Administrative Training Guide Registration Event Administrative Training Guide

Table of Contents Managing Registration Event Tasks Logging into Software Home Screen Searching and Results Indicators Verifying birth date Financial Tasks Checking Participant Balances Adjustments Accepting Payments Generating Reports How to Generate a Participant Report Selecting fields/data for report Report (you can export csv file)

Logging into the Software Step 1: aayfdt.org/sam Step 2: login with the account information shared by admin

Click the green magnifying glass to search for the registrant Home Screen Your view may vary depending on the level of access granted Click the green magnifying glass to search for the registrant

Various ways to search for specific candidate Searching and Results Various ways to search for specific candidate

Participant Financial Record Indicators Participant Financial Record Verified/Unverified

To Verify birth date Step 1: check the box of the player you wish to verify Step 2: select the box labeled “Bulk Actions for Selected Participants That step will cause this box to appear

Do not complete UNLESS you have the birth certificate in-hand Verify birth date Do not complete UNLESS you have the birth certificate in-hand Select AgeID VERIFY to confirm the birth date on the registration application matches the birth certificate.

Checking Participant Balances Click on the green $

Checking Participant Balances Any balance must be settled or noted during the registration event. Payment management buttons

Accepting a Credit Card Payment All Credit Card processing fees must be manually applied when taking any in-person electronic payment 3.65% must be charged $5.48 for $150 registration payment $10.95 for $150 registration payment + $150 Fundraiser buyout Step 1: add the fee Step 2: Enter the Credit/Debit card information (verify photo ID)

Accepting a Cash or Check Payment No fee is associated with this type of payment Complete this form in addition to creating a manual receipt

Limited access applies Generating Reports Limited access applies

How to Generate a Participant Report Participant detail reports extract information that can be downloaded into external spreadsheets/excel files for data management

Selecting data for a Participant Report You may select as many or all fields. In this example all data fields were selected using the blue arrow (here)

Participant Detail Report You may download the data which will generate a .csv file for use in spreadsheets/excel

Tips and Expectations Bring a receipt book and make sure a receipt is issued whenever a payment is collected. This may seem redundant as the system will generate a record, however, this will benefit all parties involved Any money collected electronically (Credit or Debit card) will be deposited into the league account and will be transferred to the club account per the bi-monthly distribution system Only the league Athletic Director and league Drill Team Directors will roster players/cheerleaders Do not share your login information with anyone. A volunteer account can be created by request to community.aayfdt@gmail.com. Include the volunteer’s name, email address, role/responsibility. This list may be amended based upon feedback and experience.

If you have any questions, please direct them to community If you have any questions, please direct them to community.aayfdt@gmail.com