Site settings on Club 1.0

Registration Status: This checkbox denotes your club's status regarding live registrations. Before this is enabled, all invoices will have a notice "THIS EMAIL HAS BEEN SENT FROM A TEST SYSTEM!". Once you have enabled your club's live status by marking the checkbox and saving the page, this notice will be removed. If you have accidentally enabled this status please contact support@uplifterinc.com to renege. 

E-Mail Verification:

• Enable E-mail Verification: This checkbox will enable email verification, which will require users to verify their new member accounts. This is done by creating a member account, receiving a verification email to the specified email account, then using the link within said email to complete the verification process.
  Please note, this feature will be enabled by default on all new sites (after Nov 22, 2018), while current sites will have the ability to enable the feature at their discretion. Once enabled, this feature cannot be disabled.
• Allow Unverified Member Account Site Access: By checking this box you will allow users to access your site before having confirmed their email. If you enable this option you can then set the Strictness and the Number of Days settings.
• Strictness: The level of access an unverified member has to the system.
• Number Of Days: The number of days a member has before they are restricted from the site if they have not verified their email.

Please note, if you enable this feature, then disable it, anyone who has not verified their email will be locked out. Please see our article Communication Tools: E-Mail Verification for more information.

Declined Payments:

• Suspend Users With Rapid Declined Payments: Toggle whether or not users who experience rapid declines are automatically suspended from your site.
• Member Account Age: Toggle the three account age options at your discretion to then set the number of declines in the number of minutes for each age. Please note that there is no default or standard for these settings. They are unique to your club and preferences.
• Declines/Minutes: For each account age you enable you can then set the number of declines per minute that you wish to indicate fraudulent activity. Once an account reaches this many declines in the set number of minutes the system will automatically suspend the account, halting any further access to the system to that user.

Localization Settings: 

• Time Zone: This section allows you to set your timezone.
• Site Language(s): Uplifter offers both English and French. Enabling both languages will allow members to toggle their preferences in their user profile. However, until they have logged in and done so, the site will default to their browser's language settings. 
• Supported Countries: Uplifter offers address support for all countries. This support currently does not verify address information/format for countries outside of North America. Mark each desired country your club wishes to support to add the country as an option during member account creation. 

Participant Settings:

• Default Participant Sort Order: Select the sorting order of participant names on participant-based reports, the attendance pop-up, evaluations, and the program view page.
• Participant Name Display Order: Select the display order of participant names on participant-based reports, the attendance pop-up, evaluations, and the program view page.
• Duplicate Participant Profiles: Some Uplifter tiers will have the option to toggle how duplicate accounts are handled within the system. Allow Duplicates will let anyone create a participant profile with similar or identical information without issue. Prevent Duplicates, however, will prevent duplicate profiles from being created based on standard fields (First Name, Last Name, Gender, Birthdate), as well as specialized fields (SC Number, GO Number, and any custom field marked with "Participant Identifier Field on Import" in their Where does this field appear settings).

Message List Settings:

• Opt-In Requirement: The status/flexibility of the mailing list.
• Message List Name: The name of your message list. Each list has a default, but you may wish to rename it if you would like to repurpose certain lists.
• Description: The description of your message list. Each list will have a default, but you may wish to update it if you would like to repurpose certain lists.

Account Settings:

• Share Accounts: Toggle how family/group accounts are displayed, interacted with, and reported against. This is specifically in terms of the member/participants page, being able to see each included member's invoices and use their gift certificates, and financial reporting.
• Invitation Expiry: Set the number of days before an emailed invitation to create/complete an account expires.

Age & Gender Settings:

• Genders: Create and customize the genders you would like to offer within your club's site. Each gender requires a public facing name (Gender), a gender code for reports (Code) and, if associated with an affiliate, an affiliate gender. Note that some affiliates may function on older database structures that do not allow for additional genders to be added to their systems.
• Request Member Gender Identity : Toggle whether or not you would like your members to have the option to enter a gender when creating/editing their member account.
• Require Member Gender Identity: Toggle whether or not your member's gender is a required field to create/edit their account.
• Allow Members to Update their Participants' Gender: Toggle whether or not your members can update their participant genders on their own accord.
• Request Member Birthdate : Toggle whether or not you would like your members to have the option to enter a birthdate when creating/editing their member account.
• Require Member Birthdate : Toggle whether or not your member's birthdate is a required field to create/edit their account.
• Allow Administrator to Update their Participants' Birthdate : Toggle whether or not your members can update their participant birthdate on their own accord. Not recommended if you have age requirements.
• Maximum Age for Tax Receipts: Set the maximum age for tax receipts. The default for Canada is 15 which will include the first day that the participant reaches the age of 16.
• Minimum Age for Tax Receipts: Set the minimum age for tax receipts.

