Organization Settings

On This Page

Details and Logos Scheduling Defaults Drill Photos Help Column Custom Fields Plan Focus Filling In Custom Fields Locations A Location's Page Merging Locations Waivers Who Has Signed The Waiver Form and Signatures Billing Referral Codes Free Trial and Locking Payments from Families Related

Details and Logos

Open Organization in the menu on the left. Use the tabs at the top to switch between its pages, from General to Waivers.

Sets your organization's name, web address and logos. General shows them with every default. Click Edit on General to change them.

Each member sees only the pages their role opens.

Organization Settings	What the Role Can Do
Edit	Changes every organization setting. Opens Edit and Calendar Links.
View	Reads General and Skill Areas. The pages show no Edit.
None	Does not open the page.

Name: Your organization's name, shown at the top of the menu on the left.
Web Address: The part of every public page address that names your organization. Changing the web address changes every public link.
Profile Logo: A square logo for the menu, cards and small tiles.
Full Logo: The logo as drawn, for headers, public pages and print.
Add a Logo or Replace Logo: Chooses a logo file, a PNG or JPEG up to 2 MB.
Save Profile Logo and Save Logo: Saves a new logo immediately.
Crop the Full Logo: Loads the full logo into Profile Logo. Drag to choose the square part to keep. Then click Save Profile Logo.
Remove: Opens a confirm band. Click Remove Logo to delete the full logo. Upload the file again to put the logo back.
Team logos: A team without its own logo uses the organization's.

Click Save at the top of the Edit page to save Name, Web Address and the defaults. Cancel undoes a change, then returns to General.

Scheduling Defaults

Sets the defaults every team and program starts with. A program is a clinic, camp or training group that is not a team. To change a default for one team or program, open that team's settings.

Time Zone: The default time zone for every team and program. Note times, activity times and today's date show in this zone.
Primary Location: Fills in the location on events added from the season planner. A team's own Primary Location takes priority.
Start of Week: The first day of the week in the season planner, for every team and program.

A blank setting takes its value from the level above.

Setting	Organization	Team or Program	Event
Time zone	Sets the default.	Leave blank to use the organization's.	Each event has its own Time Zone field. A new event starts with its team's zone.
Location	Primary Location.	Its own Primary Location, or the organization's when blank.	Filled in for events added from the season planner. The New Event form starts blank.
Start of week	Sets the default.	Leave blank to use the organization's.	Not set per event.
Public visibility	Not set here.	Private, Coaches, Families or Public.	Same as the Team, or its own.
Signups, price, maximum, waiver	Not set here.	Set on the program.	A session can override each.

Drill Photos

Sets how a photo a coach adds comes in. The settings cover photos on a drill and photos in a plan block.

Setting	Choices	Starts At
Rink Photos	Straighten or Keep Whole	Straighten
Rink Sheets	One Picture Each or First Rink Only	One Picture Each
Blank Rinks	Skip or Keep	Skip
Drawings on Paper	Cleaned Up or Original	Cleaned Up

Rink Photos: Straighten finds a printed Coach Binder rink in the photo. The rink comes in square and cut to its boards.
Rink Sheets: Applies to a photo of a sheet with several drawn rinks. First Rink Only adds the top left rink.
Blank Rinks: Keep adds each rink on the sheet, drawn on or not.
Drawings on Paper: Cleaned Up makes the paper white and the ink dark. Original shows the photo as taken.

The settings decide how a new photo starts. A coach can still switch each photo between Straightened and Whole Photo. Cleaned Up and Original switch the same way.

Reprocess Photos on a drill uses the same settings.

Click Save at the top of the page to keep the Drill Photos settings.

Help Column

Sets whether the Help column starts open or closed for every member of your organization.

Setting	What Members See
By Screen Width	Help starts open on a wide screen and closed on a narrow screen.
Open	Help starts open on every page.
Closed	Help starts closed on every page.

Each member can choose otherwise under Help in Account Settings.

Hide Help and Show Help on a page change that page for that member. Their choice stays on that page.

Help Sections: Starts each Help section closed or open for every member. A closed section shows only its title.

Members click a section title to open or close that section.

Click Save at the top of the page to keep the Help settings.

Custom Fields

Adds your organization's own fields to every player and every team, such as a school or a home rink. Open the Custom Fields tab at the top of any Organization page.

Kind	What a Coach Enters
Text	Up to 200 characters.
Number	A whole or decimal number.
Date	A day from the date picker.
Yes or No	Yes, No or nothing.
Choice List	One of the choices you list, separated by commas.

New Field: Type a name, select a Kind and click Add. The new field goes last in its list.
Edit: Changes the name, the choices and where the field shows. The kind cannot change.
Move Up and Move Down: Change the order of the fields. Player and team pages list the fields in this order.
Shown: Lists where each field appears, such as Player Page, Players List and Family Page.
Show on Players List: Adds a player field as a column on the Players page. Show on Teams List does the same for a team field.
Show on Public Page: Shows a team field on the team's public page. A player field never shows on a public page.
Show to Families: Shows the field on the Family page. A player field shows only to that player's own family. A team field shows to every family on the roster.
Families Can Edit: Lets a family fill in a player field for their own child on the Family page. Turning this on also turns on Show to Families.
Archive: Hides the field and keeps every value. Click Restore under Archived to bring the field and its values back.

