How do my customers sign up for a booking or membership online?

The iconnect360 booking or membership online signup form is designed to be easy for your customer to complete.

The first screen on the online signup form shows the booking or membership details.

An example of online signup for booking:

An example of online signup for membership:

Prerequisite: Advise the attendee (prospect or customer) to select a preferred membership from the list of available memberships (see example) at the given site. The list of memberships is different for each site. The list depends on the number of memberships that have been configured for online signup.

Your attendee's first step is to choose how they want to sign up. They have 2 options.

1. Sign up using their Facebook log in.
   If your attendee chooses this option, a pop-up window will appear asking them to log into their Facebook account. They may need to agree to allow iconnect360 to retrieve their data from Facebook, such as name, email address and date of birth. Once this is allowed, the attendee's details will be auto-populated into the online signup form.
   If your attendee is already logged in to Facebook, they will skip the first screen above and their details will be auto-populated into the online signup form directly. Your attendee can choose to log out if they do not wish to link to their Facebook account. If they log out, they will be directed to the first screen above to begin the signup process.
   
   
2. Sign up with email address.
   If your attendee chooses this option, they will need to enter all their details into the online signup form.

There is also the option for your attendee to either sign up for themselves (self) or on for someone else (on behalf of another person).

1. Sign up for self.
   All your attendee has to do is to complete the form with their own details and selection.
   
   
2. Sign up for another person.
   If the person who is filling the form is signing up for another person (attendee), the online signup form will capture their relationship details. The person who is filling the form will need to enter his/her own details (Your details section) plus the details of the person (attendee) that he/she is signing up for (Attendee details section).
   
   Note : that if the person who is filling the form is not your existing customer, their details will be recorded in the Prospect module. For example, Carlos Spencer signed up his son, Alex Spencer to a booking. Since Carlos is not an existing customer, his details will be recorded in the Prospect module whereas Alex's record will be in the Customer module.

What are the mandatory fields in the online signup form?

• First Name
• Last Name
• Email
• Phone Number
• Payment information
• Gender is set to Male by default.
  Note: The system will automatically capture and set the title in the customer record based on the gender selected.

Notice the Customer Access Number field?

The Customer Access Number acts as a validation check tool for your existing customers. The purpose is to minimise duplicate customer records. Any number entered here via the online signup form, whether it's a correct or incorrect number, the number will NEVER be saved into the iconnect360 system. This means you cannot assign a Customer Access Number to a new customer when they sign up via the online signup form. You can only assign the Customer Access Number via the iconnect360 web application system.

How does the validation check work?

• It searches the system for a matching:
1. First Name
2. Last Name
3. Email
4. Date of Birth
5. Customer Access Number.
• If any four fields match the system's record, then the new booking that the attendee has just signed up for will be added, and any new personal details will be merged into his/her existing customer record.
• If there is no direct match of any four fields mentioned above, a new customer record will be created. For example, the customer mistyped his First Name or Email.
• There is one exception to the rule above. If a matching Facebook ID is detected for an existing customer record, then the booking that the attendee has just signed up for will automatically be added regardless of whether any of the above fields match.
  
  The Facebook ID appears on the customer's Profile tab in iconnect360

• New customers do not have any Customer Access Number. Therefore if a new person signs up, they will be added as a new customer record in the system.
• Unfortunately, if a new person entered his details twice, two new customer records will be created in the system as there is no validation check if a Customer Access Number has already been assigned to the new customer.
• What happens if First Name, Last Name, Email and Customer Access Number match but the Date of Birth does not?
  The latest information will override the existing information. Likewise if the First Name, Last Name, Date of Birth and Customer Access Number match but the Email does not, then the latest email address entered via the online signup form will replace the existing one in the iconnect360 system.

After the completion of personal details, the attendee should then select the booking or membership start date and payment frequency and finally proceed to enter the payment details.

The attendee can also choose to Self-pay or provide a different payer's details. Note : that the latest payment details will override any existing payment details for existing customers.

The final step is for your attendee to agree to the terms and conditions. And that's all to it.

View a sample of the online signup form for booking.

View a sample of the online signup form for membership.

See also

• How do I create and activate the online signup link for a booking?
• How do I set up and customise the online signup form for my club?

Or watch our recorded webinar here.