Configuration: SheerID

Certain discounted passes and products require validation of customer military and/or student status. Aspenware integrates with SheerID to enable student/military validation. Once received, codes from SheerID enable certain restricted products to be purchased on the ecommerce site. 

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

Prerequisite Tasks

This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.

POS Tasks

RTP - The product must be a fully configured product in the POS system and able to be sold in ONE|Resort.

• See product shell Configuration: Product Shell documentation for RTP’s general product configuration requirements.

• Setup an Instructor Activity for each Start Time.

  • This is required because Aspenware uses the Default Start Time of the Instructor Activity.

• Product Component is configured as a Private Lesson Component type and linked to each Instructor Activity.

  • ‘Allow No Instructor Booking’ is marked on the Private Lesson tab of the Private Lesson Product Component.

• Create five Prompts to link to AWC. Take note of the code as this will be added into AWC at a later step.

  • Ability level

  • Phone number

  • Number of Students

  • Comments

  • Instructor request

Aspenware Commerce Tasks

1. Add the Private Lesson Profile specification attributes:

If not already configured, specification attributes must be created in order to configure prompts.

• To add the required specification attributes, go to Catalog > Attributes > Specification attributes > Add new

• Ensure the Attribute info drop-down is expanded > in the Name field enter the attribute name exactly as spelled in the examples below > click Save and Continue Edit

• Ensure the Options drop-down is expanded > click Add a new option > in the Name field enter the option name exactly as spelled in the examples below > click Save

Specification Attribute Name	Option Name	Image Example (click to image to expand)
Student Count [Custom] [Prompt]	Student Count
Private Lesson Requires Ability Ski [Custom] [Prompt]	Ability Level
Instructor Comment [Custom] [Prompt]	Instructor
Private Lesson Phone [Custom] [Prompt]	Phone Number
Private Ski Lesson Optional Comment [Custom] [Prompt]	Comment

2. Configure Private Lesson Prompts

If not already set up, configure the private lesson prompts.

• To configure the prompts go to Aspenware Commerce > Prompts > then find the Private Lesson Prompts and click Edit next to each one at a time.

• Modify the following values using the table below as a guide:

  • Unity Code: This should match RTP’s Prompt code from setup in prerequisite tasks.

  • Description: Enter the name of the prompt that you want to be displayed to guests in checkout.

  • Prompt Type: Select between “List” or “String” based on the prompt (see table below).

  • List Options: If “List” is selected for the Prompt Type, then enter the first selection guests will see from the drop-down in checkout. Then click Add. Repeat these steps to add multiple options in the dropdown.

  • Display Order: The default value is zero but this can be optionally set to higher values. The higher values will display after the lower values on the checkout screen.

  • Required: Check this box if the guest must make a selection in order to complete checkout. If the guest does not need to make a selection for this prompt, leave it unchecked.

Key	Unity Code	Description (can be edited)	Prompt Type	List Options	Required	Display order	Image example (click to enlarge
Student Count [Custom] [Prompt]	RTP’s Prompt code	Number of Students	List	{enter the numerical value(s) that guests will be able to select from}	Check	Default is 0 and higher values will display after lower values
Private Lesson Requires Ability Ski [Custom] [Prompt]	RTP’s Prompt code	Ability Level	List	{enter alphanumerical options}	Check	Default is 0 and higher values will display after lower values
Private Lesson Phone [Custom] [Prompt]	RTP’s Prompt code	Phone Number	String	N/A	Uncheck	Default is 0 and higher values will display after lower values
Private Ski Lesson Optional Comment [Custom] [Prompt]	RTP’s Prompt code	Comments?	String	N/A	Uncheck	Default is 0 and higher values will display after lower values
Instructor Comment [Custom] [Prompt]	RTP’s Prompt code	Instructor Request	String	N/A	Uncheck	Default is 0 and higher values will display after lower values

Detailed Setup Guide

This section describes all required steps to set up the feature after prerequisite tasks have been completed.

1. Modify Prompts

The Prompts screen can be used to modify private lesson prompts to change the name and available selections guests see during checkout.

• To modify private lesson prompts go to Aspenware Commerce > Prompts > then find the desired Private Lesson Prompt and click Edit next to it.

• Modify the following values using the table below as a guide:

  • Unity Code: This should match RTP’s Prompt code from setup in prerequisite tasks.

  • Description: Enter the name of the prompt that you want to be displayed to guests in checkout.

  • Prompt Type: Select between “List” or “String” based on the prompt (see table below).

  • List Options: If “List” is selected for the Prompt Type, then enter the first selection guests will see from the drop-down in checkout. Then click Add. Repeat these steps to add multiple options in the dropdown.

  • Display Order: The default value is zero but this can be optionally set to higher values. The higher values will display after the lower values on the checkout screen.

  • Required: Check this box if the guest must make a selection in order to complete checkout. If the guest does not need to make a selection for this prompt, leave it unchecked.

Key	Unity Code	Description (can be edited)	Prompt Type	List Options	Required	Display order	Image example (click to enlarge
Student Count [Custom] [Prompt]	RTP’s Prompt code	Number of Students	List	{enter the numerical value(s) that guests will be able to select from}	Check	Default is 0 and higher values will display after lower values
Private Lesson Requires Ability Ski [Custom] [Prompt]	RTP’s Prompt code	Ability Level	List	{enter alphanumerical options}	Check	Default is 0 and higher values will display after lower values
Private Lesson Phone [Custom] [Prompt]	RTP’s Prompt code	Phone Number	String	N/A	Uncheck	Default is 0 and higher values will display after lower values
Private Ski Lesson Optional Comment [Custom] [Prompt]	RTP’s Prompt code	Comments?	String	N/A	Uncheck	Default is 0 and higher values will display after lower values
Instructor Comment [Custom] [Prompt]	RTP’s Prompt code	Instructor Request	String	N/A	Uncheck	Default is 0 and higher values will display after lower values

2. Add Product Classification(s) to the product

• Go to Aspenware Commerce > Product Classifications > Add Assignment.

• Select the Category and Product from the dropdowns

• If the product has a single start time setup in RTP:

  • Find the Requires Private Lesson Profile product classification and check the box next to it in the Assign column.

  • Click the Add button.

• If the product has defined start time(s) based on an attribute selection on the PDP:

  • Select the category and product.

  • Check the box next to the first start time attribute.

  • Find the Requires Private Lesson Profile product classification and check the box in the Assign column.

  • In the SKU column textbox enter RTP’s component code (not the PHC).

  • Click the Add button.

  • Repeat these steps for the other available start times.