January 2025 Release: CourtReserve Launches New Features & Product Updates

Jan 2025 CourtReserve Launches New Features and Updates

At CourtReserve, we’ve been hard at work making your platform even better for clubs and members.

Our latest releases are packed with exciting new features, powerful integrations, and usability improvements – all designed to simplify club management, enhance operations, and improve the member experience.

Here’s a quick look at what’s new:

Introducing our newest CourtReserve features & updates

Get ready to discover the latest updates and features we’ve rolled out – designed to simplify operations, boost efficiency, and enhance your overall club experience.

See our February Launch webinar covering all of January’s releases:

Video Transcript
(0:00) happy February my friends this is Ashley
(0:03) with court reserve and our amazing
(0:06) product team we are so excited I this is
(0:09) probably the most exciting webinar we’ve
(0:11) done up until this point there are so
(0:14) many things that this product team has
(0:17) worked on for you guys because of you
(0:19) guys so we’re really excited today uh
(0:22) just some uh housekeeping rules this
(0:24) will be recorded and we will throw it up
(0:26) on our YouTube channel um at some point
(0:29) today tomorrow and then if you have
(0:31) questions uh please put those in the Q&A
(0:34) section of the webinar we will answer
(0:36) those questions um but there’s a lot to
(0:38) go over today so the reason that I’m
(0:41) here today is I want you guys to know
(0:44) that catalyst is coming catalyst is
(0:48) Court reserves user conference now why
(0:50) should you consider coming to either
(0:53) Phoenix or Austin Well number one
(0:55) probably where you live in March and
(0:57) April it’s still going to be cold at
(0:59) your house so phix and Texas will be
(1:00) warmer number two you get to come hang
(1:03) out with me Kim Josh a lot of the Court
(1:07) Reserve team we’re going to go through
(1:08) the platform we’re going to help you
(1:10) just energize your platform use more of
(1:13) what’s in court Reserve learn more about
(1:15) what we have put in the platform in the
(1:17) last six months or a year see it’s
(1:19) really hard to do your day-to-day and
(1:21) then take the time at your own desk or
(1:24) while you’re on the court to even take
(1:26) the time to use the new stuff in court
(1:29) Reserve so so we’ve also reduced
(1:31) Catalyst to one day one full day so hop
(1:34) a Jet Plane buy your ticket today we’re
(1:37) going to feed you an amazing lunch it’s
(1:39) at beautiful locations and we’re going
(1:41) to have a great time if you have any
(1:43) questions I know Josh is going to put
(1:45) the links with all the FAQs in uh the
(1:48) chat box so you guys can click now a lot
(1:51) of you are probably on the east coast
(1:53) and you’ll say oh I’ll just wait I’m not
(1:55) sure when we’re going to have an East
(1:57) Coast venue and it definitely won’t be
(1:59) until either late summer or fall so if
(2:02) you’re on the East Coast you can easily
(2:04) get to Phoenix or Austin on an airplane
(2:07) so please sign up if you have any
(2:09) additional questions please let us know
(2:11) and Josh I’m excited let’s get
(2:17) started Al righty hello everybody hope
(2:19) you are doing well today we have a lot
(2:21) of exciting Integrations updates and
(2:25) features that we released back in
(2:26) January so let’s get started here um the
(2:29) first one that I have to go over today
(2:31) is an integration with a new Access
(2:34) Control provider Breo if you aren’t
(2:37) familiar with our Access Control
(2:39) Integrations these are going to be a way
(2:42) for you to restrict access to your
(2:44) facility and only allow players that
(2:47) have a booking or a registration on
(2:49) their account to access your
(2:52) facility with these Integrations you are
(2:54) going to be able to set up access
(2:56) control rules so you know if you need to
(2:59) own only restrict this access During
(3:01) certain hours of the day or certain days
(3:03) of the week you will be able to do so if
(3:07) you are familiar with remote lock there
(3:09) are going to be a few differences with
(3:11) the Breo integration so with remote lock
(3:15) there is a temporary pin code that is
(3:17) created for each reservation or event
(3:20) that is in your organization and Breo is
(3:22) a little bit different because instead
(3:24) of a pin code for each reservation or
(3:27) event there is going to be a six-digit
(3:29) pin pin code for every account in your
(3:32) organization and that PIN code is not
(3:34) going to change unless an admin goes in
(3:36) and manually changes that PIN code so
(3:40) with Breo um you know say I have a
(3:43) reservation on court 3 on Monday at 9:00
(3:46) A.M at 9:00 a on Monday Breo is going to
(3:50) move me to the access control group that
(3:52) is linked to court 3 and it’s going to
(3:54) move me in there so I can gain access to
(3:57) court 3 and then once my reservation is
(3:59) over it will take me out of that access
(4:02) control group so that way I’m not able
(4:04) to use my PIN code at an inappropriate
(4:07) time and I only get that access when I
(4:10) have a booking or I have a registration
(4:12) on my account so if you are familiar
(4:15) with remote lock um there are going to
(4:17) be a few differences if you are using
(4:20) Breo in terms of the setup page for
(4:23) Access Control so when you’re using Breo
(4:26) there is going to be an additional pin
(4:28) code Tab and this this is going to be
(4:30) where you can find the list of all
(4:32) accounts in your organization and also
(4:35) the PIN code that’s associated with that
(4:37) account you’ll also be able to reset
(4:39) players PIN codes from here so if we
(4:42) need to quickly search for a player uh
(4:45) maybe reset their pin code or maybe let
(4:47) them know what their pin code is you’ll
(4:49) be able to do that from the setup page
(4:52) you’ll also be able to do this from the
(4:54) player’s account so when we are under
(4:56) the details tab on a player’s account um
(4:59) you’re going to see this new PIN code
(5:01) section as well as that reset pin code
(5:04) button if you need to reset that
(5:06) player’s pin
(5:07) code so since every player is going to
(5:09) have an individual unique pin code here
(5:12) and it differs from remote lock in that
(5:14) way we have updated a few of the models
(5:18) that you’re going to see on the admin
(5:19) side so that way you can still quickly
(5:21) find all of these PIN codes here so when
(5:25) you are looking at a reservation or an
(5:28) event on a scheduler and you go to the
(5:30) view players or view registrant uh modal
(5:33) here we’re going to have this additional
(5:35) pin code column so that way you can
(5:38) quickly find the PIN codes for all
(5:40) players that are associated with that
(5:42) reservation or that
(5:44) event and with that there are also
(5:47) changes on the member side so that way
(5:49) members can easily find their PIN codes
(5:51) so when a player is on the my bookings
(5:54) page whether that be on desktop or the
(5:56) mobile app they are going to be able to
(5:59) see their pin code under each booking
(6:01) that they have on this page here players
(6:04) are also going to be able to see their
(6:06) pin code for all additional family
(6:08) members in their family so if I have a
(6:11) child that has a reservation or if a
(6:14) wife or husband maybe has a reservation
(6:16) that I’m not associated with I will
(6:18) still be able to see their pin code um
(6:21) and just to clarify there you’ll never
(6:23) be able to see the PIN code for another
(6:26) member that is not in your family so you
(6:28) only see the PIN codes for yourself or
(6:30) your family
(6:31) members if you’d like to learn more
(6:33) information on Breo we do have two
(6:36) articles in our knowledge base the first
(6:39) one is going to be getting started with
(6:41) Breo this article is going to briefly go
(6:44) over breo’s onboarding process it also
(6:47) has the point of contact if you want to
(6:49) get more information from Breo or start
(6:52) that onboarding process um and it also
(6:54) sort of clarifies what you will need to
(6:57) pay on Breo side versus Court Reserve
(6:59) side as well as getting your API key
(7:02) during that Breo onboarding process so
(7:04) after you have those locks set up at
(7:06) your facility you’re immediately ready
(7:08) to go with starting that integration in
(7:11) court
(7:13) Reserve all right uh another integration
(7:16) that we are very excited about yeah Jos
(7:18) sorry um took me a second for my my
(7:21) microphone to kick in there um there
(7:22) were a couple questions that came in
(7:24) about Breo can we um just pause and
(7:26) answer some of those real quick yeah of
(7:28) course all right right so um the first
(7:31) question that came in about Breo is how
(7:33) do you handle security PIN codes can be
(7:35) shared by members
(7:37) correct so it can be and in that case
(7:40) you would probably want to reset the pin
(7:42) code on a player’s account if you see
(7:45) that activity happening at your
(7:47) facility and if Breo is used are there
(7:51) Auto are the auto checked into are they
(7:54) Auto checked into court reserve for
(7:56) their activity do they still have to
(7:57) check in when they come to the club they
(8:00) will still need to check in um whether
(8:02) that be with the kiosk or the admin
(8:04) manually doing that but that is a good
(8:06) piece of feedback um and we have briefly
(8:08) talked about if there is a way to also
(8:11) automatically check in during that
(8:12) process so thank you for pointing that
(8:14) out and I’ll definitely make sure we
(8:16) keep note of that and see if that’s an
(8:18) improvement that we can make um and I
(8:21) see a lot of questions coming into the
(8:22) webinar chat if you guys could post them
(8:24) to the Q&A section um I know it’s a
(8:26) different button click um but that way
(8:28) once the question are answered we can um
(8:31) post the questions live for everyone and
(8:33) then they all get compiled into a list
