NOTES:
Bulk registration is only available for programs that take full team registration (not individual registration programs).
Up to 100 teams can be registered at once.
The Multiline Edit Tool can be used to add information to the Bulk Register Teams table. If registering across multiple programs/divisions, DO NOT use the Multiline Edit Tool to select divisions.
Sign in to a PlayerFirst website.
On the left navigation, click Program > Bulk Registration.
Click the Upload button to import a list of teams, or the Plus button to manually add teams.
If uploading, upload the file as an XLS or XLSX file.
Ensure that all the required/necessary fields are filled out. (* indicates required)
Program*
Division*
If registering across multiple programs, DO NOT use the multi-select tool to select divisions.
Team Name*
Team Home Town*
Team Home State*
Billing Contact*
Billing Contact Email*
Billing Contact Cell*
Team Contact
Team Contact Email and Team Contact Cell fields will be required if Team Contact is entered.
Coach Name
Coach Email and Coach Cell fields will be required if Coach Name is entered.
Invoice Due
If left blank, the due date will be 14 days before servicing, but no earlier than the date the invoice is created. You may make the due date earlier, as long as it is after the date the invoice is created.
Interbrand Expenses
Complete this if the buyer is another 3STEP brand. Enter the appropriate class.
Split Invoice
Turn on split invoicing for this team. This option is not editable if the division does not allow split invoice.
Payment Plan
The payment plan which will when applicable replace the currently scheduled payment plan. Not available for interbrand invoices.
Concession Amount
Concessions to give the customer, applied in addition to any concessions they have already received for the existing registration.
Concession Type
Required if the Concession Amount field was inputted.
Net Cost
The total cost after fees and concessions.
Send Receipt
Send a receipt to the billing contact, this setting will be on or off for each invoice which is based on billing profile.
Credit/Prepayment
Search credits/prepayments linked to the billing profile. Available funds will be applied automatically. Any remaining balance will be added to the invoice.
Paid Externally
If selected, the balance is closed by a check payment.
Once all the information is entered, click Next.
If there are registration questions associated with any of the programs, you’ll be prompted to answer them on the Registration Details table. When all required questions are answer, click Next.
Confirm everything is correct, and click Finish.
Once completed, the you will be able to Start Over, or view the new invoices created.