You must have "Registration Builder Access" to build registration sessions.

NOTE: If you can't build registrations, please contact your Account Manager for access.

This article will cover all of the steps on how to build registration. This article can be followed all the way through, or click the links to the section that you are looking for below:

The first step in building out your monetary registration is to either create a new registration from scratch or copy a past registration (preferred).

Creating a New Registration

  1. Sign in to "SportsEngine HQ."

  2. Once in "SportsEngine HQ," click on the Registration tab and choose Registrations.

  3. In the middle of the page, click Create New Registration.

  4. Input all necessary and mandatory fields, fill out your registration settings and click Create Registration.

Copy a Past Registration

NOTE: You must have a registration built previously to copy it.

  • Store Items must be rebuilt and added.

  • Discount codes/rules must be rebuilt.

  1. Sign in to "SportsEngine HQ."

  2. Once in "SportsEngine HQ," click on the Registration tab and choose Registrations.

  3. Go to the registration you want to copy and click on the "title."

  4. On the right side of the screen, click Copy Registration.

  5. Input a new name for the registration you are copying, and click Copy Registration.

    • It may take a few seconds for the registration to copy over, depending on how large it is.

Edit Registration Settings

After you have created a new registration or copied a past session, you will want to set up your "Registration Settings." Within settings, you can turn your registration on or off, update the automatic close or open date, view your processing rate, toggle who pays the processing fee, add a custom message to be sent in the email receipt, plus much more.

  1. Sign in to "SportsEngine HQ."

  2. Once in "SportsEngine HQ," click on the Registration tab and choose Registrations.

  3. Go to the registration you want to copy and click on the "Title."

  4. On the right side of the screen, click Edit Registration.

    • Make sure to click on Show Advanced Options to see all the registration settings offered. A few key settings to note are:

      • Status: The state in which your registration will live in while on your site.

      • Which types of registrations should be allowed?: What type of SE account profile can sign up?

      • Require Login?: If the registrant has to sign in to their SE account to register (preferred).

      • Editable by User?: Registrant can edit their registration entry after they have finished.

      • Allow Multiple Registrations per Profile: If you want one user to go through the registration more than once.

      • Sell Store Items and Collect Payments?: Check this to 'yes' if you want to add store items to your session.

      • Processing Fees: Who is absorbing the rate?

      • Bank Account: What account is linked to this registration?

      • Open Date/Close Date: Automatically turn your registration on or off on the dates/time you choose.

      • Email results to the following email addresses: Input email addresses here if you want to be notified of each registrant that registers.

      • Custom message to be sent in email receipt: Add an additional informational message that the registrant receives after registering.

      • Sell Store Items and Collect Payments: do not select this option if the registration will be non-monetary.

  5. Once completed, click Save Registration.

Adding Questions

After you have updated your Registration Settings, you will want to add questions. "Questions" can only be added to any pages that fall between the "Welcome" and "Receipt" pages of registration.

  1. On the left side of the registration page, choose a "form" that you want to add questions to.

    • To add a new form, click the option on the left side that says Add New Form.

  2. Once in that new form, click Add Questions or Page Element.

  3. In the new window, click Create a Custom Question.

  4. Title the question, and change its format.

    • There are many different registration questions types; however, some popular question formats include:

      • Short Text: Registrant inputs a small amount of information.

      • Long Text: Registrant types out longer amounts of information.

      • Pulldown: Registrant can choose from a longer list that you create.

      • Radio: Registrant chooses one option from a list.

      • Checkbox: Registrant can choose multiple options from a list.

      • Date: Usually used for Date of Birth style questions.

  5. Click Create Question.

Adding Conditional Logic to a Registration

"Conditional Logic" allows you to have an option on a question, a page element, or a whole registration form itself appear if a previous option on a question was selected.

Adding Logic to a Form

  1. Go to your registration session that you would like to update and make sure you are in Edit Mode.

  2. On the left side of the registration page, choose a "form" that you want to add conditional logic to.

  3. On the top menu, click the Options tab.

  4. Choose Edit Form Settings.

  5. Click Show Advanced Options.

  6. Choose your conditional logic and click Save Form.


Adding Logic to a Question

  1. Go to your registration session that you would like to update and make sure you are in Edit Mode.

  2. Go to a question that you would like to add logic to, and click the gray Gear icon in the top-right corner.

  3. Choose Edit.

  4. Scroll down and click Show Advanced Options.

  5. Choose your conditional logic and click Save Question.

Adding Logic to Individual Options Within a Question

NOTE: This is for an option or choice under a "Checkbox" or "Radio" style question.

