Firstly, login to your Online Membership Database - If you don’t have your login details please contact your State Governing Body or Association.
Products are items that can be purchased by members. Examples of products may include registration fees, playing gear, merchandise or event tickets. Products are closely tied to the Registration Form module, as products are the 'items' that can be added to a registration form to be sold online.
This is editable at Club and Association level.
Below are detailed examples of how to create your product:
To manage products:
1. From the Association or Club level of the Membership database, click on Registrations in the menu and select Products from the drop-down menu.
2. The Products screen lists all existing products in your database (if any). If products have been assigned to a group (eg. player registrations, merchandise or events) they will appear below their group heading in the list. The product list can be filtered by group using the 'Records for group' drop down list and can also be filtered by their active status ('active', 'inactive' or 'all') using the 'Showing' drop down list.
3.Fill out the tabs across the top of the product where necessary. Compulsory fields include, Name, Product Type and Payment Split.
The first tab in the Add/Edit Products screen is 'Details'.
This screen will allow you to change the basic details of the product.
Name: This will be the name of the product that you create (for example, Age 11 club Membership 2023).
Product Reporting Season: The season that the product applies to. For example, if your product is active for your 2023 Winter season, select this in this drop-down selection. This will assist in reporting on which products were purchased in which season.
Archive Product: Ticking this box will set the product as inactive. It will still be in your database, however you will need to filter your products by ‘Inactive (Archived)’ on the Products list.
Grouping Category: This will allow your products to be grouped together on your registration form, as shown below.
Allow Multiple time purchasing: This will allow a product to be purchased on more than one occasion. For example, a member can log in to the form in March to purchase the product, then come back in June and purchase the same product again.
Allow Multiple quantity purchasing: This will allow a quantity of more than one to be purchased within the same registration.
Notes: This will allow you to include any additional information about the product which can be seen by members when the product is attached to a registration form.
Note: You are now able to add an Image to a Product
The second tab on the Add/Edit Product screen is Pricing. This is where you can set up the payment structure of your products.
Tax(GST) Description: Enter a description for GST (i.e. Inclusive)
Minimum System Login to change price: The level at which the price of the product can be changed. If for instance an association sets up a product and sets the minimum system login to change price to Association, the clubs beneath the association won’t be able to change the price of the product.
Minimum System Login to sell product: The minimum level at which a product can be added to registration forms.
Price: Select whether the product is a single price (i.e. one flat rate) or multi-price (i.e. discount for multiple registrations)
Single Pricing: Price of the product if single pricing is selected.
Multiple Pricing: The multiple pricing system, where first adult/child price is the cost of the first purchase, second adult/child price is the cost of the second purchase etc.
Payment Split: Determines where the funds for this product will be sent, based on the bank account added to Passport at each level. For example, selecting 100% to Club will ensure all incoming funds for this product are distributed to the bank account added within the club database.
Click here for more information on adding bank accounts to Passport.
The third tab Add/Edit Products screen is Dependencies.
Mandatory Products: This will allow you to tie the availability of this product to an existing product. For example, if you require another product to be purchased before members have access to the product you are creating, you can tick the box next to the existing product in the Mandatory Products list.
The fourth tab in the Add/Edit Products screen is Actions. This menu will allow you to configure how the member's record will display after purchasing the product.
Set Product Expiry: This sets a date for the product status to become inactive on the member’s record.
Set Player Financial: Tick this box if you’d like the member’s player status to be marked as ‘Financial’ for the season after purchasing this product.
Set Coach Financial: Tick this box if you’d like the member's coach status to be marked as ‘Financial’ for the season after purchasing this product.
Set Match Official Financial: Tick this box if you’d like the member's match official status to be marked as ‘Financial’ for the season after purchasing this product.
Set Season Member Package: This is only applicable if a member package is available.
Set Member Registered Until: Set a date, or number of days from registration, that the member will be registered for.
The fifth tab in the Add/Edit Product screen is Filter. This menu will allow you to filter out which members the product will appear for.
Member Gender: Set this to Male if you’d like products to only display for males, Female to display only to females.
NOTE: if you apply an age range filter on your product, please DO NOT set both the AGE and DOB filter as these two will conflict with each other and the products won't show correctly on the form, so please choose one or the other. We recommend using just the DOB range as it is more accurate.
Member age/date of birth: Althoguh we have two options here we recommend using the DOB RANGE FILTER as it provides a more accurate filter when registering. If you have just the age range set, this will most likely exclude members as it bases it on age of when the year the product is made available (availability tab) so may skip certain DOBs before or after that date.
A date of birth range for the product to only be available for those within that specific DOB range (i.e. 01/01/1980 to 31/12/1990 would only allow members in that date range to purchase the product).
Please DO NOT have both age range and DOB range set, please just use the DOB as both of these will interfere with each other and will stop a lot of members not paying for products.
Member type (any of): If you’d like your products to be available to a specific Member Type, tick the relevant boxes. This relies on your members ticking the relevant option on the first page of the registration form.
Note: Product Filtering is best used in conjunction with Compulsory Payments
The sixth tab on the Add/Edit Products screen is Availability. This tab allows you to display the product on the registration form for a set period of time.
For example, a product may only be available for purchase up until 1 week before the event. Adding an end date (next to 'Product Available To') will automatically take the product off the registration form on that date, rather than having to remember to log in and manually take the product off the registration form on that date.
1. Add the start and end dates using the fields provided.
2. Click on Update to save the availability dates.
The seventh tab on the Add/Edit Products screen is Renewal. This tab is an option designed for advanced users with very specific requirements relating to the renewal of player/ team registrations.
The Renewal tab allows you to set up a certain product (eg. Product A) to be superseded by another product (eg. Product B) upon its expiry date. Emails can be set up that notify members that have purchased Product A that it will be expiring soon and Product B is available for purchase.
You can also select whether or not to send this renewal email to parents as well as the member themselves (if they have different emails). If you want to send this to parents as well, please tick the ''send renewal email to parents'' checkbox.
NOTE: this will only send to parents emails if these are listed within the members profiles within the parent 1 email/parent 2 email fields.
Seasons must be allocated to products used in the renewal process (via the Details tab) in order to make players financial for the registration season.
The eighth tab is the Items tab. This gives users the ability to ask for additional information on a specific product.
Simply add the question you wish to ask, (eg. What size are you?) and then add each option (small, medium, large etc.).
If the product item is required to be answered by members - tick the COMPULSORY checkbox.
If the product item is to be shown on the form for members - tick the ACTIVE box. If this box is not ticked then this product item will not display for this product.
When the product has been added to the registration form and chosen by the user, the additional question drop box will appear.