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Must know
  • Where. Open the program’s row menu > Configure > Requirements tab, make your changes and click Save Changes, or use Edit step-by-step.
  • Enrolled athletes stay. Changes apply to new registrations. The Athletes tab flags anyone missing a required membership, achievement or waiver.
  • Bulk edit replaces. Bulk edit can set a requirement on many programs, but it replaces each program’s selections.
  • Not on application programs. Application Required programs have no Requirements tab.
1

Open the Requirements tab

On Registrations > Programs, open the row menu, click Configure and choose the Requirements tab. Or choose Edit step-by-step: its Requirements step holds the same cards plus Purchase conditions, and Save Program is on the last step. On a draft program, Configure opens the step-by-step editor instead, and there is no Edit step-by-step menu item.
2

Change the cards

Each rule is a card with a switch: Level Restriction, Achievement Requirement, Capacity Limit, Age Restriction, Gender Restriction, Membership Requirement, Pass Requirement, Waiver Requirement, Medical Information Requirement, File Upload Requirement and Custom Questions. Some show only when their feature is on for your club.
3

Save

Click Save Changes.
Purchase conditions. Rules about something already bought or joined aren’t on the Configure panel: edit them on the program page’s Overview tab and click Save purchase conditions, or in the Requirements step of Edit step-by-step. Memberships have their own, on the membership’s page. Any one or all. On the Level, Achievement, Membership and Pass cards, picking two or more items shows All selections must be satisfied for this requirement to be met. Unticked, any one qualifies. Ticked, athletes need every one. Waivers have no checkbox: every selected waiver is required. Switching a card off. Level, Achievement, Membership, Pass and Waiver cards keep their picks (“Kept for when this is switched back on”). Gender Restriction and Custom Questions clear theirs. Athletes already enrolled. Nobody is removed. The program’s Athletes tab flags who falls short of the current membership, achievement, waiver, medical and file rules, for example Missing under Membership or Not Signed under Waivers. Archiving a required waiver or pass. If a switched-on rule still requires it, you choose what happens (nothing is pre-selected): Many programs at once. Click Select, tick programs, click Bulk Edit and pick a field under Requirements: every card above has one, plus Purchase condition. Your picks replace each program’s current picks. Related: How do I restrict a program by level, gender, membership, or achievement? · How do I set age restrictions on a program? · How do I require waivers, medical info, or forms? · How do I edit several programs at once?