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Quick Start Guide for Organization Administrators

BeginnerGetting Started 196 views

Welcome to KoachSynk!

This guide will walk you through the essential steps to get your organization up and running.

Step 1: Set Up Your Organization Branding

From your dashboard's Organization Settings card, you can:

  • Upload your organization's logo using Update Logo
  • Add your public-facing contact information, photos, and details under Manage Public Page

Step 2: Add Additional Administrators (Optional)

If you have other people who need to help manage your organization, go to Manage Admins in the People Management section.

  • As the Organization Owner, you have full access and can manage other admins
  • Additional Admins can have specific permissions enabled/disabled
  • Content Managers are a limited role for a social-media or marketing helper — they can edit only your public-facing page & content (public page, announcements, sponsors, gallery, FAQs, logo) and nothing else. Add them under People Management → Content Managers — you can even invite a parent/guardian.

See Managing Organization Administrators for details.

Step 3: Set Up Your Public Page

Navigate to Manage Public Page from your dashboard.

  • Required: Create a custom URL (e.g., "yourorg") to make your page accessible
  • Automatic: All open registrations will automatically appear on your public page
  • Optional: Add your logo, contact info, photos, FAQs, and news updates to enhance your page
  • Delegate it: assign a Content Manager (People Management → Content Managers) to keep your public page and content up to date — they get access to this and nothing else.

Tip: Your public page is live as soon as you save a custom URL. You can enhance it with additional content anytime.

Step 4: Create Your First Season (Optional)

If you plan to use registration, go to Manage Seasons & Registrations to create a season. Otherwise, skip to Step 5.

Note: Before you can create a season with paid registration, you must first set up Stripe Connect to accept payments.

Step 5: Create Teams

You have two options:

  • Create New Team - For existing rosters or teams that don't need registration
  • Quick Team Registration - Creates a team AND opens paid registration (requires Stripe setup first)

Step 6: Add Players

Players can register themselves, or you can add them manually using Player Management, which lets you manage all players and assign them to teams from one place.

Step 7: Assign Coaches

Use Coach Management to manage your coaches and assign them to teams, giving them access to their team's roster and schedule.

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