Register a member, buy a product or submit an application for them from your club admin work account, then pay online or offline.
- Admin transactions are for admins registering, buying or applying on someone else’s behalf, from your club admin work account.
- Admin transactions are activated by request, one user account at a time. Associations and event organizers email support@uplifterinc.com to request it for their club admin work account and take part in any training needed. If you don’t see Process an admin transaction, it isn’t activated on your account yet.
- The order is recorded against the user account you select in the cart, and that user’s name appears on the receipt. A validated order can’t be changed later.
- When the signer isn’t there, the waiver is emailed, and the membership stays in Pending Requirements until it’s signed.
As an admin, use an admin transaction to register a member, buy a product or submit an application for them, then pay online or record an offline payment. It starts on the same page your members use, signed in with your club admin work account.
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Open the registration page
Open the membership, event, club, store or application page your members use. The admin transaction starts there, not in the admin dashboard menus.
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Start the admin transaction
Select Start Admin Transaction in the Process an admin transaction panel. For a standalone store, skip this step: add the items to your cart first and pick the account in step 5.
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Choose the person
In Who do you want to register?, search by name or email and select the profile the registration, purchase or application is for.
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Complete the process
Fill in the registration or application as usual and continue to the cart.
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Pick the paying account
Under Admin Transaction Check Out, select the user account that pays and should get the receipt. For a child, that’s usually a parent’s account. Use the search icon to find a different account.
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Pay and submit
To pay online, enter the card details. To record an offline payment, tick Record as offline payment?, choose Terminal / POS, Cheque / Cash or EFT, add payment notes, and tick Send receipt email to user if they should get one. Select Submit & Complete.
If the person doesn’t appear in the search, they may have no account yet, or your admin account may not have permission on theirs. Email support@uplifterinc.com with your site name, the person’s name and email, and your organization’s name. Recording an offline payment needs every item in the cart to go to one organization, and your Uplifter contact must have set it up for you.