Instructor Settings:

• Instructor Program Expiry: Restrict the amount of time an instructor has access to participant profiles based on program end date. Leaving this field blank allows instructors limitless access. 
• Disable Instructor Dropdown: Toggle the display of the Instructor Dropdown during participant account creation. Note, instructors must already be added to the system to be offered. 

Invoice Settings:

• Invoice Locking: The relative ranges within which The date on which invoice lines lock and restrict editing. Can be a specific date or a relative date (-7 days, -1 month, etc.). Leaving it blank means they can be edited indefinitely. This is enacted at a per line level on each invoice. (see: Invoice Item Locking)
• Cart Expiry Time: Control the length of time before a member's cart expires and purges all selected items. This is 30 minutes by default.
• Registration Begins Countdown: With this setting set to anything except 0, the system will begin a countdown timer in advance of your program(s) opening for Full Program registration. Default time is 15 minutes. Setting this to 0 will disable the timer.
• Checkout Options: Set your desired checkout options and change which elements the site automates.
• Invoice Total Threshold: Set a default value at which the site will automatically select the installments option for the purchase in question. Members can still opt to pay all at once if preferred. Note that installments must be set for the program before this feature will initiate.
• Default Use Credit: Set how the site automates the use of credit. No selection will give members complete control over their usage of gift certificates. Default Checked will mark the use of gift certificates (if available) but can be unchecked if desired by the member. Always Apply will mark the use of the gift certificate balance and not allow the member to unmark the option.
• Default Terms and Accounts In Arrears: The maximum number of days until a payment is considered in arrears. Leaving the field blank or entering 0 will make any pending payment immediately in arrears. (To learn more, see: Members - Arrears).
• Disallow Online Registration if Members is In Arrears : Toggle whether or not members can continue to register/create invoices if their account is in arrears.
• Allow Partial Payments : Toggle whether or not you would like to allow partial payments to be accepted from members. If allowed, members can log into the system to pay upcoming owing amounts piece by piece. Arrears settings still apply based on the original payment settings.
• Present Currently Waitlisted Programs At Checkout: Toggle whether or not members are presented with their waitlist positions on Step 1 of the checkout process. These positions, highlighted in yellow, are listed for reference but also offer the user a chance to remove themselves from the list if they are no longer interested. This helps free up positions for other users.

Automatic Withdrawal Settings: Learn more about Auto-Withdrawals in our article Auto-Withdrawals.

• Default Withdrawal Mode: Select whether or not your system can use the auto-withdrawal feature and, if so, which mode is used by default.
• Default Refund Method: Select what refund option is used by the system's auto-withdrawal feature by default.
• Allow Self-Serve Withdrawal by Members: Toggle whether or not your organization allows members to self-serve and withdrawal from programs on their own accord.
• Create Separate Withdrawal Credit Invoices : Toggle whether or not auto-withdrawal actions take place on the original invoice or on a new invoice.

Policy Acceptance Settings: Toggle whether or not a member must scroll to the bottom of a presented policy before they are able to accept.

Site Affiliation: This is a Skate Canada specific feature that will allow clubs to determine the amount of information that is sent to Skate Canada when participants are submitted for Skate Canada Memberships. This section populates once your club's Skate Canada number is provided to Uplifter support. If you have missed this step, please feel free to forward your club Skate Canada number to support@uplifterinc.com.

Uplifter Account Address: Your club's Uplifter associated address information. Including your desired email address to which all Uplifter-to-club invoices will be issued.

Uplifter Support Contact: Your club's primary contact point for support@uplifterinc.com. This is the only contact that emergency account access requests are accepted from.

Uplifter Billing Plan: Details on your current plan tier, plan expiry, and plan rate. This section will also indicate any paid setup fee/pre-payment along with your selected plan's base rate. Click Switch Plans/Renew to review plan alternatives and/or select a pre-payment option. Click Setup Automated Payments to "set and forget" a payment method with Uplifter.

