On This Page
The Team List The Team Header Schedule Coaches Invite a Coach by Email Add a Coach With No Account Roster Editing Several Roster Spots Season Stats The Roster On Date Adding and Removing Players Importing a Roster Preparing a Roster File Tryouts and Evaluations Team Settings Activity RelatedThe Team List
Lists the teams in the season selected in the switcher.
| Role Held | Teams Listed |
|---|---|
| On chosen teams | Those teams. |
| For the whole organization | Every team. |
- Cards, List
- Cards shows cards. List shows a table.
- Programs
- Programs in the menu lists programs the same way. A program is a clinic, camp or training group that is not a team.
- Favorite
- The star on a card pins the team to the menu. Unfavorite removes the pin.
- Filter box
- Type in the box at the top of the page to filter the list.
- Filters
- Narrows the list by your organization's Choice List and Yes or No fields. Shows only when the list has such a field.
- Sorting
- Click a table heading to sort by that column.
The Team Header
Shows the team's name, logo and color.
- Visibility
- States who can open the team's public page.
- Stat row
- A row of numbers under the header that summarizes the season.
- Tabs
- The tabs along the top open the team's pages. Overview is this page.
- Planner
- The tab that opens the season planner.
- Prints the roster sheet, the evaluation sheets, the schedule or the registrations list.
- Public Page
- A panel on the team's page. Sets who can see the page under Who Can See It. Public asks you to confirm first. See public pages.
- More
- Holds Favorite. On a phone, More also holds Print.
- Favorite
- Pins the team to the menu. Unfavorite removes the pin.
- Event Imports
- The tab that opens the event sources that bring events in.
- Calendar Links
- The tab that opens the calendar links that share the schedule.
- Settings
- The tab that opens the team's settings.
Schedule
Lists the team's practices, games and other sessions. On a program, the panel title is Sessions.
The list shows 20 events at a time. The count in the panel band covers every event that matches.
- Upcoming
- Shows events from the Roster On date onward, soonest first. The panel opens on this view.
- Past
- Shows events before the Roster On date, newest first.
- All
- Shows every event on the team's schedule.
- Filter box
- Narrows the list to events whose title, opponent or location contains the typed words.
- Type
- Shows one kind of event, such as games or practices.
- Status
- Shows events with one status, such as Canceled.
- Column heads
- Sort the list. Click a head again to reverse the order.
- Show More
- Adds the next 20 events under the list.
- Unsaved Edits
- Marks an event with edits a coach has not saved.
- Add Event
- Creates a new event for this team. A program shows Add Session instead.
Coaches
Lists the team's staff with photos and bios.
- Title
- The coach's title on the team, such as Head Coach or Goalie Coach.
- Role
- What the coach may do on this team. The default is the role the title maps to. A card names the role when it differs.
Add a Coach under the cards offers three ways to add a coach.
| Choice | Who | Signs In | Takes a Seat |
|---|---|---|---|
| From Staff | A member of the staff | Yes | Already holds one |
| Invite by Email | Anyone with an email address | After accepting | After accepting |
| No Account | Anyone, by name | No | No |
To add a member of the staff, follow these steps.
- Click From Staff.
- Select a workspace member in Coach.
- Select a title in Title.
- Select a role in Role, or leave the default.
- Click Add Coach.
Click Remove and confirm to take a coach off the staff. The coach's marks on past events stay.
Invite a Coach by Email
An invitation brings a new coach into the workspace and onto this team in one step.
- Click Invite by Email.
- Enter the coach's address in Email.
- Select a title in Title.
- Select a role in Role, or leave the default.
- Click Send Invitation.
The card shows the address with a gold envelope after it. The coach joins the team after accepting.
- Who sends
- A coach whose role has Members and Roles at Edit.
- Seats
- The coach takes a seat after accepting. A full plan refuses the invitation.
- Revoke
- Cancels the invitation. The invitation link stops working immediately.
- Staff address
- An address already on the staff gets no invitation. Click From Staff instead.
Add a Coach With No Account
A coach with no account is on the team's records and never signs in.
- Click No Account.
- Enter the coach's name in Name.
