The order to set up a club or event on Uplifter: platform, access, affiliation, payments, registration, then participants and money.
- Administrative visibility and access is controlled by your financial organization role.
- On Enterprise, a club affiliating with its governing body works from a Club Dashboard; a competition or event works from an Event Dashboard.
- Registration money is paid into your organization's merchant account, not to Uplifter. Set it up before you open registration.
- A club runs on one of three things: a Club Dashboard inside its governing body's Enterprise Portal, a Club 1.0 website, or a Club 2.0 website. Each has its own guides.
- Need a person? Submit a request, or on Enterprise, open a ticket from Resources in the left navigation menu of your Admin Dashboard.
Setup runs in a fixed order, because each stage depends on the one before it. Work down the list once, then come back to any stage when you need to refine it.
-
Confirm your platform
Which platform do I use? settles it, and the answer decides which guides you follow:
- Enterprise Club Dashboard — your club lives inside your governing body's portal. Steps 2 to 7 below are yours.
- Club 1.0 — your club's own website on the older platform. Follow the Quick start guide and the Website go-live checklist on Club 1.0 instead.
- Club 2.0 — your club's own website on the new platform. Follow Getting Started at docs.uplifter.app, nine steps from creating your organization to your first enrollment.
-
Get your admin access
Read Understand admin roles and permissions, then ask your financial account owner for the role you need. Your association or sanctioning body needs access too if it sets your registration rules (at least a process-specific admin on your Club Dashboard) or adds its own waivers (an administrator on your organization).
-
Affiliate with your governing body
Follow Apply for club affiliation with your association. Once approved, your Club Dashboard lists your members and their memberships. Stopped partway? Apply for club affiliation with your association.
How your club connects to your provincial and national associations
- One checkout, three levels. A member can buy their national sport organization (NSO) membership, their provincial or territorial sport organization (PTSO) membership and your club program together. Leave the membership fees out of your club prices; they’re added to the cart for you.
- Registration rules make the link. Each club program names the PTSO membership a registrant needs, and the NSO membership that comes with it. List every membership you accept, because a member holding one that isn’t listed is asked to buy another. See Set up your Club Dashboard and club programs.
- Each organization is paid directly. Your club’s merchant account receives your club fees. Membership fees go to the associations: with direct affiliation payments, the NSO and PTSO are each paid straight into their own merchant account at checkout, and each refunds only its own portion.
- Seasons are set up top-down. For annual memberships, each new season is set up in order: the NSO first, then the PTSO, then the clubs. Your club season depends on your PTSO’s, so agree a timeline with your PTSO and your Uplifter contact.
-
Connect payments
Your platform uses Paysafe or Stripe. Follow Set up a Paysafe merchant account or Set up your Stripe merchant account.
-
Build the registration
Start with When should I use a Club vs. Event Dashboard? For an event, Create an Event Dashboard, then set registration categories, waivers and any coupon code, and finish with Submit your Event Dashboard for review and go live.
-
Take registrations
Most people register themselves. Otherwise: Register someone on their behalf with an admin transaction, Change a registration status and Help a registrant who can't complete registration. Clubs also register club members for their association membership.
-
Follow the money
Record offline payments, Issue a refund and Download Club Dashboard and Event Dashboard reports cover the season's bookkeeping.
If a menu a guide describes isn't there, it's almost always your role, not the product. Check step 2 first.
Where to go next
- Events & Registration — every Event Dashboard how-to.
- Clubs & Seasons — Club Dashboard, affiliation and season setup.
- Enterprise Guides — your governing body's own process, where one exists.
Need help? When a guide doesn't answer it, submit a request and name your platform, your club or event and the page you were on. On Enterprise you can also open a ticket from Resources in the left navigation menu of the Admin Dashboard: see Submit a support request from Enterprise Admin. On Club 1.0, see Submit a support request from Club 1.0 Admin.