Liz Fizer CSR Team Unify
Presented By:

Liz Fizer

Customer Success Representative

Before we jump right into the setup, it is a good idea to take a look at a few other areas of your TeamUnify site first...

A great feature of the Online Registration portal is the ability to clone past registrations. Knowing when to clone can save you time...

Setting up a registration can be a daunting task. TeamUnify help to walk you through the steps to plan your registration in minutes...

It’s time to set up all your payment options and fees you want to collect. This determines your groups, payment methods and more...

In this next section we will help you customize the Account Setup and Member Selection steps in your registration process, these customizable areas...

Testing your registration setup is an important part of the registration process. This process allows you to view how your users will see the registration...

We will help you to prepare you swimmer database, turn on your registration, help you to send out Email Login Instructions and send...

Managing the registration process is quick and simple using the Manage area of the Online Registration process...

Tips & Tricks

  • Do you want to collect how often an account would like to pay? For instance Annually or Monthly? Use the "Setup Payment Options for Groups" under Fees Setup tab to capture this information.
  • Event Registration allows you to run multiple registrations for events like BBQs, Christmas Parties and Stroke Clinics.
  • Did you know you can collect additional fees by quantity? Try Add More Per Family Charge and toggle the Required drop down to "No-Optional with QTY Field."
  • Did you know you can opt out registration groups from the per member charge? When you Add More Per Member Charge select the groups you want to apply this fee to. This is great for opting out Masters swimmers from paying a USA Reg fee.
  • Did you know you can Approve & Assign athletes to groups in one push? Use the filters to display specific registration groups, locations, payment options and more and push them active in a few easy steps.

What You'll Learn

  • How to access the Registration System
  • How to create or clone an Online Registration
  • How to enforce an Age Group for a Registration Group
  • How to edit and add Registration Groups
  • How to add Payment Options
  • How to perform a Registration Setup Test
  • How to Approve and Assign pending registrations
  • How to access Financial Reports and Registration Reports
  • How to promote your Registration and much more...