Enrolment & Registration

Replace the inbox chaos of enrolment season with a self-running registration pipeline that handles forms, payments, and confirmations without staff lifting a finger.

23 hrs
Time saved/month
7
Companies have mapped
Map This Automation

About This Automation

Enrollment and registration covers everything from a family's first inquiry through waiver collection, payment confirmation, and team placement. Manual handling means repeated follow up for missing paperwork, duplicate data entry, and delays before a new athlete is properly on the roster.

The automated version tracks waivers and payments to completion, places athletes on the right team, and updates records without manual copying. Families move from inquiry to a confirmed spot faster, and staff spend less time chasing paperwork.

Key features
Send registration forms and waivers automatically when a new inquiry comes in
Track signature and payment status without manual follow up
Place athletes on the correct team based on age and skill data
Update the roster automatically once placement is confirmed
File signed waivers to the athlete record for compliance
Notify families and coaches once enrollment is complete

How The Automation Works

The full workflow, from trigger to completion.

1. New Enrollment Inquiry Loggedtrigger

A parent's enrollment inquiry is captured automatically as the starting point of the process.

2. Send Registration Form & Waiver

The system sends the registration form and waiver for signature immediately.

3. Monitor Waiver & Payment Status

The Registration & Waiver tracks whether the waiver is signed and the payment has cleared.

4. Send Payment Or Waiver Reminder

If either item is still outstanding after 48 hours, a reminder email goes out automatically and the check repeats.

5. Assign Team & Update Roster

Once both items clear, the Roster & Team Assignment places the athlete on the right team and updates.

6. File Signed Waiver

The signed waiver is saved automatically to the athlete's compliance folder.

7. Send Welcome Email

A welcome email with schedule and kit details is sent to the family.

8. Notify Coach

The assigned coach receives a message confirming the new athlete and their team placement.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
23hrs/month
Process pain:7.8/10
Mapped by:7 Companies

Map this to your business to get your exact numbers.

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