Club Settings Overview

The Settings area is where you configure how your club operates within Badminton Clubhouse.

Who Can Access Settings?

Access to Settings depends on your permissions:

• View settings permission - Can see the Settings menu and view configuration
• Manage settings permission - Can make changes to settings
• Roles & Permissions - Only Chairman and Secretary can access this section

If you don't see the Settings menu item, you don't have the required permission. Contact your Chairman to request access if needed.

Accessing Settings

Navigate to Admin > Settings from the sidebar. You'll see settings organized by category based on your permissions.

Settings Categories

Club Settings

Configure your club's basic information and branding.

Club Details:

• Club name and description
• Contact email and phone
• Website and social media links
• Club logo and colors

Venues:

• Create and manage multiple venues
• Set a primary venue for invitations
• Store full address details

See Managing Venues for detailed guidance.

Danger Zone:

• Permanently delete your club and all data
• Requires typing exact club name to confirm
• Cannot be undone

See Deleting Your Club for important information about this irreversible action.

Seasons:

• Create competition seasons
• Set the active season
• Archive past seasons

Events Settings

Configure event types for your club calendar.

Event Types:

• Create categories for events (Match, Training, Social, etc.)
• Assign colors for visual identification
• Set default durations

See Event Types for detailed guidance.

Member Settings

Configure how membership works in your club.

Memberships:

• Create membership tiers (Full, Junior, Social, etc.)
• Set pricing and duration
• Configure renewal options
• Archive discontinued memberships

See Memberships for detailed guidance.

Player Levels:

• Define skill levels for club sessions (Beginner, Intermediate, etc.)
• Assign colors for visual identification
• Help balance games on the peg board

See Player Levels for detailed guidance.

Custom Fields:

• Create additional fields to collect club-specific member information
• Choose field types: text, number, date, dropdown, checkbox, and more
• Control where fields appear (member table, member profile, or both)
• Set validation rules (required, min/max length, patterns)
• Fully supported in CSV import and CSV export

See Custom Fields below for detailed guidance.

Tags:

• Create tags to categorize members
• Organize members into groups
• Use for filtering and communications

Roles & Permissions:

• View available roles
• Understand role permissions
• Assign roles to members

Communication Settings

Configure how your club communicates.

Email Templates:

• Customize system emails
• Create reusable templates
• Manage merge fields

See Email Templates for detailed guidance.

System Settings

Advanced configuration and auditing.

Audit Log:

• View all system changes
• Track who made changes
• Review history for compliance

General Settings

Club Details

1. Navigate to Settings > Club Details
2. Update information as needed:

- Club Name - Your official club name

- Description - Brief description for the application form

- Contact Email - Primary contact for enquiries

- Contact Phone - Optional phone number

- Address - Club or venue address

1. Click Save Changes

Branding

Customize your club's appearance:

• Logo - Upload your club logo (recommended: square, min 200x200px)
• Primary Color - Main brand color used throughout the system
• Secondary Color - Accent color for highlights

Roles & Permissions

Roles determine what members can do in the system. Each role has a set of permissions that control access to features.

How Roles Work

• Roles are displayed in order of permission count (most permissions first)
• What matters is the permissions a role has, not the role name
• You can customise any role's permissions to match your club's needs
• Members can have multiple roles - they get all permissions from all their roles

Assigning Roles

1. Go to Admin > Settings > Roles & Permissions
2. Find the role you want to assign
3. Click Add and search for the member
4. Click on the member to assign the role

To remove a role, hover over the member's name and click the X button.

See Roles & Permissions for detailed information about each role and permission.

Tags

Tags provide flexible member categorization beyond standard filters.

