The Swim England Registration module is a tool used by organisations to track registrations, look at member information, set categories for members, raise invoices and copy information to the Swim England OMS.
How to Set Categories
Members can be added to categories in bulk. This information is displayed in the Swim England Category column.
Click Org Tools > Swim England Registration in the left-hand navigation menu.
Use the checkboxes next to each name to select the members to add to a category.
Use the search function to narrow down your search if desired.
Click Edit > Multi-Edit.
Select Set Swim England Category.
Choose the category from the drop-down menu. The choices are Club Train, Club Compete, and Club Support.
If any other items apply to this group of members, they can also be selected.
Click Save.
How to Raise Invoices
By setting Swim England Categories, raising invoices is much easier.
Click Org Tools > Swim England Registration in the left-hand navigation menu.
Use the checkboxes next to each name to select the members to add to a category.
Use the search function to narrow down your search if desired.
Click Edit > Multi-Edit.
Select Set Swim England Fee.
The fees automatically populate according to the fees set in the "Swim England Fee Setup."
If the fees are correct, click Save.
How to Set or Update the Swim England Fee Amount
Click Business Tools > Swim England Fee Setup in the left-hand navigation menu.
Adjust the fee amount for each category as required.
Click Save Changes.