Getting Started with Regpack

welcome to regpack! now that you are an admin of your organization's regpack account, it's important you understand the basics of how regpack works we've compiled the top 7 things to know as you learn the regpack platform and manage your system video overview regpack project lifecycle from your first project, to your 100th project, regpack follows a basic life cycle to get new projects live and accepting registrations and payments regpack project life cycle understanding the project lifecycle in regpack regpack projects are designed to streamline your onboarding processes, from lead generation to customer onboarding and billing, structuring your projects will keep them organized for your organization’s infrastructure needs here’s an overview of the project lifecycle and how to manage each step effectively life cycle overview a “project” in regpack represents a unique registration system for a specific event, program, or purpose each project aligns with one registration cycle, defined by the user signing up for a specific activity or service example a retreat registration and a weekly class signup should be separate projects to avoid confusion and ensure better organization for both admins and users keeping cycles separate simplifies processes and ensures clarity across your system project creation starting a new project navigate to the bottom of the page and click on your project name select create new project to start a new registration system copying an existing project choose to create a project based on an existing one or use a preset template build process during the build process, you will design the backend of your project to suit your organization’s needs design the system choose the questions you want to ask users define the products and services users can select work primarily in the forms and product pages testing and review thoroughly test your system to ensure it works as intended use test users to simulate the registration process getting help if you are working with a regpack project consultant they will assist you through the build process by offering alternative strategies to hit your targeted goals reaching out to mailto\ support\@regpacks com and mailto\ payments\@regpacks com for any structural, payments, or any general questions relying on the regpack templates we pre build templates so our clients are never building any projects from scratch most times you'll only need to insert your billing infrastructure by using products project consultations initial onboarding a dedicated consultant will assist with your first project by helping you navigate regpack and update your onboarding structure and processes to work smoothly within our platform subsequent projects build projects yourself with support from our support team, payments team, and pre built templates optionally request another consultation consultation fees are included in some of our premium subscriptions if you're unsure reach out to our support team requesting consultation when creating or copying a project, we will present an option for you to request a consultation, toggle “yes” for assistance for premium subscriptions this toggle defaults to "yes" since the cost is included in the subscription a project consultant will be assigned to help you design and launch your system go live when your project is ready, it’s time to launch and start accepting registrations final review ensure all settings and configurations meet your needs create and review test users to confirm functionality verify payment processing contact the payments team at mailto\ payments\@regpacks com to confirm your merchant account setup without a configured merchant account, payment processing won’t be possible steps to go live mark your test users as inactive embed the project into your website change the system status to “open for registration and login ” regpack support once your project is live, the regpack support team becomes your primary resource for assistance contact support email mailto\ support\@regpacks com support covers system setup, best practices, and functionality questions urgent issues for critical issues impacting registrations (e g , payment failures, system outages), tag your email as “time sensitive” or “urgent” in the subject line to expedite support use the filter feature to find users in the system how to change user information if you'd like to add information to a user's profile, click on the user in user management a side bar will appear and you can click on the forms tab, select the form, and answer or override responses on the forms check form status how to change triggers triggers are one of the most powerful features in regpack you can trigger almost anything in the system to automate your existing processes and create a customized registration flow don't panic if a user comes to you with an issue often times "issues" brought to your attention by a customer are really just user error and not a system error the regpack support team is happy to look into the issue and help you determine the best way to move forward one mistake to avoid deleting information from your system if you're new to regpack, please reach out to support before deleting something your project consultant built this will ensure you'll accomplish what you have in mind, without impacting functionality if you have any questions, connect with regpack support mailto\ support\@regpacks com