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General Organization Settings

Get Started with Your Core Configuration in CourtReserve

Mari Bern avatar
Written by Mari Bern
Updated over 2 months ago

INTRODUCTION

  • Feature Summary: The General section of the Organization Settings row allows system users to configure essential details that impact the overall functionality of the club in CourtReserve.


This article covers key initial settings found in the system. These settings lay the foundation for how your club operates within CourtReserve—from hours of operation to reservation rules and email preferences.

PREREQUISTIES

Before setting up your organization, it’s helpful to understand key terms used throughout CourtReserve. Review the glossary here to get familiar with the platform’s terminology.

SETUP REQUIREMENTS

To get started, navigate to: Settings > go to the Organization Settings row > click the General icon.


Key Settings to Configure

  • Organization Name - The name of your club displayed across the platform.

  • Phone Number - Primary contact number for your club.

  • Address 1 - Street address of your club location.

  • Address 2 - Optional second line for address details (e.g., suite number).

  • City - City where your club is located.

  • State - State or Province.

  • Postal Code - ZIP or postal code for your club’s address.

  • Date & Currency Format - Sets how dates and currency are displayed (e.g., MM/DD/YYYY and USD).

  • Time Zone - The time zone used for scheduling.


  • Reservation Min Interval - Defines the default time blocks (in minutes) that appear on your club’s scheduler. For example, if set to 60, available booking slots will appear in 60-minute intervals. A 90-minute setting will display time slots every 90 minutes on the scheduler (example below).

  • Organization Start Day of the Week - The default starting day for your club's calendar view. The above screen shot has a Monday start.

  • Instructor Schedule Start Day of the Week - Starting day for instructor-specific schedule views.


  • Do Not Allow Conflicting Events/Reservations to be Created on Organization Schedulers - Prevents overlapping bookings or events from being booked on the same resource. For example, system users cannot create conflicting court bookings on the court scheduler. You would check this box if you didn't want any kind of conflicting reservations or events to be created in your CourtReserve system.

  • Do Not Allow Conflicting Events / Lessons / Reservations to be Added to Instructor Schedule - Prevents double-booking of instructors on lessons or events. Prevent an Admin/Sub-Admin from adding conflicts to an instructor's schedule. This can be overridden at the individual Admin/Sub-Admin settings level.

  • Allow Multiple Reservations on Same Scheduler Slot - Allows multiple reservations to be scheduled at the same time on one court. For example, you could schedule two private lessons simultaneously on a single court.


  • Member Email Optional - Check this box if you don’t want to require members to have an email address. This allows you to manage and track their reservations internally, but they will not be able to book online. Best used when all reservations are handled through the front desk.

  • Hide Check-In on Scheduler - Removes the Check-in option from the booking schedulers.

  • Allow Admin/Sub-Admin to Check-in Player on Payment Screen - Lets admins check in players from the payment screen.

  • Hours in advance to allow check-in - Sets how early in hours a player can check in before their booking.


  • Default Scheduler - The default scheduler view shown to users. You would select Consolidated only if you auto-assign courts. Expanded is the default. See details here.

  • Hide Support Chat for Sub-Admins - Disables live support chat for sub-admin accounts.

  • Member Name Display Format on Scheduler - Controls how member names are shown on the schedulers (e.g., full name or first name only).

  • Time Increments on Time Dropdowns - Time interval options available in dropdown selectors.

  • Hide Payment Information on Scheduler - Prevents payment details from appearing on schedulers.

  • Show Events/Reservations Notes on Schedulers - Displays internal notes on the scheduler for events and reservations. Example note shown below on a scheduler:


  • Do Not Allow Refunds to Member Account if Payment was Made from a CC - Disables refunding to member account credit when original payment was made via credit card.

  • On Refund Approval Default Refund to CC to be Checked by Default - Automatically selects refund to credit card as the default option.


  • Send Event Reminders - Enables automatic reminder emails before events.

  • X Hours Prior to Event to Send Reminder - Sets how far in advance reminder emails are sent.

  • Send Reservation Reminders - Enables automatic reminder emails before reservations.

  • X Hours Prior to Reservation to Send Reminder - Sets reminder timing for reservation reminder emails. In the below example, members will receive email reminders 24 hours before events and reservations.


  • Alternate Name for RESOURCE (ex: Ball Machines) - Lets you customize the label for court resources.

  • Disable Gender - Removes gender fields and restrictions across the system.

  • Hide Instructor Types on Schedulers - Hides instructor types from scheduler views.

  • Hide Court Types on Schedulers - Hides court type labels from scheduler displays.

  • Include Phone Number on Member Lookup - Shows phone number when searching for members.

  • Show Canceled Reservations due to Closures on Admin Schedulers - Displays canceled bookings caused by court closures on the admin scheduler.


  • Barcode Format - Format used for member check-in barcodes.

  • Send Cancellation Email(s) to the Following Family Role(s) - Sends cancellation emails to selected family members.

  • Allow Ability to Split a Fee Equally Across Players on a Reservation - Enables equal fee splitting between players in an eligible reservation.

  • Include Player(s) Age on Attendance Report - Displays member age in attendance reports.


  • Time Before to Show in Red on Pending Refunds - Sets when a pending refund turns red for follow-up urgency.

  • Alternate Name for Event - Customize the label used in place of "Event" across the platform.

  • Event Calendar Interval - Sets the time block size in minutes for event calendars.

  • Show Player Age on Event Rosters - Displays player age next to their name on event rosters.

  • Notify Admin X Hours Before Clinic is Cancelled for Low Numbers - Sends warning to admins before a clinic auto-cancels due to low enrollment.


Summary

The General settings setup defines your club’s operational structure in CourtReserve. Taking the time to configure these foundational settings ensures consistency, accurate scheduling, and better communication across your member and staff experiences.

What's Next?

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