TeamSnap for Business Upgrade Guide
Congratulations on being upgraded to TeamSnap for Business! We’re so excited for you to start using the new platform.
Upgrade steps | FAQ & Support | Support channels | Glossary
Here’s what you can do right now to get acquainted with TeamSnap for Business:
Note: In this Step-By-Step Upgrade Guide, we’ll refer to TeamSnap for Clubs & Leagues, or Classic (this is the current version you have been using) and TeamSnap for Business as TSB (this is the upgraded version you now have access to).
Logging In and Managing Active Seasons
✅ If you are in the middle of an active season, you will continue to manage your season in C&L. When you are ready to start a new season, you will create them in TSB and archive the season when it ends.
❗ Archiving is a permanent action and stores a read-only version of your season for future reference (Archiving a season in TeamSnap for Business).
Login to your Organization |
Go to organization.teamsnap.com Your Username and Password have not changed. Your staff can continue accessing your active season in C&L. | |
Manage Your Active Seasons in Clubs & Leagues |
It's very important that you watch the video and read the articles to view the migration experience, how to access your historical seasons, and what data gets migrated. helpme.teamsnap.com/article/1832-migration-to-teamsnap-for-business-what-to-expect |
Setting Up Your Organization in TeamSnap for Business
Set Up your Organization & Your New Season |
When you're ready to start a new season, click on Guide My Setup to set up your Programs, Seasons, Divisions, and Teams. The new structure eliminates the need for complicated division structures. See also: Program Structure Setup Guide, Setting up program seasons, Assigning Ownership for organization Teams | |
Invite your Staff |
You now have program admins! This article explains User roles & permissions: TeamSnap for Business. Unlike C&L, they do not have to be part of your organization first to be added as staff. See: Adding staff members | |
Set up your Merchant Accounts to Accept Payments |
You can now add multiple bank accounts to deposit funds. Manage your merchant accounts at the organization level. See: Create Your Merchant Account, Best practices guide for accepting payments | |
Select Your Deposit Accounts in Each Season for Invoices |
You can now select different deposit accounts for each season's invoices. | |
Access your TeamSnap Website Wordpress Login Under "TeamSnap Apps' |
Modules connect with C&L and TSB. Add entire programs to the schedule. Using TeamSnap Modules in PageBuilder Note: it may take up to 24 hours after the upgrade for your website to be connected to your TSB Account |
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Access your Tournaments Account |
Nothing's changed here - just faster access to your TeamSnap Tournament account, if you have one! |
Adding and Rostering Players
You can add players by registration forms or by importing them from Clubs & Leagues. We'll show you how to do both:
| Create a New Registration Form with Guided Setup to Gather Player Data |  |
What’s new: Waitlists, Offer Multiple Installment Plans, Easy-to-use guided setup, Unique bank accounts can be added per form, Saved Question Form Fee library, Percentage-based discounts, Stackable discounts, A custom confirmation message, Registration Group Descriptions What’s Changed: Custom Installment Plans have been replaced with flexible installment plan options. Auto-rostering is done by the Participant Group. You can auto-roster by team or division. See:Registration on TeamSnap for Business , Eligibility and Auto Rostering in TSB Please note: the above refers to the New TeamSnap for Registration. If you are using the Classic version of Registration the registration experience will not change. Please contact your CSM for guidance if you rely on the USA Lacrosse, USA Hockey or Hockey Canada Integrations. |
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| Manage Your Registrations |  |
What's new: View In-Progress and In-Cart Registrations, New Export options & Saved Templates, Manage Waitlists What’s changed: In "Order Details" you can adjust the amount due and edit installment dates. |
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| Roster Your Players |  |
What's new:Filter registrants by answers multiple custom questions to get the right group to roster See: Drag and Drop Rostering |
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| Import your Players |  |
Not using TeamSnap registration? You can still import your members from Clubs and Leagues to TeamSnap for Business. Just follow these steps. If you are using an alternate registration tool, skip to step 3.
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Manage Your Season in TeamSnap for Business: WHAT'S NEW?
