The Sporty.co.nz platform makes it easy for you to create web input forms. For general instructions on how to create an online form, click here.
You can use the Form Builder utility to add products/services and pricing to your online registration forms, so that people can select their products/services when they complete your form. This automatically sets the amount Payable for each person in your online database view. This works regardless of whether or not you have enabled online payments via credit card for your form.
How to add your products/services to an online form
1. Login and go to your Sporty dashboard, then into the Online Registrations tile. Either add a new form or edit an existing forms. This displays the Form Builder view of your form, where you can add and manage the question fields that appear to people on your form. At the bottom of the form is the section called Products where you can add your products/services and pricing.
2. Enter a Description and a Price for your product/service. By default the Max Quantity will be 99 but you can edit and change this - typically this would be 1. Then click the +Add button to add the product to your form.
3. Once you have added a product/service you can edit it by clicking the pencil button on the right, or delete it by clicking the trashcan button, or move it by using the drag-handles button to drag & drop the product/service into a different position relative to any other products/services you have added.
If you have connected with Xero, you can also set the Xero account code and tax rate that will be used when a draft invoice is automatically raised in Xero for you. For information on integration with Xero please see this support article.
4. You can decide whether to set products/services on your form to be Required, meaning that people must select a product/service before they can submit the form. This is done by clicking on the pencil icon beside the product/service, tick the checkbox in the Required column that corresponds to the item, and click on Done.
If you require people to select at least one product/service from a group of options, you can set it to be part of a Group. For example, you could set Junior Subs and Senior Subs to be part of a Group, meaning that people must select one of these options before they can submit the form. Click on the hyperlinked word Group to open the pop up and select products/services to Group.
Note: Making a product Required or Grouped doesn't mean that payment is mandatory it means that product amount will show as owing. To set this up (e.g. no pay-no play policy), please refer to this support article.
5. If you have online payments enabled via www.sportspay.co.nz to let people pay by credit card or automated direct debit, you can untick the checkbox in the column Allow Pay Online to make the product/service unavailable for online payments. Although it is unusual to do this, it may be desired if there is a product/service with an extremely high value that you wish to let people pay offline to avoid incurring the transaction fees charged by Visa and MasterCard.
6. Don't forget to save your form.
What happens when your form is submitted.
1. You can test your form yourself, by going to its address (URL) to see the public view of your form. Complete the form as a test user, including selecting a product/service, then Submit the form.
2. If you have enabled your form to let people pay online via credit card or electronic direct debit, the next step will show a payment cart view. If users do not wish to make a payment at this time they can click or pay later instead. People will be able to return to their cart at a later date and make an online payment via credit card or direct debit. This third option is only provided if payment is not set as mandatory on the form.
3. Once you have submitted your test registration and you go to your database view (by clicking the name of the form in the Online Registrations tile in your dashboard) you will be able to see your registration record. The amount Payable will relate to the price for whatever products/services you selected when you completed the form. The amount Paid will show any amount paid either online when the form was submitted, or subsequently if a payment was recorded against the registration later (as below).
In addition to this, the email address registered will also receive a confirmation email that details all the products selected on the form regardless if they have been paid or not.
4. If you click on the $ dollar sign button to the right of a record, it will expand the view to show the amounts, date and method of payment, and also allow you to manually Add Payment for instances where the person has paid you separately by cash, cheque or internet banking.
For more information regarding online registrations, please see this support article.