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CourtReserve Webinars
Level up your racquet & paddle club with CourtReserve’s Webinars — learn how to customize your reservation system, master the player experience, improve POS, and run a smarter front desk.
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9/24/25 1:00 PM EST
Enterprise: All the Bells & Whistles—and Why They Matter
Discover how CourtReserve’s Enterprise Tier empowers growing organizations. From easy access across locations to powerful tools like Network Memberships, API, and branded mobile experiences, this webinar will show you how Enterprise helps you do more with less effort.
9/11/25 11:00 AM EST
Online Customizable Merch Store with CourtReserve
Discover how you can elevate your club’s brand and boost customer engagement with a custom online swag shop—seamlessly integrated with your CourtReserve experience! In this exclusive webinar, we’ll team up with M4, the creators of the online shop for Old Coast Pickleball, to show you how clubs can offer high-quality, branded gear that ships directly to your members' doors.
10/9/25 12:00 PM EST
Mastering Newsletters and Emails in CourtReserve
Want to keep your members informed, engaged, and coming back for more? In this hands-on webinar, we’ll show you how to use CourtReserve’s built-in email and communication tools to craft beautiful, effective newsletters and announcements.
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Video Transcript
(04:28) hello everyone it’s Ashley with coure
(05:36) reserve and Josh Willies here today uh Josh we have quite an interesting webinar today it’s all about um maybe the little special buttons that you didn’t know existed in court Reserve not that we have any little special buttons uh we have you know lots of different things that sometimes make a difference sometimes when you probably come into live chat support you’re like I cannot figure this out and it’s that one button so what Josh has done is he’s actually gone through the system and he’s put together a great View and a teaching of
(06:09) you today of what we might may have forgotten and maybe new buttons that you didn’t even know existed today would that be a good description Josh that would be yeah well hey guys welcome H we’re gonna record this of course it’ll be up on the court Reserve YouTube channel uh later today once Josh gets it uploaded and then you know to put all of your questions please put them in the Q&A it makes it a lot easier for us to be able to answer those questions and um I actually you know I want to tell people what’s coming but I’m afraid Tim
(06:43) might kill me later and so since I’m on video we have so many good Integrations coming a restaurant point of sale coming a camera system coming uh just so many like cool things I want to tell people but I’m afraid to they’ll find out soon they they will for sure hey don’t forget we’ve got two more webinars planned this year we’re going to do some more later on at the end of this year we’re still finalizing what those are uh but if you are on the west coast Josh and I are actually going to be in Palm Desert uh starting next
(07:15) Saturday we’re going to come out to the uspta World Conference but if you are on the west coast and you want to meet with us sometime that next week uh please let us know we’ll send you the link to get a call or an in-person scheduled we’re going to be at one of the hotels out there in the Palm Desert and we’d love to meet you and if you’re not then we’re going to plan on having some Catalyst user conferences around the country next year we’re calling it the court reserve bus tour no bus involved uh but it’s
(07:40) going to be great we’re going to make a bunch of different stops and so hopefully we’ll get to meet you guys in person um so without further Ado Josh here we go all right let’s get started I can share my screen here all right great so customization and optimization in core Reserve there’s a lot of different places that we can be doing that customization and that optimization so I have sort of broken down this webinar into a few different sections here because I know we’ll be kind of going back and forth all around
(08:12) the system so the first section today will be in communication the first feature that I will be going over is push notifications if you don’t know what push notifications are push notifications are going to be a way that your organization can communicate or notify members directly from the court Reserve mobile app so this is going to be different from text alerts this is not something that’s sent to the member’s phone number this is a notification that the member will see directly from the court Reserve mobile
(08:46) app and if they click on that notification they get taken directly to that mobile app this is going to be an additional feature so if you would like to enable this feature we want to go over to settings on the sidebar scroll down to the bottom row and here you’re going to see additional features or add-ons if you’re on the older pricing structure and from the additional features or add-on page we can enable the push notification alert feature once we have that enabled we can be taken to the setup page and like all
(09:23) other forms of notification whether that be email or text we will be able to pick and choose chose which notifications are going to be sent as push notifications here if we have subscribed unchecked but active checked this notification will be disabled for the member by default but they can manually enable it if they would like to from the personal information page if we check subscribed then that means by default this push notification will be sent to these members and it will be enabled but if they’d like to
(09:58) manual disable it they can always do so with push notifications we do also have an additional tab here and this is going to be where we can upload our organization’s logo the reason for that is because since this is a notification from the court Reserve mobile app members are always going to see the court Reserve logo with that notification but we can additionally show our organization’s logo so that way if a member has an account in multiple organizations they can see which one is sending that specific notification we also have the ability to
(10:39) bulk send push notifications like we do for emails and texts so if we go to members on the sidebar we have the bulk text or the bulk push option when we go to thatpage we can send some information that we need to send to the member and when we go to the next page we can choose our recipients and we can also see a preview of what this push notification would look like on the memb mobile phone a benefit with push notifications is one again the notification is coming directly from the court Reserve app so if a member clicks on that notification
(11:17) they get brought directly to the mobile app they don’t get the text alert and then have to go find the app on their phone um and navigate to it this is is something that will directly bring them to the app and also with that push notifications do not have any pricing around how many push notifications are sent um this is just part of the text alert and push notification add-on for the price of the add-on so like text we have additional $5 for every 500 text that are sent but with push notifications you can send as many
(11:55) as you like to without getting any additional uh pricing for it so it can be cheaper on the organization end and it’s also just going to be an easier and an easier experience for your members hey Josh can I just say something so uh Tim and I we actually at Old Coast pickle ball the pickle ball club that we opened we use push notifications all the time specifically around filling classes and programming that have one or two spots open or if we have open court that you know we’d love for people to take advantage of like Same Day pricing I
(12:31) love push notifications because it is a very soft touch to someone’s phone it’s not as direct as a text message but I think push notifications are great because when they do open up their mobile device to come back into your organization they’re going to see some of those notifications and so again we love using it I think it’s a great value for what it is and I would just encourage folks if you’re not using push it is definitely one of my favorite things yeah yeah it’s great um and with Note communication um another feature
(13:03) that we have in the system is the ability to customize or add additional information to emails when we are sending out the email system notifications in the system so for example if we want to add our cancellation policy to the reservation confirmation notification that a member receives or if we would like to add our refund policy to the payment receipt notification that a member may be emailed we can add that information by going to settings on the sidebar going to the reservation settings row and going to the email
(13:42) messages page so from here if we go to create or edit one of these custom email messages the first step here is to choose which system notification email that we would like to add message too so it can be related to reservations events or anything payment related we can choose if the message that we’re adding will be included on the bottom of the notification or the top of the notification and then we can add any custom messaging that we would like to add to the system notification so anything we add here is in addition to
(14:21) the information that members already see in that notification all right and that goes over the communication aspect of this webinar so the next section that I have here is booking and event registration um I have one little tip and trick for reservations one for lessons and one for events for reservations is going to be the additional feature that we have called Court weight listing so if a member you know wants to book a specific Court type at a specific time but they see that all of the courts have been booked for that time this feature will
(15:03) allow them to join a wait list and from there if that spot opens up they will get a notification letting them know that that spot is now available for them if they would like to book it so again this is a an additional feature so if we want to enable this we’ll want to go back down to the additional features or the add-on row and on this page here we are going to be able to enable the coure weight list feature when we go to the setup page here this is going to be how we can set up Court weight listing on an organization-wide level there is going
(15:41) to be a way that we can apply this only to specific custom schedulers but first I will go over how we enable this for all members in an organization on the setup page um the only weight listing type that we have available is called any on weight list plus viewing scheduler basically what this means is if that spot opens up that a member joined the wait list 4 they can join and they can take that spot but also anyone else viewing the scheduler will be able to take that open spot as well but the member still gets
(16:17) the benefit of getting the notification that that spot is now open so that way they can get that notification and try to grab that spot quick quick L from here we can choose if members are going to be allowed to join the weit list from the member portal if we have this unchecked only admins would be ableto add members to the weit list and then from there we can allow members to wait list when desired Court type is available this setting how it works is say I have three pickle ball courts if all three of those pickle ball courts
(16:49) are open a member will not be able to join the weight list but if even one of those courts gets taken up then the weight list option will be available if I uncheck this setting then every single Court in that Court type would need to be booked in order for a member to join the waight list so with this checked only one Court in that Court type needs to be booked with it unchecked all courts in that Court type would need to be booked we can display the current number of players that are currently on the weight list for that specific time and
(17:26) then we can apply the membership booking rules when joining the wait list so if I have already booked two reservations for this week and we apply the membership booking rules during the weight list I would not be able to join the weit list if I have already hit that maximum restriction amount if I uncheck it my booking rules would only apply when I am actually trying to book the reservation after that spot has opened up so that’s going to be the difference there from there we can prevent the weight list x amount of hours out so if
(18:03) we only want to do it maybe for you know maybe last minute bookings or bookings within the next 24 hours we can do that and then we can choose which courts we want to apply the weight list to so this would set it up on an organization level but say maybe we only want to offer Court weight listing to specific membership types maybe we only want to give this feature to the premium membership at an organization we can instead set up Court weight listing on a custom scheduler level so if we are going to set it up
(18:40) that way we would want to not allow players on the member portal to register to the weight list on an organization level instead we would want to go back to settings go to court andall machine settings and go to the custom schedulers page and if I edit a custom scheduler that I have in the system for example here I have this custom scheduler specifically for my premium membership I can scroll down to the bottom of this edit page and I can override the weight listing settings so right now on an organization level I’m not allowing
(19:18) members to join the weight list from the member portal but when I override the weight listing settings on this custom scheduler that will allow allow me to apply these settings specifically to this custom scheduler and it will not apply to any other schedulers in my organization so if we set this up on a custom scheduler level and say for this custom scheduler only the premium membership can see it then that means only the premium membership members would be able to utilize the Courtway listing feature so that goes over the tip that I have
(19:58) for reservations for lessons I will be going over the book a pro scheduler that we offer so if we go back to settings on the sidebar and we go to instructor settings we’re going to have the book a pro setup page right here in the system by default if we don’t have a book appr pro pro scheduler set up members will not be able to book lessons in your organization and lessons can only be booked from the admin side the book approach scheduler is going to be what gives members access to booking lessons directly from their
(20:34) account so if we would like to give members the ability to do that we can go to the book appr pro setup page and if we have any schedulers here already created we can see them here but if I go to the edit page and we’re setting up the scheduler I think something that’s always important to point out here is we can set up these schedulers so that they’re filtered by instructor type by instructor by lesson type and we can also show the scheduler to specific memberships so depending on how many instructors you have at your
(21:13) organization depending on if you have different sports at your facility and you have pickle ball and Tennis Pros maybe if you want to set up a different scheduler for each membership in your organization we can do all of those different setups here just depending on how you configure each book appro scheduler that you create in the system so there’s going to be a lot of flexibility here and I will say how you set this up will most likely differ depending on how many instructors you have how many different lesson types you