Find out what's new as you manage your new season in TSB:
Org-Wide Messaging |
Select any or all TSB programs or divisions as recipients, new no-reply email address option, Images and Rich Text Sending an organization email - TeamSnap Playbook |
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Invoices |
Choose which bank account to deposit season invoices. Invoice installments are automatically processed, Members can manage balances from their TeamSnap Account. Creating Org Issued Invoices | |
Org-Wide Financial Reports |
New filtering options, Key insights summary, Outstanding vs Completed Transactions tabs, financial reporting across all programs. Viewing and exporting financial reports - TeamSnap Playbook Note: Financials from C&L are migrated to TSB. The location will appear under the "Program" column, and you can navigate directly to the source in the "Source" column |
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Scheduling |
New Org-wide Calendar, Filter and export up to 90 days of your calendar’s events, Locations shared across divisions/teams can be created at the program-season level. This replaces a shared list of org-wide locations and creates more specific options for divisions/teams. See: Scheduling for organizations, Org wide Calendar, Historical schedules will appear in your TSB Org Wide Calendar. Clicking the source will take you back to the location in C&L where you can edit the event. |
❓ Questions? We're here to help. Please email support@teamsnap.com
Frequently asked questions
Why did you build a new platform?
The new TeamSnap for Business embodies our commitment to building robust solutions for large and small customers to manage their operations without sacrificing the experience of their admins, coaches, parents, and players.
What new features do I have access to?
TeamSnap for Business helps you manage multiple programs and seasons simultaneously in one place. It has enhanced registration and reporting tools and organization views of your calendar, members, search, and financials to the day-to-day of managing your organization easier. You can learn more here.
Will my retired seasons remain accessible?
Yes! You can continue to access your records through your newly upgraded account.
I can’t find my old teams.
The Historical Seasons Program will hold any of your previous account information, including your old teams. You can access those by clicking Programs > Historical Seasons
Do we still have Commissioners?
TeamSnap for Business has slightly different roles and offers other, more specific options like Program Admin, Program Coordinator, and Division Coordinator. Here is a link to learn more: User Roles & Permissions in TSB
My Website is not linked in TSB
It may take up to 24 hours to connect your TeamSnap Website to your dashboard. If you can not access your site after 24 hours, please contact support so they can make sure it’s connected properly.
My merchant account can’t be verified
Merchant account verification requires that all fields have been filled out completely. Should any of this information be missing or not match the details provided for your deposit account, additional information may be required to our financial services Partner, Stripe, directly. Here is a helpful guide on creating your merchant account: Merchant account creation guide
I liked the old version. Can I go back?
TeamSnap for Business is our newest platform and where all future updates and improvements will be made. It is not possible to downgrade to TeamSnap for Clubs & Leagues. However, you can still manage your current seasons in C&L until you’re ready to move.
If you have questions about any of our existing features or need help managing your active seasons, we are happy to get you connected with a member of our dedicated Support Team!
I want to use the same form to sign up players in different programs. Can I do that?
In TSB, registration forms are tied to the season level. To sign a player up for soccer and baseball, they would need to be divisions under the same season all under one program.
However, we recommend having two separate forms and keeping these categorized as programs.
SUPPORT CHANNELS
For your ongoing support needs, our skilled Support Team will be your best resource! They can provide day-to-day assistance with questions about your TeamSnap for Business account and troubleshoot any technical issues you may encounter.
Our support team can be reached most easily through one of the methods listed below or by clicking the Blue question mark while accessing your TeamSnap account
| Chat: | Monday - Friday 8 AM-6 PM CST |
| Email: | Sunday - Saturday 8 AM-10 PM CST |
| Help Center: available 24/7 | helpme.teamsnap.com |
GLOSSARY
| TeamSnap for Business, (Internal references: Version 2, TSB) | Our newly upgraded software solution for managing your sports organization a.k.a. TSB |
| TeamSnap for Clubs & Leagues, (Internal references: Version 1, C&L) | Our legacy product to support Club & League Management a.k.a Classic |
| Historical Seasons | A record of your data and organization information created within our Clubs & League product |
| Historical Seasons Program | A separate program in TSB called "Historical Seasons" that contains all data previously generated in TeamSnap for Clubs & Leagues |
| Migrated Members | TeamSnap for Business member records are automatically created for each unique member that does not already exist. |
| Programs | The organized grouping of activities for categorizing services to athletes. |
| Program Attributes | Information that determines the properties of a program's underlying structure. |
| Classic Registration | Our legacy registration product. Registrations that are using classic registration are noted with a “Classic” badge in TeamSnap for Business. |
| TeamSnap Registration | Our newly released registration solution in TeamSnap for Business |
| Calendar | After adding events to TeamSnap, you can view and access ALL game, practice, and other event details easier than ever and quickly navigate to edit an event from where it was originally created. |
| Capacity | A limit that can be set for participant groups within a registration |
| Waitlist | Participants who exceed the capacity limit |
| Roster Status | Participants who have completed registration |
| Ready to Roster | Registration and payment have both been completed and the participant is ready to be rostered to their division/team |
| Merchant Account | A merchant account holds payments received before they are moved to your deposit account |
| Merchant Library | A collection of merchant (deposit) account information that only needs to be added once in Reg 2 |