Feature updates as of Jan 2025:
Updated "Group" page to align with the user experience of creating Seasons and Levels.
Introduced a new "Fee Type" option for specific season types, allowing customers to be charged a flat rate instead of a per-session rate.
League (Team) season: Available for Individual Teams only.
Per-session (Camp): Applicable when customers are required to register for All Events within the season.
Check out this quick video to learn about what is changing!
When using the Per-Registration option, Unearned Revenue reports will not calculate based on event dates.
Overview
This article guides you through the process of setting up your season, creating individual levels, building program rosters step by step and lastly, how to best create the events for the season.
Program Hierarchy
Seasons
Authorization
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To create or edit a season, your user role must include the "Season Management" authorization.
If you need to set up a new Registration Type or Program Type while creating or editing a season, your role must also have the "Company Account Settings" authorization.
Where
Creating a New Season
This section includes the following settings:
Registration Settings (Registration Form & Registration Email)
Payments Settings (Payment Plan, Deposit Amounts, etc)
Online Registration
Team Approval (League (Team) Season type)
Free Trials (Class or Per-session (Camp) type)
Makeups (Class or Per-session (Camp) type)
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From the Season's list page, to create a new season, click on the "+" symbol.
Details Section
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Enter the Season name, following a consistent naming convention. Typically, include:
Program name (e.g., Adult League, Youth League, Soccer Camp).
Time of Year (e.g., Fall, Winter 1, Spring).
Month range (e.g., Sept–Nov 2024).
Examples:
Adult Soccer League - Fall (Aug–Oct 2024)
Skills Institute - Fall (Sept–Dec 2024)
Drop-In Skate - Winter (Dec 2024)
Location: Choose where the season will be taking place.
Registration type: Select the appropriate registration type from the dropdown, or click "+" to create a new one.
Program Type: Select the program type from the dropdown, or click "+" to create a new one if needed.
Season start and end dates: Enter the season's date range, which will be visible to customers when searching for programs online.
Time of Year: Select a "time of year" from the dropdown or to create a new one, simply start typing in the field. This filter helps customers narrow down program options online.
Description: Provide a brief description of the season for customers to view online.
Image: Upload an image representing the season. Note that images added later in levels or roster pages will override this one.
High privacy: Enable 'High Privacy' to hide schedules from the public, making them visible only to rostered participants.
Default Registration Settings Section
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Registration Form: Create and attach a registration form to the season for new registrants. You can also add a form when setting up Levels for more specific customer questions.
Registration Email: Choose an email template to send important details to customers registering for this season.
Payment Settings
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Payment Plans: During registration, customers can choose to pay in full or opt for a payment plan with scheduled fees. Note: This feature is unavailable for "Normal Teams."
Deposit Amount: Select if a deposit is required at registration. If the first registrant hasn't paid the minimum deposit, they cannot complete registration.
Check ‘Require credit card to be stored at checkout if paying deposit’ if needed for payment plans or if you have set a deposit.
Enable 'Require renewal of any required memberships before season end' to ensure customers renew memberships upfront during registration, avoiding mid-season expirations.
Online Registration (League (Team) Seasons Only)
The "Online Registration" section will differ for League (Team) seasons compared to other season types.
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Enable 'Online Registration' to allow sign-ups via the Member App. Toggle off if registration is in-house only.
Uncheck 'New teams can register' for individual player registration only if the teams have already been created. Check it to allow new teams to register online.
Use the ‘Enable team export’ to let customers carry over players from the previous team and skip the invite process for the new season.
Enter in the dates and time for when online registration is available.
Press the ‘Add a priority group' button to allow certain groups to register prior to the general public.
Online Registration (Class and Per-Session (Camp) Seasons)
Team Approval (League (Team) Season Only)
This optional feature must be enabled via the Add-ons & Integrations page.
Click here to learn more.
Free Trials (Class and Per-Session (Camp) Seasons)
This optional feature must be enabled via the Add-ons & Integrations page.
Click here to learn more.
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Toggle 'Free Trials' on to allow customers to sign up for an individual session before registering.
Max Registrants: This sets the number of free trial customers allowed per event. Leave blank for unlimited.
Use the 'cutoff' to reserve roster slots for paying customers and limit free trial availability.
Signup start/end: Set how early customers can register and when registration should close before the event.
The 'Limit per customer' is a carry over from the Integrations & Add-ons setup page that can be adjusted for each season if you would like.
Email: A Free Trial signup email can be sent to customers to provide important event details.
