With the June 2021 update, we have created a page that will allow members to register themselves for the pantry. If the pantry is enabled for it (this is a feature that must be enabled by Unicentric), a “Sign Up” button will appear to the left of the usual “Log On” button.

Upon clicking “Sign Up”, members will be asked to enter either a cell phone number or email address where a registration link will be sent. This is done to reduce the likelihood that someone who already exists in the system with the same phone number or email address.

If the entered phone number/email address already exists, a dialog will show alerting the member that they already have an account.

If the phone number/email address provided is a value that does not already exist, we alert the user that a registration link has been sent to the provided phone number/email address.

When a member clicks on the registration link from their email/phone, a registration page opens.

The registration page will require the members First Name, Last Name, Date of Birth, and Zip Code. Dependents of the member can be added using the blue “Add” button above the Family Size text field. Note that if a Cell Phone or Email was provided during the verification process, that value will be pre-filled here and cannot be changed as the user account will now be tied to that cell phone number/email address.

If the system has been configured for it, when an intake is created for the member, the dependent details will be added automatically from the registration details entered by the member.

At the bottom of the self-registration is a footer with text that can be customized per pantry (search for the “SelfRegistrationFooter” message in the Messages page under Pantry Maintenance).

With a setting (which can be enabled by Unicentric), we can expose the checkbox under that footer text which reads “I acknowledge that I have read and agree to the above terms and conditions.” If exposed, the system will require the prospective member to check that checkbox before they are able to submit their registration.

Finally, to prevent automated spam registration, completion of a captcha is required before the registration can be submitted.

When all required details are entered, the “Register” button will be enabled. At this point, the “Register” button will be enabled.

When a member clicks “OK”, the system will re-direct to a page specified by a pantry

Additionally, an email is sent to all members of the “SelfRegistrationNotifications”. If the user is linked to a contact with an Email Address entered, the email will be sent to that address, otherwise, the email will be sent to the address tied to the Unicentric email address (typically ending in @organization_name.unicentric.com)

In the Unicentric Case Management System, a new contact will be added with the details provided by the prospective member. If your pantry is configured for it, the new member will show as a “new” member when they are searched in the contact search. In the “new” status, the member will not be able to place an order.

When you open the prospective member contact, you can create the intake form for the member. If any dependents were added (and if your system is configured to pull the dependent information), the dependents will be automatically added to the dependents grid.

One the intake form, if your organization is setup to use the different statuses for members, you can use the “Status” drop down to change the member status. While in the “New” status, the member will not be able to place orders. Only after setting the status to “Active” will the member be able to place orders for themselves. In addition, a Pickup Day and Site should be selected for the member to be able to place orders.