Website go-live checklist on Club 1.0

Please ensure that you have...

• Created all of your desired locations, categories, category levels, and programs.
• Created all of your necessary fees/subscriptions, including those that would apply on a mandatory basis at checkout, and the ones that are optional.
• Created all of your required policies.
• Setup at least one email address for automated messages and communication through Uplifter.
• Completed any/all public pages to host your club's public content.
• Set up your online payment portal of choice.

Tips

• You'll want to make sure that your season's start and end date encapsulate your programs. That is, if your program runs March 3rd to March 29th, you would want your season to "wrap" it with a start and end date of March 1st and March 31st. Note the "cushion" provided on either side, pushing the season's start and end date to begin before and end after the program. You will want to consider all of your programs within the season when setting the season start and end dates.

For a comprehensive outline of the items below, please see our article Testing Your Uplifter Site.

Please ensure that you have tested...

• Several registrations for each category you offer, to ensure that they are adding to cart correctly (including verifying any restrictions or warnings you have in place).
• Your discounts and installments and ensured that they are both applying/displaying properly.
• Your checkout options, verifying that offline and online payment options are presented (based on your preference to offer them).
• That, if you have enabled online payments, the gateway is connected and functional using our test credit cards - note that your gateway account must be in test mode for these cards to be accepted.
• Your volunteer requirements to ensure they are restricting registrations as expected, as well as to confirm the list of positions is large enough for your expected sign ups.

Please ensure that you understand and are comfortable with...

• Processing, refunding, and reviewing credit card payments withing Uplifter.
• Reviewing credit card payments within the system of your payment gateway of choice.
• Withdrawing participants and changing their program registrations.
• Pulling reports and reviewing the data for your needs.

1. Navigate to Settings > Purge Site Data
2. Mark "Registration Invoice Data"
3. Select Purge Data

To clear your site data of all invoices and invoice related data navigate to Settings > Purge Site Data. Note that this page will only be available if your site is not set to live already. On the Purge Site Data page select the type of data you wish to purge. Presently, only Registration Invoice Data is available for clubs. Select the Purge Data option to discard all registration data.

Note that this action is irreversible!! Once you have purged your data you will be greeted by the confirmation message.

There are certain circumstances based on number and/or age of invoices where you will not be able to manually purge your date. In these instances, please contact us at support@uplifterinc.com for assistance.

1. Navigate to People & Accounts > Members Accounts
2. Select the member account affiliated to the participant
3. Select Participants from the member account sub-menu
4. Select to Delete any unwanted participants

It is likely that, during your testing, you have created test participants that are no longer needed. Once you have purged your site data, and these participants are no longer attached to any registrations, you will have the option to remove them. This is performed via the associated member's account. More details can be found in our article Participants - Deleting A Participant Profile.

1. Navigate to the member's account
2. Select to Delete the member

During the testing process it is possible that you have also created test accounts. If this is the case you may wish to rid your site of these test accounts. Once you have purged your site data you will have a chance to do just that. In order to do so you will want to navigate to the member's account and select the option to Delete the member. More details can be found in our article Members - Deleting A Member Account.