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Seasonal Admin Setup
Seasonal Admin Setup
Updated over 5 months ago

Review best practices and share it with other administrators of the team 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 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 on how to create a new event or meet.

To view the steps to create job signups, click here.

Communication

Click here to view the steps for sending text messages. To communicate via email, click here.

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 Member's Ages settings and other fields.

End of Season Clean Up

Ensure that admin privilege levels are removed for those no longer part of the team. If a new administrator joins the team, ensure a Superuser creates an account for them and assigns the proper admin level.

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 date, click the gear icon by the class title and click the Class Date/Time tab.

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.

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