Customize and Optimize: New Registration Enhancements with CampDoc & SchoolDoc

00:11: Well, good afternoon everybody. And thank you for joining us 00:15: here on this. This Thursday here in southeast Michigan. 00:19: It's an icy Thursday. 00:21: We've had, we've had snow and ice and all that stuff. 00:25: Lets know, much more ice. 00:27: We've got schools canceled. So, yeah, wherever you are. 00:31: I hope you're safe and warmish and, and all those good things. 00:35: My name is Phil and I'm with the doc Network training team 00:39: and we have an exciting webinar for you, a little different than some of our standard webinars 00:43: today as we're going to be talking about some of our new features that 00:48: we want to share with you and make sure you've seen. 00:50: We're gonna talk about those in just a few moments here. 00:54: I'm going to kind of set up the the webinar for 00:58: you moving ahead I think there's going to be a 01:03: Schmancy pole that's going to pop up in the bottom. And we're going to be talking about our 01:07: new registration enhancements for the camp, Dock and 01:11: school doc platform today. Some of these have just been released 01:15: and yeah we want to know where you stand with them, which of these 01:19: questions or which of these answers best best answers 01:24: this for you. The question of which best describes your experience with 01:28: a new registration enhancement. So we're going to be talking about that that early registration 01:32: as well as convenience fees. 01:35: So, and I've got a few friends to, to help me 01:39: out here with that. And let me introduce my 01:43: friends to you first. 01:45: While we keep that poll up my my friend Jesse, our clients, success 01:49: lead senior, Jesse, I've changed the title of your job. 01:54: Like nine times. You want to introduce yourself and you can say, your proper title. 01:57: Yeah, hello everyone. And I think I said my own title 02:03: Directly yesterday and my supervisor had to correct me so titles, don't matter 02:07: too much. I'm I'm Jesse. Hello. 02:09: I'm a senior client success lead here at Doc 02:14: Network. And sometimes for words are hard, I 02:18: before coming here prior to covid, I was working 02:22: as a camp director in the YMCA. 02:24: So a lot of non-for-profit experience bouncing around in the Mid-Atlantic, 02:29: New England and then Midwest area. 02:31: Everything led me here. I'm really excited to chat with you today. 02:36: Nice and Jesse's, right? Four, four words in a title is, is a 02:40: lot. So we're gonna condense it down to one Jesse's title is now just awesome 02:45: Jesse's awesome. So and speaking of Awesome I 02:50: got nothing because that doesn't really transition. 02:52: So, well, to my friend. Mike Michael's. 02:55: Awesome, as well. Michael Mann, Michael overseas our 02:59: product, and the tools were developing in the, in the company here. 03:03: And stuff that's that secretive and will show up someday in your Camp 03:07: Doc and school doc World. Michael, you want to introduce yourself and all your secrets. 03:11: Yeah. Hello. Thank you. I am Michael and I am our product manager. 03:15: I don't know that we have a lot of secretive stuff, but I want to think that 03:19: though, yes, okay, yeah, definitely. A lot of stuff. 03:22: We're excited to show you, especially in our registration space and so happy 03:26: to be here and talk all about registration. Absolutely. 03:30: Yeah. And and this is these are great to, to friends 03:34: to join us and as much as I tease, yeah, Michael's got his finger 03:38: on the pulse of requests that are coming or just ways to improve our 03:42: platform and he uses we tease 03:46: each other a lot. So as much as I hate to admit it, he's the brains behind the operation working 03:51: with a great team to help bring some of these features to Life. 03:54: So, speaking of these features gentleman takes looking 03:59: at this poll, looks like we've got about half this room currently. 04:03: Considering using these features, so that's awesome. 04:05: Hopefully, today, we can kind of paint a picture for you. 04:08: A number of you already, 17% have already enabled, at 04:12: least one of these features. So love to see that and we see 04:16: some of you using another registration platform. 04:19: But man, love to have it all Under One Roof. 04:21: So I want to see if this might help help that be an option for you. 04:25: And then we've got about a quarter of you who are saying like, hey wait, what are these Updates? This 04:29: is my first time here in about that, so glad to glad 04:33: to have you all here. 04:36: And yes, Gabby thanks for throwing that in the chat. 04:39: So, Michael Jesse and I, you might see our faces on the 04:43: screen. The two smartest people on today's webinar are behind 04:47: the scenes and that's my counterpart. 04:50: Gabby part of the training team of you know should be thrown a lot of stuff in the chat for us 04:54: and Maggie. Our vice president of client 04:58: success client experience. Again, titles are tough for us around here. 05:02: So 05:03: Is pretty close to that. So they'll be answering questions for you in 05:07: today's webinar. In fact, down at the bottom, you see a handy dandy 05:11: q and a box. If you have questions along the way, we encourage you to put your questions 05:15: in. That question and answer box that Gabby and mag. 05:19: You'll be keeping an eye on those. If there are questions that maybe would be beneficial for 05:23: us to shout out to everyone, we'll address some of those publicly here but 05:27: they'll be answering those and they'll be monitoring the chat there as well. 05:31: So, Great. Um hey we 05:35: always like to start all of our webinars by like why does this matter like just a 05:39: reminder you know I I know very few of you signed up for your job because you love all things 05:43: software and you just want to do you know Projects 05:48: and and play with tools behind the scenes. 05:51: But hey we want to make your job more efficient so that you can do what you love to do, whether 05:56: that's serving students at schools or at camp and setting up for great 06:00: memorable. Life-changing experience. 06:03: Some of your medical camps, some of you are parks 06:07: and recs, we want to set you up to just be as efficient as possible and make 06:11: your jobs easier, make the experiences safe for your participants. 06:15: And again if if you can have it all Under One Roof, your your registration 06:19: and your form collection and that's just makes your job smoother 06:23: and easier and just helps you have more time to do the things that you're you're 06:28: passionate about. So we want to help make those tools that much 06:32: more accessible for you all. Let's see. 06:35: Last thing I want to show you here you see Gabby just threw up 06:39: some of our definitions. We we tend to say certain 06:43: things, we've got certain verbiage that we might throw out there and sometimes people look 06:47: kind of you know, Blank Stare going to wait what are you what are you saying? So 06:51: Camp Dock and school doc first off our parent company 06:55: is Doc Network and then Camp Dock and school doc obviously you 06:59: know we have two, two primary segments there 07:03: So, if you, if you're a school doc organization and you hear in 07:07: a say Camp Doc, it's it's interchangeable there. 07:09: Additionally, providers providers are all of you. 07:13: Those are the folks on the back end of the system. 