CourtReserve

Ashley Owens

Josh Willey

Mari Bern

Learn all about Families, Members, and Memberships

Member Management

Searching for Members

Add a New Member and Create Their Profile

Add a Member from the Admin Panel

Add Your Member Without an Email by Assigning a Username and Password

Adding a Member without an Email

Merge Member Profiles To Consolidate Multiple Club Accounts Under One Email Address

Updating Member Accounts to a Single Email Address

Discover Which Members Are Active or Inactive

Check Member Activity

Easily Merge Duplicate Member Accounts Created for the Same Player

Merge Member Accounts

Tracking Member Activity in the Audit Log

Member Audit Log

Common Questions About Members and Memberships

FAQs: Members / Membership

Examples of the Player Account Creation Process

How Players Sign Up for a CourtReserve Account

Players Use a Single Login to Manage Play Across Multiple CourtReserve Clubs

How Players Add Multiple Clubs

How Members Reset Their Own Passwords and How Admins Can Help

Password Resets - Member Self-Service and Admin Reference

Managing Members from Admin Panel

Review and Manage Core Member Information in One Place

Members - Details Tab

Members - Membership Tab

Track Bookings Activity and Member Payments

Members - Reservations Tab

Track Events Activity and Member Payments

Members - Events Tab

Members - Login Tab

Quickly Manage Member Payments, Fees, And Account Activity

Members - Billing > Transactions Tab

Members - Notes Tab

Configure Settings for all Types of Messages

Members - Notifications Tab

View Member Communication in One Central Location

Members - Message History Tab

View, Manage, and Send Waivers and Agreements for Individual Members

Member Profile - Waivers Tab

Member Profile Tabs

Collect Important Additional Member Information

Creating Custom Fields for Members

How Custom Ratings Are Created in the Member Portal

Set Up Custom Ratings

How to utilize Custom Ratings in your system

Custom Ratings: Use Case Examples

Set up Custom Ratings and Custom Fields for Members

Custom Ratings and Fields

Mass Update: Overview - Members

Update the Next Billing Date for Memberships

Mass Update: Billing Dates for Members

Mass Update Member

Guidelines for Preparing and Importing Member Data Successfully

Member List Import: Best Practices

Add Players/Members with the Bulk Import Tool in CourtReserve

Member List Import: Setup and Template

Add Existing Members to a Membership Waitlist Using the Import Template

Membership Waitlist Import: Setup and Template

Bulk Import Member Accounts into CourtReserve

Member Import

How to Pause and Restart a Member's Account

Suspending A Membership

Understand When to Suspend or Cancel a Member's Membership Plan and How to Cancel

Cancel a Member's Membership

Set Up a New Payment Plan and Use a Refund to Credit the Account

Changing Membership Payment Frequency

Post Future Membership Dues to a Member's Account Ahead of Schedule

Manually Generate Membership Billing Cycles

Make Changes to a Player's Membership from the Admin Panel

Add or Update a Player's Membership

Change a Player's Membership Plan to a Family Membership

Assign a Family Membership to an Individual

View and Manage Active and Inactive Members

Identify Active vs Inactive Members

Adjust Membership Pricing and Apply Updates to Current Members

Memberships - Update Existing Membership Price

How Price Changes Apply Across Billing Cycles, Members, and Plan Switches

Understanding Membership Price Changes and Billing Cycles

Managing Memberships from Admin Panel

Use Groups to Organize Players and Publish a Directory

Member Groups and Player Directory

Static Member Groups

How to Create Dynamic Member Groups For Your Club.

Dynamic Member Groups

Managing Member Groups and Player Directories

The Benefits of Offering a Family Membership Plan

Overview: Families

How to Set Up a New Family Group in CourtReserve

Create a New Family

Add Members to a Family Group

Combining Individuals Into a Family

Questions and Answers about the Child Role in a Family

Family and Child Account FAQs

Remove a Player from a Family Group in CourtReserve

Detach a Family Member

How to Hide the My Family Page to Members

Hide the My Family Page on the Member Portal

Learn how to group your members into Families

Managing Families

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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