This guide takes a brand-new organization account from setup to a recruiting roster in an afternoon. It's written for the admin setting things up: a club director, high school coach, or recruiting service owner.
New here? Organization accounts start with a demo call. We'll walk through the product live, then create your account for you on the plan that fits your roster. Once you're in, work through the steps below in order.
1. Review your organization's details
Your account arrives with the basics already set up from your demo call. Head to your space Settings to add your logo and double-check your name, website, and location. These show up on your team profiles, printable rosters, and any athlete-facing pages, so it's worth getting your branding right up front. See Organization onboarding for what to expect on your first login.
If you run multiple teams or programs, get familiar with how spaces and teams are structured before you invite anyone — it shapes how athletes and staff are grouped. See Spaces & teams explained.
2. Invite your staff
Add the coaches, team managers, and admins who'll help run recruiting. Each person gets a role that controls what they can see and do, so a team manager can't change billing and a coach only sees their own athletes. See Staff roles & permissions and Inviting staff.
3. Add your athletes
There are two ways to get athletes onto your roster:
- Group registration codes — share a link or code and athletes register themselves. Best for getting a whole team signed up fast.
- Bulk import — upload a CSV of your roster and we create the accounts for you. Best when you already have athlete data in a spreadsheet.
See Athlete registration & group codes and Bulk athlete import (CSV).
4. Build and assign a recruiting checklist
Checklists are how you keep an entire roster on track without chasing each athlete. Build a sequence of steps (build your profile, add a highlight video, connect Gmail, send your first email) with due dates, then auto-assign it so every new athlete gets it automatically. See Creating a recruiting checklist and Auto-assigning checklists.
5. Set up shared templates and team tools
Give your athletes a head start by creating shared email templates they can use right away, so their outreach is on-brand and coach-ready from day one. Then publish team profiles and printable rosters to showcase your athletes to college coaches. See Shared email templates and Team profiles.
6. Track engagement from the admin dashboard
Once athletes are active, your admin dashboard shows recruiting activity across the whole roster: who's emailing coaches, whose profiles are getting viewed, and which athletes need a nudge. See The admin dashboard.
What's next
- Decide on a roster size and plan. Pricing scales with the number of athletes. See Choosing the right plan.
- Want athletes to follow a guided path? Set up a recruiting checklist for each grad year.