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

1. 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.

2. Copying an Existing Project:

   • Choose to create a project based on an existing one or use a preset template.

   • Refer to our guides:

     • How to Copy a Project

     • Copy Project FAQ

Build Process

During the build process, you will design the backend of your project to suit your organization’s needs:

1. 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.

2. Testing and Review:

   • Thoroughly test your system to ensure it works as intended.

   • Use test users to simulate the registration process.

   • Helpful resources:

     • Create Products

     • Editing Forms

     • How to Create Test Users

3. 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 support@regpacks.com and 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:

1. Final Review:

   • Ensure all settings and configurations meet your needs.

   • Create and review test users to confirm functionality.

2. Verify Payment Processing:

   • Contact the payments team at payments@regpacks.com to confirm your merchant account setup.

   • Without a configured merchant account, payment processing won’t be possible.

3. 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: support@regpacks.com.

  • Support covers system setup, best practices, and functionality questions.

  • All inquiries are answered within 24 hours.

• 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.

Understanding and managing the project lifecycle ensures a smooth registration experience for both you and your users. Let us know if you have any questions or need further assistance!