Internal Communications

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

11/8 -Divison Table & Multi Move Update

10/11 - Updates

9/25 - Updates

9/12 - Communication Update

9/5- Updates

8/23 - Add-on Updates

8/2 - Updates

7/22 - Web Front End - One-Time Code Added

7/1 - Sales Tax Information

6/28 - Updates

6/14 - Update

5/31 - Bulk Registration Update

5/24 - Updates

5/13 - Updates to Registration Details Page

5/8 - Roster/Waiver Updates

Customer Checkout

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

• Refreshed the look of many of the screens in the is workflow

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)

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

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.

• 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.

How to Move Multiple Accepted Athletes/Teams

Program > Division Details

• Added a 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.

• This page was previously found under Global Settings

• Admin can add questions, or edit existing questions, for specific shop categories.

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

How to Add a Global Shop Catagory Question

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.

Communication > Create Message

• Product Filters have been added when creating a message

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

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

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.

How to Create an Add-on

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.

Sales > Shop > Create a Subscription Product.

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

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

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

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

Club App > Add Event Update

• We have updated how a user can add an event

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.

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

• This option will appear at each login.

Sales Tax Information.pdf

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

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.

Sales > Shop

Users can now bulk copy products in Shop under Product Details

• How To Bulk Copy Products in Shop

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.

• 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.

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

2. 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 profile during the checkout process.

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

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

Updated To - Summary / Division / Details

Comparing the current and new views

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

• 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

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

  • This is by brand not by program.

• 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.

• More specific messaging when a customer encounters issues saving.