Online Registrations on Custom Mobile App ========================================= If your church is using the custom mobile app, you can define a tile or banner to point to `Online Registrations `_. This makes it very easy for your members to sign up for your upcoming events. Once they sign in to the app, they will be authenticated to register. All they need is a user account in your TouchPoint database and the app downloaded onto their mobile device. Staff users (with `Access` and `Edit` roles) can manage their registrations, deciding if they want them to display on the app and, if so, in what **Order**, under which **Category**, by **Location** set in the app portal, and whether to display the **Individual** or the **Family** link. If your church does not have a Custom mobile app, get more information and register to take a tour of the app here - `TouchPoint Software Full Integrated Mobile App `_. .. note:: For each registration that you want to show on your custom app, check `Include in Mobile App` in the `Advanced Setup` section on the `Registration > Registration` tab for each Involvement. .. _Categories: Registration Categories ----------------------- Categories are used within the app to group registrations by type or ministry. Step 1 Go to `Administration > Setup > Lookup Codes > Involvements > Category in Mobile`. Step 2 Click the green `Add Category Mobile` button and enter the New ID number (cannot use same number twice) and click `Submit`. Step 3 Click `Empty` under the `Code` column to enter a code, which should be 1-3 unique letters. Step 4 Click `Empty` under the `Description` column and type the name of the Description you want to use. This will be the name for the Category, so name it according to the way you are choosing to categorize your registrations. Step 5 Under the `Sort Order` column, add numbers to establish the sort order for these categories, which will determine the order they will display in the custom app. Step 6 Go to `Involvements > Manage > Search` and click the `Mobile View` tab to assign the Category to each live registration that will be in the app. .. tip:: Create the Categories before your registrations are turned on for your app. You can go ahead and assign the Categories to your online registrations and they will be in place when your mobile app registrations go live. Registration Locations ---------------------- Locations that have been created in the `TouchPoint App Portal `_ can be used to show specific registrations per location in the app, which you control in your database. .. note:: The Location feature will only be used if you use multiple locations in your app. Step 1 Go to `Administration > Setup > Lookup Codes > Involvements > Location in Mobile`. Step 2 Open a new browser tab and go to the `TouchPoint App Portal `_ under `Locations > Locations` and hover your cursor over the specific location you want to assign to your registrations. A popup will show the `LocationID` number that you will need to add to your database under the `Id` column on the page mentioned in Step 1. .. figure:: https://c4265878.ssl.cf2.rackcdn.com/trialdb.2204202318.locations.png :target: # Step 3 Go back to the browser tab with the Location Mobile page and click the green `Add Location Mobile` button. Enter the new `ID` number, which was the number that was assigned to the Location within the app portal labled `LocationID`. Click `Submit`. Step 4 Click `Empty` under the `Code` column to enter the code, which should be 2 unique letters. Step 5 Click `Empty` under the `Description` column and type the name of the Description you want to use, which should be the name for the Location. This will make it easy to identify when you are choosing to categorize your registrations by that specific location. Step 6 Go to `Involvements > Manage > Search` and click the `Mobile View` tab to assign the Location to each live registration that will be in the app. Managing App Registrations -------------------------- Here are a couple of points to remember about Online Registrations and the Mobile App: #. Most of the management of the online registration itself is done on the registration involvement. #. Most of the management of registrations in regard to displaying on the app is performed on the `Mobile View` tab on the `Involvements > Manage > Search` page. .. figure:: https://c4265878.ssl.cf2.rackcdn.com/trialdb.2204211623.mobileview.png :target: # Sample Mobile View .. important:: Registrations will not show in the app if the Involvement is `Inactive` or has a `Registration Type` of `No Online Registration`. Editable Settings on Mobile View Tab ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ These settings can be edited right on the `Involvements > Manage > Search` page under the `Mobile View 2.0` tab. Include in mobile app This box is checked in the `Advanced Setup` section on the `Registration > Registration` tab of the Involvement, which then adds it to the `Mobile View 2.0` tab and displays the registration in the app. Unchecking this box from the `Mobile View 2.0` tab will remove this registration from the app and this page. Sort Order This determines the placement of this registration within its specific `Category`. Click in the field and enter an integer for the sort. A sort is not required for the registration to display on the app. Category These options will be whatever was created in the **Registration Categories** under `Administration > Setup > Lookup Codes > Involvements > Category in Mobile`. Click in the field to select a `Category`. See the section above regarding :ref:`Categories`. Location This is where you can assign the `Location` to each live registration in the app. Start Date and End Date The `Start Date` and `End Date` are the dates the registration will allow someone to register. Filled and Closed If either of these are **checked**, the registration will no longer display on the app. These indicate that the registration has either met its maximum number of registrants or the `End Date` has passed. Type This is the link type tied to the registration. By default, the link is `Individual` to initially display only the person that is logged in. You can select `Family` to initially display all the family members of the person that is logged in. This is referring to what the person sees when they click the `Register Now` button at the bottom of the `Registration Details` page on the app. Description A `Description` can be added here or on the Involvement page itself under `Settings > General > Basic Setup`. This description will be displayed on the `Registration Details` page on the app. Photo A `Photo` can be added here or on the Involvement page itself under `Settings > General > Basic Setup` and this description will be displayed on the `Registration Details` page on the app. .. tip:: To find other registrations that are not on your app yet, go to `Involvements > Manage > Search` and filter for `Online Registration`, selecting `(Any Reg Not on App)`. Look through those to decide if any of those should be displaying on the app and make any necessary changes to the registration Involvement so they will display. | | +--------------------+------------------+ | **Latest Update** | **4/24/2023** | +--------------------+------------------+ Updated for Mobile View 2.0 name change