(8:35) um there’s a couple more questions here
(8:37) is remote lock getting phased out so we
(8:39) see this new Breo opportunity but can we
(8:41) still use remote lock yes yes um we are
(8:44) not getting rid of the remote lock
(8:47) integration this is simply just another
(8:49) provider that organizations will be able
(8:51) to choose from for Access Control
(8:53) integration and there is another
(8:55) question around the types of locks um I
(8:58) guess if they already have
(8:59) um the remote lock integration would
(9:01) they have to purchase new locks if they
(9:03) were going to use
(9:04) Breo um that is something that I would
(9:07) check with Breo on during your
(9:09) onboarding process um and then also uh
(9:12) once you started the Breo onboarding
(9:14) process they will get you in contact
(9:16) with a local lock dealer for you um so
(9:19) that would that would be a question you
(9:20) would want to ask them once you get to
(9:22) that point um they can clarify what
(9:24) locks you would need to use in that
(9:27) case all right and then um one customer
(9:31) said that they emailed Breo and it keeps
(9:32) getting Kickback if you would please
(9:34) reach out to our support team just with
(9:36) your contact information we can
(9:38) definitely send that over to them and
(9:40) ask them to uh please get in touch with
(9:42) you um but yes we can definitely get you
(9:45) get you connected with them um and then
(9:48) another message says we have Breo
(9:50) readers that do not have a keypad users
(9:52) open the door with their phones can this
(9:54) new integration work with our existing
(9:57) keypad so right now we are not
(10:00) integrated with the Breo mobile app um
(10:02) we are aware that that’s another way of
(10:05) giving players access um and it’s
(10:07) another thing that we sort of briefly
(10:09) talked about when we started this
(10:11) integration um for this first phase
(10:13) we’re just integrated with the six-digit
(10:16) PIN code but we’re definitely happy to
(10:19) see you know how many people are
(10:20) interested in using that um and if
(10:22) that’s something that we would want to
(10:24) add to the integration in the future but
(10:26) for right now we’re just using the
(10:28) six-digit PIN code as part of the core
(10:30) Reserve
(10:31) integration all right
(10:35) um Perfect all right well it looks like
(10:38) we have answered the questions that have
(10:40) come in so far about Breo um if you have
(10:43) further questions we can Circle back to
(10:45) these later you guys we’ll also have a
(10:46) Q&A section at the end as well um and so
(10:50) Josh I’m going to let you keep going
(10:52) okay okay perfect sounds good all right
(10:56) um sorry I do see there is one more one
(10:58) more question just came in is the PIN
(11:00) code permanent by member um so the PIN
(11:03) code is going to remain the same on the
(11:06) member’s account so it different from
(11:09) remote lock in the sense where it’s not
(11:10) this temporary pin code that changes
(11:12) with each booking it’s going to be the
(11:14) same six digigit pin code that stays
(11:17) with that member but the admin does have
(11:19) the ability to reset that PIN code for
(11:22) the member if there’s any reason that it
(11:24) needs to be
(11:27) changed okay great
(11:29) um so yeah the next integration that we
(11:32) have that I’m also very excited about is
(11:34) we are now going to give access to our
(11:37) API right now this is going to be
(11:40) available just for the scale and the
(11:42) Enterprise subscription plans um we do
(11:44) hope to make this available for other
(11:47) tiers in the future but right now we’re
(11:49) just sort of getting feedback um seeing
(11:51) if there are any tweaks that we need to
(11:53) make and then hopefully in the future we
(11:55) can make this available for more
(11:57) customers but the API IND integration is
(11:59) going to be a great way for you to
(12:02) further integrate core Reserve features
(12:04) into any external platforms that you
(12:06) have so if you have an external website
(12:09) that players are used to going to um
(12:12) this is going to allow you to integrate
(12:14) more of those Court Reserve features
(12:16) into your website of course we have our
(12:19) widgets and those are still great but
(12:21) with the API integration you know you’re
(12:24) of course going to get a little bit more
(12:25) flexibility and customization in terms
(12:28) of how this information is presented to
(12:31) players on your website um and of course
(12:34) also with the API there’s going to be a
(12:36) lot more functionality than the widgets
(12:38) that we currently have so we do have an
(12:40) article in the knowledge base that goes
(12:42) over this
(12:43) integration in that article there is
(12:46) also a link to the overview article for
(12:48) the API access kind of just going over
(12:51) everything you will have access to um
(12:54) and then once you have enabled this
(12:57) add-on here um there’s also link for you
(12:59) to get that API documentation so all of
(13:03) that information should be there but of
(13:04) course you know if you have any
(13:06) additional questions feel free to reach
(13:08) out to our customer success team or
(13:10) check out that article that we have in
(13:12) our knowledge
(13:15) base all right and then for an update
(13:17) that we have made to the sales summary
(13:20) um we have added a new dropdown here for
(13:23) preset filters so something that we were
(13:26) seeing a lot in support was uh admins
(13:29) needing assistance with configuring this
(13:31) report to get specific information that
(13:33) they are looking for um or they were
(13:36) configuring it in a way where they
(13:38) thought they were getting information
(13:40) but it was slightly incorrect which was
(13:42) giving them incorrect information on the
(13:44) report so we added this preset filters
(13:48) option here so that way you don’t need
(13:50) to take time trying to configure this
(13:52) report correctly and also you know you
(13:55) can be assured that everything is set up
(13:57) exactly how you need it to be to get
(13:59) that
(14:00) information so we identified four
(14:04) options here that we felt were pretty
(14:06) essential based on what we were seeing
(14:08) in support Cash basis at the end of the
(14:10) month individual instructor revenue for
(14:14) last week this is going to prefilter
(14:16) just the first instructor that’s added
(14:18) to your organization but you can of
(14:20) course you know switch that instructor
(14:22) out with a different one if you need to
(14:24) get the revenue from a different
(14:26) instructor um we have revenue generated
(14:29) for last month and membership revenue
(14:31) generated for last month so again this
(14:34) hopefully is going to save a lot of time
(14:37) when you are going through the sales
(14:38) summary trying to get specific
(14:40) information but this can also just be a
(14:43) great stepping stone so maybe you have
(14:46) selected membership revenue generated
(14:49) but then you also just want to see the
(14:51) membership revenue generated for
(14:53) specific membership types you’ll still
(14:55) be able to filter and adjust all of the
(14:58) filters that we have on the sales
(15:00) summary this is just going to
(15:01) pre-configure it for you so that way um
(15:04) you don’t have to spend time making sure
(15:06) you have each filter set up specifically
(15:09) there again these are just four
(15:12) essential ones that we saw in support um
(15:15) we are more than happy to get your
(15:16) feedback so feel free to reach out to
(15:18) the customer success team or go over to
(15:21) our idea board if there are any more
(15:23) filters that you would like to see added
(15:25) here we’re more than happy to take a
(15:27) look and see if that’s something that we
(15:29) would want to add in the
(15:32) future hey Josh um there is a question
(15:35) um about the pret filters um it sounds
(15:39) like that somebody has the blank the
(15:42) blank space selected for preset filters
(15:44) and some areas are pre-loaded is it
(15:47) possible that it’s pulling in
(15:48) information from the last time that they
(15:50) visited that screen or should they reach
(15:52) out to
(15:53) support um I would recommend reaching
(15:55) out to support just to get some more
(15:57) information on what exactly is being
(16:00) pre-loaded there um there is that blank
(16:02) option there so that you know if you
(16:04) select you know individual instructor
(16:07) revenue and then you want to clear
(16:08) everything out um you can always hit
(16:10) that blank option but I I would take a
(16:13) look and send that over to support to
(16:15) see more specifics on that and see why
(16:17) that’s happening yeah if you would like
(16:19) please reach out to support and then we
(16:21) can take all of the information down and
(16:22) we can see me possibly what you’re
(16:24) looking at on your screen as well
(16:27) right okay great um so all right yeah so
(16:31) the last big thing that I have to go
(16:33) over is something that we actually
(16:35) released back in December but it was
(16:37) sort of in between our two big releases
(16:40) so I do want to point it out um we have
(16:43) sort of refreshed and updated the
(16:45) interface to all of the membership pages
(16:47) on the member portal both on desktop and
(16:50) the mobile app um I wanted to point this
(16:53) out because there are a few new things
(16:56) that are being highlighted on the
(16:58) membership card in the membership pages
(17:00) when members are purchasing a
(17:03) membership so two things that I want to
(17:05) point out here um is we have added these
(17:08) new badges to the membership cards so
(17:11) we’re now going to see a badge for
(17:12) whether a membership is an individual or
(17:15) family membership if you are using
(17:17) membership weight listing there’s going
(17:19) to be a full badge and then if there’s
(17:22) also any age restriction on a membership
(17:24) there will be a badge for that as well
