Reading a Page

On This Page

The Header Badges and Markers Panels and Navigation The Status Bar The Help Column Saving Changes Confirming a Removal Views, Filters and Sorting Empty Pages Keyboard Shortcuts On a Phone or Tablet Related

The Header

Every page starts with a header that stays at the top of the screen as you scroll.

Breadcrumbs: Links back to the list this page belongs to.
Title: The name of the page, or of the team, event or player the page shows.
Facts: Key details such as counts, dates and places, each with a small icon.
Lede: A one sentence summary of the page. Appears in place of facts on a page with none.
Views: Switches between layouts of the same page, such as Cards and List.
Actions: The page's main buttons, such as Edit, Print or New Event.

Badges and Markers

Badges and markers flag an item's status or something to check.

Status badge: Shows an event's status, such as Planned or Completed.
Marker: Flags an item to check, such as No Plan or Unsaved Edits.
Team tag: Shows the team's name in the team's color.

Example A status badge, a marker and a team tag.

Status Planned Confirmed Completed Canceled Review

Markers Today No Plan No Lineup No Score Unsaved Edits v3

Identity 10U Blue 12U Gold Skating Clinic

Panels and Navigation

Each page is a stack of panels below the header. Each panel has a title bar with its name on the left and a count or buttons on the right.

Pinned title bars: On a desktop, a panel's title bar stays under the header as you scroll the panel.
Panel Links: A line of links under the header on pages with three or more panels. Each link scrolls to its panel.

The Status Bar

Lists what needs your attention across the workspace, such as a bounced email or an event to finish.

On a desktop: A line along the foot of the window. The bar appears only when something needs attention.
On a phone: A bell in the top bar. Tap the bell to open the list.
Red items: Need a fix first, such as a calendar source that did not sync or a bounced email.
Gold items: Need a check, such as events to finish.
Categories: Calendar Sync, Email and Events. With more than three items, the bar shows one menu for each category.

Click an item to open the page that fixes it.

The Help Column

On a desktop, the help column runs down the right side of the page.

Alignment: Each help section appears beside the panel it explains.
Section Title: Each section starts closed to its title. Click the title to open or close the section. Change the start under Help in Account Settings.
Active panel: The thin line beside a help section turns blue while you work in its panel.
Read More in Docs: Opens the matching part of these docs.
Collapse: Click the arrows at the top to collapse the column into a narrow strip. Each page keeps the column the way you left it.
Width of the help column: The divider on the column's left edge. Drag the divider to resize the column. Double click the divider to reset the width. This browser keeps the width.
Help and Drills: Show at the top of the column on an event's Plan tab. Drills opens the drill library in place of help. Help brings help back.

Example A help section beside the panel in use.

Players

Lists the players at this event from the roster on the event's date. Every change here saves immediately.

Reason: Why a player missed or came late, such as sick. Put comments on play in a note.

Saving Changes

Pages save in one of two ways. Each page's help says which.

Method	Applies To	How to Save
Save at the top of the page	Forms, edit pages, the plan on an event, and a game's stats and lines.	Change the fields, then click Save or press ⌘S. Cancel restores the saved values.
Automatic	Working fields such as attendance, event status and notes.	No button needed. Each change saves immediately.

Dimmed Save: Save stays dimmed until a field changes. A dimmed Save means you have no unsaved changes.
Folded corner: A field with an unsaved change folds its top right corner. A checkbox or switch shows a small folded page after its label. Save clears every fold.
Cancel: After a change, Cancel restores the saved values. With nothing to restore, Cancel closes the edit page. A page such as Organization keeps Cancel dimmed instead.
Drafts: Leaving an event with unsaved edits keeps the edits as a draft. Lists mark the event Unsaved Edits.
Restored edits: Reopen the event to restore the draft. Each edited field folds its corner.
Information notes: Blue notes explain how something works. Gold notes flag something to check first.

Example Save dimmed, then lit after a change. Cancel works in both.

Nothing changed

A field changed

Example A blue information note and a gold one.

Rinks and gyms from your events appear here. To add a location, save a practice or game at a new rink or gym.

This event has unsaved changes.

A folded corner marks each changed field below.
Click Save to keep the changes.
Click Cancel to discard them.

Confirming a Removal

The first click never removes anything. Confirming never opens a popup window.

Click Delete, Archive or Remove. A red band opens under the item.
Read the band's question. The line under the question says what stays and how to undo the change.
Click the band's red button to confirm, or click Keep It to cancel.

Example A confirm band for archiving a roster.

Archive Tuesday skills? Tuesday skills keeps its history and stays on its events. To undo, click Restore.

Most records archive instead of deleting. An archived season, plan or player keeps its history. Click Restore to return the season, plan or player to use.

Views, Filters and Sorting

Changes how a list looks, what it shows and its order.

View switcher: Shows the same page in a different layout. The pressed option is the current view. The page opens on your last pick next time.
Page address: Holds the view and filters. Bookmark or copy the address to open the same list later.
Filters: Type in the filter box at the top of the page to narrow a list. The labeled filters above a table narrow the table too.
Sorting: Click a column heading to sort by that column. Click again to reverse the order.

Example The calendar's view switcher and the planner's.

Week Month Year Agenda

Weeks Skills

Empty Pages

A dashed box marks a page or panel with no items. The box says what appears there. Then the box says what to click to add the first item.

Example The inbox with nothing waiting.

Unmatched phone notes appear here. Select a player or event to sort each note.

Keyboard Shortcuts

Lists the keys that work on every page.

Shortcut	Action
⌘S or Ctrl+S	Presses Save at the top of the page.
/	Moves to the search box in the menu.
Tab	Moves through a form in printed sheet order.

The inbox has keys of its own, listed in Captured notes and the inbox.

On a Phone or Tablet

The layout changes to fit a smaller screen.

Menu: Becomes a bar across the top with a menu button on a phone. These docs are inside that menu.
Menu on a tablet: Starts as a column of icons. Click Expand Menu at the top of the menu to show its words. The menu stays as you leave it.
Tables: Each row becomes a card when the list is too narrow for its columns.
Filters: Tap Filters beside the search to show the filters. The button counts the filters in use.
More: Holds the header buttons that do not fit on the screen.
Help column: Does not appear on a phone. Open these docs from the menu instead.

How Coach Binder Fits Together The records behind the pages.
The Event Page, What Saves When What saves with Save on the event page and what saves immediately.