How do I create a Course Product?

Step 1: Access the Products Menu

Select the Registrations menu, then select PRODUCTS

Step 2: Add a New Product

Click ADD A NEW PRODUCT

Step 3: Fill in Product Details

Details Tab

• Name: Enter the product name as it will be displayed to members.
• Product Reporting Season: Select the applicable season (e.g., 2023 Winter season).
• Archive Product: Tick this box to set the product as inactive. It will still be in your database but will need to be filtered by 'Inactive (Archived)' on the Product List.
• Grouping Category: Group products together to display under this heading on your registration form and product list.
• Product Type: Select COURSE
• Linked Courses: If you are using our etrainu integration, your linked courses will appear here. Linking a course to the product ensures that when it is purchased, an etrainu account will be automatically created and the registrant will be assigned this course in etrainu
• Allow Multiple Time Purchasing: Allows a product to be purchased more than once by a member.
• Allow Multiple Quantity Purchasing: Allows multiple quantities of the product to be purchased within the same registration.
• Notes: Add any additional information about the product to be seen by members when the product is attached to a registration form.

Pricing Tab

• Tax Description: Appears next to the amount members have paid on the payment receipt email.
• Minimum System Login to change price: Set the level in your sport's hierarchy at which the price of the product can be changed.
• Minimum System Login to sell product: Set the minimum level at which a product can be added to registration forms.
• Price: Select single or multiple pricing (discount for multiple registrations).
• Payment Split: Determines which bank account the funds for this product will be paid into.

• Single Pricing: Enter the price if single pricing is selected.
• Multiple Pricing: Create a multiple pricing system, offering discounts for multiple registrations.

Dependencies Tab

• Mandatory Products: Select products that must be previously purchased by a member before buying this new product.

Actions Tab

• Set Product Expiry: Set a date for the product status to become inactive on the member’s record.
• Set Player Financial: Tick this box if the member’s player status should be Financial for the season after purchasing this product.
• Set Coach Financial: Tick this box if the member’s coach status should be Financial for the season after purchasing this product.
• Set Match Official Financial: Tick this box if the member’s match official status should be Financial for the season after purchasing this product.
• Set Member Registered Until: Set a date or number of days from registration that the member will be registered for.

Filter Tab

• Member Gender: Select the gender to which the product will display.
• Minimum/Maximum Date of Birth: Add a date of birth range to display the product only to members whose date of birth is within that range.
• Minimum/Maximum Age: Add an age range to display the product only to members registering within that age range at the time of registration.
• Member Type (any of): Tick relevant boxes if products should only be available to specific Member Types.

• Note: Do not add a selection for both Maximum/Minimum DOB and Maximum/Minimum Age, as this will cause the product not to display on the registration form.

• Note: Product Filtering is best used alongside Compulsory Payments.

Availability Tab

• Product Available From/To Dates: Set the period during which the product will be available on registration forms.

Renewal Tab

• Product Linking: Select a product that should be purchased once the current product expires.
• Automatic Reminder Emails: Notify members that their product will be expiring soon and inform them of the available product in Product Linking.
• Send Renewal Email to Parents: Select whether to send the renewal email to parents as well as the member.

• Note: Renewal emails will only send to parents if their emails are listed within the members' profiles in the Parent 1 Email or Parent 2 Email fields.

Items Tab

• Item: List the available add-on items for the product (e.g., T-Shirt Size).
• Compulsory: Select whether the item is required.
• Active: Select whether the item is shown on the form for members.
• Add Another Option: Add each selectable option for the item (e.g., Sizes Small, Medium, and Large).

Step 4: Finalize Product Creation

Once you've finished creating your product, click UPDATE

Step 5: Attach your Product to a Registration Form

To make your product available for purchase, you will need to attach it to a Registration Form.