(17:27) so now when players are looking for
(17:29) which membership they want to purchase
(17:31) they can quickly look at these badges
(17:33) here to help identify that perfect
(17:36) membership for them and below near the
(17:39) bottom of the membership card you’ll
(17:41) also see that we have some additional
(17:43) benefits that are being highlighted on
(17:45) the membership card if you would like to
(17:48) add any manually you can go to the edit
(17:50) membership page on the admin panel go
(17:53) over to the portal settings tab and then
(17:56) there’s an additional features table
(17:58) that we have there there that has always
(18:00) been there but we’ve wanted we wanted to
(18:02) update the functionality and sort of
(18:03) better highlight those features that are
(18:05) being manually added there so whenever
(18:08) you manually add one of these additional
(18:10) benefits here it’s then going to be
(18:13) added to the membership card down here
(18:16) um something I’ll also point out you’ll
(18:18) see on the bottom we have Reserve up to
(18:20) 7 days or 4 days in advance we do also
(18:23) have some pre-created ones that are
(18:25) based on the booking restrictions for a
(18:28) membership type so if you don’t have any
(18:30) that are manually added here we do also
(18:33) have some pre-created ones that you can
(18:35) take a look at um and that will display
(18:37) with the
(18:39) memberships Josh there is a question
(18:42) that came in is there a way of making it
(18:44) so that our guests and non-members can
(18:46) purchase a membership without having to
(18:48) cancel their membership on the admin
(18:51) side so this would be to cancel their
(18:54) current membership to purchase a new one
(18:57) yes yeah so that’s also going to
(19:00) actually be under portal settings I know
(19:02) the screenshot is a little bit small
(19:03) here um but under portal settings
(19:05) there’s going to be this setting that
(19:07) says don’t allow members to cancel or
(19:09) change membership if that is enabled
(19:12) that’s going to remove the ability to
(19:14) cancel the membership that’s currently
(19:16) on their account but if we uncheck this
(19:20) there’s then going to be a cancel and
(19:21) change membership button that appears on
(19:24) the member portal for the members so um
(19:27) once you have that unchecked
(19:29) players should then be able to change
(19:31) their membership themselves and if you
(19:33) have further questions about that please
(19:34) reach out to our support team they are
(19:36) so so knowledgeable when it comes to all
(19:38) of these portal settings and membership
(19:40) settings as well um so definitely reach
(19:42) out to them um and then uh Josh we have
(19:45) another question is there a way we can
(19:47) change the naming of a group of
(19:49) memberships like we offer um Court
(19:52) Reserve calls at a family membership or
(19:53) individual membership but they refer to
(19:55) them as other things in their in their
(19:57) um naming as is there a way that they
(19:59) can change those right now there is not
(20:02) a way to change that um I have seen that
(20:04) request in the past so that’s definitely
(20:06) something that I can I can pass along to
(20:08) our team and we can discuss further um
(20:11) but for right now there is not a way to
(20:13) sort of rename individual or family for
(20:16) those types of memberships um that’s
(20:19) always going to be what they are labeled
(20:20) in the system right now awesome all
(20:23) right it looks like we are caught up on
(20:25) questions if you want to keep going
(20:26) there’s some additional ones but I think
(20:27) we can hold those until the end when we
(20:29) have our open Q&A okay perfect um so
(20:32) yeah with the changes and the updates to
(20:35) the membership Pages um this also
(20:37) includes the membership details page
(20:40) that’s going to be the screenshot that
(20:41) we see on the left hand side of the
(20:43) screen right now um so again just trying
(20:46) to refresh and update the interface here
(20:49) better categorize all of the information
(20:51) that the member is looking at when they
(20:53) are purchasing a membership so you know
(20:56) if there are multiple pricing options
(20:58) available for a membership uh we have
(21:01) that option or that section on the
(21:03) bottom of the page um and then you’ll
(21:05) also be able to see these additional
(21:07) features that were manually added on the
(21:10) general section and then under the
(21:12) additional benefits this would be any of
(21:15) those additional benefits that are
(21:17) related to your booking restrictions for
(21:20) the specific membership um and we have
(21:23) also updated the payment page when you
(21:26) are paying for a membership as well so
(21:29) here you’ll see you know the information
(21:31) is just better categorized it’s a lot
(21:33) easier to sort of view each section that
(21:36) you are looking at here um and we have
(21:39) gotten some feedback related to players
(21:42) paying with account credit with on the
(21:45) membership page and also just better uh
(21:48) presenting the information for
(21:50) memberships when they are pro-rated so
(21:53) just want to let everybody know that we
(21:55) are working on that and we appreciate
(21:57) the admins that did reach out about that
(22:00) um we should see that additional
(22:02) functionality added into the system in
(22:04) the near future um we are working we are
(22:06) working on that and that is a PRI PRI
(22:08) priority for us to get
(22:11) updated all right and Josh there’s a
(22:13) couple questions that have come in here
(22:15) around the membership updates that we
(22:16) made so once a member joins a new
(22:19) membership does it make them sign the
(22:21) agreement again how does that
(22:23) work so it would depend on if it’s a
(22:26) membership agreement or a general
(22:28) liability waiver um so that may be
(22:31) something you just need to double check
(22:33) in terms of your signing rules if it’s a
(22:36) membership agreement it is going to
(22:38) require the player to resign that when
(22:42) they are purchasing that membership um
(22:44) we don’t have a screenshot of it here
(22:46) but we have also added the membership
(22:49) agreements to the bottom of this page so
(22:51) now signing that membership agreement is
(22:54) sort of going to be a part of this
(22:56) review and finalize process when they’re
(22:58) paying for the membership if it’s a
(23:01) general liability waiver um that’s going
(23:03) to depend on the agreement period that
(23:05) you have set up so that can be one time
(23:08) um with every update to the disclosure
(23:11) every calendar year so that may be
(23:13) something where you just need to double
(23:15) check how the signing rule is set up for
(23:17) the waiver um I would definitely
(23:19) recommend reaching out to support if
(23:21) you’re having any trouble there or if
(23:23) you’re just trying to better understand
(23:25) how you have it set up um they can
(23:27) definitely take a look there and sort of
(23:29) clarify how your waivers and membership
(23:31) Agreements are currently
(23:33) working all right and there is another
(23:35) question here just about member
(23:36) approvals um can non-members be Auto
(23:39) approved and other memberships have the
(23:41) auto approves or I’m sorry and other
(23:43) memberships have to be approved by the
(23:45) Admin um how does the approvals work
(23:48) yeah so right now um approvals is an All
(23:51) or Nothing setting so you can only
(23:53) enable it or disable it for all
(23:56) memberships in your organization I do
(23:58) know that this is something that we are
(24:00) aware of and we are working on right now
(24:03) on the product side so um in the future
(24:06) in the near future you know you’re going
(24:08) to be able to select which memberships
(24:10) need to be manually approved and which
(24:12) ones will be Auto approved um don’t want
(24:15) to give any specific dates there but
(24:17) just know that it is in in progress and
(24:19) we are working on making that
(24:21) update all right um there’s a question
(24:25) that came in towards the end oh can you
(24:27) go back to the portal settings page
(24:29) there is a question on the memberships P
(24:32) so on the membership page changes we
(24:34) mentioned do we use do we use settings
(24:37) to update those features so can you just
(24:39) uh briefly describe again how those
(24:41) features can be
(24:43) updated yeah so if you are editing a
(24:46) membership on the admin side and you go
(24:48) to the portal settings tab anything that
(24:51) you add to the additional features table
(24:54) right here is going to display on this
(24:56) membership card um I believe it will it
(24:59) will list up to five of them and then
(25:01) the remainder of them are going to
(25:03) display on the membership details page
(25:06) over here um but you’ll just need to go
(25:08) to portal settings the tab for portal
(25:10) settings um and then you just need to
(25:12) add the additional feature here once
(25:14) you’ve added that it’s going to display
(25:16) on the bottom of this membership
(25:19) card all right and we’ve come to the end
(25:22) of our QA again um so I’m going to let
(25:25) you keep going okay okay perfect yeah um
(25:28) so those were all of the big things that
(25:30) I wanted to go over today there were a
(25:32) few additional smaller features that we
(25:34) did release that I do want to point out
(25:37) so um now admins will have the ability
(25:41) to revert pre-loaded credit or manual
(25:43) adjustments that are added to a member’s
(25:46) account so previously there was no way
(25:49) to revert this after it has been
(25:51) processed and after that account credit
(25:53) has been added to a member’s account um
(25:57) and the only way to zero out would be to
(25:59) post a miscellaneous fee to get rid of
(26:01) that account credit which of course
(26:03) impacts fin the reporting and things
(26:05) like that so we have since updated it so
(26:08) you can revert pre-loaded credit and
(26:11) manual adjustments um that amount of