(21:46) have um if you have a lot of different memberships with a lot of different booking rules that you’d like to set up for each one um but I think is important to know that you you have the flexibility to set up these Book appr Pro schedulers in many different ways depending on what you want to offer I mean for example you know if we have a book appr pro scheduler for our individual membership and then we have a different one for our premium membership if we have all of those set up indifferent schedulers we will be able to
(22:19) decide for each membership ship how much time in advance can an instructor be scheduled or how many days in advance are we going to show instructor availability for a premium membership versus an individual membership um so there’s again a lot of different ways you can set up the book appr pro schedulers it’s most likely going to depend on what you do offer at your organization the different membership types you may have at your organization um but there’s just going to be a lot of different ways we can customize the
(22:53) setup in the configuration for the book appr pro schedulers and then for the last tip that I’ll show here is going to be for events um this is really going to be two different setting pages that we have so for events if we go to settings and we go to the event settings Row the two pages that I will touch on today are going to be the event defaults and the event tags the event defaults are going to be the settings that are preset up whenever we create any new events moving forward so if we have a lot of settings that we are
(23:32) applying to 90% of the events that we are creating in our organization we can just set those settings up automatically on the event defaults page so that way every time we create an event we don’t need to manually go in and enable or or disable all of those settings so if we’re going to always have a weight list setup here um if we’re always going to have a Max registrant of 25 except for a few use cases you know we may want to consider setting all of these parameters up as event default so that way you really only need to deal with that
(24:13) setting if you’re going outside of this parameter that you set up here you know if you’re an organization that’s really pushing the requirement of payment profiles or upfront payment we can enable those settings from the event defaults page so that way you don’t need to think about that and set that up manually every single time that you are creating an event the next page that I will go over is going to be event tags so if we go back over to the event settings row we have the tags page on the end of this row and tags are going to be a way that
(24:52) members or admins can easily filter by different types of events in your organization so this is going to be sort of an optional way to categorize your events and here I have a few examples so if you offer adult senior and Junior clinics you can have different tags for each of those event types you know if you have different categories if you have your morning your afternoon and your evening clinics we can use all of those as tags and when we are creating an event we just need to apply those tags on the top of the setup page for an
(25:31) event and then from the member portal if I go over to my event list I’m going to be able to easily filter by these tags so if I’m looking just for the morning clinics or if I’m looking just for the adult Clinic I can use these tags to very easily filter the specific type of event that I am looking for hey Josh another thing that I love about tags is that you can add the Emoji to the tag and it populates h it’s it just makes it fun right so if you’re having a strength training class you can add the little arm pump of the muscle right uh so it’s
(26:16) just so cool you can use your short keys and they actually populate through and it’s just a really cool thing because then it’s another eye-catching uh way to let people easily be able to identify what they um want to sign up for right right and just adding a little character to your member portal you know making it stand out a little bit more and be a little bit unique when you’re on your organization’s member portal okay great yeah so that goes over booking and registration and just the different ways to customize or optimize
(26:49) in the system the last section that I have for today is going to be the member management and the reporting aspect of this webinar so the first thing that I will be going over in this section is going to be custom Fields if we go to settings on the sidebar there’s going to be a few different places that we can get to the custom Fields page but the first one we’ll see is going to be under reservation settings right here so when we are creating custom Fields there’s going to be a few different custom field categories that we can
(27:28) select depending on where we want to apply this custom field the first one here is going to be event this is going to be a custom field that shows up on the event setup page when you are creating or editing an event and this is going to be entirely on the admin side so this is not some thing that is used when a member is needing to add additional information to their event registration if we’re looking to do that we would want to instead use the event registering category this is going to be where we can ask for their doubles partner or
(28:07) their shirt size or any information that may be relevant to a specific Clinicthat we need the member to fill out when they are registering into that specific Clinic we have the member category so this is going to be a field that would populate on the details page or the personal information page for a member these are going to be the custom fields that we can also apply to the signup form so if there’s anything like emergency contact that you need to get from a member when they’re creating their account um we can set that up as a
(28:42) member custom field we have the reservation in the lesson custom field so when we select this we can choose which reservation or lesson types this custom field will be eligible for so if we want to ask some custom questions when a member is booking a private lesson to better understand what they are looking to learn and gain from that lesson you know we can always add those different custom fields for reservations and lessons and then we have a transaction category which would just be an additional field that you see on the admin payment window
(29:20) and if you go to the transaction details for a specific payment you would be able to see that custom field but with all of these different custom field types we’re going to be able to choose the field type that the member sees so we can choose the text box option that’s going to be a smaller text box similar to what we see right here we have text area which is going to be basically just just a larger text box if there is anything that a member needs to fill out that may be a little bit longer than just a few words and then we have the drop- down
(29:59) option so if you want to pre-create the options that the member would be selecting from this is going to be how we can choose those different options we can add additional options if we need more than four um and then from there the member would be selecting from what we are typing in for each option from there we can choose if that custom field will be required we can choose if it’s going to show on the member portal so if this is something that members should see on their end we can choose if this shows on
(30:32) the admin side so this is going to be something that’s visible when maybe a admin is creating a member’s account or when they are registering a member from the admin side are they going to see this custom field we you can choose if it’s going to be enabled which is basically just saying should this custom field be visible and then depending on the type that we choose we may get a few different additional settings here if we display on the member grid that would make this custom field visible on the member list page on the admin
(31:08) side if we are looking at an event registering custom field if we show it on the registrant list that’s going to give us an additional info icon next to each registrant’s name and that way we can easily identify the information that they filled out for that custom field so for example if I go to the event list and I want to see what members filled out for that custom field if I’m showing this on the registring list I get this info icon and I can see the information that that member had selected so that goes over custom Fields
(31:48) another part of member management that you can customize in the system is going to be check-in statuses so if you are an organization that is using check-in statuses and you sort of just want to manually Mark if a member is checked in or if they are noow we can also add additional statuses by going to the additional or to the organization settings row and then going to the check-in statuses page from here if we choose to enable the advanced check-in status we are going to be able to create check-in statuses we can
(32:28) choose if they’re going to be active and we can also choose the background color in the text color that we see when we are applying those statuses in reservations or events with that we can also choose the order that they would show in when we are adding a status to a member or to a registrant on an event um but this is just a way that you can create more statuses maybe there are some use cases that you want to have a specific status for this is going to be how we can have more than just checked in and noow has
(33:04) statuses here and the last thing that I will go over is a few tips and tricks with reporting to just make reporting a little bit easier on your end so when we are under any report in the organ in an organization I’ll use the members report as an example here if we have a report that we are maybe running on a weekly or monthly basis and we just want to be able to quickly pull that information so for example maybe I want to get a list of all members that are currently inactive right now I can apply all of the filters
(33:41) that I need to we can scroll down to the outputs we can apply which outputs are going to be relevant here and we can also sort these outputs as well so if we need to change the order of the outputs and also choose which ones we’re applying we can do that here and then if we click save filter orsave report on this specific report we can save this report so that we’re able to easily just come back to it in the future um and based on the filters we apply see how that information has changed on a weekly or a monthly basis we can choose if it’s
(34:21) something that only your account would be able to see or if it’s something that all system users in your organization should be able to use once we have a filter or a report saved if we click the saved filters or the saved report option we’ll be able to see all of those different saved filters we have and we can quickly load them so some examples that I have here say you’re an organization that is really pushing for every member to have a payment profile on their account if we save a filter that only shows us members with
(35:00) no payment profile we can run this on a weekly or a monthly basis and then with the members report something that I really like here is we have the ability to email text or send a push notifications to these members um so if you want to just get that list of all members that have no payment profiles send them a quick email to let them know that your organization’s going to need that information that can be really handy for you all right um and then another one that I will point out for reporting is in this case may be a
(35:39) little bit more relevant for your transaction or your financial reporting if we go to something like the sales summary we can also use this save filter button um but say you want to just filter this report on a monthly basis or we want to see everything from last week if we use this drop down to select this week last week or current month or anything like that when we save this filter and then we load it in the future it’s going to be looking at this setting here rather than the specific dat so these specific dates will automatically
(36:18) be applied based on what we are choosing in this drop down here so that can be really handy if you just want to quickly run a financial report based on last week or the current month or last month or the current year all right so that goes over everything that I wanted to cover today Ashley do we have any questions or anything that you wanted to touch on yeah actually um you must have knocked it out of the part because we only have one question so far and it was from your very first um going over emails and Nancy had a question how do we know what
(36:57) they see already in the email um or what we might want to add um as far as the email goes yeah so if you’ve already sent email system notifications out to your members and you want maybe just a reference of what that’s going to look like we can take a look at the notification audit log in your organization by going to audits on the sidebar and then looking at notifications so this would show us really any notifications that have been set based on the filters that we apply here let me remove my date filter so we
(37:30) can see a little bit more information so for example if I just want to take a look at what the current reservation confirmation email looks like we can click the details here if we send it as a push notification you can see the preview and if we send it as an email we can see what that email will look like and if we add any additional custom information you know we’ll be able to see that custom information when we click on details so we’ll be able to see exactly what this looks like from the member perspective so her next question are are
(38:11) there templates already set up so that’s a great question uh because uh while you guys were learning and in class I was actually talking to Tim about some of the upcoming things that we are going to be um working on this fall to add to court reserve and a new and improved email Designer is coming and Josh I believe you’re going to work on the ability to create templates within that is that right correct yes um so there’s going to be a new email Designer that we’re working on and that will include the ability to create templates for
(38:45) emails that you are bulk sending to members um and I don’t want to share too much information but we are looking into how we can allow organizations to customize system notifications as well we haven’t started the development or anything on that but just know that that is something we have been discussing and and will be in the work shortly yeah and I also got permission to share a couple other things um account credit CRS is coming that’s super exciting because right now if a player has a credit on their account then if an admin is
(39:23) processing a payment it’s automatically going to pull from that credit and so account credits is like 90% there it’s so exciting because now the admins will have the ability to save that credit and use it for what the player or the member wants so that’s excellent uh save my play integration I mentioned earlier uh video cameras right we have them at Old Coast pickleball it’s where uh the cameras come you set them up and thenthe player can actually uh Say Hey I want you to record my session on the court and then it emails the clip to the
(39:53) player it’s such a cool integration we’ve been using it at Old Coast for about four months now and the players really love it uh Go tab Go tab is another integration we’re doing this allows a point of sale restaurant style so that’s another great integration so if you have a club that you know you need a little bit more than your pro shop and selling beers you want to ring up a burger and some fries and give a tip and a discount that’s what go tab’s going to do uh improved player onboarding um I believe that goes
