IMPORTANT ANNOUNCEMENT: We moved the TeamUnify Knowledge Base to All new articles will only be added there. Click Need Help? on the right-hand side of your TU site to access this at any time.

Knowledge Base

  1. New CMS 

    1. Upgrade site: Start the process
    2. Upgrade site: Continue migration to new CMS
    3. Upgrade site: Peruse CMS basics and features
    4. Upgrade site: Prepare site to go live
    5. Upgrade site: Fix obsolete links
  2. Parents/Non-Admins 

    1. Parents: Video tutorials
    2. Parents: How to Add a Credit Card or ACH to Account for Auto Pay
    3. Parents: How to Make On-Demand Payments
    4. Parents: View videos in SwimOffice
    5. Parents: Set up fundraising for your athlete
  3. Billing Setup 

    1. Billing: Billing Quick Start Guide
    2. Billing: Billing System is not active warning message
    3. Billing: Sign up/apply for electronic ACH/credit card processing
    4. Billing: ACH/credit card fees charged to team
    5. Billing: Email account automatically when credit card fails
  4. Billing Management 

    1. Billing System VIDEO Tutorials
    2. What is Accrual Based Accounting vs Cash Based Accounting?
    3. Warning in the invoice and payments area
    4. Bringing balance forwards or previous balances over to start the billing system
    5. Make, record, enter or add a payment
  5. Calendar (Legacy) 

    1. Subscribe to a TeamUnify calendar and add to your calendar agent (Google, Outlook etc.)
    2. Adding Calendar Items (Including Roster Groups / Repeating or recurring items)
    3. How calendar items are sorted
    4. Roster Groups don't appear in calendar drop down
    5. What is a workout calendar item?
  6. Coaching Tools 

    1. Coaching Tools: Complete lessons
    2. MainSet rebranded as Coaching Tools
    3. Coaching Tools: Practices disappeared / Can't see practices
    4. Coaching Tools: Print workouts/sets
    5. Coaching Tools: Import Workout Manager workouts
  7. Communication - Email, Text 

    1. Communication: Create and send an email
    2. How to Send SMS Text to Accounts
    3. Communication: Send mobile push notifications from web
    4. Communication: Add attachment to email
    5. Communication: Add/edit an Email Group
  8. Deployment 

    1. Deployment VIDEO Tutorials
    2. Purchasing a new domain name
    3. TU website not appearing after changing name servers
    4. Need to pay for site hosting and domain name hosting
    5. Deployment: Maintain SEO page ranking / 301 URL page redirects
  9. Events 

    1. Add and create a new Event or Meet
    2. Event Creation - Most Frequently Asked Questions
    3. Quick Start Guide from meet creation to posting results
    4. Events: Add EV3 file to Event after athletes have declared
    5. Events: Hide event from Non-Admin/public - Admin only Event view
  10. Fundraising Obligations 

    1. Fundraising System Setup
    2. Fundraising: Meaning of red numbers and asterisks
    3. Fundraising Obligations Admin: Admin level needed to access
    4. Change fundraising obligation
    5. Add Payments in the Fundraising Obligations System
  11. General 

    1. What is SwimOffice?
    2. SEO -- Search Engine Optimization to increase site ranking
    3. Seasonal Admin Setup Suggestions
    4. 404 Error
    5. 777 Error
  12. Jobs/Service Hours Admin 

    1. Jobs & Service Hours VIDEO Tutorials
    2. Jobs QuickStart Guide
    3. Add Job Signup Button to Event, Add or Clone Jobs
    4. Admins sign in members to jobs - How To
    5. Job Reminder and Notification Alerts - Email and Verified SMS (text)
  13. Lessons 

    1. Lessons deployment VIDEO tutorials
    2. Lesson Management VIDEO Tutorials
    3. Lesson Interactive QuickStart Guide
    4. Lessons: User Guide
    5. Lessons - How to turn it on
  14. Meet Entries 

    1. Meets & Events VIDEO Tutorials
    2. How to Approve Athletes for Events
    3. Athlete's times show NT in event
    4. Best times discrepancies between meet entries and reports
    5. Bonus events / exhibition events
  15. Meet Results & Times 

