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1SwimOffice
Step 1 - If you are interested in offering Credit Cards, please email [email protected]
• If you already have the gateway but it needs to be re-activated (seasonal teams close down for the remainder of the year) you MUST contact CHFS at least three weeks before you plan to re-activate your gateway.
• EMail - [email protected] CRITICAL put your Team Name (full) and State in the subject line.
Team Admin- Select Team Admin once you have logged in as a SuperUser
Registration Admin – Select Registration Admin
Member Reg Admin– The Member Reg Admin is your first default tab. Stay on this tab to begin.
Add New - Select Add New to begin
Registration - A day in the life...
Step 1 - Starting a new registration
Step 2 - Setting up options
Step 3 - Fee Setup
Registration 101 - What an Account Sees
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Step 2 - Follow the below steps to begin
Online Registration - Check List
Registration Checklist
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Step 3 - Follow the below steps to prepare your athletes for registration - You need to set all ath-letes as waiting for approval. When registration is over you will come back and select all athletes not set to ‘active’ through the registration system and set to ‘suspended’ for the season.
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Online Registration - Check List
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Registration Checklist
Customize Filters - In order to set all athletes as status ‘Waiting for Approval’ you need to use the custom-ize filter option. Select and select ‘Member Status’ and all statuses.
Member Status - Select Member Status on the left to bring up all available statuses on the right.
Status Selection - Select all and then Done to apply.
Athlete Selection - Select all of your athletes to be placed in the single status, ‘Waiting for Approval’.
Multi - Edit Members - Se-lect Edit > Multi Edit Mem-ber and choose the status ‘Waiting for Approval’ and apply.
Best Practice
3SwimOffice
Online Registration - Check List
Account Member Admin - Under Team Admin select this tab to view your accounts.
Accounts Tab - All accounts (parents)
Status - You want to ensure you are emailing the login to only your active accounts since no other status can login to the site. Use your Customize Filters to select Status > Active.
Selection - You can select all, few, or one account to send the login/password.
Email Login - Once you make your selection; select Communicate > Email Login
Password Overview
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Step 4 - Send Login Credentials
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Registration Checklist
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Online Registration - Check List
Email Center - Under Team Admin select this tab for the email center.
Email Message - Select this to select your active accounts and send an email.
Email Center
Step 5 - Email your active accounts that registration is open and you have sent login credentials
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Option 1 - Select to ensure you email all active accounts.
Active Accounts - Select All will highlight all accounts. CTRL/Command > Click will select indi-vidual accounts.
Subject - Enter in subject and fill in the message into your editor. Send.
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Registration Checklist
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Online Registration - Check List
Not Registered - All members (athletes) on your team regardless of status
Member Status - Select the status and search. If you have sent an email to Active Accounts, Tea-mUnify suggests emailing all ‘suspended’ accounts.
Selection - You can select all, few, or one member to send the email. It will go to the Account email address.
Email - Once you make your selection; this button will allow you to create a free form email.
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Step 6 - Email registration invite to all Non Active Accounts
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Registration Admin - Under Team Admin select this tab to view registration.
Manage - Select to access registration manage area.
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Registration Checklist
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Online Registration - Check List
Step 7 - Manage Your Registration
Filters - Set one or many filters and search
Summary - Summary based on filters.
Registration Information - Registrant information including financial adjustment functionality.
Selection Buttons - Place a check mark next to all, few or one account and use the buttons to apply.
Financials - Make your selection to generate your registration financials and information into an Excel spreadsheet.
Step 4 - Manage Registration
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Registration Admin - Under Team Admin select this tab to view your active (in red) registration.
Manage - Select to access registration manage area.
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Registration Checklist
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Online Registration - Additional Resources
Is there a knowledge center where I can get more information on the Online Registration System?
TeamUnify has an extensive knowledge base. Click HERE to access or login to your site and select Help & Training Tools
I really want to offer different payment plans. Can this registration system do that?
Of course and we know how important it is to capture this. Read this FAQ on setting those options.
Can I add a question into the registration process that can adjust the cost?
Absolutely. This is a great feature to collect data and either give a discount or add a charge. Read more by clicking HERE.
Our accounts just love to leave for the season with an outstanding balance. Is there a way to enforce payment during registration?
We also think your accounts should pay you for all of your hard work. Yes, just turn this feature on in the fee setup tab. Read more about it HERE.
Our team has so many problems getting our accounts to sign up for jobs. Do you have any useful tips for getting some help?
We know swim teams run on volunteers. We offer this FAQ on helping you to get your accounts to signup. Don’t forget to add in OnDeck as your job manager. It’s so easy and you’ll look cool doing it.
To say thank you to our Board of Directors and coaches we give their athletes free dues so they don’t really need to register. Do you have a best practice for helping us accomplish this?
We believe your BoD and coaches work incredibly hard and if you can offer this, we offer an easy solu-tion. Read more HERE on how to do this simply and seamlessly.
I really love those tutorials do you have more?
We really love creating them. Login to your site and go to System > Help & Training Tools > Video Tuto-rials Tab.
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Registration Checklist
