How to Create a New Program that doesn't take Registration in PlayerFirst

Owned by Mike Romano
Last updated: Jul 25, 2024
2 min read

  1. Sign in to a PlayerFirst website.

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

  3. To the right of the Search Programs bar, click the .

  4. Program Basis: Select A new program from scratch.

  1. Program Specifications

    1. What platform handles registration: Select the platform that will handle registration.

      1. If AES…

        1. 3rd Party Platform ID: Enter your AES Event ID.

          1. To find the Event ID on AES, go to your event’s registration and copy the number in the website slug.

          2. Screen Shot 2024-07-18 at 10.32.37 AM.png

        2. Auto-Create Invoices: Enable to auto-create & email invoices after AES registration. If left disabled, an operator will have to manually trigger the creation of each invoice from the AES status page.

        3. AES Invoice Email Message / Message Placement: Enter a custom message and select where it will be placed. This will be included in the email sent when an AES invoice is created.

    2. Enter the number of days an athlete will be participating in the program.

    3. Select whether or not the program includes athletes participating in sports.

      1. If Yes…

        1. Select whether or not the program is sanctioned by a 3rd party.

          1. If Yes…

            1. Enter the name of the 3rd party.

            2. Select whether or not the 3rd party will be providing insurance for the program.

            3. Select whether or not the program is an Overnight or Day program.

  2. Details

    1. Program Name: Enter the name of the program you are creating.

    2. Accounting Group: Select whether the program is a Budgeted Program or a Program Without Budget.

      1. If Budgeted Program…

        1. Search and select the appropriate Accounting Group the program will be budgeted under.

      2. If Program Without Budget…

        1. Add a new Accounting Group in which the program will be budgeted under.

    3. Event Start/Event End: Add the dates your program will begin and end.

    4. Year: Add the fiscal year for the program.

    5. Activity Type: Select the activity category the program belongs to. This will link to the external ERP software.

    6. Time Zone: Select the time zone for where your program will be held.

  3. Click Create Program.

  4. Basic Tab

    1. Primary Location: Search and select the primary location where the program is taking place.

      1. If a location does not appear in the search click Edit List to add a new location.

      2. How to Add a New Location

  5. Reporting Tab

    1. Registration/Financial Target: Enter the registration and financial target for the program.

      1. How to Add Registration and Financial Targets

  6. Press after entering information across tabs.

  7. The Program Requires Approval banner at the top of the page will show if Admin and Ops are yet to approve the program. Click Request Approval to notify Admin and Ops the program is ready to be reviewed.

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