Back To Top

Skate Canada

 

Overview

Uplifter's participant database is directly connected with Skate Canada's skater database. With this connection we can offer our Skate Canada affiliated clubs the ability to quickly and easily submit skaters to Skate Canada for membership submissions.

 

FAQs

Will Uplifter Automatically Submit My Skaters?

Not quite. There is a fast, but purposeful manual step involved. This ensures that you choose who and when you submit to Skate Canada. See Submitting.

Will I Have To Update My New Skaters?

No. After Submitting a new skater to Skate Canada they will receive a new SC number and their profiles will update automatically. Please allow some time (~24 hours) for Skate Canada to assign these new numbers before they will populate in reports.

Can I Submit My Coaches, Board Members, etc. Through Uplifter?

Not yet. Skate Canada has opened limited access to their database. As such, we are not presently able to perform the type of queries and submissions required for coaches, etc. For now, please submit these club members through Members Only.

 

How It All Works

Uplifter is directly connected to the Skate Canada database. With this connection, we can check their database for users. When a participant signs up with your club we use the following data points to look for a matching profile on the Skate Canada database:

  • First Name
  • Last Name
  • Gender
  • Birthdate
  • Postal Code
  • Skate Canada Number

In order to find an immediate match we will need to find a listing on the SC database with 4/5 of the items above (where Postal Code and Skate Canada Number are interchangeable). Our search against the SC database can have the following results:
Full Match - Membership Required: Matching 4/5 (or more) of the above-noted items will complete a full match and Uplifter will automatically pair the Uplifter profile and Skate Canada profile together. The system will note the need for a membership this year and will automatically apply to their next invoice. Submission to Skate Canada can then proceed as noted in the Submitting section.
Full Match - Membership Not Required: Matching 4/5 (or more) of the above-noted items will complete a full match and Uplifter will automatically pair the Uplifter profile and Skate Canada profile together. The system will note the membership is not needed this year and will not apply it to any invoices the user generates. Submission to Skate Canada will not be required.
Partial Match: Matching 3/5 (or fewer) of the above-noted items will complete a partial match. Partial matches will be offered to site admins only - who must then make an educated decision regarding who to match with (see Matching). The system will err on the side of caution in this instance and apply your club's Skate Canada Fee to the participant's invoice. This can be reneged if required once the match is completed. Submission to Skate Canada can then proceed as noted in the Submitting section (as required).
No Match: Matching 0/5 of the above-noted items will result in no matches. This is incredibly rare, but will act much like a Partial Match, noted above. The only difference would be that, no matches would be offered to the admin and only the option to Create New Skate Canada Member will be offered. The system will err on the side of caution in this instance and apply your club's Skate Canada Fee to the participant's invoice.Submission to Skate Canada can then proceed as noted in the Submitting section.

 

Getting Your Club Ready

In order to connect your club with Skate Canada you will want to ensure you have three basic elements established: your sent information settings; your categories; and at least one Skate Canada fee per year. In order to begin, however, you will first want to ensure that your site has the Skate Canada features enabled by verifying your Skate Canada number.

Verifying Your Skate Canada Number

  1. Navigating to Settings > Uplifter Settings > Site Options > Site Affiliations section
  2. Verify your club name is listed under the Site Affiliations section

In order to initiate the connection to Skate Canada you will first want to verify your club's Skate Canada number. To do so, navigating to Settings > Uplifter Settings > Site Options > Site Affiliations section. In this section you should see your club's name. If you don't see your club's name, please forward your club's Skate Canada number to support@uplifterinc.com. If you do see your club's name, you are ready to begin with step one: Send Data Settings.

By verifying your club's Skate Canada number with us you will be able to activate the many features and functions available to Skate Canada affiliated clubs. This will also enable a Skate Canada Number field for your participants to fill out.

 

Send Data Settings

  1. Navigate to Settings > Uplifter Settings > Site Options > Site Affiliations section
  2. Update the information your club sends
  3. Select Save All

6.png

Uplifter offers your club control over what data you share with Skate Canada when submitting skaters. To update the data you wish to send to Skate Canada, please navigate to Settings > Uplifter Settings > Account Details tab > Site Affiliations section. Here, you can Check Check-L.gif which data elements you wish to send. At the very minimum, Skate Canada requires a participant's first name, last name, birthdate, and postal code. All other elements are optional. Regardless of the degree of information you choose to share with Skate Canada you should be sure to create a policy or FAQ page that outlines the sharing of information.

