No. TeamSideline can't add an add-on to existing enrollments in bulk, so each existing enrollment gets the add-on one at a time, by you or by the family. You can make the add-on required so everyone who registers from now on is charged automatically.
Applies to: Org admins · All plans · Registration programs that use add-ons
Where: Programs > Manage Programs > (your program) > 2 Configuration > Add-Ons
Overview
A common request is to apply a new Add-On (for example, a mandatory fundraiser or uniform fee) to every account already enrolled in a Program at once. TeamSideline does not currently support adding Add-Ons to existing enrollments in bulk. Add-Ons must be added to each existing enrollment individually, but you can configure the Add-On so that it applies automatically to everyone who registers going forward.
This article explains the current limitation, how to make the Add-On mandatory for future registrants, and the workarounds support recommends for enrollees who have already registered.
The Short Answer
- Existing enrollments: There is no mass/bulk tool. Each existing enrollment must have the Add-On added one account at a time (by the admin or by the customer).
- Future registrants: Add the Add-On to the Program and set Required? so it is charged automatically at checkout for anyone who registers after you make the change.
Step 1: Make the Add-On Apply to Future Registrants
Adding (and requiring) the Add-On on the Program means every new registration will automatically include it — no manual work per account.
- 1. Go to Programs > Configurations > Buy Items/Add-Ons and create the Buy Item/Add-On if it does not already exist.
- 2. Go to Programs > Manage Programs, open the program, click the 2 Configuration tab, and click Add Add-On under Add-Ons. Select the correct Offering (choose All to apply it to every offering), Enrollment Type and Buy Item.
- 3. For Required?, choose how the fee is charged:
- Yes: every enrollee, on every registration.
- 1 per Order: once per checkout.
- 1 per Season Year: once per enrollee per season, across programs.
- 1 per Account per Season: once per family account per season, across programs and checkouts. See How to charge a family fee once per season (1 per Account per Season).
- 4. Click Add.
Important: This setting only affects people who register after you make the change. It does not retroactively charge people who are already enrolled.
Step 2: Handle Enrollees Who Have Already Registered
Because there is no bulk option, choose one of these workarounds for existing enrollments.
Option A — Ask customers to add it themselves
Once the Add-On is on the Program, existing customers can sign in and add it to their enrollment from My Account > Enrollments. This shifts the manual work to the customer and is useful when you have many accounts to update.
Families can buy add-ons there only while their offering's registration is open, or until the program's Add Rebuy Until date if you set one (Enhanced, Elite and Enterprise plans).
Option B — Admin adds it one account at a time
Follow How To Add an Add-On as an Admin to an existing Enrollment:
- 1. Go to Customers > Account Management > Search and look up the customer.
- 2. Select the customer's name to open the Account Overview.
- 3. Click Place Order, then click Add Add-On.
- 4. Select the Enrollee, Enrollment, Add-On, and any required Options/Text.
- 5. Click Add, then Checkout. You can set the amount so the charge posts to the customer's account as a balance they log in to pay.
You can do this at any time, even after registration has closed.
Troubleshooting: the Add-On isn't in the list
- A family doesn't see the Add-On on My Account > Enrollments. Registration has closed for their offering. Set an Add Rebuy Until date on the program, or add it for them with Option B.
- You don't see the Add-On when using Add Add-On. The list shows only add-ons for the offering the enrollee registered in, and only accepted enrollments. An add-on the enrollee already has is left out unless the add-on has Allow Rebuy set to Yes.
- A family can't select a fee marked "(already purchased this season)". The fee is set to 1 per Account per Season and someone on the account already bought it this season.