Storage: Your storage use and warn/limit thresholds. Please see our article Data Storage for more information.

Currency/Installments:

• Currency: The type of currency your site will use for all product and program prices.
• Payment Intervals: The payment intervals that will be allowed when setting up installment payments for your club's programs (Note: specific installment payment schedules are set by club administrators on a program-by-program basis).

Taxes: Learn more about adding taxes to your site in the section below, Taxes.

Merchant Details: The current name and transaction prefix of your merchant account. For standard clubs, the name field will be locked with your club name. Adding a transaction prefix will add the prefix to your merchant account reports - useful if you use your merchant account for other sites.

Note: Online payments go through your merchant account. See Merchant payouts via Uplifter for the payment processors available now and the ones Uplifter used to support.

Your Billing Address: Your club's operating address information. Including all details present on standard club-to-member invoices. This is also the address/billing information that displays in your footer on the public site. Note, the email address in this section will also receive a copy of Uplifter-to-club invoices.

Payment Methods/Payment Method Groups: An organizational tool allowing clubs to create/customize payment types and group them. The full scope of this feature is detailed in our article Payment Methods.

Uplifter Payment Transaction History: A list of Uplifter-to-club invoices along with your account balance at time of issue.

You can configure the tax rate for products, programs and subscriptions on your Uplifter site. Tax settings are found in the Uplifter Settings under Payment Details. The default currency is Canadian Dollars. There is a checkbox to select whether your club charges local taxes on all registrations.

Set Tax Application

Set the Tax Application by using the drop down below the text "Calculate Taxes and". Three options are available.

Charge At Checkout: Select this option to have the taxes applied to the Due Now amount during checkout.
Charge On First Payment: Select this option to have the taxes applied to the first payment. This is the earlier of either At Checkout (if there is a Due Now balance) or on the 1st installment.
Distribute Evenly On Payments: Select this option to have the taxes apply evenly across all owing payments. If there is a Due Now balance at checkout, the taxes spread will include this payment.

This setting can also be controlled on a per-item basis - available when creating/editing the item in question.

Display purchase prices inclusive of taxes: Toggle this setting to include taxes in purchase prices.

Creating an Applicable Tax

Selecting the will allow you to add a new tax.

Tax Name: Enter your desired tax name.
Tax Code: The invoice level code to represent this tax (ie. HST, GST).
Tax Rate: The percentage rate of the new tax.
Default Apply To "X": Select "Yes" or "No" as to whether or not this tax will apply, by default, to programs, products, subscriptions, and custom line items.

Taxes on an invoice can not be altered directly on an invoice, only enabled or disabled for each individual item. They appear at the bottom of an invoice.

Clubs can create and add custom fields to many elements and forms in order to capture more information. For example, a club may wish to capture any known allergies for a participant or perhaps costume/uniform sizes. They may want to learn more about how members heard about their club, or which song will a participant will be performing to.

Custom Fields can be created in five main categories.

Participant Fields: Fields for information pertaining to participants within your club (i.e. "Allergies?").
Member Fields: Fields for information pertaining to members within your club (i.e. "Trusted individuals for pick-up")
Instructor Fields: Fields for information pertaining to instructors within your club (i.e. "Current certificate").
Invoice Fields: Fields for information not pertaining to anything specific (i.e. "How did you hear about us?").
Invoice Line Fields: Fields for information not pertaining to anything specific but often attached to invoice line items (i.e. "What size uniform?").

Custom fields are a robust and flexible tool to customize your Uplifter site. The full scope of this feature is covered in our article Custom Fields.

Clubs can add email addresses to be used by the Uplifter system for different purposes. For example, when sending confirmation emails to your club administrators or to be used as the "Reply-To" address when using the Email tool. If you have a custom domain and the ability to add DNS records for your sending domain, you can also specify the "From" address for your emails. Please follow along with our video tutorial to initiate this feature:

Sending Domains:

• Domain: The domain name of the domain you own. This should be the root URL, so it should not include http(s):// or www.
• Mailbox: The mailbox you wish connect as your sending email.

