認識 RegMasterAbout RegMaster

RegMaster 是專為認真辦活動的人打造的線上報名系統。本手冊寫給主辦方與其團隊成員，帶你走完從登入、建立活動、設計表單、收費，到報名管理、錄取、報到與評分的完整流程。

RegMaster is an online registration platform built for people who run events seriously. This manual is for organisers and their team members, walking you through the full journey — sign in, create an event, design the form, collect fees, then manage registrations, accept teams, check in, and score.

RegMaster 能幫你做什麼

What RegMaster does for you

登入與主辦後台Sign In & Console

用主辦方帳號登入後即進入主辦後台。後台左側為固定導覽列，分「概覽」與「管理」兩區。

Sign in with your organiser account to enter the console. A fixed left navigation is split into "Overview" and "Manage".

登入方式

Ways to sign in

• 帳號密碼：在登入頁輸入帳號與密碼，可勾「30 天內保持登入」。Username & password: on the login page; tick "Keep me signed in for 30 days" if you like.
• Google／LINE：若你的帳號已綁定社群登入，可一鍵登入。Google / LINE: one-click sign-in if your account is linked.
• 登出：左側欄底部的「登出」。切換帳號時會回到登入頁。Sign out: at the bottom of the left nav. Switching accounts returns to the login page.

左側導覽

Left navigation

主辦儀表板Dashboard

登入後的首頁。上方有依台北時間的問候語與當日日期，下方彙整你所有活動的關鍵數字與進行中活動清單。

Your home after sign-in. A Taipei-time greeting and today's date sit on top, with key totals across all your events and a list of active events below.

建立活動Create an Event

在「所有活動」頁點右上角的建立活動，填三個基本欄位即建立。

On the "All events" page, click Create event at the top right and fill three basics.

活動總覽（Hub）Event Hub

每個活動都有一個總覽頁，是該活動所有功能的入口。左側「本活動」導覽會列出設定、表單設計、報名管理、帳務、評分、報到、證書等分頁。

Every event has a Hub — the entry point to all its tools. The "This event" nav lists Settings, Form Builder, Registrations, Billing, Scoring, Check-in, Certificates and more.

基本設定與時間Basics & Dates

活動設定頁分多個分頁。「基本」分頁處理名稱、類別、活動說明、開放報名時間、截止時間與活動日期（含多梯次）。

The Settings page has several tabs. "Basics" covers name, category, description, open time, deadline, and the event date(s) — including multiple sessions.

活動說明與 AI 摘要

Description & AI summary

活動說明支援多段文字。儲存時，系統可用 AI 產生一段適合公開頁 hero 的精簡摘要 — 這是草稿，需你按「核准發布」後才會公開。The description supports rich text. On save, the system can draft a concise summary for the public hero — it's a draft and only goes live after you click "Approve & publish".

時間：開放、截止、活動日

Times: open, deadline, event date

• 開放報名時間：可指定未來某時刻自動開放，或勾「即日起」立即開放。Open time: schedule a future moment, or tick "Open now" for immediate opening.
• 報名截止：到時間後公開頁顯示「已截止」。Deadline: after this the public page shows "Closed".
• 活動日：單日活動填一個日期；多梯次活動改用「梯次」清單。Event date: a single date for one-day events; use the "Sessions" list for multi-session events.

多梯次（場次）

Multiple sessions

切到多梯次模式後，可新增多個梯次，各自有名稱、起訖日期時間與該梯名額。報名者在第 1 步選擇要報名哪個梯次。系統會擋下「結束早於開始」的梯次。Switch to multi-session mode to add sessions, each with a name, start/end datetime, and its own capacity. Registrants pick a session in step 1. Sessions where "end is before start" are rejected on save.

組別、年齡與隊名Groups, Age & Team Name

在「組別」分頁設定報名分組、各組年齡規則，以及是否要求隊名。

The "Groups" tab sets registration groups, per-group age rules, and whether a team name is required.

新增組別

Add groups

從預設組別下拉選一個（如國中組、高中組）後按「＋新增組別」，或選「自訂」建立自訂名稱。報名者在第 1 步從你建立的組別中選擇。Pick a preset (e.g. Junior, Senior) and click "+ Add group", or choose "Custom" for a custom name. Registrants pick from your groups in step 1.

年齡規則（報名時自動驗證）

Age rules (auto-checked at registration)

每個組別可設年齡上下限（或允許出生日期範圍）。報名時系統會用學員生日自動驗證，不符會被擋下並提示。Each group can set min/max age (or an allowed birth-date range). At registration the system auto-validates against each student's birthday and blocks mismatches with a clear message.

