Directory and default settings
Open the club directory to help players find partners, and set the default values applied to each new user: profile, subscription, passwords, and privacy.
Enable the club directory
The directory is available to players in the booking menu, under Find a Partner. It makes it easier to find a partner by age and level, then contact them by message or phone.
- Go to Administration›Settings›Booking›Calendars and open Display Preferences.
- In the Directory (Find a Partner) section, enable the directory.
- Choose the visible information: Display phone numbers and Display Age.
Each user can request not to appear in the directory through their privacy settings, and you can hide them yourself from their user record.
Set the default profile and subscription
- Go to Administration›Users›User Management, open the Settings menu, then Advanced Settings.
- Choose Default Profile and Default Subscription. They will be preselected each time a user is added, regardless of the channel used: user record, quick creation, import, or online registrations.
These settings do not affect existing users.
Manage passwords
Still in the advanced settings, choose the password policy:
- Generate a random password: a secure password specific to each user, recommended.
- Use a default password: the same password shared with everyone. This method can help when you add users whose e-mail address you do not have, but it is still not recommended.
- Change the password at first login: the user defines their own password on their first visit, recommended.
The safest combination is to use random generation together with password change on first login. No one at the club knows a user’s password, not even you.
Define default privacy
The Default Privacy Settings section determines the settings applied to new users, regardless of how they arrive: identity visible on calendars, photo, presence in the directory, who can book with them, and who can write to them.
Each user then remains in control of their own settings, within the limits of the fields you make editable. Changing these default values does not affect accounts that have already been created.
The advanced settings also let you:
- restrict the User-editables fields on their own account;
- create Custom Fields for your internal needs, each of which can be left read-only or made editable by the user;
- enable Automatic Formatting of First Names / Last Names to standardize the database;
- define Age Categories, which can then be used in list filters and exports.
Choose the list columns
The Settings menu also offers Custom Columns. Select the information displayed in the user list.
This saves real time depending on the season. In September, display the medical certificate column and the payment status column to see incomplete files at a glance. The rest of the year, return to a simpler display.
