Registration Settings Tab¶
The following are settings found on the Registration > Registration tab for any Organization. These all apply to an Organization that is to be used for Online Registration.
See Class Filled below. It applies not only to Online Registrations, but also Self-Checkin.
- Registration Type
Select the Registration Type from the drop-down menu. The main types for regular online registrations are
- Join Organization
- User Selects Organization
- Compute Org by Birthday
The default is No Online Registration. Until you select a type other than the default, the tabs for Fees, Questions, and Messages are not available.
- Registration Title
If you would like something other than the name of the Organization to display on the registration form, enter that title in this field.
Example: Organization Title = Cambodia Mission Trip; Registration Title = Cambodia 2014
- Registration Start, Registration End
Select from each calendar box the date and time you want online registration to be available. People will be able to register only between those dates/times. This is Central Time. If you are using a Master Org, you would typically enter these dates on that Org. However, you can put these dates on the Pick List Orgs, if one or more of them needs different dates. The registrant will see a message that Registration is not available if they are trying to register during a time outside these dates. This date is also used in conjunction with Allow Save Progress - see below.
If the start date will be a future date, do not set it until after you finish testing your registration. Otherwise, you will see a message that registration is not available.
- Max Limit
This will cause the class to go into a Class Filled state when the number of members reaches this number.
Do not use Maximum Limit on orgs in a Pick List if you have a Compute Org by Birthdate registration type. You can use the Maximum Limit with a User Selects reg type if you want a Master Org. Or you can just have individual registration links with Join Org registration type when you have a limit on the number of registrants.
- Registration Closed
- Check this box once online registration has ended. If your registration link is posted on a public website, anyone clicking the link to register will see a message that registration has ended.
- Allow Save Progress
When this is checked, it allows a registrant who has logged in or who has come to the registration via a RegisterLink, to leave the registration without completing it and return with the information they have already entered saved for them. When they click the Save Progress, Finish Later button, which will display under the Submit button, an email will be sent to them with a link they can use to continue their registration. After clicking the link, they will be presented with the option to continue their existing registration or start a new one.
Even without clicking the Save Progress button, when someone logs in to register, the system will look for any incomplete registrations that have been started in the past 30 days, or after the Registration Start Date. At that point, it will give them this option to continue with the original registration or start over.
- Allow only one
When this is checked, the registrant will not see the option Add Other Registrations. This box must always be checked for the following: - Online Giving - Manage Recurring Giving - Online Pledge - Mission Trip
Allow only one is set automatically when the registration is flagged as Mission Trip on the Settings > General tab.
- Organization Pick List
This will display only if the Registration Type is User Selects, Compute Org by Birthday or Manage Subscriptions. Click the Choose Organizations link on the Master Org to associate those Organizations that should be in the pick-list.
Once selected, each Organization in the list is also a link to that Organization.
If you are viewing one of the Organizations in the pick-list and not the Master Org, the Master Org will display in this section. It will be a link to the actual Master Org.
- Master Org Link
- This link to the Master Org will display if the Organization is part of a pick-list for a Master Org (see above).
- Other Org ID to Join
- This will add the registrant as a Member of another Organization in addition to the one for which they are registering. To set this, enter the Organization ID # of the 2nd Organization.
- Add As Prospect
When checked, the registrant is added as a Prospect of the Organization, instead of a Member.
This is useful when you post a link for online registration for a Life Group or other small group.
- Allow ReRegister
This allows a person to register again and change selections they picked the first time.
- If the person logs in and is already a member, he will go directly to his registration.
- If he does not log in, he will receive an email with a Manage Registrations link. There is an on-screen message letting him know about the email that was sent.
If the registration uses checkboxes, those will display when re-registering and will display the previous answers. Remember, you will lose the history of previous answers. as re-registering will actually change their previous answers. Exception: if you change the answers in the registration, previous answers will still display in the Member Dialog, unless you delete the sub-groups that were created.
This is not appropriate for registrations that have fees.
The best use case is for a prayer room signup, in which the person is selecting a time slot to pray. You can include a RegisterLink in the confirmation or they can go to where the registration is posted online and register again.
- Age Groups
This will put a registrant in a small group within the Organization based on the person’s age. The registrant does not see this (i.e. it it not an option they select during the registration).
Click + Add Item and enter the Range of ages such as
1-10, then enter the name you want for the SmallGroup. If you want to add a fee based on the age group, enter that. Leave blank if there is not a different fee based on age.
Continue as above until you have all the ranges you need.
Adding Members Manually
Neither the Class Filled box being checked, the Max Limit being reached, nor the Validate Orgs information will restrict you from adding someone as a Member manually - that is, by using the Add People button on the Members tab of the Organization.