- Select a title in Title.
- Enter an address in Email (Optional), or leave it blank.
- Click Add Coach.
The card shows a gray minus glyph after the name. The coach appears in these places.
- Events
- Every event's coach list. A coach marks presence and a note for the coach.
- Plans
- A drill or a station can name the coach.
- Contacts
- The season's contacts, with the email when one was entered.
- Public page
- The name and title, when the page shows coaches. Never the email.
- Copy Teams
- Copies the coach to the new season with the team.
To bring the coach into Coach Binder later, follow these steps.
- Click Invite on the coach's card.
- Enter the coach's address in Email.
- Click Send Invitation.
The coach joins the team after accepting. The coach's marks on past events move to the new account.
Click Rename on the card to change the name. Click Save Name. Every event shows the new name. A saved plan whose drill names the coach keeps the old name.
Click Remove and confirm to take the coach off the team. Past events keep the name.
Roster
Lists the players on the team. The panel header counts active players and players who left.
| # | Player | Pos | Shoots | Born | Status | Joined On |
|---|---|---|---|---|---|---|
| 7 | Sam PorterC | F | L | 2016 | Rostered | Sep 2 |
| 12 / 41 | Alex MorenoA | F | R | 2016 | Rostered | Sep 2 |
| 30 | Casey Brooks | G | L | 2016 | Affiliate | Sep 16 |
| 18 | Taylor Nguyen | D | L | 2016 | Left Oct 1 | Sep 2 |
Each player has a panel for this team. Each change saves immediately.
- Expand a row to open the player's panel under the row.
- Change the fields under On This Team, listed below. On a program the heading reads In This Program.
- Click × on the row or at the top of the panel to close the panel.
The person glyph at the top of the panel opens the player page.
- Number, Away Number
- The player's default jersey numbers on every event. Leave Away Number blank to use Number for away games. An event can change a number for that event only.
- Position
- The player's position on this team. Leave blank to use the player's own position.
- Status
- The player's standing on the team. Select Rostered, Affiliate, Tryout or Inactive. A new spot starts as Rostered.
- Captaincy
- C for captain, A for assistant captain, or None.
- Joined On
- The date the player joined the team.
- Tags
- Your own labels, such as a line or carpool group. A spot holds up to 8 tags. Filter by tag to show only matching players.
A per session program's roster also lists everyone signed up for its sessions, with each player's session count.
Editing Several Roster Spots
Changes the numbers, position, captaincy, status or tags of up to 50 players on one team together.
- Open the team page.
- In the Roster panel, check each player, or check the box in the heading row to check every player shown.
- Click Edit Players below the roster.
- Change the cells. Each row is one player.
- Click Save at the top of the page.
- Set All
- The first row fills Position, Captaincy or Status in every row. Change one row's cell afterward to make an exception.
- Add
- Adds the tags typed beside the button to every row. Each row keeps its own tags.
- Number
- Two checked players can trade numbers in one save. A number another active player wears does not save.
- Tinted Cells
- Mark the cells you changed. Click Cancel to put every cell back.
- No checkbox
- Marks a player who left the team. Your role needs Roster at Edit on the team to see any checkbox.
Save keeps every spot or none. A row that cannot save shows the reason under it. The other rows do not save until you fix that row.
Season Stats
Adds up the stat lines entered on this season's games. The panel is under the roster.
- Which games count
- Every game this season that is not canceled or deleted.
- Games played
- A player played a game with a stat line or a mark of Present or Late.
- Goalies
- A game in goal counts on the goalie table, not the skater table.
- Optional columns
- Shots, +/−, hits and blocks show once anyone records them.
- Sorting
- Click a column heading to sort by that column, most first.
The Games Played number above the panel reads 1 of 2 until every scheduled game has a score.
To enter stats, open a game and click its Stats tab.
The Roster On Date
Shows the roster on the date in Roster On, at the top of the panel. Change the date to see the team on another day.
The date starts at today. For a season that has not started, the date starts at the season's first day. For a season that has ended, the date starts at its last day.
- Schedule
- The Schedule panel lists events from this date onward.
