Online Registration - Creating Registration Groups - a must READ!

SwimOffice Admin - Super User 

On Fees Setup, one of the most critical steps is creating and selecting your registration groups. These will create the financial piece for your dues. For instance silver, gold, 10-12, minnows etc. Each athlete must select a registration group during registration and this will, in turn, help to notify you as to what group they belong in and give them a resulting dollar total to pay.

PLEASE ENSURE YOU NOTE STEP 8! If you do not do this step correctly your registration system will be wrong.

Follow these directions exactly. If you miss a step, you will not create your registration system correctly.
  1. Go to Team Admin > Registration Admin
  2. Select your registration system or create a new one (read about setting up registration for creation)
  3. Click the Fees Setup tab



  4. To the right of your registration group click the blue 'Select' (see above screenshot)
  5. Click Add New if necessary (see screenshot below)



  6. Fill in the details as shown below. You ONLY need to fill in the age group if applicable (seasonal teams are more apt to use this). If you enforce this on the setup tab, it will enforce the athlete into the age group based on their birth date.



  7. Click Save Changes
  8. CRITICAL STEP! YOU MUST SELECT EACH GROUP AT THIS POINT OR YOU CANNOT PROCEED CORRECTLY. CHECK MARK AND THEN CLICK SELECT BUTTON TO PROPAGATE YOUR REGISTRATION SYSTEM WITH YOUR GROUPS



  9. Should look like this below. NOTE the selections above shows in the grey registration box. If it doesn't, do the steps above again.



  10. When you move to the fee screen (fill in other information and click Next on the bottom right) it should resemble this based on your selections. These groups will now be available to your athletes for selection once you finalize your reg system.



  11. Fill in this area completely and save changes when you have completed.
__________
See Also
Online Registration Step by Step Guide
Management of the registration system





Registration System

  1. TU University: Online Registration Guide
  2. Online Registration VIDEO Tutorials
  3. Online Registration System Setting it up - A Step by Step from creation to management (user guides and tutorials)
  4. Online Registration - Getting Started Checklist
  5. Registration Management (management of registration module)
  6. Online Registration - Error Message/Warning when changing dates if creating new registration
  7. Online Registration - I updated the athlete's information in Account/Member Admin but the registration system doesn't update
  8. Registration: Apply credit card transaction fee/surcharge automatically
  9. Registration: Hide Check Status button
  10. Registration - Adding a Custom/User Defined Payment Method
  11. Online Registration - Most Common Scenarios and Mistakes and How to Solve
  12. Set up event connected with Online Registration - Multiple Registrations on
  13. Online Registration - Creating Registration Groups - a must READ!
  14. Registration: Add/edit a required, optional, or optional quantity per account charge
  15. Adding Additional Per Member Charges - Optional or Required
  16. Online Registration - My registration is on but I can't see it. Set as Current.
  17. Online registration - allowing new members/children to signup if account and/or member already exists
  18. Online Registration - Preparing, Communicating and Marketing your Online Registration
  19. Registration: Copy / clone an Online Registration
  20. Agreements / waivers and making them optional or required
  21. Online Registration - Setting Maximum Limits by Group or Global Limits
  22. Registration: Test before turning on/activating
  23. Can I enforce accounts to signup for jobs during online registration?
  24. Online Registration - Preferred Name Required or Optional
  25. Registration: Register Board Members' and Coaches' athletes
  26. Transfer Athletes - Question during the registration process
  27. Set email notification for new registration - New Registration Alert
  28. Can't select registration group when registering
  29. Do our charges separate into any report from the Online Registration system?
  30. Locations - How they affect billing, registration and OnDeck
  31. Online Registration - Ensuring member/athlete/children medical information is filled in and added
  32. How do I make a partial payment?
  33. Can an Account accidentally create a new account during online registration?
  34. Email members / athletes who have not registered through the online registration system
  35. View day and time an athlete registered in the Registration module
  36. How do I add a multi-swimmer discount to the registration system?
  37. Approve members in online registration
  38. How do I manually process a credit card for a registration?
  39. Change the Registration Group or Location of existing registration
  40. Registration - Handling a credit/negative amount
  41. How do I charge a late fee in the Registration System?
  42. How do I delete registrations to make the list more manageable?
  43. Add or ask questions in registration - user defined fields
  44. Registration: Enforce collecting outstanding balance
  45. How do I Implement a yes/no question to adjust the fees in the Registration Module?
  46. Can I remove a registration group safely from online registration?
  47. How do I invoice unpaid registrations?
  48. How do I manually register a swimmer if I'm using the Online Registration Module?
  49. Registration: View or print agreements and waivers
  50. Record a payment by check in a registration
  51. How do I refund an online registration?
  52. How do I require my members to save their Credit Card information in Registration for auto-pay?
  53. How does the Multi Swimmer Discount calculate in Registration for dollar amounts?
  54. Online Registration - Members approved but say Not Paid
  55. Online Registration - How do I turn it off?
  56. Registration: Show or hide t-shirt, swimsuit, jacket, and pant sizes
  57. Registration: Set age range for registration groups
  58. Registration: Export report of Registration and financial data
  59. Setting a Payment Frequency in Online Registration
  60. What steps will my Membership have to go through to Register Online?
  61. When does a new account get a login and password from the online registration system?
  62. When does the Online Registration Charge the CC?
  63. Where is my online registration link to set it up?
  64. How does registration affect the billing system?
  65. Registration: Add a charge to a registration
  66. Does Online Registration allow ACH?
  67. Use ACH to pay for registration workaround
  68. Waitlist / wait list for Online Registration
  69. Export a spreadsheet with swimsuit / swim suit size information
  70. Add swimsuit / swim suit size to registration and to member profile
  71. Collect swim suit / swimsuit quantities (bulk orders) and collect money - How To
  72. Registration: What families see when they register
  73. Registration: Update status on accounts and members who do not register
  74. Sell tickets using an event registration
  75. Apply account credit to registration
  76. Registration: Custom message on Account Setup and Member Selection pages
  77. Registration: Copy / Clone an Event Registration
  78. Registration: Set up to accept credit cards
  79. Registration: Hide unneeded fields and dates
  80. Registration: Rename or hide "Start Registration" button
  81. Registration: Add Registration button to homepage
  82. Registration: Add mobile friendly button to home page
  83. Registration: Electronic signatures
  84. Registration: Connect outstanding balances/credits, double bucket billing
  85. Registration: Double bucket billing and payments by check
  86. Registration: Display Registration in SportsEngine directory listing
  87. Registration: When account/member updates transfer to Account/Member Admin
  88. Undelete a registration
  89. Registration: Reasons NOT to reuse old registrations

Feedback and Knowledge Base