Post Rollover

A season rollover allows your club to begin a new season. This is a great time for some general 'housekeeping' which will ensure your new season is up and running.

First things to check:

Check and Update
Account Details

Why?

Please take this time to review and update any contact information as this is where we generate our mailing lists and contact you.

How?

These can be accessed via ACCOUNT > account details

Click here for more information about maintaining your club contacts

Bring Forward Payment
Classes

Why?

Payment Classes are archived at rollover.
This is required by the system as a new season requires new payment class ID numbers

How?

FINANCE > utilities > bring forward payment classes

There may be a payment class you no longer need. These can be easily removed by the deactivate or delete options

Update registration
links

Why?

Once you have brought forward your payment classes, they will all have new ID numbers.

You may need to update:
- QR Codes
- Posters or flyers
- Direct links used on your websites

How?

FINANCE > payment classes
Click on edit > click on registration link
This will open the link for the payment class. You now have your new payment class link

Updating your members

Your rollover option will determine how you will update your members. If you are unsure of your rollover option, below outlines the member renewal options for each rollover preference:

		Member Registration Options
Rollover Preference	Member list action	Online Registration	Invoice	Manually Update
Archive	New season member list will be empty
Bring Forward	New season member list will be copied BUT members will appear as UNPAID

Removing Members

If your club has chosen to Bring Members Forward, you may need to clear out any non-returning members.
To remove members click EDIT MEMBER > REMOVE MEMBER
Please note: This will only remove the member from your current season, and will not remove any of their historical data. You can also reactivate their membership at any time.

revSPORT is not our primary database, what can we do?

If you have chosen to Bring Forward members and revSPORT is NOT your primary membership database, and you have not already removed non-financial members from last year, we ask that you please review your member list and remove any non-returning members. We then ask that you mark all your remaining members as paid. This will prevent members displaying as unpaid in their online profile.

To do so:

1. Create a generic payment class for example 'Active Member' to do this: Finance>Payment Classes>Add Payment Class (link this payment class to the National Member Type Active Club Member).
2. Mark all members as paid: Open your member list > tick the checkbox at the top-left of the member list (this will select all members that display on that page of your member list)> select the bulk option Mark members paid > under payment class select the generic payment class created in point 1 > click on mark ALL selected members as paid.
Note: repeat point 2 for all your member pages.

If you need any assistance in this process, by all means, please let us know.

System Support Guides
All of the mentioned processes are covered in our revSPORT support guides which can be found here: https://www.sailingresources.org.au/os/revsport-system-support/. But if you find yourself stuck and need assistance, by all means, please let us know.