Using Advanced Options in Terms and Conditions

Opt-Out Option

The Opt-Out Enabled feature allows registrants to opt out of agreeing to specific Terms and Conditions documents during the registration process. Here’s how to use this feature:

1. Enable Opt-Out:

   • When creating or editing a document, locate the Opt-Out Enabled checkbox in the document editor.
   • Check this box to allow registrants the option to opt out of the document.

2. Registrant Experience:

   • During registration, registrants will see an option to opt out of the document if this feature is enabled. Opting out means they are declining to agree to the document’s terms.
   • It’s important to communicate clearly with registrants about the implications of opting out, as it may affect their eligibility or participation in certain activities.

3. Tracking Opt-Outs:

   • To track who has opted out, navigate to the Reports module in the Pool Queue system.
   • Run the Registration Terms report to see a detailed list of registrants who have opted out. The report will show the registrant's name and account, along with the specific document they opted out of.

Required Phrase for Verification

The Required Phrase feature adds an extra layer of verification by requiring registrants to type in a specific phrase before agreeing to a document. This helps ensure that they have read and understood the document.

1. Set the Required Phrase:

   • In the document editor, locate the Required Phrase textbox.
   • Enter the phrase that registrants must type to confirm they have read the document. This phrase is not case-sensitive, so you don’t need to worry about capitalization.
   • It’s recommended to keep the phrase simple and relevant, such as "I have read and understood" or something specific to your organization’s policies.

2. Registrant Experience:

   • During registration, registrants will be required to type the exact phrase you’ve set before they can proceed. If the phrase does not match, they will be prompted to try again.
   • This feature helps reinforce the importance of reading the document, as registrants cannot simply check a box without engaging with the content.

3. Best Practices:

   • Choose a phrase that is easy to understand and directly relates to the content of the document.
   • Avoid using accent characters or overly complex phrases, as these may cause confusion or entry errors.

Using Terms and Conditions for Other Purposes

The Pool Queue system allows you to create Terms and Conditions documents that are not used in the registration process but are still valuable for your organization. Here’s how:

1. Creating Non-Registration Documents:

   • When creating a new document, uncheck the option that marks the document for registration. This document will not be used during the registration process but will still be tracked and version-controlled.
   • These documents can be used to display policies, guidelines, or other important information on your organization’s website.

2. Linking to Non-Registration Documents:

   • You can link to these documents from any page in your Pool Queue website by using the page editor’s hyperlink tool. The latest version of the document will always be shown, ensuring that your website visitors see the most current information.

3. Pro Shop Return Policy:

   • The Pro Shop module in Pool Queue allows you to assign a return policy by selecting one of these non-registration T&C documents. To configure this, go to Setup / Pro Shop and choose the appropriate document. The return policy will then be displayed to users when they place an order.