This “Cheat Sheet” has been designed to remind you of key items needed when working with certain features of Reg Builder Access. This cheat sheet does not replace, only enhances, the Reg Builder Access webinar, and video tutorial.
NEW REGISTRATION FROM SCRATCH, OR COPY A PAST REGISTRATION:
Creating a New Registration - You will start from scratch and must add ALL questions, etc.
Copy a Registration (PREFERRED) - You will first need an already built registration on your site to copy.
What does not copy over: discount codes, discount rules, inventory restrictions, sale items -- which are the monetary values -- and AutoForms will not. You will need to go into new registration and re-add
What does copy over: Questions, waivers, text blocks, and conditional logic will copy over word-for-word. If you have birthdate logic, you will need to update those years to reflect the updated birth years.
EDIT REGISTRATION SET UP:
Types of Registrations should be allowed?
Self is used for an adult registration, like an adult league or a coach or volunteer registration.
Other is used anytime a parent or guardian is signing up their children. So the Registrant Label could be “Player” or “Athlete” or “Child.”
Team can be chosen if it’s a team registration, where coaches or a team manager goes into the session and signs up their entire team.
Orphan isn’t used very frequently, and we do not typically recommend it. It intends to allow users to register without associating the entry with their account. Admins have this feature by default and can register someone unconnected to their account.
EDIT REGISTRATION SESSION:
Types of QUESTIONS Options:
Choose a Question - search among our library for pre-existing questions. These are time savers as may have pre-filled answer options as well (i.e., state question)
Choose a question group - This adds a group of questions, so you don’t have to create each question — for example, Emergency Contact Information or Address fields.
Creating a custom question - You will use this anytime you want to create a question yourself - whether that be to ask for T-Shirt Size, player cell phone #, etc.
Conditional Logic: This allows you to display, or not display, questions based on answers to previously asked questions. There are three options:
Our registration system can validate ANY, which typically is used when only one condition is added or if it could be either/or.
All is used if there is more than one criterion to meet.
None would be used for every option except for a particular one.
Make sure that you have the ‘sell store items and collect payments’ function turned on within registration details, under Show Advanced Options -- this is located under the ‘edit registration’ button when you first set up the session.
Click the button to the right of the Fee Option to add sale items. This will bring up a box that will ask you to select which sale item you want to choose. Click an existing sale item or select Add Sale Item.
Add Sale Item (fee) - click on the add sale item option.
Add the item name of the fee.
The next mandatory field is to add price; or how much you want to charge your registration option. For this example, let’s say the cost is $200.
Payment Terms for a Sale Item (fee):
Payment Terms allow you to define the number of installments, percentage due per installment, and the window of time between installment due dates.
Note that once a set of payment terms have been applied to a sale, the installment settings for those terms cannot be changed.
Click on Financials > Discounts > Add Discount.
Select the "Discount Type" and click Next. Types of discounts include:
Automatic Discounts: discounts appear automatically during checkout according to the applied conditions, such as Buy One Get One or Early Bird.
Individual Codes: discount codes that are unique to each customer. The code is generated automatically.
Reusable Codes: discount codes that different customers can use. The code can be customized and shared through social media, email, etc.
Enter a descriptive "Discount Name" that will appear at checkout, on receipts, and in reports, then click Next.
Proceed through discount creation, entering the required details. Depending on the discount type selected, details can include:
Value of the discount - the $ or % amount customers will receive off.
Code customers will use at checkout (for Reusable Discounts) - code of at least 5 characters.
[Optional] Maximum $ dollars off - for % off discounts, add a limit for the maximum dollar amount to receive off.
How to apply the discount - either discount the cart subtotal or select specific sale items.
Requirements to use the discount - select a minimum order amount, a minimum number of sale items, or no requirements.
How many codes are needed (for Individual Discount Codes) - the number of unique codes to generate
How many orders can use the discount - select Unlimited or A maximum number of times.
When will the discount be available - enter the start and end date for the discount's availability.