(26:14) account credit just needs to actively be
(26:17) available on the member’s account so if
(26:19) we’re reverting $50 of pre-loaded credit
(26:22) that player needs to have at least $50
(26:25) of account credit available on their
(26:27) account in order to successfully process
(26:30) that
(26:31) revert the second thing here is related
(26:34) to membership weight listing so a piece
(26:36) of feedback that we had gotten was when
(26:39) you are looking at the membership
(26:42) counter that’s saying how many
(26:43) memberships are in a specific membership
(26:45) type um or if you are setting a Max
(26:48) Capacity of active memberships allowed
(26:51) in your organization previously it would
(26:53) not include members that have maybe pre-
(26:57) purchased a membership or have that
(26:59) membership type but with a future start
(27:01) date so under memberships on the sidebar
(27:04) if you go to the memberships tab there’s
(27:06) now going to be a check box that you can
(27:08) enable and that will include pre-
(27:11) purchased memberships to any membership
(27:13) weight listing counters once you enable
(27:15) that and save changes you’ll then see
(27:18) any membership that has a future start
(27:20) date included in the counters for
(27:22) membership way
(27:24) listing um and then two new
(27:26) notifications that we have added into
(27:29) the system one of them is related to
(27:31) autoc cancellation so if you do have a
(27:34) membership set up to autoc cancel if
(27:37) it’s pass due for x amount of days there
(27:39) is now a notification option that you
(27:42) can enable both for system users and for
(27:44) players so that way they get notified
(27:47) whenever a membership has been autoc
(27:49) canell that is also the case with manual
(27:52) cancellations as well um so you can
(27:54) enable this for players so that way they
(27:57) get that specific membership or the
(27:59) specific notification when uh they have
(28:02) a membership that’s canceled on their
(28:05) account all right that has everything
(28:07) that I wanted to go over are there any
(28:09) questions before I hand it over to you
(28:11) Kim so Josh since we’re still in the
(28:14) middle here and we’re close to your
(28:16) slides can you jump back to the portal
(28:19) settings page that you were showing for
(28:21) the memberships I think that there is an
(28:23) answer to a question here while the
(28:24) screen is small um can we force the
(28:28) membership to add their payment profile
(28:30) we have different memberships and some
(28:32) may need payment profile and some may
(28:35) not yes so um right now when it comes to
(28:39) the signup form at your organization we
(28:44) can only require payment profile on the
(28:46) sign up form for all memberships or for
(28:49) no memberships but with that being said
(28:52) we can rather than require payment
(28:56) profile on the signup form we can
(28:58) require the payment profile When We are
(29:00) booking Courts online for specific
(29:03) memberships so you know you can say for
(29:07) this specific membership um we want to
(29:10) require them to add a payment profile in
(29:12) order to book any reservations moving
(29:15) forward so I think that would be the
(29:18) best option there um rather than
(29:20) requiring payment profile on the signup
(29:22) form just require those specific
(29:24) memberships to require payment profile
(29:27) when it comes time for them to book
(29:29) their first reservation um and you can
(29:31) also enable that for all events
(29:34) individually as
(29:36) well um and then okay it looks like we
(29:39) had some questions come in just about
(29:41) the autoc cancellation email um Can the
(29:44) autoc cancellation emails um sorry the
(29:47) autoc cancellation notifications be
(29:49) customized um do you want to take that
(29:50) one Josh yeah right now um there’s not a
(29:54) way to customize this notification um
(29:57) some thing that we would like to do this
(30:00) year is add the ability to customize all
(30:03) system notifications um not just Auto
(30:06) cancellation um right now we’re sort of
(30:09) looking through the email builders that
(30:11) we have and making sure that we are
(30:13) picking the best one and the most
(30:15) updated one when it comes time to
(30:18) allowing you to update all of those
(30:19) system notifications just so it’s a easy
(30:22) experience for you um but that is
(30:25) something that we are looking at and
(30:27) something we would hope to do this
(30:29) year all right and I’m just kind of
(30:34) scrolling um through
(30:39) here are we able to update the
(30:41) notification okay we answered that
(30:44) one
(30:45) [Music]
(30:46) um if someone um did you cover question
(30:51) did you cover a question about the
(30:52) payments payment
(30:54) reverting uh that was related to
(30:57) pre-loaded credit um okay so if the
(31:00) question is if someone was given $100
(31:02) credit via refund and then uses 50 it is
(31:04) it now as simple as reverting the
(31:06) remaining of the $50 credit or do we
(31:08) need to rewind the events of the past to
(31:10) revert the whole
(31:12) $100 so you would need to and I know
(31:15) this might get a little bit confusing
(31:17) you would need to revert the refund so
(31:19) that way all of the all of the money
(31:22) from that payment is now available for
(31:25) you to RT so um it wouldn’t impact that
(31:27) that specific case um you would still
(31:29) need to sort of revert the re the
(31:31) partial refund in order to revert the
(31:34) entire initial payment
(31:36) there um there is another question uh
(31:38) should be pretty simple I can take this
(31:40) one so how do you require a payment
(31:42) profile for events um so those required
(31:45) payment profiles for events are going to
(31:47) be within the actual event settings
(31:50) there is a tab at the very bottom where
(31:51) all of your memberships are where you
(31:53) put in your pricing and there is a check
(31:56) box on each membership line to require
(31:58) your payment profile um so you can say
(32:01) you know my visitors they have to have a
(32:04) payment profile while my members they
(32:06) don’t need a payment profile to
(32:09) register
(32:11) um we’ll answer that one at the
(32:16) end we’ll save a couple of these for the
(32:18) end because there’s some general stuff
(32:20) in
(32:22) there is the membership notification
(32:24) cancellation on the member live now
(32:26) today or is it coming it is live today
(32:30) um if you don’t have that going out you
(32:32) might want to check your notification
(32:35) settings under player you go to settings
(32:38) notifications um if you have any
(32:41) questions our live chat support team
(32:43) would be happy to assist you with that
(32:45) as well but if it’s not going out it
(32:46) might just be as simple as making sure
(32:48) that it’s
(32:49) enabled
(32:52) um all
(32:56) right can the payment Prof profile be
(32:58) set even if the event is free I will get
(33:00) to that one here shortly
(33:03) um okay perfect let’s keep going Josh
(33:06) all right that was actually all that I
(33:07) had so uh right on over to you all right
(33:11) I wanted to say really quick I forgot
(33:14) all about Mastermind uh if you’ll scroll
(33:18) back to the very beginning I I saw it
(33:20) once I’d already given it over so if you
(33:22) guys are a pickle ball facility you
(33:24) should at least come to Mastermind one
(33:25) time it is a phenomenal event it is all
(33:28) about how to run a pickleball Club
(33:30) successfully we are always there it’s
(33:32) awesome I know we’ll put the link in I
(33:35) know there’s a lot of you on here that
(33:36) have been to Mastermind and it is um
(33:39) it’s not just a couple of days of
(33:40) learning about how to run a pickleball
(33:41) Club but it’s literally a zoom call
(33:44) every month and a whole new group of
(33:45) pickleball people that you can reach out
(33:47) to and a new friend group that you can
(33:49) ask things to um I also wanted to let
(33:51) you know if you’ll flip back to the
(33:53) Catalyst slide lots of people are like
(33:55) hey are you coming here are you coming
(33:56) here these are the two we currently have
(33:58) for registration Now Phoenix in March
(34:01) Austin and April we are going to be in
(34:04) Seattle June 3D and Rancho Mirage
(34:08) California so the Palm Desert area June
(34:11) 10th those are the only four we have on
(34:13) the books right now so a lot of you are
(34:15) like are you coming to the east coast
(34:17) again nothing on the books right now so
(34:20) if you really want to learn about court
(34:22) Reserve in the next six months Phoenix
(34:24) Austin Seattle or the Desert California
(34:26) are your best options right
(34:29) now
(34:31) awesome all and Josh do you do you want
(34:34) to control for me or do you want to uh
(34:36) switch it over and I will control I can
(34:38) switch it over to you let me
(34:41) shop all right everybody give us just a
(34:43) second while we switch gears on
(34:45) presentations
(34:47) here all right Josh can you see my
(34:49) screen yes I can all right perfect okay
(34:52) here we go so for the second half of our
(34:55) webinar today I’m going to be uh
(34:57) starting with another integration that
(35:00) we released in 2025 with patch retention
(35:04) so patch retention is all around
(35:06) retaining your members automating and
(35:10) emailing customers Based on data synced
(35:12) from Court Reserve so it’s going to look
(35:15) through the API look at when your
(35:17) customers came you know and you can
(35:20) create automated email and text
(35:21) campaigns surrounding the activity that
(35:24) these users had at your Club um you’re
(35:26) going to be able to create personalized
(35:27) customer Journeys based on their
(35:29) interactions and preferences to keep
(35:31) them engaged so I want to send Ashley an
(35:34) email um just uh because it’s her
(35:37) birthday and so you can set up campaigns
(35:40) just around specific things about people
(35:42) and demographics and stuff like that all
