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Update Profile & Email Options

Using Update Profile & Email Options

Registration Form SampleUpdate Profile & Email Options allows you to update your own profile and configure a variety of email options and account-level preferences. The control panel is available at the top of the Welcome menu and can be accessed by anyone who has an account on WCONLINE. Changes made within Update Profile & Email Options affect the account of the person making the changes.

  • If an administrator wants to create an account for a new client, they should not use this form.  Rather, the administrator should either have the client register using the link on the login page or use the ADD NEW CLIENT tool at the top of Client and Record Management.
  • If an administrator wants to edit the registration profile of an existing client, they should not use this form.  Rather, the administrator should search for the client's profile and edit the client in Client and Record Management.
  • If an administrator wants to change their email address, they should first list the new email address in "Administrative Access Management" (which is available at the top of Staff and Resource Management).  Once the new email address is listed there, the administrator can update their email address here and continue to be recognized as an administrator by WCONLINE.

This chapter also covers the REGISTER FOR A NEW ACCOUNT form that clients must first fill out in order to access WCONLINE (as that form mirrors the "update profile" form and functionality).


Registration Form Questions

The first section of Update Profile & Email Options collects the client's email address, first name, last name, and the answers to the questions that you define in Form Setup: Registrations.  (Note that you can change the phrasing used to describe first and last name via the "Language Options" section of Global System Settings.)

When registering for a new account, none of the fields will be populated; however, when updating one's own account, all of the fields will be populated with the information that the individual entered when last filling out the form.  Anyone filling out or updating the form will have to complete all required fields and enter a valid email address (that is not associated with another account on the system).  When ready to submit the form, the client will either select "save changes" or "complete registration" depending on whether the client is updating their existing profile or creating a new account.  At that point, the system will either complete the process or display detailed errors about problems with the submission.


Password

Directly beneath the registration form questions is the password section of the form.  When registering for a new account, clients will need to enter a password twice before being able to complete the registration process.  When updating their profile, clients will only enter a password twice should they wish to change their password.  Passwords must be at least ten characters long.  Additional password requirements can be set via the PASSWORD REQUIREMENTS setting in Global System Settings.

Password Entry Field on Registration Form

Settings in other areas of WCONLINE can impact the display of both the registration form questions and password entry fields:

  • If LDAP/S has been configured and activated in the "Authentication Options" section of Global System Settings, then the forms won't allow clients or administrators to change or enter their email address and password (since that information is provided by your institution). 
  • If SINGLE-SIGN-ON has been configured and activated in the "Authentication Options" section of Global System Settings, then the forms won't allow clients to change or enter their email address and password (since that information is provided by your institution). Administrators updating their existing profile will have the option to update their email and password, though, since they log in to WCONLINE directly.
  • If FORCE PROFILE UPDATE? in Global System Settings is set to a date and if a given client hasn't updated their profile since that date, then the client will see a message at the top of the update profile form telling them that they have to make a change or save their profile to continue using WCONLINE.

Forced Profile Update Messaging

  • If REGISTRATION DOMAIN LIMIT in Global System Settings lists one or more email domains, the registration displays the "at" symbol and domain(s) under "Email Address," and the forms allow registration only with one of the allowed domains.


Email Preferences

"Email Preferences," which is available directly below the password entry area of the form, allows a client to opt in to a variety of emails sent through the system.  While administrators can opt a student out of receiving mass emails (by editing the client's profile in Client and Record Management), administrators cannot opt a client into receiving any type of communication from WCONLINE.  All options default to sending the email to the client.

Email Options Display


SEND ME AN EMAIL WHEN MY APPOINTMENTS ARE MADE, MODIFIED, OR CANCELED: This determines whether or not a client will receive the appointment confirmation emails (as set in Schedule Management) when an appointment lists them as the client (or individual receiving service) and is made, modified, or canceled.


SEND ME AN EMAIL WITH CENTER ANNOUNCEMENTS OR OTHER MASS MAILINGS: This determines whether or not a client will receive emails sent through the Mass Email Tool.


SEND ME AN EMAIL TO REMIND ME OF MY UPCOMING APPOINTMENTS: This determines whether or not a client will receive the reminder email (as set in Schedule Management) before their scheduled appointments.


