How do I register a team in the backend?

Overview

If a team contacts you and asks to be registered for a tournament, you can register them directly from the Playbook backend.

There are two primary ways to do this:

1. Register through the Accounts section
2. Create a registration through Event Registrations

Both methods ultimately create an invoice, which the customer can then log in and pay.

Method 1: Register a Team Through Accounts

This method is commonly used when you already know the customer's account.

Step 1: Locate the Account

1. Go to Accounts.
2. Search for the customer account.

If the account does not exist, create one.

Step 2: Create a New Account (if needed)

1. Click the Blue + button.

2. Fill in the required information:

3. First Name

4. Last Name
5. Mobile Number
6. Role / Customer Type

Next, click the Address tab and complete:

• Address
• City
• State
• Postal Code

Note: The address does not need to be exact. The customer can update it later.

Step 3: Create Login Credentials

Enter:

• Email address (this becomes the login)
• Password

Provide this information to the customer so they can log in and view their invoices.

Step 4: Enable Email Notifications

Select the recommended email subscriptions:

• Newsletter
• Roster Instructions
• Roster Parent Not Registered

These notifications help teams manage their roster before the event.

Step 5: Create the Event Invoice

Once the account exists:

1. Locate the account.
2. Click the three dots (⋯) on the right side.
3. Select Create Team Invoice.

Step 6: Complete the Invoice

A new invoice form will open.

Fill out the following:

Event

• Begin typing the event name.
• After four letters, a dropdown will appear.
• Select the correct event.

Division

• Choose the correct division.

Subdivision

• Select the appropriate subdivision.

Team

• Choose an existing team
  OR
• Create a new team if necessary.

Step 7: Confirm Registration Status

Set the status for the registration.

Common statuses include:

• Confirmed
• Pending
• Waitlist
• Cancel
• Move
• Acceptance Pending

Once completed, click Add Event.

The team is now registered for the tournament.

Method 2: Register a Team Through Event Registrations

You can also create registrations directly from the Event Registrations page.

Step 1: Create a Blank Invoice

1. Navigate to Event Registrations.
2. Click the Blue + Invoice button.
3. Select Create Blank Invoice.

Step 2: Choose Registration Type

You will be prompted to select a registration type:

• Team – For team tournaments
• Athlete – For individual player events
• Simple – For basic registrations like camps or conferences

Select the appropriate type and click Save.

Step 3: Select or Create a Customer

You can now:

• Search for an existing customer, or
• Create a new customer

To create a new customer:

1. Click Create New Customer
2. Enter account details
3. Save the customer

Once created, the customer will appear on the invoice.

Step 4: Add the Event

Follow the same steps used in Method 1:

1. Type the event name
2. Select the division
3. Choose the subdivision
4. Select the team

You may also adjust:

• Price
• Registration status

Click Add Event to finalize the registration.

Sending the Invoice to the Customer

After the registration is created:

• The invoice can be emailed directly to the customer
• The customer can log in to their account and pay online

You can also email the invoice to yourself or an admin for reference.

Important Notes

• Teams must be attached to a customer account.
• You must type at least four letters of the event name before it appears in the dropdown.
• Customers can log in to view invoices, pay balances, and manage their registration.