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When registering a child, it can often be beneficial to name or even register one or both parents at the same time.

In this guide, we will create a Registration Wizard for a child with two parents, and a Registration Wizard for additional children within the same family, i.e. with the same parents.

For further guidance about Registration Wizards with Parents, visit this guide: Registration Wizards: Parents

For further guidance about Registration Wizards in general, visit this guide: How to Create a Registration Wizard

Instructions

First, we need to create a Member List to restrict our first Registration Wizard.

  1. Navigate to Email > Member List Manager.

  2. Click “Add new”.

    AddNewMemLis.png
  3. Create a Member List that will never have anyone in it. This is so that the Registration Wizard can be limited to the public only. It should look something like this:

    MemLis1.png
  4. Click “Save”.

    SaveMemLis.png

Next, we need to create our first Registration Wizard for registering a child with their parent/s.

  1. Navigate to Admin > Page Customisation > Configure Registration Wizards.

  2. Click “Create New”.

    CreateNewRegWiz.png
  3. Enter the name of the Registration Wizard.

    RegWizName1.png
  4. Available to the public: Make sure this is checked.

    AvailableToPublicChecked.png
  5. Restricted to Member List: Select the Member List created above (steps 1-4) from the dropdown.

    RegWizMemLis1.png
  6. Title: Enter a title to appear at the top of the Registration Wizard.

    RegWizTitle1.png
  7. Child Registration: Make sure “Show child registration hints by default” is checked.

    ChildRegistration.png
  8. Next to “(No section title)”, click the yellow pencil button.

    EditNoTitleSection.png
  9. Enter the title “First Child”.

    FirstChildSectionTitle.png
  10. Select an appropriate icon.

    FirstChildSectionIcon.png
  11. Click “OK”

    OK.png
  12. Click Add Element > Name.

    AddElementName.png
  13. Click “OK”

    OK.png
  14. Click Add Element > Date of Birth.

    AddElementDOB.png
  15. Click “OK”

    OK.png
  16. Click Add Element > Gender.

    AddElementGender.png
  17. Click “OK”

    OK.png
  18. Click “Add Section”.

    AddSection.png
  19. Leave the fields blank and click “OK”.

    BlankSection.png
  20. Click Add Element > Address.

    AddElementAddress.png
  21. Save To: Check “Main User” and “Parent 1” only.

    SaveToMainP1.png
  22. Click “OK”

    OK.png
  23. Click Add Element > Email Addresses.

    AddElementEmail.png
  24. Save To: Check “Main User” and “Parent 1” only.

    SaveToMainP1.png
  25. Click “OK”

    OK.png
  26. Click Add Element > Telephone Numbers.

    AddelementPhone.png
  27. Check “Require at least one phone number to be supplied”.

    RequireOnePhoneNumber.png
  28. Save To: Check “Main User” and “Parent 1” only.

    SaveToMainP1.png
  29. Click “OK”

    OK.png
  30. Click “Add Section”.

    AddSection.png
  31. Leave the fields blank and click “OK”.

    BlankSection.png
  32. Click Add Element > Membership Request.

    AddElementMembership.png
  33. Available Membership Categories: Set this to “Only” and select any Membership Category that is available only to juniors/children that you want to include. Learn more about Membership Categories in this guide: How to Create a New Membership Category

    AvailableMemCats.png
  34. Target User: This should be set to “Main User”.

    MembershipTargetUser.png
  35. Click “OK”

    OK.png
  36. Click “Add Section”.

    AddSection.png
  37. Enter the title “Parent 1 (You)”.

    Parent1SectionTitle.png
  38. Select an appropriate icon.

    ParentSectionIcon.png
  39. Click “OK”

    OK.png
  40. Click Add Element > Parent.

    AddElementParent.png
  41. Which parent is this: Set to “Parent 1”.

    WhichParent1.png
  42. Default from logged in user: Set to “No”.

    DefaultFromUserNo.png
  43. Parent is registrant: Set to “Yes”.

    ParentIsRegistrantYes.png
  44. Click “OK”

    OK.png
  45. Click Add Element > Username & Password.

