Events: Restrict meet entry based on amounts due/owed, CC/ACH payment types

SwimOffice Admin - Webmaster

You can restrict your accounts from committing their athlete(s) to swimming a meet based on their financials (what they owe and how old their balance is), and/or if they have a credit card or ACH payment type on file. This is a fantastic way to motivate people to keep their balances current and/or add an electronic payment type.

Set as global default

You can set defaults for every new event. We recommend setting these as a best practice so you don't have to remember to enter the requirements every meet.

  1. In the side menu click Billing Admin > Billing Setup.
  2. Scroll down to the Default Financial Requirements for Events section.
    Default Financial Requirements for Events
  3. Select what you want the default settings to be for each new event. They are the same as described in the below section.
  4. Click Save Changes.
  5. When you add a new event, STEP 5 will default to the settings you entered in Team Profile.

Per Meet

If you want to override the default settings for a specific meet, here is how.

  1. Go to your Events page.
  2. Click [Edit] below the desired event or click New Event.
  3. Make selection(s) in STEP 5: Financial Requirements (see screenshot) or leave blank to apply no financial restrictions. NOTE: If you select one of the first two options then decide to select the other you MUST deselect the current selection FIRST in order to select the other option.
    STEP 5: Financial Requirements
    • Restrict Declaration to accounts with a balance no greater than $x — Enter an amount to allow only those accounts who owe that much or less to register.
    • Restrict Declaration to accounts with $0.00 outstanding balance — Allow only those accounts that owe no dollars for the current month to register.
    • Restrict Declaration to accounts with balance that is no older than — Place a check mark to open up the 30/60/90/91+ days options. To view who these accounts are you can go to Billing Admin > Invoices & Payments, then click Aging Report.
    • Restrict Declaration to accounts with Credit Card on file — Only accounts that have a credit card on file can commit to meet (you can check both CC and ACH).
    • Restrict Declaration to accounts with ACH on file - Only accounts that have ACH on file can commit to meet (you can check both CC and ACH).
  4. If this is a new event, fill in the other steps.
  5. Scroll to the bottom and click Save Changes.

Notice below how an Account is notified of payment requirements and not allowed to enter the meet, but with a button to add a payment type.
Payment type requirement notice

Even if they have a CC or ACH on file but have not selected it to Use for Fees Associated With Your Account, they will need to click the here button, select that Use for Fees option, and click Save Payment Setup.
Credit and Debit Cards

If you restrict entry to those with a balance no older than 30 days, here is what that notice looks like.
Past due balance meet restriction

__________
See Also
Restrict meet to certain Billing or Roster Groups/Locations
Aging Report Generation
Adding a New Meet/Event

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
  6. Can I bring my TU event file into TeamManager?
  7. Send an email from the Committed, Undeclared or Declined Athletes Tab
  8. Can IE by event be sorted by time? Account?
  9. Clone / Copy Event (Save As)
  10. Meet & Events - LSC team and online meet entry. How to turn it on.
  11. Events: Restrict meet entry based on amounts due/owed, CC/ACH payment types
  12. Corrupted data, in my committed athletes tab?
  13. EV3 File is missing from Event Zip Folder
  14. configure event file
  15. How can I see who has replied online (declined) to an event?
  16. Events: Allow athletes to sign up by day/session instead of event
  17. Configure / edit the meet file to change event(s)
  18. How do I correct a meet fee in the Event File
  19. How do I create a relay with no members in it?
  20. How do I create my Entry Report in a two column format?
  21. Meet Entries: Update Times for Committed Athletes
  22. Course conversion of times/factoring of times
  23. How do I delete an event?
  24. How do I delete individual event records in meets?
  25. How do I enforce qualifying times?
  26. How do I manually enter qualifying times and custom times in events?
  27. Events: Reimport ev3 events file
  28. How do I use the Quick Entries / QuickEntries system to enter my athletes into events?
  29. How To Un-Commit an Athlete for an Event
  30. Is there a way to designate exhibition swimmers or exhibition events?
  31. Add a younger athlete to a relay - SwimUp Athlete
  32. Events: What multi-cut course order means in event entry file - YSL YLS LSY LYS SLY
  33. What does the Edit Job Signup button mean?
  34. Attend/Decline Event Button vs Edit Commitment button
  35. Events: Update ev3 events file
  36. Meet Entries: Update meet entry times when importing meet results
  37. What report will show the first time swimmers have swam events in a meet?
  38. Events: View/access past events
  39. Why am I getting a athlete appearing twice for an event?
  40. Why can't I attach events to meet on LSC site?
  41. Why does the attend this event button still show when the event is already past/archived?
  42. Why is Meet Manager giving my entry file an exception report and/or SDIF integrity check?
  43. Sending event invite or job invite
  44. Event Email Invite - Can you change who sends this
  45. Does MeetManager ™ / Meet Manager ™ accept an SD3 file?
  46. Online Registration - Using the event system to sign up for and bill for a social event
  47. Billing your accounts from the event system using the yes/no reply
  48. What does the H stand for next to my hand entered time - will it appear in my entries file?
  49. SwimOffice - Lead off leg allowing first swim to count as best time
  50. SwimOff / Swim Off times are not displayed
  51. Events: Load ev3 events file into meet
  52. Events: Diving events in SwimOffice
  53. Events: Set athletes as unattached or attached in meet entries
  54. Events: Enable/disable email confirmations for event declaration
  55. The Link in the Event Invitation does not work.
  56. Events: Restrict meet to certain Billing or Roster Groups/Locations
  57. Events: Email meet invite to specific swimmers

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