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Administrators (NSO, PSO, Club, Event)

Administrators (NSO, PSO, Club, Event)

> Are you a sports organization admin? Find out more information on how to use your admin dashboard and manage your registrants.

Alberta Equestrian - Documentation

Change registration category of a billing plan / subscription

USEA - Documentation

ADD-ON FEATURES

FEATURE- What is "Optional Upgrade - Refundable registration"?

FEATURE- What is the Certification Tracking System (CTS) module, and how can I use it?

Interpodia Product Development

Administrative Dashboard Overview

Registration Process Setup: HOW TO SETUP YOUR EVENT, PROGRAM, COMPETITION, ACTIVITY

Club OnBoarding Setup: HOW TO SETUP YOUR CLUB PORTAL AND CREATE YOUR CLUB PROGRAMS

Administrative tools overview for NSOs / PSOs

Administrative tools overview for clubs and events

How to edit your registration process settings? (Overview)

Configuration overview for annual registrations: Club, PTSO, and NSO integrated processes

Different Identity Membership Statuses

How to set up a club season page

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Accounts / Profiles management

Profile data management overview

Add person (profile) under an existing user account

How to manage user profiles? (add / move / merge)

Add a note to someone's profile

Update a member/participant address

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Certification Tracking Management for coaches/officials (NSO / PSO)

Certification Tracking System (CTS) - How to mark attendance on my past event

Certification Tracking System (CTS) - How to manually import course records?

Certification Tracking System (CTS) - How to manually create a certification level

Certification Tracking System (CTS) - Adding or updating a Course Type on a registration process

Certification Tracking System (CTS) - How to create course types?

Wrestling Saskatchewan - How to manually approve a background check?

How to manage course evaluations & attendance tracking?

Create a multi-module course registration process

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Donation campaigns management

Donation campaign - How to download donor and fundraiser reports

Financial tools management

Cancellation and refund process for multi-organizations orders (club + PTSO + NSO)

How to manage your members' subscriptions?

Manage my active WePay Account

How to complete/record offline payments received for payment groups?

How to manage/record offline payments

Processing fee calculation explanation

How to set up my Stripe account

WePay Orders - What does the transaction error code mean on the order details?

How to view a transaction receipt from my financial accounts dashboard?

How to submit or validate a payment from a payment group?

How to manage GL codes?

How to create a coupon code?

How to reconcile my WePay payout with the list of transactions?

Admin transactions management (How to register someone on their behalf)

How to track refunds that have been processed

How to issue a refund?

Stripe fees - How to download financial report

Assigning Revenue Accounts (GL codes) to Products or Services

How to Setup and Use Organizer Administration Fees?

How to set up my WePay account?

Add new admins or financial controllers to your organization account

Clubs: Managing membership fees collected/covered by your club (Offline Payments & Payment Groups)

Payment by installment for clubs

Managing Payment Groups (as the provincial organization in charge of collecting the fees)

Switching over from WePay to PaySafe FAQs

Create a Paysafe Account

Paysafe - How to update the payouts/deposits frequency

Admin fees & GL codes management

PaySafe - Chargeback Management

How to see outstanding membership fees my organization is owed in a Payment Group

Annual Custom Tax Receipt for club activities: How to update the purchaser's name?

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Horse Management

Cheval Québec - Gestion des chevaux

Memberships management (NSO / PSO)

How to setup your 'Member Banner'? (message visible by your meembers on their profile home page)

Managing Background Check Records

How to change a membership status?

How to change a membership?

How to downgrade a membership?

How to mass update membership statuses?

How to generate a report for a specific membership type.

"Member in good standing" tracking tool

How to delete an incomplete membership?

How to create and use a membership lookup page?

How to update your membership landing page styling?

How to add optional messages in my membership process (Store, address, photo)?

How to edit the confirmation email and transaction successful message received by my members?

How to download a member's membership card?

How to check the add-ons product purchased by a member?

How to access and update survey questions answered by a member?

How to resend a membership confirmation email?

How to create an email template to notify or follow up with your member?

How to edit the membership landing page primary content?

How to review my membership organization details (Overview + Products + Processing fees)?

How to download membership reports?

How to manually add a membership or license to someone's profile

How to Bulk Import Membership?

365-membership organizations: Membership Overview

How to regenerate a membership card for a specific member

How to generate a list of duplicate profiles from your member's list

Track your club affiliate members as a provincial/national organization

How to manually manage products associated with a membership?