(35:45) based on your court Reserve data um it’s
(35:48) been proven to increase customer
(35:49) retention and so Ashley’s did a demo for
(35:53) us um with the patch team last week and
(35:57) so we highly encourage you if you are
(35:59) interested in this integration please
(36:01) please please go to our YouTube channel
(36:03) you can see it up here on our screen
(36:04) youtube.com/ Court Reserve if you go to
(36:07) videos it’s going to be the last video
(36:08) that we posted um it’ll be the second
(36:10) video after today because we will uh
(36:13) upload today’s demo up there um but
(36:15) definitely check that out before
(36:17) scheduling your call with patch um
(36:21) because they go over tons of information
(36:23) in the journeys that you can create for
(36:25) customers um it’s definitely definitely
(36:28) a worthwhile integration to have at your
(36:29) facility Ashley you want to share what
(36:32) old Coast is going to be doing with h
(36:34) patch yeah so we are coming up on a year
(36:37) of having our own pickle ball Club here
(36:39) in St Augustine and we’ve had Patchan
(36:41) for about four months now because we
(36:43) were one of the beta tests of course it
(36:46) what it’s done is it’s allowed us to
(36:48) kind of set it and forget it right so if
(36:51) you’re one of those folks that want to
(36:52) set up emails to go out on a certain day
(36:54) or you want to send an email or a text
(36:57) or something a week after a new player
(36:59) has been to your Club patches your
(37:01) answer um these are the things that we
(37:04) considered building into court Reserve
(37:06) but patch already does such a great job
(37:08) it was an easier and quicker integration
(37:10) for us to do with them and then it
(37:12) allows you to have this quicker as well
(37:15) so highly recommend taking what is it 57
(37:19) minutes and watching that webinar on
(37:21) YouTube and then if you are interested
(37:24) based on what you hear uh he goes
(37:26) through the patch uh team goes through
(37:28) what it does the benefits of it um and
(37:31) then you can set up a demo call
(37:33) specifically for what you’re looking for
(37:35) it’s a great group of guys U they’re
(37:38) small like Court Reserve uh we we really
(37:40) have enjoyed our relationship with them
(37:42) we highly recommend you look into this
(37:44) if you’re wanting to create that
(37:45) personalized customer Journey you know
(37:48) discounts birthday reminders like
(37:50) there’s all kinds of stuff you can do
(37:52) and I would highly recommend it because
(37:53) we’re really um using it at ocp for sure
(37:58) awesome it’s super exciting I know one
(37:59) of the examples that he gave on the
(38:01) customer Journey was just you know after
(38:04) somebody comes to your facility you can
(38:06) create a customer Journey that will send
(38:07) them a text message to even take give
(38:09) you a review on Google and the way that
(38:11) they’ve thought about it and the way
(38:13) that they direct People based on if they
(38:15) have feedback for you or if they have a
(38:17) positive experience they want to share
(38:19) their experience it’s it’s really
(38:21) amazing and so you can really really
(38:22) drive that drive additional Revenue that
(38:24) way with the patch integration
(38:27) all right the next one is an exciting
(38:29) update for our customers in Canada that
(38:31) are using Stripes so um I believe it was
(38:35) fall of um
(38:38) 2023 we released um you know the stripe
(38:41) terminal integration and so we’re
(38:43) continuing on with releasing more
(38:46) information or more things that are
(38:48) compatible with stripe for our customers
(38:49) in Canada and so we have a closed beta
(38:52) option that is available now for our
(38:54) stripe customers that are in Canada and
(38:56) so what we we have offered now to our
(38:58) stripe customers in Canada is
(38:59) pre-authorized debit or p as it’s known
(39:02) in Canada and pre-authorized debit if
(39:05) you were to compare it in the United
(39:06) States it would be an A so it’s a bank
(39:08) transfer um that customers can use
(39:11) within Court Reserve so they don’t have
(39:13) you they don’t always have to rely on
(39:14) credit cards you don’t have to use
(39:16) credit cards um the fees are a lot lower
(39:19) when you’re going with the pad route as
(39:21) they are with a and so you can set up um
(39:24) seamless automations just your recurring
(39:26) payments without that man ual entry you
(39:28) can lower your transaction fees as I
(39:30) mentioned and then it reduces payment
(39:32) failures and delays for clubs as well if
(39:35) you are interested we haven’t fully
(39:37) released this yet it is still in beta we
(39:39) are looking for some customers that will
(39:41) assist us with this closed beta um if
(39:44) you are interested in betaing the stripe
(39:47) pad um payment option please reach out
(39:50) to our live chat s Port team um they
(39:52) have a form that our product owner that
(39:55) is handling that integration they have a
(39:56) form that you’ll need to complete and
(39:58) then um our product owner Scott will get
(40:00) in touch with you um but please reach
(40:03) out we’re super excited to be able to
(40:04) offer addition payment options in
(40:08) Canada all right there’s a quick
(40:10) question on patch that I just wanted to
(40:12) point out really quick um they were
(40:14) wondering if patch is going to be
(40:15) available at every subscription level
(40:18) and if there is any pricing for that
(40:21) integration um we would be happy to
(40:24) answer that through our uh support team
(40:26) I do not have that information in front
(40:28) of me at the moment I do not want to
(40:30) steer anybody wrong there um but
(40:33) definitely reach out to our live chat
(40:34) support team I believe it’s also listed
(40:36) in the article as well there are some
(40:38) tiers that will have it included as an
(40:40) integration there are some tiers that
(40:42) will have to I believe pay extra for um
(40:46) and if we you know I know that there’s
(40:47) been talk about extending availability
(40:49) there to maybe some other tiers as well
(40:50) but they will have information on what
(40:52) is available on that pricing structure I
(40:55) can actually answer that so uh yep patch
(40:58) is available for all customers all tiers
(41:01) at no additional charge on the court
(41:03) Reserve side now patch does have a fee
(41:06) to use patch on the patch side but court
(41:08) reserves not charging for that at this
(41:11) time awesome um any other questions
(41:14) around patch Josh I also see a question
(41:16) around stripe in the P I’d be happy to
(41:19) take that one now as well um does this
(41:22) mean so going back to stripe in the pad
(41:25) does this mean we can also offer debit
(41:27) on the stripe terminal or is pad the
(41:29) only option so I Believe by debit you’re
(41:32) referencing um interact payments and so
(41:34) interact payments right now is something
(41:36) that we are still working on we decided
(41:39) to do um the pad first um I believe we
(41:42) are still going to be looking into and
(41:45) moving forward I believe we’re going to
(41:47) be doing some more work with the intera
(41:50) system just because there’s so many
(41:51) rules and regulations surrounding usage
(41:54) of interact payments and so we have to
(41:55) make some updates in our system in order
(41:57) to be compatible with that integration
(41:59) on interact payments so possibly in the
(42:02) future we will um but pad is the newest
(42:06) update that we are offering for stripe
(42:08) customers that you that are in Canada
(42:10) sorry I do want to make sure people
(42:11) understand that that is for Canadian
(42:14) customers all
(42:16) right anything else Josh yeah there was
(42:20) one question on on patch um it says how
(42:23) do you integrate discounts with patch is
(42:26) that automatic
(42:27) we have a patch integration but no way
(42:29) to integrate discounting or automatic
(42:31) credits at this time yeah we don’t have
(42:34) um I know that that is on the feedback
(42:37) that we have received from patch um and
(42:39) so we’re hoping to do some work around
(42:41) promo codes and things like that this
(42:43) year so that will Poss be a possibility
(42:46) in the future um but right now it’s
(42:48) about setting up those automations and
(42:50) creating those customer
(42:53) Journeys all right okay Josh I’m going
(42:57) to keep going here I see we have some
(42:59) questions that we can also probably take
(43:01) at the end um okay so another small
(43:04) feature and there was a question around
(43:06) this earlier in the webinar so I’ll go
(43:08) ahead and answer this question as well
(43:09) but one of the updates that we made
(43:11) within the last release so when I say
(43:13) the last release in January this
(43:15) actually got released probably in
(43:17) December um so we are you know rolling
(43:19) out some of the Small Things um but if
(43:22) you have events that are free now an
(43:24) admin can require a payment profile so
(43:27) previously the logic did not support
(43:29) this so previously if you put in $0 here
(43:32) on your pricing and then you went to
(43:34) require a payment profile when you saved
(43:36) the page the required payment profile
(43:39) would actually be unchecked so those two
(43:41) P those two pieces were linked together
(43:44) so we decoupled them and so now you can
(43:47) offer that drop in price for free or
(43:49) that um event price for free but still
(43:52) require those users to submit a payment
(43:54) profile when they register to the event
(43:57) um kind of closing that Gap because we
(43:59) know that that um was something that
(44:01) kind of people were getting through the
(44:03) system a little bit with those payment
(44:04) profiles so we’ve closed the Gap there
(44:06) so now you can make an event free and
(44:08) you can also require the payment profile
(44:10) when you save now that setting is going
(44:12) to be saved as well um and for the
(44:15) person that asked earlier in the webinar
