Special build resources on Club 1.0

1. Navigate to Setting > Categories
2. Add your Camp Category
3. Add Your Camp Category Levels

To begin your camp setup, you will want to ensure you have created/reviewed your categories. This is done via Settings > Categories.

It is likely that most of your camps throughout the year function similarly, so you will only have to set up your categories once and then review them thereafter to ensure they capture your needs moving forward.

See our article Categories for more information.

1. Navigate Products & Programs > Seasons
2. Create a Camp season

For Gymnastics Clubs: Many gymnastics clubs will adhere to the standards that the general recreational insurance fee is not required for the first 3 days of camp. Once the user registers for their fourth day they will then require the fee. If this is true for your club you will want to make a single, all encompassing "Camp" season. This season should start at the beginning of the gymnastics season and end at the end of the gymnastics season (July - June/September - August for example) Be sure to add the year(s) before or after, like "Camp 2021" or "Camp 20-21".

For All Others: If your club does not adhere to above-mentioned policy then you can feel free to make a season for each new camp you offer (one for March Break, one for Summer Camp, etc.).

See our article Seasons for more information.

1. Navigate to Products & Programs > Programs
2. Create 1 program for each option in your camp

For full member autonomy, you will want to ensure that each of their options are created as a program. That means you will want to create 1 program for Monday (Individual Day Full Day), 1 program for Monday (Individual Day AM), and 1 program for Monday (Individual Day PM). This will also be required for each week. As such, each week of camp you create (with full selection options) will generate 18 programs.

Be sure to take advantage of the copying and duplication tools Uplifter offers. For instance, if you have created a program for Week 1 AM you could use the Copy feature to quickly duplicate the settings and create your Week 1 PM program. This is a great way to rapidly make your first week.

Once your first week is in place, you can take advantage of the Season Copy feature. This is found via Products & Programs > Seasons. Here you can select the season you wish to work with (your current camp season), choose to Copy the season, select the same Camp season you are working with, then select to copy the season. This effectively doubles your program listings!

When working with the Batch Create page you can use Cell 1 of any column to affect the whole column. There are also special tools in the Program Name and Program SKU columns that let you search and replace text. Perfect for quickly removing "-COPY" or changing "Week 1" to "Week 2 in a flash!

See our article Programs for more information.

1. Navigate to Products & Programs > Products & Subscriptions
2. Create your camp-specific fee(s)

Depending on your club or affiliate policies you may need to offer a camp-specific fee for insurance purposes. This fee should apply to any invoice where users are purchasing a camp program from your club. If your club/organization has special rules surrounding how this fee should apply please feel free to reach out to support@uplifterinc.com to review.

For Gymnastics-Affiliated Clubs: For clubs affiliated with Gymnastics you may wish to create a Camper fee. This will require that your club is connected to your league so please be sure you have access to the league drop downs. In this case you would be creating a membership fee (as noted in our Gymnastics Canada article) but with a lower cost and the league drop downs set to the camper combination.

See our article Products, Tickets & Subscriptions for more information.

Generally speaking the series of programs you create for your camp will capture the varying pricing offered for a single day, a week, etc. However, it may be true that you would like to discount pricing if users indirectly match another purchase option (buying all 5 single days in a week gets 1 week pricing instead of 5 day pricing), or that you would like to discount other scenarios (buying all weeks receives a discount). It is at this point that you can introduce these types of discounts into the system.

An example discount that looks for 5 singles days (of the same week) and reduces the cost accordingly:

An example discount that looks for all weeks being purchased and reduces the cost accordingly:

See our article Discounts for more information.

For Gym-Affiliated Clubs only: the final step is to introduce a discount that reduces the cost of other gymnastics fees you may offer if they are purchased after the Camper fee.

To ensure this discount functions as desired the first step is to make sure that any/all Gym Fees (as well as your Camper fee) have the same season set for their discount considerations. This can be done by selecting to Edit the fee as follows:

To capture this we will want to create a discount with a benefit that states: "If a participant buys any other Gym fee after the Camper fee, reduce it by $X" where X is the cost of your Camper Fee.

See our article Discounts for more information.

1. Navigate to Setting > Categories
2. Add your Competition Categories
3. Add Your Competition Category Levels

To begin your competition setup, you will want to ensure you have created/reviewed your categories. This is done via Settings > Categories.

