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Registration settings reference (Programs > Configurations > General)

Programs > Configurations > General holds the registration settings for your whole organization: the word used for players, how families can pay at checkout, who gets copies of order and payment emails, what proof families must provide, defaults for new accounts and players, and how rosters show; settings for one program, such as Partial Pay, are on that program's 1 Setup page instead. This reference lists each setting the page shows and what it does.

Applies to: Org admins whose role includes Programs > Configurations > General · All plans (Payment Plan Copy To needs Enhanced, Elite or Enterprise; Chargeback Copy To needs a Payrix payment gateway) · Every registration program

Where: Programs > Configurations > General

Change a setting

  1. Go to Programs > Configurations > General.
  2. Change the settings you want. The sections below are in the order the page shows them.
  3. Click Save at the bottom of the page.

What you'll see: "Registration Configurations updated." The changes apply to your whole site right away.

Terminology

  • Participant Type: Player, Participant, Player/Cheerleader or Swimmer. The word used for a player in places such as the Add button on a customer's account (Add Swimmer, for example), the enrollment type on dashboards and enrollment lists, and how a registration is described in the cart.

Checkout

The payment method settings are explained step by step in the payment methods article below.

  • Enable Credit Cards?: Yes takes card payments through your Payrix payment gateway. It can be turned on only once TeamSideline has set up card processing for your site.
  • Enable Checks?: Yes offers Pay by Check. Families are told to mail the check to the address under Mailing Address Defaults.
  • Check Payable To: up to 50 characters, the name families make checks out to, shown on the order confirmation. Fill it in whenever Enable Checks? is Yes.
  • Enable Other?: Yes offers a way to pay you outside TeamSideline, such as Venmo or cash. No unless you change it.
  • Other Label: up to 50 characters, the name of that method, as in "Pay by Venmo".
  • Apply Credit: Yes lets a family whose account has a credit use it at checkout. They see "Your account has a credit balance of" the amount, and a check box: "Yes, apply my account credit to this order."
  • Balance Block: Yes stops families who owe a balance from checking out new orders until it's paid. Amounts still due on an active payment plan don't count.
  • Enable Pay Balance: Yes lets families pay what they owe online, by card. It needs Enable Credit Cards? set to Yes.
  • Order Copy To: email addresses, separated by commas (up to 300 characters), that get a copy of every order confirmation that includes a registration.
  • Chargeback Copy To: shown when your site uses Payrix. TeamSideline's chargeback notices ("A Chargeback Has Been Opened" and the email saying how it was resolved) go to these addresses, with a copy to TeamSideline, so list whoever handles disputes.
  • Payment Plan Copy To: shown if your role includes payment plans. Addresses copied on the email sent when a payment plan charge is declined. They also get the email sent when a membership's automatic renewal payment fails.
  • Membership Renewal Copy To: shown if your role includes memberships. Addresses copied on the "Upcoming Membership Auto-Renewal Notification" sent before a membership renews. The box's note mentions declines and failures, but the failed-payment email goes to Payment Plan Copy To.

Admin Checkout

  • Show T&Cs: Yes shows your terms and conditions to an admin who registers a customer or adds a membership through admin Place Order, so the admin can accept them on the customer's behalf. No unless you change it.

Items Required

These settings list items a family still owes you on a player's order confirmation, with your What To Do Text. You mark each item received on the customer's account, where the check boxes appear once the setting is on.

  • Address Validation: Yes tracks whether each family's home address has been verified. A player registration from an account whose primary parent isn't marked verified shows "***Home Address Verification Required***" in red on the order confirmation. Mark it with Address Validation on the parent's edit page.
  • Auto Addr. Validation: Yes marks a new account's address verified when the family creates the account with an address inside your boundary map or, if you have no map, one that matches your Boundaries city and zip code lists (both, if you have both). With no map and no lists, every new account is marked verified. Accounts that already exist aren't checked again. It needs Address Validation set to Yes.
  • Birthday Validation: Yes asks for proof of birth date for player registrations. Until you check Birthday Validation on the player's edit page, the order confirmation shows "***Proof of Birth Date Required***".
  • Bday Val. Override: when checked, a player who already has an accepted registration in another season (a program with a different season year or period) isn't asked for proof again. It needs Birthday Validation set to Yes.
  • What To Do Text: up to 250 characters telling families how to provide the items, for example where to mail them. Required when Address Validation or Birthday Validation is Yes.