  1. Go to your registration session that you would like to update and make sure you are in Edit Mode.

  2. On the right side of the option within a "Radio" or "Checkbox" question, click Edit Dependent Conditions.

  3. Choose your conditional logic and click Save Conditions.

Difference Between ANY, ALL, or NONE

  • ANY: If ANY of the previous options to a question are selected, then the option will appear.

  • ALL: If ALL of the previous options to a question are selected, then the option will appear.

    • EX: Only show this registration option if the registrant is born within the year 1/1/2001 to 12/31/2003.

  • NONE: If any other question option is selected, this option will appear.

Create a Store Item

After you have created your registration questions, you attach "Store Items" to those questions.

NOTE: You can only add a store item fee to a "Radio," "Checkbox," or "Pulldown" question type.

  1. Go to the page of the registration to which you want to add your store item to.

  2. On the right side of the question option, click Add Store Item.

    • You must ensure that you have Sell Store Items and Collect Payments turned on in your Registration Settings to see this option.

  3. Under the Select Store Item header, click here to create a new store item.

    • It's always good practice to "right click" on that button and open a new tab.

  4. Click Add Store Item.

  5. Input the item's name, then scroll down and input the price.

    • To track the item's inventory, check 'yes' next to Track Inventory? to input your amount.

  6. Click Create Item.

    • Payment options, like pay offline and installments, are found at the bottom of the page. To edit, click the gray gear icon.

    • If you want to add variations to the store item, click the gray gear button next to the fee of the item, and choose Add Item Variation.

NOTE: When you add more than one item variation under a store item and attach a discount code to that store item, all of the variations will be attached to that discount code.

Example on how to update payment options.

Add Early-Bird Fees and Late Fees to Store Items

NOTE: This step is optional.

Late Fee

  1. After you create your store item (previous step), under the name of the store item, click Add Price.

  2. Under the Price open text box, input the price of your late fee.

  3. Under the Date Range, change when the fee should apply.

  4. Click Create Price.

Early-Bird Fee

  1. When you initially create your fee (previous step), set the price to reflect your early fee.

  2. Add Price (outlined above) to create your normal fee.

Add Store Item to a Registration Question

  1. First, create your store item. From the Registrations screen, click Store Item > Add Store Item. Fill out the form, and save it.

  2. Now, go to the page on your registration which you would like to add the store item to.

  3. Within the layout container, click Add Question/Element.

  4. Create a custom question that uses a radio button or checkbox.

  5. Save the question.

  6. On the right side of the question option, click Add Store Item.

  7. Find the store item you just created, click the "name," and choose Select Store Item at the bottom.

  8. Your store item will now be connected to that registration option.

Different Question Types on a Registration

NOTE:

  • Only questions in the "Question Groups" area can auto-populate

  • A question group can't be added more than once.

  • Restricted Question Topics (PLEASE READ)

  • When editing a question, DO NOT replace a new question option with an old question option. Those answers associated with the old question will filter over to the new question. If you no longer need an option, disable that option and add a new option so all registration data will stay in place.

Question Types

  • Short Text: Use when the registrant needs to input a short amount of text. (ex. name questions)

  • Long Text: Use when the user needs to input a large amount of text. (ex. medical questions)

  • Pulldown: If your question has a lot of answer choices, use a pulldown to save space on the registration page. (Conditional logic can’t be used on this question format’s options)

  • Radio: A type of question that one option can be selected. This is the most common question type used. (ex. position and level of play questions)

  • Checkbox: A type of question that a registrant can select more than one option. To make this question required, a "1" has to be entered into the Minimum checked boxes allowed. (ex. volunteer jobs)

  • Numerical: A type of question that only accepts numbers.

  • Decimal: A type of question that only accepts decimal answers.

  • Date: A type of question that formats the question in a date form. You can set the minimum and maximum date range accepted. (ex. birthdate)

  • Email: A question that forces a registrant to type in a valid email address.

  • Length: A type of question that asks for feet and inches. (ex. height)

  • Link: A type of question that allows a registrant to type on a link and can answer by selecting http://, https://, or mailto:.

  • Document Upload: A question where a registrant can upload a file. (ex. player waiver)

  • Profile Photo: A type of question where a registrant can upload a profile file.

Advanced Options

  • Column Name on Report: This will default to be the same text as the question label if nothing is typed in. This field can be custom if you want a different name to appear on a report.

  • Hidden Question: This is a question that a registrant will not see while registering. An admin with permissions can edit a registrant entry and answer hidden questions for a registrant. This is used for record-keeping purposes.

  • Hide Answer on Email Receipt: If you want to hide an answer to a question on that email receipt, this option needs to be checked.

  • Conditional Logic: The ability for a question to populate based on the answer to a previous question.

Related Information:








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