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Club Manager

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Members & Money

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2 min read

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Membership Plans and Your Member List

Create plans, find the member roster, and know what Needs Attention means.

Editing a membership plan: price, billing, access, and perks

Editing a membership plan: price, billing, access, and perks

Create and edit plans

Settings → Memberships → Manage Plans. Each plan has a name, a monthly or annual price, and perks. For members-only or free-for-members events, switch on the plan perk Members-Only Events (“Free entry to open plays reserved for this plan”).

Find your member list

On a computer, Memberships in the left rail opens a hub with two tabs: Members (everyone on a plan) and Plans. On the iPhone, open Players and tap Memberships at the top.

Filters: All, Active, Needs Attention, Invited, Past. Needs Attention means a member whose payment is stuck — either a failed renewal or a sign-up whose first payment never went through. Worth a friendly word at the desk before it becomes a cancellation.

Everyone who plays, not just members

Players — in the left rail on a computer; on the iPhone, open Analytics and tap through Player Activity — lists every player at your club. Search by name or email, filter (including Birthday today), and tap someone to open their profile. Add Player creates a record at the desk: first and last name, then phone, gender and birthday if you have them. Enter the email they would sign up with so the record links to their account when they install the app.

What you can do from a player’s profile

  • Message — a one-off message to that player, with ready-made booking, payment and waiver reminders.

  • Money — what they owe and have paid, with Request payment, Collect at desk, Show QR, Refund and Resend receipt, plus a Credits grant.

  • Memberships — Add membership, Change plan (bill the difference now, or switch at the next renewal), Pause and Unpause, Renew (sold at the desk) and Set up auto-renew.

  • Family — Link family member joins two existing players; Add child creates a child under a parent, who pays for them and gets their notices.

  • From the menu: Adjust rating (with a reason), Send waiver and Resend welcome email.

A player’s own name, email and phone belong to the player; they change those in their app.

Duplicate records

If the same person appears twice, it is usually because staff added them to an event by name and they later signed up themselves. Those are two separate records. The older record keeps the history; the new one starts empty.

Decide which record they are actually using, use Adjust rating to carry their rating across, and report it through Help & Support so we can merge them for you. Do not try to fix it by deleting registrations — that removes their history.

To avoid creating one: when adding a player at the desk, always use the email they would sign up with.

Granting and ending memberships

From the Members tab you can add someone to a plan — send them an invite, or comp it free — cancel a membership, or revoke a pending invite. The same tools sit on the player’s profile on both the web and the iPhone.

A desk-paid pass and the app: when a member with a pass you sold at the desk joins the same plan in the app, nothing is charged that day. Their card is saved and the first charge lands when the desk pass runs out. Three days before it ends they get an email with a Set up auto-renew link, so most will have done this before you need to ask.

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