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Interpodia Knowledge Base

Administrators (NSO, PSO, Club, Event)

Administrators (NSO, PSO, Club, Event)

> Are you a sports organization admin? Find out more information on how to use your admin dashboard and manage your registrants.

How to generate a list of duplicate profiles from your member's list

Track your club affiliate members as a provincial/national organization

Artistic Swimming - Club admin: How to register my members for an event?

ADD-ON FEATURES

FEATURE- What is "Optional Upgrade - Refundable registration"?

FEATURE- What is the Certification Tracking System (CTS) module, and how can I use it?

Interpodia Product Development

Administrative Dashboard Overview

Club OnBoarding Setup: HOW TO SETUP YOUR CLUB PORTAL AND CREATE YOUR CLUB PROGRAMS

Registration Process Setup: HOW TO SETUP YOUR EVENT, PROGRAM, COMPETITION, ACTIVITY

Administrative tools overview for NSOs / PSOs

Administrative tools overview for clubs and events

How to edit your registration process settings? (Overview)

Configuration overview for annual registrations: Club, PTSO, and NSO integrated processes

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Accounts / Profiles management

Profile data management overview

Add (Create) a new user profile/account from the admin dashboard

Add person (profile) under an existing user account

How to manage user profiles? (add / move / merge)

Add a note to someone's profile

Update a member/participant address

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Certification Tracking Management for coaches/officials (NSO / PSO)

Certification Tracking System (CTS) - How to manually create a certification level

Certification Tracking System (CTS) - How to mark attendance on my past event

Certification Tracking System (CTS) - How to manually import course records?

Certification Tracking System (CTS) - Adding or updating a Course Type on a registration process

Certification Tracking System (CTS) - How to create course types?

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Donation campaigns management

Donation campaign - How to download donor and fundraiser reports

Financial tools management

Cancellation and refund process for multi-organizations orders (club + PTSO + NSO)

How to manage your members' subscriptions?

Manage my active WePay Account

How to complete/record offline payments received for payment groups?

Processing fee calculation explanation

How to manage/record offline payments

How to set up my Stripe account

WePay Orders - What does the transaction error code mean on the order details?

How to view a transaction receipt from my financial accounts dashboard?

How to submit or validate a payment from a payment group?

How to manage GL codes?

How to create a coupon code?

How to reconcile my WePay payout with the list of transactions?

Admin transactions management (How to register someone on their behalf)

How to track refunds that have been processed

How to issue a refund?

Stripe fees - How to download financial report

Assigning Revenue Accounts (GL codes) to Products or Services

How to Setup and Use Organizer Admin Fees?

How to set up my WePay account?

Add new admins or financial controllers to your organization account

Offline Payments & Payment Groups for clubs collecting PTSO/NSO membership fees outside of the system

Payment by installment for clubs

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Memberships management (NSO / PSO)

How to setup or update a message for your members visible on their profile home page

How to mass update membership statuses?

How to generate a report for a specific membership type.

How to change a membership?

"Member in good standing" tracking tool

How to delete an incomplete membership?

Managing Background Check Records

How to downgrade a membership?

PTSO - How to change a membership status?

How to create and use a membership lookup page?

How to update your membership landing page styling?

How to add optional messages in my membership process (Store, address, photo)?

How to edit the membership confirmation email and transaction successful message?

How to download a member's membership card?

How to check the add-ons product purchased by a member?

How to access and update survey questions answered by a member?

How to resend a membership confirmation email?

How to create an email template to notify or follow-up with your member? (from the membership details page)

How to edit the membership landing page primary content?

How to review my membership organization details (Overview + Products + Processing fees)?

How to download membership reports?

How to manually add a membership or license to someone's profile

How to Bulk Import Membership / Club Registration?

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Permit applications management (Club sanctioning, Event permitting)

BC Weightlifting - How to manage my club registrations?

How to get my club sanctioned by or affiliated with my PTSO?

How to manage my club sanctioning/application process?

Registration processes creation and setup tools

How to display the overall registration capacity on your event landing page

How to set up Group Registration Categories? (Team event registration / Club family membership)

How to set up a multi-registration discount for your club/event registration process?

Club/Event - How to automate a discount/special pricing if a participant chooses to sign up for multiple registration options at once? (Category Combos)

How to configure a purchase or registration notification

Club/Event - How to set my event live so people start registering

How to clone a registration process (as an event organizer or club admin)

Event- How to set up a series of events

How to create a new registration process

Event/Club - How to add a passphrase to my event/club ?

How to update my registration page description

How to access my affiliate members management list

Event/Club- How to change the styling of my registration process

How to add your Basic MailChimp to get your list of members / registrants?

How to download reports

Event/Club- How to follow registrations (Statistics - Metrics)

How to add/edit registration categories for your registration process?

Event/Club- How to create-update registration forms for my registration process

How to add or update online agreements (waiver/policy) as part of my registration process?

How to find my registration page link

Event/Club -Email Variables

TeamSnap Integration for clubs: How to connect your registration process to your TeamSnap Roster?

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Registrations management (Club, Event)

Event/Club - How to set up a participant lookup page available to public?

Include a "yellow background + red border" section in a waiver content

Event/Club - Create a Custom Report

Clubs - How to remove a membership from a payment group?

