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Schedule > Event Details

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Schedule > Attendance

 

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Profile

  • Refreshed view of Orders & Invoices

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Schedule > Attendance

 

My Team > Roster

  • Sort feature added 

 

Profile

Info

11/18 - Workflow and Cart Refresh & Front End Bulk Registration

Customer Checkout

...

  • Updated workflow to remove the waiver from registration and into the checkout process

  • Refreshed the look of many of the screens in the

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  • workflow

Previous State

Update

Cart

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Waiver

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Payment Plan Option

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Bulk Registration

Customers can now register multiple teams into an event or teams to multiple events

  • CSV upload available

  • New table view registration with multiline edit capabilities.

How to Bulk Team for a Program(s)

Info

11/8 - Updates

Program > Registration Details > Edit Program > Division

  • A table has been added to the Division Tab to allow better visibility of Program Divisions

  • View All Divisions has been moved to the kebab

  • Use the icons for each division to edit, copy, or remove

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Program > Registration Details > Division Details

  • Multiple registrations can be moved on the Division Details page

  • Users can now multi-select teams/individuals to move to different programs, divisions, or teams.

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  • Multiline edit has been added once you select the registration to move for easy replication.

    • Updating payment plans and/or applying an adjustment are all options from this table.

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How to Move Multiple Accepted Athletes/Teams

Info

10/11 - Updates

Program > Division Details

  • Added

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  • Team Admin Notes column when any of the divisions are registered as teams.

Shop > Manage Catagory

  • A Manage Categories page was added to the breadcrumb menu on the Shop page.

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  • This page was previously found under Global Settings

  • Admin can add

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  • or edit existing questions

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  • for specific shop categories.

  • NOTE: This is a Global setting, and we will add questions for all brands.

How to Add a Global Shop Catagory Question

Info

9/25 - Updates

Team > Team Management & Team Reporting

  • (Deleted)” will display next to an athlete’s name to indicate if the profile has been deleted.
    Ex: Mike Romano (Deleted)

Team > Team Reporting

  • A Quick Waiver column was added to show a green checkmark if the athlete completed a Quick Waiver. The field will be left blank if the athlete completes the Roster Waiver.

Info

9/12 - Updates

Communication > Create Message

  • Product Filters have been added when creating a message

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How to Email Users who have Registered for a Program and have/have not Purchased a Product

Info

9/5 - Updates

Sales > Invoices > Create Invoice

During manual invoice creation…

  • The Brand and Sub-brand fields are now required.

  • Servicing Starts and Servicing Ends fields were added, and will only show when selecting a class directly with no program.

How to Create a Vendor Invoice

Club App > Message Tab

  • Users can pin and unpin chats within the Messages tab of the Club App

How to Pin/Unpin Messages in the Club App

Info

8/23- Add-on Updates

Program > Registration Details > Edit> Add-ons

  • When editing a program, the Add-ons tab will display all existing add-ons in a table.

  • Users can Show During Registration or Show During Waivers when adding a new add-on.

  • On the Rosters tab on the Team Reporting page, a column was added to the Roster table to indicate if required products were purchased for each registrant.

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How to Create an Add-on

Info

8/2- Updates

Sales > Invoices > Add Invoice

  • New Categories and their corresponding GL codes have been added as Account Type options when creating a 3rd Party invoice.

How to Create a Vendor Invoice

Sales > Invoices > Receive a Payment

  • When receiving a payment, the allocation module will automatically distribute the payment evenly across all invoice items.

  • Allocation can be modified if necessary to apply to different line items.

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Sales > Shop > Create a Subscription Product.

  • When creating a new product, a monthly or yearly payment option is now available.

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  • This can be renewed automatically based on the term type that has been added.

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  • An additional page has been added Sales > Subscription Status has been added to track, manage, or cancel payment plans.

