Diving Club Management (INTERPODIA ADMIN ONLY)

 

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SETUP OPTION A: club programs + memberships online reg+payment

1- Add their application in the 2023/2024 Diving Canada - Club sanctioning setup & followup
2- From the Club Menu, lookup the club name, and update the listing name to "CLUB NAME - 2023/2024" membership process (their province can be verified in their application details)
3- Setup their 'affliation/club' tab linked to their provincial membership process (their province can be verified in their application details, affiliation nodes info can be found HERE) - Tick "Auto add to cart"
4- Add the proper processing fees on their eorg for all transaction types: #25 FeeStructure - Diving clubs - SETUP OPTION A (3.9%* + $1.00)
5- Contact them with the follow-up email "Diving Club // OPTION A (using H2OReg) - Annual Club Setup Request Application Followup"

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SETUP OPTION B: memberships only online reg+payment

1- Add their application link (in column G) to the 2023/2024 Diving Canada - Club sanctioning setup & followup document, and add the event id in column E
2- From the Club Menu, lookup the club name, and update the listing name to "CLUB NAME - 2023/2024"

3- Make sure the eorg for the new dashboard is the same as last season (no slug in it), if not, please change from Django Events Here, and deactivated the cloned eorg by marking NOT IN USE in the name and removing the 'can be reused' flag

Note: you should only have one dashboard per sport and per season, if not, please delete duplicate listings w/ no applications linked to it!
4- Setup their 'affliation/club' tab linked to their provincial membership process by creating a club Django Object HERE (see ids to use in column E & F f the setup document) - Tick "Auto add to cart"
5- Add/Verify the proper processing fees on their eorg for all transaction types: #27 FeeStructure - Diving clubs - SETUP OPTION B
6- Verify their club dashboard setup:

Setup to check

Setup Tab	To Do
Listing	Registration System Provider: H2Oreg Verify that the club name has been updated in BOTH languages to: Club Name - 2023/2024 URL: update the slug to add the current season years in it Reg Open and Close Dates should be: 2023-06-15 to 2024-06-30 Start and End Dates should be: 2023-09-01 to 2024-08-31 Valid from and to Dates should be: 2023-06-01 to 2024-06-30
Registration categories	At a minimum > Only one reg cat = "Club Member" for $0 Club may choose to create multiple categories to represent their program, as long as they are all listed to $0
Registration Rules	If only one reg cat: Add all membership options from their Provincial Membership Process If multiple: ask the club to map out the proper eligible membership options (in which case, you will email the club (see step 9) before setting them live (steps 7 and 8)

7- Once membership rules are confirmed > SET LIVE
8- Send the Agreement
9- Contact club admin with the followup email "Diving Club // OPTION B (NOT using H2OReg) - Annual Club Setup Request Application Followup "

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SETUP OPTION C: memberships only online reg / offline payment

> Follow step for OPTION B, then: 

- Make sure their 'affliation/club' tab linked to their provincial membership process (their province can be verified in their application details) - Tick "Auto add to cart"

- Setup their Payment Group (to collect membership fees)

PAYMENT GROUP SETUP

Django Menu

To Do

Node Payment Group

Name: CLUB NAME - 2023/2024 Membership fees (PTSO Name & DPC) Billing identity: Club Admin Billing address: Club address User: Club Admin Is authorized should be TICKED Payment methods allowed: OFFLINE ONLY Nodes: Club affiliation node (see column F HERE) Nodes display logic: OR Purchasable nodes: See column J in the document Payment Group Setup Info for 2023/2024, and use the list based on the club's province Once created, open the payment group from the dashboard, and don't forget to add an AUTHORIZATION BATCH (default it to 1000)

- SET LIVE

> Email club admin with Diving Club is live (OPTION C)

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SETUP OPTION D: memberships only offline reg+payment

> FOR RECREATIONAL PROGRAMS ONLY

 

- Make sure their 'affliation/club' tab linked to their provincial membership process (their province can be verified in their application details) - Tick "Auto add to cart"

1- COLLECT SETUP FEES

Then email admin with template  Diving Club - Bulk Upload Permission Request (Option D) Payment Followup

 

> Once the payment has been received, proceed with: 

2-PAYMENT GROUP SETUP

Setup Area

To Do

Node Payment Group

Name: CLUB NAME - 2023/2024 Membership fees (PTSO Name) Billing identity: Club Admin Billing address: Club address User: Club Admin Is authorized should be TICKED Payment methods allowed: OFFLINE ONLY Nodes: Club affiliation node (see column F HERE) Nodes display logic: OR Purchasable nodes: See column J in the document Payment Group Setup Info for 2023/2024, and use the list based on the club's province Once created, open the payment group from the dashboard, and don't forget to add an AUTHORIZATION BATCH (default it to 1000)

 3- BULK UPLOAD SETUP

Bulk Import Setup

Bulk membership import settings: Membership organization: See Payment Group Setup Info in column F Club: Click on the search button, lookup club name, and select the 2023/2024 one Node payment group: The one you created above TICK Is only leaf node name shown Purchasable groups: See Payment Group Setup Info in column M Allowed organizations: See Payment Group Setup Info in column G >Canada eorg ID + PTSO eorg ID (column H) + Lookup Club eorg ID TICK Is date of birth required TICK Is address required  TICK Is language preference applied to existing users Email column setting: Required Identity email matching setting: Disabled with Overwrite TICK Is latest identity used for multiple matches Valid from date column setting: Disabled Valid to date column setting: Disabled Leave "Import template / Group name map: / Node name map:" empty - it will generate when you save the setup Hidden columns: SELECT 'Coupon code' TICK Day first date format TICK Is import results email forwarded to org contact email TICK Is new user activation email enabled

- SET LIVE
- Contact them with the followup email "Diving Club is live (OPTION D - Bulk Upload)"

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Bulk Upload rules

PLONGEON QUEBEC