 

Sync Your Categories

  1. Navigate to Settings > Categories
  2. Select to Edit Edit-L.gif your categories, one by one
  3. Use the "Skate Canada Category Name" drop down to select a category to sync with

7.png

To best sync with Skate Canada's database it will be important for you to pair your club's categories with one of the options provided by Skate Canada. To do so, please navigate to Settings > Categories and select to Edit Edit-L.gif your categories, one by one. Using the "Skate Canada Category Name" drop down you can select the Skate Canada category that most closely resembles your club's category. Many of your categories will have a 1:1 relationship (Canskate:Canskate). However, you may offer a category that does not align with one of the standard categories. For these, we suggest selecting the closest approximation or, if all else fails, "N/A".

 

Create A Skate Canada Fee

  1. Navigate to Products & Programs > Products & Subscriptions
  2. Create your Skate Canada Subscription (at least one per year)

Your club's Skate Canada fee is the last piece of the set up required to submit to Skate Canada. Creation of this fee is covered in the section below, Creating Your Skate Canada Fee. It is important that with each new Skate Canada season you create at least one new Skate Canada fee for your club. Reusing old subscriptions can not only cause data issues for your reporting, but will not function properly when set up as a Skate Canada fee.

 

Skate Canada Fees

With each new Skate Canada season (September 1st - August 31st) you will want to ensure your club has a new Skate Canada fee ready and available to be attached to invoices. The number of Skate Canada fees you create may vary based on the functionality you require, but most clubs will only create one per year. For more information on best practices when creating multiple fees, please see the Multiple Fees Per Year section below.

 

Creating Your Skate Canada Fee

  1. Navigate to Products & Programs > Products & Subscriptions
  2. Select Add-L.gif Add New from the toolbar
  3. Enter your product settings
  4. Select to make your product a subscription
  5. Select a Skate Canada season for duration and the desired season
  6. Mark 'Use this to register membership with Skate Canada'
  7. Select Save

To create your newest (or first) Skate Canada fee please navigate to Products & Programs > Products & Subscriptions. Select Add-L.gif Add New from the page's toolbar. Your Skate Canada fee is set up like any other subscription (see: Products, Tickets & Subscriptions) with a few specific requirements.

  • Each Skate Canada subscription/membership fee should be set to Mandatory.
  • Each Skate Canada subscription/membership fee should use the Skate Canada Season* drop down as it's duration option, under Duration of Subscription.
  • Each Skate Canada subscription/membership fee should be set to Apply To "Participant," under Registration Checkout Filters.
  • Each Skate Canada subscription/membership fee should have no filters applied via the Link To section, unless otherwise required. (see: Multiple Fees Per Year)

2.png

 

Help! The new season isn't listed!

If you haven't marked your product to apply to participants, the option to use your subscription as an SC fee will not be accessible.

We pull our season list directly from Skate Canada's database. Because of this, there may be instances where you wish to create your upcoming season's Skate Canada fee but the season does not populate in the list of options. In this instance you will want to use the Effective Start and End date options, running from September 1st to August 31st (of the applicable years). Then, be sure to check back as the season approaches. Once the season populates you can clear the Effective Start and End date options and select the Skate Canada Season drop down option. This will affect your subscription purchases retroactively.

 

Safe Sports Fee

As of the 2016-2017 Skate Canada season, Skate Canada has implemented a new Safe Sport Fee to their memberships costs. The amount of the fee is $3.00 and will be payable by all those registering for Skate Canada programs, including skaters, club board members, officials and on-ice volunteers. It is most convenient to include this fee into your Skate Canada subscription.

The standard Skate Canada fee of $32.65 remains the same.

 

How It Works

Once you have created a Skate Canada fee as described above you are ready to sell the fee to those who need it. Since Uplifter is directly connected to Skate Canada, we can check against the Skate Canada's database to verify if a participant requires a fee to be added to their invoice during registration. With no additional filters needed we can discern if a skater has already acquired a membership and only add a fee to their invoice if they require one.

Once they purchase a Skate Canada fee from your club they will populate within the list on your Skate Canada Membership page, awaiting to be submitted (see: Skate Canada Memberships Page).

 

Multiple Fees Per Year

Some clubs, depending on their preferences and pricing, may need/want to offer multiple Skate Canada fees. This may be because, for instance, they absorb the membership costs for Canskate programs but not for Starskate programs. Or, perhaps, they include the costs within an array/variety of context specific admin fees. In these instances you will want to ensure two main factors.

  • There are no circumstances where a participant can register and not receive a Skate Canada fee (if they should receive one).
  • There are no circumstances where a participant can qualify for two Skate Canada fees at the same time.

When creating two separate fees you will want to use the Link To tool under Registration Checkout Filters section to apply filters to the subscription. Using these filters you can split your fees by, say, Category:

4.png5.png

No matter how you filter your Skate Canada fees, you don't ever want to filter by season.

