If you wish to manually create a member in ClubsBuddy, this can be easily done. This article gives instructions how to create and send an activation email to a newly added club/organisation member.
- Click the Reception tab
- Click Users
- Click the + button located on the right-hand side
- Click Add Member
- Enter the details as necessary. The First Name, Last Name, Gender, Date of Birth, Email Address and Status are required, the other fields are optional. Please note: if the club/organisation member is a child, please select the System Generate Email tick box. If it is a regular member who will be using ClubsBuddy please enter their email address.
- Once you are happy with the details, click Save
- If the newly created member is a child, you must add a linked parent to the child member account. To do this, follow steps 8-10. If the newly created member is an adult or will be actively using ClubsBuddy, skip straight to step number 12.
- Click the Linked tab
- Click the Add button
- Fill in the correct details of the parent including, first name, last name and email address. Click the blue Save tab.
- When the parent has been saved, they will then be listed as a linked parent to the child member.
- If the parent has already registered themselves then no further action is required.
- However, if this is a new parent, they will need to be sent an Activation Email.
- If you are still on the member page as in the screenshot above, you can click on the green eye icon (
)
- Click on Send Activation Email
- The new user will then receive an activation email with instructions on how to set-up their ClubsBuddy account.
- The other alternative to send an activation email is to click on Reception | Users, search for the parent, click on the parent row and you will arrive at the same page as in the screenshot above in step 15.
