Friday, January 30, 2015

New Season Registration Tips 2015


A new season is just around the corner - make sure your club is ready by following this check list.

1. Ensure that your season is updated


To update your season configuration, login to your database at the 'League' level and go to the Cog > Settings:  Select Seasons.


There are two season settings. 

·      CURRENT season: The season that games are currently being played in
.
·      NEW REGISTRATION season: The season that new registrations will go into.

It's worth setting a reminder to update the 'Current Season' once the new season games begin. If you only run winter competitions then you should update your 'Current Season' once your finals are finished, so you don't forget do this when your club taking registrations next year.


2. Update your products

As it is a new season, it is also vital that new products are created. Using old products and simply renaming them can cause data confusion.

If your fees have increased from the previous season, it is recommended that you click the 'Add a New Product' icon. This will create a completely new product that you can adjust to your liking. 

If your fees have not changed, you can click the 'Copy' icon next to your previous years product. This will copy all the information from that product and create a new one. Ensure you also change the season in the new product.




3. Check and update your registration forms



Before sending out your registration forms, make sure that all of the information displayed on the form is correct and is not information from last year's registration period.



To update your form hover, over the 'Registrations' menu and click on 'Registration forms'. Click on 'Edit' and tab through the menus to check that the form contains relevant information for the upcoming season. Below is an example of text that may be displaying on the form that is out of date.



4. Update your contact details



With new seasons approaching, you may find you also have new staff or new contacts. Keeping this information up to date and accurate is important for your members and potential new members.



To update your contact details in the database, click on the 'Edit' button next to 'Contacts'. Enter in as many relevant and up to date contact details as possible.

3 comments:

  1. Hi Kate,
    Thanks for the tips! They are very helpful. Is there a quick guide for a "has not yet renewed" player report? I am finding it hard to figure out how to make one.

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  3. Hi Vicki,
    Thanks for your feedback!
    The second part of the following article should be able to assist you - https://sportingpulse.zendesk.com/entries/23276688-Membership-Contact-last-season-s-UNREGISTERED-players-UNPAID-players
    Please let us know if it's not quite what you were after.
    Thanks.

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