(40:22) towards maybe the registration page Josh is that right so this will have to do with um onboarding just on when you’re creating an account also through the Branded app just making the experience for creating an account as a new player easier and just more frictionless when you’re going through that process merge members know for you existing Court Reserve clubs who have been here you’re the OG’s merge members is something that’s probably exciting for you and then the last one he is allowing me to talk about is team based event
(40:56) registration yay that’s so awesome a lot of great stuff that’s coming out in October yeah and so team based registration for events is great because then we can have teamb based leagues and things like that and so that’s another cool uh really good so uh let’s see any more questions here uh are the coaches have to be set up on book a pro in order for a customer to book them online yes yes yeah so they would need to be set up as an instructor in your organization in order to add them to a book apro scheduler yep I know a lot of orgs that
(41:32) use book apro and they love it it makes it so easy even if you don’t want them to go ahead and have confirmation of the lesson just for the notification to the pro the pro is like oh can I do this lesson at this time or not it’s great all right before you guys jump off we have two more webinars coming up next week is all about your instructors um instructor Essentials so that is going to be about everything instructor so get your instructors to watch it so they’ll know a little bit more about court reserve and maybe your front desk as
(42:01) well so that’s going to be a good one and then in October uh Wednesday October 2nd um perfecting the point of sale so I know Josh you’re going to do a great job on that and we’ve made some improvements around the point of sale so that is going to be great all right well you get great job with all these tips and tricks I hope everybody learned something new today even if it was one thing so don’t forget this will be in the YouTube channel a little bit later today and we’ll see you next week have a great day everybody
(42:31) thank you all bye
Customize & Optimize: Unlocking More with CourtReserve

Video Transcript
(00:00) hi everybody Welcome to the court Reserve webinar uh today we’re going to be talking about point of sale and all of the fun things that you can do in court Reserve with the point of sale um I am Kim from the product team I am joined by Josh also with our product team and then we have a special guest joining us today as well Connor from the team at throuth and so we’re going to give you guys um really a in an in-depth into the court Reserve point of sale and then also Connor is going to be sharing with us some uh awesome things about
(00:32) what froth can do as the Pro Shop Pros um so I’m going to go ahead and let Connor take it away here in a second but if you have questions as we go along there is a Q&A section um just feel free to drop any questions into the Q&A and we will address them as we go along hopefully we’ll be able to answer a lot of those questions that you have live um but if there’s anything that you are curious about please don’t hesitate to ask okay so Connor I will let you take it away Thank you very much Kim um I appreciate you guys taking the time to
(01:03) do this I um am excited to share a little bit about what I myself and from with Rocket Sports does so um qu everyone see my screen we’re all good there I believe yep you’re good to go great um so fou Rocket Sports has been around since the late 70s um it started as a pro shop but we slowly turned into to to a Wholesale Distributor when the tennis boom hit um so what that means is we have a big Warehouse as all the tennis Brands um whether it’s shoes apparel Court equipment in every racket sport um for your Club so let me see yes
(01:51) so um we’re the largest wholesale distributor in the US in racket Sports um so we carry every sport you see up there um tennis has always been our bread and butter forever uh but obviously with the opportunity of pickle ball we’ve to have head first into that what we see with padell and then some of the older racket Sports platform squash rocketball badminton and then some newer ones Beach tennis and pop tennis so our customers are country clubs independent retail shops high schools and universities um so why froth so fromo this is a little
(02:35) bit of background but we are you can go directly to these brands or you can go to froth fouth has a exceptional reputation in the industry and it’s really why we exist for our customer service um and shipping those are two major Staples for us um they’re we keep it old school we have a full customer service staff on 247 on the phones um and they can steer you in the right direction take care of anything you want um and then that quick shipping so satisfying that customer as quickly as possible and being able to keep a
(03:16) tight inventory of your product as I said before no minimum work quantity so that makes it less of a headache um another thing that makes it less of a headache by going through us is we are that One-Stop shop right you’re not going to all these different brands and having to order 20 rackets of one model at a time um and waiting a few weeks to get that you can get everything at once from us whether it’s Wilson balls and head rackets um or babat shoes Nike shoes all that um and then a big um piece of our business which I will dive
(03:57) into um as we go forward is is the because we sell all these clubs is the logo embellishment um so I’ll get into that more um here so I wanted to go over a lot of Trends we are seeing in this industry right we when you call us you’re not just going to get products from us um and do that One-Stop shop you are going to get advice from us you can ask us anything so whether it’s what we we see selling the latest trends our customer service team is updated weekly and trained to really be the experts here so that you can run an
(04:40) efficient Pro Shop um so a major Trend that we’ve seen an uptick in as a result of what Amazon brings to the table as a competitor and just the surplus of brands that are in the industry now is logo embellishment so this is something we really preach to all of our customers and they love and continue to use us for this um is doing this custom product for your customers it’s they don’t they’re not going to buy a plain Nike te I mean they may in some cases but they can go to Amazon for that now they can go online
(05:26) and find the cheapest one they want to buy the Nike te with your logo on it um so that has been a great success on our side and all the clubs we sell to it’s all about that they want to leave with that momento after they have a great time at your Club um so we do all that for clubs as I said big a lot of tournaments big tournaments like a Philly Cricket Club for example will come to us and say hey we need 300 t-shirts for national grass courts um and this is our pricing this is our size they get all that information we will
(06:12) set up a form and do all that for you and then they have no backend they are getting it straight through their door and out their door and it’s a it’s an easy money maker there um for allparties involved and then um leagues is a big one we do so a lot of men’s and women’s tennis leagues custom apperal um but this is just a piece of the industry that continues to Boom um we used to Outsource a lot of our Uh custom product and we saw such an uptick that we built a logo embellishment um like little Factory in our warehouse um as of that so that is a
(06:57) big piece of the Pro Shop business now um we I know I got a little into it on what we do as a wholesaler but I think it’s important to note that we also do own and operate a few Pro Shops ourselves um one being the USA national campus and that custom merch has continues to fly off the shelf right you have a great experience at a phenomenal location um and that is really uh paid off for us so um that is something we continue to preach the next Trend I will go over is pickle ball clubs as we all know pickle ball clubs are hot this is where a lot
(07:43) of the money in the industry is being um blown through and um pickle ball boom is huge but it’s a very difficult sport to navigate when it comes to the equipment right now there is a surplus of Brands um and there’s a new hot brand every year it’s it the trend it’s very hard for us to track honestly but we feel like we’ve gotten a good handle on it over the last year um but as you see up there it is known as the Wild West in the industry because there is so much going on with 2,000 plus paddle Brands and um it it can be a very difficult
(08:30) thing to navigate in the pickleball world right now um so up here I gave a little example of kind of what we list out and what we can do for you and help steer you in the right direction that you can put that product in your shop and it will go out the door um so from Top shoe brands to top paddle Brands to um top clothing Brands you know we we really see it all and we have that large sample size from the wholesale side and then we get to see it firsthand with the Pro Shop side so um I think we’ve gotten a pretty good handle on it and I I don’t
(09:12) wish it to be the wild west anymore um but this is what we can help you with so like the Big Brand we saw come into the space really they’ve been around for a little while but a merge this year was 6-0 obviously everyone knows Yola and cirk and um another one is Crush come on in the scene there is just a lot going on and it’s hard to navigate it’s hard to commit to one brand right now in pickle ball unless they’ve really cemented themselves like a Yola like a selker and um that is where we can come in and kind of steer in the right
(09:55) direction and you only have to order two or three if you want you don’t you can order one if you want you know it makes this just an easier process for you um so you’ll see top women shoe brands we’ve seen so like a k Swiss has really emerged they’ve made a strong uh Resurgence in the industry and that’s um one we continue to see go up uh but yeah so that’s a super hot trendy thing right now is all these pickleball clubs and franchises are popping up and they don’t know what to stock on their shelves so they are coming to us and we
(10:31) are doing free Consulting basically as a result of them being a customer um another one you will hear about and it’s an it’s such an exciting time to be in the racket Sports industry there’s more going on than there has been in 25 years since the tennis boom so um and that’s a result of pickle ball and now padell which has been built out overseas that they it’s just a very exciting uh time to be in the space and there’s a lot of opportunity um so padell padell is something is a Sporter padell paddle um I know it gets a little confused in
(11:12) the platform so the name you can call it what you want but um this is a sport that is starting to see really tremendous growth um across the US there’s a lot of money being poured into it and and there is a lot of money to get out of it um as a result of the clientele the product rackets are two to 300 bucks that are on the higher tier end and they don’t last forever um they depending on how much you play but these are some of what we’re seeing and I do a lot of this with all the new padell clubs coming up in the industry I am
(11:51) walking them through what brands to use for balls rackets shoes um and it’s really been a trial and error process for us over the past year and a half um but over the last six months with all these clubs being built out um and being very Hands-On in this process and visiting clubs I’ve learned a lot and our team has learned a lot about the hot Brands the right Brands to carry um and how to just really go about the process um there because it is so new in the US and not enough people um know about it um but again that money is coming in and
(12:36) it is super hot right now so um that’s a little bit about broth I am happy to connect with any of you um after this I can walk you through kind of what we do what we recommend for your pro shop and all that so um I I really appreciate the Court Reserve team they’ve been a greatpartner in this process and uh thank you guys absolutely thank you so much for joining us and Connor if you want to shoot me over your contact information I will get that over to um our customer success team and then if any of our um customers have questions about how to
(13:12) contact you they can reach out you guys can reach out to our customer success team and they can get you that information okay so if you want to me I will pass that along okay um and uh Connor is gonna actually be sticking around and joining us um so if any if you think of any questions that come up you know we can address more questions um there were none that came up during the presentation but if you have any specific fouth questions or just even um maybe questions about the industry that Connor might be able to answer um we can
(13:40) take those uh towards the end of the presentation um Josh is going to go ahead and get into our point of sale but um yeah if you have any other questions for Conor just please feel free to post those in the question and answer section and we will get to those at some point during the presentation okay um so you go ahead I’m going to turn everything back over to Josh and Josh is going to uh take us away with point of sale in court Reserve all right perfect thank you Connor for being here and thank you for your time we really appreciate you
(14:09) joining us today um today we’re going to be going over all things point of sale I’ll sort of touch on some more basic things at the beginning of this webinar so if there is anybody here that is maybe not as familiar with the point of sale feature we can sort of touch on the Essentials um and then on the second half of this webinar I will be going over things like Inventory management and also the sales reporting that we have in the system before I get started in the system I would like to point out that on October 15th we did release our
(14:42) integration with goab so if you are a facility that is selling food or beverage you can now integrate goab into your organization and any fees that are generated from goab will be pushed over to this member’s account in court Reserve um I won’t go too in detail on the actual integration because we are going to have a webinar with the goab team going over this integration in a lot more detail so if you are interested in that definitely be on the lookout because we will be sharing more information on the date and the time of
(15:19) that webinar once we get that for you so let me go ahead and get into into the system here and we can get started so I will jump over into court Reserve okay great so I’m sure a lot of you here if you’re at this webinar you already have point of sale enabled in your organization but if not and you are looking to use the point of sale feature we can go over to settings on the sidebar and if you scroll down to the bottom row here we’re going to have the additional features or the add-on row and on the additional features or add-on
(15:56) page that’s going to be where you can enable point of sale once you have that enabled if we go back to this sidebar navigation you will now have a point of sale button on this sidebar here and this is going to be where we can start setting up our items and things like that so I’ll kind of just go over the basics here before we actually create any items in the system a few things that we can set up our item categories so apparel beverages you know if you’re selling paddles or rackets um this is going to be where we can create all of