是否要求隊名

Require a team name?

開啟「要求中文隊名」後，報名第 1 步會出現必填的隊名欄；關閉則整個隊名區塊隱藏。沒有隊名的個人報名，後台會以報名者姓名辨識。Turn on "Require a Chinese team name" to show a required team-name field in step 1; turning it off hides the whole block. For nameless individual entries, the console identifies them by the registrant's name.

報名表單設計Form Builder

拖拉式表單設計器，原則是「1 區塊＝1 人」：每個學員、每位指導者各一個區塊。左側欄位面板拖到中間畫布，右側檢視器設定該欄位。

A drag-and-drop builder with one rule: "1 block = 1 person" — one block per student, one per coach. Drag fields from the left palette onto the canvas, then configure them in the right inspector.

內建欄位 vs 自訂欄位

Built-in vs custom fields

面板裡的內建特殊欄位（中文姓名、Email、生日、身分證、電話…）帶有對應的驗證與系統用途；你也可以新增自訂欄位（文字、下拉、單複選、日期…）。建議 Email 與生日盡量用面板裡的內建欄位，系統才能正確寄信與驗證年齡。Built-in special fields in the palette (name, Email, birthday, ID, phone…) carry their own validation and system purpose. You can also add custom fields (text, dropdown, choices, date…). Prefer the built-in Email and Birthday so the system can email and age-check correctly.

開放報名的前置條件

Prerequisite to open registration

欄位驗證規則Field Validation

內建特殊欄位在報名時會自動驗證格式，把錯誤擋在報名當下，省去事後清資料。

Built-in special fields validate at registration time, catching mistakes upfront instead of cleaning data later.

收費、折扣與退費Fees, Discounts & Refunds

「收費」分頁設定報名費項目、折扣碼、退費政策與付款方式。

The "Fees" tab sets fee items, discount codes, refund policy, and payment methods.

費用項目

Fee items

可加多個收費項目，系統自動加總為報名費。費用不可為負數（後端會擋）。Add multiple fee items; the total becomes the registration fee. Negative amounts are rejected by the server.

付款方式

Payment methods

• PayUNI 線上付款：報名者線上刷卡，平台代收，扣手續費後依週期匯款給你。PayUNI online: card payment collected by the platform; paid out to you on a cycle after fees.
• 銀行／ATM 轉帳：填寫你的收款銀行、帳號與戶名；報名者直接匯入你的帳戶，不經平台。Bank / ATM transfer: enter your bank, account and holder name; registrants transfer directly to you, bypassing the platform.

折扣碼

Discount codes

可建立折扣碼（定額或比例），設定使用上限。報名者在付款頁輸入後，金額即時重算。折扣碼在「套用當下」即消耗一次使用次數（每隊每碼僅扣一次）。Create codes (fixed or percentage) with a usage cap. Registrants enter a code on the payment page and the total recalculates instantly. A code consumes one use the moment it's applied (once per team per code).

退費政策

Refund policy

從法規範本（旅遊型、課程型）或平台建議範本選一個，系統自動帶入「距活動天數 → 退費比例」級距，可再優待但不得低於法定下限。報名者線上申請退費時依此試算。Pick a statutory template (travel, course) or the platform's suggestion; the system fills the "days-to-event → refund %" tiers. You may be more generous but not below the legal floor. Registrant refund requests are quoted from this.

名額與候補／正取模式Capacity & Acceptance Mode

「進階」分頁設定報名上限與「允許候補」模式 — 這決定額滿後怎麼處理、以及正取名單怎麼產生。

The "Advanced" tab sets the capacity and the acceptance mode — how overflow is handled and how the accepted list is formed.

報名上限

Capacity

0 = 無上限。多梯次活動的總上限是各梯次名額的加總，請在「梯次」區塊調整各梯。0 = unlimited. For multi-session events, total capacity is the sum of each session's cap — adjust them in the Sessions block.

三種錄取模式

Three acceptance modes

開放報名與分享Open & Share

設定完成後，把活動設為可見並開放報名，再把公開連結分享出去。

When configured, make the event visible and open, then share the public link.

報名管理與統計Registrations & Stats

報名管理頁有統計圖卡與報名列表。可檢視/編輯每筆報名詳情、寄送信件、刪除、CSV 匯入。

The Registrations page has stat cards and a list. View/edit each entry's detail, send mail, delete, or import from CSV.

