1. Add Dates to Your Products or Create Sessions
2. Update Your Autobill Plans
Go to settings --> autobill and click Edit beside each plan to update the bill dates, products the plan applies to, triggers, etc.
3. Edit Your Forms
Go to settings --> Forms and click edit form fields to edit the questions on the form, and the field triggers.
Note: The default setting is for user data to port to the new project when returning users log in. Their product selections, e-sign responses, and payments will not transfer over, but their field responses will. Any questions you'd like the user to update in this project (age, grade, etc.) should be deleted and replaced.
Note: Check that all field triggers are working by creating a test user! Sometimes they need to be resaved in the new project.
If you do not want to port user information, copy your project again with User Information Porting turned off. Details here
4. Create a Test User!
Even if your system is a copy, with any changes made you want to make sure the flow works as you intend it to and that payments are processing accurately. The best way to do this is to TEST!
5. Review Your Email Templates
Go to settings --> emails and click edit subject/body to ensure your emails are up to date and make updates.
6. Invite Your Team!
Your colleagues can help manage registration! There are multiple admin licenses with different prices and access levels. License details here
7. Update Your Links
The link and embed code is unique to each project. Make sure your previous project is closed for registration, and you can even add the link to your new project to the closed message!