    AddElementUsername.png
  46. Click “OK”

    OK.png
  47. Click “Add Section”.

    AddSection.png
  48. Enter the title “Parent 2”.

    Parent2SectionTitle.png
  49. Select an appropriate icon.

    ParentSectionIcon.png
  50. Click “OK”

    OK.png
  51. Click Add Element > Parent.

    AddElementParent.png
  52. Which parent is this: Set to “Parent 2”.

    WhichParent2.png
  53. Default from logged in user: Set to “No”.

    DefaultFromUserNo.png
  54. Parent is registrant: Set to “No”.

    ParentRegistrantNo.png
  55. Click “OK”

    OK.png
  56. Click Add Element > Email Addresses.

    AddElementEmail.png
  57. Save To: Check “Parent 2” only.

    SaveToP2.png
  58. Click “OK”

    OK.png
  59. Click Add Element > Telephone Numbers.

    AddelementPhone.png
  60. For each phone number, make sure “Value should default to that of logged-in user, where possible” is not checked.

    ValueLoggedInUnchecked.png
  61. Check “Require at least one phone number to be supplied”.

    RequireOnePhoneNumber.png
  62. Save To: Check “Parent 2” only.

    SaveToP2.png
  63. Click “OK”

    OK.png
  64. Click “Add Section”.

    AddSection.png
  65. Leave the fields blank and click “OK”.

    BlankSection.png
  66. Click Add Element > Family Group.

    AddElementFamilyGroup.png
  67. Make sure “Hide input controls” is checked.

    HideInputControls.png
  68. Click “OK”

    OK.png
  69. Click “Add Section”.

    AddSection.png
  70. Enter the title “Consents”.

    ConsentsSectionTitle.png
  71. Select an appropriate icon

    ConsentsSectionIcon.png
  72. Click “OK”

    OK.png
  73. Click Add Element > Mandatory System Consents.

    AddElementMandatroyConsents.png
  74. Click “OK”

    OK.png
  75. Click Add Element > Agreements.

    AddElementAgreements.png
  76. Click “OK”

    OK.png
  77. Click Add Element > Messaging Consents.

    AddElementMesCats.png
  78. Click “OK”

    OK.png
  79. Click Add Element > Non-Messaging Consents.

    AddElementConsents.png
  80. Click “OK”

    OK.png
  81. Click “Add Section”.

    AddSection.png
  82. Enter the title “Summary”.

    SummarySectionTitle.png
  83. Select an appropriate icon.

    SummarySectionIcon.png
  84. Click “OK”

    OK.png
  85. Click Add Element > Registration Summary.

    AddElementSummary.png
  86. Click “Save Changes”.

    SaveChanges.png

Now we need to create another Member List, this one will restrict the second Registration Wizard.

  1. Navigate to Email > Member List Manager.

  2. Click “Add new”.

    AddNewMemLis.png
  3. Create a Member List that shows anyone who is a parent. This is so that the Registration Wizard can be limited to parents. It should look something like this:

    MemLis2.png
  4. Click “Save”.

    SaveMemLis.png

We now need to create the Registration Wizard for registering additional children within the same family.

  1. Navigate to Admin > Page Customisation > Configure Registration Wizards.

  2. Next to the Registration Wizard created earlier in this guide, click “Copy”.

    CopyRegWiz.png
  3. Edit the name of the Registration Wizard.

    RegWizName2.png
  4. Add a description about the Registration Wizard.

    RegWizDescription2.png
  5. Available to the public: Make sure this is not checked.

    AvailableToPublicUnchecked.png
  6. Restricted to Member List: Select the Member List created above (steps 91-94) from the dropdown.

    RegWizMemLis2.png
  7. Title: Enter a title to appear at the top of the Registration Wizard.

    RegWizTitle2.png
  8. Child Registration: Make sure “Show child registration hints by default” is checked.

    ChildRegistration.png
  9. Next to the “First Child” section heading click the yellow pencil to edit it.

    FirstChildSectionEdit.png
  10. Title: Change the Title to “Child”.

