INTRODUCTION

This article covers each setting under the Member Settings row in the Admin Panel. To access it, navigate to SETTINGS—it’s the seventh row of icons in the panel. Each icon represents a group of related settings you’ll configure for your organization. The steps below walk you through all four options.

1. Memberships

The Memberships area allows system users to create, manage, and customize membership options for their club. Clubs can configure different membership types, define eligibility rules, and manage memberships to fit their specific policies and programs.

Key Functions

Individual Memberships: Create and manage memberships for individual players.
Family Memberships: Create family memberships to link family members under one membership for shared benefits.
Membership Settings: Configure pricing, booking rules, portal settings, and reservation policies that apply to each membership type.
Waitlist Management: Add players to a waitlist for memberships that have limited availability and promote them as spots open up.
Prerequisites: Set eligibility requirements for certain memberships (e.g., age, residency, or prior approval) to ensure the right players gain access to the right membership plans.

Visual Examples:

In this example, the admin created an individual membership with a custom set of benefits.

The player will see this membership option displayed in their Member Portal or mobile app as shown below:

When they click “Learn More,” the following details appear:

See the Membership articles here.

2. Custom Ratings

The Custom Ratings feature allows clubs to create custom player rating categories to better organize members and tailor their event registration and member experience. These ratings can be displayed on member profiles, managed by admins, and even updated by members if permitted.

Key Functions

Create Custom Rating Categories: Define rating types such as Tennis USTA Rating, Pickleball Skill Level, or Club Ranking.
Control Access & Participation: Use ratings to restrict or allow entry into specific events, leagues, or programs based on skill level.
Enhance Member Profiles: Display ratings on the Member Grid or member profiles for quick reference by staff and players.
Flexible Permissions: Decide whether members can self-update their ratings, limit edits after initial entry, or require ratings as part of sign-up.

Common Use Cases

Event Access Control: Restrict sign-ups to players above a certain skill rating.
Member Grouping: Create groups or ladders based on custom rating levels.
Staff Insights: Help instructors and admins quickly assess a player’s skill level during scheduling or reservations.

Visual Examples:

Here, the admin created a Tennis USTA Rating using Custom Ratings, which members can choose to fill out.

Members can see this on their My Profile > Personal Information screen:

Learn more about Custom Ratings here.

3. Member Groups

The Groups feature allows clubs to organize members into groups based on shared characteristics—such as skill level, interest group, age range, or gender—to simplify communication, streamline management, and enhance the member experience.

Key Functions

Create Static or Dynamic Groups:
- Static Groups: Members are manually added by an admin.
- Dynamic Groups: Members are automatically included if they meet predefined filters in the system such as rating level, age, gender, or membership type.
Centralized Group Management: Easily view, sort, and filter members in a group directory for quick access and updates.
Group Visibility Control: Decide whether a group is visible to members in the portal or remains admin-only, and limit access by membership type if needed.
Streamlined Communication: Share group directories internally, send bulk email messages, or enable players to view group directories in the Member Portal, fostering connection and collaboration among members.

Common Use Cases

Program or Skill-Based Groups: e.g., a “4.0+ DUPR Women’s Group” for players meeting a specific pickleball rating.
Interest-Specific Groups: Organize members by interest to offer targeted communications or benefits (e.g., "Neighborhood Lunch League Ladies").
Event or Age-Based Groups: Group juniors, adults, or seniors to easily manage event registration and outreach.

Visual Examples:

In this example, a dynamic member group is created to include women players with a 4.0 or higher DUPR rating. This group can be used for emails, reporting, event targeting, and more.

Members can view and access member groups in the Member Portal (if system users have enabled this feature). Groups will appear under the Groups heading. Example:

If a member clicks the group link, the group directory displays based on the settings.

See the Member Groups articles here.

4. Custom Fields

The Member Custom Fields feature allows clubs to collect and display additional information from members that isn’t captured by default system settings. These fields can be customized for specific functions—appearing on sign-up forms and/or member profiles —to support club operations and enhance the member experience.

Key Functions

Flexible Data Collection: Gather extra details during member sign-up, or use fields exclusively for admin input on member profiles.
Improved Member Insights: Collect details that help clubs personalize service, streamline processes, or manage eligibility (e.g., “How did you hear about us?”, shirt sizes, emergency contacts).
Player-Friendly Options: Allow members to view or update their information in their My Profile page if enabled.