07:16: You have access to the forms and you can you can log in to Camp, 07:20: doc School doc. Camper participant, you might call them students. 07:24: You might call them campers, you might call whatever your verb ages. 07:28: These are the individuals attending your sessions and those who are completing 07:33: Health profiles student profiles, that sort of thing. 07:36: And finally the app we say app a lot and we just mean the platform. 07:40: There's we're not talking about your phone app. 07:42: We're talking about the camps School. Doc platform for you there. 07:46: So all right. And a couple of other things, we are recording this. 07:50: We'll send out a follow-up email, probably today within 07:54: the next 24 hours, for sure and the recording for this webinar will be there. 07:58: And as we mentioned, you can use the Q&A box for all your 08:03: And chat. If you are using the sum of these features 08:07: that we talked about, feel free to throw it in the chat. Let others know about your experience, let us know about 08:11: your experience. So, all right. We've got the agenda 08:15: that we're going to work through in just a moment. We're going to share the learning objectives, our 08:20: goals to get through today and then we're going to be talking about early registration. 08:24: We'll move from that to convenience fees of a time for open Q&A, 08:28: and then we'll have some takeaways and resources for you and 08:32: today's learning goals the objectives. 08:35: By the end of today's today's session, you're 08:39: going to understand the new convenience fee and early registration code features 08:43: and their benefits to you determine how convenience fees 08:47: can be implemented based on your organization's needs. 08:50: You'll be able to identify the best practices and use cases for 08:54: the early registration codes and will be able 08:58: to address common questions and concerns when it comes to convenience fees. 09:03: And impact on your participants. Who. 09:06: Michael. 09:07: Jesse, I'm kind of winded already. That's a lot of talking from me and I know you guys 09:11: are certainly tired of me already. So, Yeah, let's 09:15: Dive Right In and we're gonna start off with early registration 09:20: and and Michael, I'm gonna lob it over to you to start 09:24: us off, love to hear from you as hey, your 09:29: teams were developing this and we're this need come and and just, you know, I'll 09:33: let you take it from here, buddy. Alright, thank you and yeah 09:37: so I know Phil mentioned earlier registration which were definitely gonna talk about but I thought I'd start by 09:41: just mentioning you know as a whole that how important registration 09:45: is to us as a core piece of our functionality 09:50: for our platform reason being is we recognize that this is the first often 09:55: entry point that a lot of your families will even interact 09:59: with our application and so it's important to us that as we think 10:03: about registration as we think about the 10:07: Important to us with registration that the feedback that we 10:11: use to make these changes and enhancements. 10:13: They actually come directly from you as our users and 10:18: for us that's what it indicates, what we should 10:22: do next. And with that, that's what led us to these enhancements 10:26: that we're talking about today is from the feedback that we've heard from our users. 10:31: And with that early registration. 10:34: Was a clear Next Step as a registration enhancement for 10:39: our platform, we recognize a lot of our organizations have tiered 10:43: pricing membership programs and allowing folks to enter into 10:47: that registration flow. Early is important. 10:51: And so, that's why we've spent some time and our superpowers 10:55: and our engineering team or what I like to call our Wizards to build 10:59: a feature that will show you today. That we think really serves that need to 11:03: allow your users to register early. 11:07: Based on a code that's provided to them from you to get to that 11:11: registration experience as fast as possible. 11:17: Awesome, and that's great. And like like you said, Michael, we definitely, you 11:21: know, Different organizations have different needs and desires for that 11:25: early registration for some of them. You know it is like you said whether 11:29: it's tiered pricing or you know, maybe it's different alumni. 11:32: Participants who they want to have access 11:36: that sort of thing. Yeah, I think we've got some slides 11:40: here. We'll we'll throw up and as we walk through some 11:45: of those, you know, Michael and Jesse let you guys kind of take, take your 11:49: turns accordingly. I think you covered a lot of that their Michael, but anything 11:53: that we may have missed Yeah I think really when it comes down 11:57: to it, first thing I want to call out is that this is the first iteration, or 12:01: first pass developing, this brand new feature. 12:05: And so you know, I think 12:07: We're on iPhone 16 now, which is great news because 12:11: we're going to be new advancements in this. 12:13: And so, we really think that the main benefit of this is 12:17: that it's really easy to use. It's very functional for you 12:21: and your organization. You don't need to. Even though Jesse is a fantastic human, you don't need 12:25: to rely on Jesse to control or manage your early registration 12:30: code. And so if you want to change your code every day or 12:34: every month or maybe five times a day, that's up to you. 12:38: And so we want to give you the control into your own hands and not have to worry 12:42: too much about going back and forth with anyone to get 12:46: this set up, though. Of course, we love our support and client success team. 12:50: They're not always essential for something like this and so that was the goal to make it easy 12:54: that anyone can use. So Jesse anything from your 12:58: side that you want to talk about. Yeah. 13:01: Thanks for passing it over clearly, Michael Speaks 13:05: from kind of a higher. 13:07: View of the needs of many people people coming 13:11: in to start using a camp management software, for the very 13:15: first time, people who have been with us for years and years and years. 13:18: And the people who have yet to make that decision and 13:22: started. Prepare for the the people who are going to need something like that. 13:27: Whereas I speak from the position of serving, 13:31: mainly you all, I am part of a 13:35: dedicated client success. Team, my role is to oversee 13:40: two of those teams. So some of those names that you all know, in your dedicated 13:44: teams. Those are some of my folks. 13:47: And we get to hear from all of you about 13:52: every, every, everything and what you need out of the system. 13:56: And one of the big things that you all have reached 14:00: out about is something that can can allow for an 14:04: early registration. So something where 14:07: Uh, maybe members of your Association, can 14:11: can enroll early or maybe you want staff to 14:15: be able to come in and, and, and enroll early and 14:19: have a door to the registration before everybody else does. 14:23: There's also people who have an application 14:27: process for their, for their registration to 14:32: where folks will apply and fill out an application. 