How to complete my Membership Import Excel document

BCEA - Honorary Members

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Permit applications management (Club sanctioning, Event permitting)

How to get my club sanctioned by or affiliated with my PTSO?

How to manage my club sanctioning/application process?

Registration processes creation and setup tools

How to automate a discount/special pricing if a participant chooses to sign up for multiple registration options at once? (Category Combos)

How to set up Group Registration Categories? (Team event registration / Club family membership)

How to display the overall registration capacity on your event landing page

How to set up a multi-registration discount for your club/event registration process?

How to configure a purchase or registration notification

How to set my registration process live so people start registering

How to clone a registration process (as an event organizer or club admin)

Event- How to set up a series of events

How to create a new registration process

How to add a passphrase to my event/club ?

How to update my registration page description

Club: How to access and manage your list of affiliated members' memberships?

How to change the styling of my registration process

How to add your Basic MailChimp to get your list of members / registrants?

How to download reports

How to follow registrations (Statistics - Metrics)

How to add/edit registration categories for your registration process?

How to create/update registration forms for my registration process

How to add or update online agreements (waiver/policy) as part of my registration process

How to find my registration page link

How to use personalization variables in your email templates?

TeamSnap Integration for clubs: How to connect your registration process to your TeamSnap Roster?

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Registrations management (Club, Event)

How to set up a participant lookup page (Registrant Search Page) for your clubs and events?

Club/Event - How to cancel a monthly/multi payment or registration?

What to check if a registrant is stuck in registration?

Include a "yellow background + red border" section in a waiver content

Clubs - How to remove a membership from a payment group?

How to send an update to all of your registrants

Clubs - How to get my club approved and live to take member's registrations?

How to manage the Covid-19 declaration for my members?

How to manually register someone for an event/club

Club- How to register my athletes for their provincial membership

Event- How to add a participant to a team/group/family ?

How to resent a registration confirmation email?

How to change a registration status ?

Event- How to remove a participant from a group/team/family ?

How to change someone's registration category ?

How to resend an order receipt to the purchaser by email?

Event- How to create a new group

Event- How to edit a group/team/family information details

Club - How to download my member's membership card

How to edit a registration's information details

Managing duplicate registrations due to recurring billing (Event/Club)

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Reports Management

How to filter a report list?

How to open a CSV file?

Excel Reports - Special characters are not correctly displayed in my reports

How to download a list of registrations for your event/club?

Stores & products management (Club, Event)

How to manage my product purchase rules and shipping

How to create a store to be included in your registration process

How to customize the confirmation email for a store product

2M

ACC - Award Cards & Life Members Management

ACC - Managing data

ACC - First Nation Memberships

ACC Admin Guide

ACC Sections - Q&A

Archery Canada - Technical Membership Management (Coaches/Officials)

Functional Fitness - Official Memberships Management

Functional Fitness - How to complete my club membership ?

HPP Fencing - How to add add-ons/events to a program ?

Fencing HPP - Structure and management of the HPP program.

FENCING- Event sanctioning process with tournament template (AFA)

FENCING- Club sanctioning process (AFA)

FENCING- Event sanctioning process (AFA)

International Functional Fitness (ADMINS) - Technical Officials Memberships

Functional Fitness - How can I approve my clubs as a PSO/NSO.

ACC - How to manage staff memberships?

CFF - How to manage the coaches and officials memberships requirements

IPA - How to import Membership into 2M and share the digital membership card with your members

BC Weightlifting - How to manage my club registrations?

ACC - 'Goods In Kind Donations' generator tool

ACC - Record a donation as an admin

Wrestling Canada Admins: How to manage your requirements?

Wrestling Ontario Admins - How to approve a requirement manually

HPAC - Guides

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CCN

Tribe - How to manage my products link to my Shopify account

Cycling BC Club- How to manage the Covid-19 declaration for my members?

OCA - How to manage the Covid-19 declaration for my members?

State Cycling League or Association - Bulk Updating / Importing Coach or Athlete Attributes

GYMREG

Gymnastics Canada - How to register members as a club or province

Gymnastics Canada - How to register my club

Gymnastics Canada - Club registration flow

Gymnastics Canada - How to review and approve registrations

H2O-REG

DPC - View Only Membership Search Page Management

Barrie Yacht Club - Applications follow-up management (2020 members only)

Barrie Yacht Club - How to submit an application

How to download the Excel template for the mass importation (Diving)

Diving - How to submit your annual configuration request?

