CHECKLIST
Everything you need to set up your sports organization end-to-end — from basic info to admin.
BASIC INFO
- Organization Name - The name on the account and public website can be different.
- Contact Details - Can be different for internal members and public website visitors.
- Staff Members - Add organization staff members with the right roles and access to the right areas.
- Divisions, Age Groups - Add based on who your organization serves.
- Privacy - Choose the right privacy settings for staff, members, and visitors.
WEBSITE
- Template - Choose the right template that reflects the organization's values.
- Visual settings - Choose the right colors, font, and images.
- Sitemap - Update pages to only present the right pages in the sitemap.
- Programs, Facilities, schedules - Select the right display format.
- Gallery - Showcase the pictures effectively.
- Latest News - Publish important news and present it on the website.
- Links - Provide the important links to all website visitors.
- Publish articles - Publish articles and allow sharing them on social media.
- Custom Widgets - Create custom widgets and display them on the website.
- Design Pages - Customize each and every page. Add widgets appropriately.
- Domain & SSL - Get the domain connected along with the SSL.
- Web Analytics - Get the web analytics for your website.
REGISTRATION
- Update the widget to show that the registration is open or closed.
- Programs - Add programs that allow members to register.
- Documents - Add supporting documents for collecting consent and waivers.
- Custom Fields - Add your own custom fields that can be used in the programs.
- Discounts - Add discounts. Associate them with the programs. Make them available to registrants.
- Items - Add items to make them available for purchase along with the registration.
- Waivers - Make sure to collect the right waivers and all required data from the registrants.
- Payment Plans - Make sure to choose the right payment plan for every program.
- Allow registrants to upload documents to meet each program's requirements.
- Set up the right notifications on each program along with proper registration controls.
PAYMENTS
- Get the payment gateway activated.
- Verify the payment processing charges.
- Log into the payment gateway account and connect your bank account.
- Take care of all requirements of the payment gateway account.
- Set up the right payment reminders for the members.
- Choose to allow refunds by other staff members.
- Choose to receive ACH payments.
- Update offline payment instructions.
SHOP
- Add all items and then categorize them into item lists.
- Open or close - Shop, sponsorship, donations.
- Allow members to share and sell.
- Update order fulfillment statuses and process.
- Facilitate team ordering.
- Add discounts and make them available for the members.
COMMUNICATION
- Make sure the organization's outbound communication is not blocked.
- Set the right name and email address for outgoing email messages.
- Templates - Create message templates for the organization members.
- Update the common message footer.
LEAGUE / TOURNEY
- Configuration schedule notification and reminder settings.
- Configure standings ordering preferences.
- Verify schedule calendar sync.
- Configure tournament types and the number of points awarded to teams.
- Add all required divisions and age groups.
UPLOAD DATA
- Documents - Add documents and make them available in programs and on the public website.
- Gallery - Upload organization pictures and make them available on the public website.
- Bulk Upload - Upload athletes, facilities, schedules, teams, and staff members in bulk.
FACILITY MANAGEMENT
- Get the facility management module activated.
- Open or close facilities for play.
- Open facilities for booking.
- Choose to publish to the website.
- Collect custom data with booking.
- Collect payments for booking.
- Publish overall organization facilities open or close status.
ADMIN
- Main Settings - Configure privacy, visual, communication, and league settings.
- Access Groups - Manage access of the organization's staff members.
- Integrations - Integrate third-party tools for promoting organization events & online surveys.
- Design member cards.
- Import and export data.
- Get the skills metrics added for player stats.
- Update the team's security and privacy settings.