14:35: And then they when they are accepted, they have to go in and fill 14:39: out more. This is a great use of the early registration 14:43: feature because now you can share a code 14:47: that that allows you in in that door and we can add that 14:52: extra door pretty simply the very first time that 14:56: you have that your interested in this feature. 14:58: And you say, hey I would like to try out early registration, it's 15:03: as easy as reaching out to us. Quickly your dedicated client 15:07: Team and saying, Go, we want to do it and 15:12: we check a box and in our system and that box allows you 15:16: access to the feature and I know I'm talking about a little bit. 15:20: We're going to show you here in a minute exactly what that looks like. 15:24: But once once we get to that, you're 15:28: going to see how how easy this is to set up and how it can solve 15:32: for a lot of the issues that we've heard from you all over 15:36: the years. Awesome. 15:39: Yeah. And and as Jesse said we're gonna show you in just 15:44: a moment here and there's a few steps to do doing it. 15:47: But these are things that you can do right on your end here. 15:49: As far as activating the early registration code. 15:53: We're going to show you where you go to groups in the registration set up and and 15:57: do all that. So again will will 16:01: dive in deeper here and even these screenshots, we're going to 16:05: send these along to you. 16:07: As well. We're our goal in today's webinars to provide 16:11: you resources start setting the stage for you and getting your mind around 16:15: the idea of what, you know, how does this look it on 16:19: my end? What is it look like to set it up? How could I use it for our our participants 16:24: and our organization? And that's a great way to for us to transition into 16:28: the next step. What we're gonna do here and yeah, 16:32: we'll get to a couple of these important notes and best practices 16:37: here in just a minute. But maybe we can throw that QR 16:41: code up because we want to hear from you all as far 16:45: as what are some needs that you all, would you 16:49: use the early registration feature for? And so we'd love to hear 16:53: from from some of you because when we're creating these things and 16:57: Michael, maybe you can speak to this better. But when we're creating this, maybe we've heard from a few 17:01: organizations, or we have some certain things in mind. 17:04: But sometimes, you know, the use cases that we 17:07: Picture for early registration, maybe different than 17:11: the way that then that that's that this gets used. 17:15: That was a struggle for me there. But Michael do you want to talk about how that 17:19: looks? You've already talked about how oftentimes these products evolve over time. 17:23: But do you want to speak to that? Yeah, and well, we're doing that 17:27: and waiting for the responses to come in. 17:29: I want to just call out a few, I think important to notes that just highlight 17:34: in case they were missed or which is the only one code could be active 17:38: at a time for your organization as a whole. 17:41: And so that means you all would be responsible for managing that code. 17:46: And you know what that means for us is there's opportunity there to obviously 17:50: use it as it's intended but collecting capture feedback from our 17:54: users to ensure that as we move forward to think about what 17:58: it could be, your feedback is in mine. 18:01: And so I feel I think I hope that's the spirit of what you're asking which is we need 18:05: to hear from you. How you 18:07: Like to use it, how this meets your needs, or maybe, how it's falling short of those 18:11: needs, and how we could improve that going forward. 18:13: Yeah. No, that's great. And, and that was right along the lines. 18:17: What I was asking Michael and additionally, you said it, you know, you said iterations 18:21: and that sort of thing. And as we see some of the different responses coming in 18:25: here from returning campers VIP access, we're seeing several when 18:29: those get bigger that means that several of you said the same thing. 18:32: So you know, public registration, General 18:36: open, that sort of thing. Returning, families and staff is a 18:40: good one. First specific churches, you know, if that's 18:44: the clientele you're you're serving. 18:47: Staff only is a great one. Maybe we want to give staff access certainly 18:53: that sort of thing. So I think these are great. 18:56: Michael you did say there too and I think let's just use this as an example. 19:00: I'm not calling out specifically in the future. 19:04: Will it have this? But you said right now we have you know, 19:07: It's set up so that there's one one code that impacts 19:11: the entirety of the organization in the platform. 19:14: Do you want to use that as an example? As far as the feedback 19:18: that you look for for from from clients and that sort of thing? Yeah. 19:23: And you know, first thing that I think it's important to know, especially with something like registration. 19:27: This isn't a low touch or low recurrence type 19:31: of activity. Usually, this happens every year often 19:36: on a set schedule, which means we expect a lot of our users 19:40: to interact with these features. It would be, I think 19:44: the word is irresponsible at least of me to not consider 19:48: feedback over all of that massive amounts of usage. 19:52: And so it's really about listening to feedback and understanding how this 19:57: can be used. This is been out now for a little while and some of the feedback that 20:01: were already hearing and signaling for future iteration, is that 20:06: it would be really cool if 20:07: It could go for at a session level versus just your entire organization. 20:11: We think that's a great idea. 20:13: We've absolutely already added that to our roadmap backlog 20:17: of potential future projects and so that's just one example but 20:22: I'm hoping that after today's webinar and additional usage, the 20:26: feedback that you can submit directly through the app and website, we'll start trickling 20:31: in with additional great ideas. 20:34: Yep, that's great. And and Michael I think it was Michael who mentioned this in? 20:38: Maybe, Jesse, a few things to point out is, are these important 20:42: notes? We've talked about it several times, one, active code, at any given time, you can change 20:46: that code, if you want to change it, you know, after two weeks for another group or something like that, but 20:51: the same code does currently apply to all active sessions. 20:53: And then best practice is Jesse kind of talked about. 20:57: It's the organizations responsibility to turn off that early registration code when it's 21:01: no longer needed again. We're going to show you all that in just a few moments here. 21:04: But first, before we 21:07: Before we hop into the app and show you some of these things we're 21:11: going to talk about. 21:13: Convenience fees. So let's let's switch it up here. 21:16: A little bit. I know, I might be jumping ahead of a slider to Gabby. 21:22: And there we go. Nicely done, nicely done. 21:24: So convenience fees. 21:26: This is something I've been at the company for six and a half years. 