In this way you can then set one Skate Canada fee to be $0 and another to be $35.65. However, in this example, any participant registering for both Canskate and Starskate would run into issues. It would likely be better to pursue an alternative like a $0 Skate Canada fee that applies to everyone and a $35.65 "Starskate fee" that applies to only Starkaters. Alternatively, you could use the Discount feature in a myriad of ways.

If your club utilizes an array of admin fees (that also cover the Skate Canada fee costs), that only apply under certain circumstances, you will likely want to create a single Skate Canada fee for $0 that applies in all instances rather than syncing your admin fees with a Skate Canada season.

If you are unsure of how to best set up your fees and subscriptions please don't hesitate to contact support@uplifterinc.com for assistance.

 

Skate Canada Memberships 

Now that you have a Skate Canada fee ready and available for purchase it will begin to apply to participant's invoices. Once a participant purchases a Skate Canada fee from your club they will be listed on your Skate Canada Memberships page. At this time you are ready to match and submit them to Skate Canada.

Skate Canada Memberships Page

  • Navigate to People > Skate Canada Memberships

The Skate Canada Memberships page is only available to those clubs that have supplied their club SC number to Uplifter and followed the three steps under Getting Your Club Ready. To view your club's memberships page please navigate to People > Skate Canada Memberships. The Skate Canada Memberships page will list all participants who have purchased a Skate Canada Fee from your club.

8.png

Each listing on the Skate Canada Memberships page is sectioned into a participant segment. Within this segment will be the participant's name, birthdate, Skate Canada number (if applied to their profile), and two possible drop down menus: Select A Matching Contact and Select A Season For Registration. These are looked at in more detail under the Matching and Submitting sections below.

It is important to note that you do not have to submit skaters simply because they are listed. Many clubs prefer to hold off on submitting their skaters to Skate Canada until they have passed any allotted refund/withdrawal policies.

For more manageable lists of skaters, be sure to utilize the filters to the left. These allow you to reduce your actionable lists by season, category, category level, or even program by program. This way you can act on only those skaters that require it. We recommend you work with groups of 20-40 skaters at a time for best results.

 

Matching

Matching is the act of pairing a participant's Uplifter profile with their Skate Canada profile. In some instances Uplifter is 100% certain an Uplifter profile is the same participant as a Skate Canada profile. In these instances we will match the skaters automatically. In other instances, it will be up to the club admins to determine the best match between a skater's Uplifter profile and their Skate Canada Profile. Uplifter checks against six elements for matching and suggesting: first name, last name, birth date, gender, postal code, and Skate Canada number. Should Uplifter not find an immediate match it will suggest one to you. You can then match you participants at your leisure. This can be performed on two different pages of your Uplifter site.

Via The Skate Canada Memberships Page

  1. Navigate to People > Skate Canada Memberships
  2. Use the Select a Matching Contact drop down to select a new or matching Skate Canada profile
  3. Select Save

Via The Participant's Profile

  1. Navigate to People > Participants > select to View View-L.gif your desired participant
  2. Use the Select a Matching Contact drop down to select a matching Skate Canada profile
  3. Select Update

Many participants listed on the Skate Canada Memberships page will have the drop down menu "Select A Matching Contact," in their participant segment. This drop down signifies that the system has not yet explicitly linked this skater's Uplifter profile with their Skate Canada profile. In order to correct this you will want to expand this menu and select the correct option from the listed profiles.

More often than not you can simply select the correct Skate Canada profile from the list and click Save (at the bottom of the page) to keep the changes. Sometimes, however, you may find that there are no listed Skate Canada profiles to match with; or there are but none of them are the correct skater.

  • If the skater is new, select Create New Skate Canada Member from the list.
  • If the skater is returning, but the correct profile is not offered to match with you will want to navigate to their Uplifter profile and ensure their details are correct (especially their Skate Canada number).

9.png10.png

There may be times where a participant profile does not offer the correct Skate Canada profile even though you have verified their details. If this is the case, you may need to update their Uplifter profile with the antiquated or possibly erroneous information from Skate Canada's Members Only. Once you have done so (don't forget to save), return to/refresh the skater's Uplifter profile page and sync the two profiles  with the Select a Matching Contact dropdown- but do not submit. Instead, now that the profiles are synced, update the skater's Uplifter profile again, this time with the correct, current data. When you do finally submit this skater, the Skate Canada profile will be updated with the correct Uplifter data.

 

Submitting

Submitting is the act of sending a participant's Uplifter profile to Skate Canada to apply for a Skate Canada membership. This can only be performed via the Skate Canada Memberships page.