It is likely that most of your competitions you host will function similarly, so you will only have to set up your categories once and then review them thereafter to ensure they still capture your needs moving forward.

Though your requirements may differ depending on your desired outcome, the general setup of your competition categories will set each distinct discipline as a category and each rank or tier within as a category level.

See our article Categories for more information.

1. Navigate Products & Programs > Seasons
2. Create a competition season

For each competition that you host you will want to create a new, distinct season. This lets you encapsulate your competition's programs very easy for both display and reporting purposes. Since most competitions are only a few days long so too will your season only be a few days long.

See our article Seasons for more information.

1. Navigate to Products & Programs > Programs
2. Create 1 program for each competition event

When creating a competition you will need to make one program for each event available. This often parallels the category levels you have created on a 1:1 scale. For example, if you hosted a competition where Level 1 to 5 athletes all compete against each other in the same event then you need only create a single program. However, more likely, your Level 1 athletes compete against each other, separate from the other levels, and so on. In that case you would create six programs - one for each level. This split would also be true for each discipline/category. So if you offered Men's and Women's (both with Level 1 to 6) then you would create 12 programs in total.

See our article Programs for more information.

1. Navigate to Products & Programs > Products & Subscriptions
2. Create your competition-specific fee(s)

Your organization may require competition fees to be applied beyond the direct event cost. This may be for insurance purposes, admin costs, etc. Note that if the insurance costs are the same as your standard insurance costs then you can rely on the existing fees in your system and no further fees are required to be made. Otherwise, navigate to Products & Programs > Products & Subscriptions to begin creating your fee. In most cases this will be a mandatory subscription that is filtered to only apply during your competition season.

For synchronized/per-athlete event costs you will want to ensure that your fee has Applies To set to Participant. This will make sure that each athlete within the group must pay the fee individually.

See our article Products, Tickets & Subscriptions for more information.

1. Navigate to Settings > Global Settings > Custom Fields
2. Create your desired custom fields

It's likely that your competition events require more information from your participants than your standard programs. If this is the case you can create custom fields in your system, that are attached to the competition events, to obtain this desired data.

See our article Custom Fields for more information.

Most competitions will not require discounts. However, if yours does you will want to navigate to Products & Programs > Discounts to ensure that you have introduced your required discounts. If you are unsure of how to introduce your desired/required discount structure please reach out to support@uplifterinc.com.

See our article Discounts for more information.

Once you have your programs created and ready to be registered for you will likely want to create a custom registration page for your competition. Once you have made your custom registration page dedicated to the competition you are offering you will want to be sure to update your standard registration page(s) to ensure the competition events are not listed on them.

See our article Public Website Mangement: Registration Pages for more information.

1. Navigate to Setting > Categories
2. Add your Competition Categories
3. Add Your Competition Category Levels

To begin your competition setup, you will want to ensure you have created/reviewed your categories. This is done via Settings > Categories.

It is likely that most of your competitions you host will function similarly, so you will only have to set up your categories once and then review them thereafter to ensure they still capture your needs moving forward.

For Skate Canada competitions you will need the following categories (as applicable): Women's Singles, Men's Singles, Pair, Ice Dance, Synchro, Star. Your category levels therein would be tiers at which skaters compete. For example, your Women's Singles would have: Senior Women, Junior Women, Juvenile Women, etc.

Additionally, if your competition will be requiring PPC information you will want to ensure that you have created the associated PPC category and category levels. See Create Your PPCs, below.

See our article Categories for more information.

1. Navigate Products & Programs > Seasons
2. Create a competition season

For each competition that you host you will want to create a new, distinct season. This lets you encapsulate your competition's programs very easy for both display and reporting purposes. Since most competitions are only a few days long so too will your season only be a few days long.

See our article Seasons for more information.

1. Navigate to Products & Programs > Programs
2. Create 1 program for each competition event

If your competition has Pair or Ice Dance you can contact support to have them enable Team Registrations which let you set a program to require more than 1 participant to complete the registration.

When creating a competition you will need to make one program for each event available. This often parallels the category levels you have created on a 1:1 scale. For example, if you are hosting a competition with the Ice Dance discipline included you would have one program for Ice Dance Senior, one for Ice Dance Pre-Juvenile, etc.

See our article Programs for more information.