    1. Meet Results VIDEO Tutorials
    2. Add Canadian time standards
    3. Adding/Editing Time Standards for an LSC
    4. Attendance by Meet Results
    5. Meet Results: Export Team Records to Excel
  16. Membership 

    1. Account/Member Admin: Quick Start Guide and Tutorials
    2. Membership: Add a Coach or Director to the Coaches Page
    3. Membership: Add email addresses to Accounts and Members
    4. Membership: Can't add account because email already exists
    5. Membership: Add / create new Account
  17. OnDeck 

    1. Download OnDeck
    2. OnDeck: How to login / log in / sign in
    3. OnDeck: Quick-start guides for coaches and parents
    4. OnDeck: Invite membership to use OnDeck
    5. OnDeck: Automatic login and Touch ID
  18. Registration System 

    1. TU University: Online Registration Guide
    2. Online Registration VIDEO Tutorials
    3. Getting Started with SwimOffice's Online Registration Setup and Management
    4. Getting Started Checklist for SwimOffice's Online Registration
    5. SwimOffice Registration Management Video
  19. Service Hours System 

    1. Service Hours Admin: Admin level needed to access
    2. Admin Alerts - Service Hours System Setup Incomplete; how do I turn this off?
    3. Can I reset my Service Hours system for multiple times instead of yearly?
    4. Can I set a maximum number of jobs accounts are able to sign up for an event?
    5. Can I signup jobs by sessions or points instead of hours?
  20. Settings 

    1. Settings: Team Profile
    2. Settings: SportsEngine Setup
    3. Settings: Where Contact Us emails go - Contact Us Recipients
    4. Settings: Change team alias
  21. Social Media 

    1. Social Media: Set up TeamFeed
    2. Social Media: Add your photo for TeamFeed posts
    3. Social Media: Add TeamFeed post
    4. Social Media: View TeamFeed post
    5. Social Media: Edit or delete TeamFeed post
  22. Swim England Registration 

    1. ASA Registration tutorial
    2. Require SE Registration information during online registration
    3. Print SE Registration data
    4. Collect SE Registration fees during online registration
    5. Mark/view paid SE Registration fees
  23. TouchPad 

    1. TouchPad & TUSync Overview
    2. TouchPad Quick Start Guide
    3. TouchPad VIDEO Tutorials
    4. TouchPad: Step 1 - Meet Setup and Event Creation tutorial
    5. TouchPad: Step 2 - Syncing Events and Entries tutorial
  24. Fundraising - TUMoney 

    1. TUMoney VIDEO Tutorials
    2. TUMoney - Event Fundraising First Steps Intro & Launch
    3. TUMoney: Promote event fundraiser - email information to team
    4. Event Fundraising - Parent setup guide for their child/athlete/participant
    5. TUMoney - Can I have more than one fundraising system up?
  25. USA Swimming Registration 

    1. How to Register Swimmers with USA Swimming
    2. USA Swimming: Activate vendor and enter activation vendor code
    3. USA Swimming: Compare Member Information
    4. USA Swimming: Best Practices - Compare Member Information, Mismatches
    5. USA Swimming: Fileless batch registration
  26. Website Design/Editing 

    1. Website Design VIDEO Tutorials
    2. Automatically Archive or Manually Archive News
    3. Can I add HTML to my homepage text area?
    4. Can I Customize the Color of my Team Title?
    5. Website Editing: Translate site into another language
  27. YMCA 

    1. YMCA: Register a coach
    2. YMCA: Add/update credit card for YMCA fees
    3. YMCA: COA report for invoices
    4. YMCA: Coaches alerted when certifications are expiring
    5. YMCA: Late Fees
  28. All articles 

    1. Add and create a new Event or Meet
    2. Communication: Create and send an email
    3. YMCA: Register a coach
    4. ASA Registration tutorial
    5. Fundraising System Setup
Please use the new TU Knowledge Base.
Click Need Help? on the right-hand side of your TU site to access this from now on.


Feedback and Knowledge Base

Please use the new TU Knowledge Base.
Click Need Help? on the right-hand side of your TU site to access this from now on.