How to Bulk Register on Behalf of Teams on the Program>Bulk Registration Page

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.

How to Bulk Register on Behalf of Teams on the Program>Bulk Registration Page

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.
- Download the Bulk Upload File Template here.
Ensure that all the required/necessary fields are filled out.
View Bulk Registration Columns
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.

Best Practices

If you do not know the Club's Hometown and Home State when bulk registering on the club's behalf, leave the Club Name field blank.

Bulk Registration Columns

Column	Definition
Program, Division	Choose a program, then search for a division.
Club Name	Enter the overarching club's name.
Club Hometown	Sourced from the club; editable only when the club's location is invalid.
Club Home State	Sourced from the club; editable only when the club's location is invalid.
Team Name	Enter the Team Name.
Team Hometown	If left empty, this will default to the Club Hometown.
Team Home State	If left empty, this will default to the Club State. Any time a City and State are added to a registration by a customer or Admin, the information will be validated. Any program where TTS is selected in Program > Edit > Budget will require a validated City & State to complete registration, regardless of Site Settings. Any brand with the Site Setting enabled to Require City & State will also require a validated City & State to complete registration.
Billing Contact	Search and select the Billing Contact for the registration.
Billing Contact Email & Cell	Information may auto-populate when the Billing Contact is selected.
Team Contact	*Team Contact Email* and Team Contact Cell* fields will be required if Team Contact is entered.*
Team Contact Email & Cell	Information may auto-populate when the Team Contact is selected.
Coach Name	Search and select the Coach Name for the registration.
Coach Email & Cell	Information may auto-populate when the Team Contact is selected.
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 Expense	Complete this if the buyer is another 3STEP brand.
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 Concession Amount is entered.
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.