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OTA U

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The OTA HUB is our All in One Proprietary Program Management Software.  

Introduction

Action:  Go to the APP Store on your Phone and Download the OTM APP (the APP has our LOGO on it)

Use the same password you were given for the Desktop Login

Territory Sales:

Territory Sales

Action:  Create a School Exercise
Create a school within your HUB with your last name. 
For example:  Whelan Elementary

Adding Instructors and APP Introduction

Adding Intructors and APP Introduction

Action: Create an Instructor Exercise:

Create yourself within your HUB as an instructor (DO NOT USE YOUR OTA EMAIL, PLEASE USE PERSONAL EMAIL) and set your availability so you can work everyday.  Check your EMAIL to make sure you received an email and set a PASSWORD (Remember it's your personal email)

Instructors:  Scheduling and Managing Instructors

Scheduling and Managing Instructors
Creating an After School Program

Creating an After School Program

Action: Program Creation Exercise
Please create the following Program at YOUR Elementary (Make sure your Elementary School is listed as a - OTA Partner School)
Go to Board > List > Create
**Sports Spectacular Grades K-2  Mondays  (Starts ANY Monday in September and Ends ANY Monday in November) Cost $100 per child
**Flag Football Grades 3-5 Wednesdays (Starts ANY Wednesday in September and Ends ANY Wednesday in November) $100 per child
**MAKE SURE IT'S SET FOR ONLINE REGISTRATION
**SET YOURSELF AS THE INSTRUCTOR FOR BOTH CLASSES
**GO TO EACH WEEK OF THE CLASS AND CHECK YOURSELF IN AS GOOD TO GO

**LOG INTO THE OTA APP USING YOUR INSTRUCTOR LOGIN and make sure programs are listed in schedule.  

Creating a 1 WEEK CAMP

Creating a 1 Week Camp

Action: Creating a 1 Week Camp Exercise
Please create a Summer Camp with the following information (Use your School that your Created)
Soccer Camp | Week of June 7th  (Monday - Friday) |  9:00am - 3:00pm |  Cost:  $200 per child
**MAKE SURE IT'S SET FOR ONLINE REGISTRATION

Creating a Camp with MULTIPLE WEEKS

Creating a Camp with Multiple Weeks

Action: Creating a Camp with Multiple Weeks:
Please create a Summer Camp with the following information (Use your School that you Created)
OTA ________ School Summer Camp | Week of June 7th  (Monday - Friday) |  9:00am - 3:00pm |  Cost:  $200 per child

>Make the Camp 8 Weeks long
>Provide Before and After Care for each week
>Delete the July 4th Week

**MAKE SURE IT'S SET FOR ONLINE REGISTRATION

Payroll Function

Payroll Function

Action: Clock in and Out of a program
Use an existing program and schedule yourself for that program (You will have to edit the program to add instructors - Add Yourself as the instructor).  Then log into the app (Remember it should be your personal email and you can only Clock In 15 min before the start of the class; so you might need to adjust the time as well).  Wait an hour and Clock Out: 

  • Review the Payroll Tab and make sure your info is listed

  • Review the Schedule logs to more detailed info about the location.  

Birthday Party Creation

Birthday Party Creation

Action: Create a Birthday Party
*IMPORTANT* Make sure to create a Partner in Sales Territory as OTA Birthday Party

Creating a Manual Program and Receiving Money

Creating a Manual Program and Receiving $$

Board Views

Board Views

Surveys

Surveys

Action:  Fill out the Survey for your Program and review results

Forms on the Registration

Forms

Action:  Add both Forms to your HUB:   OTA Waiver (**IMPORTANT** Add your Legal Business Name to the highlighted areas in the Waiver Document)

>OTA Waiver

>Cancellation Form

Coupons

Coupon Set Up

Action:  Create the following

>Coupon for yourself for 100% Off (Make it for ALL PROGRAMS with no end date)

Sibling Discounts

Sibling Discounts

Payment Plans

Payment Plans

Franchise Operations Reference Folder

Franchise Operations Folder
Parent Dashboard

Action:  Go to the Franchise Operations Folder > Email Chris Whelan (Whelan@otathletics.com) our OTA LOGO 

Parent Dashboard

Action:  Register your child for 1 of the programs you created; use the CODE you created for 100% off

Director View

Director View

Campaigns to Registered Participants

Campaigns to Registered Participants

Action:  Send a 'Test' Welcome Email to the program that you registered for child in.

Rosters and SignOut Sheets

Rosters and SignOut Sheets

Cancel Participant Registration

Cancelling Participant Registration

Partial Refund

Partial Refund
Manaully Register a Family (Payment Later Feature by Credit Card))

Manually Registering a Family (Payment Later Feature - Parent to pay by Credit Card Later)

Manually Registering a Family (Payment Later Feature - Check or Cash)

Manually Register a Family (Payment Later Feature - Check or Cash)
'Other' Category Programming

'Other' Category Programs 

Families using their Phone to Register

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