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Maintain your padel player CRM

Use Dashboard → Players search and filters, update one profile, then check linked academy, event and conversation context before follow-up.

ForReception & operationsAcademy managers

Before you start

Have the player’s current name and at least one reliable contact detail. Use a country prefix for manually entered phone numbers.

What you will have

The player record will contain current profile data and the operational context staff need for the next interaction.

Tips

Search before creating. Leave skill level unset when unknown instead of guessing a category.

Troubleshooting

If a large roster is slow to navigate, narrow it with search and filters; selection controls intentionally use typeahead rather than preloading every player.

Steps

01

Open Dashboard → Players

Start from the CRM list and let the loading skeleton resolve. Do not create another record before searching the existing roster.

Player CRM list with search, filters and player details
Use the player list to narrow records by operational criteria before opening a profile.
02

Search and narrow the list

Search by player details and use level, gender or interest filters to isolate the correct contact.

03

Open the player slide-over

Choose the player row. The profile route opens the editable record while keeping the list available behind it.

Player profile slide-over with contact details, notes and preferences
A player record brings contact information, skill level, notes and communication preferences into one follow-up view.
04

Update contact and playing details

Maintain name, phone with country prefix, email, gender and numeric skill level. Leave optional values blank when they are not known.

05

Record notes, interests and communication choices

Add dated notes, set the player’s interests, choose communication preferences and record opt-out status before outreach.

06

Check Academy, Events and Conversations

Use the side tabs to review or add relevant course interest, manage future event participation, or open linked conversation days before deciding the next action.

Related content

Maintain your padel player CRM

Use Dashboard → Players search and filters, update one profile, then check linked academy, event and conversation context before follow-up.

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