Approve members in online registration

SwimOffice Admin - Super User

To approve members who have completed online Registration please follow these steps:

  1. Go to Team Admin > Registration Admin
  2. Find the Registration with the members you would like to approve and click the Manage

  3. This will take you to the registration overview from here you should see all registrants--the [R] in front of their name denotes returning members
  4. If you haven't marked checks as paid you will need to do this first (assuming you've received their check payment) by clicking the red Pay link under their name, filling in the fields, and clicking Pay NOW



  5. To Approve members and append to your database simply put an check mark next to the member(s) you wish to approve and click the Approve & Assign Roster Group button
  6. This will bring up Approval Menu you will need to fill in these Required Fields denoted by *
    • Billing Group
    • Sub Billing Group
    • Roster Group
    • Location - Be sure to select an actual location if you are using Location in reg for payment method
    • Build ID Card# using USA Swimming Format
    • Send Username/Password Login Instruction Emails After Approval - Choose YES if it's a new member; generally not needed for returning members
  7. Always remember to Save Changes & Approve!

NOTE: Approving members does NOT automatically notify them that they've been approved. They may get the idea if you send them a username/password login instruction email, but if you want to explicitly notify them they've been approved you must do this manually. Check the box by their name, click Email, check Enable Tracking if you want a record of it in the Email Center, then compose your approval notice and click Email NOW.

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See Also
Record a payment by check in a registration


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
  6. I Received a Warning When Editing SwimOffice's Registration's Dates. Why?
  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

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