21:31: This has been something that people have asked about and 21:35: my entire time here. And so Michael, 21:40: we're going to toss it back to you. Before we go into, Jesse kind of showing us how to set 21:44: it up and talk about that. But Michael, 21:48: do you want to talk about how this conversation came to be what went into it. 21:52: Some of the higher level stuff before. Jesse takes us through some of the nuts and bolts of it. 21:57: Yeah, absolutely. And, you know, Phil you mentioned it and it was very similar experience 22:01: for me. One of the first projects I heard about when I started at this amazing 22:05: company was, it would be really great if we could work out convenience fees 22:09: for our organizations and oftentimes 22:13: Actually in my role, the balance is the great idea versus how hard 22:17: it is to implement this idea. And with convenience fees, there's 22:21: some things that I think it would be important to note just in general which is a 22:25: lot of time energy and thought went into how 22:29: we do something that has unique state and 22:34: local laws that we need to navigate through. 22:37: And so that was a big consideration before we even went into this project which 22:41: is can we do this and make it accessible for 22:45: our organizations? All be it with some extra steps that they may want to take 22:50: and how do we do that? And so that was the first and biggest thing 22:54: that we went to accomplish and it's important to note that, you know, while convenient 22:58: fees need to adhere to rules that are set by state and federal 23:02: laws and your car Association rules and regulations, they do 23:06: vary by state. And so, we recommend that you review your state 23:10: laws before enabling 23:13: It's these that's to say though that we have validated that, we can set you 23:17: up for that to begin working with these fees. 23:20: The other thing is, is that we we wanted to give more control 23:24: to our organizations. This is a, this is not on for everybody automatically. 23:28: You get to decide if you want it on. 23:31: And in fact, what Jesse's going to talk about next? I don't want to steal his Thunder 23:35: but you get to work on the right number and so that's 23:39: really important. We wanted to make sure that that was available. 23:42: And then last and certainly not least we, this has to be a transparent 23:46: process. My biggest encouragement to all of you, is be 23:51: honest and transparent with your users, as we are trying to be with you and noting that there 23:55: are some things that we've had to validate to make sure that it works. 23:58: But making sure we're showing our users. 24:01: How much the convenience feet is before the payment has been 24:05: really important. And so, those are just some of the things that we thought about before 24:09: even considering the technical consideration. 24:13: We worked with our payment processor. We've talked to experts in the 24:17: industry. And we've also talked to some lawyers just to make sure that we do this 24:21: right for all of you because it's important. So Nice. 24:27: Yeah, and sorry. 24:30: Phil, if you're gonna pass that over to to me, I just kind of took it naturally. 24:34: I hope that's all right, stealing your thunderous. The hostess with the mostest I 24:39: want. I want to just see how you land that sentence keep going. 24:41: I don't know. Um, we're gonna backtrack Yeah, as Gabby, 24:45: put in the chat there, I understand everyone's 24:50: probably chomping at the bit to see what this looks like. 24:52: But if you all are Camp, folks, like I 24:56: do, maybe you have a nature room at your facility 25:01: where you have animals and you know, you know darn well if 25:05: you if you pull out the turtle you lose everyone 25:10: immediately as soon as the Turtles out there. So if you have anything important, 25:13: Say you say it then and then you pull the turtle out. 25:16: So you know, we'll pull the turtle out here in a minute to be clear that the turtle is, 25:20: the feature. The feature is the turtles. 25:22: Yeah. Got it. Okay. Just I should I use the different animals. 25:25: They're better animal know. I think that's a good. 25:27: Everyone loves it. What kind of turtle we? All right. 25:30: Let's keep going. Yeah, important things to note 25:34: here with the convenient fees similar to the the 25:39: early registration is these, this is as simple as reaching 25:43: out to us and letting us know that you're interested. 25:46: There's there's some reasoning as to why you can't flip that switch just 25:51: on your side because there are some important things to know before you get into it. 25:55: And we don't want you to jump into the pool before you you 25:59: test it with with your toes, too many analogies. 26:02: Yeah too many are turtles in this. 26:05: There's turtles in the in the lake. 26:07: Okay. Wait you're gonna reach out to us and you 26:12: will have 26:13: Because we also understand after talking with, You 26:18: all many of you all over years and years and years and years, that there 26:22: is not a one-size-fits-all option that works 26:26: for everyone. And that's kind of what we used to have is like, here's what what 26:30: it is and and this is how it works and if it 26:34: doesn't work for you like you know, we can explore something later and later 26:39: is now we now have options, which is really, really great. 26:44: With those options, we can set this up 26:48: and in a number of ways, the reason that you see the 26:53: title here convenience fee, I think is important to to bring up as 26:57: well. Michael touched on this a little bit with his 27:01: legality concerns. 27:04: One of the first things that we do, when we look at any of these feature 27:08: releases is we put them through our client success team. 27:13: First and we say, hey how does it sound to you and convenience 27:17: fees was the term that was brought up and we all said we don't like that, 27:21: it should be something different and then it 27:25: went back through the channels and and looking at what the laws are and 27:29: the quick thing was actually you have to call it that 27:33: because they are not processing fees. They are convenience fees by definition so 27:37: we can't call them processing fees. They're only processing fees if they're charged 27:41: to the the merchant and not 27:45: to the participant. So convenience fees is where it's at. 27:49: If you all have feedback on that, I will understand. 27:52: I wish I could change it but I can't. And it's grown on me. 27:54: I don't, I don't dislike it anymore. I think it's good to make the distinction 27:59: between the two. As far as options what the screen that we're looking at 28:03: right here, you may find that. 28:05: It makes the most sense for you to pass on 28:10: the entirety of the processing fee as best 28:13: You can to the participant. It's a great way to offset 28:17: the cost of using the registration feature. 28:19: As many of you know, are registration feature costs. 28:23: Zero dollars to enable but there are processing fees that follow every transaction. 28:27: So you have the ability to transfer 28:31: that onto the participant. Pretty much directly Now, 28:35: with that, there is some room to be a little bit more flexible. 28:39: You can share some of that cost. You can balance that cost and one way 28:43: or the other, all of this can be set up very individually 28:47: and we will work with you. We have a tool that helps us calculate 28:51: exactly what that's going to be for each tuition line item. 28:54: And we set a single rate for your 28:58: convenience fees. We can even go as far as to make it a 29:02: credit card, only feature to where they can't use that ACH information. 