INTRODUCTION
Feature Summary: Create a pickleball group based on one or more player characteristics.
Use Cases: System users can use groups to simplify tasks and manage players, like sending bulk email messages. Share a group so players can contact other members.
Module 4 is an six-part quick-start guide highlighting the key steps admins should complete when sending emails, text messages, and push notifications. This article is Part 4.
Part 4: Create Pickleball Member Groups and a Player Directory
SETUP REQUIREMENTS
To create a new member group:
Filling in the form
Member Group Name - Enter a unique name for internal purposes.
Member Group Type - Choose Static or Dynamic. A static group requires a system user to manually add each member to the list. A dynamic group auto-adds every member who meets the screening requirements that are created with filters (see below)
Navigation Name - This name displays on the member portal.
Rating categories to be displayed on Members Grid - Click the field and choose an option (e.g. Pickleball) or leave the field blank.
Display options
Display this member group on Member Portal / Mobile - Check the box to show the group on the member portal. If checked, CourtReserve displays two hidden fields.
Standard Columns to be displayed on Member Portal & Mobile App - Click the field and select one or more columns of information to display on the member portal.
Custom Field Columns to be displayed on Member Portal & Mobile App - Click the field and select one or more custom fields to display on the member portal. For example, if an organization creates an "Emergency Contact" custom field, organizations can display this information for members to view on the member portal.
Show Group To Following Memberships - Use this option to limit access to the group on the member portal. Limit access by selecting one or more membership plan types. The default setting is ALL.
Description - Add a brief description of the group.
Default Sorting - Click the field and choose how to sort the list of group members. The default setting is First Name.
Configuring group settings
After the system user saves the page, CourtReserve opens a new page. The page shows Group fields plus filters and the active directory. System users configure the fields to define which players are included in the group. Click Save when finished.
Filter Members By Memberships - Use this field to filter the Group directory by membership type. Click the field and add one or more membership types. The default setting is ALL membership types.
Include Active / Inactive Members - Check one or both boxes. If the system user unchecks both boxes, CourtReserve includes both active and inactive players in the group.
Filter Members By Family Roles - Click the field and select one or more family roles to include in the group. The default setting is ALL.
Filter Members By Gender - Select male or female. The default setting is ALL.
From / Max Age - Enter an age range for this group.
Tennis / Pickleball - Enter required level ratings for this group. (optional)
Reviewing the directory
Scroll down the page to the directory. It shows a list of all players in the group that meet the filter requirements. System users can:
use the Search bar to find a player, and
export the directory as an .xlsx file.
Posting links
Scroll down to the links sections. There are two options.
Copy the URL link and paste it into email messages. When a user clicks the link, a new browser tab opens and shows the directory. The directory is a table that displays player names and contact information.
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.
FEATURE USAGE - MEMBER'S PERSPECTIVE
Players can open the group on the member portal (if system users enabled this feature). The groups are under the heading Members. If a player clicks the link, the group directory displays.
VIDEO TRAINING & RELATED WEBINARS
Learn how easy it is to set up member groups.
Watch the entire Module 4 video to learn about marketing and promotion.