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
View or assign ratings, DUPR data, and linked third-party accounts
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.
Ratings
Note: DUPR fields will display if this rating is enabled.
DUPR - Doubles - The member's current DUPR doubles rating, pulled from their linked DUPR account.
DUPR - Singles - The member's current DUPR singles rating, pulled from their linked DUPR account.
DUPR ID - The member's linked DUPR account ID. Click Unlink to remove the association.
Any Custom Ratings enabled.
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.