29:07: The other thing to note here, the other option here is that it's still possible 29:12: to 29:13: Have a flat fee associated with a registration to 29:17: cover things a little bit more. 29:19: Broadly, it's a similar process that you all 29:23: might have followed it and the past of having something set up as a one-time annual 29:27: fee, as they go to register, that helps offset some of the costs, 29:31: too. All of these things are conversations, you don't have to make any decision 29:35: right now, before you reach out to us, we can talk over these options benefits 29:40: and downfalls and everything in between to find the perfect mix for you. 29:47: That's great. Jesse. And yeah, you did a great job with 29:51: the pool and the turtle and I think Painting, the picture 29:55: that ultimately, this is up to you and your organization, what 29:59: fits best and we're not just tossing. 30:03: You in the pool on your own, we want to help you. 30:05: We want to help you swim. I really I'm trying to move away from the metaphors, but they're 30:09: all stuck in my head right now. But we do want to help you. 30:12: This is 30:13: Thing that, you know, is new not just for us as a feature, but it's 30:17: new for you all. How will we implement this? What's the best practice? And what's the best 30:21: practice for your organization is likely different for the next 30:25: organization that we work with on it. 30:27: So, we understand that there's a whole bunch of, you know, if then situations 30:31: for all of us. So that being said, I think we've 30:35: covered a lot of that. We've set the table here for you. 30:39: That's different analogy altogether. 30:41: And we are going to move into a time. 30:44: And I believe Michael is going to be on, on demo Duty for us. 30:48: He's gonna walk us through both the back end of the system, although 30:52: I get in trouble when I Michael, doesn't like that one, the the provider side of 30:56: the system. And and then we'll also, I believe we're going to see what participants 31:01: see what that looks like, what that looks like for them. 31:04: So, Mike, will you do me a favor? And by the way, if 31:08: you have questions again, feel free to throw those in the Q&A box. 31:11: I suspect now that we've given 31:13: Higher level view, you've already your wheels are turning. 31:15: So feel free to utilize that Maggie and Gabby are sitting there. 31:19: They're just bored. They need some questions from you all to answer. 31:22: So Gabby says, please forgive our extensive 31:26: use of metaphors. No, we're not. We don't want forgiveness, we we are 31:30: using those very we're just flagrant about it, so okay, 31:35: forgive us with that being said, Michael, will you show us the turtle? 31:39: A yeah, I think yes I 31:43: will. I had a funny story about watching. 31:46: Jesse looking over a doc and reaching into the water and 31:50: coming back and joyfully saying it was a snapping turtle and me 31:54: thinking, I don't think that's how you interact with those. 31:57: So that's where I thought the turtle reference was going. 32:00: So, but anyway, we are now in the app and 32:04: I'm showing you, I'm gonna start with early registration 32:08: and then as we go into the registration flow, I'm going to show you from the participants 32:12: point of view, what it looks like as they're registering. 32:15: And also, you'll see the convenience fees throughout this process first 32:21: though, we are in the registration set up within your groups, 32:25: and you'll notice that, once you've worked with your client success team to 32:29: enable early registration, you'll have a button here. 32:32: That is very aptly named, early registration. 32:35: And once clicking that button, you'll see. 32:38: I'll get a new area activated in the front end 32:42: of the app. Sorry. Fill that one was for you where you can generate 32:47: and register your early registration code. 32:49: A couple things I want to know which are important. 32:52: I think for usage, first and foremost once you click early 32:56: registration, it's not active yet. So but once it's activated 33:00: anyone who enters into your registration flow, which we'll see in a 33:05: second, we'll be prompted to enter this code. So if they don't have the code, they're going 33:09: to be told sorry. The code you entered was incorrect, which I'll show you in a second, but 33:13: that doesn't happen until you've clicked this button and entered a 33:17: prompt and saved it. So those three steps have to happen first. 33:21: In order for early registration to be enabled once done though 33:26: and you've activated the button, you can put in whatever code you want. 33:30: It's important to note that right now, feedback will be interesting 33:34: because we actually asked some of our users about this and that's what determined 33:38: this but 33:38: This is not a case sensitive field. 33:41: So you were to do something like this and 33:46: a user typed in casein all lowercase, they're still going to 33:50: be successfully entered. The sensitivity here is about if it's spelled 33:54: properly and put in the right order, not, if the capitalization 33:58: is correct. Now, again, that's something that we've asked our users about. 34:02: If you have feedback about this, we'd love to hear 34:06: it. Please submit it either here or later through our website, 34:10: but essentially once you create a code, which I'm 34:14: going to put as demo day and save it, it is now active, for 34:18: all of your participants and you're going to see that notification there. 34:21: Now, what I'm going to do is I'm going to go to a different tab 34:26: bill, can I give you a good? Give me a thumbs up to see that. 34:29: You see my registration view? Great. Now I am a participant so 34:33: I've left my private portal. Yes, sorry. 34:35: Yeah, you're good mythology. Now, I've 34:39: My provider provider portal, excuse me, because early 34:43: registration is enabled and we're going to assume that we worked with Jesse 34:47: already to turn on convenience fees. 34:49: And so, I'm going to show you now what a user would experience before 34:55: going into this flow. Hey Michael, let me interrupt you while you're showing 34:59: because we just had a question come in that I think is, is useful for everyone to hear. 35:03: And, and Kim asked, as you just set up, you were setting 35:07: up the early registration within a particular session, that 35:11: sort of thing. And Kim said my org opens 50% of registrations 35:15: for members early, then the remaining sessions to the public, two 35:19: days later, how does this early registration feature, affect capacity of session's? 35:23: Would we still only open 50% of our capacity for those sessions? How, 35:28: how would you address a question like that? Yeah, that's a great question. 35:32: And actually, I hate to pawn it off on Jesse, but I think he's the 35:36: perfect person to answer that question. 35:39: He would be the one working with he and his team would be the one working to 35:43: set those capacities Jesse. Yeah, I was a little offended that fell through your way. 35:46: Yes, but glad it got back on my way. 35:49: Yeah, this is an excellent thing to talk with your client 35:53: success. Team about my first recommendation, here is exactly 35:58: what you said I believe. Now that the question is gone, but Kim. 36:02: Oh, yeah, there it is. Kim Messer asked about this and I 36:06: don't know if everyone can see that. Did I just out you Kim? All right. 