Understanding Individual vs. Team Registration



Individual Registration Options

  1. Unassigned Player/Coach Registration – Players and coaches register to an Unassigned Team. Administrators create teams in ISIS and move players or coaches to teams when registration is over.
  2. Direct to Team Registration – Administrators create teams in ISIS and allow participants to register to directly to those teams displayed online. To set Individual Direct to Team registration, go to Administration/Programs/Select a Program/Web Access tab. Turn on Player to team and/or Coach to Team and save.


Team Registration Options

  1. A coach can register themselves and a Team Name for a zero dollar amount. Direct to Team Registration can be used with this option to allow players to enroll to the registered team name. To implement Direct to Team registration to accompany this team option:
    1. An administrator must have the Individual and Team check boxes marked in both the programs and leagues pages.
    2. The Player to Team and Coach to Team switches must be turned on (Administration/Programs/Select a Program/Web Access tab)
  2. A coach can register his/her team name, Roster, and pay for some but not all of the players with a single credit card transaction.
  3. A coach can register his/her team name, enter the entire roster, and pay one single team fee.


Assigning League Directors to a Specific League



To restrict a League Director from seeing all the leagues within a program, they can be assigned to their particular league.

  1. Create an ISIS User with a League Director permission level
    1. Administration/ISIS Users
    2. Create New User
    3. Select League Director in the drop down list and fill out information
    4. Issue a username and password and save.
  2. Go to Administration/Programs
    1. Select the Manage Users link next to the current program
    2. Check the box of the League Director to be associated to his/her league
    3. Save your changes at the bottom of the page.

When a League Director logs into ISIS, he/she will only be able to view their league.



Applying Payment to Invoices

Invoices are created from any online alternate payment checkout option. This includes Check by Mail, Money Orders, Cash, etc. The invoice is located in the back office located under Administration/Invoices. Administrators are to come to the Invoice section to apply payment when the organization has received the payment.

Individual Registration

If a single individual has registered online using an alternate payment option, his/her roster record appears on the Teams page with a payment method code of U3, U1 or U8. Each of these individuals has their own separate invoice.

When you receive payment for these individuals:
  1. Go to Administration/Invoices
  2. You may filter the list in the upper right corner by ‘Submitted but not paid.’ Using CTRL F on your keyboard can assist in finding the participant on the list.
  3. Select the last name in the Description Column
  4. Choose the Apply Payment button
  5. Pick the correct Payment Method from the drop down list
  6. Save
  7. The Invoice will be marked as paid and drop off the invoice list

Shopping Cart Registration (Registrations with siblings)

Those who are registered multiple participants are on one invoice. Once updated, all individuals associated to the invoice will be automatically put on a roster.

When you receive payment for these individuals:
  1. Go to Administration/Invoices
  2. You may filter the list in the upper right hand corner by ‘Submitted but not paid.’ If the list is long, use ‘CTL F’ on your keyboard to quickly find a name in the list.
  3. After locating the group, click the name in the Description column to view the invoice.
  4. Choose the Apply Payment button
  5. Enter the appropriate payment method and information
  6. Save
  7. Check by Mail for a multiple sibling registration has been updated and all participants associated to that invoice are now on a roster. The invoice has been updated to a paid status.


How to Add Products as Items and Sibling Discounts


ADDING PRODUCTS as Items

Step 1
  1. Go to Administration/Accounts
    1. Set up an Income (adding money) or an Expense Account (subtracting money)
    2. The account name should be similar to what your product is. If your product is Jersey, the account name should be titled ‘Uniform Purchase’, or something along those lines.
  2. Go to Administration/Products (under Misc. function)
  3. Create a New Product
  4. Fill in the General Information
    1. Product Name
    2. Check the Product is Active box
    3. Select the Account (The accounts you created above will be in this drop down)
    4. Category – None
    5. Product Type – The default for this section is the first choice. Service Only with no Qty). Currently there is no option for a participant to choose a quantity. The products will be shown at the bottom of the player form.
    6. NOTE: The following fields do not have any significance to online registration or purchasing a product. The functionality of these fields will be completed at a later date.
      1. Product Group
      2. Product Brand Name
      3. Product Item Number
      4. MFRItemNumber
  5. Enter the Unit Price
  6. Save
NOTE: If the item you are adding is to be subtracted from the total price, do not add a (-) sign in front of the number. The system will recognize that it is an expense by earlier specification in the Account field above.

Step 2
  1. Go to Administration/Programs
  2. You must add your products to each of your programs for the current season.
  3. Select the Add Products link next to the program you wish to add the product
  4. Select the Create New link
  5. Check the box Product Offering is Active
  6. Select the Product
  7. You must select a Role to offer the product in order for the product to appear on the online player form. Both players and coaches may be selected, or one at a time.
  8. Keep the Sibling Number to apply to as 0. (This only pertains to the sibling discount products)
  9. Select an Offer Option
    1. Optional to Registration – Check box – This is an optional product for consumers (check box)
    2. With Registration – Toggle Button – This is an optional product for consumers (radio button)
    3. Show Net Value – This Product and the Registration Amount – This option forces the product and adds the product and the registration amount together
    4. Required Individual Membership – Used for organizations that have membership fees – This forces the fee to be added at the end of check out
    5. Required Group Membership - Used for organizations that have membership fees. This forces the fee to be added at the end of check out.
  10. Save
NOTE: These do not carry over from season to season. You will have to set up your products in the program section for each season



ADDING PRODUCTS as SIBLING DISCOUNTS

Step 1
  1. Go to Administration/Accounts
    1. Set up an Expense Account (subtracting money)
    2. The account name should be similar to what your product is. Since the product is sibling discounts, the account name should be titled ‘Sibling Discount’, or something along those lines.
    3. Save
Step 2
  1. Go to Administration/Programs to associate the sibling discount to the program
  2. Select the Add Products link next to the program you wish to add the discount
  3. Select the Create New link
  4. Check the box Product Offering is Active
  5. Select the discount from the drop down list provided
  6. You must select a Role to Offer. Both players and coaches may be selected, or one at a time.
  7. Enter a Sibling Number to apply to. The sibling number will always be one less the participant receiving the discount. Please see the settings for assigning sibling numbers below.
    1. 0 – Product appears on all the online pages
    2. 1- 2nd Sibling Discount
    3. 2- 3rd Sibling Discount
    4. 3- 4th Sibling Discount
    5. 4- 5th Sibling Discount
  8. Select Show Net Value (automatically adds to the total of the player fee)
  9. After you save the first sibling discount, create a new one to add the other discounts