This feature is currently in Beta, meaning it is actively being tested and refined before a full release. It is not available to all organizations. Access is limited to clubs in CourtReserve's Early Access Groups. To request access, contact our Customer Support team via live chat or email.
Introduction
Feature Summary: Pulse IQ reviews your club’s data every night and points out the few things worth your attention, such as regular players who have gone quiet and overdue balances that are building up. Some insights come with a ready-made list of players to contact, and Pulse IQ tracks what happens after you reach out.
Use Cases:
Win back regular players before they stop coming altogether
Follow up on overdue invoices before they age further
See whether your outreach worked, and which emails brought players back or collected balances
Review every insight surfaced for your club, including ones you acted on or dismissed
Overview
What Is Pulse IQ?
Pulse IQ is the insights feature in CourtReserve Pulse. Instead of checking every tab for changes yourself, Pulse IQ does the checking for you. Every night, it reviews your club's data and surfaces a small number of insights: patterns worth your attention, each with the figures behind it.
Some insights come with a suggested action, such as a ready-made list of players to email. After you act, Pulse IQ measures what happened, so you can see whether your outreach worked.
Pulse IQ has its own tab, the Insights tab, which is the full history of every insight Pulse IQ has surfaced for your club.
Navigation
Where Pulse IQ Insights Appear
Pulse IQ insights appear in several places in Pulse, depending on what they're about. To find them, select Pulse in the left navigation menu.
Home tab: A Worth your attention card appears on the Home tab and shows up to three of your highest-priority insights, with suggested actions first. The note in the top-right corner, As of last night. Each insight uses its own date range., is a reminder that insights don't follow the dashboard's date range. When you dismiss an insight, the next one moves up. If there are no insights, the card shows Nothing needs your attention this week. Each card shows the exact dates it covers.
Engagement and Financials tabs: A collapsed Worth your attention strip appears at the top only when there's a suggested action related to that tab. It shows how many there are, e.g. "1 insight". The Engagement tab shows Quiet Members and the Financials tab shows Overdue Balances. A suggested action that doesn't make the Home card can still appear here. Click the strip to expand it and see each insight's headline, key figure, and View Details button.
Insights tab: Shows every insight Pulse IQ has surfaced for your club.
Note: Worth your attention is different from the Needs your attention list in This period at a glance on the Home tab. Needs your attention compares your KPI (Key Performance Indicator) cards for the dates you select. Worth your attention shows Pulse IQ insights, which use their own dates.
Using Pulse IQ
Open a Pulse IQ Insight
Every insight has a View Details button that opens a side panel explaining why the insight appeared and the details behind it. You can open it from an insight card on the Home tab, from the Worth your attention strip on the Engagement or Financials tab, or from the Insights tab.
Click View Details on any insight.
Review the side panel. From top to bottom, it shows:
Headline and labels: The insight’s headline, its area label, e.g. Overdue balances, and a one-line summary of what the insight covers.
Why you're seeing this: How the insight was calculated. Most insights also show the date the data runs through, e.g. "Based on data through Aug 31", and the minimum conditions for the insight to appear.
The evidence: A table of the figures behind the insight, so you can see what Pulse IQ found. It appears on the Overdue Balances suggested action and shows overdue amounts grouped by how long they've been past due.
Who this is about: The list of players the insight is about, so you can review them and choose who to contact. It appears on insights with the Suggested action tag. For what each column shows, see Columns in the Who This Is About List below.
Use the icons at the top of the panel to rate or dismiss the insight.
Click Ask Pulse to open the chat and ask about this insight. On insights with the Insight tag, Ask Pulse is the main button, since there's no list to contact.
Click X to close the panel.
Note: The Ask Pulse button doesn't appear when the panel is opened from the Insights tab.
Columns in the Who This Is About List
Only suggested actions have a Who this is about list. The columns depend on the suggested action, but every list starts with the same two:
Player: The player's name. Click it to open the player's profile in a new tab.
Player #: The player's member number. This column is hidden when no one on the list has one.
A dash (—) in any other column means Pulse IQ doesn't have that information for the player. Insights created before a recent update may only show Player and Player #.
Quiet Members
The list shows your quiet members: regular players who have recently stopped booking or are booking much less than usual. A player counts as a quiet member when:
They averaged at least two reservations a month.
Their reservations in the last 30 days dropped by 60% or more compared with the previous 90 days.
Their last reservation was between 21 and 120 days ago.
