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Add a note to a user's profile as an admin

Record internal notes on a member's profile and choose which staff group can see each one.

Notes let admins record internal information about a member — meeting summaries, safeguarding follow-ups, payment arrangements, or anything else your club needs to remember. Each note is scoped to a specific group, so it's only visible to admins of that group.

Notes are admin-only. The user themselves cannot see notes on their profile, and neither can their parents. Treat them as internal staff records.

Add a note

  1. Open the user's profile from Management > Contacts or from your Team roster.

  2. Click the Notes tab.

  3. Click Add note.

  4. Write the note. You can attach a file (PDF, image, document) for context.

  5. Under Visibility, choose which group's admins can see the note. The list shows every group where you have permission to create notes — pick the top-level organization to share with all admins, or a specific team to keep it scoped.

  6. Click Create note.

Who can see and edit a note

  • See — admins and staff of the group selected in the note's visibility setting. If you pick the top-level organization, all top-level admins can see it; if you pick a team, only that team's admins do.

  • Edit and delete — the note's author can update or remove it. Other admins with note access can read but not modify.

  • The user and their parents — cannot see notes at all, regardless of visibility setting.

Find existing notes

The Notes tab lists every note in reverse-chronological order. Use the filters at the top to narrow by group, author, or date — useful when a player has accumulated many entries over time.

Notes about minors. If your jurisdiction has data-protection rules (GDPR, COPPA) around records on children, treat notes the same as any other internal record — minimize personal data, document the legal basis, and review retention periods.

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