  1. Navigate to People > Skate Canada Memberships
  2. Use the Select a Season for Registration drop down to select a Skate Canada season
  3. Select Save

All participants that have purchased a Skate Canada fee from your club will display a Select a Season for Registration dropdown menu. This menu allows administrators to select the desired season for which they wish to submit the participant to Skate Canada for. It is a rare instance that you would be offered more than one season in this list, but if you are offered more than one, you will want to submit the skater two separate times by following the submitting instructions once for each instance.

11.png

Select the appropriate Skate Canada season from the Select a Season for Registration dropdown menu and, if required, the matching participant profile (as discussed under the Matching section), then select to Save at the bottom of the page.

By saving the season selection(s) you have made you will effectively be submitting to Skate Canada - you cannot un-submit. Your club will receive an invoice for each membership you submit. Please note, you do not have to submit skaters simply because they are listed on the Memberships page. Many clubs will only submit those skaters who have passed their club specific return policy timelines. It is your club's responsibility as a Skate Canada club to register your participants with Skate Canada.

Invoices containing your club's Skate Canada subscription fee will indicate either Pending or Submitted, underneath the item, to indicate the submission status of the participant whom the fee is for.

 

Verifying Submissions

  1. Navigate to Reports > Skate Canada Submission Reconciliation
  2. Apply any desired filters and save/view the report

Once your club has submitted skaters via Uplifter to Skate Canada there may be instances where you would like to verify submissions. This may be to check which season a skater was submitted for, when they were submitted, etc. This can be done by pulling a Skate Canada Submission Reconciliation Report from the reports page.

Navigate to Reports > Skate Canada Submission Reconciliation. Add the desired filters to the report page and select to preview or save as desired.

 

Skate Canada Membership Errors

Errors occur on the Skate Canada Memberships page for several reasons. These errors are displayed in the form of red-highlighted participant segments.

12.png

The error segment will offer you a quick overview of the skater's information, but it will also link to the invoice in which the error was most likely to occur. Be sure to middle-click (press down on the mouse wheel) to open the invoice on a new tab.

 

Why Errors Occur

Skate Canada Membership errors can occur within the Uplifter for two main reasons: either the skater has purchased two fees for the same year from your club; or they have purchased a fee from your club after already having done so elsewhere. Should you encounter an issue that is not covered by one of these two scenarios please don't hesitate to contact us at support@upliferinc.com.

 

Errors and Corrections

  1. Navigate to the invoice edit screen for the invoice in question
  2. Select to Delete Delete-L.gif the superfluous Skate Canada fee
  3. Refund as required
  4. Refresh your Skate Canada Memberships page

Duplicate Fee Notice From Uplifter: Whether through erroneous set up of a Skate Canada fee or an admin accidentally adding an additional fee, it is possible that a skater may end up with two or more Skate Canada fees for the same season. In this instance, the error segment will notify you of the invoice number on which the extra fee was added.

Navigate to the invoice (middle-click to open in a new tab), remove/refund the erroneous Skate Canada fee from the invoice and Post (see: Invoices). Refresh your Skate Canada Memberships page and you should now find the participant's segment has returned to normal and is now available to submit (if the skater has not already been submitted).

Duplicate Fee Notice From Alternative Sources: At times you may find that skaters display as errors due to them purchasing fees from alternative sources other than your club. In these instances, it is often the case that they purchase this fee from a third party, then one from you, then the third party submitted their membership to Skate Canada. Because of this timeline, our systems were unable to verify the participant had a registration and therefore added one to their invoice. Actions to resolve this issue are the same as with the instance above.

Navigate to the invoice (middle-click to open in a new tab), remove/refund the erroneous Skate Canada fee from the invoice and Post (see: Invoices). Refresh your Skate Canada Memberships page and you should now find the participant's segment has returned to normal and is now available to submit (if the skater has not already been submitted).

 

Marked As Registered

  1. Navigate to People > Skate Canada Memberships
  2. Find the desired erroneous participant segment
  3. Select to Mark As Registered Accept-L.gif

The Marked As Registered button, located beside the invoice number on erroneous participant segments, should only be used in very specific circumstances. It is meant to signify that the participant is, in fact, registered with Skate Canada and no action is required on the purchase of the Skate Canada fee that is being considered superfluous.

This is almost exclusively an instance where a skater is submitted to Skate Canada via Members Only but pays for the fee via Uplifter. In that instance you would want to signify to your Uplifter site that the membership has been submitted without affecting the revenue flow of receiving the payment online.

If you are not sure if the Mark As Registered button is the right course of action, please err on the side of caution and contact us here at support@uplifterinc.com.

 

Powered by Zendesk