(44:17) how can I require upfront payments for
(44:20) my events um that’s going to be here on
(44:22) this slide as you can see right here so
(44:24) um you have a column here called require
(44:27) up front payment so if I wanted to
(44:28) require upfront payment for maybe my
(44:30) free player membership but um I didn’t
(44:34) want to for my gold family membership
(44:35) you know I can just uncheck this box and
(44:38) then these players will just be able to
(44:40) register without requiring upfront
(44:44) payment all right and then just a couple
(44:47) more items here to talk about today
(44:49) before we get to our main Q&A um so
(44:51) another update that we made that was
(44:53) released in the last month was editing a
(44:55) free reservation type on the member
(44:58) portal so if a member was previously
(45:02) editing a free reservation type and then
(45:04) they made it to a reservation type that
(45:06) was paid but you were also requiring
(45:08) upfront payments they were able to
(45:10) change it to a paid reservation type and
(45:13) not have to pay for it um so we’ve kind
(45:15) of reversed that logic as well so now
(45:18) when you’re editing a free reservation
(45:20) type to a paid reservation type on the
(45:23) member portal upfront payment will be
(45:25) required and it will will cancel that
(45:27) reservation if they do not submit the
(45:30) payment in the allotted time um so just
(45:32) that’s a good one to know for your
(45:34) members we did close the loop there
(45:35) there was a lot of support requests for
(45:37) that um so we did make that update as
(45:40) well and then the next update we made
(45:42) was around the discounting features so
(45:45) discounts are those free benefits that
(45:47) you can offer to your members like um
(45:50) free hours per week or free events per
(45:53) week and things like that but one of the
(45:55) things that we did was we made the
(45:57) calculation for that um the number of
(46:00) frees per week based on your
(46:03) organization start day of the week
(46:05) previously I believe it went Sunday
(46:07) through Saturday and so if your start
(46:09) day of the week was Monday things were
(46:11) off a little bit when it came to the
(46:13) calculations and we had a lot of support
(46:15) around that so we made the um weekly
(46:18) discounts just reflect what your
(46:20) organization start day of the week is so
(46:22) if your if your start day of the week is
(46:24) Monday through Sunday now those hourlies
(46:28) per week or those discounts that are
(46:29) based on a weekly Cadence those are
(46:31) going to be offered to your me or those
(46:33) are going to roll um roll back to what
(46:35) their weeklys are on that Monday so it’s
(46:38) a little bit easier for people to keep
(46:39) track of what discounting they still
(46:41) have
(46:42) available and then another one that we
(46:44) did that we were super excited about um
(46:47) just from our uh support team was just
(46:50) being able to copy custom costs so um if
(46:53) you’re not familiar with custom costs
(46:54) custom costs are super powerful they
(46:57) allow you to set different cost
(46:58) customizations for membership types
(47:00) times of day Court types things like
(47:02) that um but one of the things that
(47:05) people would run into is that they would
(47:07) set up a new membership and then they
(47:09) you know maybe didn’t have their custom
(47:10) cost set up and then you know you have
(47:13) to go set up each one individually and
(47:15) all I wanted to do was make it look like
(47:17) membership a and so now if you have an
(47:19) empty column in one of your um
(47:22) membership Types on your custom cost
(47:24) page you can actually there’s a drop
(47:25) down that says um that you can copy it
(47:28) from another membership so you can
(47:29) quickly copy it from another column um
(47:32) and then it’s just a lot simpler for
(47:34) setting up those custom cost if you know
(47:35) that they’re going to be the same across
(47:37) different
(47:38) memberships all right Josh any questions
(47:41) about any of these small But Mighty
(47:44) features that we
(47:45) updated yeah so I’ll go over a few of
(47:48) the ones that were uh from projects that
(47:51) you had covered and then I’ll kind of go
(47:52) back to the top of the list um does the
(47:54) use of patch impact our email or text
(47:58) monthly
(47:59) limits um Ashley feel free to jump in
(48:03) here if you know the answer to this
(48:05) question I believe that the text
(48:06) messaging feature that patch offers goes
(48:09) directly from patch if I’m not mistaken
(48:11) I do know that he covered this in the
(48:13) webinar but I believe that the
(48:15) organization gets a gets a number from
(48:19) patch um from their side of it and then
(48:21) they are yes sent through patch is that
(48:24) how that works yes the text com out a
(48:27) patch and there is a cost to the text um
(48:30) so again once you watch the webinar I
(48:32) would highly recommend scheduling a demo
(48:34) with them and that way you can be up to
(48:36) date on you know exactly what that looks
(48:38) like for your
(48:39) facility awesome thank you for that all
(48:43) right all right and then the next one
(48:45) just based on uh the the features that
(48:48) you had went over um discounting does it
(48:51) need to be set up by membership type or
(48:53) can it be done by for single members
(48:58) Josh do you mind taking that one I
(48:59) believe you’ve worked on the discounting
(49:01) more recently than I did with some of
(49:03) the work that we’ve done in the last
(49:04) year on discounting right yeah so
(49:06) discounting is all going to be set up um
(49:09) and we’re talking about the free
(49:11) benefits feature where you get you know
(49:12) free reservations or free events every
(49:15) day week or month um this is going to be
(49:18) set up by membership type so there’s no
(49:20) way to override this for a specific
(49:22) member and give them more free benefits
(49:25) or less um all of that is going to be
(49:27) done you know by membership type for all
(49:30) members in a specific membership
(49:33) type awesome um the next one just based
(49:37) on the features you went over is there
(49:39) allowed time to pay for a reservation
(49:41) that has changed from free to paid um
(49:44) like has that number been reset or
(49:46) preset or can an admin set that time
(49:49) frame right oh sorry go ahead oh go
(49:52) ahead go ahead I’ll let you pick up I
(49:55) was just gonna say um it’s gonna be a
(49:56) 15-minute time window for for any type
(49:59) of upfront payment that needs to be done
(50:01) so that also applies to the case where
(50:04) you have a free reservation and you edit
(50:05) it so that it now has a fee associated
(50:08) with it yeah so as you can see on my
(50:10) screen I’ve jumped back over here to um
(50:13) Josh’s slide for the hold time on the
(50:14) reservations minimum 15 minutes so this
(50:17) is your um how much time that the player
(50:20) is going to have when they book that
(50:22) paid reservation on the member portal if
(50:24) you are requiring upfront payment on
(50:25) reservation so so um if they switch from
(50:29) free to paid it’s going to go to that
(50:30) 15minute interval and so then they’ll
(50:33) have 15 minutes to pay for that in this
(50:35) instance um that’s what we default set
(50:38) it to but you can you know make that um
(50:41) higher if you would like um but 15
(50:44) minutes is going to be the minimum
(50:46) there all right all right any other
(50:48) questions about these features here Josh
(50:51) let me see if there are any specific
(50:53) ones on the features you went over if
(50:56) not we can just start from the top of
(50:58) the list here all right see okay so now
(51:01) we’re moving into our sorry I’ll just
(51:03) tell people we’re going to move into the
(51:04) Q&A section right now so if there’s
(51:06) something that we didn’t didn’t cover um
(51:08) go ahead and drop it into the QA we do
(51:10) have a list that we will go through here
(51:12) that we see that you guys have been
(51:13) submitting throughout um also I just
(51:16) want to make everybody aware too that
(51:18) everything that we are talking about
(51:19) today is can be found here if you’re
(51:22) logged into the admin site of Court
(51:24) Reserve there is a megaphone and so when
(51:26) we do a new features release um a lot of
(51:29) times there’s going to be a red dot here
(51:32) and so that’ll tell you that there’s
(51:33) something new but if you click on that
(51:34) megaphone up in the top right corner
(51:35) next to your name you’re going to go to
(51:37) our um go to our release notes and so
(51:40) this is where all of the details to
(51:42) everything that we’re that we’re telling
(51:43) you about today is listed with links to
(51:46) articles YouTube videos things like that
(51:48) so definitely be sure to check out the
(51:51) um new release notes that we submitted
(51:53) or that we released um for last month um
(51:57) but Josh you want to start with some uh
(51:59) questions and we can just kind of work
(52:01) through work through what we’ve got here
(52:02) I see there’s quite a few yes so there’s
(52:04) actually two more related to the
(52:06) features that you have and I’ll go back
(52:07) up to the top of the list that I cut you
(52:09) off early you’re all good you’re all
(52:11) good um so the addition of custom or
(52:14) copy custom cost is amazing could you
(52:17) quickly go over where that setting would
(52:19) be in the settings or when you see that
(52:22) ability to copy the C where do I see
(52:24) that so you’re going to go to setting
(52:27) and then you have a cost button um I
(52:30) forget which row color that is but you
(52:32) have a cost row there is a tab when you
(52:35) go enter that cost space and it’s called
(52:38) custom cost so it’s next to your court
(52:40) costs um I’m going to I’ll just navigate
(52:43) there really quick um it won’t take me
(52:45) that long to get there um so when you go
(52:49) over to settings you’re going to go
(52:54) to costs down here under your book