檢視與編輯詳情

View & edit detail

點「檢視詳情」可看完整成員欄位（依表單設計顯示，含自訂欄位）。擁有者與管理者可進入編輯模式修改，每一筆修改都會記錄到操作紀錄（由 XX 改為 OO），且只送出實際變更的欄位，避免覆寫。"View detail" shows all member fields (per your form, including custom ones). Owners and managers can edit; every change is written to the audit log (from X to Y), and only changed fields are submitted to avoid overwriting.

CSV 匯入

CSV import

可用 CSV 批次匯入報名。匯入會遵守活動的錄取模式：自訂正取模式下，匯入的隊伍同樣進「審核中」，由你再勾選正取。Bulk-import registrations via CSV. Imports follow the acceptance mode: in custom-acceptance, imported entries also enter "Pending review" for you to accept.

自訂正取（勾選錄取）Custom Acceptance

當活動設為「自訂正取」模式時，正取名單由你決定，而非先到先得。流程如下。

When the event uses "Custom acceptance", you decide who's accepted — not arrival order. Here's the flow.

帳務與代收轉付Billing & Payouts

帳務頁彙整應收、已收、待收與收款率，並提供確認付款、退費、平台代收轉付申請。

Billing summarises receivable / collected / pending / collection rate, and handles payment confirmation, refunds, and platform payout requests.

確認銀行轉帳付款

Confirm bank-transfer payments

報名者轉帳後，你可逐筆確認付款Confirm（成功會有提示並刷新）。也可用快速對帳：輸入轉帳帳號末 5 碼，系統自動把末碼相符且未確認的隊伍標記為已確認。After a transfer, confirm each entry with Confirm (a toast confirms and refreshes). Or use quick reconcile: enter the last 5 digits of the sender's account and matching unconfirmed entries are auto-confirmed.

退費

Refunds

• 單筆退費：已付款的隊伍可由主辦方主動退費（全額或部分），以折後實付為上限。Single refund: refund any paid team (full or partial), capped at the amount actually paid.
• 一鍵退款（備取／未正取）：當有「已付款但未獲正取（審核中）或備取」的隊伍時，會出現↩ 一鍵退款，可一次全額退款所有未錄取者。Bulk refund (waitlist / not accepted): when paid-but-not-accepted or waitlisted entries exist, a ↩ Refund all button fully refunds them in one click.

線上付款走 PayUNI 退刷；銀行轉帳則由系統標記「已退費」、由你自行匯退。退費會寄出通知信（未獲正取者附「未獲錄取」說明）。Online payments are reversed via PayUNI; bank transfers are marked "Refunded" for you to remit. A notification email is sent (with a "not accepted" note for those not selected).

平台代收轉付（僅 PayUNI 線上付款）

Platform payouts (PayUNI only)

PayUNI 線上付款由平台代收，扣除方案手續費後依週期匯款給你。你可在帳務頁勾選各報名收款明細、申請匯款；銀行轉帳不在此列（款項已直接進你的帳戶）。PayUNI payments are collected by the platform and paid out on a cycle after plan fees. Pick collected items and request a payout in Billing; bank transfers are excluded (funds already reach you directly).

退費機制與流程（設計說明）

How refunds work (the design)

退費可能由報名者線上申請、或由主辦方主動發起。系統會依「原付款方式」與「PayUNI 關帳狀態」自動選擇正確的退款動作，並依「是否有報名者申請」自動決定要不要取消報名、釋出名額。整體流程如下：A refund can start from a registrant's online request or from you (the organiser). The system automatically picks the correct reversal action based on the original payment method and PayUNI's settlement state, and decides whether to cancel the registration and free its slot based on whether a registrant request existed. The full flow:

兩個退費入口的差別

Two refund entry points

公告與 EDMAnnouncements & EDM

向報名者群發通知信（活動提醒、注意事項、結果公告）。

Send mass emails to registrants (reminders, notices, result announcements).

• 建立公告活動，撰寫主旨與內容，選擇收件對象（例如全部、僅正取、僅某組別）。Create a campaign, write subject and body, pick recipients (all, accepted only, a specific group…).
• 系統用報名表單的 Email 欄位寄送，因此表單需有有效 Email。Emails use the form's Email field, so the form must collect a valid Email.

QR 報到QR Check-In

活動當天用 QR 報到。報名成功信內含 QR 碼，工作人員掃碼或輸入報名編號即可報到，並可逐一核對到場成員。

Check in on event day via QR. The confirmation email carries a QR code; staff scan it (or type the ID) to check in and tick off who actually attended.