(16:33) those categories and when we are creating or editing a category we can also include a revenue category so rather than having to add that Revenue category to each individual item this can just save you some time on that setup and you can just apply it to the entire category with that we can also set up our tax rates and some manufacturers in the system before we actually get started with creating any items so under the items drop down here we’re going to have the taxes page this is going to be where you can see all of the tax rates
(17:09) you already have created in the main section of Court Reserve but if you need to add any you can also add them from the point of s setup as well and then below that we are going to have the manufacturers page and these are all things that you would be applying to an item when you are creating those individual items so um it may be best to just set these up beforehand that way you have everything set up and ready to go prior to creating those items um but if we need to add that distinction between these specific
(17:42) manufacturers and you want to break it down by a manufacturer in your reporting you’ll be really helpful to just get those created on this page so after we have those set up we can start actually creating items in the system so we can go over to the item list and this is going to be where we can create those items when we create them this is going to be where we apply that category that manufacturer unit cost and retail costof an item tax rates um and then we can also keep track of the stock of an item so we can add how much we actually have
(18:18) in stock and then we have a stock onand alert that we can add as well so if we want to start getting a little bit of a notice once an item is low in inventory we can add the number here where we would like to sort of start seeing that alert um and a little bit further in this webinar I’ll show you the reorder stock page that shows that alert we can add the UPC or the skew code here as well and then also add an item page AG or an item image if we would like to so with items once you have created it there’s also the option of creating
(19:00) variations to that item so if you are selling something like a sweatshirt or a t-shirt or athletic shorts or anything like that we can add VAR uh variations for those different sizes of shirts so we can click add variation next to an item right here and with each variation we can set up our own unit cost retail price and we can also keep track of the stock on hand for specific variations and also get alerts for specific variations as well so that kind of just briefly goes over the basics of creating items and
(19:39) item variations in your point of sale um something that I will add is we do also have the ability to import your inventory so if you are newer to the point of sale feature um and maybe you were using a different system previously and you just want to quickly get all of those items added under the items drop down we do have an import inventory button here and when we get to that page we are going to have this little button here to download our template you can also reach out to our customer success team if you need any assistance
(20:16) with just making sure your import sheet is formatted correctly um and they’ll be happy to look over your Excel sheet and your template to make sure everything is set up correctly before actually doing this import so once we have the items actually created then we can actually launch the point of sale system so if you click launch point of sale here this is going to be where we can see all of our items and we can add it to the cart if we need to if we have variations for an item this is going to be where we see
(20:50) it so when we click on that item there will be a drop down for each of those different variations that we have from here we also have the option to Discount an items price we do also have the ability to add some shortcuts if there are some common discount percentages that you are adding so if we go back to the setup page under the settings button on the sidebar we are going to have a discount table here so if you have you know maybe an employee discount that you just want to quickly apply in some cases we can
(21:29) just add a shortcut button for this discount so that way you don’t manually need to type in the percentage that you are giving to those items so here you can see I have a few different examples of that from this page we can also choose which payment types are going to be allowed in the point of sale system so if there is anything like cash or check or gift card or anything manual that you would like to keep out of the point of sale system when you get to that payment process this is going to be where we can remove those different payment
(22:06) types but if we go back to the actual point of sale where it is launched if we click the discount button on an item this is going to be where we have that drop down and you can label them whatever you’d like so if if you’d like to label it you know employee discount rather than 15% you can always do that and then once we get to the checkout page something that I would like to point out here and this is a small adjustment that we’ve made based on the account credits feature that we released on October 15th so if you are manually applying
(22:44) account credit to unpaid fees rather than automatically applying it and we select a member here that has account credit on their account here we can see I have this amount in account credit we’re now going to have this toggle here where we can decide if we would like to apply this credit to this payment and then we can always disable it if we would like to charge the member’s card or just add the fee to the member’s account um so I did want to point that out since this is part of a new release that we had um in October
(23:19) hey Josh there’s a question I wanted to um get answered for us real quick um if you flip back over into the variations on the item list is there a way of copying A variation currently in court Reserve I do not believe so let me check no it does not look like there is but that is something we can keep note of yeah definitely we’ll take and add that to our our product road map yes yes thank you all right great um so that’s sort of the essentials of using of setting up items and then using and launching the point
(23:58) of sale I just wanted to touch on that for anybody that maybe isn’t as familiar with the point of salefeature all right um I see that that we do have a question for a cash list with credit card on file what allowed payment type should we check so let me go back over to the settings page so on the top here we’re going to have credit card swipe SL manual if you are integrated with a payment provider this is actually going to be checked and disabled so we can’t disable if you can use credit card or not in the point of
(24:32) sale if you are looking to do cash list or prevent any sort of manual fe uh payments from happening we can uncheck manual credit card cash check and gift card so that way the only two options that we have here are the credit card swipe or the manual credit card um that would include payment profiles or we can charge the fee to the account without actually processing a payment there so that would be what I recommend adding if you’re trying to do cash list all right do we have any other questions before I move forward um there
(25:12) have been a couple questions just around tab but I’m going to take care of those questions just with my typed answers um so go ahead and you can keep going okay great um so yeah like I was saying um that kind of just goes over the essentials of creating items item variations categorizing them and then using the actual or launching the actual point of sale some things that I really want to focus on in this webinar today are going to be a few ways that we can manage inventory and then a few ways we can and report on our
(25:50) sales so if we go back to the items drop down we are going to have this page here that is called stock adjustment from this page we are going to be able to see every item that we have and every variation of each item that we have as well and we can see the amount of stock that we have on hand and we also have this button here to quickly adjust the stock for these items so if you had a small order that just came in or you need to make changes to multiple items in terms of the stock that you have on hand this is a quick way that
(26:27) you can do that for multiple items when we click on the adjust stock button we’re going to be able to choose an action type here so we’re going to have some actions that will add to your stock on hand like stock received sorry we also have the ability to do an inventory recount and then we also have some action types that would subtract from the stock on hand so if anything’s damaged if anything’s lost we’ll be able to track all of that and then from there we can make that change if you are looking for a report
(27:10) that will quickly show you all of these stock adjustments whether that be you know filtering by the date that they were adjusted or the system user that made those changes we do have a stock adjustments report on this page we do have a shortcut to it we do also have it under our reports as well so when we get on this page this is almost going to be like an audit log that is showing us all of these stock adjustments that were done in your organization we’re going to be able to see the item name and the variation name
(27:49) we can see how it impacted the quantity we can see the action type and we can see the system user that made that change as well we’re also going to be able to filter by System user um and item categories item names and things like that as well one second sorry so if we’re looking to just find a quick place where we can see all of those adjustments for any item in our organization we can easily do that from this report if I go back to the stock adjustment page you’ll also notice that when we click adjust stock we can see
(28:31) the stock history for individual items as well so those are going to be the two places where we can quickly see that stock adjustment the report would be where we can see any stock adjustment for any item in our point of sale inventory so now if I go back down to reports we’re going to have some different reports here um if you remember previously when we were setting up an item we could set up a stock onand alert so that when the inventory was low for an item we could get an alert for it when we see the restock or the
(29:06) reorder stock button we’re going to have this little red dot here if there are any items that have reached that alert amount when we click on on this page we’re going to be able to see the current quantity and then also the amount that we have set that alert to so this is a good place to just keep track of any items that you may have low inventory on all right and then if we go back up to the top of this report here uh reports drop down the first two that we have our item sales and category sales this is going to be a place where we can
(29:46) can see the net sales or the amount without tax that this item was sold for we’ll be able to see the amount that was sold uh or the tax amount in that purchase we’ll be able to see the gross sales so that amount including the tax and then we’ll also be able to see the profit that we made so it’s basically going to take the net sale amount andthen subtract the unit price of that item so we can see how much we made as an organization on these sales same goes for the category sales page the only difference here is this is
(30:21) going to be broken down by category rather than each individual item that we have in the system um but we’re going to have the same columns here so we’re going to be able to see the net sales the amount in tax from that purchase and then also the gross sales and the profit the next report here we have is the inventory valuation on this page we’re going to be able to see how much we have on stock for a specific category we have this plus icon that will show us each individual item that’s in that category so when we’re looking
(31:03) at the average cost it’s the average cost of all items under this category but we can break it down to the items and also the variations for that specific item from here we would be able to take a look at the amount we have on hand multiply by the cost of that item and see how much an asset value we have of that specific item there and we can also see based on the asset value what percentage it is of our total asset in our inventory we will also get the retail value so how much it costs for retail price and we can see that percentage in
(31:45) total retail for our inventory as well all right sorry losing my voice a little bit um so the next report that we have here is the sales tax report this is actually going to take us over to the Sal summary that we have in the main section of Court Reserve so if we are trying to get a breakdown in terms of net and gross sales and the amount in tax that was paid in our point of sale purchases we can do that from the sales summary you can also pull this up when you’re in the main section of Court Reserve but when we run this
(32:27) report we’re going to be able to see the amount in sales that were exempt we will be able to also see the amount in sales that were taxable and then we’ll get a breakdown for each different tax rate that you have in the system and how much you collected in that tax rate from there you’ll also be able to see the gross sales and the net sales in point of sale as well from this report we also have the payment summary so from here we’re going to be able to see just the total amount in payments that we have made through the point of
(33:03) sale and this will break down the payments by each payment type that we have in the system here and then we have the sales page this is going to show us each sale that we have made in the system we’ll be able to see the subtotal the amount we collected in tax and then the total amount as well as the payment type for that sale and then also who had tendered that sale as well sorry I am losing my voice um do we have any questions or anything that anybody wanted to go over I know I kind of briefly went through some of those reports because I was
(33:49) losing my voice a little bit yeah there was a question if we want to back up to just how to charge uh users in the point of sale so let’s go um back to your point of sale launch the point of sale and then open an order and there’s um some questions surrounding how do does a user or a member need to be set up in the system and have an account set up in court Reserve in order to purchase items through the the point of sales system so does does every single person I sell to have to have an account in my court Reserve database they will not have to
(34:25) have an account created so if I let me add an item to my cart really quick if we go to the checkout this member drop down is going to be optional so if you do have somebody you know you can quickly find their account link this fee to their account but you don’t necessarily need to so if you have someone at the point of sale that has doesn’t have an account in your organization and you want to process that payment we can still use you know our payment methods without selecting a member here and Josh is the ability to I can’t
(34:59) remember so I’m gonna ask if you know the answer to this is the ability to um control whether or not you can do that is that a setting within the point of sale as well that they need to say um allow members to charge if they don’t have an account um I do not believe we have a setting for that right now but we can definitely keep note of that right just want to make sure if it was something that we added later on after the point of sale was introduced that you know normally it’s a setting but okay yeah right now we do not have a setting for
