Adding a New Coach
The Add New button allows administrators to enter basic information about the coach (first name,
last name, etc); along with other fields on the form found in the Additional Information page.
Once you have recorded this information, select the save and checkout button.
Note: Administrators can also add a new coach by selecting the Coach tab
Edit a Coach
The coach edit screen allows an administrator to view coach notes, roster history, and other
helpful information. Select a coach to highlight and select the Edit button. Make the necessary
changes to the roster record and click the Modify Only button.
To exit the coach edit screen, return to the Registration page or select the Teams tab.
Print Receipt
Administrators may look up a coach receipt by selecting the Print Receipt button. This receipt
will show the date the coach registered, program, league, team, profile, and payment type.
Usernames and passwords are also included on the receipt.
Note: To return to the Teams page, use the back button in the upper left corner of the screen to
return to the Teams page
Removing a coach
If a coach decides to drop out of the current season, the remove button is used to take him/her off
the roster.
Locate and highlight the coach and select the remove button. Click the Take no Action and
Remove from Roster radio button, enter your initials, and select the Remove from Roster button.
Moving a Coach
To assign a coach to his/her program, league, or team; select a coach to highlight and click the
Move button.
First, choose the Program, League, and Team from blue section on right side that the coach will
be moved to.
Second, select the coaches to be moved from the gray box on the left. You can select multiple
coaches by using the CTRL key on your keyboard and right clicking with the mouse.
Third, select the Move button in the middle of the page. Once you have completed the coach
move, select the Finish button to return to the Registration screen
Payments
This portion includes payment information pertaining to an online or back office registration
associated to a coach roster record. Purchased products also show as line items in this section as
well.
Select a coach to highlight and click the Payments button. The next screen is the Payment
Summary consisting of the date of registration, transaction id, status, Description (league and
team), account, item amount, and the amount of the total transaction
Selecting the Transaction id (ID column) will provide further transaction detail.
Transaction type: This field will display income, expense and voided transactions.
Amount: Displays amount of the specific item selected for edit.
Created: This is the created date of the transaction and what method was used to register. Please
see Figure 14. The text, ‘By SPID 43937,’ tells an administrator that this record was inputted
through the back office directly. An online registration transaction will read ‘By Online
Registration System’ or ‘By SPID 0.’
Modified: If a transaction was modified or edited, ISIS will keep track of the date when the
record was modified and provide a SPID next to the modified date to determine who made the change
Add A New Payment Transaction For this Registration
Administrators may enter additional transactions to a particular roster record by using the Add A
new Payment Transaction For This Registration button.
Select the correct account the new transaction will be linked to. Enter in the dollar amount,
payment type, initials, and save to complete this process.
Note: It is recommended to only add registration items using this method. Products should be
inserted using the Purchase an item button as described in the following section (Purchase an Item).
Purchase an Item
After a successful registration; a coach can not go back through the online registration process
and purchase additional items. In this case, the registrant should call the organization and
administrators can enter extra entries in the back office.
From the teams tab, select the coach to highlight and click the payments button. Then, click on the Purchase An Item button
to purchase an item.
All products that were entered in the Products section of the Administration page will be shown in the product drop
down list. Once you select the product, you may enter a payment type and complete a purchase.
Note: Please use Add a New Payment Transaction For this Registration button as described on above section
to add registration items.
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