Directory and default settings

Open the club directory to help players find partners, and set the values applied by default to each new user: profile, subscription, passwords, and privacy.

Enable the club directory

The directory is offered to players in the booking menu, under Find a Partner: it makes it easier to find a partner by age and level, then to get in touch through messaging.

1. From the calendars, open the Display Preferences panel.
2. In the Directory (Find a Partner) section, enable the directory.
3. Choose the visible information: Display phone numbers and Display Age.

Each user can ask not to appear in the directory through their privacy settings, and you can also hide them yourself from their record.

Set the default profile and subscription

1. Go to Administration›Users›User Management, open the Settings menu, then Advanced Settings.
2. Choose Default Profile and Default Subscription: they will be preselected each time a user is added, regardless of the channel used (record, quick creation, import, 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, kept for backward compatibility but not recommended.
• Change the password at first login: the user sets their own password on their first visit, recommended.

Define default privacy

The Default Privacy Settings section determines the settings applied to new users: visible identity on calendars, photo, who can book with them, who can write to them, and presence in the directory. Each user then keeps control of their own settings, within the limits of the fields you make editable.

The advanced settings also allow you to:

• restrict the User-editables fields on the user’s own account;
• create Custom Fields for your internal needs;
• enable Automatic Formatting of First Names / Last Names to standardize the database;
• define Age Categories that can be used in filters and exports.