- Roster sheet
- Click Print, then Roster Sheet, to print the roster on this date. The printed schedule starts from this date too.
- Evaluation sheets
- Click Print, then Evaluation Sheets, for one blank evaluation sheet per player on this date. See Player Development.
- Roster evaluation sheet
- Click Print, then Roster Evaluation Sheet, for the roster on this date on one grid to score by hand.
- Blank templates
- Click Print, then a sheet under Blank Templates, for the roster on this date on a sheet with no event. See Blank Templates.
- Add Player
- A player you add gets this date as the default Joined On.
- Remove on
- Ends a player's spot on this date.
Adding and Removing Players
Click Add Player to add an existing player or create a new player.
- To add an existing player, find the player by name or birth year.
- To create a new player, leave Existing Player empty. Enter a first name, last name and birth year.
To remove a player from the team, follow these steps.
- Expand the player's row.
- Under Leaving, click Remove on. A confirm band opens under the button.
- Confirm in the band. The spot ends on the Roster On date.
The row stays on the roster, grayed, with the date the player left.
Importing a Roster
Adds players from a spreadsheet saved as a CSV file. Click Import CSV to start. Nothing saves until you click the import button.
- 1 UploadDrop a CSV file on the CSV File panel.
- 2 Match ColumnsPick a field for each column, or Ignore.
- 3 Check the PreviewRead the Result for each row.
- 4 ImportClick Import to save the rows.
- Drop a CSV file on the page, or click to select a file.
- Match each column to a roster field. Each column starts on a suggested match.
- Check the preview. The preview marks each row as new, linked to an existing player, already on the roster or an error.
- Click the import button. The button label counts the players to add, such as Import 12 Players.
- Review the result. The page lists the players added and any rows with problems.
Click Start Over to clear the file and the column choices.
| Result | What Import Does |
|---|---|
| New Player | Adds the player to Coach Binder and to this roster. |
| Already in Coach Binder | Adds the existing player with the same name and birth year. Import adds a full birthday when the player has none. Import changes no other detail. |
| Already on the roster | Skips the row. Import still adds a full birthday when the player has none. |
| A problem, in red | Skips the row. Fix the file and upload the file again. |
Upload a file again to fill in full birthdays. Import never changes a birthday already on file. When no player is new, the button reads Add 3 Birthdays, for example.
Preparing a Roster File
A roster file is a spreadsheet saved as a CSV file. The first row holds the column headings. Each row after the first is one player.
- On the import page, click Download Example.
- Open the file in a spreadsheet app.
- Replace the sample players with your own.
- Save the file as CSV. Upload the file on the import page.
| First Name | Last Name | Birthday | Shoots | Number | Away Number | Position | Status | Captaincy | Tags | Joined On | Contact 1 Name | Contact 1 Relationship | Contact 1 Email | Contact 1 Phone | Contact 2 Name | Contact 2 Relationship | Contact 2 Email | Contact 2 Phone |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Maya | Lindqvist | 2017-03-14 | L | 4 | F | C | PP1 | Erik Lindqvist | Parent | erik.lindqvist@example.com | 480 555 0142 | |||||||
| Theo | Okafor | 2017 | R | 11 | 14 | D | A | Ngozi Okafor | ngozi.okafor@example.com | |||||||||
| Jonah | Brecken | 7/22/2017 | L | 30 | G | Tryout | Goalie Group | Dana Brecken | Guardian | 480 555 0199 | ||||||||
| Ava | Marchetti | 2017-11-02 | R | 17 | F/D | Rostered | 2026-09-01 | Lucia Marchetti | Parent | lucia.marchetti@example.com | Paolo Marchetti | Parent | paolo.marchetti@example.com | 480 555 0107 |
The same file as text.
