Getting Started - Learning Sportsman
Getting Started Learning Path
Once your Sportsman database (often referred to as a ‘site') has been created and licensed you can start to learn about next steps in configuring your software to work efficiently for you. Below is a general list of areas to learn about and configure early in your implementation and training process.
- Accessing training and support
- Site, system and email configuration settings
- Texting patrons through Sportsman
- Workstation configuration-coming soon
- Setting up Sportsman Software users and managing their permissions
- Entering and Editing Patron Information
- Managing Family Groups
- Understanding credit card processing and integration
- Introduction to Sportsman Web
- Critical tables: GL accounts and fees
- Cash register customization (some features require Point of Sale module)
- Ordering supported equipment and supplies
- Setting up cash register peripheral equipment - Sportsman Desktop
- Setting up cash register peripheral equipment - Sportsman Web
- Introduction to ActivityReg (requires the ActivityReg patron website module)
- Setting up a New ActivityReg Website
- Managing Patron Login for ActivityReg
- Understanding Residency Restrictions-coming soon
- Working with tax rates, nontaxable entities and taxable items-coming soon
- Creating memberships, privileges and entrance locations (requires Membership Management module)
- Setting up admittance control (requires Membership Management module)
- Introduction to waivers-coming soon
- Initial setup for programs and activities
- Registering a patron for an activity
- Defining facilities
- Reserving a facility for a patron
Site, System and Email Configuration
Site, System and Email Configuration settings establish critical parameters for your Sportsman experience. It is important to review changes to these settings with a Sportsman Technical Consultant if you are not fully confident making changes.What is a "site"? Sportsman allows for multiple sites to be defined within a single database. Individual sites such as a “Town Recreation” site and a “Senior Center” site can exist. Each site needs to be licensed individually for Sportsman. Each site within a database will have a separate activity hierarchy, separate facility definitions, separate ActivityReg websites and can have separate or cross-site memberships.
System Configuration
The System Configuration area contains settings that apply to all sites in your database. These settings include important items such as strong passwords, enabling Sportsman Web, and system-wide email server configuration. Most of the system settings are configured when the database is first established and should not be changed without consultation.Site Configuration (main configuration)
Site Configuration is a core area controlling many aspects of Sportsman. It is where items such as annual waivers, residency qualifications, tax rates, payment parameters, default GL accounts, til closing settings, credit card processor account credentials, online convenience fees, and many other settings are established.Configuring Email
It is important to establish your email server credentials in System Configuration, however settings can be overridden at the workstation level and at the Sportsman Web user log in level. The following document generally requires IT expertise and consultation with Sportsman Technical staff.Setting up Tables
Tables are important to understand and manage, they are where predefined sets of lists exists. Tables hold information such as GL account codes, predefined fees, adjustment types, membership types, admittance privileges, gender definitions, registration and reservation questions, cash register layouts, labor codes, merchandise lists, coach lists, and much more. It is important to set up GL accounts, fees and other tables that are critical to your expected use of Sportsman before defining activities for registration and facilities for reservation.| Tables: Financial - General Ledger (GL) Accounts |
| Tables: Financial - Fees |
Creating Users and Managing Permissionss
| Create and Edit Sportsman Users and Permissions |
Accessing Training and Support and Managing Software Renewals
Technical questions, support and training is included in your Sportsman license. You can reach out to us by phone, email or by completing a support ticket.Your license will be on a 12 month renewal schedule and Sportsman Administrators at your site will receive a popup reminder to renew starting 30 days before your license has expired.
| Accessing training and support |
| Renewing Your Sportsman License |