Rock U - Content Management - Family Pre-Registration v13

Transcribed Video Content

Rock ships with an area on your external website where families can create profiles for themselves before showing up to a service for the first time. Especially if they have kids, this makes the check-in process super simple because they'll already be in the system when they go to check-in. Let's take a look at how this works. So we'll start here on the external website, and we're going to go to the connect page. And then under the connect page, we have the family pre registration page. And so this is the information that the family will fill out online. You'll notice that there's space for a first adult and a second adult. And then down at the bottom, there's an add child button, where children can be added separately. Now, the real power of this block lies in the block settings. So let's go ahead and pull up the block settings for this block and take a look at the options we have. So, of course, there are a lot of block settings here to customize this block to fit your organization's needs. So right at the top, we have the name, which is just for administrative purposes, the name of the block. Then we have show campus, which controls whether or not, the campus button will be present, up at the top here. And you can see that, that we have that enabled, and so it is. Then down below, you can select a default campus if you want to to prepopulate it. Then you have the planned visit date, and you can make this optional or required, or you can hide it entirely, but that's the date that the people plan on visiting. It doesn't get used anywhere out of the box, but it can be passed to a workflow, which we'll touch on in a minute. Then down below, have the campus schedule attribute. So if you have a campus attribute of type schedules, then you can select that attribute here, and that lets people select a date and a time of their planned visit. Then you have the scheduled days ahead, and this goes with the campus schedule attribute. And what it does is it limits how far out in the future a person can select their planned visit date. Then you have family attributes. If you have any family attributes configured, you can add them here, and then they'll be asked to to fill them out as part of a form. Down below that, we have allow updates, and this is set to no. So this is if the person is logged in, should the information they provide on the form be used to update their information? If not, then a new family will be created unless auto match is enabled. And then down here, we have auto match. And this just says, should the block try to match the entered information with an existing record in Rock? Yes or no. Down below that, you have the connection status and the record status. These are just statuses that'll get applied to new records if they get created as part of this block. Then you have workflow types that you can launch, when a family is added. You can launch a workflow, where the primary family will be passed to to the workflow as an entity, Or you can launch a workflow, for each parent or a workflow for each child, where the parents or the child will get, passed to the workflow as the entity. Then down below that, you have the redirect URL. And this just is where the person should be taken to after completing the registration, after completing the pre registration. Down below the redirect URL, you can choose to require the campus, yes or no. And then you can change the number of columns that are shown on the form. So this will change the look and feel of your form a little bit if you, change how many columns are present. Then below that, we have the adult fields. And there's a lot of them here. We won't go over them individually, but it basically says, what information are you gonna collect on the adult, including any attributes, communication preference, address, stuff that. Then down below that, we have the child fields. And these are basically the same options, but as they apply to children. So for children, are we gonna require a birth date or a grade, email, mobile, etcetera. Then down below, last but not least, we have, the child relationships. And so, , the parent child relationship is gonna say that when you add a child, it's gonna have a relationship type of child. But you might add, , grandchild to the relationship types, if you need an additional option. So, for instance, if we added grandchild here and if we save, then when we go to add a child, we have this relationship to adult, and now we can pick grandchild because we added it to the list. So back in the block settings, we saw the relationship types, and those are the relationships that you can pick from when adding a child. Down below, the same immediate family relationships, that's just what relationship gets applied when everybody's in the same immediate family. Generally speaking, that's just going to stay as child, and you wouldn't change that or add anything to it. And then you have a can check-in relationship. And this one is where you're going to list any relationships that, if they're selected, it'll also create an additional can check-in relationship between the adult and the child. And so you only really need this if the relationship that you pick up here doesn't have, can check-in enabled, but, we'll say grandchild doesn't. And so we can say that the can check-in relationship would be grandchild. And that's the family preregistration block. For more details on family preregistration, be sure and check out the person and family field guide posted to the Rock Community website. And thanks for watching.