(35:36) that the only type of restriction that we can sort of add to the point of sale is under settings we can restrict suspended or inactive members from having point of sale items charged to their account cool um and there was a suggestion that also came in for someone that does not have an account it’s a good idea to create a profile for miscellaneous income so the items might be easier to find because yes when you do charge somebody or you do process a payment in point of saleand it’s not tied to remember um those
(36:06) those items when you’re looking at your transaction list later um they’re you know if you’re filtering by a member they’re not as easy to find if they don’t have a person that’s a good idea that is yeah all right and then is there a way for court Reserve to automatically apply a member discount rather than having to manually apply a discount right now we do not have a way to link the discount amount to specific memberships or anything like that um the best option that we have right now is just sort of creating this discount percentage
(36:39) shortcut so that way you can quickly apply it when you are selling those items all right sorry I’m answering a question here live um let’s see is there a way for Port Reserve to automatically oh you just answered that one okay um and can you restrict a member from charging to their account and then somebody did also want to point out there is a setting in each individual’s member account that will restrict you from being able to charge to their account so if you want to show where that setting is people might be
(37:15) interested in that as well thank you for that suggestion all right yeah so if we are under a member’s account under the details tab if we scroll down to the bottom here there’s going to be a charge to account not allowed on point of sale so if we do need to restrict you know just an individual from being charged there this is going to be where that setting is Right awesome that was the all of the open questions that we have right now okay great well that was all that I had to cover sorry I know I kind of lost my
(37:46) voice halfway through and started running through those reports so if anybody has any additional questions always feel free to reach out to our customer success team um and then if anybody has any questions for Connor from froth and you don’t have time to send it in the Q&A right now you can always reach out to our customer success team they can send that over to us and then we can make sure Connor gets that question okay perfect well um awesome nothing else came in on the question and answer section Connor thank you again so much
(38:21) for joining us today um and then Josh where do we put these recordings of the webinars when we’re done with them yes so once we get the recording from Zoom we will upload this to YouTube on our YouTube channel um so definitely be on the lookout on that YouTube account you know if you’re looking for the recording and there was one more question that just came in um Connor can you tell everybody it’s questions for you um can you tell everybody where froth is located yes um so we are located outside of Philadelphia in Reading
(38:55) Pennsylvania um so my hometown very cool um I just want to tell everybody these guys at fouth are awesome to work with I have worked with them in the past just in other Industries and experiences so if you are in need of some Pro Shop Pros definitely give this guys these guys a shout because they really know what they’re talking about they’ve been in the industry a long time thank you Kim thank you awesome well everybody thank you again so much for joining us today um again as Josh said if you have any additional
(39:29) questions that we did not cover today please feel free to reach out to our customer success team but uh we appreciate you all joining us today have a great one thank you everybody bye bye
Perfecting POS: Best Practices for Point of Sale

Video Transcript
(00:04) hi everybody Welcome to the webinar we’re excited you’re here today uh we are going to get started here in about what 60 seconds so um we’ll uh we’re excited we’re seeing a lot of people come in we had gosh about 300 people register today we’re excited for the big crowd we’re excited to take your questions so as people filter in here over the next couple minutes we’ll be on camera be able to see that slide um we’re excited that Ashley’s here from Court Reserve um so you’ll be able to see us in our uh in our natural habitat
(00:36) here for the next 30 seconds or so as we get started so I’m going to go on mute for just a second and then we’ll get started shortly all right everybody let’s get started thank you for uh joining us today we’re excited you’re here we’ve got a really big crowd and people are still filtering in what we find with these is people usually uh you know will filter in over the first few minutes but we’ll get started and start on time we’ll try to keep keep this relatively short and get you back to the rest of your day we know
(01:32) that’s important you’re busy and uh but we’re really excited for this so uh today we’re going to talk about the patch Court Reserve integration we’re going to explain to you what it is what it does how to use it how to get signed up and we’ll explain a little bit about uh about patch for you a few housekeeping items before we get started um we really do want you to ask questions so on your uh screen there on your go to webinar screen you’re going to see a little question area you’re going to see a little chat area you can
(02:02) ask questions in either of those we’ll see them we’ll address them as we can as we go through but we’ll probably address most of them frankly towards the end just maybe they’ll flow a little better that way so um uh but please ask questions there we’ll try to get to as many as we can the presentation itself we’ll try to be quick with 20 25 30 minutes and then take whatever time we need for your for all your questions um the second thing we I know we’re going to get asked about is uh is the recording we’ll make the recording
(02:31) Available to You Court Reserve is going to put it I think on your YouTube channel right Ashley um which is awesome and then we’ll send it out probably in about a week week and a half via email um and then we’ll have team members who will reach out with the recording personally as well so we’re excited you’re here today so first of all let’s do introductions Ashley let’s start with you you are a co-founder at court reserve and you wear so many hats I love it so much just tell us a little bit about yourself about court reserve and
(03:02) about you well hello thank you so much for having us uh so Court Reserve we turned eight years old this past year so we’re going on nine years uh you know if you guys are familiar with court Reserve you know that everything we do is about what the club the facility needs and this isn’t just for pickle ball this is for pickle ball tennis padel badminton whatever you need because this is really an integration that you guys have been asking for and instead of Court Reserve taking the time to build it um we know
(03:32) that the patch team has built a phenomenal product for you to review and see if this is what you’ve been looking for for member attention Outreach communication special events so I’m really excited for you guys to see this Tim and I have been using this at Old Coast pickle ball for several months now and we have seen some results and so I know that McKay and the team at patch they’re going to go through um a lot of information today and just know that we’re here for you you and we’re excited to be here yeah awesome that’s great
(04:03) great introduction um and then my name is McKay Allen I’m the CEO at patch um and you know just to reiterate what Ashley said we are so excited for this integration for this partnership as we’ve gotten to know the court Reserve team over the last couple months as we’ve built this and worked with them they’re awesome they’re great people and um that makes a partnership like really fun when you’re working with good people and then the technology piece I I think Ashley said it really well like we’re dedicated to making sure this works for
(04:31) your businesses and um we’re learning stuff along the way like we were talking just before we went live here just about some of the things we’ve done during the onboarding process to try to make it simpler make sure people are engaging with the products so we’ll talk about that today um so let’s Dive Right In here and talk about what we’ll discuss on the webinar so first thing introductions we did that already we just knocking things off here um why this integration we’ll do an overview of what the integration does um I’ll do a
(04:58) few slides just explain who patch is um what we do who we are we’ll talk about how specifically some clubs are using the integration and then we’ll do Q&A um so again I’m seeing uh some questionspop in already which is awesome so keep those coming um okay why this integration um let me share this from the patch standpoint and then actually maybe you can just take a second and tell us why this integration from the court Reserve standpoint as well so from the patch standpoint and you’ll see this as we dive in our system is really
(05:27) really powerful when we have things like transaction membership and and Revenue data um when we’re able to capture that data man our system can do some really cool stuff with triggering texts and emails and full automations based on that data it becomes really powerful and when you’re a hammer and you’re trying to trigger cool automations and texts and emails everything looks like a nail and so when we talk to court Reserve about this initial my first thought was like holy cow imagine the cool things we can do for these businesses if we have
(06:03) this data that Court Reserve already has and that’s why we were really initially excited about this integration and then the other thing that we learned really quickly and there’s this sense I think in the industry that this industry is like because of of how new um you know many of the businesses are there was this sense of like gosh there’s not a lot of like technology that are pouring into this industry that are ready to serve these businesses and so I think that’s why the court Reserve patch marriage was such a good match is
(06:36) we’re both dedicated to you know seeing businesses in this space succeed so for us that was an no-brainer um as from your standpoint why was this integration important well I’ll just tell you from you know Tim and I of course we we have court Reserve so everything we build is from our customer feedback but from an old Coast pickle ball perspective so now I’m a I’m a business owner I’m a director of a club I’m in a facility I’m opening my doors and now I’m using Court Reserve but of course Court Reserve doesn’t have the ability to Auto send
(07:11) out something when you know Bob comes to my pickle ball club for the very first time I want to make sure Bob comes back I want to make sure Bob signs up for all the open plays the round Robbins I want to know when Bob’s birthday is I want to know if Bob hasn’t been to the club lately so yeah you can go in court reserve and you can pull out data right but there’s no automated data to keep pulling at Bob to let him know that we want him back so from just Tim and I our standpoint of being club Owners or Club directors we needed a way to do that
(07:45) Outreach to trigger things like that to I mean everybody if you know Tim he loves Automation and data right so when we found out about patch we knew from our standpoint from being the the people who were paying the light bill that we needed to know when these customers were going to come back through the door and try and drive that in engagement and that interaction with them so when when we get through a couple more slides you guys are going to see wow this is exactly what I’m looking for because now what we’re seeing at Old Coast pickle
(08:17) ball is that these Journeys are written and So based upon the activity of the player now these Journeys will continue to let us know how often Bob’s come into the club how much you know if we need to send Bob a discount to lure him back in those are the kind of things that Tim and I were excited about for our own club and I know that a lot of our other clubs will be excited to to learn about this as well awesome love that so let’s get down to the Brass tax what will the actual integration do and then what can
(08:46) you do with it so essentially and I’m I’m like the the folks that are more technical on the call who who helped build it are going to be like geez he really was high level with this but basically it’s sending contact information from Court Reserve to patch so your customer’s name phone number you know email that kind of stuff but also and most importantly things like membership data and transaction information so we’ll be able to know based on the information Court Reserve ascending patch um if they’re a member
(09:15) if they’ve attended classes and lessons um if they have spent money while they’re on site and with those pieces of information you can then then trigger texts to be sent to them like Ashley was saying you can trigger emails to be sent to them you can actually start a loyalty program within our system within patch you could create really basic or more complex automations based on these triggers right so you can say okay if someone has not spent money in the last 60 days I want to send them an email and three days later I want to send them a
(09:52) text and if their expiration for membership is coming up I want to send them a text and then two emails those are the types of things that we’re seeing that uh that businesses are doing with the integration right now you could also follow up after a class or a tournament um and try to get them to uh do the next thing the next logical classor become a member or upgrade their membership however your business is structured those are the types of things that you can build uh with patch and with with core Reserve um so to
(10:22) reiterate contact tax revenue bookings check-ins all of that is syncing from Court Reserve to patch um we also can help you get opt-ins for texting or for email we can help you create forms so you can put those forms on your website and get paid at or for paid ads to get them into the club and then um build help you build automation so like I mentioned membership expirations one of the really popular ones is to get people to leave a Google review after they leave for example or people to um a send them an email or a text or both on or around
(10:56) their birthday so things like that are things that we’re seeing really successful uh so far uh that clubs are using anything to add on all that Ashley no I think it’s important any anything you can automate that way you can do the other 14 jobs you need to do that day right you’re on the court you’re clean in the bathroom whatever that looks like this just really helps manage your time and make better business decisions based on what you see here love that okay this I think is really important to know so um couple questions
(11:32) I’ll is um you know is this part of Court Reserve or is patch like a separate product company how does that work and how do I get signed up for both so just to be super clear um patch and Court Reserve are still separate companies you’ve got to be a customer of both to use this um so you’re a court reserve customer we’ll work with you to get signed up for patch um for our our our pricing we have a discount if you’re a court reserve customer and then once you’re signed up for both within Court Reserve you go back into your settings
(12:08) go to add-ons and you’re going to see patch retention is the little uh little circle on the far right and then our team will help you connect the two systems on that initial call and then data will start to flow so it’s it’s fairly simple we’ll help you will walk you through it and within one call once you’re a customer probably on the first onboarding call we’ll make sure the two systems are talking and data starts flowing um and I just huge compliments to the court Reserve team who’s made it like really simple with just the patch
