MANAGING REGISTRATION AND PAYMENTS
INTRODUCTION
Welcome to another tutorial from the Keepsporting platform Brazil. This guide aims to show you how to track the registrations of your event and the progress of payments in a complete way!
IMPORTANCE OF TRACKING
For your event to be a complete success, the registered athletes are your greatest asset! Have you ever thought about the possibility that the list of registered participants on the day of your event might be different from what you expected? You can’t afford to make that mistake! For this, it is important that you use the platform to your advantage by learning as much as possible about it.
OBJECTIVE
Track the registrations of your event and the progress of payments.
HOW TO ACCESS?
In the main menu of your sub-event, click on the “Registrations” button to view the registration spreadsheet; in the event menu, click on “Payments” to view the payment spreadsheet.
GRAPH OF ATHLETES REGISTERED BY WEEK
By clicking on the "Dashboard", you will see a graph representing the dates on which registrations were made and the number of registrations during the displayed period.
UNDERSTANDING THE FUNCTIONALITY OF "REGISTERED ATHLETES"
CLICK ON THE "REGISTRATIONS" MENU: In this “Registered Athletes” menu, you will see basic information such as: first name, last name, payment status, confirmation, email, and some custom fields that you define for registration.
VIEWING THE DATA OF A SPECIFIC ATHLETE
Click the "eye" icon to view the complete data of the athlete.
EDITING ATHLETE DATA AFTER REGISTRATION
Still in the "Registrations" page, if the athlete entered any incorrect information during registration, after the fact, the event organizer can make corrections by clicking the "Edit" button.
Data can be edited by the organizer if requested by the athlete. For example, if the athlete registered for the wrong category, there’s no need for them to cancel the previous registration and sign up again; the organizer can simply change the category.
SEARCHING BY ATHLETE NAME
You can search for athletes by their first or last name. The system will only display the names that match the search criteria.
FILTERING BY CONFIRMATION STATUS
In the “Registrations” screen, you can filter by confirmation status. Click the “Confirmation of insertion” button and select the fields you want to filter to display on your screen.
EXPORTING REGISTRATIONS TO A SPREADSHEET
In the "Registrations" menu, click the “Export XLS” button to export the file in XLS format: XLS is a spreadsheet file format that opens in Microsoft Excel.
EXCEL SPREADSHEET
You can apply any filters you wish to the Excel spreadsheet, which comes pre-formatted. Keepsporting provides the spreadsheet with columns corresponding to the athlete’s data. Handling it is entirely the organizer’s responsibility, as it involves the specific use of Microsoft Excel.
PAYMENTS
To manage payments, click on "Payments" in the event menu.
FILTERING BY PAYMENT TYPE
In the "Payments" screen, you can filter by payment type by selecting the payment method you want to filter by, and it will appear on your screen.
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