Clients

Clients lists everyone you serve — players, parents, members, renters.

Add or import clients

• Add client — name, email, phone, address, date of birth, emergency contact, notes. Required fields are set by your facility.
• Import CSV — upload a spreadsheet; columns are matched automatically and you see a preview before importing.
• Audit clients — finds likely duplicates (same email, phone or name) so you can merge them.

A client's profile

Tab	What's there
Profile	Contact details, photo, tags, sport interests, marketing and text-message consent
Memberships & credit	Memberships (renew, freeze, cancel), packages and visits left, account credit
Activity	Bookings, check-ins, invoices and payments over time
Documents	Signed waivers and forms; send a document to sign
Relationships	Family links (parent, child, spouse) and who may see or act for whom in the portal
Assessments	Skill assessments recorded by coaches

Invite to self-service

On a client's profile choose Invite to self-service: they get an email to set a password and see their own bookings, invoices and teams. To invite many at once, use Administration → Self service & website → Self-service settings → Invite clients (everyone with an email and no login yet). If an invite can't be sent, you see why and an error reference.

Privacy

From a client's profile you can Export data (everything held about them) or Anonymize them (right to be forgotten) on request, and merge duplicates.