(12:42) retention logo right there in the add-ons functionality in the add-ons area so um and then on the back end of uh of patch you can see the exact same thing like this is where you actually go to connect the two and again help you do this um on the back end during that first onboarding call as well anything to add there Ashley yeah so if you guys after this call today uh what you’ll need to do is we’ll need to get you on an onboarding call with patch first to go ahead and we’ll need to you’ll you’ll just easily be able to go
(13:14) into court reserve and under add-ons like you always do with other Integrations and click that on so that you’re ready to go um and again if you have additional questions that are specific to patch the patch team is probably best to answer those um but if you do come into court Reserve live chat then we can certainly get you connected with the patch team after today’s call as well that’s right yep we’re connected with the with the court Reserve team and so we’ll make sure that we’re able to answer questions you have but just to
(13:42) reiterate you would need to be a customer of both patch and Court reserve for the integration then to work and for you to start seeing the benefit all right why don’t I walk you through what patch is what patch does um at a high level and then we’ll kind of go through that may answer more questions as well and we’ll kind of walk through the integration in that context and then uh talk talk to you about how customers are using it and then take your questions so about patch what do we do what do we focus on first is customer retention you
(14:11) have a database you probably have members part of our job and the most important part of it is to help you retain those customers and those members second is new customer engagement engagement third is new subscriber list growth and then fourth is to save you time like the goal once everything is set up is for you to set some of these automations and forget about them and they run in the background forever and you just get revenue from the from the automations that run and that’s really powerful and that’s what we’re hearing by the way um
(14:47) from the court Reserve customers that are signing up so far the biggest thing that we’ve seen and this is why we went with the name patch is every single business has a leaky bucket you’re losing members it depends on the we as we’ve dug in a little bit we are learning like it wildly varies in terms of how much membership churn you’re seeing every year but every business sees membership churn and sees customer churn people who came to your Club a year ago eight times over the year someof them probably only came two or three
(15:18) times this year so our John is to help identify the leaks help you patch that bucket and then reinforce uh that bucket so part of the way we do that is we use what’s called rfm analysis to help you segment your customers so things like recency frequency and monetary and then we categorize your customers into buckets like are they loyal are they at risk are they new are they promising or are they already lost and once we’re we’ve determined what those buckets look like based on the data that comes from Court Reserve
(15:53) we then able to help you um attack and and really focus on those customers to move them up into different categories so you’re going to see dashboards about which things are working the best our texts working the best our emails our automations which are actually producing the most revenue for you and for your business will help tell you how many of your customers are are lost and what that Revenue opportunity could be if if we could recapture that that’s important as well and then this is I think really interesting this was some
(16:29) data um that I think changed my view a little bit on on our customers sometimes if members cancel if they let their membership lapse um or if they just stopped coming to your club we think ah they went somewhere else or there wasn’t enough value or they had a bad experience the bathroom wasn’t clean whatever it was sometimes that’s the case but most of the time it’s because they just haven’t thought about you you’re just not top of mind and that is the biggest thing we can help with is keeping you top of mind so the members
(17:01) continue to show up and pay their membership fee and for those who aren’t members to transition to a membership model or just keep coming and paying on a single play basis so how do we help with that um we will help you um build some of these automations so you can actually engage with these members and with these customers so for example these are just some examples um if someone’s been a member for a year you could say Okay I want to set up an anniversary automation so a year after they signed up for their membership I want to send them an email
(17:42) and a text great that’s easily set up within our system if they’re already lost if they’re a lost member they haven’t been in a year let’s say you could set up a lost campaign that says okay if they haven’t been in a year they’ve lost their membership I want to send a text then I want to send another text or if they’re not opted in for texting I want to send two emails so there’s just kind of an infinite number of ways that you can use this based on their behavior and based on if they are engaged based off if
(18:16) they’re not engaged to make sure that you’re staying t top of mind uh for them one of the most effective use cases we’ve seen so far is a lot of the pickle ball clubs that have and and clubs of all types that have signed up so far have done a welcome campaign so they have said okay someone signed up as a new member or they’re visiting for the first time they’ve actually signed up we will send them an email a text another email another text and get them in a welcome campaign that has been really really effective to this
(18:53) point you can also build even more sophisticated campaigns if you want to so you could say Okay somebody who is new I want to try to get them into the loyal category and I want to send a text and then an email and then 23 Days Later another text and another email and with a a customer in the industry what we found is that 58% of the time when they engaged with someone that was in the the new or promising categories they became loyal after getting into the campaign after going through the campaign that that was
(19:32) built um for returning customers you can ask for reviews so probably the most simple automation to start out with is once they have have shown up is to the next day or the day of send a text asking for a Google review that works really well also asking for referrals from their friends or for their friends and then they show you the text they show you they’ve done that when they arrive the next time and you give them a discount on single play or something so we have customers using that functionality as well which is really
(20:07) powerful um I mentioned the Google review campaign this is one that is really effective um so once they show up we wait 10 minutes we send a text how did we do we have one customer who’s tripled their Google reviews in 60 days doing this just a very basic campaign the thing that’s cool with this is the texts associated with the Google reviews have a 98% open rate and then here’s the other cool thing that third bullet point on the screen there if someone says they like you it’s the text will say if you loved us click here if you didn’t like
(20:42) us leave us feedback so they click on the link if they liked you and that takes them to Google the one that uh where they don’t don’t like you if theyhad a bad experience that goes directly and only to you so you’re we’re trying to help you filter the good reviews and the bad reviews out and then if somebody’s lost or they haven’t been in in some time and by lost I mean maybe they’ve let their membership lasts or or perhaps they haven’t been in six months whatever it is you can do some winback campaigns and and try to send them
(21:15) emails or texts to get them to come back with discounts with reminders things like that that will engage them and we’ve seen clubs that have had massive success doing this so far um this is a more complex one that came from the industry so getting at risk customers to engage so these are customers who hadn’t been I think in this case it was like six months and they were able to send a text then what is that 7 Days Later send another text another 7 Days another text another s days another text and 40% of those that were essentially gone
(21:52) re-engaged and spent money at the business again so there’s real world success here that we’re seeing which is pretty powerful um Ashley anything you want to highlight there before I jump into kind of another aspect of patch uh but anything about those automations that I should I should add on or answer questions on here well no I guess I want to make sure that folks understand you know patch still still has to honor you know if someone unsubscribes from you know text or email you know we’re not going to continue to you know they won’t
(22:27) continue to send just like we do in court Reserve um we’re not you know they’re not going to go after you know they’re not sending things to your customers unless you guys have built the automation so there’s nothing in patch that’s GNA go Rogue and you know send your customer stuff without you guys building it and knowing about it so this is just know that you know a lot of times people are asking for this in court reserve and so it is a function now that we have um and I would also say one of my favorite things that Tim and I
(22:58) have gone through especially at Old Coast is looking at the revenue per player in a span of time so it’s great to see your top players maybe you make those special members at your club or coordinators or you know those are your most valuable people those are the people that are probably bringing other people to your Club so being able to identify those top players at the club who spending more money than anybody else or spending more time is Super valuable to you as a club owner or director because then you can take that
(23:28) data reward those people or make them your ambassadors at your club and I just wanted to mention that because that’s been really effective for us I love that that’s really cool and the thing that’s cool with with what Tim and Ashley have done is because they own old Coast they’re they’re such experts in the space right so we’ve taken a lot of cues by what they’re doing in patch to to help build some templates for the other businesses that are joining um that’s been super helpful and then two qu we’re getting a ton of questions which is
(23:59) awesome I see them Jen Wendy Alex Amy Wendy again Michael I see them all we will get to them I promise um but two questions I want to hit right here the first one is how does the texting work like are they going to think it’s from patch or they going to think it’s from your business um you’ll have dedicated either local or toll-free numbers that you can use for texting through patch so they they’re from you like they’re not from us so you are sending those texts from your business they’re regular phone numbers they’re not like the five-digit
(24:33) short code things those weird ones you see um they’re regular numbers they’re just it’s just like their mom texted them or whatever so those those show up as regular text and they’d be from you you you know you’d say hey it’s from you know business whatever your name is and to be from you so so they won’t think it’s from patch um and then Ashley brought up something really important which is we will never like this is your system right so we’ll help you set it up we’ll help you with like hey these templates and these types of things are
(25:04) working really well in the industry but like we’re never going to send anything like we’re not an agency right so we’ll never send anything for you um you send when you want to send you start the automation you want to start will help you of course but yeah don’t don’t worry about us like going rogue like that we we have no interest in doing that so we won’t do that um all right why do reviews matter I’ve mentioned reviews I just want to highlight this so 93% of consumers use reviews as their first step in choosing where to purchase
(25:42) something where to spend their time particularly when they’re trying to determine where to spend like their their discretionary or Le your income and that’s why getting reviews really matters a lot so we can help you with that they’re looking for things likequantity they’re looking for new reviews so you can’t just say okay we’ve got a 100 reviews we’re done getting reviews for our natural life you can’t do that you have to continue to get new reviews and we can help you with that I think we showed that that one customer in the
(26:10) industry that’s tripled their reviews in 60 days using patch which I think is really important the other thing that we offer and we’re actually seeing a lot of customers do this is we can help you put a little widget on your website that will instantly um pop up when someone enters your website if you want it to and engage with them they put in their information and suddenly they’re texting with you so it it transitions like a traditional web chat into an actual texting back in fourth with you in a onetoone basis and that is really cool
(26:43) and you will see leads increase from your website if you do that um your customers will want to communicate with you in that way more than they’re going to want to call you or fill out a form on your website like that’s how they’ll want to contact you so that is something that that is part of this as well we also offer things like checkins um you can have people check in you can also have people fill out forms I think that’s really important we can help you build forms for your website um and then this is just kind of
(27:16) a highlight of everything that is is coming with platform so email you can send emails to segments to your whole list to anybody you want you can use patch as your email platform you can also use patch as your texting platform so whether it’s onetoone texting or texting like large groups of people we had a couple of early adopters who were signed up in December and they actually sent out um text messages to Big segments of their list um right before Christmas and did holiday specials and saw massive massive increases in membership from doing that
(27:52) um we showed you the journeys the automations that you can do you can build rewards programs you can build Google reviews programs the text Chat thing that that texting widget I just showed you and then also ask for referrals and the the DAT I showed you a little while ago all those things are on on patch and you get as part of this integration which is really cool um okay let’s just go through just exactly what you get with the integration already so you can automatically sync your court Reserve data to patch will help you with things like
(28:30) lead capture and then you can do texting you can do email you can do automations things like hey your membership’s expiring soon your birthday’s coming up um you just had a class you just attended a tournament uh so there’s all sorts of ways you can build camp campaigns using patch um and we’re constantly like we’re working with the team at court Reserve to even get more specific data about like hey we can see that you attended a class we’re working with court Reserve to get the data for which class it was like the actual name of it
(29:04) so then you can even do more specific marketing to that that person if you want to as well um and then like Ashley said at the start it’s super easy to sign up um and and a simple process to engage with us so um with that why don’t we engage with uh some of these real businesses and show you how they’re using it right now and then we can take questions and go through everything that everybody’s asking which is awesome so first uh uh this one’s a pickle ball business that is based in Ohio how are they using this
