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TeamUnify Update FAQs
TeamUnify Update FAQs
Elizabeth avatar
Written by Elizabeth
Updated over a week ago

We are so excited to bring you this Update! Below are the most common questions and answers about upgrading your TeamUnify site.

Update FAQs

When do I have to update my site?

All sites will be updated automatically on August 31, 2023. However, we recommend starting the Update as soon as possible to allow time to familiarize yourself with the new system.

If you are running monthly reoccurring payments, we recommend waiting 5 to 6 days after the payments are processed before updating.

NOTE: If you see June 15 on your site, please know that this is our first push at completing Phase 1 of the rollout. Please let us know your preferred date or schedule time with our team to ensure the Update is completed by August 31.

What is the cost of the Update, and what will my processing fees be?

The Update is free! Team Unify organizations will not have to pay anything for the Update. You will be charged the same processing rate fee.

Please get in touch with your account manager to discuss rates/payments for your organization.

Who is my Account Manager? Do I have a customer support representative?

Please click Need Help? > Send us a message, and we'll get you to the right people!

How long does the update take?

The update can take 5 minutes to a couple of hours, for some of our larger TU teams, depending on how much information needs to come over. We suggest you update during downtime to reduce incoming payments or registrations.

Families can still use the platform while the Update is happening. Admins will access the new backend once the Update is complete.

If I have outstanding balances for the current month, will they transfer? Will I be able to see the history?

Before updating, we recommend reviewing all balances since the outstanding balances will carry over and are marked in the billing system as a "Balance Carry Forward." The system will try to charge the account on the due date.

Financial transactions that happened before you hit the Upgrade Now button are called Historical Transactions. You will be able to download that data in a read-only Excel file.

Why can't all my financial historical data transfer in the update?

Our team has worked tirelessly to create an entirely new financial system that's designed to be more robust, providing enhanced features and improved user experience. In this transformation, some of the billing data from the old system didn't migrate directly over. This is largely due to the differences in data structures between the new and old systems, but don't worry! We've labeled this as historical data, as it belongs to our previous system.

While individual account data might not be directly accessible by parents within the new system for now, we're excited to share that we're already developing solutions to bridge this gap. We're planning updates that will allow each account to access its historical billing data without needing to request assistance from team admins who currently have this information.

There isn’t a defined timeline for that update, but we're committed to ensuring that all your data, both present and historical, is easily accessible to you and your members.

What can I expect to be transferred over upon upgrading?

The following items will be transferred:

  • Banking Information

  • Events, Event Files, and Info Docs

  • Roster, Email, and Billing Groups

  • Agreements

  • Chart of Accounts - After the Update, CoAs are called Charge Categories.

  • Outstanding Balances

  • Service hours and job history

  • Billing History - The Family Account Holder can see their entire Billing History. The transactions cannot be refunded.

  • Calendar

  • Website link

  • USA Swimming Connection

  • Late fee settings

  • Organization Settings

  • Membership and Registration Data

What needs to be re-entered after the Update?

Lessons and Classes have to be recreated, and the registrants that were actively enrolled will need to be manually registered. Click here to view how to register a student for a class manually.

We also suggest reviewing your Billing Settings before upgrading from Billing Manager > Billing Settings.

Are any updates required to the family's accounts, and should we inform them about this Update?

The family accounts require no updates. However, they will see a handful of changes under My Account and an enhanced Registration and Shopping Cart experience. We would recommend that you let them know about the updates.

Lessons, Classes, and Registration FAQ

Where can we find resources specifically for classes?

If you want to learn more about the new help resources available, you can click here. Click Need Help? to access Walk-throughs, the Academy, and Articles anytime.

Or, you can click here to view our library of articles for classes.

I have upcoming classes/lessons. Upon transfer, how do I refund registrants that paid in the old system that need to cancel?

Because refunds cannot be completed for older payments that occurred before the Update, you would have to do one of the following actions:

  • Give them an "offline" refund (check/cash/etc.), or

  • Give them a credit if they plan to continue their participation in the programming, or

  • Please contact our Support Team, and we can go ahead and complete the refund for you through our payment processing tools.

We have multiple registrations open. Will these be affected?

No, you will need to turn them off temporarily and then turn them back on after the Update is done.

Can we add more agreements, and how do I view signed agreements?

Yes, you can add as many agreements as needed. Agreements are member specific and can be viewed at any time. New agreements added will require a signature, and you can automatically email the accounts.

Click here to learn more about agreements.

Billing and Financials FAQ

When creating a charge, do we still have the option to either charge immediately or add the charge to the next automatic billing?

Yes, that option is still available.

Is ACH available?

ACH is available in the new system as an On-demand payment within the billing system. However, it is not available within Registration or Lessons.

Can we link to QuickBooks?

Yes, Quickbooks is available in the newly updated toolset.

Can non-billing periods be designated for specific groups?

Yes. First, you'll need to create a Billing Group and a Billing Schedule specific to the Billing Group. For example, you can create Group A, charged January-March, and Group B, charged February-April. Click here to learn more.

Will there be an ability to pull a Chart of Accounts report using the SE Payment amounts?

You can break down the SE payments by the Chart of Accounts (now called Charge Category), but it will be before processing fees.

What will happen if I have SE Payments Payouts Pending?

During the update process, billing is off. Once the Update is complete, Payouts immediately start back up. If you have many pending payouts, please wait for them to settle and then update for a clean cutover.

Can we update bank account numbers for the team, and do we still have the ability to have two bank accounts?

Yes! You will need written request/approval from two active SuperUsers to update the bank account. You can add another bank account if you wish as well.

Website FAQ

How can I change my website domain?

After the update is complete, click Need Help? > Contact Us > Send us a message to submit your URL to our support team.

Are subdomains supported in the customer URL?

Yes! Please reach out to our Support Team via the Need Help? Button, and we will connect you with a Team Member to assist you with URLs and Custom Domains.

If one of our families has bookmarked the old site, when you update and launch, will the new site work with the old bookmark?

Yes, they can access your new site using the same bookmark.

Mobile FAQ

Which mobile app should I use?

You may access your teams using the OnDeck or SportsEngine Motion mobile apps. Click here to learn more.

Will OnDeck stop working once I update?

No, it will update to your most current experience.

Can my staff still take attendance in the app?

Yes, as long as they have the proper Admin Account Access Level. To view how to take attendance for practices, click here. For classes, click here.

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