Account Page Help – LoveAdmin

What can I do in The Accounts Page

Account Information

Financials

How Do I Setup a GoCardless Account and Link It To My LoveAdmin Account?

How Do I Link my PayPal Account to My LoveAdmin Account?

TimeZone

Navigation

How do I display a Form on My Website

Once you have made changes on this page click ‘Save’ in the top left-hand corner of the page.

Account Information:

Organisation name - This is the name of your Organisation which displays to your contacts.
Currency - The primary currency you will receive payments in, this is also what will appear automatically in your email templates.

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Financials:

Receive payment by - If you wish to take payment by Direct Debit, your organisation will need a GoCardless account. Tick the Direct Debit box to set up a GoCardless account and connect it to LoveAdmin.com. If you wish to accept payment by Card, your organisation will need a PayPal account. Enter the email address registered on your PayPal account here.

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How Do I Setup My GoCardless Account:

What Do I Do?

Note: If you are outside the UK, please click here to check that you are in an eligible country. If you need to take payment in multiple currencies, you will need to activate SEPA with GoCardless.

Step 1: Check the box to receive payments by Direct Debit (UK customers only).

Step 2: Next, click on the purple button ‘Create/Connect a GoCardless Account’ and you will be moved through to the GoCardless site. Here, you will be asked to enter basic details to create your account.

Step 3: Congratulations! You have now linked your GoCardless Account to LoveAdmin and you will be redirected back to your account.

Step 4: Shortly, you will receive an email from GoCardless asking you to verify your account. Once you have clicked on the verification link you will be transferred to the GoCardless login page. Here, you can continue to create your account. Bear in mind that any money you collect will remain in the GoCardless system until your account is verified.

Step 5: On the first screen you will need to select the ‘Standard package’.

Please note – the fee charged by GoCardless is included in the charge quoted.

Any online payment made will generate a notification from GoCardless to the payee. If you would like to turn these off, you will need a ‘Pro Package’. One of the features of this package is that you will be responsible for updating customers, and all notifications from GoCardless will be switched off. If you decide to upgrade to a ‘Pro Package’, you will also need to inform us, so that we are able to ensure your account works correctly.

Step 6: The next step is to input details about your organisation, so have these details handy.

Step 7: The final part of the process is to make a small deposit to GoCardless so that they can verify your account.

Once you have completed the above steps, you will have successfully created, verified and linked your GoCardless account to LoveAdmin.

If you have any problems during this process you can reach GoCardless on 0208 3389 538 or help@gocardless.com.

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How Do I Link my PayPal Account to My LoveAdmin Account?

Please note, you will need a PayPal business account to enable PayPal payments.

Linking your PayPal Account

Step 1: On this page you will see a section titled ‘Financials’. Under the title of this section you will see ‘Receive payment by:’ To take payment via PayPal you need to tick the box next to ‘Debit / Credit Card Payments’.

Step 2: Once ticked, a field will appear below the tick box. Enter your PayPal email address here.

Please note, if you are changing your PayPal email address after already entering one into the system, the system will send an email to the old email address asking you to confirm the change. If you do not have access to your old email account, please contact the support team directly and they can resolve this for you.

Once you follow these instructions you will have successfully linked your PayPal account and will be able to receive payments via PayPal.

Accounting period - The Accounting Period is used in the Payment Reports section to keep track of payments for your organisation’s current financial year.

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Time Zone:

Time zone - This is the time zone you wish for your club’s account to work by, this will affect the times for scheduled emails and payment reports.

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Navigation:

Registration Form URLs - If you’d like to link directly to a specific registration form (rather than to the registration page), select this option to select and copy the specific URL.
Link to the online registration page - This is a dedicated page for new people to register. It can easily be linked to (using a hyperlink) or embedded into your website using an iframe.
URL for people to be navigated to after completing the process - This is the web page you wish people to be navigated to once they’ve filled in the registration form.
Link to the login page - This is a dedicated page for people to login to their online account where they can check and update their information, register for events and pay any money outstanding. It can easily be linked to (using a hyperlink) or embedded into your website by using an iframe.

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How Do I Display a Form on My Website?

The following settings will allow you to embed the registration page with the drop-down menu.

Step 1: You will see the ‘Navigation’ section where there will be 3 URLs - one for the registration page, one for the login page and one for the events page.