Reservations include being added to someone else’s reservation, as well as league and program sessions. League and program sessions don’t appear on a member’s Reservations tab in their profile, so a player’s count here may be higher than that tab shows. For clubs with memberships that bill on a repeating schedule, the list only includes members whose payments are up to date.
For each quiet member, the list shows:
Reservations/mo: How the player's reservations changed, e.g. "2.7 → 0.0". The first number is their average reservations per month over the previous 90 days. The second is how many reservations they made in the last 30 days. The second number isn't always zero, e.g. "5.0 → 2.0".
Last active: How many days since the player's last reservation.
Value: What the player is worth to your club each month.
For clubs with memberships that bill on a repeating schedule (monthly, quarterly, or annual), this is the player's membership value per month, e.g. "$68.75/mo". Annual prices are divided by 12, quarterly prices by three, and family plans are split evenly across members. A one-time membership shows its price, e.g. "$579 once".
For clubs without these memberships, this is the player’s usual reservations per month, e.g. “2.7/mo”, which matches the first number in Reservations/mo.
Renews: The player's next membership payment date, e.g. "Feb 14, 2027". If there's no upcoming payment, it shows when the membership ends, e.g. "Expires Feb 14, 2027".
Overdue Balances
The side panel first shows The evidence, a table of your overdue amounts grouped by age. It has Bucket, Amount, Invoices, and Share columns, with rows for 0–30 days, 31–60 days, 61–90 days, 90+ days, and Total.
The list then shows members with an overdue balance and an email address. For each member, it shows:
Balance: The member's whole account balance, not only the overdue part.
Oldest overdue: The age of their oldest past-due invoice, e.g. "61–90 days".
Overdue invoices: How many past-due invoices they have, including family-account invoices.
Filter the Who This Is About List
Some clubs use the Player # field for membership levels, such as "FULL" or "Junior", instead of unique numbers. When more than one player on a list shares the same Player # value, a Filter button appears above the list.
Click Filter.
Under Filter by, choose one or more values from the Player # dropdown, e.g. "FULL (619)".
Click Filter to apply it. To start over, click Clear All.
If no players match, you'll see No recipients match your filters.
Act on a Pulse IQ Suggested Action
When an insight is a suggested action, you can contact the players on its list directly from Pulse.
Click View Details on the suggested action.
In Who this is about, check the players you want to contact. Use Search or Filter to narrow the list.
Choose Email, Text, Push, or Create Group from the bar that appears.
If you chose Email, the email composer opens in a new tab with the players already selected, starting on the From step. The subject and message may already be drafted by AI. Review and edit them, then send the email as usual. See Review an AI-Drafted Email below.
Review an AI-Drafted Email
When you email players from a suggested action, Pulse IQ can draft the subject and message for you. The draft is labeled Written by AI from the Pulse insight. Review it before sending. If your club uses an email design, the message is placed inside it.
Regenerate: Click Regenerate under the subject or above the message to write a new draft. Under What kind of email is this?, choose from We miss you, Friendly reminder, Invitation to play, Membership invitation, Special offer, Thank you, Club news, or Custom. The default depends on the insight. For example, Quiet Members starts with We miss you. Use Tell the AI what to say to add details, such as a clinic you’d like to mention, then click Draft with AI.
What the draft includes: The draft greets each player by first name and signs off from your club. It doesn’t include the figures behind the insight. It only includes an offer, price, or date if you add it in your notes.
Player privacy: The AI only sees the insight’s wording, your club’s name, and your notes. It never sees the list of players.
Always review the draft before sending. Nothing is sent until you send it yourself.
Note: AI drafting may not be available for every club yet. If you don’t see a draft, the subject and message start empty, and you can write the email yourself.
What Happens After You Act on a Pulse IQ Suggested Action
Once you click Email, Pulse IQ saves the list exactly as it was built, so the results can be measured fairly. Only Email is tracked for results. Text, Push, and Create Group open their usual tools for the selected players, but they aren't measured.
After you act, the insight updates to show your progress:
List built {date}. N players. appears once the list is saved. Until the email goes out, the card also shows Not sent yet. Send the email when you’re ready.
Sent {date} to N players. appears once the email is confirmed as sent.
Measuring through {date}. We’ll report what came back. shows when the results will be ready.
If the list can't be built, you'll see Could not build the recipient list. Try again.
See the Results of a Pulse IQ Suggested Action
After you email a list, Pulse IQ tracks what happened over a set period and reports the result, whether it's good or not. This helps you see which outreach is working.