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How to Create a Subscription Documentation

Program > AES Status is live

  • The PlayerFirst AES Status Page is syncing to AES

  • All AES Registrations will now be invoiced out of PlayerFirst

AES Program Setting & Information

Program>Registration Details > Details Tab: Add Waiver Export

Export Waivers has been added as an option

  • From the Division Details tab, you will now have the option to export waivers for all

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  • athletes in the selected program in one file. The individual waivers are each a page in the file.

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Club App > Add Event Update

  • We have updated how a user can add an event

Info

7/22- Web Front End Addition: One-Time Code

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Users will now have the option to use a ONE-TIME CODE or PASSWORD once they have entered their Username, Email, or Phone Number associated with their account to log in.

Password

  • This remains the same as the current state and should be selected when user knows the or has saved the password associated with their accout.

One-Time Code

  • Will prompt the user to select the email address or phone number associated with an account.

  • This option will appear at each login.

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  • A code will be used to verify and login to the account.

  • This option will appear at each login.

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Info

7/1 - SALES TAX INFORMATION

Sales Tax Information.pdf

Info

6/28 - UPDATES

Team > Team Reporting > Roster

  • Quick Waiver players will now show under this table too, with “Division” and “Team” columns blank

    • To find these athletes on Team > Team Reporting > Roster Filter by filtering by Program only

Shop > Gate/Parking

  • When someone purchases a gate/parking after their purchase is complete, they will be prompted to sign a waiver

If they have an athlete in their profile without a valid waiver

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If someone purchases a gate/parking product type, and they do not have an athlete in their profile, they will be prompted to sign a waiver.

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Info

6/14 -UPDATES

Sales > Shop

Users can now bulk copy products in Shop under Product Details

Program > Bulk Registration

  1. Communication

PlayerFirst has added several options to the Message to help improve the workflow and recipient options based on filter selections.

  • Skip Recipient List Preview will allow you to skip this step and the time it takes to load this page.

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  • Schedule Resend gives the ability to save additional date(s) for messages to send to those in the list who have not opened the message, and send with an updated subject.

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  • The ability to Include athletes that have completed a quick waiver can not be selected from the Additional Recipients from Program(s) filters.

  1. Access App First Time Checkout

The checkout process has been dated to include a First Time Checkout option. This will allow our customers to create their

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profiles during the checkout process.

Note: Prior the customer was taken out of the App and into the web to create their profile.

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Info

5/13 - Changes to Program > Registration Details Page

PlayerFirst will be releasing a change to Program > Registration Details that will be a noticeable and impactful change to our users.  Please make your brands aware of this change before release

PlayerFirst will be updating and combing the sub-navigation under Program > Registration Details. This will add a Program Summary page and combine the Status and Details Page into just Details.

NOTE: All currently saved custom views will no longer apply and will need to be saved again with the new column display.

New Navigation Tabs:
Current - Division / Status / Details

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Updated To - Summary / Division / Details

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Comparing the current and new views

CURRENT VIEW

UPDATED VIEW

When you Select Your Program from Program > Registration Details

DIVISIONS  - All Division Total /Program information & Status
SUMMARY -Important Program Information & Status

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STATUS - Selected Division Financials
DIVISION - All  Division Totals and Financials

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DETAILS - Selected Division Information 
DETAILS - Selected Division Financials & Information

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Info

5/8 - Roster/Waiver Live Updates Live

PlayerFirst has made several updates to the Roster/Waiver process.  We have taken the feedback gathered from our brands and families, and the following are now live!

Please share with your brands.

 

  • Birthday and Grad Year will no longer be required.

    • Template and documentation have been updated to reflect this change

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  • When saving a roster Coaches/Directions will have the opportunity to send an email to all athletes on the roster to allow for update of parent/guardian contact and athlete information

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  • At the brand level - Jersey numbers can be made optional when rostering

    • This is by brand not by program.

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  • XLS files will be able to be uploaded and saved.

    • PF Templates will still be CSVs, but an XLS file will no longer prevent the user from uploading and saving

  • Updating and displaying better feedback

    • We have added a column that will show if an athlete has an Existing profile.

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  • More specific messaging when a customer encounters issues saving.