- Validate Orgs
When you enter an Organization ID # (or multiple IDs separated by commas), a constraint is imposed on the online registration requiring the registrant be a member of one of these Organizations in order to register.
Enter the Organization ID #s, separated by a comma. You can exclude members of Organizations by adding a minus sign in front of the Org ID.
You can have combinations—that is, one Org that is required and one that is excluded. Just be sure to separate them with a comma.
- Class Filled
Check this box if you can no longer take new online registrations. If the Registration Type is User Selects, this selection will be grayed out in the list. If you have a Max Limit set and you reach that maximum this flag will get set automatically. When this box is checked, the Sorry message (see Messages Settings) will display for anyone who goes to the Registration page to register
If this box is checked for an Organization that is set to Allow Self Checkin, that org will not display when you need to find a class for guests to check into, even if you press the magic button.
Exception: Any guest who visited recently enough to still have their name printed on the rollsheet (within the Rollsheet Visitor Weeks) will be able to check in, just like members can.
- Member Only
- When checked, this restricts registration to only those with a church Member Status of Member.
- HTML Shell
- To use an HTML Shell other than the default (ShellDefault), enter the name of the shell (created and stored in Special Content).
- Special Script
- Enter the name of the HTML/Script file for this registration. This only works with the Special Script type of registration (stored in Special Content).
- Finish Registration Button
- Enter the text you want for the button used to Finish, Continue or Complete the registration. Please keep it short. Long Buttons do not look very good. The default text is Finish Registration.
If you want to change the text of the Register Someone Else button, you can add the Admin Setting named RegisterSomeoneElseText and enter as the value the text you want to display on that button. This will change the text of that button for all online registrations.
- On Register Script Name
- This is for a very limited use case and requires a special Python script be added to your database. Enter the name of a script in Special Content > Python Scripts that will be run when someone registers. Some churches use this to allow members to affiliate with a Campus.
- Time Out
- Enter the number of milliseconds (e.g.600000 = 600 second = 10 minutes). This overrides the default on just this organization. The default is either the RegTimeout database setting, if it exists, or the system wide default of 180000 (3 minutes).
- Disallow Anonymous
This will require the person registering to log in in order to register. Therefore, it does not allow anonymous registrations. If they do not already have a user account, or if they have forgotten their username or password, they can click Request Password.
If you prefer to present the log in page first, and still allow the person to register without logging, you can construct a Special URL - ?login=true.
By default, all new people records created during online registrations will ask that the person supply the following information during the course of the registration:
- First Name
- Last Name
- Email Address
- Street Address
- City, State, Zip
- Phone Number (either Cell or Home)
- Marital Status
Regarding the address - even without relaxing any requirements, all the address fields will be presented, but only the address line one and the zip is actually required. If the address is found in the USPS database, the city and state will be added to the address. If not found, only what the person entered will be retained on the person’s record. However, in order to process a payment, the complete address will be required on the payment page.
The following items, when checked, will actually relax requirements for any new records that are created during the course of a registration. Optional will display beside any fields that are checked as not required.
We do not recommend using these since they can defeat the safeguards we have in place to prevent duplicates.
You can add the setting named RelaxedReqAdminOnly and set the value to true and only an Admin user will see these relaxed settings and be able to edit them.
- Not Req Birth Year
- Requires just the month and day, but not the year
- Not Req DOB
- Does not require a date of birth at all
- Not Req Addr
- Does not require a street address
- Not Req Zip
- Does not require a zip code
- Not Req Phone
- Does not require any phone number
- Not Req Gender
- Does not require gender
- Not Req Marital
- Does not require marital status
These relaxed requirements apply to the page when creating a new record. The ‘Find’ record page will always ask for First Name, Last Name, Date of Birth, and Email Address in order to find an existing record.
With ShowCampusOnRegistration setting added and the value set to true, all new records that are added during an online registration will be presented with a drop down to select a Campus. The registrant will be required to make a selection, unless you check the option on the Registration > Registration tab of the org labeled NotReqCampus. This option only displays if you have ShowCampusOnRegistration in the Settings.
If you have CampusRequired equal
true in the Admin Settings,
you can check the box NotReqCampus on the org Registration > Registration tab.
Then Campus will display when a registrant is creating a new record,
Optional will display and not require the person to select a Campus.
If the registrant does not select a Campus, the DefaultCampus will be assigned to him. If there is no DefaultCampus in the Settings, that person will not be assigned a Campus. The Campus on the Org will not get assigned to new records if you are using the CampusRequired setting.
If you do not use the above-mentioned settings, any new record that is created during an online registration will be given the Campus that is selected on the Organization itself. If the org does not have a Campus selected, the person will be assigned the Default Campus, if your Settings have one listed.