(29:40) so they put texting on their website they have sent text and email blasts to their members and then they’re using basic automations so some auto replies for messages they’re also doing like hey you’re a new member welcome sort of those campaigns and then on somebody’s birthday they’ve sent a text on birthdays um and with that they produced about $20,000 in Revenue so far that is tied directly to those campaigns so that’s a huge deal for that business as you can imagine another one in Georgia um they are using text and email
(30:16) blasts most commonly and when I say blasts what I mean is basically you can go and say hey I want to send an email to people who um have been members for six months and send an email to everybody at the same time um or I want to send a text to people who have spent money in the last 30 days and send that text to everybody at the same time um they’ve also used texting on their website and then they use patch to actually help build their form and then for automations they’re doing a basic new member automation Journey a
(30:53) welcome Automation and a birthday Automation and they’ve produced about $11,000 in Revenue so far which is really cool so real customers using patch using Court reserve and using this integration are seeing like Real Results which is which is always so fun for us uh to see customers using the product so Ashley I just went there for about 15 minutes uninterrupted so any any uh thoughts you have or anything things Ishould mention there before we dive into Q&A yeah lots of thoughts you know one of the things I’ll just say from my own
(31:21) experience in the beginning when we opened up our club now just because we’re a pickleball club we could have been a padel club or a tennis club or whatever yeah but when you when we opened up our club you know there’s a lot going on and then four months in there’s a lot going on and you may be having to change your business model change your programming change all of this but what I was doing is nights and weekends I was in Facebook and I was in Instagram and for those of you who do your own social media marketing some of
(31:49) you may hire that out some of you may not do it at all some of you may do it you know what you’re trying to do is you’re trying to drive initial interest in your facility whatever that looks like hey come by facility sign up for a free lessons free class beginner whatever but then you know it it takes a lot of time to create the graphics to create everything and I’m talking about just social media in in its how we use it today so if any of you are out there and you’re using this I was spending a lot of my nights and weekends trying to
(32:18) engage people to either come the first time to Old Coast pickle ball or at least come back come join us for this that’s what this automation does for you guys it really does save us time because now I can be focused on well of course Court Reserve but I can be focused on a lot of the other things that I have to do and when you set these automations up they’re going to do it for you once it’s just like a said it and forget it and that’s what it we’re always trying to help you guys manage your day better so you do have work life balance and you
(32:48) know and so again I just that that’s my biggest takeaway from what you said in the last 15 minutes is because I was able to kind of not have to be in the constant pulling of hey let me get some new people in the door or at least now I can get these return people in the door even if they’ve come to Old Coast pickleball one time love that that’s awesome you make such a good point so there’s like two ways you can you can engage with with with uh with patch like and be Hands-On keyboard on this right and and dive in so we have some
(33:19) businesses who are they’re in there every day they’re sending emails they’re sending texts like you can tell they love it and then you have others who are like look I just want to build out like some basic automations one time right right I want to send out a Google review request when somebody shows up I want to send a new I want to build like a a four-step new member welcome campaign I want to build out a birthday campaign and I want to send an automation to anybody who doesn’t show up for six months right and that’s it and I never
(33:53) want to log in again fine like cool that is totally fine both use cases are great so um we love that so let’s do this as let’s go through these questions um and go through as many as we can go through here in the next 20 minutes or so and um and try to answer these as best we can so hopefully we answered some of the early ones on as we went through but we’ll just double check with everybody so um will this be part of Court reserver is this an extra cost we hit that one it is an extra cost patch is a different company so you’ve got to
(34:27) be a patch customer as well so um do and what does that involve basically like we’ll do a demo with you we’ll show you the product we’ll make sure you understand it that you want to do it we’ll make sure that pricing works for your business and um then you sign up um once you’re signed up you have an onboarding call with our team well there where they will help you actually like connect the court reserve and and Patch integration um so hopefully that answers that question Sarah ask will this be available in all regions yeah wherever
(34:56) Court Reserve is uh we’ll be there too um yeah everywhere should just I think I’m in everywhere which is great um let’s see Wendy asked kind of the same question is this part of Court Reserve no it’s separate separate business so it is a additional cost um Alex says will The Client see patch Court Reserve or our club is the one who sent like an email or text your Club completely your Club so imagine white labeled almost right white labeled yeah that’s right so it’s going to be a text from a number that that is associated
(35:32) with your business um it’s going to be an email from a domain that’s associated with your business so like yeah it’s from you you run it that’s all um Tim asks different Tim not your Tim Ashley thanks Ashley McKay we’d love to see some actual Roi metrics um since it’s been deployed at Old Coast good question I I don’t we didn’t go through that before this call but yeah what are you seeing so far in terms of like what’s what benefit is this producing for old Coast specifically Ashley yeah well I can say you know just the couple
(36:08) of things that we’ve set up uh we’vealready done the texting within the platform within our own website I’ve told you we already we’ve seen where we can you know locate which players are driving the most Revenue at our organization and making those kind of ambassadors or coordinators at our club um I can talk to Tim my Tim and ask him if there’s some specific metrics that we can show you guys and if you’re interested in seeing those metrics you guys can send me an email Ashley atcr reserve.com it’s not a problem um I’d
(36:35) love talking to all of our great Partners um and so send us an email can see what we can show you um just so you can see from beginning to end you know and what we’re using uh I I think that’s a great question actually and I wish we would about that today yeah yeah no that’s a great question the thing that’s cool so on the home screen when you log into patch once you’re a customer and you’ve started to send some stuff you actually can see um we call it conversion Revenue so basically it’s like okay for everything that you sent
(37:09) did did it actually produce Revenue and we’ve had some people like ask well how do you track that like what does that mean basically what we do is say look if you interact with a campaign um like if someone let’s say if one of your customers interacts with a text or an email and then they spend money with you in the next seven days we count that as like conversion Revenue that it’s associated with the campaign um is it perfect no but it it’s the best we could come up with to like try to tie it back to some action that they would
(37:40) have taken so good question um let’s see can we link this to our social media campaigns in some way great question currently no so we’ve actually had a couple people ask this recently is like could we link this to like a Facebook post or something could we post on Facebook with patch right now no we don’t we don’t do that it’s texting an email mostly um let’s see Josh asks is there a way for someone to fall off if they give if they’ given a review or would they keep getting the message with every visit oo really good question yeah so if they
(38:14) actually click on the review link you can actually build part of the automation to never have them get that campaign again so by clicking on the review link they would never get like an ask to leave a review again really good question um let’s see you know what I’ve actually logged in to patch for old Coast pickle ball and I’m happy we got real time here love it let’s go okay so but I can’t share my screen oh no you can’t can’t share your screen do you want screen or do you want to just tell us no like I mean sure I
(38:56) can just tell you because you won’t let me sh my screen so um so right now customer activity over the last 30 days um you can it’s a graph almost and what I can do is again if you sharing so you can share so the middle button right there you can share it let um it says you need to make me a presenter oh dear okay well now we’re testing my go to webinar expertise in real explain it yeah explain it see well I’ll just talk through in the last 30 days it shows that we brought in 77 new customers the revenue of that was
(39:39) $1,774 my returning customers is ,3 that revenue is over $22,000 it shows me that I’ve had zero loss customers in the last 30 days it shows me how many total contacts I’ve made in the last 30 days total sales in the last 30 days conversions and recaptured customers and also what our retention um percentage is as well um again it goes through and it talks about how that’s just what we’ve set up but we can ALS and you’re you’re now a presenter actually you should be able to SH now all right so I’m just GNA show
(40:19) this let me go back over here let’s see yes so again just real quickly can you see my screen yes L looks great so so folks look at this December right you can hover over when you see new customers leads opportunities Revenue I could dig in even more I can change this from 30 days to last month last quarter I can go through sales last month last quarter year to date so again this is just a screenshot of what we’ve done at Old Coast pickle ball in just the last 30 days and let’s be clear you know we’re a two-court facility so we are a
(40:59) lot smaller than a lot of your facilities but the decisions that Tim and I can make just using this data right here without even digging in any further is really powerful awesome I love it and here’s the cool part with this if you scroll down a tiny bit on your screen there Ashley and you’re going to see that conversions card um so that conversions card is the one I was talking about where that is the actual Revenue that is that someone that someone spent with old Coast within seven days of interacting with a text or an
(41:33) email and that that’s incredible like think about that that’s a 7day snapshot um now now someone Skeptics Among Us will say like well gosh you would have gotten some of that without this yeah probably absolutely you certainly wouldn’t gotten all of itthat’s the other part right like it’s so it’s it’s really cool to be able to see that data and um and there’s very few systems that provide marketing um tools that actually even try to tie it back to Roi it’s just like hey we send emails and stuff um so we’re trying to to tie it back to Roi which is
(42:08) good um okay cool all right let’s keep going here great great job look at us working on the Fly Ashley man awesome how we here high five for Ashley here um okay um let’s see social [Music] media software system reserve and Patch I’m trying to find here okay we have family memberships um Santos says we have family memberships and children under 18 or list with their email addresses are they excluded from email campaigns yeah so we we can tell the difference between a guardian and a minor within patch that’s really
(42:50) important as you can imagine to not be texting and emailing people under 18 so um yes we are able to tell the difference between them and it won’t allow you to send emails or texts to folks under 18 as a general rule um for texting is it possible to Port over an existing phone number yes it is Joshua really good question question um it is possible to do that generally it’s easier to just get a new number for the texting and here’s the people get like oh my gosh are they going to recognize it’s my number I got
(43:19) news in 2025 no one knows any numbers anyway I think I remember my home phone number from when I was a kid and my wife’s number and that’s I couldn’t tell you my kids numbers on their phones um I just know that it shows up as their phone so like no one knows your number it’s hard to hard to realize but in yes we can not a big deal to do that though frankly um let’s see is there an email builder in patch to so we can build the email campaigns yes there is an email Builder you can do just plain text email if you
(43:54) want you can also do like more sophisticated emails with images and headers and colors and fancy stuff so yes there’s a very simple email Builder within patch really good really good question um let’s see do we charge for text and email in addition to the fees so yeah let me walk through this we’re getting a lot of questions about costs let me just kind of walk you through how we charge so you pay whatever you pay court Reserve that doesn’t change we have nothing to do with that yeah um patch has a subscription
(44:30) cost um and then we charge for each text that is sent beyond that that’s it so unless un you have like an absurd number of contacts which most businesses in this industry don’t like have some crazy number um but we charge for Tex because we have a hard cost with with that we have a hard cost associated with that so we try to recoup that cost um but yeah that’s the additional charge so you you would pay patch and you would pay court Reserve separately it’s not like one bill but yeah Ashley go ahead yeah so Court Reserve is not charging you for
(45:05) this this is part of what you so if you guys just know upfront like we we know that this is something that we have needed over the past couple years we know this is important we don’t charge you for this let me just kind of stand up because I know people are like oh why do I have to pay extra for text if you use text in court reserve it cost it costs you would you would be surprised how much text messaging costs for any business who sends text even if you go to make a resi dinner reservation resi’s paying for a text to send to you so
(45:33) unfortunately texting just part of the what most businesses have to recoup um so I don’t want people to think that oh just nickel and diing me because text cost everybody and that’s why if you’re Court reserve customer we tell you to use push notifications so okay go on no it’s a really good point um so yeah just to reiterate Court Reserve doesn’t charge you any extra for using this integration right not a dime extra right patch we charge a subscription fee by the way that’s discounted because you’re a court
(46:02) reserve customer so if you were just a random business who signed up with us the cost that we would charge you would be about 15% % more than what we’re going to charge you because you’re a court resered customer it also depends on how many locations you have that kind of thing um and then we just charge a per text fee on top of that that is nominal it’s 1.
