A new group/fee can be added at any time to a billing program.
Step 1: Log into your athlete one team account - Click Here
Step 2: Select 'My Account' from the left hand navigation > then select 'TeamAccount’ > then select your team
Step 3: Select 'Operations' from the left hand navigation
Step 4: Select 'Active Programs' under Team Billing
Step 5: Click the program you'd like to set up Groups & Fees for
Step 6: Select 'Groups & Fees'
Step 7: Select 'Add Group/Fee' in the top right of your screen.
Step 8: A fly out will open, you'll need to answer all the Basic Info questions. Once done, click 'Save & Next'
- Group/Fee Name: Name your fee. Example: name your fee something to describe who the fee is for. Name it something like Boys U15 so you are creating this fee for all Boys U15 Tryouts.
- Gender: Choose what group this fee will be assigned to.
- Maximum Players: Choose Yes to select Max number of players before the waitlist starts. No, if this doesn't pertain to your program fee.
- Age Range: Choose Yes to choose an Age Range by selecting a from date and to date. No, if this doesn't pertain to your program fee.
- Grade Range: Choose Yes to choose a Grade Range by selecting a from the date and to date. No, if this doesn't pertain to your program fee.
- Postal Code: Choose Yes to choose a Postal Code by selecting Enter New Tag to the right. Here you enter the various postal codes that pertain to the fee.
Step 9: Setting up Billing Info > Click 'Save and Next'
- Are you collecting fees? check 'Yes'
- Accepting Credit Cards? To accept credit card payments select 'Yes'.
- Do you charge a processing fee? Select 'Yes' if you're having the members pay the merchant fee. Select 'No' if the club will absorb the fee.
- Accept Mail-In Payments: Select 'Yes' if you're accepting mail-in payments. This will open up an information portion to supply the address of where the members should mail in payments. Select 'No' if not accepting mail-in payments.
Step 10: Check the boxes next to the agreements and documents that you'd like attached to the registration > Click 'Save & Next'.
Step 11: Select the drop-downs for the automatic email messages you'd like to be sent out. If you don't want certain emails to go out check the box next to those messages 'No' > Click 'Save & Next'.
Step 12: Select the option to add 'Donations' > click 'Next'
Step 13: If you want to create a payment plan:
- Enter the total amount of club dues
- Enter the fee name
- Number of Payments: Enter the number of payments you would like to offer. Note. You can create as many payment plans as you would like to offer.
- First Payment Due at Registration: Select Yes if First Payment is due at registration. Select No if First Payment is not due at registration. Select a date from the calendar that the First Payment is due.
- Frequency: From the drop-down menu select the frequency you would like payments due
- Payment Dates: There are 2 options.
- To select a particular day select "On Day" and from the drop-down menu select the day you want the payment due.
- To select Week of the Month and Day of the Week select "On The" and from the drop-down menu's select the Week of the Month you want the payment due and the Day of the Week you want payment due.
- Click 'Create Plan'
Step 14: Once you have reviewed your payment plan click 'Save'. You can edit any information in the payment plan here before you click save.
Note: After creating the 'Group/Fee,' you can easily review and edit any of these sections by selecting the name and clicking into the specific section you’d like to update or review.
