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Support

We're here to help. If you can't find the information you're looking for on this page, send an email to REGI Support. If something is broken, we want to know so we can fix it. And if something needs more explanation, let us know and we'll add it to our Frequently Asked Questions below.

Contents

Frequently Asked Questions

How do I create a REGI Account?
  • Go to the login screen
  • Click the link that says Create an Account.
  • Enter your information as requested, starting with the required fields (user name, password, first/last name, email). If you want to be able to create new events in REGI, Be sure to answer YES to “Are you a current AMC H/B Leader or Coleader?” This checkbox sends an email to the webmaster so they can grant you LEADER privileges.
  • Click Create Profile. Note that you can return to edit your profile at any time by clicking on My Profile.
What do I do if I forget my user name or password?
Go to the login page and click the link where it says Forgot username or password. Within a few minutes, you should receive an email in your Inbox from regi@amcboston.org with your username or instructions to make a new password. The email may bounce to your Spam or Junk folder, so look there too.
How do I edit My Profile?
You can edit your profile at any time by clicking on My Profile in the navigation bar at the upper right of every REGI page. Don’t forget to update your experience profile as you continue to use the system.
How do I register for an event?
Once you have created your profile, you can immediately begin to sign up for events that are using the new online REGI system. Follow these 2 steps:
Find an event on the HB Trip Listings page that you are interested in.
Click on the REGI link listed near the bottom of the listing. Usually REGI links are of the form https://regi.amcboston.org/xxx. This link takes you to this event’s REGI page.
On the REGI page of the event you are interested in, you will find basic information about the event: name, description, a gear list, and specific questions, such as whether you have the listed gear, and your carpooling details. Enter the requested information and click Sign Up For This Event. Your registration status will be listed as SUBMITTED under your My Events page until the leader approves you for the event. If you are Approved, your status under My Events will be changed to APPROVED and you will receive an automated email noting the update.
An event is marked “FULL”. Can I still register?
The short answer is “no”. Here is what the different event statuses mean:
  • OPEN: This event is currently accepting new registrations.
  • WAIT LIST: All the spots on the event are taken. However, you can still sign up to be on the wait list, and if someone else cancels out of the event you will be notified.
  • FULL: All the spots on the event are taken. No more registrations are being accepted, not even for the wait list.
  • CANCELLED: This event has been cancelled.
“My Status” is “APPROVED”. What does that mean?
My Status is short for My Registration Status. It tells whether you have been approved for that particular event. Here is what the different statuses mean:
  • SUBMITTED: You have registered for the event. Your approval for this event is pending.
  • APPROVED: You made the list. You’re in. You’re going. You’ll have a great time.
  • WAIT LIST: All the spots on the event are taken. However you have been added to the wait list. If someone cancels out of the event you will be notified.
  • CANCELLED: You have cancelled your attendance for this event.
When will I know if I have been approved for an event?
Once the leader has had a chance to review your application, your registration status will be updated toeither "APPROVED" or "WAITLIST". You will receive an automated email sent to your profile email address to notify you of the status change. You can also check the My Status column under your My Events page.
What do I do if I’m WAITLISTED?
If a spot opens up on the event, the leader will contact you to offer you a spot. If you are taken off the waitlist, your registration status will switch to “APPROVED” and you will receive an automated email to this effect.
How do I cancel out of a trip?
If you need to cancel your registration, email the leader ASAP so that he or she can cancel you from the trip and open the event to others. Once the leader cancels your registration, you will receive an automated email that your registration status has been updated to CANCELLED.
How do I get a ride or offer a ride?
When you register for an event, the REGI system will ask whether you can offer others a ride or if you need a ride yourself. Once you are approved for the event, you will be able to see other participants’ carpooling information. Who is coming, where they are coming from, whether they are offering or requesting rides, and their email address. You can then email them and offer to carpool with them.
How do I become a LEADER so I can create REGI trips?
To create REGI trips, you must have LEADER privileges on the REGI site. When you create your account, be sure to answer YES to “Are you a current AMC H/B Leader or Coleader?” This checkbox sends an email to the webmaster so they will allow you to create new events in REGI. To gain LEADER privileges with an existing account, Simply send an email to amcbostonhbs@gmail.com. This is the user support email for REGI. One of the online support volunteers (currently Casey Ajalat & Gary Schwartz) will get back to you as soon as possible to upgrade your account. Once they verify that you are indeed an AMC Leader, they will grant you the ability to create new trips in the system. Once they email you back saying you can create events now, LOG OUT of REGI, and log back in. You will now have a Create New Event tab at the top of REGI. Once logged in with LEADER privileges, this support page will display additional information specific to REGI event management.

