Review best practices and share them with other team administrators to get the most out of the system for the upcoming season, helping plan and run the team.
Credit Card Processing
If your team is not using credit card processing, please contact us to learn more about this feature.
Online Registration
If a past registration is available, we recommend cloning last season's registration setup for the new registration. If no previous registration is available, click here to view the steps to create a registration.
If the Registration Admin section is not activated on the site under Org Tools, please contact us to learn more about activating it.
Setting up Events, Meets, & Jobs
Click here to view the steps to create a new event or meet.
To view the steps to create job signups, click here.
Communication
Managing Website Content
Check the Website Design Overview to learn more about the website's content.
Review Org Profile & Settings
Navigate to Business Tools > Org Profile & Settings to review Additional Data Fields, Member's Ages settings, and more.
End of Season Clean Up
Roles and Permissions
Review and update your organization's current roles and permissions to ensure proper access.
For those no longer on the team, edit the account to remove their roles.
Navigate to Org Tools > Permission Management to review and manage custom roles and their permissions.
If a new administrator joins the team, ensure a Superuser creates an account for them and assigns the proper role and permissions to grant the desired access.
Classes
Classes that reach the end date are automatically categorized as past classes. They can be found on the Classes Admin page and by selecting Past Classes on the Active Classes dropdown. To update the class date, click the gear icon by the class title and click the Class Date/Time tab.
Billing Setup
Click Business Tools > Billing Manager > Billing Setup to ensure that all the fees, charge categories, and plans are set up properly for the upcoming season.