Payment Information

  • Checks Override and its Help Text (For Checks, up to 250 characters): when checked, your text replaces the standard check details in the order confirmation email.
  • Other Override and its Help Text (For Other, up to 250 characters): when checked, orders paid by Other show your text as instructions.

Mailing Address Defaults

  • Mailing Street Address, Mailing City (up to 50 characters each), Mailing State and Mailing Zip (5 digits): your organization's mailing address, where families paying by check are told to send it. All four are required, even when checks are off.

Address & Phone Defaults

  • Default City (up to 25 characters), Default State and Default Zip (5 digits): filled in for families when they create an account, and on Guest Checkout and an admin's new parent page. A family who signs up with another state sees "You have registered using a state which is not the default state for this organization."

Gender Default

  • Gender: None, Boys/Men or Girls/Women. Picked in advance when a family or an admin adds a new player, and given to imported players whose gender is blank.

Rosters

  • Show Schedule: Yes (the default) shows the team's Game Schedule on its Team Roster page under Programs and on that page's print view.
  • Sort Order: First Name or Last Name, the order of names on your rosters and roster printouts.

Variable Pay

Shown if your role includes Variable Pay. Both settings are No unless you change them.

  • Show Admin Warning Message: Yes shows admins, on a Variable Pricing team's roster dashboard, how much of the team registration total is still due, and a warning when the roster's total cost is more than that total.
  • Show User Warning Message: Yes shows the same messages to the team's manager on their roster dashboard.

Text Opt In

  • Account Creation: Yes (the default) adds a text message consent check box when a family creating an account picks Cell as the type of their first phone number.

If it doesn't work

  • A message about payment methods, such as "At least one checkout payment method needs to be selected (Check, Credit Card, or Other)." or "Credit Card processing must be enabled for Balance Payments." Each one is explained, with its fix, in the payment methods article below.
  • "Invalid "Order Copy To" entry. Use commas to separate email addresses if more than one." (or the same message for Chargeback Copy To, Payment Plan Copy To or Membership Renewal Copy To). Enter complete email addresses, separated by commas, not semicolons.
  • "Address Validation must be enabled, if Auto Address Validation is selected." Set Address Validation to Yes, or Auto Addr. Validation to No.
  • "The Bday Val. Override cannot be selected if Birthday Validation is not enabled." Set Birthday Validation to Yes, or uncheck the override.
  • "What To Do Text Required when Address Validation or Birth Certificate is Yes." Tell families how to provide the items in What To Do Text.
  • "Help Text Required when Checks Override is checked." or "Help Text Required when Other Override is checked." Type your instructions, or uncheck the override.
  • "Mailing Street Address is Required." (or "Mailing City is Required.", "Mailing State is Required." or "Mailing Zip is Required."). Fill in the whole mailing address.
  • "Invalid Mailing Zip format." or "Invalid Default Zip format." Enter a 5-digit ZIP code.
  • There's no Chargeback Copy To, Payment Plan Copy To, Membership Renewal Copy To or Variable Pay setting. Each shows only with a Payrix payment gateway or the matching permission in your admin role.
  • There's no Partial Pay setting. It's set for each program, on its 1 Setup page (Multiple Payments).

Good to know

  • Enable Credit Cards?, Enable Checks?, Check Payable To, Enable Other?, Other Label, Apply Credit, Balance Block, Enable Pay Balance and the mailing address are also on Facility Reservation > Configurations > General. Each is one setting, so a change on either page changes both. Order Copy To and Show T&Cs are separate on each page.
  • Order Copy To here covers orders with a registration. You can also copy every order, or just one program, offering or buy item: see the order confirmations article below.
  • TeamSideline staff see one more section, Offerings, which sets whether new offerings start with Disable Sib. Discount checked.

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