How should staff find a player in a large roster?

Use Dashboard → Players search and the level, gender or interest filters. The picker workflows also use typeahead rather than loading the entire roster.

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One player CRM for every racket sport

Give reception, academy and management one reliable player record across WhatsApp, Playtomic bookings, courses, payments, events and follow-up.

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Player CRM list with search, filters and player details

One player record across every workflow

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How to maintain a player from the dashboard

Open Dashboard → Players, search by name or contact details, and narrow the list with level, gender or interest filters. Open the matching row to edit the profile rather than creating a duplicate record.

Record the details staff actually use

In the player slide-over, maintain name, phone with country prefix, email, gender and numeric skill level. Add dated notes, and use the Academy, Events and Conversations tabs to review linked operational history.

Profiles include contact details, gender, skill level, interests, dated notes, communication preferences, opt-out status and linked Academy lead, event and conversation context.

Leave it unset. An unknown value is not presented as a level badge, so staff can update it after the player is assessed.

Check communication choices before outreach

Set one or more communication preferences and record an opt-out on the CRM profile. Interests distinguish topics the player selected from “nothing” and from a profile that has not been asked yet.

Select one or more. “Any” means no preference.

Empty = not asked. “Nothing” is exclusive — asked and they replied none.

Staff only — not sent to the WhatsApp assistant.

Frequently asked questions