We also recommend adding another TXT record to ensure successful mail delivery:

v=spf1 include:_spf.google.com include:sparkpostmail.com ~all

Email Aliases:

1. Email From Name: The name that will be associated with this email by most email clients. This will add authenticity to your outbound communications. ex. "ABC President", "XYZ Accounting".
2. Reply-To Email Address: The email address in which you with to receive all replies. This is where you should enter your standard email address. ex. "president@abcclub.com", "accounting@xyzclub.com".
3. Sending Email Address: The email address in which your site will send from. This will default to no-reply@{yourclub}.uplifterinc.com until updated. If you own your own domain with custom domain-based emails you can find steps to update your sending address in the video above.
4. Contact Us Form Description: If enabling the permission "Receives Contact Us" you must also set a Contact Us description. This is what members will see as a drop down option when viewing the Contact Us page. ex. "Registrations Inquiries", "Invoice Inquiries"
5. Can Send: Enable this permission to allow this email to send via the Uplifter system. By doing so, the email address will be an option to select from during the email creation process.
6. Receives Contact Us: Enable this permission to set this email address to receive contact us inquiries. If you set this to be enabled you must also set a Contact Us Form Description.
7. Receives Copy Of Invoices: Enable this permission to set this email address to receive a copy of any processed invoices within the system.
8. Receives System Notifications: Enable this permission to set this email address to receive a copy of any system notifications.
9. Receives Checkout Notifications: Enable this permission to set this email address to receive a copy of any invoices generated where at least one item has checkout notifications enabled. See Notifications & Messages > Checkout Notifications above for more information.
10. Default From Address: Enable this permission to set this email to be the default from address when creating outbound emails through Uplifter. Only one address may have this permission enabled at a time.

Clubs can set up a contact form for members and potential members to contact you from on the "Contact Us" page.

To enable this form:

1. Navigate to Settings > Global Settings > Look and Feel
2. Select the "Display the Contact Us Page" setting
3. Click Save

Set a template for the page:

1. Navigate to <yourDomain>/contact-us/
2. Click Edit Page Details at the top right
3. Use the Template drop down to select your desired template
4. Add content to the page if desired
5. Click Save Page

Choose what emails receive messages from this form:

1. Navigate to Settings > Global Settings > Email Addresses
2. Add or edit a current email address
3. Select the "Receives Contact Us" setting
4. Fill out the "Contact Us Form Description"
5. Click Save

Once you have that set up you can log out and click the "Contact Us" tab to view your changes. Note: the Contact Us email form will not be visible while logged in as an administrator. Learn more about the Contact Us tools available in our Communication Tools article.

To add Google Analytics to your Uplifter site, please follow the steps below.

Set Up a Google Account

1. Go to http://accounts.google.com
2. Click the Create an Account button and complete the form using your business email account.

Even if you already have a personal Google account, you may want to set up a second business account specific to your club so this information can be passed to others. To do so, please navigate to Google's account page and select to create a new account using your your business email.

Sign Up for Google Analytics

1. Sign in to your new Google account and go to http://www.google.ca/analytics/
2. Click Create an Account and complete the form - note that Website Name and Account Name can be the same unless you in intend to run several websites from the same account in which case Account Name will be your company name.

Sign Up for Google Analytics

Google Universal Analytics ID

1. Log into your Google Analytics account and click Admin
2. Click the "Tracking Info" menu to expand it and click on "Tracking Code"
3. Near the top of the page it should say "Tracking ID". It will start with the characters "UA-" and then have a series of numbers follow it like this: UA-########-# (to be deprecated July 1, 2023)
    
4. Copy this value to your computer's clipboard (Ctrl+V; Cmd+V)

Google Analytics 4 ID

1. Log into your Google Analytics Account and select Setup Assistant
2. Under Setup Assistant, select Data Stream
3. Enter your Uplifter website information, then select create stream.
4. Copy this value to the clipboard (Ctrl+V; Cmd+V) - (format of "G-XXXXXXXXXX")

Add Your Google Tracking Code to Uplifter

• Log in to your Uplifter club website with Admin credentials
• Navigate to Settings > Global Settings > Look & Feel tab
• In the Default Page Info / Analytics section, add your tracking ID to the appropriate Google Analytics ID field
• If your ID is in the format UA-########-#, enter the tracking ID into the Google Universal Analytics ID Field
• If your ID is in the format G-XXXXXXXXXX, enter the tracking ID into the Google Analytics 4 ID field.
• Select Save All at the bottom of the page