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Boundary Options - How to restrict enrollments based on address

  • Updated

The Boundaries feature allows your organization to validate participant addresses during registration and restrict enrollment to specific geographic areas your Organization has configured.

Boundary validation occurs when a participant adds an enrollment item to their cart.

How to set up Boundary Restrictions:

  • Navigate to Programs > Configurations > Boundaries > General.

  • For Validation On, select where boundary validation should apply:

    • All Programs: Boundary validation is enforced for all programs.
    • Specific Programs: Boundary validation is enabled only for selected programs and can be configured on the program's Step 1 Setup page.
  • For Validation Action, select how the system should handle addresses outside the defined boundary:
    • Nothing: No message is displayed and enrollment is allowed.
    • Warn: A warning message is displayed, but enrollment is still allowed.
    • Prevent: An error message is displayed and enrollment is blocked.
  • Click Save after making changes.

How to configure a Boundary:

You can define boundaries using Cities, ZIP Codes, or a Visual Boundary Map.

How to configure a Boundary by City:

  • Navigate to Programs > Configurations > Boundaries > Cities.
  • For City, enter a City Name
  • Click Add.
  • Added cities will appear in the list below.
  • Click the red X icon to remove a city.

How to configure a Boundary by Zip Code:

  • Navigate to Programs > Configurations > Boundaries > Zip Codes.
  • For Zip Code, Enter a ZIP Code
  • Click Add.
  • Added ZIP Codes will appear in the list below.
  • Click the red X icon to remove a ZIP Code.

Visual Boundary Map

  • Navigate to Programs > Configurations > Boundaries > Visual Boundary.

  • Double-click the map to begin.
  • Click to add boundary points.
  • Complete the shape until the area is shaded.
  • Click Save.

Note: For the Visual Boundary Map, if your city provides GIS Coordinates you can use these to import in your Visual Boundary Map. Click here for more info.

Note: You only need to configure one option, if you configure multiple just note that the Visual Boundary Map overrides City and ZIP Code boundaries.

Non-Resident Fees

Organizations that charge an additional fee for participants residing outside their boundaries can have a Non-Resident Fee configured. Click here for more info.

Non-Resident Fees are not enabled automatically. If your organization would like to charge a fee to participants outside the configured boundary, please contact support@teamsideline.com for assistance with setup.