How do I collect club contacts through a club affiliation form?

Overview

As an Association administrator collecting registrations for clubs affiliating to your organisation, you can choose to add a Club Contacts section to your form, which displays a pre-determined set of fields for clubs to complete on the registration form to nominate key contacts to be stored in the system. If you approve their affiliation registration, this contact information will then display in their club database under My Organisation > Contacts, and can be used to set up notification triggers to their email address.



Step-by-Step

Step 1: Go to your Registration Forms list

First, head to your registration form list by selecting Registrations > REGISTRATION FORMS in the left-hand menu


Step 2: Create/Edit a Club Affiliation Form

If you already have a Club to Association form, click EDIT next to that form

Otherwise, click the ADD NEW FORM button at the top of the page, then choose Club Affiliating to an Association as the Form Type


Step 3: Open the Fields list

Click the FIELDS tab in the left-hand menu to open the field list for this form


Step 4: Enable the Club Contacts option

Find the CLUB CONTACTS option, then set the display status to either Editable (making it optional for clubs to complete) or Compulsory (making it mandatory for clubs to complete)


Step 5: Save the form

Finish creating the form, then click SAVE to finalise the form


The Club Contacts option will then appear at the beginning of the form and allow clubs to nominate their contacts:


The Club Contacts information will then appear in the club's Passport database under My Organisation > Contacts