Master data

Role requiredStaff: Master data

What you’ll achieve: the exact set of fields you want on every member file — grouped into categories like “Emergency contact” or “Equipment”.

Prerequisites: the Master Data permission (Add New or Manage).

Open in Club Manager→

Steps

1. Open Master Data from the sidebar (header Member file data).
2. Click + Category to start the two-step wizard.
3. Step 1 / 2 — enter an Information group title, then click Continue.
4. Step 2/2 — for each field, choose its type (Text, Date or List) and give it a title. For a List, add its options with Add Option. Use + Add Field for more fields.
5. Click Save. Your category and its fields are created.
6. To edit later, click a category card to open its Fields view — field names and types save automatically as you change them, and you can reorder fields with the arrows.

Troubleshooting

A list option didn’t save

Option text must be at least three characters to save, and the first option of a list can’t be removed.

”You need club admin permissions to delete data categories”

Deleting a category is restricted to club admins. It removes the field definitions and the stored values, but your member files themselves are kept.

Related

• Families
• Build a form
• Groups & coaches