Basic Setup¶

Registration Type

Select the Registration Type from the drop-down menu. The main types for regular online registrations are

• Join Involvement

• User Selects Involvement

• Compute Involvement By Birthday

The default is No Online Registration.

See also

Registration Types

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 2028

Redirect Url

Sends anyone who opens this registration to another page in your database. Enter only the part of the URL after https://yourchurch.tpsdb.com, such as /Give/makeagift?type=monthly.

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.

If you are using a Master Involvement, you would typically enter these dates on that Involvement. However, you can put these dates on the Pick List Involvements, if one or more of them needs different dates. The registrant will see the message Sorry, registration is not available at this time. if they try to register outside these dates. This date is also used in conjunction with Allow Save Progress - see below.

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.

Max Limit

When the number of members reaches this number, registration closes and registrants see the message Sorry, but registration is closed.

Caution

Do not use Maximum Limit on Involvements in a Pick List if you have a Compute Involvement By Birthday registration type. You can use the Maximum Limit with a User Selects Involvement registration type if you want a Master Involvement. Or you can just have individual registration links with the Join Involvement registration type when you have a limit on the number of registrants.

Registration Closed

Check this box once online registration has ended. This is the preferred way to end a registration, rather than changing the Registration Type. 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 since the Registration Start date, or in the past 30 days if there is no 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 Register Someone Else button. This box must always be checked for the following: - Online Giving - Manage Recurring Giving - Online Pledge - Mission Trip

Note

Allow only one is applied automatically when the Involvement is flagged as a Mission Trip on the Settings > General tab, and for Ticketing, Choose Volunteer Times, and Record Family Attendance registrations. It is also applied when using the Tickets question in a registration.

Join Type¶

Involvement Pick List

This will display only if the Registration Type is User Selects Involvement, Compute Involvement By Birthday, or Manage Subscriptions. Click the Choose Involvements link on the Master Involvement to associate those Involvements that should be in the pick-list.

Once selected, each Involvement in the list is also a link to that Involvement.

Note

If you are viewing one of the Involvements in the pick-list and not the Master Involvement, the Master Involvement will display in this section. It will be a link to the actual Master Involvement.

See also

User Selects and Compute Involvement by Birthdate Registrations

Manage Subscription Registration

Master Involvement Link

This link to the Master Involvement will display if the Involvement is part of a pick-list for a Master Involvement (see above).

Other Involvement ID to Join

This will add the registrant as a Member of another Involvement in addition to the one for which they are registering. To set this, enter the Involvement ID # of the 2nd Involvement.

Add As Prospect

When checked, the registrant is added as a Prospect of the Involvement, instead of a Member.

This is useful when you post a link for online registration for a Life Group or other small group.

Allow Re-Register

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, they go directly to their registration.

• If they do not log in, they receive an email with a Manage Registration link. An on-screen message lets them 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 changes 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.

Important

This is not appropriate for registrations that have fees.

A common use is 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¶

Age Groups

This will put a registrant in a small group within the Involvement based on the person’s age. The registrant does not see this (i.e. it is 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.

Advanced Setup¶

Validate Involvements

When you enter an Involvement 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 Involvements in order to register.

Enter the Involvement ID #s, separated by a comma. You can exclude members of Involvements by adding a minus sign in front of the Involvement ID.

You can have combinations—that is, one Involvement that is required and one that is excluded. Just be sure to separate them with a comma.

Class Filled

The Class Filled checkbox is on the Settings > Check-In tab, not this tab, but it also affects online registration. Check it if you can no longer take new online registrations. If the Registration Type is User Selects Involvement, a registrant who selects that Involvement sees a message that it is not available. Class Filled is not checked automatically when you reach the Max Limit. When this box is checked, the Sorry message (see Messages Settings Tab) will display for anyone who goes to the Registration page to register.

Caution

If this box is checked for an Involvement that is set to Allow Self Checkin, that Involvement 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.

Allow Release My Tickets, Allow Transfer My Tickets

For Ticketing registrations, these let ticket holders release or transfer their tickets.

See also

My Tickets Page

Include in Mobile App

Shows this registration in the mobile app.

See also

Mobile App Setup - Events

HTML Shell

To use an HTML Shell other than the default (ShellDefaultBs), select the name of the shell (created and stored in Special Content). In order for a shell to show up in the dropdown list, the HTML file must have a keyword of “Shell”.

See also

Default Shell for Online Registrations

Terms & Conditions

Select the HTML file (stored in Special Content) containing terms that the registrant must agree to.

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.

Submit Button

Enter the text you want for the button used to submit the questions and continue the registration.

AddToSmallGroup Script Name

Enter the name of a script in Special Content > Python Scripts that will run when someone is added to a sub-group during a registration.

OnEnroll 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.

Some technical details: The OnEnroll script runs after a registration completes. The Data object passed to the script is essentially the registration questions and the Involvement member record. The data can vary by the type of Involvement and the questions included in the registration, but if you called print(Data) the results would look something like this:

{
  "PeopleId": 3197944,
  "InvolvementId": 2189186,
  "OnlineNotifyId": 2111543,
  "OnlineNotifyEmail": "Monique@nowhere.name",
  "OnlineNotifyName": "Monique Barnes",
  "LoggedIn": true,
  "FirstName": "Daniel",
  "LastName": "Baez",
  "ExtraQuestion": {},
  "DropdownOption": {},
  "Checkbox": {}
}

Time Out

Enter the number of milliseconds (e.g.600000 = 600 second = 10 minutes). This overrides the default on just this Involvement. 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 in, you can construct a Special URL - ?login=true.

See also

Special Registration URLs

Forgot Password or Username

Relaxed Requirements¶

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

• DOB

• Email Address

• Street Address

• City, State, Zip

• Phone Number (either Cell or Home)

• Gender

• Marital Status

The following items, when checked, 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.

Birth year not required

Requires just the month and day, but not the year

Date of birth not required

Does not require a date of birth at all

Address not required

Does not require a street address

Zipcode not required

Does not require a zip code

Phone number not required

Does not require any phone number

Gender not required

Does not require gender

Marital status not required

Does not require marital status

Find shows Date of Birth

When unchecked, the prompt for date of birth will not appear in the section to enter information to find the registrant’s record.

Find shows Phone Number

When unchecked, the prompt for phone will not appear in the section to enter information to find the registrant’s record.

Shows Country List

Adds a Country dropdown to the address for new records.

Show Create Account Checkbox

Displays the Create Account (optional) checkbox so the registrant can create a user account.

See also

Online Registration Basics and FAQ

Campus Requirement¶

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 Involvement labeled Not Req Campus. This option only displays if you have ShowCampusOnRegistration in the Settings.

When Not Req Campus is checked, Campus still displays when a registrant is creating a new record, but Optional displays and the person does not have to select a Campus.

If the registrant does not select a Campus, they are assigned the Campus selected on the Involvement. If the Involvement has no Campus, they are assigned the DefaultCampus in the Settings, if there is one.

Corrected Max Limit and Class Filled behavior and campus assignment, added missing settings (Redirect Url, ticket options, Include in Mobile App, Terms & Conditions, Submit Button, AddToSmallGroup Script Name, Country, Create Account), and updated setting labels and roles. Updated the example Registration Title date.