Event/Club registration- What to check if a registrant is stuck in registration?

How to send an update to all of your registrants

Club/Event - How to cancel a monthly/multi payment or registration?

Clubs - How to get my club approved and live to take member's registrations?

How to manage the Covid-19 declaration for my members?

How to manually register someone for an event/club

Club- How to register my athletes for their provincial membership

Event- How to add a participant to a team/group/family ?

How to resent a registration confirmation email?

How to change a registration status ?

Event- How to remove a participant from a group/team/family ?

How to change someone's registration category ?

How to resend an order receipt to the purchaser by email?

Event- How to create a new group

Event- How to edit a group/team/family information details

Club - How to download my member's membership card

How to edit a registration's information details

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Reports Management

How to filter a report list?

How to open a CSV file?

Excel Reports - Special characters are not correctly displayed in my reports

Stores & products management (Club, Event)

How to create a store to be included in your registration process

Event/Club- How to manage my product purchase rules and shipping

Event/Club- How to customize the confirmation email for a store product

2M

Federación española de Fitness - How to import Membership into 2M and share the digital membership card with your members

ACC - Managing data

ACC - First Nation Memberships

ACC Admin Guide

ACC Sections - Q&A

ACC - Award Cards Management

Archery Canada - Technical Membership Management (Coaches/Officials)

Functional Fitness - Official Memberships Management

Functional Fitness - How to complete my club membership ?

HPP Fencing - How to add add-ons/events to a program ?

Fencing HPP - Structure and management of the HPP program.

FENCING- Event sanctioning process with tournament template (AFA)

FENCING- Club sanctioning process (AFA)

FENCING- Event sanctioning process (AFA)

International Functional Fitness (ADMINS) - Technical Officials Memberships

Functional Fitness - How can I approve my clubs as a PSO/NSO.

CFF - How to manage the coaches and officials memberships requirements

ACC - How to manage staff memberships?

IPA - How to import Membership into 2M and share the digital membership card with your members

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CCN

Tribe - How to manage my products link to my Shopify account

Cycling BC Club- How to manage the Covid-19 declaration for my members?

OCA - How to manage the Covid-19 declaration for my members?

GYMREG

Gymnastics Canada - How to register members as a club or province

Gymnastics Canada - How to register my club

Gymnastics Canada - Club registration flow

Gymnastics Canada - How to review and approve registrations

H2O-REG

DPC - View Only Membership Search Page Management

Barrie Yacht Club - Applications follow-up management (2020 members only)

Barrie Yacht Club - How to submit an application

Barrie Yacht Club - Admin fees & GL codes management

How to download the Excel template for the mass importation (Diving)

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HORSEREG

Cheval Québec - Gestion des intervenants

AEF - Officials Management

ESNZ - Members management

ESNZ - Officials Level Applications Management

HORSEREG - Adding Admin Store Products and Assigning Revenue Accounts

Cheval Québec - Suivi des adhésions de personnes morales

Cheval Québec - Suivi des adhésions de personnes physiques

Cheval Québec - Gestion de mon club ou de mon association

Cheval Québec - Gestion des abonnements CHEVAL QUÉBEC MAGAZINE

Cheval Québec - Gestion des événements

Cheval Québec - Gestion des boutiques en ligne

Club Cheval Québec - Comment générer un fichier de ma liste des membres club (pour importation des adhésions) ?

Cheval Québec - Gestion des importations de membre club en masse

Cheval Québec - Gestion des officiels

Cheval Québec - Gestion des brevets de cavaliers

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ICEREG

SSC - How to create a "Try Speed Skating" event for my club?

SSC - How to remove a program / membership from a payment group?

Icereg - How to download and see your invoice/receipt from a payment group?

IceReg - How to submit payments from my payment groups.

Icereg club- How to get my club approved and live to take member's registrations?

Speed Skating Canada- How to manage the Covid-19 declaration for my members?

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PLAYERWEB

Ilkley Town AFC - How to import Membership into PlayerWeb and share the digital membership card with your members

Tournament Software Linking for Badminton Memberships

Basketball Québec - Guide utilisateur

Basketball Québec - Comment importer ma liste de membre sur Playerweb ?

SNOWREG

Yukon Freestyle Ski Association - How to approve pre-competitive and competitive athletes.

Snowboard- Injury/Concussion Tracking Management

SnowReg- How to manage the Covid-19 declaration for my members?

SNOWREG- How to add members who paid for an onsite membership into the system.

SNOWREG- How to manage my sanctioning process

SNOWBOARD- How to get my club sanctioned?

Freestyle - How to get my club sanctioned ?

Freestyle - How to manage membership requirements?

Snowboard - How to manage membership requirements?

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SOCCERREG

SoccerReg - How to upload registrations

SoccerReg - How to use payment groups/invoices

US State Youth Cycling League / Association

State Cycling League or Association - Paying Team Fees

State Cycling League or Association - Editing your Team's Registration Page

State Cycling League or Association - Managing your Team Athletes & Coaches

ATHLETICSREG

Welcome to AthleticsReg: General Information for Athletics Clubs

AthleticsReg Clubs - Onboarding Overview