The Registration Settings page allows administrators to customize various aspects of the registration process. This article provides tips for navigating the settings and understanding their functionality.
Accessing Registration Settings
To access the registration settings, navigate to Setup and select Registration Settings.
Tips for Navigating Registration Settings
Information Icons
- Hover over the information icons (referred to as "tippies") next to each setting for detailed explanations of their functions and impacts.
- Click on a tippy to keep the information displayed on your screen.
Text Boxes
- Large text boxes allow you to input custom verbiage, such as a registration agreement text. This is useful for collecting signatures as part of the registration process.
- The text can be formatted similarly to a word processor.
Previewing Registration Text
- To preview what the registration agreement text looks like, access the admin dashboard, select a client, and choose New Registration. You can also preview it by entering through a kiosk or client portal.
Kiosk and Storefront Registration
- The settings for Kiosk and Storefront Registration differ from the admin dashboard.
- Kiosk users, such as volunteers or intake staff, may have limited administrative access, while storefront registrations are done by the pantry client or guest - typically remotely (e.g., via mobile devices).
Customizing Registration Content
- There are multiple settings that allow you to hide or show specific information during registration.
- Registration content is divided into sections, allowing you to provide additional information or directions in relevant areas, such as:
- Primary section
- Contact information
- Additional household members
- Document upload section
- Proxy Information
- Income widget
Registration Tickets
- The Registration Ticket section allows you to configure what information can be printed for clients upon registration.
- You can customize the content that appears on these tickets.
Saving Changes
- After making any changes, remember to click Save Settings.
- Avoid using the Reset to Default option unless you are certain you want to restore the original settings from the initial implementation.
Support
If you have any questions about these settings, please submit a support request under the Support tab.