(52:56) settings row it’s the yellow row and
(52:59) then your tab up here for custom court
(53:01) costs and so as you can see here I have
(53:04) um this drop down here for copy and
(53:08) costs zoom in a little bit and so then I
(53:11) will get a modal that pops up that just
(53:13) says which membership do you want to
(53:15) copy these costs from and so you can
(53:17) select any one of your memberships that
(53:18) have costs and it will copy them right
(53:20) into that active window for you um if I
(53:23) wanted to if I thought oh my gosh I
(53:26) picked the wrong one you can actually
(53:28) just as long as this column is empty you
(53:31) can recopy the costs again it will go
(53:33) back to this state um but you do have to
(53:36) delete all of the custom costs that are
(53:38) in
(53:39) here awesome thank you very much
(53:42) absolutely one more relates to the
(53:44) features that you went over and then
(53:45) we’ll go to the top of the list um is
(53:47) there any way to have free items or
(53:50) these discounts or free benefits in an
(53:52) annual form um right now that’s not
(53:54) possible the only frequencies that we
(53:57) have are daily weekly and monthly but we
(54:00) don’t have any type of annual frequency
(54:03) that you can set those up for but we
(54:05) appreciate that feedback and I’ll
(54:07) definitely keep note of that
(54:09) one all right all right so let me just
(54:12) jump back up to the top of the list here
(54:15) um so there’s a question on I believe
(54:18) it’s the the sales summary preset
(54:21) filters so for revenue generated do you
(54:24) need to check if it is fees post or fees
(54:27) paid or is something preset so with
(54:30) actually all of these options here it is
(54:32) going to preset the fee status to paid
(54:36) um or or the option that would be
(54:38) appropriate for that specific option
(54:40) that you are selecting um we we went in
(54:43) and made sure you know every single
(54:45) filter on the sales summary would be set
(54:47) up correctly to get the appropriate
(54:49) information that you are looking for so
(54:52) that all will be covered in the filters
(54:54) that we are presetting
(54:56) all right I see a couple questions in
(54:59) here about leagues um so I know that is
(55:02) a Hot Topic and everybody wants to know
(55:03) when we’re going to be doing more with
(55:05) leagues and releasing more items with
(55:06) leagues um we’re working on it I promise
(55:10) you we have some exciting things in the
(55:11) works for leagues um we’re also working
(55:14) on uh another feature that relates to
(55:17) leagues as well so we’ll have more
(55:18) information on that hopefully this
(55:20) spring for you um but uh partner you
(55:23) know all of the partner type stuff and
(55:25) partner events and partner leagues that
(55:27) is all in our planning um we are
(55:29) planning on working that and addressing
(55:30) all of those features uh but to make
(55:32) them uh you know great features we it
(55:35) takes time and so we have a process that
(55:37) we go through you know when it comes to
(55:39) even just writing requirements and what
(55:41) it looks like the ux piece of it and
(55:43) then there’s thorough testing that goes
(55:45) through on all of it to make sure that
(55:47) it’s that’s great for your your systems
(55:48) and your members so I promise we’re
(55:50) working on it um and we’ll have it to
(55:52) you as soon as we
(55:53) can perfect right o two questions that I
(55:58) see related to packages that I wanted to
(56:00) cover since that’s actually something
(56:02) that I’m working on right now um so one
(56:05) of the questions is related to adding a
(56:08) a package you know sort of header link
(56:10) on the member portal so that way players
(56:12) can easily take a look at all of the
(56:14) packages that are you know available for
(56:16) them to purchase and another one has to
(56:19) do with the limitation where you cannot
(56:21) edit a reservation if it’s been paid for
(56:24) with a package um something that I’m
(56:27) actually working on right now is
(56:29) identifying all of these package
(56:30) limitations and making sure these
(56:32) updates get made um those two I already
(56:35) have on my list so my team and I are
(56:37) going to go through um see which updates
(56:41) would be you know the highest priority
(56:44) um and we’re also planning on
(56:45) interviewing a few customers to go over
(56:48) what updates they would like to see so I
(56:51) have kept note of both of your names
(56:53) just want you both to be aware that we
(56:55) are taking a look look and seeing how we
(56:57) can make these updates to to better the
(56:59) packages
(57:00) feature all right and Josh it looks like
(57:03) we’ve only got about three minutes left
(57:04) I can’t believe how quickly this webinar
(57:06) went
(57:07) by um let’s see can Court Reserve emails
(57:10) be scheduled or would we need to use the
(57:12) patch to schedule campaigns Josh I’m
(57:14) gonna let you answer that
(57:16) question yeah so something that we did
(57:19) not end up releasing this release but we
(57:22) we should see you know either during our
(57:24) next release or prior to that um we are
(57:27) looking to sort of update just all of
(57:29) the functionality around creating emails
(57:32) saving draft emails uh creating and
(57:35) managing email templates um so that is
(57:37) something that you should be able to see
(57:40) in the near future we are really just
(57:42) sort of finalizing that feature there
(57:44) before we start um making that available
(57:47) for some beta customers and things like
(57:49) that but um do know we are sort of
(57:51) working on you know just really adding a
(57:54) lot more functionality to the emails um
(57:57) and what you’re able to do with them the
(57:59) next phase after we have this next
(58:02) release for emails would be more around
(58:04) creating audiences scheduling emails and
(58:06) things like that so um that’s something
(58:09) we’re looking into and and we should see
(58:11) in the
(58:11) future um here’s another one that Josh
(58:14) maybe you can shed some light on our
(58:16) club offers a free guest pass to
(58:18) everyone I’m sorry our club offers a
(58:20) free guest pass everyone every month is
(58:24) there a way to automate this so we don’t
(58:25) have have to manually wipe out one guest
(58:27) fee per month for each
(58:30) month right now um we don’t have a great
(58:34) way to offer that free guest pass um
(58:37) that is something that we are sort of
(58:39) taking a look at and seeing the best way
(58:41) that we can achieve that um do know that
(58:44) that is something that we we know is a
(58:46) priority and that customers want to see
(58:48) and we are sort of taking a look at the
(58:50) best way that that you can achieve that
(58:52) so that’s something that we’re looking
(58:53) into right now okay um I’m going to
(58:56) answer this question here could we make
(58:58) a way to delete all for custom costs in
(59:00) the membership type I don’t want to um
(59:03) but you know they’re redoing their
(59:04) pricing and it took an hour to delete
(59:06) all the costs um we’ll look into it I
(59:09) appreciate the feedback delete all
(59:11) things are just very very dangerous for
(59:14) us um and so you know we try to reduce
(59:17) the amount of eror as much error as we
(59:19) can and so you know we will consider a
(59:22) delete all function um but at this time
(59:24) we do not have a delete all function
(59:26) especially for the custom cost but it is
(59:28) it is a good feedback um and I’m sorry
(59:30) it did take you a little bit long to do
(59:32) the pricing
(59:34) there all right so I did see a question
(59:38) come in about the API as well could we
(59:40) cover that um so we are just about out
(59:43) of time here but I will um what we’ll do
(59:46) if you miss the first part of the
(59:47) webinar if possibly today most likely
(59:51) tomorrow we like to give ourselves 24
(59:53) hours but if you joined the webinar late
(59:55) I do do recommend going back to our
(59:57) YouTube channel and just reviewing the
(59:59) section on the API and things like that
(60:02) um I believe there’s also some great
(60:03) information in the article that we
(60:05) dropped in the chat uh as well so if you
(60:08) would like more information on the API
(60:10) you can reach out to our customer
(60:11) success team um review that article and
(60:13) then come back and review um that the
(60:16) YouTube video for this webinar tomorrow
(60:18) um and we’ll have some some uh
(60:20) information for you there with that um
(60:24) all right so Josh we have a couple a lot
(60:26) of stuff here in the QA section that we
(60:28) didn’t review but um if we did not
(60:30) answer your question we um Josh and I
(60:33) are going to go through them after the
(60:34) webinar is over we’ll shoot you an email
(60:36) because we do have your name and your
(60:38) email address that you used when you
(60:40) signed up um I just want to thank
(60:42) everybody so much for joining today we
(60:44) have so Josh and I and our team are
(60:46) working on so many great things um to
(60:48) bring to you in 2025 um but uh we hope
(60:53) that uh we’ll see you again here in a
(60:55) couple months our next release is going
(60:56) to be in April um the Cadence that we
(60:59) are doing now with our releases is uh
(61:01) quarterly so we’ll do release
(61:03) announcements um quarterly we’re
(61:05) targeting April July October and then
(61:08) January of 2026 um so we’ll have more
(61:11) great things for you there we are going
(61:13) to be releasing small things here and
(61:15) there like some of the Quick Pick items
(61:16) that we talked about a couple slides ago
(61:18) um but a lot of the big stuff is going
(61:20) to be waiting for larger releases all
(61:22) right so again if uh we didn’t cover
(61:24) your Q&A Josh and I are going to go
(61:26) through and uh answer some of those
(61:28) questions we’ll sh you shoot you emails
(61:30) but have a great day everybody thank you
(61:32) so much for joining us thank you
(61:34) everybody everybody