Quiet Members: How many players booked again within 30 days, e.g. "3 of 8 came back".
Overdue Balances: How much was paid within 14 days, e.g. "$X of $Y recovered".
If very few players responded, the result notes that it's too small for Pulse to count as a result.
Your latest result appears under Closing the loop on the Home tab, below Worth your attention. Until you act on a suggested action, Closing the loop shows a message explaining how to get started. All results appear on the Insights tab.
Rate or Dismiss a Pulse IQ Insight
You can tell CourtReserve whether an insight was useful, or remove it if you don't need it. Your ratings help the product team improve Pulse IQ. Use the icons at the bottom right of an insight card on the Home tab, or at the top of the side panel when you open an insight from the Home, Engagement, or Financials tab. You can also rate any insight from the Helpful? column on the Insights tab, except insights that have been dismissed.
Helpful (thumbs up): Lets the team know the insight was useful. You can add an optional note.
Not helpful (thumbs down): Asks what was wrong. A short note is required, so the product team knows what to fix.
Dismiss this insight (circle with a line through it): After you confirm, removes the card from the Home tab, the tab strips, and Ask Pulse’s suggested questions. To bring it back, see Undo a Dismissed Pulse IQ Insight below.
Note: You can't dismiss an insight you've already acted on while its results are being measured.
When a Pulse IQ Insight Type Can Appear Again
To keep your cards from repeating, Pulse IQ shows only one card of each type at a time, then waits before showing that type again. The wait is longer after you dismiss a card, since dismissing tells Pulse IQ you don't need it right now.
Insight type | Wait after a card appears | Wait after you dismiss it |
Quiet Members | 21 days | 60 days |
Overdue Balances | 14 days | 45 days |
If you undo a dismissal, the waiting period after dismissing is cancelled.
When Pulse IQ Insights Refresh
Pulse IQ builds new insights every night, after the Pulse data refresh at 2 AM ET (Eastern Time).
Each insight uses its own date range, not the date range selected on your dashboard.
To see the dates an insight covers, open it and check Why you're seeing this.
What Pulse IQ Doesn't Do
Pulse IQ only reports what your club's data shows. Here's what it isn't built to do.
Pulse IQ doesn't forecast. Insights describe what has already happened at your club, not what will happen.
Pulse IQ doesn't compare your club with other clubs. Every insight is based only on your own club's data.
Pulse IQ doesn’t use AI (artificial intelligence) to decide what to show you. Insights come from fixed rules applied to your data, and CourtReserve calculates every figure. AI may help word an insight’s headline and summary, but only when every number in it matches your data. Why you’re seeing this always uses fixed wording.
Pulse IQ doesn’t let you switch insight types on or off yourself. Insight types are managed by CourtReserve. If an insight doesn’t fit your club, dismiss it to hide that type for a while, or click Not helpful to tell us why. To turn an insight type off for your club, contact the CourtReserve customer support team.
Pulse IQ doesn’t contact players on its own. It builds the list and can draft an email, but nothing is sent until you review it and send it yourself.
The Insights Tab in Pulse IQ
The Insights tab is the full history of every insight Pulse IQ has surfaced for your club. It shows what was acted on, what was dismissed, and the results. To see it, open the Insights tab in Pulse.
Note: The date range picker still appears at the top of the Insights tab, but it doesn't change the list. Insights always use their own date ranges.
Find an Insight on the Insights Tab
Search insights: Type part of an insight’s headline to find it.
Status: Use the status dropdown to choose one or more statuses: Open, Action Taken, Dismissed, and Closed. Open and Action Taken are selected by default, so select Dismissed to find an insight you dismissed or to bring it back. When more than one status is selected, the dropdown shows the first one plus a count, e.g. Open +1.
Type: Use the All Types dropdown to show only Insight or Suggested action insights.
Rows per page: Choose how many insights show per page at the bottom of the list.
Columns on the Insights Tab
Insight: The insight’s headline. Tags below it show its type, Insight or Suggested action, and the Pulse tab it relates to, e.g. Engagement or Public. For example, “The CourtReserve Network is bringing you public bookings” is an Insight on the Public tab.
Status: Where the insight stands:
Open: Not acted on yet.
Action Taken: You’ve acted on it, and results are being measured.
Dismissed: Someone at your club dismissed it.
Closed: Its result has been measured, or it expired or was replaced by a newer insight.
