INTRODUCTION

Feature Summary: System users create and configure new member accounts directly from the admin panel.

Use Cases:

Add a new member and complete their profile
Assign a membership type and payment details
Send a welcome email when the new member is saved

SETUP REQUIREMENTS

Log in to the admin dashboard.
Go to the side menu and click MEMBERS > ADD MEMBER.
Fill in the form (see below).
Click Save & Close.

Fill in the Form

Make sure the General tab is selected, and then enter basic name and contact information.

Custom Fields

If your organization has enabled any custom fields or custom ratings, they appear here in the form. Fill in the fields if required.

Family Options

If this member is not part of a family, skip this section.

If this member belongs to a family, choose one of the two options below: create a new family or add the member to an existing family.

To create a new family:

Check the Create Family For This Member? box.
Enter a Family Name and Family ID.
Check the Set Membership On Family Level? box. If left unchecked, CourtReserve displays individual membership options instead.
Click the Family Membership drop-down and select a family membership option.
If the selected membership has a fee, confirm the following fields:
- Payment Frequency - Verify or update the billing frequency.
- Membership Start Date - Verify or update the date the membership begins.
- Next Payment Date - Verify or update the date the first payment is due.
- Create Billing Cycle between START DATE and NEXT PAYMENT DATE - Check this box to create a billing cycle between the two dates.

To add a member to an existing family:

Leave the Create Family For This Member? box unchecked.
Click the Choose from existing family field and select a family.
Click the Family Role field and select a role.
If the role is Child, the Allow Child to Login checkbox appears. Check the box if the child should have login access.
Member Membership: Leave this field empty if the member's membership is managed at the family level (for example, they'll be part of their existing family's family membership). Otherwise, if they should be assigned an individual membership, select one here.

Individual Options

To assign an individual membership:

Click the Member Membership drop-down and select a membership.
If the selected membership has a fee, confirm the following fields:
- Payment Frequency - Verify or update the billing frequency.
- Membership Start Date - Verify or update the date the membership begins.
- Next Payment Date - Verify or update the date the first payment is due.
- Create Billing Cycle between START DATE and NEXT PAYMENT DATE - Check this box to create a billing cycle between the two dates.

Send Welcome Email

Optionally, check the Send Welcome Email to User box at the bottom of the page. CourtReserve sends the member a welcome message.

Click here to learn how to customize the Welcome Email template.

Address

After completing the General tab, click Next to continue through the remaining tabs.

On the Address tab, enter the member's address information.

Groups

On the Groups tab, optionally select any Member Groups to add the new member to. Note: A Member Group is a way to organize members within CourtReserve based on shared characteristics, interests, or eligibility (e.g., leagues, skill levels, programs, or social groups).

Payment Profile

On the Payment Profile tab, enter the member's payment information:

Click the Account Type drop-down and select a payment type. This will be required if set up this way by your organization.
Enter the Card Number, or click Autofill link to populate the field automatically.
Under Billing Address, enter the member's billing address:

Profile Picture

On the Profile Picture tab, click Add Photo to upload a profile picture for the member.

When all tabs are complete, click Save & Close to create the member account.

Member Profile

After clicking Save & Close, CourtReserve displays the new member's profile. The profile includes a menu bar with multiple tabs for managing member information and settings.

For details on each tab, see Member Profile Tabs.

A Note on Email Address

CourtReserve handles duplicate email addresses across organizations. If the email address entered already exists in another club / organization, CourtReserve creates the new account with that email. If the email is already in use within the same organization, CourtReserve displays an "Email is already in use" error.