Online Registration > Online Registration Configuration

Last Updated: Jun 16, 2017 12:58PM CDT

The Client Registration Portal allows your clients to update their information and register for classes, events and other services online.

To configure online registration:

  1. Navigate to the Admin Module -> Setup -> Online Registration -> Configuration page.
  2. Configure the settings for each section.
  3. Click Update for each section in which you make changes. 

General Registration Settings

‚ÄčFacebook Share Image: allows you to specify the image that will be used when sharing public pages to Facebook.

Show client help link: allows you to turn on/off the 'help' link in your Client Registration Portal.

Show contact us link: allows you to turn on/off the 'contact us' link in your Client Registration Portal.

Show employee bios: allows you to turn on/off the ability for your clients to see the employee bios in your Client Registration Portal.

Client Settings

Allow Clients to create/update their Profile: allows you to specify whether your clients will be able to register for a new account and login to the Client Registration Portal to update their information.

Allow inactive clients to login: allows you to specify if clients that have been marked 'inactive' can login or not. If they login as 'inactive' they will be reactivated.

Show preferred contact option: allows you to specify if you want this option to be displayed in the Client Registration Portal

Allow Clients to post Classes & Events to Facebook & Twitter: allows you to specify if the Facebook and Twitter icons will be displayed in the Client Registration Portal so clients can share registration with their friends.

Allow Clients to Enter Family Information During Registration: allows you to specify if clients are able to enter family members in their account.

Custom Sign-Up Form: here you can select a custom form to be used during the client registration process.

Dog Settings

Allow Clients to Enter Vaccine Information During Registration: by checking this a client can enter their dog's vaccine information online. You can then verify those and mark them as 'verified' in the system.

Automatically add 'Attends' values when client adds a dog: this allows you to set the default values that are automatically entered when a client adds a dog online. By default only dogs with an attends value that corresponds to the current module will show up in the dog list.

Custom Sign-Up Form: Here you can select a custom form to be used during the dog registration process.

Dog Label Text: allows you to specify a different name to use for 'Dogs' in the Client Registration Portal. This can come in handy if you work with other types of animals as well. NOTE: the system will still show 'Dogs' internally in the Admin portion of the program.

Class Registration

Allow Clients to Register for Classes: allows you to enable/disable class registration through the Client Registration Portal.

Show class specs on class details page: by checking this your clients will see the system generated information when viewing class details - such as cost, max dogs, length, etc.

Count pending registrations toward total registrations: checking this will include the pending registrations (as well as the confirmed registrations) towards the maximum number of registrations for a class.

Show number of remaining slots: checking this will show the number of remaining slots for each class within the Client Registration Portal.

Add clients as 'Pending' when registering them for classes internally: when this is checked, the registrations added internally in the system will initially be in the 'pending' status just like online registrations done through the Client Registration Portal.

Days after start date to allow clients to register for a class: this will allow you to specify the number of days after a class starts that you want to allow clients to register. For example: if you want clients to be able to register for up to one week after a class starts you can set this value to 7.

Public Registration Tab Text: allows you to specify a different name to use for 'Classes' tab in the Client Registration Portal. NOTE: the system will still show 'Classes' internally in the Admin portion of the program.

Class registration list style

  • Session View - this is the default and will show each session as a separate line with its own 'Sign-Up Button' in the Client Registration Portal
  • All Class View - this will show all the classes you offer even if there are not currently any sessions available for registration.
  • Available Class View - this will show classes that have sessions currently available for registration. They will be grouped by the class.
 

When class is full: this allows you to specify what your clients will see when a class has reached its maximum capacity. 

  • Don't Show: will remove the class from the list on the Client Registration Portal.
  • Close Registration: will show a full button and not allow clients to register.
  • Allow Registrations: will show a sign-up button and allow clients to register even though the class is full.

Event Registration

Allow clients to register for events: by checking this your clients will be able to register for any events that you schedule that are marked as Public and have the Allow Registration (Track Attendance) flag set.

Count pending registrations toward total registrations: checking this will include the pending registrations (as well as the confirmed registrations) towards the maximum number of registrations for a class.

Add clients as 'Pending' when registering them for events internally: when this is checked, the registrations added internally in the system will initially be in the 'pending' status just like online registrations done through the Client Registration Portal.

Days before start to close event registrationallows you to specify the number of days before an event starts that registration will be closed. For example: if you want clients to be able to register for events up to one week before the event starts you can set this value to 7.

Public Registration Tab Text: allows you to specify a different name to use for 'Events' tab in the Client Registration Portal. NOTE: the system will still show 'Events' internally in the Admin portion of the program.

