Members and Invitations

The Coaches panel lists every coach in your organization, one row a person. Members and Roles at View opens the page. Edit also invites coaches, assigns roles and removes members.

All

Shows every coach. Account, No Account and Invited each show one kind.

Teams

Each team the coach coaches, with the title. A role follows the title when the title's default role does not apply. Click × and confirm to take the coach off that team.

Guest at events

A coach an event names who is on no team.

Roles

Roles held for the whole organization. Click × on a chip and confirm to take that role away.

This Season

Shows the teams of the season in the season switcher.

All Seasons

Shows every team, with the season after each team name. Click the count after a member's chips to open this view.

Remove

Ends a membership. The member's notes keep their name. You cannot remove yourself.

A coach with no account can join from the Coaches panel.

1. Click Invite on the coach's row.
2. Enter the coach's address in Email.
3. Select a role in Role, or leave the default.
4. Click Send Invitation.

Several teams

Two teams that list a coach by the same name share one row. Accepting puts the coach on every one of those teams.

Event guests

Leave Email blank to make a link instead. Send the link by text.

Event marks

The coach's marks on past events move to the new account.

Rename

Changes the name on every team that lists the coach, or on every event that names a guest. A coach with an account changes their own name in Account Settings.

New Link

Creates a new invitation link. The old link stops working.

Revoke

Cancels the invitation.

The Families panel lists parent and player accounts. Each row names the players the account stands for.

Account

Parent of a player, or a player's own account.

Remove

Ends the family membership.

A member can hold several roles. Each role is held for the whole organization or on one team.

1. Select the member in Member.
2. Select the role in Role.
3. Select Whole Organization or a team in Where.
4. For a team, select the coach title in Title.
5. Click Assign Role.

Whole Organization

The role reaches every team and every part of the site it grants.

A team

The role reaches that team alone. The member joins the team's Coaches list with the title. Where lists the teams of the season in the season switcher.

Title

The coach title on the team page, such as Goalie Coach. The title is a label. The role decides access.

Invite a coach, admin or owner to your workspace by email.

Email

The address the new member signs in with.

Role

The role the new member holds once they accept.

Where

Whole Organization or one team. A team invitation also asks for a Title.

Send Invitation

Emails a link. The page also shows the link once. Copy the link to share another way.

Each coach on staff takes a seat on your plan. Coach Binder checks for a free seat twice.

• Sending an invitation needs a free seat. With every seat in use, the invitation does not send. A Billing link appears under the form.
• Accepting needs a free seat too. When every seat fills before the coach accepts, the coach cannot join.
• A member already on staff takes no new seat.

Edits your profile, email, password, theme, help, plan link sharing and tab order. Click the account icon at the top right of any page. On a phone, click Settings in the menu.

Name

Your name as shown on staff lists and notes.

Phone

Your phone number. Staff see the number in the season address book.

Bio

A short coaching bio, shown under your name in a team's Coaches panel.

Save Profile

Saves your profile and any new photo.

Remove Photo

Opens a band that asks first. Click Remove Photo in the band to delete your photo.

Your profile is always editable.

Email

Click Save Email to send a confirmation link to the new address. The change takes effect when you open the link.

New Password

Your new password, 12 to 72 characters.

Confirm New Password

Enter the new password again. The two passwords must match.

Theme

Shows every page light or dark on every device you use. System uses each device's own setting. Click Save Appearance to keep the theme.

The theme switch at the bottom of the menu saves the same theme. Another device shows a new theme on its next page.

Help Column

Starts the Help column open or closed on every page. Click Save Help to keep the setting.

By Screen Width

Starts Help open on a wide screen and closed on a narrow screen, whatever your organization chose.

Help Sections

Starts each Help section closed or open on every page. A closed section shows only its title.

Organization Default

Uses the setting your organization chose.

Sharing

Sets Completed Sessions for your plan links. See When a Session Is Completed.

Tab Order

Lists the page tabs you moved. See Your Tab Order.

Puts a page's tabs in your own order. The order shows on every page with those tabs, in every organization.

1. Point at a tab along the top of the page.
2. Drag the tab left or right to its new place.
3. Release the mouse button. The order saves at once.

To move a tab with the keyboard, focus the tab and press Alt with the left or right arrow key.

Tab Order

The Account panel listing each group of tabs you moved.

Reset

Returns that group of tabs to the standard order. Click Reset Tabs to confirm.

• Roles and Access What each role can see and change.
• Teams, Coaches Putting a member on a team's staff.
• Captured Notes and the Inbox, Tokens Tokens for sending notes from a phone shortcut. Also under Settings.