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We want to make sure you're getting the full value out of the Snap! Spend platform, so your Onboarding Manager will meet with you to guide you through initial set up and train you on the features that will set your organization up for success!
Training FAQs
Who should I bring to the meeting?
This meeting is exclusive to Program Admin and anyone else on your Admin Team who you'd like to have permissions to manage the program and all group accounts.
Note: This meeting is not intended for Group Staff/Team Managers. The Onboarding Manager will discuss a training plan for Group Staff during the Program Admin training!
How long is the meeting?
Program Admins will meet 1:1 with their Onboarding Manager for 45 Minutes to successfully set up their Snap! Spend account.
Training Agenda
- Tour of the Snap! Spend platform
- How to add additional Program and Group Staff
- How to set up budgets, groups, and rosters
- How to add invoices to your payment schedule
- How to order debit cards
- Banking functions such as transferring, sending money, and reconciling transactions
How to Prepare
1. Ensure you're able to sign in to your Snap! Spend account!
2. Gather information for one team/group that we can use to practice adding groups, invoices, and players/participants such as:
✅ Understanding of your org's budget preferences (if you're interested in setting up a budget in Snap! Spend)
✅ Team/Group name
✅ Season dates
✅ Invoice description + amount (i.e. Uniforms, $150)
✅ Team/Group assistant name + email address
Snap! Spend is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC. The Snap! Spend Visa Debit is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted. Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity.
You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program.