To change a registration after checkout, open it from the customer's Enrollments page with the Edit Enrollment icon (pencil), make your changes on the Edit tab and click Save. The Edit tab changes the offering within the same program, a volunteer's type, a team's name and the registration's answers. To move someone to a different program, use the Transfer tab instead.
Applies to: Org admins with the Edit Enrollment permission · All plans · Player, adult, volunteer and team registrations
Where: Customers > Account Management > Search > (customer) > Enrollments > Edit Enrollment > Edit
Edit a registration
- Go to Customers > Account Management > Search, find the customer and click their name.
- Click Enrollments.
- Click the Edit Enrollment icon (pencil) on the registration. It's shown for accepted and waitlisted registrations.
- On the Edit tab, change what you need. The table below explains each section.
- Click Save.
What you'll see: "Enrollment updated." The page reloads with your changes. At the top, Enrollee Details shows the person and the registration's status (such as Accepted or Waitlisted), Program Information shows the program and offering, and Order Details shows the order number, date and time. Click the person's name to open their profile, or the order number to open the order.
What you can change on the Edit tab
| Section | What it changes | Good to know |
|---|---|---|
| Offering | Moves the registration to another offering in the same program. Player and adult registrations list the program's offerings of their own kind; volunteer and sponsor registrations list all of them. | The price doesn't change, and the new offering's age limits and Max # of Enrollments aren't checked. The person stays on the same team. To move to another program, use the Transfer tab. |
| Session (camp programs) | The camp session | Sessions the camper is already registered for aren't listed. |
| Volunteer Type (volunteers) | The volunteer's role, such as Coach | If the volunteer is on a team whose team site is published and linked to your program, only Coach, Assistant Coach, Team Parent and Manager can be chosen, and saving updates their role on the roster and the team site. Otherwise the page says "Will not change existing roster or team site assignments." |
| Internal Information | Your organization's internal enrollment fields | Admins only; families don't see them. |
| Internal Comments | Notes about this registration, up to 250 characters | Admins only. |
| Team Information: Team Name (team registrations) | The team's name | Renames the team in your divisions, schedules and its team site. It can't be changed here for a team in a program linked to a master program. |
| Program Specific Information, or the headings your program uses | The answers to the program's enrollment fields | Fields added to the program after the person registered appear too, so you can fill them in. Each changed answer is recorded (see below). |
| Special Requests, Medical Information, Emergency General Information | Those answers, when the program asks for them | Special Requests (Coach or Player Requests) holds up to 250 characters. |
In a Team Registration plus Roster program, edit the team's registration to change the team name, not a player's roster registration.
Other tabs and buttons
| Tab | When you see it | Use it to |
|---|---|---|
| Accept | Waitlisted registrations | Move a registration off the waitlist |
| Cancel | Any registration that isn't canceled | Cancel it, with a refund, credit or no refund. Set Remove from Roster to Yes to take the person off their team. |
| Transfer | Accepted registrations, for admins with the Transfer Enrollment permission (not team registrations or Youth Camp programs) | Move the registration to a different program |
| Photo | Programs whose Enrollment Image (or Volunteer Image, for volunteers) isn't No | Add, replace or remove the person's photo |
| Workflow | Programs with a workflow, for admins with the Workflows permission | Work through the registration's workflow items |
The tabs appear only when more than one is available. On the Edit tab, the Roster button opens the roster of the team the person is on, and the Workflow button opens that team's roster workflow; both appear only once the person is on a team. The Terms table lists the terms accepted with this registration (Revision Id, Description, Accepted and Updated By). Click the magnifying glass (View Revision) to read the version that was accepted.
See who changed a registration (revision history)
On the Enhanced, Elite and Enterprise plans, the Activity Log shows each changed enrollment-field answer with its old and new value.
- Go to Administration > Manage Users > Activity Log.
- Set the Date Range and click Update.
- In the Type column's filter box, type Enrollment.
- On an Update Enrollment Field Value row, click the magnifying glass to see the Field Name, Old Value and New Value.
Other saves on the Edit tab are listed as Update Enrollment, with the person's name but without old and new values.
If it doesn't work
- There's no Edit Enrollment icon. The registration is canceled. Canceled registrations can't be edited.
- Save is grayed out. Your admin role doesn't include the Edit Enrollment permission, or the registration is canceled.
- The offering you want isn't in the Offering list. It's in another program (use the Transfer tab), or it's for a different kind of registration, such as an adult offering for a youth player.
- Some volunteer types are grayed out. The volunteer is on a published team site linked to your program, where only the four team roles fit. To give them another type, take them off the team with Assign To Roster first.
- A message names a field, for example "Team Name field is required." or "Special requests max length is 250 characters - please shorten." Correct that field and click Save again.
- The person is still on their old team, or the balance didn't change. That's expected: the Edit tab doesn't move people between teams or change charges. Use Assign To Roster to change the team, and add a Misc - Debit or Misc - Credit on Account Overview for a price difference.
Good to know
- Admins can edit a registration at any time, including after registration closes.
- TeamSideline doesn't email the family when you save changes.
- On the Enhanced plan and higher, families can update enrollment fields marked Can Be Edited, and their photo, from My Account > Enrollments on your website.
Related articles
- How to transfer an enrollment to another program
- How to cancel an enrollment and refund the card
- How to accept waitlisted enrollments
- How to collect enrollment photos (Enrollment Image) and add or replace a player's photo
- How to assign players and coaches to teams (Assign To Roster)
- How to run the Enrollment Information Report (who registered, answers, balances, team assignments)
- How to charge a family an extra fee or bill them for an amount owed (Misc - Debit)
- How to add a Misc-Credit to a customer's account