This feature is currently in Beta Testing. We’ll notify you once it’s officially launched.
Interested in joining our Beta Testing team for this feature? Please email our support team to be added: [email protected]
Important Note:
This feature is currently intended for program registrations. The File Upload field should not be used in custom forms for events like Rentals or Bookings and does not apply to Customer Profile forms. However, our team is working on expanding this feature to Online Booking in the future.
Overview
The File Upload field in Custom Registration Forms simplifies document collection by allowing customers to submit required files during registration. Staff can easily manage uploads through the Group Roster and Customer Profile pages.
Key Features:
Customers can upload documents like proof of insurance, photos, or certificates.
Files appear in the customer’s profile and group roster page for easy access.
Admins can approve, reject, or track missing/unverified files.
Expiration dates and allowed file types can be customized.
Setup
Create a Custom Field (File Type)
If you are new to creating custom fields, refer to the Help Center article section below for a step-by-step guide.
Create a Custom Registration Form
If you are new to creating a custom form, refer to the Help Center article section below for a step-by-step guide.
Attach Custom Form to a Season/Level/Group Roster
You can attach a Custom Registration Form to a Season, Level, or Group Roster. Check out the Help Center article below for details on how to set this up.
Accessing Files Uploaded by Customer
Group Roster
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The Group Roster page now includes a File Uploads tab where staff can review, approve, or reject uploaded files and track any missing uploads.
Files can be managed from the File Uploads tab on class, camp, or team pages, as well as from the customer’s profile.
When a file is approved or rejected, the participant (or parent) will receive an email notification with a link to their dashboard to upload a new file if needed.
Customer Profile
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If a custom form includes a File Upload field, any file a customer uploads during registration will appear on their profile page.
File Status
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Required: The customer is enrolled in a program requiring a file upload but has not uploaded it yet.
Missing: The customer is enrolled in a program that allowed file uploads, but the upload was optional and not completed.
Unverified: A file has been uploaded but still needs admin approval.
Approved: An admin has reviewed and approved the file.
Rejected: An admin has reviewed the file and rejected it.
Member App View
Registration
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When a customer registers for a program with a custom form that includes a "File Upload" field, this is how it will appear in the Member App.
Once a customer registers and uploads a file, a staff member must approve or reject it.
Auto Emails to Customers
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Customers will receive the following email templates during the verification process.
File Upload Approved
File Upload Rejected
Reminders
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Customers will encounter prompts within the Member App to upload a new file for their registration.
Dashboard
The main dashboard of the Member App will display banners at the top to remind customers of any missing files.
Roster Details
Click on either location from the Dashboard to navigate to the "Roster Details" page.
When a parent accesses "Roster Details" under the "My Enrollments" section, they will see any family members with missing files.
