How to Manage Registrants

REGISTRATION 📋

Registration is where you will manage all athlete information. This includes everything collected for the participant and family during the sign-up process.

This guide will cover the following tasks- 

• Steps on how to search and locate all completed athlete registrations
• How to view and edit participant and family information entered by parents 
• How to view and edit participant status
• How to change participants
• How to edit the activity
• How to manage physicals
• How to delete a registration

How to Search and Locate a Completed Registration  📋

1. Click Registrations on the left-side navigation menu.
   
2. The top of the Registration page has many filters to help users to search, if searching for a particular student please keep it simple and search by name only.  This will autoload any registrations that match in a list below the filters.
   
   
   
3. Any 🔹text on this screen can be clicked and open to show more details. 
   1. Click on the student's name to open see all registration details collected.
   2. All 🔹 Edit options can be clicked to open and allow for editing. Edit as needed and make sure to click Save at the bottom of the box. **the only exception to this edit rule is the Family Contact email cannot be edited by admin, only the parent or owner of the account can change the account email.** 
   3. 🔹 Download as SCV is also a useful tool if you need the date the registration was entered, that will be shown in this report along with all information provided by the parent when completing the registration.
   4. On the far right side of the screen there is a box for Participant Status. Admin users can view and edit their participation status here from the dropdown options. Coaches will be able to see this participation status on their rosters.
   5. Below Participant Status there are two buttons.
      1. Delete Registration - if the registration was a mistake and no payment was made and the student was not rostered, the registration can be deleted.                                                                                        
      2. Edit Activity - for changes when a parent chooses the wrong sport/activity by mistake or when an athlete does not make a roster and wants to try another sport/activity. A box opens showing the current sport and a dropdown box that will open to the available options to change to. **Please note text in red box or rules on changing activities**
      3. If either of the buttons above show grayed out, that means there is one of the reasons listed above that is not allowing changes or deletion.
   6. The last 🔹 option in the registration details is the Download Current Physical.

      Parents can upload physicals themselves, but admin users also have the ability to upload them. Click Choose File to upload physicals here.

      Once a physical has been uploaded, it can be downloaded by clicking Download current physical .

4. Managing Uploaded Physicals - if your school has the physical upload feature turned on to allow parents to upload their student's sports physical.

   1. Admin users can approve physicals directly from the home screen. Simply click Review All Physical Exam Forms to go to the Physical Uploads Dashboard. There is also a tab labeled Admin Dashboard on the top menu options that shows the number of physicals awaiting admin action.

      Don't see the Action Center? This means there are no pending physicals. This will only appear when action needs to be taken. 

   2. Once in the dashboard, there are options to Approve or Deny the physical.

      Declined physicals will be visible on the dashboard for 30 days.