Regatta Checklist

Edited

Use this checklist to ensure you are setting up your Regatta with all available features on Clubspot!


1. Create a Regatta

First, go to your club’s dashboard, go to Events, Regattas, and then click “+ New Regatta” in the top right-hand corner. This will prompt you to create a name for the regatta and the start date. Once you complete that, it will bring you to your new regatta’s dashboard.

  • Create Regatta Name

  • Select Regatta Event Date

  • Toggle ON Guest Checkout if you would like guests to be able to access the registration

2. Set Up Regatta Settings

After you have created the regatta, it is now time to configure the regatta settings. Regatta setup

  • Add Regatta Administrators i.e. Sailing Director, Scorers to have access to the regatta dashboard only

  • Upload NORs, SIs, etc to Notice Board and Race Documents as a PDF

  • Add Classes

    • Add Divisions

👉 Classes are required for registration

  • Update Inbound Payment options for regatta participants

  • Update Entry Fees for each class, including any member discounts

  • Set Entry Caps for each class as well as an automatic waitlist, if needed

  • Option to add membership validation to the registration

  • Upload Waiver and link to respective classes

  • Accounting > under Reporting > Accounting ensure that the regatta is mapped to your club’s correct Chart of Account. Check out Income Account Mapping for more details

3. Publish Regatta

If you have configured all the settings for the regatta, now the regatta is ready for registrations!

Hosted Clubspot Website

  • Go to Settings tab > Basic Details > click the Publish toggle for the event to show up on your club’s calendar

Website not Hosted with Clubspot

  • Copy the Event Details link via email or post to the club’s website

4. Manage Regatta

  • Ad-hoc invoice participants Ad hoc event invoices

  • Send email or SMS text updates to participants

  • Manage Waivers

5. Scoring a Regatta

Prior to event day, make sure the scorer is up to speed on how to score within Clubspot!

Scoring

  • Create Races

    • Set Start Times

  • Use throwouts

  • Update letter scoring

  • Run a test race!