Manage the player directory

Find the right player

1. 1

   Open Players in the club workspace and search by name or phone number.

2. 2

   Open the player’s record. Confirm the phone number, including country code, before changing personal details or membership.

3. 3

   Review the available booking, membership and account-access information. A player must verify the same phone number to reach the matching account.

Edit a name, phone number or private note

Use Edit on the player record, correct the relevant details and save. For a player who has not connected an account, supply a valid email or choose Email unavailable. A connected player manages their account email themselves. Keep private notes limited to information staff need to run the club. Correct a mistaken phone number with the player; changing it can affect which account can access the record.

Adding or editing a player does not collect a membership payment or give them member benefits. Use their membership records for those changes.

Change a guest into a member

Member or Guest is determined by the player’s membership status and dates. Open the player’s record and review the Membership section. Choose Add membership there, or open Memberships → Members and use Add membership. Choose a published tier and dates, then record an actual cash or bank-transfer payment or choose Complimentary.

To end benefits, use the relevant membership action. Editing a profile or adding the word “member” to an import does not grant access. After saving, check the membership dates and status and confirm the directory reflects them.

• Add, renew, extend or cancel a membership
• Understand membership access and dates

Add several players

Use Players → Import for names, phone numbers and private notes. If you are moving existing memberships, use the separate membership import: it can create the player and membership together.

• Import player records
• Import existing memberships