First Name,Last Name,Birthday,Shoots,Number,Away Number,Position,Status,Captaincy,Tags,Joined On,Contact 1 Name,Contact 1 Relationship,Contact 1 Email,Contact 1 Phone,Contact 2 Name,Contact 2 Relationship,Contact 2 Email,Contact 2 Phone
Maya,Lindqvist,2017-03-14,L,4,,F,,C,PP1,,Erik Lindqvist,Parent,erik.lindqvist@example.com,480 555 0142,,,,
Theo,Okafor,2017,R,11,14,D,,A,,,Ngozi Okafor,,ngozi.okafor@example.com,,,,,
Jonah,Brecken,7/22/2017,L,30,,G,Tryout,,Goalie Group,,Dana Brecken,Guardian,,480 555 0199,,,,
Ava,Marchetti,2017-11-02,R,17,,F/D,Rostered,,,2026-09-01,Lucia Marchetti,Parent,lucia.marchetti@example.com,,Paolo Marchetti,Parent,paolo.marchetti@example.com,480 555 0107
First Name and Last Name are required. Every other column is optional. Import leaves out any column set to Ignore.
| Field | Headings Import Recognizes | What to Enter | When Blank |
|---|---|---|---|
| First Name |
First Name, First, Given Name
| The player's first name. | Required. The row shows a problem. |
| Last Name |
Last Name, Last, Surname
| The player's last name. | Required. The row shows a problem. |
| Birthday |
Birthday, Birth Year, DOB, Date of Birth
|
A full date such as 2017-03-14, 3/14/2017 or March 14, 2017. A year alone such as 2017 also works.
| The player has no birthday on file. |
| Shoots |
Shoots, Shot, Hand
|
The hand the player shoots. Left and Right also work. Import sets Shoots on a new player only. L, R
| The player has no shot on file. |
| Number |
Number, Jersey #, No
| A whole number. Each active player on a team wears a different number. | The player has no number. |
| Away Number |
Away Number, Away #, Away Jersey
| A whole number for the away jersey. | The player has no away number. |
| Position |
Position, Pos
|
One position. A slash joins two or three positions. F, D, G, F/D, F/G, D/G, F/D/G
| The player has no position. |
| Status |
Status
|
One roster status. Rostered, Affiliate, Tryout, Inactive
| Rostered. |
| Captaincy |
Captaincy, Captain, Letter
|
The letter a captain or an alternate captain wears. C, A
| No letter. |
| Tags |
Tags, Groups, Labels
|
Coach labels such as PP1 or Goalie Group. Separate several tags with commas.
| The player has no tags. |
| Joined On |
Joined On, Joined, Start Date
|
A date such as 2026-09-01 or 9/1/2026.
| The first day of the season. |
| Contact 1 Name |
Contact 1 Name, Parent 1 Name, Parent 1, Guardian Name, Mother
| The name of a parent, guardian or other contact. A first name column and a last name column also work. | Import skips a contact with no name. The player still imports. |
| Contact 1 Relationship |
Contact 1 Relationship, Parent 1 Relationship, Relationship
|
Who the contact is to the player. Mother, Father, Mom and Dad read as Parent. Parent, Guardian, Player, Other
| Parent. |
| Contact 1 Email |
Contact 1 Email, Parent 1 Email, Email, Guardian Email
| An email address. | The contact has no email. |
| Contact 1 Phone |
Contact 1 Phone, Parent 1 Phone, Phone, Cell
| A phone number in any format. | The contact has no phone. |
| Contact 2 Name |
Contact 2 Name, Parent 2 Name, Parent 2
| A second contact, such as the other parent. | Import skips a contact with no name. The player still imports. |
| Contact 2 Relationship |
Contact 2 Relationship, Parent 2 Relationship
|
The same values as Contact 1 Relationship. Parent, Guardian, Player, Other
| Parent. |
| Contact 2 Email |
Contact 2 Email, Parent 2 Email
| An email address. | The contact has no email. |
| Contact 2 Phone |
Contact 2 Phone, Parent 2 Phone, Parent 2 Cell
| A phone number in any format. | The contact has no phone. |
Import matches headings without regard to case, spaces or punctuation. A heading such as date of birth also works.
| Player | What Import Does with the Birthday |
|---|---|
| New player | Saves the birthday in the row. |
| Already in Coach Binder | Adds a full birthday only when the player has none on file. Import never changes a birthday. |
| Already on the roster | Adds a full birthday only when the player has none on file. |
A row can add up to two contacts. Contact 1 becomes the primary contact when the player has none.