🆕 Brivo integration: Smarter access control for your club

We’ve partnered with Brivo, a cloud-based access control solution, to bring you a brand-new CourtReserve integration for entry management and facility security. In other words, the Brivo integration allows you to manage your members’ access to courts, doors, and restricted areas.

With the CourtReserve x Brivo integration, you can:

  • Grant unique PIN codes: Each member is assigned a secure PIN code, automatically linked to their CourtReserve account for effortless management.
  • Ensure time-based access: Access is precisely timed with booking and registration schedules, so members can only enter during their reserved times.
  • Enhance security and operational efficiency: Safeguard your facilities by restricting unauthorized access and streamlining access management processes.
IMAGE: Example of settings for creating access control rules for bookings

Designed to provide smooth management of facility access, our new Brivo integration eliminates manual entry processes and creates a more secure environment for your members.

Interested in enabling the Brivo integration? Contact the Brivo sales team to get started.

🆕 API Access: Connect and enhance your systems

For those who may not be familiar, an API (Application Programming Interface) is a set of rules or protocols that creates a ‘digital bridge’ between applications – enabling them to communicate and share data automatically.

By using APIs, you can centralize your essential tools and information in one place – reducing the need to switch between multiple systems. This helps to streamline workflows and enhances the overall functionality of your platforms.

Which brings us to our new API access integration…

CourtReserve’s new API Access integration empowers you to easily connect our platform with external systems – providing secure access to key features like membership management, reservations, event scheduling, and transaction handling.

IMAGE: Example of CourtReserve’s Organization API methods

CourtReserve’s API Access enables you to:

  • Integrate with external tools: Access external features for managing memberships, events, reservations, and transactions.
  • Streamline operations: Improve functionality and workflow efficiency by connecting external systems to CourtReserve.

This integration is available for our Scale and Enterprise tier subscribers – helping you simplify and scale operations with ease.

And, this integration is available in 2 versions:

  • Organization API: Ideal for localized control at individual locations.
  • Enterprise API: Perfect for multi-location management, offering centralized reporting and insights.

Ready to get started? Learn how to set up our API Access integration here.

🆕 Preset Filters on Sales Summary for quick insights

We’ve made it easier than ever to access the sales data that matters most to your club with the addition of Preset Filters in the Sales Summary report. This preset dropdown menu allows you to quickly configure reports to gather specific insights without manual setup.

IMAGE: Example of Sales Summary, with Preset Filters dropdown menu

With the new Sales Summary Preset Filters, you can:

  • Save time on reporting: Instantly apply pre-configured filters for common reporting needs.
  • Access targeted insights:
    • Cash Basis (End of Month): Review month-end cash-based revenue.
    • Individual Instructor Revenue (Last Week): See how much each instructor earned over the last week.
    • Revenue Generated (Last Month): Track total revenue generated during the previous month.
    • Membership Revenue Generated (Last Month): Focus on revenue specifically from memberships.

This new dropdown menu streamlines your reporting process, giving you the flexibility to extract key data points quickly and focus on making informed decisions.

Discover how to use the Preset Filters feature when generating a Sales Summary here

Enterprise Navigation Updates: Simplifying multi-location management

Managing multi-location operations just got easier with our Enterprise Navigation Updates. These enhancements are designed to provide a more intuitive experience, streamline workflows, and set the stage for future improvements.

Specifically, the Enterprise Navigation Updates bring:

  • New Enterprise Dashboard: A dedicated space accessible via the Enterprise link, replacing the previous drop-down menu. This dashboard centralizes key tools and makes managing multi-location operations more efficient.
  • Enhanced user management: Enterprise Managers can now add and manage additional team members through the new dashboard. Easily grant permissions, assign roles, and control access across all locations without affecting system-level users.
  • Expanded reporting tools: Access two additional high-level summary reports across all locations and dive into detailed location-specific insights without the need to navigate between accounts.

These updates simplify navigation, improve user management, and provide powerful tools to help you oversee your enterprise-level operations with confidence.

Explore more about the Enterprise Dashboard and updates here

Breakdown of CourtReserve's Enterprise plan.

5 other notable CourtReserve features & updates

In addition to our larger releases, we’ve rolled out a handful of smaller enhancements that pack a punch. Here’s a quick rundown of 5 notable additions you won’t want to miss.

1. Automate membership cancellation notices

We’ve introduced 2 new notification features to ensure both system users and members stay informed about membership cancellations – improving communication and clarity.

  • Auto-Cancellation Membership Notification: System users and members will now receive notifications when memberships are auto-canceled due to lack of payment.
  • Membership Cancellation Notice: Members are notified when their memberships are canceled, with a new setting available under Player Notifications > Membership. (Excludes free memberships and transitions between paid plans.)

2. Require payment profiles for free events

Admins can now require a payment profile for event registration, even if the event is free. This update ensures flexibility by separating the logic of payment profiles from event pricing – making it easier to manage registrations for free events.

3. Offer Pre-Authorized Debit with Stripe (Canada-only)

Canadian organizations using Stripe can now offer Pre-Authorized Debit (PAD), similar to ACH/eCheck in the United States. Currently in Closed Beta, this feature will be available to all Canadian Stripe customers this spring.

Learn more about enabling Pre-Authorized Debit here


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4. Free to paid reservations now trigger payment

When a member edits a reservation from free to paid, upfront payment is now required if the organization enforces this rule. Members will receive a timer notification and be redirected to the payment screen. If payment isn’t completed within the required window, the reservation will be canceled.

5. Pre-purchased memberships included in membership totals

A new setting under Memberships allows pre-purchased memberships with future start dates to be included in the Total Assigned Memberships and Total Accounts counters. 

Level-up with CourtReserve 

At CourtReserve, we’re committed to helping you take your club management to the next level. These new features and updates are designed to simplify your operations, improve efficiency, and enhance the experience for both your team and your members.

Whether it’s powerful integrations, smarter tools, or thoughtful enhancements, every update is built with your success in mind. We’re excited for you to explore what’s new and see how these enhancements can elevate your club experience.

Full Release Notes

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9 TIPS
FOR
HAPPIER
MEMBERS

How automating your club is directly related to acquiring and retaining more members at your club

Tim Owens
Founder of Courtserve.com