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How to Create a Shop Registration Wizard

Owned by Peter Hickson
Mar 19, 2024
5 min read

If you want to sell products from your shop to the public, a guest Registration Wizard can make it easier to gather their details when they come to make their purchase. A guest Registration Wizard allows users to register without going through the standard registration process, which will often include membership options that they may not be interested in at this point. So to not overwhelm these new people, we create a simplified registration for them.

This is a brief guide on Registration Wizards specifically for the Shop, for a more detailed guide about Registration Wizards, it can be found here: How to Create a Registration Wizard

Instructions

  1. Sign in to your myClubhouse site with an Administrator-level account.

  2. Navigate to the Configure Registration Wizards page:

    1. by default, this is under Admin > Page Customisation > Configure Registration Wizards.

    2. or type “/Registration/Admin/” into your browser’s address bar e.g.

  3. Click the “Create New” button to add a new Registration Wizard.

  4. Enter the basic details of the wizard.

    1. Name: The name of the registration wizard.

    2. Description: A description of the registration wizard, giving a short overview of where it will be used. The date of creation can sometimes be useful too.

    3. Owner: This will usually be the person who created the Registration Wizard.

  5. Availability: Defining who has access to this Registration Wizard.

    1. Public: Tick this as the users using this will not be members.

    2. Default: Do not set this Registration Wizard as the default as it is being used for the Shop, not for general registration.

    3. Restrict to Member List: Leave this as “No restriction”.

  6. Completion: This will stipulate what happens when a user completes the registration using this wizard.

    1. Send Emails: Untick this, as the club officers won’t need notifying every time a member of the public registers to purchase through the Shop.

    2. Registration Complete Message: Leave blank.

    3. Next Steps: Next steps will not be displayed when the Registration Wizard is accessed via the Shop.

  7. Design

    1. Title: The title of the Registration Wizard as displayed to the user.

    2. Caption for Completion Button: What is written in the button at the bottom of the Registration Wizard that will complete it.

    3. Child Registration: For the Shop, it is best to uncheck both Child Registration options.

  8. The introduction appears at the top of the Registration Wizard. For guest registration, it is good to include an alert to remind users who have previously registered to log in rather than register again.

    Click the “Add Element” button and select “Alert Message”.

    1. Type: This defines what the colour and the alert will be which relates to the type of message the alert is for. For this example, “Warning (yellow)” is the best choice.

    2. Title: The title that appears at the top of the alert.

    3. Icon: The icon that appears next to the title at the top of the alert.

    4. Text: The main body of text that will appear in the alert.

    5. OK: Confirm the details for the alert message and go back to the Registration Wizard design.

  9. Add other elements to the Registration Wizard. For a guest registration, the amount of information that needs to be gathered is minimal. Below are the recommended elements, but others may need to be added to tailor to your needs, such as Date of Birth, a telephone number for contact, or Forms for extra information like how they found out about the Shop.

    1. Name: The name of the user.

    2. Address: The address of the user. This is needed if your Shop products need delivering to their home address.

    3. Username & Password: This allows the user to log in rather than registering again when they want to use the shop again. It is a good idea to turn on “Username is email address” for guest registration, as it reduces the number of fields the user has to fill out (if turned off, they would have to enter their Username and email address separately) and makes it easier for users to remember if they want to sign in to purchase from the Shop again in the distant future.

    4. Mandatory System Consents: This is required because the Registration Wizard is public, so users must agree to the Privacy Policy and Terms & Conditions.

  10. Click “Preview” to make sure you are happy with how the Wizard looks, and then click “Save changes” to save the wizard.

  11. To add the Registration Wizard to the Shop:

    1. Navigate to Shop > Configure Club Shop.

    2. Select “Specific registration wizard” and choose the Registration Wizard from the dropdown.

    3. Now, when someone not signed in goes to the Shop and clicks to register, so they can purchase an item, they will be shown the Registration Wizard you’ve selected.