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How to Use Bulk Registration

  1. Sign in to a PlayerFirst website.

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

  3. Choose Billing Profile: Type 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.

    • Enter the following information:

      • Purchasing Brand:

      • Purchasing Sub-Brand:

      • Purchasing Short Name:

  5. Number of Teams: Enter the number of teams you will be registering.

  6. Click Next.

  7. 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-edit button on the top right.

    • If there is another team to add, press the Plus icon to add a new team.

  8. Click Next

  9. 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.

  10. Click Next.

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

  12. Registration Summary: Review the following information.

    • Programs

    • Divisions

    • Team

    • Due at Checkout

    • Due Later

    • Payment Plan

    • Adjustment

  13. Click Finish.

  14. Once completed, the following actions will populate.

    • View Invoice

    • View Rosters

    • View Team Details

    • Edit Profile or Login

    • Start Over

Videos:

How to Bulk Register via Import

  1. Sign in to a PlayerFirst website.

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

  3. Choose Billing Profile: Type 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.

    • Enter the following information:

      • Purchasing Brand:

      • Purchasing Sub-Brand:

      • Purchasing Short Name:

  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. Program ID*

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

  1. Division*

    1. Team Name*

    2. Team Home Town*

    3. Team Home State*

    4. Coach Name

    5. Coach Email

      * Denotes required.

  2. Click (blue star) .

  3. Click Import CSV/XLS/XLSX.

  4. Find and select your bulk registration import file.

  5. Click Next.

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

  7. Registration Summary: Review the following information.

    • Programs

    • Divisions

    • Team

    • Due at Checkout

    • Due Later

    • Payment Plan

    • Adjustment

  8. Click Finish.

  9. Once completed, the following actions will populate.

    • View Invoice

    • View Rosters

    • View Team Details

    • Edit Profile or Login

    • Start Over

Videos:

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