Make-ups (Class and Per-Session (Camp) Seasons)
This optional feature must be enabled via the Add-ons & Integrations page.
Click here to learn more.
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Toggle 'Make-ups' on to allow customers to select an alternate date for their event.
Max per event: This is the total number of slots available for make-ups allowed per event.
Above roster limit: The number of make-ups allowed beyond the event roster limit, not exceeding the "max registrant" amount.
Sign-up start and end: Defines how early customers can register and when registration should close before the event.
Email: A Make-Up Registration email can be sent to customers with important event details.
Season History
Enter the Season History for helpful reporting with the Season Dashlet.
Levels
After creating your Season, set up Levels. Levels are the second tier in the program hierarchy, representing the leagues, divisions or groupings of similar class offerings. This is also where age restrictions and pricing is set.
Authorization
In order to create or edit an existing level, you must have the authorization "Level Management" added to your User role.
Where
Creating a New Level
This section includes the following settings:
Registration Settings
Fees
Free Trials and Make-Ups (Class or Per-Session (Camp) Season Types)
Age Restrictions (All Season Types)
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Once you've selected the season, click "+" to add a new level.
Details
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Enter the 'Level Name' following a consistent naming convention. Typically, include:
Division name (e.g., Men's C, Women's B, BU-10, Thumpers,).
Level of play (e.g., Bronze, Beginners, Advanced).
Age range (e.g., 9-10 year olds, 25-35 months). Be consistent and descriptive, including age breakdown if relevant.
Examples:
Bump Set Spike for Beginners (9-10 year olds)
Thumpers (25-35 months)
Skills Institute - (9-12 yrs) Level 1
Advanced Open Skate (weekdays)
Location: By default, the same location that was set at the season will display.
Program Type: You can select an existing option, leave it blank to default to the season's program type, or create a new one if you have the "Company Account Settings" authorization. For more information on Programs, refer to the help article below.
Number of 'Classes, Camps, Games' will vary based on your Registration type and season. If you create a custom Registration Type, it will reflect that name (e.g., "Drop-Ins"). Enter the total number of events for the season.
Start Date: Enter the specific start date for this Level. Levels can start at different times from the Season or on a specific day, like a Friday League.
Prerequisite Level: Set a Prerequisite to require customers to complete a certain level or requirement before registering.
Standings Type (for League (Team) Seasons): Choose Sport Default, Percentage Standings (PCT), or Soccer/Hockey points. Select "None" to turn off standings on both the Online and Admin sides.
Days of week (for League (Team) Seasons): Enter the days this level will have games.
Description: Enter a Level-specific description to override the Season description on the Member app.
Image: An optional image can be added to each specific Level. If none is added, the Member app will use the image from the Season or Program page.
Classification
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Sport Type: Edit the assigned sport and stat type, or create a new one if you have "Company Account Settings" authorization.
Gender: Select "Coed" for all genders (including non-binary), or choose "Males" or "Females" to limit the level to one gender.
Age Group: Choose from a selection of preset age groups or create a new type.
Skill Level: Choose from a selection of preset skill levels or create a new type.
Registration Settings
Registration Settings options vary based on the season's Registration Type.
All Season Types
Registration Form: Select a default form of questions for customers to complete during registration, overriding the Season's form.
Registration Email: Choose an email template to send customers details about the Level, overriding the Season's template.
Roster Lock Date: If there is a date set, after this date, no customers can join or invite others.
League (Team) Season Types
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The Registration Settings for Teams include the same options as "All Season Types" listed above, plus additional settings.
Max Teams: Online registration will close once the maximum number of teams is reached.
Default Registration Type: Choose whether customers online should default to registering as an individual player or as a coach/manager.
New Online Teams: Set the default team type for online registrations:
NOTE: Team type cannot be changed after creation, so plan the billing structure in advance.
Normal Team: Team would have a set team fee that all players would make payments towards.
Individual Teams: Each registrant would pay, up front, a set fee in order to be on the team.
Both: Customers can choose their preferred team type.
League Managers: Add employees to receive alerts when a team registers.
Additional checkbox options:
Enable all online registration
Require full online payment
Display Standings
Display Statistics
Show private groups at individual registration (enables request to join)
Allow payment by check for group registration
Class Season Types
Per-Session (Camp) Season Types
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In order for customers to register online, the events for a Per-session (Camp) must be scheduled on the calendar.
The Registration Settings section for Per-session (Camp) type of seasons includes the three settings listed above in the "All Season Types" plus these additional options:
Customer Registers For: This dropdown controls how events appear to customers during registration.
