Page Comparison

How to Use Bulk Registration

1. Sign in to a PlayerFirst website.

2. On the left navigation, click Program > Bulk Registration Details.

3. Choose Billing Profile: Type Enter the user's name.

   • If the user is not available. Type their name, press ENTER Enter. An Invite New User modal will pop up.

   • Enter the following information:

     • First Name*

     • Last Name*

     • Email*

     • Phone*

   • Click Register User
     Note: This is for one customer for as many events as you want/signed up for.

4. Inter-Brand: Check the box if the brand is another 3STEP brand.

   • Enter the following information:

     • Purchasing Brand:

     • Purchasing Sub-Brand:

     • Purchasing Short Name:*

       • Class Finder: https://forms.threestep.com/class-finder

5. Number of Teams: Enter the number of teams you that will be registeringregistered.

6. Click Next.

7. Bulk Register Teams: Enter the team(s) details into the table.
   Note: To fill out multiple teams with the same information, click the boxes next to all that have the same information and then select the

   multi-

   multiline edit button on the top right.

   1. Enter the following information.

      1. Team Contact*

      2. Team Contact Email*

      3. Team Contact Cell*

      4. Program ID*

      5. Division*

      6. Team Name*

      7. Team Home Town*

      8. Team Home State*

      9. Coach Name

      10. Coach Email

      11. Coach Cell
          Note: Coach Email and Coach Cell are required if Coach Name is set.

   2. If there is another team to add,

   press

   1. click the Plus icon to add a new team.

8. Click Next

9. Bulk/Mass Register Teams: Fill in the required information.

   • If applicable, fill out Adjusted Amount, Adjustment Type, and Adjustment Sub-Type.
     Note: Required information is due to required waiver questions for the program.

10. Click Next.

11. Payment Plans: Select a payment plan that is associated with the program. If there is no payment plan created, Click click Next.

12. Registration Summary: Review the following information.

    • Programs

    • Divisions

    • Team

    • Due at Checkout

    • Due Later

    • Payment Plan

    • Adjustment

13. Click Finish.

14. Once completed, the following actions will populate.

    • View Invoice

    • View Rosters

    • View Team Details

    • Edit Profile or Login

    • Start Over

How to Bulk Register via Import

1. Sign in to a PlayerFirst website.

2. On the left navigation, click Program > Bulk Registration Details.

3. Choose Billing Profile: Type Enter the user's name.

   • If the user is not available. Type their name, press ENTER Enter. An Invite New User modal will pop up.

   • Enter the following information:

     • First Name*

     • Last Name*

     • Email*

     • Phone*

   • Click Register User
     Note: This is for one customer for as many events as you want/signed up for.

4. Inter-Brand: Check the box if the brand is another 3STEP brand.

   • Enter the following information:

     • Purchasing Brand:

     • Purchasing Sub-Brand:

     • Purchasing Short Name:*

       • Class Finder: https://forms.threestep.com/class-finder

5. Number of Teams: Enter the number of teams you will be registering.

6. Click Next.

7. Create your bulk registration import file. Click here to download the upload template.

   1. Team Contact*

   2. Team Contact Email*

   3. Team Contact Cell*

   4. Program ID*
      Note:

1. 1. Program must be the Program ID listed on the Program > Registration Details table. Program Name will cause the import to report an error message.

   2. Division*

   3. Team Name*

   4. Team Home Town*

   5. Team Home State*

   6. Coach Email*

   7. Coach NameCell*
      Note: Coach Email
      * Denotes required and Coach Cell are required if Coach Name is set.

2. If there is another team to add, click the Plus icon to add a new team.

3. Click the Upload Teams icon .

4. Click Import CSV/XLS/XLSX.

5. Find and select your bulk registration import file.

6. Click Next.

7. Payment Plans: Select a payment plan that is associated with the program. If there is no payment plan created, Click Next.

8. Registration Summary: Review the following information.

   • Programs

   • Divisions

   • Team

   • Due at Checkout

   • Due Later

   • Payment Plan

   • Adjustment

9. Click Finish.

10. Once completed, the following actions will populate.

    • View Invoice

    • View Rosters

    • View Team Details

    • Edit Profile or Login

    • Start Over