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 mark it 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. Add the Add-On to your Program's enrollment offering(s). When adding it, select the correct Offering (choose All to apply it to every offering) and Enrollment Type.
3. For Required?, select Yes if each enrollee must purchase it at checkout. You can also choose 1 per Order or 1 per Season Year per Individual Enrollee depending on how the fee should be charged.

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 log in to their accounts and add the Add-On to their enrollment. This shifts the manual work to the customer and is useful when you have many accounts to update.

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.

Troubleshooting: "No Add-Ons Available" When Adding to an Existing Enrollment

If you don't see the Add-On in the drop-down when trying to add it to an existing enrollment, registration must be open for the Offering the enrollee registered into.

1. Temporarily open registration for that Offering.
2. To prevent new sign-ups while you work, toggle the Program's visibility so it is not publicly visible (set visibility to red from Manage Programs).
3. Add the Add-On to the enrollment as described above, then restore the original registration dates and visibility when finished.