Diving Clubs - Annual H2Oreg Club Dashboard Setup

Diving - How to manually edit a member's club affiliation

Artistic Swimming - Club admin: How to register my members for an event?

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HORSEREG

Cheval Québec - Gestion des intervenants

AEF - Officials Management

ESNZ - Members management

ESNZ - Officials Level Applications Management

HORSEREG - Adding Admin Store Products and Assigning Revenue Accounts

Cheval Québec - Suivi des adhésions de personnes morales

Cheval Québec - Suivi des adhésions de personnes physiques

Cheval Québec - Gestion de mon club ou de mon association

Cheval Québec - Gestion des abonnements CHEVAL QUÉBEC MAGAZINE

Cheval Québec - Gestion des événements

Cheval Québec - Gestion des boutiques en ligne

Club Cheval Québec - Comment générer un fichier de ma liste des membres club (pour importation des adhésions) ?

Cheval Québec - Gestion des importations de membre club en masse

Cheval Québec - Gestion des officiels

Cheval Québec - Gestion des brevets de cavaliers

(Horsereg) - How to upload results using a csv report

ESNZ - Logics guide

CPC - Volunteer Levels Management

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ICEREG

SSC - How to create a "Try Speed Skating" event for my club?

SSC - How to remove a program / membership from a payment group?

Icereg - How to download and see your invoice/receipt from a payment group?

IceReg - How to submit payments from my payment groups.

Icereg club- How to get my club approved and live to take member's registrations?

Speed Skating Canada- How to manage the Covid-19 declaration for my members?

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PLAYERWEB

Ilkley Town AFC - How to import Membership into PlayerWeb and share the digital membership card with your members

Tournament Software Linking for Badminton Memberships

Basketball Québec - Guide utilisateur

Basketball Québec - Comment importer ma liste de membre sur Playerweb ?

SNOWREG

Yukon Freestyle Ski Association - How to approve pre-competitive and competitive athletes.

Snowboard- Injury/Concussion Tracking Management

SnowReg- How to manage the Covid-19 declaration for my members?

SNOWREG- How to add members who paid for an onsite membership into the system.

SNOWREG- How to manage my sanctioning process

SNOWBOARD- How to get my club sanctioned?

Freestyle - How to get my club sanctioned ?

Freestyle - How to manage membership requirements?

Snowboard - How to manage membership requirements?

Alpine Clubs: Annual SnowReg Club Dashboard Setup

Biathlon Canada Admin - How to manage your officials & safe sport requirements?

Ski NS Clubs: Managing Minors Registration for Entry level / Recreational / National memberships

Nordiq Canada - Admin level management

FREESTYLE CLUBS - RESOURCE PAGE

Nordiq Canada - Manage your officials (Division and Canada)

AOA Clubs - How to access my member's SAIP information?

Freestyle Clubs: How to setup your club registration process(es)?

Nordiq Canada - How to manage permit application (Division and Canada)

Timber Tour - Bib management

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SOCCERREG

SoccerReg - How to upload registrations

SoccerReg - How to use payment groups/invoices

US State Youth Cycling League / Association

State Cycling League or Association - Registering a Team

State Cycling League or Association - Editing your Team's Registration Page

State Cycling League or Association - Managing your Team Athletes & Coaches

ATHLETICSREG

Welcome to AthleticsReg: General Information for Athletics Clubs

AthleticsReg Clubs - Onboarding Overview

AthleticsReg - Managing your annual club application process as a Branch Admin

AthleticsReg Club - How to access the list of 2023 memberships for members affiliated with your club?

AthleticsReg: Managing membership fees collected/covered by your club (Offline Payments & Payment Groups)

AthleticsReg - How to change the club fees on a club annual application, and charge the club for the additional fees owed?

AthleticsReg - How to upgrade your club annual application?

Athletics Clubs: How to setup your club registration process(es)?

AC - How to upload insight report data into AthleticsReg

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Email Management

SES Email Provider - How to get your email address verified?

SKATEREG

Skate Ontario - Excellence Recognition Programs Management

SkateReg: How to setup your "series" events

CURLINGREG

Curling Ontario - How to submit my annual club application?

Curling Ontario Club - How to manage my club representative's memberships?

Curling MAs - How to manage your annual club applications?

Welcome to CurlingReg

Curling Ontario - How to collect Curling Canada's individual membership fee from clubs? (2024/2025 season)

Curling Ontario Staff - How to register for your annual memberships?

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Information

Merge Uplifter/Interpodia - FAQ