5. If the event allows for a waitlist, select yes when asked to enable a Wait List. If spots open up, you can send invites to your teams so they can pick up where they left off.
  6. If the event allows for a spares list, select "Yes" when asked to "Enable a Spares List." This requires a player registration form to be designated as a spares list. Individuals register on that form to be added to a list with contact information, where teams will be able to contact them. Note: Please contact support@goalline.ca to have this enabled.

2. Event Information

  1. Select an applicable "Event Competitive Category" or "No Competitive Category" using drop down selection.
  2. Select the applicable gender.
  3. Enter the event location (required).
  4. Enter the Primary Event Venue (if applicable).
  5. Enter the event contact information: First name, last name, email address, phone number.
  6. Enter the even Start and End date (required).
  7. Select if registrants need to belong to a club to register.
  8. Enter any eligibility pre-requisites that apply to the registrations.

3. Priority Registration

  1. Registered in a Specific Event - Open your registration early to a specific group of teams. You can choose to send a registration code, or let teams previously registered through a previous event register first. Select the specific event from the Past Event Registration drop down list. If using a code, enter the code in the Priority Registration Code text area.
  2. Registered in Any Event - Open your registration early to a specific group of teams. You can choose to send a registration code, or let teams previously registered through this website register first. If using a code, enter the code in the Priority Registration Code text area.
  3. Enter the Effective Date for the various registration audiences. Priority registration often opens earlier than Open Registration.
  4. Enter the date that registrations for the team event are no longer being accepted in the Close Registration date. If registrations are being accepted until December 31st, select a e. closing date of January 1.
  5. Competitive Category Dropdown on Form:
    • Enter the Label for Dropdown in the text area.
    • If a competitive category should be pre-selected on the public form, select the category to be selected from the dropdown list.
    • If registration is open to multiple categories but not all, click to highlight any categories that should not be available on this team event form. Select multiple categories by holding the control key while clicking the categories to disable.
    • Team Information - determine what information about the team will be collected.
    • Association Name can be set to Required or not collected.
    • Association website can be collected if desired.
    • Team Name can be set to required or not collected.
    • Team Jersey Colours can be collected, collected and required or not collected.
    • If a team that belongs to the organization creating the team event registration form will register for the event, select yes when asked "Register team against association."
    • If rosters must be locked (team administrators will be unable to edit their roster information) after a specific date, enter the date that the roster lock will take effect.

4. Payment Setup

  1. If offline (cash or cheque) payments are permitted, select yes to permit offline payments
  2. If online (credit card or PayPal) payments are permitted, select yes to permit online payments
  3. If allowing online payments, select a payment gateway from the dropdown list
  4. If allowing offline payments, insert offline payment instructions to advise registrants how payments should be made

5. Click "Save Form Information" and proceed to step 2.

See Also:

Step 2: http://faq.goalline.ca/faq/team-registration-form-builder-step-2-of-5

Step 3: http://faq.goalline.ca/faq/team-registration-form-builder-step-3-of-5

Step 4: http://faq.goalline.ca/faq/team-registration-form-builder-step-4-of-5

Step 5: http://faq.goalline.ca/faq/team-registration-form-builder-step-5-of-5

Preview and Publishing a Team Registration Form: http://faq.goalline.ca/faq/preview-and-publishing-a-team-registration-form