INTRODUCTION
Feature Summary: This feature allows CourtReserve system users to remove a player from a Family group. When a player is detached, a new, standalone member profile is automatically created for them.
Use Cases: There are several reasons why a player might need to be detached from a Familyt. For example:
A teenager with a “child” role may want to upgrade to an individual membership for greater independence.
A player is moving to a new household or managing their own payments.
An admin needs to correct or separate accounts for better billing management.
Only CourtReserve system users can perform this detachment action.
Note: The Detach action cannot be reversed. A “detached” version of the member’s account remains stored in the family record only if certain information cannot be transferred to the new account.
SETUP REQUIREMENTS
Log in to the admin dashboard.
From the side menu, navigate to Members > Search.
Enter the player’s name in the search bar.
Click Edit next to the player’s record.
On the player’s profile page, open the Family tab.
Click Detach from Family, then confirm by selecting Yes in the pop-up window.
Important: The player whose profile is open at the top of the page is the one who will be detached.
In the following example, we’ll demonstrate detaching a child member from their family account.
Once detached, CourtReserve automatically creates a new member profile for the player while keeping their same Member #.
In this example, the "child" was part of a family membership. When detached from the family, the family membership was removed, as were all ties to a family. If, however, the "child" had an individual membership, it would be moved to the new account.
Transferring Member Data to the New Account
Detaching a member triggers an automated data transfer process. CourtReserve moves eligible memberships, payments, bookings, and packages to the new account while maintaining accurate records for both the member and the original family account.
Audit Log
The "Member" audit log will track member details (Email, First & Last Name, Custom Ratings, etc.) and identify the family the member was removed from. Additionally, for the detached member's account, an audit log record will track the updates to the family's "Amount Due" or "Account Credit" related to the detachment. Example shown here:
Audit log entries will show both the removal event and related balance adjustments.
Payment Profiles
Any payment profiles created by the member will be moved from the previous family account to the new standalone account.
Individual Memberships
If the member had an Individual Membership, it will transfer to their new account. The following details remain unchanged:
Start Date
Next Payment Date
Cancellation Date
Suspension Status
Reservations, Lessons, Events & Leagues
All Upcoming, Past, and Waitlisted reservations or registrations are transferred to the member’s new account.
Any associated fees also transfer, unless they were partially or fully paid using family account credit.
In such cases, the fee remains with the family’s account and displays as $0.00 in the new member’s account.
Miscellaneous Fees
Unpaid or externally paid Misc. Fees move to the new account.
Fees partially or fully paid with family account credit remain with the original family account and are set to $0.00 in the new member’s record.
Packages & Recurring Fees
All Packages and Recurring Fees assigned to the member transfer to their new account.
Package punch counts (used and remaining), as well as Recurring Fee details (Start Date, Next Payment Date, Cancellation Date, Suspension Status), remain unchanged.
Need to Add the Detached Member to a New Family?
If the detached member should be added to another family account, follow these steps:
Open the member’s Profile page.
Navigate to the Family tab.
From the Family dropdown, select the new family the member should be linked to.
Choose the appropriate Family Role.
Click Save Changes.
Once saved, the member’s Family tab will refresh to display the details of their new family account.
Note: If the new family has a family membership, the member will automatically be included in that membership after linking.
Navigation Tip
In addition to viewing individual member profiles, be sure to use the Families option located under Members in the left navigation menu.