36:10: Cool. It's all right. Sorry about that. 36:13: You can set your capacity to 36:17: be 50% of the total during your 36:21: early registration time. If you have just a few sessions 36:25: going live during that time, it's a quick switch as a provider to do 36:29: that on your end, and just change it before your primary registration 36:34: time goes live, is to update that with 100% of capacity. 36:37: If you 36:39: Have a lot of registrations going live during that time and and a 36:43: lot of sessions that need to be changed. And you're thinking, wow, that's awfully daunting to do that for 200 36:47: things. One at a time, your client success team can help you. 36:50: By doing that via import, we can update them all at once. 36:54: It's just important to communicate and talk about your needs, and then we can find a solution for you. 36:59: There you go. Thanks, Jesse. That was such a much better job answering than Michael 37:03: could have could have done so. Well Michael, you can answer 37:07: a lot of other questions. So, awesome back to you. 37:09: It's great. And thank you. Jesse, you did fantastic. 37:12: So, yeah, once you have the code set up 37:16: and your convenience fee, rates are determined and you've 37:20: set out that code to your preset number of users, they're going to go ahead and attempt 37:24: to log in. Now what happens if someone who hasn't gotten the code from you is 37:29: like hey let me see what my camps doing today and tries to register for a session. 37:33: We don't block them from seeing this page so that's important to know what 37:37: is going to happen. Is when they click, 37:39: Register for a new session, they're going to see this screen and hopefully immediately will be 37:43: like, huh? That's, that's odd. I don't have one of these codes. 37:46: I'll go and talk to my organization or they'll be like me 37:50: and be like, Oh, I'm gonna type in anything and see if that works. 37:53: And then and if that works great, I'll register now it's 37:57: gonna not let you do that. Thankfully. 37:59: So, we've now enabled this to say the code you've entered isn't 38:04: correct. Please check your code and try again. 38:06: We chose this phrasing intentionally again. 38:10: Another thing we talked to our organizations about we did asked like 38:14: do we want to send you to the organization? Do we want to encourage him to try again? We didn't. 38:18: The feedback we heard is we didn't want to overwhelm you and your organization 38:22: with a bunch of calls about this and hopes that they just say, oh, I don't 38:26: have this code and I won't register. You know, we'll see how that works out. 38:31: But at the end of the day, if you have feedback about this, please share it with us. 38:34: We're happy to incorporate it. Apologize about 38:39: Child in the background but he, we're, we have a nice storm today. 38:42: So anyway, the code we picked was demo day. 38:45: So I'm gonna go ahead and enter in my code now, which is going to prompt 38:50: me successfully now to select my sessions. 38:54: Sorry, he's now going upstairs. And so once 38:58: you've entered the code successful, you're going to get back into your normal landing page, how 39:02: your organization has your registration set up some of your like I don't know what 39:06: this is Jesse and his team will work with each of you to make sure your 39:10: unique registration set up is customized to your needs. 39:13: This is just a demo organization. So, we'll walk through, I'm 39:17: gonna register my little one for kindergarten. 39:20: We see our session here. It's 150 dollars. 39:23: A couple things to know first and foremost, we 39:28: want to make sure that this dollar amount is referenced. 39:31: Because as we go through and we're going to select our items, I'm going 39:35: to get a T-shirt and of course, we're going to get a snack. 39:39: Pack, we need that on the water bottle. We're going to decline the protection 39:43: plan. You need to go. 39:45: Okay, what the reason is, you got to go, we're 39:50: not going to donate today, no offense. 39:52: Um, there we go. 39:54: So now we see our total breakdown from our transactions here. 39:59: This is your total breakdown for your itemization. 40:02: What is new? Is this? Now you have the line item for your convenience 40:06: fee. This convenience fee is based on the total of 182 40:11: dollars and two cents. I have a payment method selected 40:16: already and I've got a mount selected but 40:20: say, for example, I don't want to pay the full and I want to pay the minimum once 40:24: I switch my fee is also going to adjust based 40:28: on what the now amount I'm paying because my minimum is 100 40:32: dollars, my fee is now adjusted down to the four dollars and five 40:37: cents based on that. 40:39: Total you'll also note here that your payment button 40:43: is activated to show the right total as well. 40:45: This is dynamic and it'll adjust based on what you have entered. 40:49: If there is no payment amount selected 40:53: the payment method and amount is determined 40:57: by the, the payment method that you're choosing, so bank 41:02: card, ACH and the rate that's been set 41:06: up. And so, if I were to change this to itch or a bank account, it 41:11: would change that convenience fee, I'm not going to change it to 41:15: the bank account. Jesse could tell us why and chat, but 41:19: we are in production. This is a real environment. 41:22: So if I were gonna enter anyone's bank account information here, it would be fills. 41:26: He wasn't wise enough to give it to me before today, but essentially 41:30: your payment amount is going to adjust based on the method 41:34: of payment, that you're using. And the amount that you're paying 41:39: And you'll be told what you're convenience fee is in your breakdown now 41:43: because I'm in a demo and or in production environment I'm not 41:47: going to process any real payments today. But once you do process the payment you 41:51: will get the confirmation screen which 41:55: is a part of our actually most recent before this registration enhancements, 42:00: what gives you a breakdown of the succession, excuse me, the sessions 42:04: you successfully got and the fee that you ended up paying. 42:08: As some of you may know, you may try to get multiple 42:12: sessions but only three or available, it's not going to charge you for all four. 42:16: It's only going to charge you for what you actually successfully registered for. 42:20: But really important factor with all of this is that 42:24: the convenience fee, is always present on screen for 42:29: our users. So they know that it is a part of their payment and 42:33: it will be dynamic based on the payment amount and the method of payment that 42:37: we're using. 42:39: And if the early Edge code is set up, that'll be your gate entry before anyone 42:43: can just get in and do that. But if they have the code, they will seamlessly be 42:47: able to register and hopefully make your lives a lot easier. 42:54: Nice nicely done. Nicely done, Michael, I'm sorry, I didn't give you my 42:58: bank information, I'll make sure to get that fixed for next time. 43:02: Hey, we 43:04: A good questions. Come Along, come along the way and I 43:08: know our team was answering those Jesse. 