Customer (billing health)
- Current: billing account in order, card on file. Nothing to do.
- No card: the account exists but has no payment method. Fine for pay-by-email teams; a problem for autocharge.
- Delinquent: the family has past-due invoices. See failed payments.
- No account: the swimmer isn’t on any billing account, so nothing about them can be billed. Add them to the right family under Payments → Customers.
- Multiple accounts: the swimmer sits on more than one billing account, usually a duplicate-registration leftover. Remove them from all but one; see customers and billing accounts.
Status (can they log in?)
This looks at the whole family: the swimmer’s own login and every linked parent.
- Connected: someone in the family has set a password. They can see meets, invoices, and schedules.
- Pending: an invite went out, nobody has finished creating the login. Resend from the swimmer’s profile if it’s been a while.
- Not connected: there’s an email on file but no invite accepted. The row shows an envelope button: send the invitation.
- No email: nobody in the family has an email on file. Add one on the swimmer’s Profile page first.
Staff have their own version of this on People → Staff: Connected, Invited (hasn’t set a password), Not invited, and No email.
Needs setup
A Needs setup tag next to a swimmer’s name means their setup checklist still has open steps: no parent linked, no family account, not in a program or training group, billing not started, or no welcome email. Open the swimmer and work through the Setup card at the top of their page. Skipping a step counts, so the tag goes away once every step is done or skipped.
To list them, click Filters at the top of the roster and check Needs setup under Setup. Set up shows the swimmers with nothing left to do.
The USAS columns
Shown only for USA Swimming clubs, filled by the SWIMS sync, and not editable by hand:
- USAS: a check when the swimmer’s USA Swimming registration is active.
- USAS Exp.: when their registration expires.
- USAS Type: their registration type.
On the swimmer’s Profile, USAS Status reads Registered, Expired, or Not Registered. Expired means the registration on file is past its expiration date. Commit treats it as not registered: no check on the roster, and the USA Swimming filters count them as not registered. It usually means their registration lapsed and hasn’t been renewed yet.
If a swimmer looks wrong here, refresh the connection under Settings → Integrations rather than editing the roster.
Common questions
A family swears they have an account, but the row says Not connected. They likely registered on a different email than the one on file. Check the emails on the swimmer’s Profile page.
Does “Connected” mean the swimmer can log in? It means someone in the family can: the swimmer or a parent. Swimmers and parents each get their own logins.
Can I filter by these? Yes. The roster filters cover customer status, account status, setup, and USA Swimming registration, and you can save the combination as a roster view.