Sports

Cogran 2021: Coach registration as a Question

Coach registration is easy to set up as a volunteer role, but it’s great to add it as a built-in option for your registraitons.

STEP 1: Create a volunteer card

A volunteer card will allow non-parent or later registering parents to also volunteer. Create a new card with the style “registration.” Name the card “volunteer.” It is your choice whether to expose this to the public or to keep it for admins only.

STEP 2 Create a Volunteer Role

1. Registration Options>Volunteer

Click create new.

Fill out the Volunteer Form:

Basic Information:

  • Name: Enter the name of the volunteer opportunity **Required
  • Card: Add the volunteer opportunity to the volunteer program card. Cards control registration style. **Required Read more about cards.
  • Image: By default, the programs will display with a simple checkmark. By adding an image, the program can be more customized to an organization. Select an image from the list.
  • More Information: This will not display for this workflow, so do not fill this out
  • Account Code: Set a code for this program. Programs can share account codes. Account codes are useful for financial reporting.
  • Region Restriciton: This is not relevant for this workflow

Eligibility

  • Age From: Set younger age of the age range that is eligible to register for this program. This information will display on the public web page, and once a user is logged in, this information will validate against a registrant’s data to prevent registrations for the incorrect program.
  • Age To: Set the older age of the age range that is eligible to register for this program. This information will display on the public web page, and once a user is logged in, this information will validate against a registrant’s data to prevent registrations for the incorrect program.

Save


STEP 3: Create a Program

Create or visit a REGISTRATION PROGRAM for the sport that this volunteer will coach.

  • Registration Setup>Program

  • Create a program
    • If instructions are needed, visit this page and follow instructions for Step 1 on that page. (In other words, create a registation program, then return to this page for specifics on how to add a volunteer question).

    STEP 4: ADD THE VOLUNTEER QUESTIONS

    Questions only appear during registration, and are most usefully used to gather additional information that is considered program-specific. Questions are free-form, and answers can take many different forms. Questions allow registrants to share additional information during the registration process for specific registration programs. Questions can be added to existing programs or can be created along with a new program.

    1. Registration Setup>Program
    2. Select a program
    3. Click the Go-To Menu. Select “Program Questions.”
    4. Click “Create New”
    5. Use this form to create custom questions to ask at checkout.
      • Tab One:
        • Question to Ask: Enter the text of your question here. “Will you coach your child’s team?” is a common choice.
        • Question Order: Use this code to order questions.
        • Make Answering this Question Required: Check
        • Question Type: Choose “Smart Question”
        • Answers: Choose Yes/No
        • Smart Answers: Choose the Smart Question Action: “Registration: Add a volunteer or coach to this registration”
        • Additional Fee: Choose the coach role.
        • Check “Assign Prime Contact to Additional Program”
      • Tab Two: Reports and Admin Features: Fill out as desired, but this is not required.
      • Tab Three: Clone from another Program/Membership:
        • Save time! After setting up one, use this feature to add this question to other registration programs. If needed, update to reflect the correct volunteer role. This prevents errors in setup!
        • Copy the questions and answer options from any other program.
        • Tip: This will overwrite any question currently being created in this modal.
    6. SAVE

    STEP 5: Add the Registration Program & Volunteer Role to a Registration Period.

    Add the volunteer role to the SAME REGISTRATION PERIOD as the registration program. This connects the volunteer role to the correct season of play, distinguishing volunteers from last year to this year. This is necessary every season, even if re-using the registration programs over the years.