Surfaced: The date Pulse IQ surfaced the insight.
Follow-up: For suggested actions you’ve acted on, a two-line summary of where things stand. The first line shows the current step, e.g. Not sent yet, and the second gives the details, e.g. List built 10/13, 30 players. It’s blank for insights you haven’t acted on.
Helpful?: Rate the insight with the thumbs up or thumbs down. On dismissed insights, this column shows an Undo dismiss button instead.
Dismiss and view icons: At the end of each row, click the eye icon to open the insight’s side panel. On Open insights, click the dismiss icon (circle with a line through it) to dismiss it.
Undo a Dismissed Pulse IQ Insight
If an insight was dismissed by mistake, you can bring it back from the Insights tab.
On the Insights tab, add Dismissed to the status dropdown. Dismissed insights are hidden by default.
Find the insight you want to bring back.
In the Helpful? column, click Undo dismiss.
The insight is restored right away, with no confirmation step, and you’ll see Dismiss undone. The insight is open again. Its status changes back to Open, and it reappears on the Home tab, the Worth your attention strips, and in Ask Pulse’s suggested questions, wherever it would normally show. Undoing also cancels the waiting period that started when it was dismissed.
Any admin, or sub-admin with the Insights permission, can undo a dismissal, even one made by someone else.
Note: You can’t bring back an insight if Pulse IQ has since surfaced a newer insight of the same type.
View the Pulse IQ Insight Audit Log
The Insight Audit Log records when someone at your club sends, rates, or dismisses an insight. It shows who took each action and when.
On the Insights tab, click View Audit Log.
Review the list. Each entry shows:
Action Type: The kind of action. Create means a suggested action was sent, Edit means an insight was rated, Delete means an insight was dismissed, and Restore means a dismissal was undone.
Action By: The system user who took the action. An (A) after the name means the action was taken by an admin.
Created On: The date and time of the action.
Name: What the action was taken on, e.g. Pulse Insight.
Description: What happened, e.g. “Sent the suggested action to 12 recipient(s).”, “Rated the insight: helpful.”, “Dismissed the insight.”, or “Undid the dismiss. The insight is open again.”
Use Search to find specific entries, and choose how many rows to show per page at the bottom of the list.
Click Close when you're done.
Note: A send is recorded when you click Email and the list is built, before the email goes out. Activity from before the audit log was added doesn't appear. If nothing has been recorded yet, the log shows Sending, rating or dismissing an insight will appear here.
Pulse IQ Suggested Actions
Pulse IQ offers two suggested actions, each focused on a different opportunity: winning back players and collecting overdue balances.
Each suggested action only appears when your data meets all of its conditions. That way, a card only shows up when the pattern is large enough to be worth acting on.
Suggested action | What it finds | Appears when | Figure shown on the card |
Quiet Members - | Regular players whose reservations have dropped sharply. A player is included when they averaged at least two reservations a month, their reservations in the last 30 days fell by 60% or more compared with the previous 90 days, and their last reservation was between 21 and 120 days ago. | At least five players are included and at least $250 a month is at risk. For clubs without memberships that bill on a repeating schedule, at least 30 reservations a month are at risk.
| Monthly revenue at risk, e.g. $X/mo at risk, or reservations at risk, e.g. N reservations/mo at risk |
Overdue Balances | Overdue invoices that are building up, or aging faster than usual for your club. | All of the following are true: | How overdue balances compare with normal, e.g. N% past 60 days, +N% vs your usual level, or Nx your usual level |
All amounts show in your club's currency.
Messages
Sometimes Pulse IQ shows a message instead of, or above, your insights. Most of these are normal, such as having no insights this week, or point to a temporary delay in the nightly data refresh. Find the message you received in the table below to see what it means and what to do next.
