Skate Canada: membership integration on Club 1.0

Yes. With each new year you should make a new Skate Canada fee in your system.

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.

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.

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 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.

Please note: Skate Canada has limited the amount of data they will accept from third party systems. At this time, we do send them the data you mark off, but they may not use this data on their end. They have confirmed that member information (address, etc) is not accepted and only membership status will be updated upon submission via Uplifter. To update member information your club admins (or the member themselves) can log into members.skatecanada.ca.

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 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".

Please note that the Skate Canada category you pair your category with will affect the auto-populated tags on the submissions page. Please see the Skate Canada Activity Tags below for more information.

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.

To create your newest (or first) Skate Canada fee please navigate to Products & Programs > Products & Subscriptions. Select 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 have Apply To set 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)

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:

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 contact support@uplifterinc.com for assistance.

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.

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.

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 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).

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.

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.

Select the appropriate Skate Canada season from the Select a Season for Registration dropdown menu and, if required, the matching participant profile (as discussed in the Matching section). Next, set any applicable Skate Canada tags in the Select Some Options field. This field will auto-populate with tags based on the program(s) the skater signed up for and the Skate Canada categories associated with the categories that those the program reside in. See the Skate Canada Activity Tags section below for more details.

If required, check/uncheck the Signed COVID-19 Waiver? checkbox to indicate the policy has been accepted (or not). Finally, 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 undo a submission. 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.

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.

1. Navigate to Settings > Policies
2. Create or edit a policy
3. Use the Skate Canada Season for COVID-19 Waiver drop down to select a season to align with
4. Click Create New Policy

As with any policy you create in your system you will need to navigate to Settings > Policies to begin. If you already have a Skate Canada COVID Assumption Of Risk Waiver in your system you can edit the existing listing. Otherwise, please create a new policy. Within the Policy Information settings use the Skate Canada Season for COVID-19 Waiver to select the correct Skate Canada season.

By aligning a policy with a Skate Canada season you are marking it as your official Skate Canada COVID Assumption Of Risk Waiver. By doing so, anyone who has accepted this policy during their registration process will automatically have their Signed COVID-19 Waiver? checkbox checked on the submissions page.

1. Navigate to People & Accounts > Skate Canada Memberships
2. Match and select seasons as normal
3. Check/uncheck the Signed COVID-19 Waiver? checkbox as needed
4. Click Save

Participants who have accepted your properly made policy will now have their Signed COVID-19 Waiver? checkbox automatically checked. As such, they will be ready to submit to Skate Canada in the natural process of selecting a match (as required) and a season to submit the skater for. Skaters who have accepted the policy outside of Uplifter can be manually marked by checking off the Signed COVID-19 Waiver? checkbox before submission.

Unfortunately once a skater is submitted for their membership there are no tools that allow further augmentation. As such, if you have submitted a skater to Skate Canada without their Signed COVID-19 Waiver? checkbox checked (when it should have been) you will need to update this in Skate Canada's Members portal.