Creating Tags

1. Navigate to Settings > Tags
2. Click "Add Tag"
3. Enter:

- Name - Short, descriptive name

- Color - Visual identifier

- Description - When to use this tag

1. Save the tag

Tag Examples

• Committee Approved - Verified by committee
• Payment Pending - Awaiting payment
• Coach - Qualified coaches
• Junior Helper - Junior assistance program
• Email Opt-Out - Don't include in mass emails

Applying Tags

Tags can be applied:

• Individually from member profiles
• In bulk from the member list
• Automatically through import

Custom Fields

Custom fields let you collect additional information about your members beyond the standard profile fields. For example, you might track a Badminton England membership number, dietary preferences for socials, or how members heard about the club.

Creating Custom Fields

1. Navigate to Admin > Settings > Custom Fields
2. Click Add Field
3. Configure the field:

- Name - The label shown to users (e.g., "BE Membership Number")

- Slug - Auto-generated URL-friendly identifier

- Field Type - Choose from: Text, Long Text, Number, Date, Select (dropdown), Multi-Select, Checkbox, URL, Email, Phone

- Section - Optional grouping label to organise fields together

- Placeholder - Hint text shown in empty fields

- Help Text - Additional guidance shown below the field

1. Click Save

Field Visibility Options

Each custom field has two visibility toggles:

| Option | Description |

|--------|-------------|

| Show in Members Table | The field appears as a selectable column in the admin members table (via the Columns button) |

| Show in Member Profile | The field appears on the member's profile page so they can view and edit it themselves |

If neither option is enabled, the field is only visible when editing a member from the admin side.

Validation Rules

You can set validation rules to ensure data quality:

• Required - Members must fill in this field
• Minimum Length / Maximum Length - For text fields, enforce character limits
• Minimum Value / Maximum Value - For number fields, enforce value ranges
• Pattern - A regular expression pattern the value must match (with a custom error message)

Validation is enforced both when members edit their own profile and when committee members edit on their behalf.

Managing Custom Fields

• Edit a field by clicking on it in the list
• Deactivate a field to hide it without deleting the data
• Reorder fields by dragging them (fields appear in this order on forms)

Tip: When you create a custom field with "Show in Members Table" enabled, it automatically appears in the column chooser on the admin members page. Committee members can then toggle it on or off like any other column.

Custom Fields in Import and Export

Custom fields are fully integrated with the member import and export features:

• Import: When importing members from CSV, all active custom fields appear as mapping targets in the field mapping step. The importer validates values against each field's type and rules (e.g., dates must be valid dates, select options must match defined values). See Importing Members from CSV for details.
• Export: When exporting members to CSV, all active custom fields appear in the "Custom Fields" group of the field selector. Values are formatted appropriately (e.g., Yes/No for checkboxes, comma-separated labels for multi-select). See Exporting Members to CSV for details.

Audit Log

The audit log records all significant actions:

• Member additions and changes
• Role assignments
• Settings modifications
• Application processing
• Email sending

Viewing the Audit Log

1. Navigate to Settings > Audit Log
2. Browse recent activity
3. Filter by:

- Action type

- User who performed action

- Date range

- Affected record

Audit Log Uses

• Compliance - Demonstrate proper data handling
• Troubleshooting - Investigate when things go wrong
• Accountability - Track who made changes
• Historical reference - Find when changes were made

Settings Best Practices

1. Review annually - Check settings at season start
2. Document changes - Use notes to explain why settings changed
3. Test after changes - Verify settings work as expected
4. Limit admin access - Only give admin roles to those who need them
5. Back up settings - Export configuration before major changes

Troubleshooting

Can't see the Settings menu

• You need the "View settings" permission to see Settings in the sidebar
• Contact your Chairman to check your role assignments

"Permission denied" error

• You may have view access but not edit access
• Some settings require the "Manage settings" permission
• Roles & Permissions requires Chairman or Secretary role

Settings not saving

• Check all required fields are filled
• Look for validation errors
• Try refreshing the page

Changes not appearing

• Clear your browser cache
• Wait a few moments for changes to propagate
• Ask other admins if they see the changes

Related Topics

• Memberships
• Player Levels
• Managing Venues
• Event Types
• Managing the Club Calendar
• Email Templates
• Deleting Your Club