• 掃碼／搜尋：掃 QR 或輸入報名編號叫出該隊，勾選到場成員後確認。Scan / search: scan the QR or type the ID, tick attendees, confirm.
• 最近報到紀錄：報到成功會即時出現在面板，時間為台北時間。Recent check-ins: appear instantly in the panel, in Taipei time.
• 開放時間窗：自助報到須在設定的時間窗內；可選開啟 GPS 地理柵欄（在地圖點選會場、設半徑，免金鑰），限制只能在會場附近報到。Open window: self check-in is allowed only within the set window; optionally enable a GPS geofence (pick the venue on the map and set a radius, no API key) to limit check-ins near the venue.

評分Scoring

建立多層評分量表、分派評審，並以公平管線得到排名。多評審評分為 Pro／Team 方案功能。

Build a multi-level rubric, assign judges, and rank with a fair pipeline. Multi-judge scoring is a Pro/Team feature.

評分量表

Rubric

建立最多三層樹狀量表（主項目 → 細項 → 子細項）。每層權重需加總 100%（系統即時驗證）；葉項目設滿分、可記錄次數、多次取值方式與正規化方式（預設 t 分布）。Build up to three levels (main → sub → leaf). Each level's weights must sum to 100% (validated live). Leaf items set max score, record count, aggregation, and normalisation (default t-distribution).

評審組群與分派

Panels & assignment

建立評審組群，指定報名組別、該組評審與負責隊伍。只有管理者與評審角色可被指派為評審。若你（擁有者或管理者）也被指派，評分頁會出現🎯 以評審身分評分入口。Create panels with a group, its judges, and assigned teams. Only manager and judge roles can be assigned. If you (owner/manager) are assigned, a 🎯 Score as judge entry appears.

公平性開關

Fairness

• 評審可看到即時排名：預設關閉，避免分數互相錨定。Judges see live ranking: off by default to avoid anchoring.
• 評審可看到報名者個資：預設關閉，關閉時評審只看到代稱。Judges see registrant info: off by default; judges see aliases only.
• 合併方式、去極值（去最高最低）可設定；備取與審核中隊伍不列入評分名單。Aggregation and trim-extremes are configurable; waitlisted/pending teams are excluded from scoring.

結果與排名口徑

Results & ranking

證書與名牌Certificates & Badges

用設計器排版證書或名牌，再批次套用報名資料產出 PDF。證書／名牌為 Pro／Team 方案功能；工作人員角色也可使用。

Lay out certificates or badges in the designer, then batch-merge registration data into PDFs. A Pro/Team feature; the staff role can use it too.

• 選範本、放文字與圖片欄位，文字可用 token（如姓名、隊名、稱謂、名次）自動帶入每筆資料。Pick a template, place text/image fields; text tokens (name, team, salutation, rank) auto-fill per entry.
• 對象範圍可選「僅指導者」，搭配稱謂 token 即可批次產出感謝狀。Scope can be coaches only — combined with a salutation token, this produces thank-you certificates.
• 可開放報名者自助下載，並可限定「僅已報到者」才能下載。Optionally let registrants self-download, and restrict to checked-in entries only.

AI 助理AI Assistant

RegMaster 內建兩種 AI：對外的「活動小幫手」與對內的「主辦後台 AI 助理」。

RegMaster has two assistants: a public "Event helper" and an internal "Console AI".

方案與授權Plans & License

「方案與授權」頁顯示你目前的方案、額度與到期日，並可輸入授權碼升級。

The "Plans & license" page shows your current plan, quota and expiry, and lets you activate a license code to upgrade.

帳戶與團隊成員Account & Members

「設定」頁分多區：個人資料、收款帳戶、成員與權限、安全與登入。

The "Settings" page has sections: profile, payout account, members & roles, security & sign-in.

個人資料與機構資訊

Profile & organisation

填寫顯示名稱、機構名稱、Email、電話。這些會用於報名頁、發票、Email 通知，也會給 AI 助理當作回覆報名者時的官方聯絡資訊，建議補齊。Set display name, organisation, email, phone. These appear on the registration page, invoices and emails, and feed the AI assistant as official contact info — fill them in.

收款帳戶

Payout account

平台代收的 PayUNI 報名費（扣手續費後）會匯入此帳戶，務必填寫正確。Platform-collected PayUNI fees (after charges) are remitted here — make sure it's correct.