Selected Events: Customers choose specific dates to attend.
Selected Weeks: Customers select a week, with all events in that week automatically chosen.
All Events: Customers are automatically registered for all scheduled events.
Enable all online registration
Require full online payment
Fees
The options on the Fees section will vary depending on which Registration Type of season you are working with.
League (Team) Season Types
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Team Fee: Add the "normal team" fee or create a new product by clicking "+". The team is invoiced the full amount, with players making payments towards it.
Individual Fee: This is the House Team fee or "per game rate." If you’re not creating individual/house teams or don't want customers billed this way, select a "dummy" product from the dropdown to proceed.
Fee Type:
Choose whether the customer is charged per event ("Per Event") or a flat registration fee ("Per Registration").
For "Per Registration," set the price as a flat fee (e.g., $180 for 12 games), not per event.
When "Per Registration" is selected, the prorating toggle is disabled.
Payment Plan: A payment plan set at the Level overrides the one set at the Season settings.
Class Season Types
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Fee: Select the correct class fee or create a new one.
Fee Type:
Choose how the customer will be invoiced.
Per Event: Fee is multiplied by the number of events, with an option to prorate.
Per Registration: A flat fee is charged, regardless of the number of events. The product should reflect the total price.
Registration Fee: An additional product automatically added to the cart upon registration. This cannot be a "membership type" of product.
Payment Plan: Enable this to offer a financed option. An existing Payment Plan must be created first and will override the one in Season Settings.
Per-Session (Camp) Season Types
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The Fees section for Per-sessions (Camps) will vary based on the "Customer registers for" setting in Registration Settings section.
When you select the 'Customer registers for' selected events, this will display the following:
Fee: Select the correct single event fee or create a new one.
Payment Plan: Enable this to offer a financed option. An existing Payment Plan must be created first and will override the one in Season Settings.
If you select the "Customer registers for" selected weeks, this will display the following:
Fee: Select the correct single event fee or create a new one.
Allow prorating: Check the box to charge the customer only for the number of remaining sessions at signup. In order for prorating to work, the events must be scheduled.
Payment Plan: Enable this to offer a financed option. An existing Payment Plan must be created first and will override the one in Season Settings.
If you select the "Customer registers for" all events, this will display the following:
Fee: Select the correct single event fee or create a new one.
Fee Type:
Choose how the customer will be invoiced.
Per Event: Fee is multiplied by the number of events, with an option to prorate.
Per Registration: A flat fee is charged, regardless of events. The product should reflect the total price.
Payment Plan: Enable this to offer a financed option. An existing Payment Plan must be created first and will override the one in Season Settings.
Free Trials and Make-Ups (Class and Per-Session (Camp) Seasons)
Age Restrictions (All season types)
Groups
After the Season and Levels have been created, the next step is to create the individual program groups or rosters.
For League seasons, customers can create teams online if enabled in the Season settings. For Classes or Per-session seasons, they can only join existing rosters.
Creating a New Team
This section includes the following settings:
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Where
Details
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Name: Assign a specific name to differentiate the team within the Season and Level; this name will also appear on customer invoices.
Color: You can add or edit jersey colors for each team, which will be visible online.
Location: Leave as the main location running this program.
Season: Select the season from the dropdown, which may already be pre-filled if accessed from the season and level page.
Level: Select the level from the dropdown, which may be pre-filled if accessed from the season and level page.
Responsible employee: The listed employee will receive an email notification for each customer added to the team.
Billing Type: Select if this team will be invoiced as a "Normal team" or an "Individual team".
Registration Type: Auto-populates based on the Season setting (e.g., Team).
Start Date/Time: Auto-populates from the Level setting, but can be adjusted. The time field defaults to midnight, or can be set to a specific time.
Days of week: Select what days the games will be on. This will be used for customers that want to search for programs offered on specific days.
Description: The team description will appear online and override any Level or Season description.
Image: Upload a team image, or the system will use the image set at the Level or Season settings.
Classification
Registration Settings
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Registration form: If not set here, the system will check for a form at the Level or Season.
Length of events: Enter in the length for each game. This will help with scheduling games.
Min and Max roster: Set the minimum and maximum number of players for the team. Online registration will close or waitlist will start once the max is reached.
Roster visibility online: Privacy setting that controls if customers can view their own teammates or players on other rosters.
Additional options to set:
Private: Customers can only request or be invited to join. If "Hide private groups" is enabled at the Level Edit page, join requests will be disabled.