    ChildSectionTitle.png
  11. Click “OK”

    OK.png
  12. In the second section (that has no title), edit the Address element by clicking the pencil in the top right of the element.

    EditAddress.png
  13. Make sure “Value should default to that of logged-in user, where possible” is checked.

    ValueLoggedInChecked.png
  14. Save To: Check “Main User” only.

    SaveToMain.png
  15. Check “Hide input controls”.

    HideInputControls.png
  16. Click “OK”

    OK.png
  17. Edit the Email Address element by clicking the pencil in the top right of the element.

    EditEmail.png
  18. Make sure “Value should default to that of logged-in user, where possible” is checked for Email 1 and Email 2.

    ValueLoggedInChecked.png
  19. Save To: Check “Main User” only.

    SaveToMain.png
  20. Click “OK”

    OK.png
  21. Edit the Telephone Numbers element by clicking the pencil in the top right of the element.

    EditPhoneNumbers.png
  22. Make sure “Value should default to that of logged-in user, where possible” is checked for all phone numbers.

    ValueLoggedInChecked.png
  23. Save To: Check “Main User” only.

    SaveToMain.png
  24. Click “OK”

    OK.png
  25. Delete the “Parent 1 (You)”, “Parent 2”, and “Consents” sections by clicking the red cross to the right of each of their section titles.

    DeleteParent1Section.pngDeleteParent2Section.pngDeleteConsentsSection.png
  26. In the section holding the Family Group element, click Add Element > Parent.

    AddElementParentFamily.png
  27. Which parent is this: Set to “Parent 1”.

    WhichParent1.png
  28. Default from logged in user: Set to “Yes”.

    DefaultFromUserYes.png
  29. Click “OK”

    OK.png
  30. Click Add Element > Parent.

    AddElementParent.png
  31. Which parent is this: Set to “Parent 2”.

    WhichParent2.png
  32. Default from logged in user: Set to “Yes”.

    DefaultFromUserYes.png
  33. Click “OK”

    OK.png
  34. Scroll to the top of all the sections and click “Re-order Elements”.

    ReorderElements.png
  35. Drag the “Membership” section so that is right above the “Summary” section.

    DraggedSections.png
  36. Click “OK”

    OK.png
  37. Scroll to the bottom and click “Save Changes”.

    SaveChanges.png

Finally, we need to add the “Next steps” options to both Registration Wizards.

  1. You should already be there, but if not, navigate to Admin > Page Customisation > Configure Registration Wizards.

  2. Next to the first Registration Wizard created above, click “Edit”.

    EditRegWiz1.png
  3. Scroll down to the “Completion” section.

    CompletionSection.png
  4. Registration Complete Message: Enter a message to be shown when the Registration Wizard is completed similar to “First child registration completed. If you wish to register another child, please follow the link below.”

    RegComplete1.png
  5. Below “Next Steps” click “Add”.

    NextStepsAdd.png
  6. Link: Select the second Registration Wizard created above, it will start with “Register:” followed by the name you gave in step 97 above.

    NextStepLinkReg.png
  7. Select an appropriate icon.

    NextStepIconReg.png
  8. Click “OK”

    OK.png
  9. Below “Next Steps” click “Add”.

    Add.png
  10. Link: Select “My Profile” from the dropdown.

    NextStepLinkProfile.png
  11. Click “OK”

    OK.png
  12. Below “Next Steps” click “Add”.

    Add.png
  13. Link: Select “Events Calendar” from the dropdown.

    NextStepLinkEventsCal.png
  14. Click “OK”

    OK.png
  15. Scroll to the bottom and click “Save Changes”.

    SaveChanges.png
  16. Next to the second Registration Wizard created above, click “Edit”.

    EditRegWiz2.png
  17. Scroll down to the “Completion” section.

    CompletionSection.png
  18. Registration Complete Message: Enter a message to be shown when the Registration Wizard is completed similar to “Registration completed. If you wish to register another child, please follow the link below.”

    RegComplete2.png
  19. Repeat steps 136 to 146 on the second Registration Wizard.

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