Auto-Responders: allows you to specify which auto-responders will be sent when you are not using registration levels for an event.
 

  • Registration - sent as soon as the client registers for the event.
  • Confirmation - sent when the registration is confirmed (manually or because of an online payment)
  • Waiting List - sent when you manually put a client into the 'waiting list status' for an event.

Private Training Registration Settings

Allow clients to register for private training online: by checking this your clients will be able to register for private training openings that you have scheduled.

Public Registration Tab Text: allows you to specify a different name to use for 'Private Training' tab in the Client Registration Portal. NOTE: the system will still show 'Private Training' internally in the Admin portion of the program.

Therapy Registration Settings

Allow clients to register for therapy online: by checking this your clients will be able to register for therapy openings that you have scheduled.

Public Registration Tab Text: allows you to specify a different name to use for 'Therapy' tab in the Client Registration Portal. NOTE: the system will still show 'Therapy' internally in the Admin portion of the program.

Daycare Registration Settings

Allow clients to register for daycare: by checking this your clients will be able to register for daycare online.

Public Registration Tab Text: allows you to specify a different name to use for 'Daycare' tab in the Client Registration Portal. NOTE: the system will still show 'Daycare' internally in the Admin portion of the program.

Boarding Registration Settings

Allow clients to register for boarding: by checking this your clients will be able to register for boarding online.

Public Registration Tab Text: allows you to specify a different name to use for 'Boarding' tab in the Client Registration Portal. NOTE: the system will still show 'Boarding' internally in the Admin portion of the program.

Package Registration Settings

Allow clients to register for packages: by checking this your clients will be able to register for your 'public' packages online.

Public Registration Tab Text: allows you to specify a different name to use for 'Packages' tab in the Client Registration Portal. NOTE: the system will still show 'Packages' internally in the Admin portion of the program.

Payment Settings

Use Current Date/Start Date for ALL (online & internal) transactions: this determines which date you want to have used for transaction when a client registers online.

Allow Clients to Mail in Payments: allows you to enable/disable mail in payment for your clients. If enabled this will show the client their invoice at the end of their registration so they can print and mail it with their payment.

Allow Clients to Pay Online: allows you to enable/disable online payments for your clients.

Prompt Clients to Pay Online to Register for Services (no pay later): by checking this box your clients will be prompted to make their payment online to complete their registration. Registrations will still be visible to you in DogBizPro but will have a status of Payment Pending until the payment is completed or you manually confirm them. We recommend you do not check this box as some clients may wish to pay by cash or check.

Automatically Confirm Registration when Payment is Processed: by checking this box your registrations will be automatically confirmed when the payment has been processed. Please Note: For PayPal you must also setup the PayPal IPN in your PayPal account.

PayPal

Email: In order to accept PayPal payments you must enter the email address associated with your PayPal account.

Currency: Select the currency to be used for your PayPal payments.

IPN: By setting up the PayPal IPN (Instant Payment Notification) you can have the payments automatically applied to the clients accounts.

Merchant Account

Authorize.NET (Get an Account)

API Login ID: This can be obtained from your Authorize .NET account

Transaction Key: This can be obtained from your Authorize .NET account

Test Mode: this allows you to turn on test mode so you can test the entire payment process through Authorize .NET.

Auth Type: this allows you to specify how you want to have your transactions processed through Authorize .NET

Cards Accepted: this will determine which card icons show up to your clients on the final payment page.

Invoice Description: default memo for online invoices

Seal Code: here you can enter the seal code provided by Authorize .NET to display your merchant seal on the shopping cart pages.

MD5 Hash: this is the value you have set in your Authorize .NET account for security purposes.
 


BluePay (Get an Account)

Account ID: This can be obtained from your BluePay account

Secret Key: This can be obtained from your BluePay account

Test Mode: this allows you to turn on test mode so you can test the entire payment process through BluePay.

Auth Type: this allows you to specify how you want to have your transactions processed through BluePay.

Cards Accepted: this will determine which card icons show up to your clients on the final payment page.

Policy/Waiver Settings

Show Client Waiver During Registration: by checking this box you will be requiring your clients to click I agree to your waiver in order to proceed with their registration.

Waiver: To setup a registration waiver you need to first create a document and then select it from the list.

Waiver Expiration: here you can choose how often your clients will need to 'agree' to the waiver when registering online.
 

  • No Expiration - means the client will only see the waiver the very first time they register for a class or service online.
  • Always Show - means the client will see the waiver the every time they register for a class or service online.
  • Specified Length - means the client will see the waiver the next time they register for a class or service online after this number of days.
  • Specified Date - means the client will see the waiver the next time they register for a class or service online after this date.

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