Online registration: Check this to enable online registration for customers.
Messaging: Set to "Yes" for Normal Teams typically to allow all members to message each other. If off, only team managers can message online.
Waitlist: Allows customers to join a waitlist once the team reaches its max capacity. No payment is collected for waitlisted customers.
Fees
What appears in this section when creating a team will vary depending on the Team Type (Normal team vs Individual team).
Normal Team
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Team fee: For normal teams, the team fee will be pulled in from the Level Settings. This can be adjusted if needed. You can also click on the "+" with the proper authorization to create a new product to assign to this team.
Number of events: The number of games is pulled from Level settings but can be adjusted. For normal teams, the fee is not affected by the number of games.
A summary of the Total price will display in this section.
Individual Team
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Individual fee: For individual team types, the fee is pulled from the Level settings but can be adjusted. You can also click on the "+" with the proper authorization to create a new product to assign to this team.
Number of events: The number of games is pulled from Level settings but can be adjusted. For individual teams, the fee may vary based on the "Fee Type" selected.
Fee Type: Choose how the customer will be invoiced.
Per event: Fee is multiplied by the number of events, with an option to prorate.
Per registration: A flat fee is charged, regardless of events. The product should reflect the total price.
Based on the choices made above, a summary of the Total price will display in this section.
Creating a New Class
This section includes the following settings:
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Where
Details
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Name: Choose a unique name for the class to differentiate it from others within the Season and Level. This name will also appear on the customer's invoice.
Location: Leave as the main location running this program.
Season: Select the season from the dropdown list. It may be pre-populated if you came from the season and level page.
Level: Select the specific level from the dropdown list. It may be pre-populated if you came from the season and level page.
Responsible employee: The listed "Responsible" employee will receive an automatic email notification when a customer is added to the class roster.
Billing Type: The default "Billing Type" for a class season is set to "Class".
Registration Type: Auto-populates based on the Season setting (e.g., Class).
Start Date/Time: Will auto populate what was set at the Level but this can be adjusted if needed. The start time of the class can also be set.
Days of week: Select what days the class will take place on. This will be used for customers that want to search for programs offered on specific days.
Description: This will appear online and override any Level or Season description if provided.
Image: Upload a roster image here, or the system will use the image set at the Level or Season.
Classification
Registration Settings
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Registration form: If not set here, the system will use the form from the Level or Season.
Length of events: Enter in the length for each class. This will help when you are creating the season schedule of events.
Min and Max roster: Set the minimum and maximum class size; online registration will close or waitlist will activate once the max is reached.
Roster visibility online: Privacy setting that controls whether customers can see their classmates or others on different rosters. For class seasons, this is usually set to "None".
Additional options to set:
Private: Customers can only request to join or be invited. If "Hide private groups" is checked in Level Edit, the join request is disabled. This is typically unchecked for class types.
Online registration: Check this box to enable online registration for customers.
Messaging: Typically "No" for a class season. This will allow all the members of the class to send messages via the member app to each other.
Waitlist: Waitlist allows customers to join a queue when the roster is full, with no payment required until a spot opens.
Fees
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Individual fee: The displayed fee is pulled from Level Settings and can be adjusted. With proper authorization, you can create a new product for the class by clicking on the "+" symbol.
Number of events:The number of classes is pulled from Level settings but can be adjusted. For classes, the fee may vary based on the "Fee Type" set.
Fee type: Choose how the customer will be invoiced.
Per event: Fee is multiplied by the number of events, with an option to prorate.
Per registration: A flat fee is charged, regardless of events. The product should reflect the total price.
Based on the choices made above, a summary of the Total price will display in this section.
Free Trials
Will display if the feature has been turned on at the Season and Level Settings.
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Free Trial settings can be updated if different values are needed from those set at the Season or Level.
Max Registrants
Cutoff
Signup Start/End
Make-Ups
Will display if the feature has been turned on at the Season and Level Settings.
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The Make-Up settings can be updated if different values are needed from those set at the Season or Level.
Max per event
Above roster limit
Signup Start/End
Creating a New Per-Session (Camp) roster
This section includes the following settings:
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Where
Details
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Name: Name: Choose a unique name for this camp to distinguish it from others within the Season and Level. This name will also appear on the customer's invoice.
Location: Leave as the main location running this program.
Season: Select the season from the dropdown list. It may be pre-populated if you came from the season and level page.
Level: Select the level from the dropdown list. It may be pre-populated if you came from the season and level page.