If SET CENTER'S LOCAL TIME? in Global System Settings is set to anything other than NO, then "email preferences" will also offer clients an additional option:


INCLUDE ICAL LINKS WITH APPOINTMENT CONFIRMATION MESSAGES? If a client uses a calendar program that supports iCal (such as Microsoft Outlook, Google Calendar, or Mac Calendar), setting this option to YES allows the system to include iCal information with the appointment confirmation emails.  iCal information allows the client to add the appointment to their offline calendar with a single click within the email message.


Text Messaging Preferences

If USE TEXT MESSAGING? in Global System Settings is set to YES, then this form will offer a "Text Messaging Preferences" section that allows clients to opt-in to receiving text messages from the system.  If a student opts-in, they will receive appointment reminders and waiting list notifications (as configured in Schedule Management) via text instead of via email.  Administrators can additionally opt in to use two factor authentication when logging in to the system.

While administrators cannot see the mobile phone information that clients have attached to their account, administrators can remove mobile phone information from a client's account via the mobile phone icon or the REMOVE MOBILE option in Client and Record Management.  Clients can always opt back out of receiving texts simply by removing their mobile phone information from this section.

Text Messaging Preferences Display


MOBILE NUMBER: This is the client's ten-digit mobile phone number.


MOBILE CARRIER: This is the mobile phone carrier or provider or company that the client uses for their mobile phone service.  The drop-down list first lists common US carriers, then common Canadian carriers, and then other carriers.  



Because of how WCONLINE sends text messages, only those carriers that support email-to-text will work with the program.  We do update the list of available carriers frequently, but cannot add carriers that aren’t currently listed.  Once a carrier begins supporting email-to-text and once we test the connection, that carrier will be added automatically to the list of available carriers.  If a client has a carrier that isn't listed, then the client shouldn't opt-in to text messaging and instead should continue to receive reminders and waiting list notifications via email.

Once a client has saved their number and carrier, the system will offer an option to CLICK TO SEND A TEXT MESSAGE TO YOUR MOBILE DEVICE.  If selected, WCONLINE will immediately send the client a test text.  If the client receives the text, then they'll know their settings work with their device.  If not, they can try different settings or remove their settings in order to opt back out.

Two Factor Login ProcessFinally, once an administrator has opted-in to text messaging, they can also CHECK TO ENABLE TWO FACTOR AUTHENTICATION.  Once enabled, administrators will receive a text message with a code immediately after logging in to WCONLINE.  They will have to enter that code into WCONLINE in order to continue the log-in process and access the system.


European Union GDPR Statement

If ADD GDPR TO REGISTRATION PROCESS in Global System Settings is set to YES, then clients will be presented with a GDPR statement when registering for a new account or updating their existing profile.  That statement requires that clients check a box signifying their understanding of the GDPR data restrictions and processes.  

GDPR Information on the Registration Form

GDPR compliance requires specific concessions and agreements by the center using WCONLINE.  As such, be sure to review the information in the blue question mark next to the option in Global System Settings as well as the manual entry on the option before adding this option to your registration process.


Fake Registration Prevention

If USE CAPTCHA? in Global System Settings is set to YES, then clients will have to complete a captcha test when registering to ensure that they are humans (and not automated spambots).  This section will only appear on the registration form (and not on the "update profile" form).  WCONLINE uses the industry-standard "reCAPTCHA" provided by Google.  

reCAPTCHA display on the registration form


If you add information under REGISTRATION FORM ADDITIONS in Global System Settings, that information shows up at the top of the registration and profile-update forms.


Update Profile & Email Options

SECTION 1: Using Update Profile & Email Options

WCONLINE Product Manual

The product manual is available completely online. Choose a chapter from the list below or use the search tool to perform a keyword search.

CH 1: Welcome

GENERAL INFORMATION

CH 2: Data Collection & Forms

CH 3: Access, Access Levels, and the Schedule

CH 4: Synchronous Online Meetings

WELCOME MENU/CONTROL PANELS

CH 5: Update Profile & Email Options

CH 6: Client & Record Management

CH 7: Schedule Management

CH 8: Staff and Resource Management

CH 9: Starting Availability Management

CH 10: Blackout Times Management

CH 11: Announcement Management

CH 12: Mass Email Tool

CH 13: System Data Export

CH 14: Report: System Statistics

CH 15: Report: Master Listings

CH 16: Report: System Utilization

CH 17: Global System Settings

CH 18: Form Setup: System Forms

CH 19: Module Setup: Early Alerts & Flags

CH 20: Module Setup: Survey

CH 21: Module Setup: Time Clock

FAQs

CH 22: Frequently Asked Questions

This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.