How do I set up and customise the online signup form for my club?

It's very simple to set up and customise the iconnect360 online signup form for your club. See below for the step-by-step instructions.

One time setup (at organisation (master) level)

At the Organisation (master) level, customise your online signup settings.

• Add your club's logo and the link to your club's terms and conditions.

1. At the Organisation (master) level, navigate to Settings > Organisation.
2. Select Edit.
3. To add a Logo, select Browse... to search for the image in your local computer. Then click on the image and select Open. The image will appear on the screen.
   Note:
   - You can only upload an image with the file type .jpg or .png.
   - The image file size must not exceed 5 MB.
   - If you don't wish to add a logo, then leave it blank. If there's no logo, then the name that is reflected on your iconnect360 navigation bar at the Organisation (master) level will be displayed.
   Note: If you wish to change the display name, please submit a ticket to support@iconnect360.com.
   
   Sample of how the online signup form looks like without a logo
   
   
   
4. In the Terms & Conditions URL field, enter the web link that enables your customer to view your club's terms and conditions from the online signup form.
   
   Note:
   - iconnect360 does not store your terms and conditions, i.e. we do not keep the file nor provide you the web page to enter your terms and conditions.
   - If you leave this field blank, then only the link to Ezypay's terms and conditions will be displayed.
   
   Sample of how the terms and conditions links are displayed in the online signup form
   
   
   
5. Select Save Changes.

• Add a redirect URL and customise the design.

1. At the Organisation (master) level, navigate to Settings > Online Signup.
2. Select Edit.
3. In the Redirect URL field, enter the web link that you wish to automatically direct your customer to after completing the signup process.
   For example, you may want to direct your new customers to a 'Refer-a-friend' page or let them view the class schedule on your website.
   
   Note:
   - If you leave the field blank, your customer will see only the default 'Thank you!' message.
   - If there is a Redirect URL, after a few seconds, the webpage will automatically change from the 'Thank you!' page to the one you have entered.
   
   Sample of the Thank you screen
   
   
   
4. In the Select CSS file field, upload your new customised designed CSS file.
   
   Note:
   - No action is required if you wish to use our default standard colour scheme of white, light grey and blue.
   - For detailed instructions on how to modify the design colour, refer to article: Can I change the design of the online signup form?
   
   
5. Select Save Changes.

One time setup (at each site level)

At the site level, customise the emails functions that can be used together with the online signup feature.

•  Configure your email settings in the system.

1. At the site level, navigate to Settings > Communication.
2. Select Edit for the Sender Details section.
3. Enter the Name that will be displayed on the email that is coming from your club. This name will be reflected in the From field of the recipient's email.
4. Enter the Email address that will be displayed on the email that is coming from your club.
5. In the Signature field, enter the signature phrase you wish to display at the end of the email. If a logo image has been uploaded, the signature will appear below it.

• Configure the automation of email notifications.

  For more information on email notifications, refer to article: What auto email notifications do my customers receive?

1. At the site level, navigate to Settings > Communication.
2. Select Edit for the Automation & Notification section.
3. Select a Welcome Email from the dropdown list.
   
   Note:
   - If you do not have one created yet, refer to article: How do I create an email template?
   - If you don't wish to send a customised welcome email to your customer, then select None.
   
   
4. In the Send notification email to customer checkbox, select On membership signup or On booking signup if you wish for the customer to receive a confirmation email upon signing up for a new membership or booking.
   
   Note:
   - If this is selected, the customer will receive an email notification no matter if he or she signs up for a membership or booking via the online signup form or if you sign the customer up via the iconnect360 web application system.
   - If this is not selected, the customer will not receive a confirmation email.
   - For more information, refer to article: How do I customise the email notification that customer receives upon new membership or booking signup?
   
   
5. In the Who should be notified when customer signs up? field, enter the email addresses for which a notification will be sent to each time a customer signs up for a new membership or booking.
   
   Note:
   - If you have entered your email address to be notified, then you will receive the notification.
   - To enter another email address, add a semicolon after the first email address. Then without spacing, enter the second email address. Repeat if you wish to add more. E.g. John.Doe@example.com;Jane.Doe@example.com
   - If no email address was entered, no notification will be sent.
   
   
6. Select Save Changes.

Set up for each membership (at each site level)

The membership online signup form is unique for each membership at each site. If your organisation has two sites, you will need to ensure the membership has its online signup feature activated for each site.

1. At the site level, navigate to Memberships.
2. Select the membership that you wish to make available for online signup.
3. Select Edit for the Site Specific Details section.
4. Ensure Allow Online Signup is set to Yes.
5. Select Copy for the Signup Link.

Set up for each booking (at each site level)

The booking online signup form is unique for each booking at each site. You need to make sure the booking template has its online signup feature activated at your site.

1. At the site level, select Bookings > Booking Templates.
2. Select the booking template name that you wish to make available for online signup.
3. Select Edit for the Online Signup Details section.
4. Ensure Allow Online Signup is set to Yes.
5. Select Copy for the Signup Link.

Learn more on how to create and activate online signup for booking.

Paste (press Ctrl-V on your keyboard) the link anywhere where you want the online signup form to be made accessible from.
For example,

• Code it into the sign up button at your website.
• Or insert the link in your email campaign.
• Or post the link in your Facebook page.

If you just wish to view the online signup form, then paste the copied link into the web browser URL address bar.
- In other words, in the web browser, select the area where you normally type the website address, e.g. www.iconnect360.com. Ensure the address bar is clear of any text. Press Ctrl-V on your keyboard (to paste the copied link) and then Enter.

See also

• How do my customers sign up for a booking or membership online? Or watch our recorded webinar here.
• How do I create and activate online signup for booking?

Last updated on 15 June, 2015