團隊成員與權限（Pro／Team）

Team members & roles (Pro/Team)

邀請成員協助管理，分三種角色：Invite members to help, in three roles:

報名者端體驗Registrant Experience

了解報名者看到什麼，能幫你回答常見問題。報名者透過「我的報名」（/my.html）用 Email 或電話查詢自己的報名，無需另外註冊帳號。

Knowing what registrants see helps you answer their questions. Registrants use "My registrations" (/my.html) to look up their entry by email or phone — no separate account needed.

報名流程（報名者視角）

Sign-up flow (registrant view)

「我的報名」能做什麼

What "My registrations" offers

• 查詢與狀態徽章：用 Email／電話查到報名後，會看到狀態徽章 — 審核中、已錄取、未獲錄取或備取 N。Lookup & status badges: after looking up by email/phone, registrants see a badge — Pending review, Accepted, Not accepted, or Waitlist N.
• 付款／補款：未付款者可線上付款；已退費的報名不會再被引導去付款。Pay / top-up: unpaid entries can pay online; refunded entries are no longer prompted to pay.
• 線上申請退費：依你設定的退費政策即時試算（以折後實付為基準），送出後你會在帳務看到。Online refund request: quoted live from your refund policy (based on amount actually paid); requests appear in your Billing.
• 證書自助下載：若你開放，報名者可自行下載 PDF（可限已報到者）。Self-download certificates: if you enabled it, registrants download their PDF (optionally check-in gated).

常見問題FAQ

主辦方最常問的幾個問題。更多操作性疑難可用上方「問題快速定位」。

The questions organisers ask most. For operational issues, use "Quick Problem Finder" above.

Q. 報名上限存檔後數字會不見嗎？

Q. Does the capacity number disappear after saving?

不會。報名上限會被正確保存；多梯次模式下，總上限是各梯次名額的加總，請於「梯次」區塊調整各梯。No. Capacity is saved correctly; in multi-session mode the total is the sum of session caps — adjust them in the Sessions block.

Q.「自訂正取」和「依報名順序正取」差在哪？

Q. Custom acceptance vs. by-order?

依報名順序＝額滿前先到先得、額滿後自動候補；自訂正取＝全部付款後進「審核中」，由你逐一勾選正取（勾選即扣名額、寄錄取信、單向鎖不可改回）。詳見〈名額與候補／正取模式〉與〈自訂正取〉。By-order = first-come-first-served then auto-waitlist; custom = everyone pays into "Pending review", then you accept one by one (uses a slot, sends an email, one-way lock). See the Acceptance and Custom Acceptance sections.

Q. 套了折扣碼，退費以原價還是折後計？

Q. After a discount, are refunds on full price or paid amount?

以折後實付金額為基準，不會以原價多退。Always the amount actually paid after discounts — never the list price.

Q. 銀行轉帳的款項會被平台代收嗎？

Q. Are bank transfers collected by the platform?

不會。銀行／ATM 轉帳由報名者直接匯入你的帳戶，不經平台、不計入代收轉付。只有 PayUNI 線上付款由平台代收。No. Bank/ATM transfers go straight to your account, bypassing the platform. Only PayUNI online payments are platform-collected.

Q. 未獲正取的人怎麼退費？

Q. How do I refund people who weren't accepted?

在帳務頁點「備取／未正取 一鍵退款」，可一次全額退款所有已付款但未錄取者，並寄出附「未獲錄取」說明的退費通知。In Billing, click "Refund all waitlisted / pending" to fully refund every paid-but-not-accepted entry and send a notice with a "not accepted" note.

Q. 評審看得到別隊的分數或排名嗎？

Q. Can judges see other teams' scores or ranking?

預設看不到。「評審可看到即時排名」與「評審可看到報名者個資」皆預設關閉，避免分數互相錨定。No by default. "Judges see live ranking" and "Judges see registrant info" are both off by default to avoid anchoring.

Q. 總排名的分數和名次看起來對不上？

Q. The score and rank seem inconsistent in the overall list?

總排名以「原始加權分」排序（跨組可比），分數欄顯示的也是原始加權分；分組檢視則顯示組內正規化分。未評分與備取／審核中不列入排名。Overall ranks use the raw weighted score (comparable across groups), shown in the score column too; the in-group view shows normalised scores. Unscored and waitlisted/pending teams aren't ranked.

Q. 證書可以發給指導老師（感謝狀）嗎？

Q. Can certificates go to coaches (thank-you cards)?

可以。匯出時對象範圍選「僅指導者」，文字用稱謂 token 帶出職稱，即可批次產出感謝狀。Yes. Set the export scope to "coaches only" and use a salutation token to batch-produce thank-you certificates.