What are Group/Family Registrations?
How to enable Group/Family Registrations on your registration forms
How will this impact the registration form?
Who/What is the Primary Person?
How are payments and invoices for families/groups managed?
How can Sporty Administrators identify families/groups?
Can families/groups be modified after a registration is submitted?
What are Group/Family Registrations?
Sporty registration forms come with a feature which allows multiple people to register & pay as a group. These families/groups will be composed of a single "Primary Person" and any number of additional group members. Each family/group member is treated as an individual person for your organisation.
How to enable Group/Family Registrations on your registration forms
To enable this feature, create/edit your form & select the "Advanced Options" button. Check on the option "Enable family registrations".
How will this impact the registration form?
The registration form will now display three new features:
1. +Add Person (Optional) button at the bottom of the form
This will be displayed near the bottom of your form (immediately after any products). Selecting this will allow the person filling out the form to add another person to their family/group. A 'copy' of the registration form will be created. To prevent re-entry, the information used for the first registration will be copied to the "Email" & "Address" fields for this new family/group member. The remainder of the registration can now be completed for the additional person.
There is no upper limit for how many members can be added to a family/group.
2. Option to Remove group members and change the primary person
Each group/family member is separated into their own section. To review or update each person, click the + icon next to their section to expand the accordion and show their registration details. The groups' current Primary Person display's Primary Person next to their name in their section.
To change the Primary Person of the family/group, click Make Primary Person next to the person you want to be the primary contact for the family/group.
When completing the form, people have the option to remove a member from the family/group if a person has been added in error, or if they have received an invitation to re-register, and one of the family/group member's will not be re-registering. Simply click Remove displayed next to the person's name in their section. This will clear any information entered for the individual & remove their section from your family/group. If the Primary Person needs to be removed from the family/group registration, another person will first need to be made the Primary Person before the Remove option will appear.
3. Total Payables section
If a form includes any products, a Total Payable section will appear at the bottom of the form. This will display the total values of all products purchased across the family/group. To expand this section to view more details, click the + icon.
Note: This is simply a summary and cannot be interacted with directly. Any changes you wish to make must be made via individual family members.
Clicking the Submit button at the bottom of the form will submit all family/group member registrations.
Who/What is the Primary Person?
The Primary Person serves as the contact for the family/group as a whole. When the family/group registrations are submitted, a confirmation email for each family member will be sent to the Primary Person. A copy of these emails will also be sent to each individuals if they use a different email from the Primary Person.
The Primary Person will be the only recipient of group invitations to re-register. This invitation to re-register will provide a magic link which allows the entire family/group to re-register. If a specific family/group member needs to be contacted, you can send an invitation to re-register to the person individually, or you can use SuperCRM to contact the person or invite them to re-register.
When family registrations are enabled, an export of the database will include a Primary Person column. This can help you to swiftly find the primary contacts of multiple family groupings.
How are payments and invoices for families/groups managed?
Rather than have to pay once for each family/group member, families/groups can be paid for/invoiced as a collective. The Shopping Cart will display products selected/triggered for each family/group member following the registration form submission.
Following submission of payment or request for invoice to be raised, each person will be provided with a unique registration reference number.
The payment or invoice will be raised with a unique group transaction reference number.
A single transaction receipt will be sent to the Primary Person.
Sporty will allocate the payment to each family/group member for their portion of the total.
Note: Any transaction fees will be allocated to the primary person in addition to their existing portion.
How can Sporty Administrators identify families/groups?
Registrations made as part of a family/group will display the SP registration reference number in blue when viewing registrations in Online Registrations. Registrations completed for individual's will display the SP registration reference number in black.
If you click on a blue SP registration reference number, a Linked Registrations modal will popup, displaying the people that belong to the family/group & who is currently identified as the Primary Person.
Can families/groups be modified after a registration is submitted?
Sporty administrators can click on any SP registration reference number to modify or create links between registrations.
- To add an individual to an existing family/group, or to create a new family/group for individually received registrations, enter the person's SP registration reference number into the indicated field & select Link.
- To modify the Primary Person, select one of the empty rings in the Primary Name column. This will change the Primary Person to the selected individual.
- To remove a family/group member, select the red trash icon in the "Remove Link" column, next to their name. This action will unlink the registration from the family/group, but will not delete the registration.
- Note, if you have Xero/MYOB enabled you are unable to remove/change linkage.