Homeschool-life.com Account Setup - Connections

Group Name

Do you have any forms that need to be included in the member registration?  (Examples: liability waiver, photo release statement, handbook, etc).

If you uploaded forms, do you want those provided as they are so that people can print them off on paper? Or do you want them converted to online forms that people would sign with a digital signature?

What additional questions (other than birth date, grade, and medical notes/allergies) do you want to ask for the children? Please include whether you want the questions to be required.

(Example: [Optional Question] Is this student graduating this year?)

What additional questions do you want to include on your registration form that you want parents to agree to or information they should provide? Please include whether you want the questions to be required. 

(Example: [Required Question] Emergency Contact Name and Phone Number:)

What is your fee structure for your membership? Please include due dates for each fee. 

(Examples: Annual family fee of $100 due two weeks after submission of member application; Quarterly Per Student Fee of $40 due July 1, Oct 1, Jan 1 & Apr 1)

Is there a message (or disclaimer) you would like to appear at the top of your registration page?

(Example: If you have already attended our Get To Know Us meeting, we welcome your membership request. Please note that your oldest child must be age 7 by September 15th of the year you are requesting membership.)

Bulk Import Members. **We recommend you skip this step** Bulk imports make extra work for administrators (because you cannot bulk import members' answers to the custom questions and forms) and reduce member involvement. 

However, if you would like us to import your membership for you, please provide a .csv file with the following information for each member:

• Last Name
• First Name (only one name in this field, please. This is usually the parent or guardian that attends your group with the children).
• Email Address

What confirmation message should members see after submitting their application?

(Example: Thank you for your interest in our group. We will contact you within 48 hours of receipt of this application.)

Would you like to have volunteer tracking set up on your Connections hub?

What do you call your volunteer opportunities? (Examples: Parent Service Opportunities, Volunteer Jobs, etc.)

Please list all your volunteer roles and how many volunteers you need for each role. (Example: Graduation Committee - 5 volunteers)

Volunteer tracking is set up using the Calendar tool. You have the choice of having one event in which all volunteer roles are configured or having individual events for each role. Which do you prefer?

Please list the date or dates for your volunteer signups to appear on the Calendar. (If you chose individual events in the previous question, you can choose either the date the event will occur or an earlier date for volunteer commitment.)

Please communicate anything else you think is relevant regarding your volunteer roles:

What forms of payment will you be accepting? (Choosing Newtek will not delay getting your hub up and running. You can request to add Newtek at any time; it can be added later.)

Choose all that apply:

If you chose Paypal, please enter the email address associated with your group's business Paypal account (not a family and friends account).

Would you like to have the first 8 calendar events set up on your Connections hub?

Please upload a spreadsheet with your calendar event information. At minimum, please include the following as columns. You can include more columns for additional information.

• Name of Event
• Date 
• Description
• Is it a signup event? 
  • If so, do you also want to track "no" and "maybe" answers?
  • Email of person coordinating
  • Cost (from $0 on up)
• Does the event recur?
  • If so, on what schedule?