INTRODUCTION
Feature Summary: Create a group based on one or more 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.
SETUP REQUIREMENTS
To create a new member group:
Log in to the admin dashboard.
Go to the side menu and click MEMBERS > MEMBER GROUPS.
Click ADD MEMBER GROUPS. A new page displays.
Click the green Create Member Group button.
Fill in the form. (see below)
Click Save changes.
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. Usually, copy and paste use the Group name.
Rating categories to be displayed on Members Grid - Click the field and choose an option 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. If not checked, CourtReserve hides these 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.
Editing the group
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.
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. System users can use these links to share the group with other members.
Copy the URL link and paste the link into email messages. When a user clicks the link, the new browser tab opens and shows the directory.
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
Members and players can see and open the member 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.
If a player clicks the link, the group directory displays.
VIDEO TRAINING & RELATED WEBINARS
Learn how easy it is to set up member groups.
System users can create member groups based on custom ratings. Watch this video and learn how to create custom ratings for your club.