1. Navigate to Products & Programs > Products & Subscriptions
2. Create your competition-specific fee(s)

Your organization may require competition fees to be applied beyond the direct event cost. This may be for insurance purposes, admin costs, etc. Note that your standard SC Fee will apply where/when necessary. For anything above the SC fee, navigate to Products & Programs > Products & Subscriptions to begin creating your fee. In most cases this will be a mandatory subscription that is filtered to only apply during your competition season.

For synchronized/per-athlete event costs you will want to ensure that your fee has Applies To set to Participant. This will make sure that each athlete within the group must pay the fee individually.

See our article Products, Tickets & Subscriptions for more information.

1. Navigate to Settings > Global Settings > Custom Fields
2. Create your desired custom fields

It's likely that your competition events require more information from your participants than your standard programs. If this is the case you can create custom fields in your system, that are attached to the competition events, to obtain this desired data.

Be sure to review how your fields are tagged and ensure that they are being displayed/requested where and when you would like. For instance, if you are asking for music uploads would you like this to be linked with their event registration or their PPC?

See our article Custom Fields for more information.

Most competitions will not require discounts. However, if yours does you will want to navigate to Products & Programs > Discounts to ensure that you have introduced your required discounts. If you are unsure of how to introduce your desired/required discount structure please reach out to support@uplifterinc.com.

See our article Discounts for more information.

Many Skate Canada competitions will require the creation and use of Program Performance Content forms. Luckily, Uplifter makes this easy for your athletes. With a bit of setup you'll have perfect reports for your technicians. The setup captured here is the easiest and fastest setup. However, some clubs desire more precise control than what is achieved in this build. If you would like to pursue an alternative please reach out to support.

Create Your Category/Category Levels: To begin, navigate to Settings > Categories to create a PPC category. Then, for each discipline you offer, create a "Discipline" Short and a "Discpline" Free category level. For instance, Pair Short and Pair Free.
Create Your Programs: For each PPC form you wish to offer you will want to create a program. For instance, if you have an Ice Dance event you will want to create an Ice Dance Free and an Ice Dance Short PPC program. During the creation of your programs you will want to select the PPC category and the applicable category level you have created. For example, with your Ice Dance Short PPC program you would check off the Ice Dance Short category level.
Create Your PPC Element Fields: Next you will need to create the fields in which your users will enter their PPC information. This is done via Settings > Global Settings > Custom Fields. Here you can add Invoice Item Fields - one per element field per discipline. For instance, if you offer Singles you would create 13 "Singles Element X" fields, where X is the number of the field you are currently creating. During this process you will need to be sure to tag the appropriate category level. For instance, if your Singles Short PPC will need anywhere between 5 and 7 element fields you will want to tag your Singles Short category level when creating "Singles Element 1" to "Singles Element 7". Be sure to select Save All at the bottom of the page.
Set Your Requirements: This step is not required. However, if you would like to ensure that users cannot check out with having added the appropriate PPC forms to their cart you can do so with program-level requirements. These can be accessed by navigating to Products & Programs > Programs and selecting to Edit your competition events. For each event you can scroll to the bottom of the page and find a Requirements section. Here you can set the PPC(s) to be required in order to check out. See our article Categories for more information on how to add requirements.

Once you have your events created and ready to be registered for you will likely want to create a custom registration page for your competition. Once you have made your custom registration page dedicated to the competition you are offering you will want to be sure to update your standard registration page(s) to ensure the competition events are not listed on them.

See our article Public Website Mangement: Registration Pages for more information.

While the recurring monthly fees will stem from subscriptions built later, programs will also be used in this build. These programs will be used to indicate the time and location of any time slots the membership grants the participant. It will also be used to track the number of active participants who have purchased the membership.

In order to start the monthly fees a participant must first register for the "membership" program. Your program can either cost $0 or 1-month's cost, depending on how you plan to set up your subscription's initial cost. However, we would recommend your program costs 1-month's cost, as this is a more transparent transaction for your end user.

See our article Programs for more information

Your monthly membership will utilize a mandatory subscription that applies when a user purchases the aligned program (created above). The initial cost of the fee will be either $0 or 1-month's cost. If your above-created program is $0, then your subscription would be 1-month's cost. If your above-created program is 1-month's cost (as recommended) then your subscription would be $0.

Your subscription will apply per-participant and must use the Effective Duration option in the Duration of Subscription setting. For the Duration, you will want to enter the phrase "last day of this month". Which will ensure that the subscription expires at the end of each month.

