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Manage members

Create a new member

Add a person to the club and assign their membership

1

Open the form

Open Members › Manage members and click Add a member, at the top right. The form Add person opens; the button List of members takes you back to the list.

The Add a member button at the top of the list of members

The Add a member button at the top of the list of members

2

Identity and contact

Only the First name and the Name are mandatory (red dot). Fill in as much as possible:

  • Gender: Mr, Mrs or Virtual. "Virtual" creates a person without an account, for example to block a court in the name of a school.
  • Date of birth: it is used for age-based memberships (junior, senior…).
  • RFID card: hold the card to the reader, the number fills in by itself. Photo: choose a file or click Take a photo.
  • E-mail address, Phone and Language: the e-mail is essential for booking confirmations, invoices by e-mail and forgotten passwords.
  • Receive club information by email and Notification by e-mail: the e-mails the member agrees to receive.
The Identity and Contact sections of the form

The Identity and Contact sections of the form

Former member? As you type the name, suggestions appear: choose the person to find their profile and reactivate it instead of creating a duplicate.

3

Address, account and invoicing

In Address, the town is suggested from the postcode. In Account and access, the Username and the password are created automatically if left empty; the switch Active account lets the member log in and book. Tick their member groups if needed.

In Billing, Group invoice with links the member to a family: type 2 letters then choose the person who receives the joint invoice. Also enter a Invoicing address different and the choice Receive invoice by e-mail.

The Account and access and Invoicing sections

The Account and access and Invoicing sections

4

Membership and saving

The Additional information are your club's own fields. In Memberships, choose a membership for each open sport and season. The tick in the last column shows whether the membership is active (✓) or blocked (✗): click it to change.

The Memberships section and the Add a person button

The Memberships section and the Add a person button

Click Add person. The member appears in the list; Cancel clears the form.

If the club has enabled the account creation e-mail, a new member with a membership and an active account receives an e-mail with their username and a link to choose their password.

💡 Helpful tip

To enter many members at once (setup, new tennis school…), use the Excel import (see the article Import member data). The available fields depend on your club's configuration.

Plugin.ch tutorial — Managing members

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