Setting up your first registration

Registrations are how you collect sign-ups and payments for teams, camps, tryouts, tournaments, and other programs. You can set up one-time payments or installment plans, control enrollment windows, collect player info, and require document agreements — all in one place.

How to create a registration

Registrations are how you collect sign-ups and payments for teams, camps, tryouts, tournaments, and other programs. You can set up one-time payments or installment plans, control enrollment windows, collect player info, and require document agreements — all in one place.

Getting started

  1. From the left-hand menu, click Offerings

  2. Click Registrations

  3. Click Create in the top-right corner

  4. Enter a Title and Description — both are public-facing and visible to customers on your portal

  5. Select a Payment Type

From here, complete the four configuration tabs:


Pricing tab

Set the total price for the registration, excluding processing fees. Fees are calculated and displayed to customers at checkout.

Installment plans

Toggle Allow installments to split the total into multiple payments. You'll then configure two settings:

  • Collect on — when future payments are scheduled

  • Installments — how many payments to split the total into

Installment #1 is always collected at enrollment. The payment method used at enrollment is saved and automatically charged for all future installments unless updated by the customer or an admin.

Installment Options

What it does

1st of each month

Payment #1 collected at enrollment. Subsequent payments charged on the 1st of each month.

15th of each month

Payment #1 collected at enrollment. Subsequent payments charged on the 15th of each month.

Custom dates

Payment #1 collected at enrollment. You set specific dates for each subsequent payment.

N+1 logic for monthly cadences: If a customer enrolls close to the billing date, the system skips the immediately upcoming date and schedules the next payment for the following month. For example, if billing is set to the 1st and someone enrolls on the 25th, installment #2 will be scheduled for the 1st of the month after next — not the 1st of the following month.

Custom dates catch-up rule: If a customer enrolls after a scheduled payment date has already passed, they will be charged all amounts due through that date at the time of enrollment.

Example — custom dates with catch-up: $4,000 registration · 2 installments · custom dates— Installment #1: $2,000 due at enrollment— Installment #2: $2,000 due 05/25/2026If a customer enrolls after 05/25/2026, both installments ($4,000 total) are collected at enrollment.

Custom installment amounts: You can set a different dollar amount for each installment — great for deposit structures. For example: $150 due at enrollment, then $500/month starting August 1st.

Enrollment tab

Field

What it does

Category

Tags the registration so customers can filter by category on your portal (e.g. Team, Camp, Tryout)

Start date / End date

The dates the program runs. Optional — displayed to customers for reference.

Min / Max participant age

Restricts registration to a specific age range. Optional.

Auto-open enrollment

Registration won't accept sign-ups until this date. Useful for scheduling future programs in advance.

Auto-close enrollment

Registration stops accepting new sign-ups after this date.

Participant limit

Defaults to no limit. Uncheck "No Limit" and enter a value to cap total registrations.

Visibility: Public

Visible on your portal — any customer with your portal link can find and register.

Visibility: Private

Not visible on your portal. Customers can only register if invited directly or sent the private link.

Info Fields tab

Collect additional information from customers at the time of registration. Fields are organized into two groups: Player Info (date of birth, grade, height, school, social handles, etc.) and Athletic Info (position, throws, bats, etc.).

  • Enabled — the field appears on the registration form

  • Required — the customer cannot complete registration without filling it in

All collected info field data is available for export via Download Participants CSV in the Actions menu.

Documents tab

Upload PDF, .doc, or .docx files for customers to review at registration. Check Require sign-ups to review and agree to document(s) to make acceptance mandatory before completing registration.

Common use cases: release of liability, team code of conduct, terms of service.

Opening enrollment & sharing

  1. After saving your registration, click into it and select Actions in the top-right corner

  2. Click Open Enrollment to begin accepting registrations

  3. Click Share to distribute the registration

You can make a registration private at any time by selecting Make Private from the Actions menu. This removes it from your portal but preserves all existing enrollments.