Next, within your subscription, you will want to enable Enabled Recurring Subscriptions, found at the bottom of the Payment section. The settings you apply to this recurrence will be up to you. The most important element being the Recurring Amount, which should be set to the 1-month's cost.

Lastly, your subscription should be set to mandatory and be tagged/filtered to apply when participants register for the above-created program(s).

See our article Products, Tickets & Subscriptions for more information.

You may wish to have a separate Parent & Tot category or use an existing Kids/KinderGym/PreCanSkate category within your system. Once you've decided you will want to make a Parent category level and a Tot category level. Be sure to add the appropriate age requirements to each.

See our article Categories for more information.

For each Parent & Tot class you offer you will want to create two programs. One program will be for the Parent (at $0), the other for the Tot (at you program price). Be sure to make the program name very clear for your end users and be sure to make the SKU very obvious for yourself (you'll be using it!).

For each pairing of your parent and tot programs you will want to create the programs and then select to Edit them once more. At the bottom of the page you will find the Requirements section (only available after saving the program). Here, you will want to add a requirement to each program to ensure that it requires its counterpart before checking out. This will be an Account Product requirement that is set to Prevent Checkout.

See our article Categories for more information on adding requirements.

The final step is to create/verify your insurance fee. Most clubs will have a standard insurance fee for anyone participating in programs. This often applies on a per-participant basis and, if it is already setup in your system, no further action is required. The fee will apply once to the tot and once the parent and everything will be great! If you have not yet made your club's/organization's insurance fee you will want to ensure you have a mandatory subscription created to account for this.

See our article Products, Tickets & Subscriptions for more information.

1. Navigate to Setting > Categories
2. Add your Birthday Category
3. Add Your Birthday Category Levels

It can be quite handy to have a standalone category and category level called Birthday (or similar). You may also already have a "special events" (or similar) category which you can piggy-back off of if desired.

See our article Categories for more information.

1. Navigate Products & Programs > Seasons
2. Create a Birthday season

If desired, you may wish to create a dedicated birthday parties season. If you do pursue this we generally recommend creating one birthday party season per year. This can help split out the revenue from your parties from other types of programming. This is not required and your birthday parties can be created within any season you wish.

See our article Seasons for more information.

1. Navigate to Products & Programs > Programs
2. Create a birthday program for each month

Since birthday parties can have so many different time slots we generally recommend creating one birthday party program per month. The program would use the Birthday Party category/category level and season (if created). During the creation of your birthday party programs you would want to be sure of the following settings:

During the creation of your birthday party programs you will want to ensure you have Drop Ins enabled. Most organizations will not specify a Drop In Registration Start date, but setting a boundary on your Drop In Registration Cutoff can be very handy to remove any surprises! Perhaps something like "-7 days" to ensure you have at least a week's notice. Lastly, in the Drop In Event Fee field, set the cost of your birthday parties before any add-ons or size-based charges.

When adding your events to your birthday party programs you will want to add one event per time slot. Please note that you can use the Repeats option to create a weekly or daily repeating time slot.

Please note that we cannot presently account for overlapping time slots. That is, if you had hour-long time slots you would want to create your events as 3PM, 4PM, etc. (for example) and not as 3PM, 3:30PM, 4PM etc. as the system would not be able to account for the fact that the 3:30 time slot encroaches on the 4PM time slot.

The last important factor to your birthday party programs is that you set the registration capacities. Herein, you will want the Max Registration Spots and Drop In (registration) fields to be set to 1 and the Full Programs (registration) to 0. This is true for your waitlist values as well.

See our article Programs for more information

If you would like to collect additional data for your party, like an estimation on how big it is, what kind of pizza they want, if they want balloons or a DJ, etc. you can create custom fields. You will want to ensure these custom fields are Invoice Item Fields with the birthday party category/category level tagged in the Link To section.

If you would like to offer custom fields that adjust the cost of your birthday party you certainly can. If you pursue this option you will most likely want to create Dropdown Box fields with the options already specified for selection. In this case, please be sure to track the values you have entered in the custom field selections - you will need these exact values. You may also wish to append the value adjustment to the end of the option's text.

See our article Custom Fields for more information.

In cases where you would like your custom field values to affect your birthday program's cost you will need to introduce discounts (with inverted values so as to increase the cost). The video above reviews this process in detail.