INTRODUCTION
Feature Summary: The Details tab on a member's profile is the central location for managing a member's personal information, contact details, communication preferences, and account-level restrictions. System users can view and update all core member data from this single tab.
Use Cases:
Review or update a member's name, address, phone number, and date of birth
Manage communication preferences and unsubscribe settings
OVERVIEW
The Details tab is divided into several sections covering personal information, contact details, subscription preferences, and optional feature-specific settings. Some fields only appear if your organization has enabled certain add-on features.
NAVIGATION
Log in to the CourtReserve admin panel.
Navigate to Members in the left-hand menu.
Search for and select the member whose profile you want to view.
Click the Details tab.
SETTINGS
Personal Information
First Name - The member's first name as it appears throughout the system.
Last Name - The member's last name.
Email - Displays the member's email address used for login and all system communications. To edit the email address, navigate to the Login tab.
Gender - The member's gender. Used for reporting and such things as event restrictions.
Date of Birth - The member's date of birth (month, day, and year). The system automatically calculates and displays the member's current age.
Family Name - The family group this member belongs to, if applicable. Click the pencil icon to update.
Family Role - Designates the member's role within their family group (for example, Primary).
Member # - The unique system-generated identifier assigned to this member.
Profile Photo - A photo can be added to the member's profile by clicking Add Photo. This image will be associated with the member's account throughout the system.
Contact Information
Phone Number - The member's primary phone number.
Address - The member's street address.
City - The member's city.
State - The member's state.
Zip Code - The member's ZIP code.
Account Settings
Note - A free-text field for internal notes about the member. Notes entered here are visible to system users only.
Penalty Cancellations - Displays the number of penalty cancellations on the member's account. This count can be adjusted manually by system users.
Invited Guest(s) - Shows the total number of guests this member has invited. Click View Guest(s) to see the full list.
Tell Us How You Found Us - Displays the member's self-reported response to how they discovered the organization.
Communication Preferences
Note: Communication preferences can be controlled on an individual notification level via the Member Profile - Notifications tab.
Unsubscribe from my Club/Organization's Emails/Alerts/Newsletters - When checked, the member will not receive email communications from the organization. The default setting is not checked.
Unsubscribe From Organizations Marketing Text Alerts - When checked, the member will not receive marketing text messages. The default setting is not checked.
Unsubscribe From Organization Text Alerts (Confirmations, Cancellations, etc) - When checked, the member will not receive transactional text alerts such as booking confirmations or cancellation notices. The default setting is not checked.
Unsubscribe From Organizations Marketing Push Notifications - When checked, the member will not receive marketing push notifications through the mobile app. The default setting is not checked.
Exclude Account Information From Public Groups - When checked, the member's account information will not be visible within public group features. The default setting is not checked.
Note: Additional fields may display in this tab based on the Additional Features enabled.