Only staff see a field until someone turns on Show to Families. No field ever shows another child's details to a family. Never add a field for medical details, such as allergies or injuries.

Mark After a Field's Name	Who Else Sees the Field
None	Staff only. The panel shows Staff Only when every field is staff only.
House	Families see the value on the Family page.
Pencil	Families see the value and can change it.
Globe	A team field that shows on the public page.

Plan Focus

Sets the values of the Focus menu on every practice plan block. Open the Plan Focus tab at the top of any Organization page.

Every organization starts with Warmup, Skill, Tactical, Compete, Conditioning, Learn, Perform, Build Confidence and Flow.

New Focus: Type a name and click Add. The new value goes last. Click Edit to choose its icon and color.
Edit: Changes the name, the icon and the color. Every plan that uses the value shows the change.
Move Up and Move Down: Change the order of the Focus menu on a plan block.
Archive: Takes the value out of the Focus menu. Plans that use the value keep its name, icon and color. Click Restore under Archived to return the value to the menu.

Members whose role has Organization Settings at Edit change the list. Everyone else with Organization Settings at View reads it.

Filling In Custom Fields

Coaches fill in custom fields on the Edit Player and Edit Team pages, in the More Details panel.

Open the player or team page.
Click Edit at the top of the page.
Fill in the fields in More Details.
Click Save.

Where	What Shows
Player page and team page	More Details lists every field with a value.
Players page and Teams page	A column for each field set to show on the list. A Choice List or Yes or No column also adds a filter.
Search	Finds a player or team by a Text, Number or Choice List value.
Team public page	Team fields set to Show on Public Page, under Details.
Family page	Fields set to Show to Families, under Details on each child's card. A family clicks Edit Details to fill in a field set to Families Can Edit.

Each change to a player field appears in the player page's Activity. Each change to a team field appears in the team page's Activity. A line names who made the change, with the old and new value.

A role that edits players or teams fills in their fields. A role that only views them reads the fields.

Locations

Lists the rinks, rooms and other places where your teams practice and play. Saving an event at a new place adds that location here.

Edit: Changes a row's name and address.
Name: The location's name. Renaming the location changes the name on every event and team there. A rename also changes the organization's Primary Location when it is this location.
Address: The street address. Type the address with or without commas. An address in an unusual form saves exactly as typed.
Used By: Shows the events, teams and defaults that use each location.
Merge: Moves one location into another location.
Other Names: Lists the names merged into a location. Click Edit on the location to see them.
Delete: Appears only on a location nothing uses.

Saving an event with a deleted location's name brings the location back.

A Location's Page

Shows where one location is and every event there. Click a name on the Locations page to open it. The Location on an event page opens it too.

Map: Shows a Google map of the saved address. A location with no address shows a search for its name.
Edit: Opens the Locations page with this location's Edit open. Type the address, then click Save.
Directions in Apple Maps: Opens Apple Maps with directions to the location. On a phone the Maps app opens.
Directions in Google Maps: Opens Google Maps with directions to the location. On a phone the Google Maps app opens when installed.
Upcoming: Lists the events still to come, soonest first.
Past: Lists the events already over, latest first.

The list counts events on the teams you can see. An event under one of the location's Other Names counts too.

The map receives the location's name or address only. Coach Binder sends Google nothing about your teams or players.

Merging Locations

Merge joins two locations that are the same place under one name.

Click Merge on the location to remove.
Choose the location to keep under Merge Into.
Click Merge.

What Uses the Old Name	After the Merge
Events, past and deleted ones included	The events show the kept name.
A team's Primary Location	The team shows the kept name.
The organization's Primary Location	The organization shows the kept name.
The address	The kept location keeps its address. The kept location takes the old address when it has none.
A new event or a later edit	An event saved with the old name shows the kept name.
A calendar sync	An event that arrives with the old name shows the kept name.
A team or organization saved later	A Primary Location saved with the old name shows the kept name.

The old name matches in any mix of capital letters and spaces. Ice Den and ICE DEN are the same name.

Click Edit on the kept location to see the old name under Other Names.

A merge cannot be undone. To use the old name again, rename the kept location to the old name.

Waivers

Lists the forms families sign when they register.

Waiver For	Where to Attach the Waiver
A team or program	The team or program settings.
A single session	The session's settings.

Example A waiver on file, opened to how a family sees it.

Waiver	Signed	Checklist	Signs Again
Season waiver	14 of 16	3 items	After Jun 1, 2027
I, Dana Porter, agree to the club's rules for Sam Porter for the 2026 to 27 season. ☐ I have read the code of conduct ☐ I agree to the photo policy ☐ I have read the concussion information sheet

New Waiver: Opens a blank waiver form.
Edit: Opens the form for that waiver.
Cancel: Closes the form without saving. Saving also closes the form.
Family View: Previews the waiver with sample data.
Archive: Stops offering the waiver. Existing signatures stay.
Restore: Offers the waiver again. Coach Binder never deletes a waiver.