43:11: I'm going to put you on the spot and have you, you know, some of those may be good 43:15: to highlight for everyone's sake as well. Do you want to do you want to address 43:20: those? Yeah, absolutely. While we're on convenience fees I see there were 43:24: some questions about exactly how that affects the participant 43:29: experience and if we can cater to specific participants or specific 43:34: groups with different rates right now in the current iteration, 43:38: it only allows for a single rate to be set for 43:42: all of your participants and that rate would apply for for 43:46: those payments has as you go through to expand on that. 43:50: The other question here is, can you have tiered 43:55: pricing these rates would affect the full balance. 43:59: So if you had any sort of tiered pricing setup using add-ons, 44:03: or 44:04: Or separate groups. However, you have that at the end payment screen, 44:08: those, those convenience fees are assessed by 44:12: the the entirety of the balance. So, tiered pricing still still 44:17: works just fine there and all of this would be automatic. 44:23: Sorry, just reading the chat here. 44:26: Yeah, this is explained by default 44:30: to the payer. The best place that's explained is in 44:34: the payment screen. They're going to see that convenience fee. 44:37: What and how that's laid up 44:41: and how it applies to their payment. So, they're accepting that just like any 44:45: other line item of of their balance if they 44:49: wanted to. Jesse, if, you know, Jeffrey's Organization for 44:53: example, Jeffrey. Had that question wanted to explain something further for 44:57: that. You know, do want to touch on some of the The Branding 45:02: that they could that they 45:04: Customized there. Absolutely. Yeah, this is another good one to 45:08: talk about like what exactly you want the system to reflect 45:12: because it is customizable. 45:14: We could have customized branding language in the payment 45:18: screen. There's also something called a registration authorization 45:22: where someone is acknowledging that they have seen that the convenience fee is 45:27: what it is and you can choose to describe it. 45:29: However, you'd like to your participants, that is not language 45:33: that we will choose for you because, you know, 45:38: your demographic best and how to explain what that looks like and why it 45:42: looks the way it does. So I 45:46: think that's convenience fees. I did want to jump back real quick as 45:50: long as there's no other questions that I missed about convenience fees. 45:55: I'm looking real quick. Looks like Michael's answering one here. 45:59: Oh, I see. And here, pricey I did. 46:04: Yes. You can have tiered pricing, however, that's set up. 46:06: It would just be reflected in the balance. Awesome. 46:09: Yeah, I think, I think we're good on convenience fees for now. 46:11: We'll keep an eye on them. Jesse if you want to address the early registration stuff, if anything comes up 46:16: and we have time, we can certainly address those or at the very least our team 46:20: behind the scenes will be answering while Jesse's touching base on the early 46:24: rich. Yeah, jumping back to Allison's 46:28: question here. What one of Gray's 46:33: own? One of my favorite trip programs? You're not supposed to have favorite trip 46:37: programs, um, but you know, this is being recorded. 46:40: Jesse. This is big. Okay, let it go. 46:43: Yeah, Alice and great question. 46:46: I think it highlights something that's really important to to 46:50: say about the early registration feature. 46:52: So, the question is, can you activate early registration for just a 46:56: few specific sessions? Kind 47:00: of, you can get it set up to. 47:04: Are registration is only open for a few specific 47:08: sessions and then that early registration acts as a 47:12: door to your normal registration. 47:15: That would be open. So if you think of registration setup and the registration 47:19: setup that you have currently any open sessions, meaning that 47:23: the open date is current, or in the past, and the closed 47:27: date has not passed yet. Those are open sessions. 47:30: All early registration does is operate as a door 47:35: and that code is a key to get into exactly what 47:39: you have set up. So, Alison, if you only wanted to open up for a couple 47:43: sessions, you would want to have registration closed for all other 47:47: sessions and then that door would allow people to go in and register 47:51: for just those sessions. But you would want to later after your taking 47:56: on taking early registration down. 47:58: Adjust those those open and 48:02: closed dates. 48:04: To allow for all of red registration to go open. 48:06: If that's what you're looking for. Again, this is one of those things that can be talked about with well, 48:11: us your team. Hi about exactly what you're trying to get done 48:15: and and see if there's a best way forward for you. 48:18: But I think there's a way to to get that done. 48:23: Nicely done. Nicely done. As I as I threw in the chat, Jesse, 48:27: your analogies are just on point today. 48:30: I think that one was actually applicable. 48:32: Absolutely say that that's the best analogy. 48:36: It may not stand. I might get a better one but that that's going to be my favorite. 48:40: We still have 11 minutes left. So there's a strong chance. 48:43: You have three more analogies in you, so Awesome, great. 48:47: If I just want to make sure we've gotten to as many questions as 48:51: possible. Today Allison said, Thank You, Jesse, and 48:56: great. I think we're, I think we're shaping up pretty well. 48:59: Overall, with that being said, 49:04: And a lot of this, if you haven't caught it, your big takeaway today. 49:07: In fact, actually, let's do this. 49:09: We like to do this in a lot of our webinars, we like to we 49:14: we like to ask you as we wrap up. What's one big idea? What's one, big 49:18: idea that you're gonna leave with today? That's going to that 49:23: you're taking this shows that your, our here was was valuable, 49:27: and if it had anything to do with turtles or pools, I'm sorry. 49:31: But if it had anything to do with the beach, actually, maybe not. 49:33: Um, but one of my big ideas for example, is Gabby 49:37: said behind the scenes that Jesse Michael and I will never be allowed to lead a 49:41: webinar again, which is probably for the for the best. 49:45: So you all got to be a part of history with us. 49:48: So that being said, what's one big idea? 49:52: Throw in the chat for you and as, as they as they do yet, 49:56: Terry said early registration. It might be the whole thing in general, Jesse, 50:02: and Mike, I'll put you guys on 50:04: The spot. And what's, what's one thing that you hope they 50:08: take away with as well? I 50:13: I have so many turtles things. 50:15: Hey, what's your favorite Turtle? Throw it in the chat. 50:17: Let's talk. Focus know. 50:20: Yeah, I think I think the biggest thing here is and 50:24: something you heard me say throughout this entirety, the entirety of this webinar. 50:27: If you looked at this and said huh, I don't know if this is gonna work for 50:31: me. I was kind of interested but it just doesn't sound like it. 50:34: It's our thing I would still encourage you to talk to your 50:38: client success team to see if we can meet that need because 50:42: there's so much that we can do. And and so many unique ways we can get things 50:46: set up that that there may be a way that that wasn't necessarily 50:50: described during this webinar. Yeah, 50:55: and similar vein there, which is If 50:59: you use the features, great tell us about it. 51:01: If you're not gonna use 51:04: The features great tell us about it because truly is 51:08: much as I rely on Jesse and Maggie and Gabby. 