Product Rollover Guide

In this article, we will guide you through the process of creating products and applying them to your registration forms from a club access level. This will apply to you if your club:

  • Is using GameDay Passport for the first time
  • Has used GameDay Passport before, but is rolling over for a new registration season


Adding a New Product

Step 1: On the left-hand menu, navigate to Registrations > Products


The Products screen lists all existing products in your database. If products have been assigned to a Grouping Category, they will appear below their group heading in the list. The product list can be filtered using the Group drop-down list, and can also be filtered by Status (Active, Inactive' or 'All') using the Showing drop-down list.

Step 2: Click the Add a New Product button

Details Tab


The first tab in the Add/Edit Products screen is 'Details'.

This screen will allow you to add or update 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.

Pricing Tab


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.

Dependencies Tab


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.

Actions Tab


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.

Filter Tab


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 to.

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.

Minimum/Maximum Date of Birth between: A date of birth range for the product to only be available for (i.e. 01/01/1980 to 31/12/1990 would only allow members in that date range to purchase the product)

Minimum/Maximum Age: Choose the actual age as a start or cut off point (eg. 14 - 18)

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

Availability Tab


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.

Renewal Tab


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 member's 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.

Items Tab


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.

Step 3: When you're finished setting up your product, click Update

Copying a Product

Step 4: Copy your existing products to create any new products as necessary


If you have more products to set up, you can save time by copying an existing product and updating any necessary details.

To do this, navigate back to your Product list (Registrations > Products in the left-hand menu) and use the Copy button on the right hand side of your product list. You will then see a copy of the product represented by '(Copy)' at the end of the title.

Then, use the magnifying glass icon to edit the copied product and update any information necessary, such as the title, filters or pricing.

Adding a Product to your Registration Form

Step 5: Attach your new products to a Registration Form


Once you've created your products, add any new products to a registration form using the left-hand Registrations > Registration Forms option.

On the Registration Forms list, choose the form that you want to apply your new products to, and select Edit, then select the Products tab.

Finally, tick the Active/Mandatory checkboxes and click Save to apply the products to the registration form.