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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

    :
  5. Purchasing Sub-Brand:

  6. Purchasing Short Name:
  7. Number of Teams: Enter the number of teams you that will be registeringregistered.

  8. Click Next.

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

  10. Click Next

  11. 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.

  12. Click Next.

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

  14. Registration Summary: Review the following information.

    • Programs

    • Divisions

    • Team

    • Due at Checkout

    • Due Later

    • Payment Plan

    • Adjustment

  15. Click Finish.

  16. 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.

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

    • If the user is not available. Type their name, press 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.

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

    5. Division*

    6. Team Name*

    7. Team Home Town*

    8. Team Home State*

    9. Coach Email*

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

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

  9. Click the Upload Teams icon .

  10. Click Import CSV/XLS/XLSX.

  11. Find and select your bulk registration import file.

  12. Click Next.

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

  14. Registration Summary: Review the following information.

    • Programs

    • Divisions

    • Team

    • Due at Checkout

    • Due Later

    • Payment Plan

    • Adjustment

  15. Click Finish.

  16. Once completed, the following actions will populate.

    • View Invoice

    • View Rosters

    • View Team Details

    • Edit Profile or Login

    • Start Over