How to Create a Group

Click on the Groups link

Click on the New Group button

Revenue Category: Select the desired category to associate with all registrations into this group. If sub-groups are created in a group, the revenue categories can be the same or different from the parent group.

Group Name: Enter the title of the group

Group Status: Notes the current status of this group

• Active: The group has yet to begin, is currently in progress or has just recently been completed.
• Completed: Marks the group to be archived and not displayed when you click on the Groups link at the top of your account

Auto Archive This Group After: Allows you to set the group as completed automatically after a certain date

Description: Additional detailed information of the new group. This is internal information and not seen by the registrants.

Session, Sport and Age or Division: These fields allow you to associate each option to be used as a filter from the main groups page to view specific sets of groups. If these are added to a group, the group will be searchable by that tag from the main Groups page. 

Each subgroup is a: In the text-box, enter what each subgroup is (session, class, camp, clinic, etc).  The default will be team if this box is left blank.  This is important for when setting up online registration.  When setting up online registration you will need to set up registration fees with a registration type.  When labeling the used in will be seen on the registration page, so it should make sense to the registrant. 

Contact Person and Contact Email: Enter the name and email of the main contact for that group.

Price:  The customer does not see the number you enter into this field.  This will appear on the main Groups page. The customer will pay the fee added when setting up the fee on the online registration page for that group.

Max Individuals: Allows you to enter the maximum amount of people allowed to register into the group.  When creating a subgroup, this information will populate on the subgroup info if the populate fields from the parent group is selected. 

When manual registrations are performed, this number is ignored and you can exceed it. If the registration is done online, anyone exceeding this number is notified before they fill out the form that they will be placed on a waiting list  if a waiting list is enabled, and will not be an active registrant in the group.

 Max Subgroups: Is the maximum amount of subgroups allowed to be in this parent group.  This will appear on the main Groups page. If the New Team Fee option is selected, this will be the number of teams that can be registered.

Allow Wait-List:  If the number of registrants in the Max Individuals field is set , you can choose to enable a wait-list. This can be set in the online registration default settings or you can bypass the default setting for the specific Group. 

Save & Continue: Saves the new group and keeps you in the new group to continue adding subgroups or register clients.

***Trainer Note: If you would like to continue adding sub-groups, look on the left menu. Make sure you move your mouse back to the parent group.

Save & Return: Saves the group and takes you back to the group list. You will now see your group listed among active groups. The group can be accessed by clicking on the group name itself or the edit (pencil icon) on the far right. The red X can be used to delete the entire group.

Deleting the group does not void any billing for those registrants within the group.

Once you have filled in the necessary or desired fields click on either Save & Continue (recommended) or Save & Return

You will now be able to Register Members, Set up Online Registration, and Create Sub-Groups.

Note: Click the Update button when changes are made to the group details.