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Author Topic: Process Sports Memberships.  (Read 2465 times)

Cedeira

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Process Sports Memberships.
April 11, 2008, 06:31:36 pm
Hi all, I am sorry if this has been asked but I have spent a while looking through the posts and could not find a hint to my questions. I just need some general pointers on how to proceed, I will lookup documentation in the meantime to see if I find some of these answers.

I am using CiviCRM 2.0 and Joomla 1.5, working just fine, on 1and1 servers no-less!

Anyways, this is a project for a Soccer Club, but I imagine these requirements could be for any type of sports club out there, baseball, football or basketball, etc.

I thought I was going the right way by setting up CiviCRM and using it to handle online registrations.
So, this is what I thought I could do with CiviCRM, broke it down into a logical format.

Assumptions:
1. Payment is charged for each player registering for Tryouts.
2. Multiple Children can be signed up for Tryouts per Household (one (household) to many (children)).
3. Emergency (doctor) and alternate contacts. (one (household) to many (contacts).
3. Only those players who make the tryouts will go on to membership steps.
4. Memberships should only process the new payment amount to register for participating in the Fall season, since the contact information is gathered in the Tryout steps.
5. Participation in the club is a commitment by the player for two seasons, in this case the season is Fall and Spring soccer, generally 3 months or so for each season. BUT, there are two membership payments, one in Fall (new membership), after Tryouts, and one in Spring (renew membership).

Tryout process:

1. Setup a CiviEvent to handle Tryouts, an amount is also processed for the tryouts. (done)
     1.a Collect Household information for the Tryout (Parents contact information). (NOT done)
     1.b Collect Individual Player information (one or more children could be signed up). (NOT done)
     1.c Payments are cumulative per child, not to inherit membership from household. (NOT done)
2. Setup a notification for those who passed the Tryouts to get email notification to register ? (NOT done)

I have tested the above as far as processing the payment and setting up an CiviEvent. I need help with the 1.a, 1.b, 1.c. Do I use profiles for those? How can I process the 1->Many relationships?

Membership process.
1. Since #1 in Tryout process is done, this should match the email address and maybe phone number and let the parent sign up for the membership.
2. If for any reason #s 1.a, 1.b and 1.c can not be done in the CiviEvent process, can they be done through the CiviContribute workflow?

Renewal of membership should be a breeze if the others can be accomplished!

So, besides my testing of the CiviCRM to process the Tryouts payments I was also successful in processing a membership contribution for a 3 month membership, but as I mention without any 1->Many customized data in any of the forms. So, should I be using Profiles? in your demo site you have a form that presents some type of contact information at the bottom of the screen, past the payment stuff. How do I get that on to my contribution forms? But, I have a feeling that the #s 1.a, 1.b and 1.c from the Tryouts process is the hardest to accomplish, yes?

thank you in advance for your response.
Jose






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lcdweb

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Re: Process Sports Memberships.
April 12, 2008, 07:02:18 pm
I'm not as familiar with the way household contact types function, as I only use individuals and organizations. But I think the Org>Indiv and Household>Indiv are structured pretty much the same, so hopefully this will help.

Two issues I see:

1) You've got some business logic (do this after this) that out of the box, CiviCRM is not going to be able to handle. You would probably need to either do some coding yourself, to create those automated flows, or use the system to do periodic manual checks on who is ready to be reminded about the next phase.

2) Your assumption 2 is incorrect, and thus impacts your process 1.a-c. Currently, CiviEvent functionality only allows a one-to-one relationship --- one contact registering for one event. You can't create an event registration page/system in which one person registers multiple people. However, that functionality has been discussed at length by the community, and is on the roadmap for the next version.

Regarding profiles --
Profiles are simply a collection of fields used for a certain (or multiple) purposes. You first create a profile group, and then add fields to it. You may add fields from within the predefined set of fields, or you may create custom fields and add them to a profile. The only limitation is that the fields must all apply to the same contact type. For example, you can't collect a household's city at the same time you're collecting an individual's phone.  One profile > one contact type.

