Feature Summary: The Players screen in Pro Shop lists your club's players and opens a full player record for each one. From the record, system users can update contact details, keep notes, track a player's own racquets, manage family links, and review their demo, stringing, purchase, communication, and transaction history in one place.

Use Cases:

Players in Pro Shop are the same members your club already has in CourtReserve. The Players screen is a Pro Shop view of those members, with a player record built around what the pro shop needs: the racquets a player owns, their stringing and demo history, and their transactions.

Each player record brings together the player's demo orders, stringing jobs, communications, and transactions, so staff can see a player's full pro shop history from one pop-up.

Admins can use Players in any club that uses Pro Shop demos, stringing, or point of sale. Sub-Admins need Can Manage Demos. In clubs that use the Pro Shop point of sale, Initiate POS, Can View Members, or Can Update Members also gives access, though a Sub-Admin with only Can View Members doesn’t see Pro Shop in the admin menu and opens Players from its direct link. Can Manage Point of Sale on its own doesn’t. Some tabs and buttons also depend on your permissions and on which Pro Shop features your club uses.

The Players screen lists the players in your organization, with each player’s Name, Email, Phone Number, and Member ID. Players are sorted by last name, 25 to a page by default. Click the Name column to reverse the order.

If you don’t have permission to view members, Export doesn’t appear. If you can’t add players, New Player doesn’t appear.
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The New Player pop-up is the same one used when creating a demo order, so players added either way behave the same.

The message “Player created” appears, and the player is added to the list. If you leave Member ID blank, CourtReserve fills one in for you.

CourtReserve checks the new player’s email against existing records before creating them:

Phone numbers aren’t checked for duplicates.

Players added from Pro Shop don’t get a welcome email.

Note: If your club requires unique Member IDs, a duplicate Member ID also prevents the player from being created. If more than 60 players are added in an hour, you’re asked to wait a few minutes before adding more.

Click a player’s row to open their record. You can also open it by clicking the player’s name on a demo order. The record opens in a pop-up titled with the player’s name, with these tabs:

Which tabs you see also depends on your permissions.

To close the record, click Close. Changes on the About tab are saved with Save.

Under the CR Info heading:

Below the fields, the player’s membership and its status are shown as read-only text (for example: “Membership: Adult Annual - Active”). A player without a membership shows “Membership: No Membership”.

To update the player’s details, edit the fields and click Save. The message “Player saved.” appears. If you can’t edit players, the fields are read-only and Save doesn’t appear.

Keep staff notes about the player. Notes are listed with the Note, Added By, Added, and Updated columns.

To change or remove a note, click its pencil or trash icon. Notes added automatically by CourtReserve show a System tag and can’t be edited or deleted.

Notes here are the same notes on the Notes tab of the player’s member profile in the admin panel. A note you add, edit, or delete in either place changes it in both.

Family-level notes from the admin panel don’t appear here.

Example shown here:

Note: The Racquets tab, its Racquet column, and Add Racquet follow your shop’s sports: they say Paddle if your shop only has paddle sports, and Racquet / Paddle if it has both or none are chosen. This article says Racquet.

The Racquets tab tracks racquets the player owns. These are separate from your demo inventory. Each racquet is listed with its Racquet, Sport, Grip Size, String Pattern, Last Strung, and Times Strung. To see a racquet’s stringing history, including the strings, tension, job number, and stringer for each visit, expand its row.

String Pattern, Last Strung, Times Strung, and the stringing history only appear if your club uses stringing or has past stringing jobs.

Racquets the player adds when requesting stringing on the member portal also appear here. Racquets that have been strung at your shop but aren’t saved to the player show a From stringing history tag. To save one, open the three-dot menu on its row and click Add to owned racquets.

If your club uses stringing, open the three-dot menu on a racquet’s row and click String this racquet. This opens New Stringing Job with the player and racquet filled in. If your club hasn’t moved to the new Pro Shop stringing, it opens Create Stringing Job instead, and you fill in the player and racquet. For details, see Pro Shop: Stringing.

To add a racquet, click Add Racquet and complete the following:

Click Add Racquet to save, or Cancel. To change or remove a racquet, open the three-dot menu on its row and click Edit or Delete.

The Family tab shows the player’s family members, with Name, Role, Member #, Email, and Phone. The player you’re viewing is tagged This player. Families here are the same as your club’s families in the admin panel.

To add the player to a family:

Family Role options are Primary, Spouse, Other Adult, and Child. The default is Primary.

Note: Creating a new family here doesn’t set up family membership or billing. Manage those from the Families page in the admin panel.

If the player is already in a family, the tab shows Change Family, Rename Family, and Remove from Family. Removing a player only takes them out of the family. The family and its other players aren’t affected, and you can add the player back later. If you don’t have permission to change families, these buttons don’t appear.

Under the Demo History heading, demo orders for the player and their family are listed with their Date, Program, Racquets, Status, and Amount Due. Status shows the order’s current stage (for example: Outstanding or Late Fees). Amount Due is the amount still owed on the order. To open an order, click its row.

To learn more about demo order stages, see Pro Shop: Demos.

Under the String History heading, each of the player’s stringing jobs is listed with its Job #, Racquets (how many racquets were on the job), Status, Created, Completed, and Fee. To open a job, go to the stringing jobs board.

Lists every message sent to the player from CourtReserve, not only Pro Shop messages, with Date, Type, Subject, Recipient, Channel, and Status. By default, it shows the last 30 days. Use the Start Date and End Date filters to change the date range.

Lists all of the player’s CourtReserve transactions, not only Pro Shop, including fees, payments, refunds, and credits. Each transaction shows its Date, Description, Type, Method, Amount, and Status (for example: Unpaid, Partially Paid, Paid, or Voided).

By default, the tab shows the last 30 days.

To change the date range, use the Start Date and End Date fields.

Depending on the transaction, you can:

Note: Sub-Admins need the matching payment permission to pay, void, refund, or revert. For details, see Sub-Admin Permissions.

The Purchases tab lists the player’s point of sale purchases, newest first, with Date, Items, Subtotal, Promo, Tax, Total, Amount Due, Payment Status (Paid, Partially Paid, Unpaid, or Refunded), and Type. Expand a purchase to see its items and who tendered it. Click Details to open the receipt, or the invoice for an unpaid purchase.

Stringing jobs and demo orders paid through the point of sale also appear, tagged with their job or order number.

To refund a purchase, use Sales History in the point of sale. For details, see Pro Shop: Point of Sale (POS).