Kristin Weingarden

Q: How do I view my Billing Summary and Make a Payment? A: Via My Account Upon signing into the app, you will be directed to the "My Account" page. You can also navigate here by clicking the hamburger icon > My Account. Underneath the Make a Payment button, tap View Billing Summary. The Billing Summary will load with transactions from the last 30 days. A: Via My Account Open up the Mobile app and sign in. In the top left corner, tap the Hamburger Icon. From the menu that appears, tap My Finances > Billing Summary. The Billing Summary will load with transactions from the last 30 days. Q: Can I move the tiles to display in a different order? A: Yes, you can long-press and drag the tiles to the position that you would like them in. However, you cannot move the “My Finances and Wallet” tiles as they must stay at the top of the screen. Q: If my data is not refreshing on the screen, how do I get it to refresh? A: From the top of the screen, you can pull down to refresh the data. Q: Can I access member and account information from the home screen? A: Yes, simply click on the avatar images located on the screen. To access the account information, click on the avatar in the upper right-hand corner of the screen. To access the member account, click on the avatar in my classes or my attendance. Q: How do I access my full class calendar from the home page? A: Simply, click on a class name in “My next classes” and you will be directed to your full calendar. Q: What do all the icons mean in My Attendance and are they clickable? A: Yes, except for the attendance icon of “P” Present and “A” Absent, they are clickable. If you click on the note page, you will see any notes captured during that specific class. If you click on the video camera, you see videos associated with that class. If you click on the number within the circle, you will see skills that have been completed for that class Q: Why am I seeing “No attend Info” when I know my child/member was in class? A: This does not necessarily mean that your child was not a class! This means the actual attendance was not recorded in the system for that particular class. We would encourage you to talk with your organization, to have them record the attendance so you can see it. Q: Will I see practice information on my home page? A: No, you will only see class information on your home page. Q: How can I see all my attendance records for my child/member? A: Simply, click on the class name in “My attendance” and you will be directed to the member detail screen for attendance, where you will see all the attendance records, for that member.

Make sure you double-check who your Classes/Team Registration receipts are coming from. To update or view your settings. Classes > Class Admin > Settings on the General Tab, check the name and email address listed. Update if needed, and hit Save

To clean up your membership database, navigate to Org Tools > Accounts. Use the blue Customize Filters, or Customize Columns if you would like to filter your view. Some common ones are the Annual Reg Fee Date From/To in the Filters. Or, under the columns, move the Class Membership column closer to the Account Name. (if the membership column is BLANK, they are not actively registered for a class). Under Org Tools > Members, you can also review their last class date. To mass edit: From the left navigation menu, click Org or Team Tools > Accounts. Click the Checkbox to the left of the account that needs to be edited. Click Edit > Multi-Edit. Check Set Status Choose either Cancelled/Hidden or Suspended. Read more about each status here: https://support.gomotionapp.com/en/articles/6421180-account-and-member-status-definitions Click Save. To manage individually: From the left navigation menu, click Org or Team Tools > Accounts. Click on the NAME of the Account/Member you wish to edit Scroll Down unit you see Account Status (under Account Access Settings) Choose either Cancelled/Hidden or Suspended. Read more about each status here: https://support.gomotionapp.com/en/articles/6421180-account-and-member-status-definitions 4. Click Save.

Including all athletes in your class or team rosters for communication, slot limits, or attendance needs is best. If any of these athletes are free, create a plan (that is hidden from registration), and do not add any payment plan items. Not adding any payment plan items means no unwanted charges will be added to their family ledgers. This is also an excellent solution for all free events, tryouts, clinics, etc, that do not require payment.

Edit the Display order of your Programs, Subprograms and Classes/Teams/Camps/Etc to have display in the order you desire. This could be from Youngest to Oldest. Or maybe you want your upcoming Camp or Clinic to be at the top. It's possible to edit the order as often as you would like to make registration a breeze. Simply use the Hamburger Menu to drag and drop into your desired order.

Use the information icon next to gain additional insight to a members upcoming payment plan charges. This icon will always allow for you to see their assigned payment plan charges based on their registration date, plan selection, and reg slot. As a bonus, you can also view how individual class reg slots would receive their charges as well!

Check out additional Best Business Practices, Class Organization Tips, Revenue Growth ideas, and more in our GoMotion Blog. https://motion.sportsengine.com/solutions/blog

A charge category groups the same type of payments together. Using charge categories effectively will allow you to report on the different areas of the revenue brought in by your business. Common categories are Recreational Tuition Competitive Tuition Competition Fees Uniform Fees Each time you add a charge to an account, make sure you pick the corresponding category for comprehensive reporting at the end of the year. https://support.gomotionapp.com/en/articles/6446601-how-to-manage-charge-categories

Taking Attendance via the mobile app allows your staff to keep their daily rosters up to date, in real time. Learn more about attendance via the mobile app here: https://support.gomotionapp.com/en/?q=mobile+attendance

Using Filters, Custom Columns, and Saved Reports will get you to your desired information faster. https://support.gomotionapp.com/en/articles/6437366-how-to-save-and-customize-member-account-filters-and-columns https://support.gomotionapp.com/en/articles/6437442-how-to-customize-the-account-view