Once you've defined your collection of fields, you can do lots of stuff with it -- like creating a search form, collecting data via a form, displaying information in a detail page, or -- adding the profile set to an event registration in order to collect additional information at the time of registration. By default, the only required data in an event registration is the contact email. So it makes sense to collect additional information about the user at that time.

Hope this helps.
-Brian

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Cedeira

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Re: Process Sports Memberships.
April 13, 2008, 06:33:09 pm
thank you Brian. It helps in clarifying the capabilities of the current version.

You mention that there has been some discussions on the some of the features I am speaking about and that they are slated for a new version, can you point me out to the discussions?

Fyi, I have gone through the documentation and admin notes, forum, etc in regards to the use of profiles and custom data.

Since my first assumptions about the one to many and many to one relationships do not exist in the current version, I guess I have to come up with a new flow. How does this sound to you in order to address my assumption #2:

For now my priority is to handle the registrations, meaning parents paying for children. Can I set up some custom data fields to include the names of children in text fields with a couple of meta-data items that belong to the "children" being registered and include these in the registration form? Since the parents, or guardians, are the ones that pay for the membership, I don't have to create a record for the children when registering. Can I do that with the current version?

Later on, I can write an script or mod to sync the custom fields into Individual records since I will have some meta-data for those individuals such as name, age, dob, etc.

Do you think that is feasible?

thanks,
Jose


God grant me the serenity to accept the things I can not change, valor to change the ones I can, and the knowledge to recognize the difference!

Donald Lobo

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Re: Process Sports Memberships.
April 13, 2008, 08:02:31 pm

The wiki page where 2.1 feature are discussed is here:

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.1

Some features for phase 2/3 were discussed here: http://wiki.civicrm.org/confluence/display/CRM/CiviEvent+-+Phase+2

Yes, you can set up custom data fields for the children's name(s). You'll need to have enough fields there to accomodate parents enrolling a large number of kids (or you can cap it at a reasonable number like 4 and ask folks to do it multiple times if more). Depending on how much information you are collecting per child, this may be a reasonable option.

You might want to use price sets to make the price a function of the number of kids they enroll

lobo

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PaulW

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Re: Process Sports Memberships.
May 19, 2008, 12:01:42 pm
I found this topic and, although it is a bit old, seems to fit my situation; however, I am still struggling:

I've created five custom data groups (inline / collapsed):
  • Participant #1
  • Participant #2
  • Participant #3
  • Participant #4
  • Participant #5

Each of these custom data groups has four participant fields:
  • Last Name
  • First Name
  • Birth Date
  • Gender

I've created an "Event Participants" profile to include in the "Online Registration" section of my event.

How do I include the custom data GROUPS in the profile so that they can be un-collapsed and accept data?

Donald Lobo

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Re: Process Sports Memberships.
May 19, 2008, 01:56:09 pm

you dont include custom groups in a profile, you include custom fields. So u will need to include the 5 x 4 = 20 custom fields in the "Event Participants" profile

lobo
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PaulW

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Re: Process Sports Memberships.
May 19, 2008, 03:44:07 pm
Ugh!  That's what I was afraid of. :(

So that means I would have a list of 20 custom fields on my "Event Participants" profile.  Can these 20 fields be collapsed into five groups?

Donald Lobo

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Re: Process Sports Memberships.
May 19, 2008, 06:03:45 pm

You'll need to customize the template and adjust the layout etc to collapse it into 5 groups. this is not done by default. You can read more about customizing templates here: http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in+and+Profile+Screens

lobo
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martar

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Re: Process Sports Memberships.
March 16, 2009, 07:47:34 am
I am using CiviCRM 2.2.  Is there a tutorial for setting up similar fields for multi-registrants?  We have 4 sports to register, we need to collect 4 sets of data for each player.  The video tutorial on custom fields and groups is not very helpful.  Please advise.

Dave Greenberg

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Re: Process Sports Memberships.
March 16, 2009, 03:28:19 pm
I would recommend starting a new post - and helping folks understand what you're trying to do by sketching out the form fields you need completed for each participant.
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Process Sports Memberships.

This forum was archived on 2017-11-26.