Step 2: To display your Registration Page on your website, you will need to copy the registration page URL.

Step 3: Paste the URL into an <iframe> tag in the following manner (you can adjust width and height as per your preference):

Step 4: Copy the <iframe> code into the body of your web page HTML source - it should look like this:

$(document).ready(function () {

iFrameResize({ autoResize: true }, '#ifrmresize');

})

</script>

It should now look like this:

Note - To make the page load back at the top of the form you will also need to add the following script.

jQuery(document).ready(function ($) {

iFrameResize({

autoResize: true,

initCallback: function(){

$('html, body').animate({

scrollTop: $("#ifrmresize").offset().top

}, 500);

'#ifrmresize');

});

</script>

Once this is done, you will be able to access your registration page from within your website.

Alternatively, you can embed a single Registration Form into your website for use on a specific page relating to it.

To do this, follow these steps:

Step 1: Under ‘Navigation’ you will see, ‘Registration form URLs’ – click on ‘Select’.

Step 2: Several URLs will then appear each relating to a specific form you have created and chosen to appear as a Stand-alone option. Select the one for the Membership Category you wish to embed or the form the Membership Category is displaying on and copy it.

Step 3: Paste the URL into an <iframe> tag in the following manner (you can adjust width and height as per your preference):

Step 4: Copy the <iframe> code into the body of your web page HTML source - it should look like this:

$(document).ready(function () {

iFrameResize({ autoResize: true }, '#ifrmresize');

})

</script>

It should now look like this:

Note - To make the page load back at the top of the form you will also need to add the following script.

jQuery(document).ready(function ($) {

iFrameResize({

autoResize: true,

initCallback: function(){

$('html, body').animate({

scrollTop: $("#ifrmresize").offset().top

}, 500);

'#ifrmresize');

});

</script>

Having individual form URL’s embedded can be useful to separate and direct prospects to the right form from an area of your website.

For example, if they are looking to register a for a junior section you can send them straight to the pre-school form, and those looking for Membership Categories for adults can then be directed straight there too.

Well done! If you followed these steps correctly, you have now successfully embedded your form into your website.

Link to the events page - Active contacts on your database can register for events via their online account. People not on your database can register for events (if you enable that option in the event setup) via this registration page that can be hyperlinked to or embedded into your website using an iframe.
Description of menu option for ‘member only’ content - This is the name you wish to give to the tab which contacts can click to see more content.
When people login, which page should they be navigated to first? - This multichoice question allows you to choose the page you wish contacts to first see when they log into their online account.

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Membership Number:

Allocate new contacts a membership number automatically - Tick this box if you want new contacts who join to be given a membership number.
Membership starting number - This is where you can enter the number in which you want the automatic membership number to start from.
Membership number prefix - The prefix you enter will be applied to all contacts.
Next membership number - This is the next membership number to be allocated.

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Notification:

Receive ‘Sent email’ confirmation when sending - Depending on the number of emails in the sending queue, it can sometimes take a few minutes before your email is sent. To confirm your email has been sent, the system will send you a confirmation. You can set when you would like to receive confirmation based on the number of recipients you are sending your message to.
Send payment notifications - When a person pays, the system can send you a payment notifications that details who has paid, what they’ve paid for, the gross amount and the net amount received (after transaction fees).
Subject header for notification email - This is what you wish to be shown within the subject line of the notification emails which will be sent to you.
Alert administrators when a person makes changes to their information - Here you can specify whether you wish for specific, all or no administrators to receive emails when a contact changes details such as their address.
Failed registration - When a registration fails you have two options with how you wish to manage it. You can either have the system delete the failed registrations automatically, or you can have the failed registrations go into the ‘Failed Registrations’ system group for you to be notified of a failure.

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Miscellaneous:

Switch off referral pop-up - When you log in, you will see a pop-up where you can refer other clubs, you can turn this on or off using this setting.
Edit the wording for ‘Optional Extras’ header that appears on the payment page in a contact’s online account - This is where you can change the ‘Optional Extra’ wording, if you are using Optional Extras for kit or a club shop you may want this is to kit or merchandise etc.

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Custom Colour Theme:

Here, you can customise the theme colours of your account for yourself and your contacts to see.

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