Registration Form - Settings & Fees

After you have created the Registration Form Involvement, you will need to configure the Settings & Fees for your registration.

Settings

Navigate to the Registration > Settings & Fees tab and configure the options as needed for your form in the Settings section. This is the list of available settings and what they do.

  • Registration Title - If you would like something other than the name of the Involvement to display on the registration form, enter that title in this field.

    Example:

    • Involvement Title = Cambodia Mission Trip

    • Registration Title = Cambodia 2024

  • Start Date, End Date - 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. The registrant will see a message that Registration is not available if they are trying to register during a time outside these dates.

    Caution

    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.

  • Registration Closed - Check this box once online registration has ended. If your registration link is posted on a public website, anyone clicking on the link to register will see a message that registration has ended.

  • Redirect URL - Redirects this registration page to the entered URL. You only need to enter part of the URL after https://church.tpsdb.com, so an example would be /Give/makeagift?type=monthly. This will only work if the registration is closed.

  • Access Code - You can set an access code to supply a person to register while keeping the registration closed. This way only someone with the code will be able to register.

  • Submission Type

    • One per person - This setting allows a person to only enroll once. It does not mean that it only allows one person to register. You can still register your family members. You just cannot register yourself again.

    • Multiple - This setting will allow a person to re-register. A use case of this would be a Wednesday Night Meal purchase where the person would register each week. Also, when you select Multiple, the Registration Limit and Max Fee options are unavailable.

  • Registration Limit - Enter the maximum number of people you want to allow to register. Once the limit is reached, the Closed Message will display when someone tries to register. You can set the Closed Message on the Messages tab.

  • Page Shell - This defaults to None, which will just display the form with a light gray background around it. To use an HTML Shell, select the name of the shell (created and stored in Special Content). In order for a shell to display in the drop down list, the HTML file must have a keyword of “Shell”.

  • Sign In

    • Optional - This will allow registrants to sign in to register, but it is not required. This is the default setting.

    • Hidden - This will not allow registrants to sign in to register.

    • Required - This will require registrants to sign in in order to register. This will also display three additional options.

    • Require Member Status (only available if you require sign in) - The registrant must have this Church Member Status in order to register.

    • Require in Involvement (only available if you require sign in) - The registrant must be in this Involvement in order to register.

    • Block in Involvement (only available if you require sign in) - This will not allow a person in this Involvement to register.

  • Timeout (minutes) (optional) - By default, registrations time out after 3 minutes of no keystrokes. Enter a number to increase the length of time for this registration, if necessary. This can also be set for all registrations with the Reg Timeout admin setting (Admin > Advanced > Settings > Features > Registrations).

  • Join As - By default this will be set to Member, meaning anyone that registers will be added as a Member of the Involvement. You can change this to Prospect, meaning that anyone that registers will be added as a Prospect of the Involvement.

Advanced Settings

The Advanced section offers two additional, optional settings.

  • Allowed Embed Sources - Specifies a list of URLs for websites that can embed this registration (e.g. https://www.example.com). This overrides the global setting.

  • OnEnroll Python Script - This is the name of a scripe in Special Content > Python Scripts that will be run when someone is enrolled during a registration.

Additional Settings

Navigate to the Settings > General tab if you want to use the following settings in the Validation section.

  • Gender - If a gender is specified, only a registrant with a gender that matches the selection will be able to register.

  • Birthday Start - If a date is specified, only a registrant with a date of birth on or after that date will be able to register.

  • Birthday End - If a date is specified, only a registrant with a date of birth on or before that date will be able to register.

Fees

Navigate to the Registration > Settings & Fees tab and configure the options as needed for your form in the Fees section.

  • Fee Type

    • Non-contribution - This is the default.

    • Tax Deductible - This can only be changed by a person with a Finance role. Once selected, the Account Code selection will change to a Fund Selection and all other settings will be unavailable, except for No Credit Cards.

    Use cases for this option are Easter Lillies, Pew Donations, etc.

  • Account Code - This will be shown when the Fee Type is Non-Contribution. Select the appropriate Account Code for any fees to be attributed to.

    See also

    Lookup Codes

  • Fund - This will be shown when the Fee Type is Tax deductible. Choose the appropriate Fund for these Fees to be attributed to. All other settings in the Fee area will be unavailable, except for No Credit Cards.

    See also

    Fund Management

  • Per Person Fee - Enter the dollar amount of the base fee. You can charge fees solely based on options that are selected within the Questions Tab, without putting a fee in this setting.

  • Fee Increase/Decrease - Add a positive number to increase the fee or a negative number to reduce the fee.

  • Fee Change Date - If you have added a Fee Increase/Decrease, you will be required to enter a date that you want the Fee Increase/Decrease to expire.

  • Max Fee - Enter a dollar amount if you want to set a maximum amount that will be paid during that registration for all registrants registering at the same time.

  • Apply max to other fees - Check this box if you want the total fees charged to registrants registering at the same time not to exceed the Max Fee, regardless of any extra fees (for shirts or any fee associated with a checkbox, etc.). Leave the box unchecked to have those other fees added on top of the Max Fee.

  • Deposit Amount - Entering an amount in this field allows the registrant the option to either pay in full or pay a deposit. If you allow for paying a deposit, you must add the {paylink} email replacement code in the confirmation email so the registrant has a link to return and make subsequent payments.

    This is the text that will replace the paylink code in a confirmation: Click this link to make a payment and view your balance.

    When you allow a deposit, the registrant can make as many additional payments as they want until paid in full. They will be presented with the full payment in a text box and they can change that to whatever they want as a payment. It is like an installment payment.

  • Add Processing Fees - Check this box to add processing fess to the total. This amount will adjust based on their payment method.

  • Allow Discount Codes - Check this box to allow the use of discount codes for this registration. This will allow the registrant to enter and apply a discount code.

  • No Credit Cards - Check this box if you do not want to allow credit card payments.

  • Involvement Discount - When selected, you can adjust the per-person fee, positive or negative, for any registrant that is also in the Involvement you choose. This discount will not apply to fees on questions.