Accounts / Profiles management
Add-On Features
Administrative Dashboard Overview
- Administrative tools overview for clubs and events
- Administrative tools overview for NSOs / PSOs
- Club OnBoarding Setup: HOW TO SETUP YOUR CLUB PORTAL AND CREATE YOUR CLUB PROGRAMS
- Configuration overview for annual registrations: Club, PTSO, and NSO integrated processes
- Different Identity Membership Statuses
- How to edit your registration process settings? (Overview)
Certification Tracking Management for coaches/officials (NSO / PTSO)
- Certification Tracking System (CTS) - Adding or updating a Course Type on a registration process
- Certification Tracking System (CTS) - How to create course types?
- Certification Tracking System (CTS) - How to manually create a certification level
- Certification Tracking System (CTS) - How to manually import course records?
- Certification Tracking System (CTS) - How to mark attendance on my past event
- Create a multi-module course registration process
Donation campaigns management
Email Management
Financial tools management
- Add new admins or financial controllers to your organization account
- Admin fees & GL codes management
- Admin transactions management (How to register someone on their behalf)
- Annual Custom Tax Receipt for club activities: How to update the purchaser's name?
- Assigning Revenue Accounts (GL codes) to Products or Services
- Cancellation and refund process for multi-organizations orders (club + PTSO + NSO)
Horse Management
Information
Memberships management (NSO / PTSO)
- "Member in good standing" tracking tool
- BCEA - Honorary Members
- How to access and update survey questions answered by a member?
- How to add optional messages in my membership process (Store, address, photo)?
- How to Bulk Import Membership?
- How to change a membership status?
Permit applications management (Club sanctioning, Event permitting)
Registration processes creation and setup tools
- Club: How to access and manage your list of affiliated members' memberships?
- How to add a passphrase to my event/club ?
- How to add or update online agreements (waiver/policy) as part of my registration process
- How to add your Basic MailChimp to get your list of members / registrants?
- How to add/edit registration categories for your registration process?
- How to automate a discount/special pricing if a participant chooses to sign up for multiple registration options at once? (Category Combos)
Registrations management (Club, Event)
- Bulk Registration/Roster Management
- Change registration category of a billing plan / subscription
- Club - Add (Create) a new user profile/account from the admin dashboard
- Club - How to download my member's membership card
- Club- How to register my athletes for their provincial membership
- Club/Event - How to cancel a monthly/multi payment or registration?
Reports Management
Stores & products management (Club, Event)
2M
- ACC Members: How to manage your memberships on 2M
- ACC Sections - Q&A
- Archery Canada - Technical Membership Management (Coaches/Officials)
- BC Weightlifting - How to manage my club registrations?
- BC Weightlifting - How to purchase my club membership?
- CFF - How to manage the coaches and officials memberships requirements
ATHLETICSREG
- AC - How to upload insight report data into AthleticsReg
- Athletics Clubs: How to setup your club registration process(es)?
- Athletics member - How do I access my AthleticsReg's profile and update my membership information?
- AthleticsReg - How to change the club fees on a club annual application, and charge the club for the additional fees owed?
- AthleticsReg - How to upgrade your club annual application?
- AthleticsReg - Managing your annual club application process as a Branch Admin
CURLINGREG
- Curling Ontario - How to collect Curling Canada's individual membership fee from clubs? (2024/2025 season)
- Curling Ontario Club - How to manage my club representative's memberships?
- Curling Ontario Staff - How to register for your annual memberships?
- CurlingReg - Club Guide / Club Permission Update Request
- CurlingReg - Clubs Guide: How to Submit the Sanctioning Process
- CurlingReg - MA Guide: How to submit an offline payment
GYMREG
HORSECONNECT
HORSEREG
- (CPC) Pony Club Member - How do I update my membership with an updated proof of PTSO membership?
- Cheval Québec - Gestion de mon club ou de mon association
- Cheval Québec - Gestion des abonnements CHEVAL QUÉBEC MAGAZINE
- Cheval Québec - Gestion des boutiques en ligne
- Cheval Québec - Gestion des brevets de cavaliers
- Cheval Québec - Gestion des événements
ICEREG
- Icereg - How to download and see your invoice/receipt from a payment group?
- IceReg - How to submit payments from my payment groups.
- IceReg - How to use the refund tracking feature from the club affiliation tab
- Icereg club- How to get my club approved and live to take member's registrations?
- Speed Skating Canada- How to manage the Covid-19 declaration for my members?
- Speed Skating- How to complete my Covid-19 declaration?
PLAYERWEB
- Basketball Québec - Affiliate my organization
- Basketball Québec - Comment importer ma liste de membre sur Playerweb ?
- Basketball Québec - Guide utilisateur
- Basketball Québec - Registration process for the CBQ
- Basketball Quebec Coaches - How to "charge my fee to my club"?
- Ilkley Town AFC - How to import Membership into PlayerWeb and share the digital membership card with your members