51:12: Notice I left fill out to give feedback about what our 51:16: users experience and what they'd like to see different. 51:19: It's truly you as the user that your feedback 51:23: is the most impactful. And so when you're using something new, or even using 51:27: something that's been around for a while, sharing your feedback with your 51:31: experience, good better and different is super meaningful for me 51:35: to Advance the product further, to make it even better for 51:39: you all and to keep kids safe, while they're away from home. 51:42: And so, whether you not are using it to share that feedback, That's, 51:47: that's a good call out here and it's clear. 51:50: I think you all are figuring this out. Hey, all of us here today. 51:54: We're really good friends and so we joke around a lot and that sort of thing. 51:57: I'm going to give Michael a real shout out since he's 52:01: been here. He's done such a good job for 52:04: Our company to really prioritize tools like this and features and bring 52:08: the right people in on the conversations. 52:10: So sometimes when your team member says to you and you bring up 52:14: an idea or have you guys ever thought about, or whatever? Just know, it doesn't go out into 52:18: the abyss, okay? Honestly, especially Jesse Michael 52:22: Maggie behind the scenes, really, all of us, but there are key members who are brought 52:26: around to have frequent conversations about this and, and these, These are 52:31: evolving products. So, just like Michael gave, there wasn't another analogy 52:35: of the iPhone, right? Like we, you know, this this product has been 52:40: ever evolving as well. So, yeah, and 52:44: love seeing some of these things that are thrown in here. 52:47: I saw Colleen said, hey, we're talking about maybe bringing our registration 52:51: all Under One Roof. That's fantastic. 52:53: I know some of you. 52:55: Yeah, Terry's saying, hey, we're kind of in the midst of this year, but this gives us something to think about for 52:59: next year. And that's perfect. Have those conversations with your 53:04: And this is literally our day job. Let us let us help you with 53:08: that along the way. So Hey, we've got a few resources and 53:12: things we want to share with you as we wrap up. 53:16: And so we're gonna have some codes. 53:19: You might want to pull your phone out while those slides are loading. 53:22: I do want to let you know we're getting ready, it's conference season. 53:24: Our team is heading to different conferences around 53:29: the country. In fact I know Gabby and Maggie are 53:33: going to be at Acca National in Dallas here in just 53:37: a couple of weeks. So if you're there make sure to stop by the booth touch base with them. 53:41: Find out more we have several other team members there, then myself 53:45: and Patrick one of our csls are going to be at Acca Tri-State 53:49: out in Atlantic City, so make 53:53: sure to connect with us and Jesse I think yours are you? So low? So 53:57: low tripping it to to New England. 53:59: A New England. Oh, I am. I'm also bringing my wife who is 54:04: To help out because she used to work for ACA New England. 54:06: So she's she's gonna be happy to bounce around and help promote 54:11: some Camp doc too excellent. So make sure to stop by say hi with some of us. 54:15: If you have questions bring them there. We can sit down, grab some computers and walk walk 54:19: through some through some things with you. 54:21: As you see these QR codes, we've got all sorts of things coming up. 54:25: We have a finances webinar happening next week. 54:28: If you take a look at the QR codes 54:32: there, if you scan that in, you can access that. 54:35: And all the other upcoming webinars, we have, as well as our support site 54:39: and all those, all those others, you'll find them all there. 54:42: This is a specific QR code. 54:46: And by the way, let me point out, navigating Financial features this 54:50: is great for all of our registration orgs but also those of you like Colleen who said 54:54: we're thinking about it, but we're not using it, you know, it will, it will 54:58: really get nitty-gritty with you on some of the details on the finance 55:02: features. So 55:04: Urge you to check that out. Also Gabby and I as the training team 55:08: we we do a lot of customized trainings for organizations. 55:11: So webinars a little less chaotic than today's, but 55:15: with a lot more custom to your organization and the needs that you and 55:20: your team. So as you're getting ready for training for the upcoming months, if you think this is something 55:24: that would benefit you, if you book even just a call with 55:28: us between now and the end of this month, we can give you 25% off. 55:31: Maybe you just want to book for your Mets training but we can have a conversation and 55:36: just you know send proposal to it's very low pressure but we love to talk to 55:40: you more about that. And also share your feedback with 55:44: us. Let us know how this went. Let us know if you want more analogies in your life. 55:48: Let us know if you want more, the inside scoop. 55:52: What was helpful? What wasn't you? Can share your 55:56: feedback here. So I believe since that one says, thank 56:01: you for joining us. I think that's our last one. 56:04: And let's see. Colleen, what is set up time for registration with convenience 56:08: fee? Oh, okay, that's a good question. 56:10: Let's Circle back to that one, Jesse. Okay, so an organization says, hey, I'm 56:14: thinking about doing this. Is it too late? What's what kind of turnaround time do we need for that? Yeah, 56:19: the turnaround time is fairly quick. 56:22: I would say, we have a typical turnaround time of answering your email that says, 56:27: hey, we're interested within 24 hours business one 56:31: business day will get back to you and usually at that point, we 56:35: ask what you're trying to get done, sometimes that ends up being a phone call. 56:38: If it's real specific stuff and we can talk through really 56:43: specific options but I would say turn around time after we asked the 56:47: appropriate questions and you respond, as long as that response 56:52: time is quick, you can have that all set up in a few days. 56:57: And Terry. I'm seeing your question's two. 56:59: I'll send an email out to you Terry because I wasn't given chat privileges 57:04: Um, they took that away from me. I can't answer anything there, but 57:08: I'll send you an email. Yeah, there you go. There you go. 57:10: Awesome, and Terry. I saw that you're going to be at Tri-State. 57:13: So yeah, make sure you or your team stop by and say hi. 57:16: Awesome. Thank you, everybody appreciate your time, Jesse. 57:20: And Michael always fun with you guys and Maggie and 57:24: Gabby, thank you for bringing some sense of normalcy 57:28: to this. So we appreciate you all. 57:32: Your time is valuable. Thank you for investing some of your time with 57:36: us today. And yeah, keep an eye out on your in your inbox, for some 57:41: follow-up resources. All right, with that being said, have a great day everybody. 57:44: And we'll see you soon.