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.
However, it is important to note that once a member registers to the program's fee group, that fee group becomes UNEDITABLE.