Responsible employee: The listed "Responsible" employee will receive an automatic email notification when a customer is added to the roster.
Billing Type: By default, the "Billing Type" for a camp is set to "Per-session".
Registration Type: Auto-populates based on the Season setting (e.g., Camp).
Start Date/Time: Will auto populate what was set at the Level but this can be adjusted if needed. The start time of the camp can also be set.
Days of week: Select what days the camp will take place on. This will be used for customers that want to search for programs offered on specific days.
Description: The description will appear online and override any set at the Level or Season.
Image: Upload an individual roster image. If none is selected, the system will use the image from the Level or Season settings.
Classification
Registration Settings
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Registration form: If not set here, the system will use the form from Levels or the Season.
Length of events: Enter in the length for each camp session. This will help when you are creating the season schedule of events.
Min and Max roster: Set the minimum and maximum number of participants. Online registration will close or start a waitlist once the max is reached.
Roster visibility online: Privacy setting to control if customers can see others' registrations. For camps, this is usually set to "None".
Required number of events: Leave blank if no minimum is required. Otherwise, customers must meet the specified number to register.
Additional options to set:
Private: Customers can only request or be invited to join. If "Hide private groups" is checked at the Level Edit page, join requests are disabled. Typically unchecked for class types.
Online registration: Check this to allow customers to register online.
Messaging: Typically set to "No" for class seasons to prevent members from messaging each other via the member app.
Waitlist: Allows customers to join a waitlist once the roster is full. No payment is collected for waitlisted customers.
Fees
The Fees section for Per-sessions (Camps) will vary based on what has been selected for "Customer registers for" in the Level settings.
Selected Events
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When the Level's Registration Settings are set to "selected events," the following details will appear in the Fees section when creating a new Camp or Per-session roster.
Individual fee: This is intended to be the "Per Event" price.
Number of events: Number of events possible to register for.
Based on the choices made above, a summary of the Total price will display in this section. The customer, however, will be charged per event they register for.
Selected Weeks
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When the Level's Registration Settings are set to "selected weeks," the following details will appear in the Fees section when creating a new Per-session (Camp) roster.
Individual fee: This is intended to be the "Per Event" price.
Number of events: Number of events possible to register for.
Allow prorating: If enabled, the customer will be charged based on the remaining events. Prorating will only work once the events have been scheduled.
Based on the selections, a "Total price" summary will display. If prorating is enabled, the customer will be charged per event. Without prorating, they will be charged for the full week.
All Events
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Selecting "All Events" in the Level's Registration Settings allows you to choose how to charge the customer.
Selecting "All Events" with "Per Event" fee type will display these options when creating a new Per-session (Camp) roster.
Individual fee: If charging is "per event", the price displayed should be the event price.
Number of events: Number of events possible to register for.
Fee type: You have the option to change this from "Per Event" to "Per Registration" if you choose.
Allow prorating: If enabled, the customer will be charged only for remaining events at the time of registration. Prorating will only work once the events have been scheduled.
Based on the selections above, a "Total price" summary will display. If prorating is enabled, the customer is charged per event; if not, they are charged for all events in the series.
If you decide to select "All Events" and choose to charge "Per Registration" at the level settings, a couple things should be adjusted:
Individual fee: When charging "Per Registration," set the fee to a flat rate instead of per event.
Number of events: Total events available for registration (does not affect pricing).
Fee type: You can switch from "Per Registration" to "Per Event" if desired.
A summary of the "Total price" will display based on the selections above. The customer will be charged the set Individual Price, with no prorating, and the number of events does not affect the total price.
Free Trials
Will display if the feature has been turned on at the Season and Level Settings.
Make-Ups
Will display if the feature has been turned on at the Season and Level Settings.
Scheduling Events
This section includes the following settings:
League (Team) Season Types (League Scheduler)
Class, Per-session (Camp) Season Types (Class & Camp Scheduler)
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League (Team) Season Types
Where
After creating teams within a league/level, use the "League Scheduler" to schedule the season's games.
Class and other Per-Session (Camp) Season Types
For Per-session (Camp) season types, the events must be scheduled on the calendar in order for online registration to work.
Where
Once program groups have been created, use the "Class & Camp Scheduler" to schedule the season's events.
The Class & Camp Scheduler tool will only work for our default event types (Class and Camp).
If you create custom event types such as "Drop In" or "Personal Training", these must be scheduled directly through the Calendar.
Click on this link to learn more about scheduling events using these "alternative event types".