Our software utilizes specific terminology that may be unfamiliar or used in a different context than you're accustomed to. The glossary below provides definitions and explanations to help make learning our software a bit easier!
Active - If the option for an activity to be active is ON, it will be visible on the customer's view. If Active is turned OFF, the user will not see it on their end unless the link is sent directly to them.
Activity - This is the program, season, game, tournament, rental, membership, etc. that Playbook is used to facilitate registration and payments for.
Add On - Optional items that you would like to add to an activity registration. These items can include an additional charge set by item. Common examples: uniforms, aftercare, equipment.
Application/App - Your company's Playbook website.
Back End - What the organization admin sees; it is used to manage activity setup, payments, and reports, among many other functions.
Card - Informational area showing attributes of an item such as a user or activity.
Categories - Groups in which you can assign activities to. This helps organize the registration options into like segments, makes the front end easier to navigate, and can be used to aggregate revenue.
Client - The organization partnered with Playbook.
Clone - An option on control panel that allows you to make a copy of an existing activity.
Control Panel - The main screen on the back end which defaults to displaying the program packages dashboard.
Customer/User - The person that has an account in the system. They may be the participant themselves, or they may be creating an account to sign up another person/child.
Dashboard - A table that includes a list of editable fields to manage the attributes of a particular item such as an activity.
Deletion Timer - Deletion timer gives users a certain time to complete registration and pay before their registration is deleted. If they register without paying within the set timeframe, their registration will be deleted and they will need to register again.
Free Agent - A participant who is signed up for a season that is not on a team.
Front End - What the customer/user sees.
General Payment - A payment made by a user that is not towards an invoice that exists. This feature can also be used towards a donation.
Memberships - Any activity that will renew on a scheduled basis (monthly, yearly, etc.) and can covers a wide variety of options from discounting registrations to issuing passes.
Payment Plans - These can be set by an organization to split up payments into smaller amounts across the duration of an activity.
Playbook Connect - The mobile application that works as an extension of Playbook software.
Player/Participant - The person registered for an activity. They are most often the one taking part in the activity or a related to the customer/user (for youth league it will be the child).
Program Packages - This activity is used for something that may be session or class based.
Reservations - These appear on the calendar and can be used for staff or locations.
Roster - List of participants within an activity.
Assets - Staff members or locations, used to create scheduling and rentals.
Seasons - This activity is used for teams that will play one another with the ability to track standings as well as schedule games and practices.
Session - A single occurrence within a program package.
Session Block - Many sessions (often alike) grouped into an enrollment package.
Slug - Found in create/edit category. Part of a URL that explains what the page you're going to is about. This must be unique and should briefly describe the category in a word or two.
Staff - Members of your organization that require additional levels of access such as attendance.
Universal Waiver - A waiver that will be on every registration for your app.