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.

1. Sign in to a PlayerFirst website.

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

3. Click the button to import a list of teams, or the to manually add teams.

   • If importing, use the excel template found below.
     

     • Upload the file as a XLS or XLSX file.

4. Ensure that all the required/necessary fields are filled out. (* indicates required)

   • Program*

   • Division*

     • If registering across multiple programs, DO NOT use the multi-select tool to select divisions.

   • Team Name*

   • Team Home Town*

   • Team Home State*

   • Billing Contact*

   • Billing Contact Email*

   • Billing Contact Cell*

   • Team Contact

     • Team Contact Email and Team Contact Cell fields will be required if Team Contact is entered.

   • Coach Name

     • Coach Email and Coach Cell fields will be required if Coach Name is entered.

   • 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 Expenses

     • Complete this if the buyer is another 3STEP brand. Enter the appropriate class.

   • 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.

   • 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.

5. Once all the information is entered, click Next.

6. 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.

7. Confirm everything is correct, and click Finish.

8. Once completed, the you will be able to Start Over, or view the new invoices created.