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Overview: Member Groups

Organize, Segment, and Communicate with Members Using Groups

Written by Ashley Owens

INTRODUCTION

Feature Summary: Create a group of members based on one or more shared characteristics.

Use Cases:

  • Simplify player management tasks, like sending bulk email messages, by organizing members into groups

  • Share a group with players so they can contact other members


OVERVIEW

A member group is a way to organize members within CourtReserve based on shared characteristics, interests, or eligibility, such as leagues, skill levels, programs, or social groups.

Member groups can help clubs:

  • Control reporting filters

  • Manage booking permissions

  • Segment members for communication

  • Apply pricing rules or eligibility requirements

  • Keep organized lists of specific member types


Static vs. Dynamic Member Groups

CourtReserve offers two types of member groups.

A static member group requires system users to manually add or remove members. Static groups work well for custom lists, such as "Wednesday Morning Friendly Players" or a neighborhood group, and members remain in the group until a system user updates it.

A dynamic member group automatically updates based on selected filters, such as membership type, age, or status. Members are added or removed automatically as they meet or stop meeting the criteria, which makes dynamic groups well suited to lists that should stay current without manual maintenance.

In short, static groups are manually managed, while dynamic groups are rule-based and automatically maintained.


Getting Started

To create a group, log in to the admin dashboard, go to the side menu, and navigate to SETTINGS > MEMBER SETTINGS > GROUPS. Click the green Create Group button, then choose Static or Dynamic to follow the setup steps for that group type below.


Learn More

Group Type

Description

Learn More

Dynamic

Set up filters so CourtReserve automatically adds and removes members who meet your criteria.

Static

Manually build and maintain a custom list of members.


Posting Links

Scroll down to the Links section. System users can use these links to share the group with other members.

Copy the URL link and paste it into email messages, text messages, social media posts, or anywhere else you'd like to share the directory. When a user clicks the link, a new browser tab opens and shows the directory.

Use the Copy Embed Code tool to paste the group directory into a website. Note: This code can be used for external websites but should not be added to the CourtReserve member portal.


Viewing Groups from the Side Panel

System users can also view and manage member groups from the admin panel side navigation. Click Members > Groups to expand a list of all groups, then click a group name to open its directory


USER PERSPECTIVE

Players can see and open the member group on the member portal if system users enabled this feature. The group displays under the Groups heading. When a player clicks the group, the directory displays.

If a player clicks the link, the group directory displays.


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