REGI Leader Guide

This section contains information to help REGI leaders, coleaders, and registrars understand how to create REGI events, and how to approve and contact participants.
Creating a REGI Page for a New Event
To create a REGI page for a new event or trip, log in and click Create New Event on the navigation bar at the upper right. You are now in the Event Admin screen, which is only available to leaders. Supply information about the trip. Most of the information you enter is publicly viewable by anyone. However, the Confirmation Page is only visible to approved participants after they sign up for the event. And Participant Info is only be visible to participants who have been approved for the event, so this section is ideal for such information as meeting place and time, directions to the trail head, etc.
The default “Event Status” when you create a trip is “OPEN”. This status means that, if users click on your registration link, they will be allowed to register. If you wish to defer the opening of registration, set event status to "PENDING", which prevents new registrations, and update it to “OPEN” later. “WAIT LIST” will allow registrants to register, just like “OPEN”, but lets them know that the trip is already full. All other statuses (“FULL”, “CLOSED”, “CANCELLED”) do not allow new registrations.
Applicants are automatically asked if they have the required gear, if they have questions or comments, and for their carpool details. You can also enter an Additional Event Question if you have another question you want to ask participants when they sign up.
Program Info
Assuming your trip is NOT part of the H/B Spring Hiking Program or Winter Hiking Programs, select This is a STANDALONE EVENT. and leave the program ID box blank.
Payment
Payment is not currently handled through REGI. The current recommended process for paid events is to handle payments directly with participants. In the case of H/B sponsored programs (WHP, SHP, SLP, WFA), a PayPal account will be made available.
Finish and Publicize your REGI Link
Click the Create New Event button to create the REGI page. You will be returned to the same page with one additional field: Registration URL, listed right beneath the event name. This is where your event lives in cyberspace, so copy this link for inclusion in the event listing on outdoors.org. Do NOT use the admin link at the top of the page or the registration link in the browser window.
Updating the REGI Page
At any time, you can return to the trip administration page and make any updates to the event. Select the event from your My Events page. Select the Admin tab from the left side of the screen (this tab is only visible to Leaders, CoLeaders, and Registrars for this trip.) Now you can update trip details. Click the "Update Event" button to save any changes that you make to the trip.
Processing Sign-ups
You can log in to the site anytime to change the enrollment status of participants. Select the event from your My Events page. Select the Roster tab from the left side of the screen (this tab is only visible to Leaders, CoLeaders, and Registrars for this trip.) Additionally, each time a new participant registers for your event, all leaders and co-leaders for that event will receive an automated email notification (sent to your profile email address). This email will include a link to the Roster page.
Here on the Roster page you will find a table of applicants to your trip. Screen the people with status SUBMITTED. As you screen registrants, you may change their status to: APPROVED, WAIT LIST, or CANCELED. IMPORTANT: You must click on “Update Sign Up Sheet” at the bottom of the page each time you want to make changes to participants’ enrollment status.
Other trip leader/co-leader registration
Fellow co-leaders and registrars must sign up for the event just like all other participants. Once they have signed up, log in to the system and go to the Roster page for the event. Using the pull-down menus to the far right of each person’s entries, change their status by selecting either LEADER, CO-LEADER or REGISTRAR. Once you change the status of a participant, they will be sent an automated email notifying them of the change. Leaders, Co-Leaders and Registrars of this particular event all have access to this event’s Admin page.
Notes Section
You may use the notes section to provide information on screening, contact with participants, or payment for participation in a program or an event. To save changes to Registration Status or Notes, click the Update Roster button at the bottom of the page.
Changing an Event’s Status
You can stop accepting applications by setting Event Status to FULL on the event’s Admin page. This will prevent future sign-ups. As noted above, setting the trip to “WAITLIST” will allow participants to register and for you to accept them if there are cancellations. Therefore, this will be the most common selection once a event fills since cancellations are not uncommon.
Export Roster
You can print all the participants’ information to take with you on the trip. Select the event from My Events Then select the Roster tab from the left side of the screen (this tab is only visible to Leaders, CoLeaders, and Registrars for this trip.) Scroll down to th bottom where it says Export Roster. You can choose from either a Microsoft Excel spreadsheet or a tab-delimited text file.
This will allow you to sort the list by registration status, last name, payment status, etc.

Frequently Asked Questions (Leaders)

Once I create a REGI page, how do I get it posted to outdoors.org and included in HB Announce?
Bring up your event’s REGI page, click the “Share” button and follow the instructions.
What is the easiest way to email all participants on a trip?
Go to the event’s Roster page, scroll down to the bottom, and click the link called Email Approved Participants. If your email client does not automatically open when you click this link, right-click the link and select Copy Email Addresses. Then compose an email and paste the email addresses into the “TO” field.

About REGI

REGI is currently hosted at https://regi.amcboston.org/ The application was originally developed in LAMP (Linux, Apache, MySQL, PHP) and HTML in 2010 by Dirk Koechner, a long time AMC Boston chapter member and outdoor enthusiast. Then in June 2011 Jack Desert stepped up to add more features and improve the look and feel of the site. It is currently being maintained by an AMC member, Casey Ajalat.