Who Has Signed

Click a waiver's name to open its page. The page lists who the waiver covers today.

Panels: One for each team and program that requires the waiver. Each upcoming event with its own waiver gets one too.
Players: A team's roster and everyone signed up and not canceled. An event's players come from its attached rosters.
Not Signed, Expired, Signed: Where each player stands today. Unsigned players come first.
1 of 2 signed: Counts each player once across every panel.

Rosters, signups and event rosters mark a player No Waiver or Waiver Expired. A signed player carries no mark.

To record a paper form, open the player page and use Record Signature.

The Waiver Form and Signatures

Holds a waiver's title, its text and how long each signature lasts.

Title: The waiver's name.
Waiver Text: The waiver text, written in Markdown. The placeholders fill in when a family signs.
Checklist: Boxes the family must check. A row can link to a web page or an attached file. Only people signed in to Coach Binder can open an attached file.
Signatures Lapse On: A date every signature expires, such as the end of a season.
Or Days Valid After Signing: The number of days each signature lasts. When both fields are set, the earlier date applies. Leave both blank for signatures that never expire.

Every signature keeps its own copy of the waiver.

Signed text: Each signature keeps the text and expiry it was signed under. Editing the waiver later leaves existing signatures unchanged.
Expired signatures: Stay in the history. The player signs again at their next signup.
Paper signatures: Record a paper signature on the player page.

Billing

Manages your Coach Binder subscription and card payments from families.

Stat	What It Shows
Status	Trial, Trial Ended, Active, Past Due, Canceled, Comped or Locked.
Seats in Use	The seats staff use out of the seats on the plan.
Trial Ends	The end date of the free trial. Appears during the trial and after the trial ends.
Price	The plan price after any discount.

Seats: Paid coach seats in a club, 1 to 500.
Who uses a seat: Every staff member, whatever the role. Parents and players do not.
Coach workspace: Has one seat. To add other coaches, click start a club on the Billing page and create a club workspace.
Accepting an invitation: A coach invitation needs a free seat when it is sent and again when it is accepted. A full club refuses the invitation and keeps the link working.
Add a Card: Opens the payment provider to add a card. A card added during the trial is first charged when the trial ends.
Manage Subscription: Opens the payment provider to update the card, change seats or cancel your plan.
Code: A discount code. Click Apply to add the code. The discount stays after the code expires.
A 100% code: Makes the plan free with no card. Add a Card then no longer appears.

A comped workspace has every seat and feature at no charge, with no end date.

The Terms of Service set the rules for trials, billing and locked workspaces.

Referral Codes

Gives a coach extra free trial days when a family sends the coach to Coach Binder.

Getting a code: A parent or player enters an email on the Coach Binder homepage. Coach Binder emails that address a code.
Using a code: Enter the code in Referral Code on the Create an Account page. The link in the family's email fills in the code.
What the code gives: Extra free trial days on your first workspace. When Coach Binder offers a discount, the code also takes a percent off the plan price.
A second workspace: Gets no referral. A code applies to the first workspace only.

Coach Binder keeps the family's email beside the code to trace the referral. Coach Binder uses the address for nothing else.

Free Trial and Locking

Explains the free trial, the reminders before it ends and what happens without a card.

Free trial: Every new workspace starts with a free trial. No card is needed to start. The Billing page shows the end date.
One trial a person: Every workspace you create shares one free trial. A later workspace ends its trial on the date of your first one. A workspace you joined does not count.
Reminders: People who manage billing get an email 7 days and 2 days before the end. Another email comes on the end date. A last email comes when the workspace locks.
Band: In the last week of the trial, a band at the top of each page shows the end date.
Lock date: A workspace with no card locks a few days after the trial ends. The Billing page and the band show the date.
Locked: Only Billing, the docs and account settings open. Family pages, shared plans, calendar links and public pages pause too.
Workspace Paused: Members who cannot manage billing open the Workspace Paused page instead, families included. The page says nothing is deleted and who restarts the workspace.
Phone notes: The note API refuses every note while the workspace is locked. The reply carries the paused code.
Restart: Click Add a Card on the Billing page. The workspace opens again at once.

A locked workspace deletes nothing. Every team, player, plan and note is there after the restart.

Payments from Families

Connects your organization's own Stripe account. Families then pay registrations and signups by card.

Connect Stripe: Starts connecting your organization's Stripe account.
Finish Setting Up Stripe: Replaces Connect Stripe until you finish the setup.
Payouts: The money goes to your Stripe account. The Billing page shows any platform fee Coach Binder keeps from each charge.

Coach Binder never sees card details.

Members and Invitations Invite people and set their roles.
Programs, Registration and Public Pages, Registration Settings Where prices and card payments are used.
Roles and Access, Seats Which roles use a seat.