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Organization Settings: Organization Information

Manage Core Account Details and Administrative Contacts

Mari Bern avatar
Written by Mari Bern
Updated over 2 weeks ago

INTRODUCTION

Feature Summary: The Organization Information screen allows system users to manage foundational details about their club or organization, including contact information, addresses, account ownership, and administrative contacts. This information is used across CourtReserve for communication, system notifications, billing references, and public-facing pages.

Use Cases: Organizations use the Organization Information screen to:

  • Maintain accurate club contact and address information

  • Designate an account owner for administrative responsibility

  • Add additional contacts for notifications and updates

  • Ensure members see correct information on public-facing pages

  • Keep administrative records current as staff or ownership changes


PREREQUISTIES

Before setting up your organization, it’s helpful to understand key terms used throughout CourtReserve. Review the glossary here to get familiar with the platform’s terminology.


SETUP REQUIREMENTS

To get started, navigate to: Settings > go to the Organization Settings row > click the Organization Information icon.


OVERVIEW

The Organization Information screen serves as the central location for managing your organization’s identity and administrative contacts in CourtReserve. Keeping this information up to date helps ensure smooth communication, proper system access, and accurate information displayed to members.


Key Settings to Configure

  • Organization Name - The official name of the organization or location. This name appears throughout CourtReserve and will be visible to members on public pages and communications.

Note: If you are an established organization and need to update your Organization Name, be sure to also update it in the following three locations:

  1. Settings > Organization Settings > General > Email Settings

  2. Settings > Portal Settings > Set Up

  3. Settings > Portal Settings > Mobile

  • Phone Number -The main phone number for the organization or location. This number may be displayed to members on public-facing pages and should reflect the best contact for general inquiries.

  • Email - A general contact email address for the organization or location.

  • Physical Address

    • Address 1 - Street address of your club location.

    • Unit/Suite/Building Number- Optional second line for address details (e.g., suite number).

    • City - City where your club is located.

    • State/Province - State or Province.

    • Postal Code - ZIP or postal code for your club’s address.

  • Mailing Address - If the mailing address differs from the physical address, enter it here. Otherwise, select Same as Physical Address.

  • Account Owner - The Account Owner is a system user with Admin access who is primarily responsible for managing the organization’s CourtReserve account. This user:

    • Manages overall account ownership

    • Receives account confirmations and critical system notices

    • Is the primary point of contact for important CourtReserve updates

    • Only one Account Owner can be assigned at a time. When selecting an Account Owner, only system users with Admin access will appear as options. Enter the best phone number for the Account Owner; the email address will automatically be pulled from the selected Admin’s user record.

  • Additional Contacts - Additional Contacts are optional system users who receive important system notifications and updates from CourtReserve. Use this section to:

    • Add backup administrative contacts

    • Ensure key staff members stay informed

    • Reduce reliance on a single point of contact

    • Contacts can be added, updated, or removed as needed.

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