Account Management
- How to register a participant or place an order for a customer (admin Place Order)
- Why isn't the payment plan option showing? (plan and setup checks)
- How to refund payment plan installments and other separate payments
- Why did a payment plan cancel or a payment fail?
- Why can't I refund this order? (refund window, missing "Refund Credit Card", "No Refund" only, refund errors)
- How to remove a parent or player from a family account (and why the delete X is grayed out)
- How to confirm a refund went through
- Managing Gender Options for Your Organization
- How to Edit Registration Information for an Existing Enrollment
- How to create and view Member Passes for volunteers (coach badges)
- How to register and roster a new Coach (admin)
- How Do I Edit/Cancel a scheduled Payment for a Payment Plan?
- How to add a payment plan to a customer's account
- How to add a new customer (family) account as an admin
- How to deactivate (or reactivate) a customer account
- How to delete a customer account (and why the Delete button is missing)
- How to Add Filter to Customer Accounts
- How to record a manual refund (check or cash) on a customer's account
- How to add a second parent or guardian to a family account (admins and parents)
- How to find customers who owe a balance (reports, dashboard and email)
- How to issue a partial refund without canceling the enrollment
- How to edit a parent's or player's information (name, DOB, gender, grade) as an admin
- How to record a cash, check or other offline payment
- How to cancel a payment plan (with or without canceling the enrollment)
- How to collect enrollment photos (Enrollment Image) and add or replace a player's photo
- How to reconcile a customer account (apply unmatched payments to orders)
- Admins: add a player to a Team Registration plus Roster team
- How to cancel an enrollment and refund the card
- How to remove and refund an add-on without canceling the enrollment
- What information is collected when a customer creates their account and registers?