Team & Player Management
Running a club's groups and member roster day to day.
29 articles
Managing Groups & Sections
Creating, editing, organizing, and reordering groups and sections.
- Understanding Your Groups ScreenWhat's the difference between a Group and a Section in PLAI, and how All Members, standalone Groups, and nesting work on the Groups screen.
- How to Search for a Group or SectionStep by step guide to searching for a Group or Section by name in PLAI, including what the results show for nested Groups.
- How to Create a SectionStep by step guide to creating a Section in PLAI to organize related Groups together, including naming rules and what happens if a name's already taken.
- How to Create a GroupStep by step guide to creating a Group in PLAI, standalone or nested inside a Section, so you can organize members for communications and events.
- How to Edit a SectionStep by step guide to renaming a Section or updating its description in PLAI, including what happens if you close without saving.
- How to Edit a GroupStep by step guide to renaming a Group or updating its description in PLAI, without affecting its members.
- How to Delete a SectionStep by step guide to deleting a Section in PLAI. Its Groups become standalone automatically, they're never deleted with it.
- How to Delete a GroupStep by step guide to deleting a Group in PLAI. Member records are always preserved, only the group mapping is removed.
- How to Move and Reorder Groups and SectionsStep by step guide to dragging and reordering Groups and Sections in PLAI, including moving a Group between Sections.
Managing Group Members
Adding, removing, and finding members within a group.
- Understanding Group PermissionsWhat club admins, Group Admins, and Group Members can each do in PLAI, from creating Sections to managing Events, News, and Shop items.
- Viewing a Group's Members and DetailsSee a Group's admins and full member list in PLAI, including profile photos, relationship labels, and membership status badges.
- Finding and Filtering Members in a GroupStep by step guide to searching, filtering, and sorting a Group's member list in PLAI by name, gender, or membership status.
- How to Add Members to a GroupStep by step guide to adding existing club members to a Group in PLAI so they're included in the right communications and events.
- How to Manage Group AdminsStep by step guide to adding, promoting, changing the role of, and removing a Group Admin in PLAI, without affecting their membership.
- How to Remove a Member from a GroupStep by step guide to removing a member from a Group in PLAI while keeping their club membership and other group memberships untouched.
Managing Club Members & Roles
Viewing member profiles, assigning admin roles, and managing member payments.
- Understanding a Member's Membership Status and HistoryHow to view a member's current memberships and their full membership history from their profile, so you understand their standing with the club.
- How to Request a Profile Update from an Individual MemberHow club admins can prompt a single member to review and correct their own profile details, without editing the data directly.
- How to Send a Profile Update Request to All MembersHow club admins can prompt every club member at once to review and update their profile details, without contacting each person individually.
- How to View a Member's ProfileWhat club admins can see on a member's profile page, including personal details, medical and emergency information, linked children, and submitted forms.
- How to View and Filter Your Club's Member RosterHow club admins can view every club member's payment status in one list, and filter or sort the roster by name, status, member type, gender, or join date.
- How to Add Documents and Download a Member's Registration FormHow club admins can upload documents to a member's profile and download their originally submitted registration form.
- How to Add and View Custom Attributes on a Member's ProfileHow club admins can add club-specific information to a member's profile using custom attributes, for details not covered by PLAI's standard fields.
- How to Assign or Edit an Admin RoleHow Full Admins can promote a member to Full Admin or Group Admin, or change an existing admin's role and assigned groups, directly from that member's own profile.
- How to Manage a Member's PaymentsHow club admins can view a member's full payment history, filter it, and take actions like refunding, nudging, recording, or waiving a payment.
- How to Remove a Member from Your ClubHow club admins can permanently remove a member from the club, and what happens to their access, memberships, and outstanding balances afterward.
- How to Cancel a Member's MembershipHow club admins can cancel a member's membership immediately or on a future date, and what happens to the member's access and notifications.
- How to Reject a Member RegistrationHow club admins reject a pending member registration with a mandatory reason, so the applicant is notified and there's a clear record of the decision.
Managing Member Registrations
Reviewing, approving, and rejecting incoming registration requests.
- How to Approve a Member RegistrationStep-by-step guide for club admins on reviewing a member's or child's registration form and approving them into the right group.
- How to Review and Manage Pending Member RegistrationsLearn how club admins can find, review, and filter incoming member registration requests from the Review Registrations list.