| Player | What Import Does with the Contacts |
|---|---|
| New player | Adds each contact in the row. |
| Already in Coach Binder | Adds a contact only when the player has no contact with the same email. Without an email, import compares names. |
| Already on the roster | Adds no contacts. |
Import skips a contact it cannot save. The player still imports. The result lists each skipped contact with its line and the reason. Add those contacts on the player's page.
| Why Skipped | What to Do |
|---|---|
| Contact 1 has no name. | Add the name on the player's page. |
| Contact 1 Email must have the @ sign. | Check the address. Add the contact on the player's page. |
| We cannot read the value in Contact 1 Relationship. | Use Parent, Guardian, Player or Other. |
| Contact 1 Relationship needs the player to be 13 or older. | Only a player 13 or older can be a contact. Choose another Relationship. |
A column can fill one of your custom player fields. Head the column with the field name. You can also select the field under Custom Fields in the column list.
Download Example adds a blank column for each custom player field.
- Organization Settings, Custom Fields How to add a custom player field.
| Player | What Import Does with Custom Fields |
|---|---|
| New player | Saves each value in the row. |
| Already in Coach Binder | Fills a field only when the player has no value in that field. Import never changes a value. |
| Already on the roster | Adds no values. |
| Field Type | What to Enter |
|---|---|
| Text | Up to 200 characters. |
| Number |
A number such as 1042.
|
| Date |
A date such as 2026-09-01 or 9/1/2026.
|
| Yes or No |
Yes, Y or X for yes. No or N for no.
|
| Choice List | One of the field's choices. Capital letters do not matter. |
Import skips a value the field cannot hold. The player still imports. The result lists each skipped value with the reason. Fill in those values on Edit Player.
| Problem | What to Do |
|---|---|
| Another active player on this team wears number 11. | Change the number in the file. You can also change the other player's number first. |
| Number 11 appears earlier in this file. | Give each player in the file a different number. |
| 2 players are named Eli Osei. | Add a Birthday column to tell the players apart. |
| We cannot read the value in Birthday. | Enter a full date with a four digit year, or a year alone. |
Tryouts and Evaluations
Lists players signed up for the team's tryouts and evaluations. Click Add to Team Roster to put a player on the roster. The player joins on the Roster On date.
Team Settings
Click the Settings tab on the team page to open the team settings. Save at the top of the page saves every panel.
- Abbreviation
- A short team code. Leave it blank to use the first letters of the Name. Each team in a season needs its own abbreviation.
- Accent
- The team color used on badges and cards.
- Profile Logo
- A square logo for the menu, cards and page header.
- Full Logo
- The full logo on the public page, every printed sheet and the covers of pocket and bench cards.
- What the Row Shows
- The numbers shown in the team's stat row. Clear every box to show the default set.
- Time Zone
- The time zone for the team's events. Leave on Organization Default to use the organization's time zone.
- Primary Location
- Fills in the location on events added from the season planner. Leave blank to use the organization's Primary Location.
- Start of Week
- The first day of the week in the season planner. Leave on Organization Default to use the organization's setting.
| Logo Button | What the Button Does |
|---|---|
| Save Logo or Save Profile Logo | Saves a new logo on a team that already exists. Each logo has its own button. |
| Replace Logo | Replaces the current logo. |
| Crop the Full Logo | Creates a profile logo from the full logo. |
| Use Organization Logo | Removes the team's own full logo. The team then uses the organization's logo. |
For the Public Page and Registrations panels, see Programs, registration and public pages.
Activity
Lists what changed on the team, newest first. The panel is at the bottom of the team page.
- What It Lists
- Roster changes, staff changes, schedule changes, signups and edits to the team's settings.
- Who Sees It
- Staff who can open the team page. A line about a team you cannot see stays out of the list.
- Details
- Click a line that names changes to see each old and new value.
- Show All
- The panel starts with the newest 5 lines. Click Show All to list every line.
Related
- Season Planner The team's season, week by week.
- Team and Custom Rosters, Who Is at an Event How the team roster combines with others on an event.
- Organization Settings, Scheduling Defaults Defaults a team inherits from the organization.