Checking for duplicate accounts
Follow these steps to identify and manage duplicate player accounts:
Go to Management and select Contacts.
Click on Filters.
Set the filter to Role = Player, then click Apply.
Click on the Name column to sort alphabetically.
Scroll through the list to check for duplicate names, which will appear next to each other.
When you find duplicates, determine which account to keep by considering:
Parent connections: Keep the account with the most parent connections.
Invoices and subscriptions: Ensure you keep the account associated with any payments.
Player or parent preference: If they have indicated which account to retain, follow their request.
Once you’ve chosen which account to keep, you can:
Archive the unnecessary account.
Ask the parent to delete the unwanted account.
Checking that parents haven’t joined as players
In rare cases, parents may accidentally register as players. Follow these steps to identify and correct such errors:
Go to Contacts.
Click on Filters.
Set the filter to Role = Player, then click Apply.
Click on the Date of Birth column to sort players from oldest to youngest.
Look for unusual birth years (e.g., a birth year like 1977 in a youth club). Click on any suspicious accounts.
Scroll down to the Groups section.
If they are in an incorrect group, click the three dots and select Remove.
Checking if players have parents connected
To ensure all players have parent connections, follow these steps:
Go to Contacts.
Click on Filters.
Set the filters to Role = Player and Parent Connection = Doesn’t have a connected parent.
Click Apply.
A list of players without parents will appear.
Tip: If you have players over 18, use the Date of Birth filter to exclude them.
Contact the parents to request that they create an account or connect to their child’s profile.
Adding billing emails for players
To ensure billing emails are correctly assigned, follow these steps:
Go to Contacts.
Click on Filters.
Set the filter to Role = Player, then click Apply.
Scroll through the list until you find players without a billing email.
Obtain the billing email from the player’s parent.
Click on the Player’s contact.
Click on the Connected parent at the top of the screen.
Click Edit at the top left of the contact.
Add the billing email into the email field.
If any required fields appear, enter a full stop (.) to bypass them.
Click Save.
By following these steps, you can ensure your contact database remains accurate and up to date.