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Must know
  • Needs the financials.create permission (Treasurers and Curling Administrators have it).
  • The desk prices the registration exactly as the club site does: club, option and prize fees, automatic discounts (early birds included) and tax. The total you confirm is the invoice total.
  • The result is an Unpaid offline invoice for the member; record their payment on it afterwards.
  • Works in both staff views. In the classic view it is CCM’s PROXY SIGNUP TOOL FOR ADMINS.
1

Pick the member

Go to Registrations → Proxy Registration. Under Who are you registering for? search with Search members by name or email…. Rows show date of birth and member number; No login marks curlers without an account.
2

Run the wizard

The same steps your members see run for that curler: leagues (including a league’s individual sessions, where the league is sold by session), options, releases (typed acceptance; drawn-signature waivers are excluded) and custom questions (the custom questions step appears only when your club has some). Use Change member to switch.The league list shows the same reasons the members’ wizard does. A league that is FILLED, at its LIMIT REACHED (the desk does not add anyone to a waitlist, so a full league with a waitlist reads LIMIT REACHED here too), that the curler is ALREADY REGISTERED in, that does not take the chosen kind of entry, or whose gender rule the curler does not meet cannot be picked. An age or skill-level reason is shown, but the league can still be picked, so you can make an exception knowingly.
3

Confirm

The Confirm step shows the priced lines and total, and an Options: line with each option question and the answer given. On confirmation you see Registration complete and Offline invoice created for the member, with View invoice or Register another member.
If the member’s account has an email address, the account holder gets the “We received your order” email, with a link to the invoice in their Members Portal where they can pay it.

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In the classic view

The page reproduces CCM’s proxy screen. Under PROXY SIGNUP TOOL FOR ADMINS, pick the curler from Select the User you wish to complete a signup for: (listed Lastname, Firstname; the first option is - Select a User -, so nobody is preselected), choose Send Email Confirmation to User? (No by default) and click Next Step. The classic signup wizard then runs for that curler, and every page shows PROXY:{Lastname}, {Firstname} | Send Email?:{No/Yes} with a Select a different user button. In its league list, a league the curler cannot take has no link and shows the reason; a league with only an age or skill-level reason keeps its link and adds (staff may register past this). Its Confirmation step lists the same Options: line, worded by the club’s questions. It skips CCM’s payment page and books the same owing invoice as the new view. The confirmation email is only sent when you chose Yes. You can switch views mid-registration: the curler and the answers so far carry across.

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If something is missing

If you see “This club has no public site yet — the wizard needs one to load its step configuration.”, set a web address under Website → General first. “This member has no curler profiles in your club yet…” means the account has no curler in your club; add them from Members → Directory. Related: How do I record an offline payment? · How do I accept payment at the club or by mail? · How do I offer an early-bird price? · How do I switch between the classic and new view?