Touchpoint Software Documentation | Registration Types

Registration Types

The Registration Type is set from a drop down menu on the Registration > Registration tab of an organization. The main types for regular online registrations are

  • Join Organization
  • User Selects Organization
  • Compute Org by Birthday

The default is No Online Registration. The tabs for Fees, Questions, and Messages under the Registration tab will not display until after you select a Registration type other than the default.

Basic Registration

Join Organization

For this type, each organization has its own link (URL) and the registrant is enrolled in the organization. The registrant is not presented with a dropdown list of choices, nor are they placed in an organization based on age and/or gender.

Master Org Style Registrations

User Selects Organization

For this type, the link (URL) is from a Master Org and not each individual organization. The registrant is presented with a list of organizations from which to pick. The registrant is enrolled in the organization selected.

Compute Org by Birthday

For this type, the link (URL) is from a Master Org and not each individual organization. The registrant is enrolled in the correct organization based on his date of birth and gender (optional).

Note

If a person is in the database, but does not have a date of birth on their record, they will see a message that no orgs are available based on their date of birth.

Manage Subscriptions

For this type, the link (URL) is from a Master Org and not each individual organization. The registrant is presented with a list of checkboxes for receiving newsletters and can check boxes to subscribe and can return to that page and uncheck boxes to unsubscribe. The registrant is enrolled in the organization representing that newsletter. They can enroll in several different organizations on the basis of this one registration.

Special Purpose

Choose Volunteer Times

This is used to manage volunteers who using a calendar format. It does not allow for questions and presents a special calendar.

RegisterLink Master
Not fully supported. (12.1.16)
Record Family Attendance

This is used to allow a family using a mobile device to register for an event, such as an Easter worship service.

Online Giving

These three registration types, Online Giving, Manage Recurring Giving and Online pledge, do not enroll the registrant in the organization. However, an organization is required to set up each of these types of registration. The confirmations, online notify person, and any instructions, must be set on the organization.

Manage Recurring Giving

This type is used to allow donors to schedule recurring donations.

See also

Online Giving

Online Giving

This type is used to allow someone to make a one-time donation.

See also

Online Giving

Online Pledge

This type is used to allow someone to make a pledge toward a pledge fund.

See also

Online Pledges

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