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(3) Adding a Service Period

(3) Adding a Service Period

Overview

A service period is the fiscal year for club. We have included a step-by-step guide on how to create one below. 

How to create a service period

  1. Login using the 'Login' at the top of the RegattaCentral homepage.
     
    1. If you do not have an account or can not access yours follow the instructions in 'getting started
  2. After Logging on to RegattaCentral your club will be located on the lower left of your dashboard below regatta calendar. Click on your club name. 
  3. Your club management page will then open. 
  4. Click on 'configuration' on the left hand side then 'services, fields, periods, groups and discounts
  5. Click on 'service periods'
  6. Click 'New Service Period' 
  7. Enter a title in the description box i.e. 2022, Fiscal Year 2021 etc . We suggest using the first of the year and the last of the year as your dates; this is often easiest for accounting.  
  8. Click 'OK'

Support

For assistance, please contact your RegattaCentral Account Manager. If you need help finding their information, please contact support@regattacentral.com with "Please forward to Account Manager" in subject line or call 614-360-2922.

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