Message | What it means |
Nothing needs your attention this week. | Your data didn't meet any insight conditions. This is normal, especially for smaller or steady clubs. |
Insights are paused while your data catches up. Last night's snapshot hasn't landed yet. | The nightly data refresh is running late. Insights return once it completes. |
These insights use data through {date and time}. The nightly refresh hasn’t completed, so each figure below reflects the last successful snapshot. | The nightly refresh is behind. Figures reflect the last completed refresh. |
Insights could not be loaded. Refresh to try again. Tonight's run will also refresh them. | A temporary problem. Reload the page. |
This insight has already been acted on, so its result is still being measured. | Appears when you try to dismiss an insight you've acted on while its results are being measured. |
No recipients match your filters. | No players in the Who this is about list match the Player # values you filtered by. Clear or change the filter. |
Insight dismissed. Add Dismissed to the Status filter on the Insights tab to see it or undo it. | Appears after you dismiss an insight. To bring it back, see Undo a Dismissed Pulse IQ Insight. |
Pulse has a newer insight of this type, so this one cannot be reopened. | Pulse IQ has surfaced a newer insight of the same type since this one was dismissed, so it can’t be restored. |
This insight is no longer dismissed. | Someone already restored it, or it was closed. Reload the page to see its current status. |
Could not undo the dismiss — try again. | A temporary problem. Try again, and contact the CourtReserve customer support team if it continues. |
Suggested actions are included with Advance. | Your club’s plan doesn’t include acting on insights, or its free trial has ended. Contact the CourtReserve customer support team to upgrade. |
You do not have permission to see Pulse insights. | Your sub-admin account doesn’t have the Insights permission. Ask an admin to turn it on. |
Couldn’t write a draft just now. Try again, or write your own. | The AI draft didn’t work this time. Click Regenerate, or write the email yourself. |
The draft broke the email rules, so it was not used. Try again, or write your own. | The draft included something it isn’t allowed to, such as a figure from the insight. Click Regenerate, or write the email yourself. |
The Pulse insight this email came from is no longer available. | The insight has closed or been replaced, so it can’t be used for a draft. Write the email yourself. |
Permissions
Full admins can see and act on Pulse IQ insights by default. Sub-admins need the Insights permission turned on before they can see them.
Seeing insights: Full admins can see insights by default. Sub-admins need the Insights permission, under Can View CourtReserve Pulse, to see Pulse IQ insights anywhere in Pulse, including the Insights tab, the insight cards on the Home tab, and the Worth your attention strips. The Insights permission is off by default.
Contacting players: Emailing, texting, or messaging players from an insight is included with the Advance plan and above. Clubs on the Launch plan get a 30-day free trial, which starts the first time someone acts on an insight. Sub-admins also need the Insights permission to contact players from an insight.
Insight types: CourtReserve manages which insight types are on for your club. They can’t be switched off from Pulse Settings. To turn one off, contact the CourtReserve customer support team.
Note: The Insights permission shows insights and suggested actions from every Pulse tab, even tabs the sub-admin can’t open. For example, a sub-admin without the Financials tab can still see an Overdue Balances insight.
Pulse IQ: Frequently Asked Questions (FAQ)
Why don't I see any Pulse IQ insights?
Pulse IQ only shows an insight when the numbers clearly call for it. Many clubs, especially smaller or steady ones, won't see any insights, and that's normal. It usually means nothing needs your attention. In the meantime, you can use Ask Pulse to ask questions about your club.
Why doesn't a Pulse IQ insight match the numbers on my tabs?
Each insight uses its own date range, not the one selected on your dashboard. Open the insight and check Why you’re seeing this to see the dates it covers.
Why don't I see Overdue Balances when we have a lot overdue?
Overdue Balances isn't shown when overdue amounts are more than 40% of your 90-day gross sales. At that level, it usually points to a billing setup issue rather than a collections trend.
Can I get a dismissed Pulse IQ insight back?
Usually, yes. On the Insights tab, add Dismissed to the status dropdown, then click Undo dismiss on the insight’s row. You can’t bring it back if Pulse IQ has since surfaced a newer insight of the same type.
Why can't I dismiss this Pulse IQ insight?
You've already acted on it, so Pulse IQ is still measuring the result.
Can I turn off a Pulse IQ insight type?
Not from Pulse. CourtReserve manages insight types, so contact the CourtReserve customer support team to turn one off for your club. If an insight doesn’t fit your club, you can also dismiss it, and that type stays hidden for a while before it can appear again. Click Not helpful to tell us what was wrong.
Does Pulse IQ use AI (artificial intelligence) to write insights?
Pulse IQ uses fixed rules to decide what to show, and CourtReserve calculates every figure. AI may help word an insight’s headline and summary, but only when every number matches your data. AI can also draft emails to players, which you always review before sending.
Why is the list I sent different from the players shown today?
Once you act on a suggested action, Pulse IQ saves the list exactly as it was built. This lets it measure the result fairly, even as the players shown today change.
Why aren’t texts or push notifications measured?
Only emails sent from a suggested action are tracked. Text, Push, and Create Group open their usual tools for the selected players, but Pulse IQ doesn’t measure their results.