PSO Resources
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Membership Setup
To add a new membership category go to the membership categories
Type your category name in. Select the season. Make sure to select the active status, if you want to create a category but not make it active yet select created.
Then you will need to select the parent category to associate it with, this comes from the Cheer Canada categories and will have their associated fees and registration questions
This will pre-populate the selected settings from the top-level
You can then set your DOB restrictions. Also, this is where you add your fee to the category in “Our Price”. If you have taxes set up you can add this here by selecting the tick box. If you dont have a tax set up go to “taxs and additional fees” in your home admin panel to set one up.
Leave the bottom settings as is under “registration” and click save
When you save a new category it automatically creates a corresponding “membership types” (registration form) in the membership type section.
This is where you go to edit the registration form
Click edit on a membership type
Then in here you can drag fields from the left side to the “visible side” on the right. The greyed-out questions are the ones required by Cheer Canada and therefore cant be taken off the form.
Make the field required or optional.
You can change the field title, and also add help text for extra information that will explain the field further.
Under “content pages” if you have added a content page into the system (liability waiver etc) it will show here and can be dragged into the form. You can set that up from membership types if you need to update it. Make the setting on the liability question required by setting the drop-down on the question to “always”.
When your done making your edits you can click the “schedule republish” icon. This will push the changes down to all your clubs on the hour every hour, as in if you schedule it at 3.50pm it will implement the changes at 4pm.
After this is done please refer to the question below to “publish packages” on behalf of your clubs to put it on sale on the registration portal.
PSO view - How to put packages on sale in your clubs
Step one) New club is set up by Sportlomo
Step two) Publish the appropriate membership categories to that club/gym/school. e.g if its a scholastic organisation just publish these memberships. This will make it easier for them below as they will have less to choose from. Do this by going to membership categories
Pay close attention to the “price column” this is the fee collected by your level. The parent charge is Cheer Canada. Not every Category will be used by your organization cheer Canada will post all their categories down so you may see extra categories that arent in use. You can hide these by clicking edit on the category that isn't used below and make it “inactive” this will help in publish packages
Click the Publish icon
Scroll to the bottom and you will see either a tick or no tick beside the club. Publish to the new one by ticketing it and save at the bottom.
Then go back to home
Click on “publish packages”
Then I would start with the “multiple membership option” or whatever you think is an appropriate name. Whichever package is posted first will show first on the registration portal so I recommend starting with the multiple membership option.
To make this package, click a few membership types on the right, this step is made easier if you have made the membership categories that aren't in use inactive so you don't get confused in the previous step.
Put a name in/selling from/selling to date e.g how long can you sell it for (this is different to how long its active for )
You can put in 0 dollars here for the price for the clubs, in the future they may add on their club fees they could do this at their level also via begin selling. Then tick the clubs to publish it to.
After that, you can repeat the process above one by one as in one membership type to make an individual package
After about 15 minutes the website API should update and they should become visible automatically if they are on sale correctly here https://cheercanadareg.sportlomo.com/
Payments and refunds
Troubleshooting
I would recommend you use the “public user accounts” feature where you can take a look from the member's perspective. Please note if you were to sign/pay anything on behalf of the member a note of your username performing this will be taken.
Also, disregard the statuses in this section they belong to the member's Sportlomo account (no effect on your registration numbers, use view members for this) Whether they activated their email address will affect this sportlomo status. If they didn't activate their email originally when they log in to sportlomo again they will be prompted to activate their email via another activation email.
Then click on the edit icon and then on the club you want to start in (you can use the drop-down at the top to move from club to club then but only under your own PSO umbrella)
This is helpful to see members' questions from their perspective.
Go to view members
Usually, if the wrong email was used and the member was registered via group reg/bulk upload they haven't logged in and completed the registration so their status wont be active so you can set that filter to all (it defaults to active)
Find the member and click i
Then update account
Change the email address and save
You can ask the member to login here Sportlomo : User
They will be prompted that their email isn't active and to resend the activation email - then they can login via the activation email, update their password and fill in the form if registered via group reg/bulk upload
Go to the link “Member accounts” and open the search filters. Change the account status to either of these three. Extend the rows displayed on the page to 500 plus (bottom right corner). Then select the “select all” tick box and go down to the “send notification” button at the bottom of the page.
This resends the Sportlomo activation email, if they have been imported via a bulk upload when they activate the account and log in they will see their member with the blue “update information” button to complete the registration process.
You can change a membership by finding them in view members and clicking the edit icon on the membership type. Please note if there is a difference in price this is not recommended.
If the category is dearer to pay the balance you could have the member “upgrade” their membership by clicking the blue upgrade button on their member card in their public user account and they will be charged the difference.
Certifications approvals
Each Province will have their own certifications module. Cheer Canada has the same module at the top level and has shared a number of certifications that are consistent across the country with your clubs already for the following:
If you need to get these shared with a new club you will need to ask them to share the certs you need with a new club. The process will be the same as below:
To create a certification you first need to decide on the Certification type (the heading the cert will fall under). If it's not already there you can add another.
The credential type will be the first drop-down the member will see (member point of view below after they select the certifications button).
After you know the credential type is there you move to the next link down certifications (admin point of view below)
Click add
Then you can fill in the certification name, if it expires you can put in a valid period. e.g years, then set the valid period length to 1. Do not fill in the right side i.e link to membership category unless you want to make it mandatory. Leave that side blank and then coaches etc can register and upload certs at a later date when they have them (shown below).
When you are happy with your new certification go to the bottom of the page and click Select all to share it with all your clubs or just choose the individual club if its specific to a one/a few. Please note, the required certifications will need to be shared when a new club is created in the system.
To test the certifications from the member's point of view you can
Go to view members, click i on an active member, copy their email address then go to “public user accounts” on your home screen
Search their email, click edit, and login
Then click certifications, click Upload credential
Go to membership approval settings
Set the season first.
Then choose if you want new members only to be sent for approval e.e they didn't register last year so you haven't confirmed any certs for them.
If you want to check renewing members as well you select both (New + Renewal member)
Then select the category it applies to
Click Save
More resources?
Try following the link below for more resources. The registration processes your clubs/members will be following is either self-registration (recommended), group registration, bulk upload. Cheer Canada Club Admin Support