Creating a New Club Team

  1. To create a new Club Team, you will need to log in to the Playbook Back End of your website. (mywebsite.playbookapi.com/control_panel). 
  2. From the top navigation bar select Programs then Clubs. 
  3. Once you are on the Club Teams page, you can create a new team by clicking Create Club and then selecting 'Create Club' again from the dropdown menu. 
  4. You will have the option to Start From Scratch or Clone an existing club. This will create a copy of an existing club containing all the same descriptions, settings, restrictions etc. However, we advise against cloning programs
  5. For now select Start From Scratch. This will open a pop-up where you can enter some basic information about your program
  6. Once you hit Save, you will be taken to the main settings of the Club Team Card, you will see a couple extra settings such as allow partial payments, as well as set a minimum payment amount to verify a player’s registration
  7. Next move on to the Payments tab to set all things related to price
     
    1. Alongside the price you can also set an early discount amount, add-ons, and late fees
  8. In the Optional tab, you can set any age restrictions, toggle the waitlist and wishlist, and also add any notes to appear during the customer registration flow
  9. Stats+ is where you can toggle to show stats in the team dashboard
  10. The Notifications tab is for admins who would like to be notified every time someone signs up for the team via email and/or text
  11. The Custom Email tab is where you can set up more detailed email templates to include things such as attachments, header&footer images and even the email address that will be used to send out the emails
  12. Fields is where you can add custom questions to be shown during the registration process. You can choose specific fields to only show up in the respective Free Agent, Captain, Team and Join Team types of registrations
  13. You can create payment plans for this program under the Payment Plan Options tab
    1. Refer to the Payment Plans article
  14. The Waiver section is where you will be able to select the waivers you would like to upload for the registrations. Note that you will have to upload waivers in the Site Settings before you can add them to a program
    1. If a universal waiver has been set in the Site Settings, they do not need to be added a second time from this Waivers Tab
  15. In the Manage Staff section, you will be able to assign coaches/instructors/managers to the team
  16. The Edit Stats tab is where you can add all the player stats you want to track 
  17. You can also set up events to show up on player and coach calendars in the Schedule Events tab
    1. To add games to your schedule, add the location, opponent, home/away, date and time. You can also have the option to add scores as well
    2. You can also add practices by adding the location, date, start and end times