(46:24) 5 cents per text so that usually is adds up to very little as as people text so um yeah good questions um so Joshua asks in the conversion metrics how do you define engagement in the last s days does this mean clicking on an email or just opening an email I believe it means opening so it’s anything that they actually do so it’s not like did they just get it Joshua it’s a good question it’s like did they open it did they click on it did they do something with it um good question Douglas asks how do we set up patch so um after this call we’ll have a team
(47:01) member reach out to you and see if you want to set up a demo of patch um we’llget you on a call we’ll walk through the platform talk with you about what cost looks like for your business and um see if you’re interested in signing up if you want to sign up we’ll um sign you up and then we’ll schedule an onboarding call where we’ll set up the integration and help you with setting up the first few like emails and automations and stuff like that and uh get you get you squared away so usually it’s like one call to you know to make a
(47:31) decision if you want to buy or not and then um and then you like one additional onboarding call to get the integration set up but we’re available to help beyond that I don’t want to make it sound like we’re not we are one thing I was telling Ashley before the call that’s interesting so when we when we onboard a new customer we try to set them up with like hey here’s some ideas for emails to send and here’s a few like templates for automations to send like a Google review one and a welcome one and what we found was that customers were
(48:02) super excited and then we call them a week later and be like hey you haven’t sent anything and they’ be like oh I haven’t had time to write the copy for the dang email and we’re like oh okay and so what we started to do is actually put a little bit of Copy in there as a baseline for you so you can change it and you don’t have to use it but we just wanted to give you something to like help start the engine a little bit because we know you’re you’re really busy and while he’s looking at the next questions I just want to mention I’m
(48:34) trying to talk McKay and the patch team you know Court Reserve Catalyst are user conferences for all of our admins uh we already have the next two dates Phoenix is in March Austin Texas is in April we’re coming to Seattle we’re going to do the desert and California in June you can go out to court Reserve look for Catalyst I’m trying to talk McKay and some of the patch team to come out with us so you could meet them in person and kind of you know if you’re interested or if you’ve already got it set up they can
(48:59) sit down with you work on this so again like don’t think this is the only time that we’re going to be you know doing things together because we are going to you know try and do things together this year as well so yeah we’ll we’ll be there um whenever whenever Ashley will let us show up we’ll be there and we might just wait outside the hotel if she doesn’t let us show up we’ll just um no we’ll be there and then we we’re going to host like regular webinars too with court Reserve like I think we talked with Tim about doing something like
(49:27) every quarter and then for people who sign up as customers for for patch as well we’re going to start doing like monthly Ashley suggested calling it like office hours where it’s almost like hey come and we’re just going to like train you on how to do something so in addition to the SE customer service we’re going to provide and the onboarding we’ll do some sort of office hours like that so don really good segue she asked the question what kind of customer support do you have beyond the onboarding phase great question so um
(49:56) I’ll two things first is the onboarding phase can be kind of as long as you need it to be like we will work with you until you’re till you understand the product so I’ve been really clear with our onboarding team like hey this isn’t like a two phone call thing and then it’s like see you later we Rite off into the sunset so we will like stay with you until you feel really comfortable and then beyond that once you’re logged into patch there’s a little like texting widget in the bottom left hand corner that um you can
(50:28) just click on and immediately start a texting conversation with us about something in patch that you have a question on you can also so call us at the number on our website or email support patch retention. and we’ll answer any question at any time um and uh try to help so our CS team is is awesome they’re super busy and I’m trying to get them to hire more people but they’re so busy they’re like having a hard time hiring people quickly enough so it’s a good problem but we’re trying to hire more their as well so if you
(50:59) know anybody um let’s see yes someone saying hey Florida’s nice this time of year I don’t know about that I just saw you guys got snow down there so uh I don’t believe you no we did not get St Augustine no snow St Augustine no snow just in Dustin and some other places all right um cool so again I think we’ve hit most of the things um cost like I’ll give you a ballpark but again it differs by the business so like I’d say 300 to 350 a month is where most businesses are going to be plus the texting charge and there
(51:32) is a court Reserve discount associated with that but again there’s some variability so my sales leader who’s probably on the call just like wanted to punch me as I said that but because it is going to be variable but um that’s roughly where you’re going to be and you know sometimes I mean like I’m I’m abusiness person right and you know when you think $300 a month oh my gosh right but how much would you spend in regular marketing or man hours to grab $110,000 or $20,000 extra per month so I know that it seems like a lot but I would
(52:06) definitely recommend you get on with them and help them help you understand where you need help with your automation because you may not want to send out birthday text you may just want to set it and forget it for all your new existing or your lost customers so again you have to look at the return on investment just like you do with court reserve and make a good business decision based on what they show you on your own call with them yeah well and here’s the other part too is like what we found is that most businesses and in in this space are
(52:44) usually paying for like an email marketing company that amount anyway just for email blasts like none of the automation none of the loyalty programs none of the texting they’re just like yeah we’re paying like 400 bucks a month to MailChimp um and they’re just sending like three emils every once in a while it’s like look we can we can help you do a lot more than that and and in a far more automated way plus you get texting and a ton of other stuff so the ROI is really clear and and Powerful so awesome um so what’s the next step um um we’re
(53:19) getting asked a couple of times so yeah book a meeting with patch is probably the next step like we’ll we’ll schedule a demo with you um and sit on the demo see if you like it see if it works for your business and uh then we’ll walk you through what the onboarding looks like and go from there and again the thing I want to stress you will not pay an extra dime from Court reserve for this like Court Reserve will charge you zero extra pennies for having this integration save your pennies for texting that’s right
(53:53) that’s right save your pennies for texting um so yeah you won’t pay anything extra for to court Reserve you will pay patch separately for this um if you guys I know that the patch team is going to be reaching out to those who are on the webinar today but if you are truly interested and you want to go ahead and say Hey I want to book my time with you guys you can come out to court Reserve live chat and say hey Ashley I was on the demo can you hook me up with the patch guys just leave me you know who to contact your email your phone
(54:25) number and then we have an internal way to send that over to the patch team um if you want to go ahead and do that before McKay’s team reaches out to you guys so yeah great um Britney asked a good question here to close there’s so many good questions here guys I’m sorry we’re trying to get through as many as we can um Britney says is this built mostly for fitness centers country club sports facilities it’s a really good question so that’s where we’re actually seeing the most um like obvious use case right now it’s interesting when you
(54:53) build a product sometimes you don’t know like who’s going to use it and what they’re going to use it for um but yes we’re seeing a we’re having 40 to 50 new pickle ball and fitness center country club sports facility type businesses add patch every single month right now so it’s like very clearly working for businesses like yours and with this integration in place man it’s pretty powerful stuff so that’s pretty cool um and then JY says can you email a monthly newsletter we don’t email it for you to be super clear but yes you can set up an
(55:26) email for a monthly newsletter in the system so yeah cool Ashley any final thoughts final words final bits of wisdom before we close here no I just hope that you guys know Tim and I are always you know doing our best um to find or build the things that we know you guys need to run your business and be more effective efficient time management um and this is one of them and so I hope that you’ll um take a good look at it and see if it’s the right Avenue for your business and um yeah send me an email if you want to
(56:02) know more love that thank you so much guys we’ll have people reach out so if you get a call from somebody from patch like that’s that’s what they’re trying to do is just follow up from this webinar we’ll make the recording available as well and uh yeah we’ll we’ll try to do we’ll do this again in a couple of months and uh answer questions and share a lot more customer success thanks so much to Ashley and to the court Reserve team for like working with us on the integration for this webinar and uh like these things are fun fun when you get a
(56:34) really good partner and Court Reserve is that so thanks to court Reserve thank you all for taking time we know you’re busy so have a fantastic day a great week and survive the snow down there in Florida my word like the winter wonderland all right thanks guys see you
Boost Member Retention: CourtReserve x Patch

Video Transcript
(00:08) everybody will start coming in hello [Music] everyone we’ll just give everybody a minute to hop on [Music] hello everyone my name is Ashley Owens I’m with court reserve and we are so excited today to talk with Michelle all about cardio tennis welcome Michelle hello everybody thanks for being on well before we get started uh just wanted to do some housekeeping uh for those of you who use Court Reserve uh we are having uh user conferences uh we’re taking it around the country coming closer to you do not miss out on a day spent with us
(01:04) we’re going to talk about all of the new things in court Reserve how to supercharge what you’re using bring your front desk person your general manager whoever um the first two that we’re registering for Phoenix March 10th Austin Texas April 16th uh you can go out to court reserve and find the Catalyst registration links it’s one day what what do you got to lose and you know maybe we’ll play cardio tennis after that I don’t know maybe or triples little triples that’s right so also this is going to be recorded it’s going to be
(01:36) on the court Reserve YouTube channel and then Michelle’s gonna have it as well so well let’s go ahead and get started Michelle tell us about you how’d you get started in tennis yeah so I think like most of us as a very young person but also not like most of us I did not I was not doing tennis at a high level like I was not one of those I was not the one of those high performance Junior players um I did not play college ball um I went to Arizona State which yeah there is no way um that I could have done that and
(02:11) that’s fine and I think in some ways I I take that as it worked out for me because I feel like a lot of our um female tennis players they play college ball and then they get so burn out and they leave the industry so I just reflect on it like that it worked out it worked out for me and that so I’ve been teaching since I was on and off since 18 did not intend it to be a career it became the career um so I worked at clubs in different countries in on the west coast I built a tennis and fitness facility in Puna
(02:49) Florida and then um Hurricane Charlie hit in 2004 and my house was condemned and the whole town was leveled and at that time I was not fun and I thought I’m leaving the tennis industry and then there was an uh advertisement uh looking for cardio tennis manager USA and I saw the job description and I said wow this is like this is me like my picture should be here and I um submitted my resume and they picked me and here we are 20 years later wow that’s an incredible story like lemons into the lemonade there yeah yeah and
(03:37) and it is this is the 20 year anniversary of cardio tennis so it was launched at the US Open in 2005 so we’re very excited that’s a big anniversary 20 years wow that’s incredible so um you you were a part of building the first cardio tennis programs then yeah so um it initially cardio tennis was under the banner of the tennis industry Association and uh Jim B who was the president of the Tia and a US board member at that time and Jolene deor she was the executive director they came up with the concept Etc and then they hired
(04:16) me and you know here we are here we are today all right so tell us exactly because I’m an adult tennis player right I go and I play tennis at my club and I personally love cardio tennis but but my cardio tennis probably looks a little different than what your cardio tennis looks like so tell us the vision and what cardio tennis is supposed to be yeah thank you for that so I I think if we put it into perspective of what is somebody seeing what is the visual okay when somebody comes across a cardio tennis court okay and it
(04:55) should look very it should look and sound and feel from an energy standpoint ex opposite polar end of what traditional tennis um historically is so what I mean by that is if you were coming up on a proper great cardio tennis court okay one you’re going to hear the music and the music is very uh high beats for per minute it’s dance it’s electronic um you should feel like you are in a nightclub all right that’s why we say cardio tennis is a party on the court so you’re hear you should be hearing that so that that’s starting the
(05:38) vibe that’s creating part of the energy the court is going to look different okay you’re going to see an agility ladder you’re going to see flat markers you’re going to see red and orange cardio balls okay so visually it should look different there is specific equipment um you’re going to see a a group of of six to eight athletes who are in constant motion and having continuous touches on the ball and they’re doing cardio blasts and they’re just smiling and they’re laughing and they’re feeling empowered so that’s
(06:17) cardio tennis wow so this sounds like they have to be like really good tennis players like what’s our athletic ability when it comes to like a cardio tennis class so that’s one of the beauties of cardio tennis and and I’ll backtrack andremind everybody that it is group fitness so it’s not a tennis CL class unfortunately it’s being delivered as a tennis class and not group fitness so one of the greatest benefits of cardot tennis is its inclusivity okay we are all about that so it doesn’t matter what your tennis or
(06:52) Fitness level is and let me say that Fitness level is equal to or more important than tennis skill and our coaches need to recognize that okay because when you use the tools the standards which is the red and the orange cardio balls we also have the two bounce rule which we can discuss those are all the great equalizers okay so we want to be welcoming to everybody because that’s the only way we’re going to grow our sport I love that so from what I’m hearing so there is a a class maybe that we can learn as instructors or we could
(07:35) if we’re a club we can send our instructors or or teach have them taught how to do a cardio class talk more about how that works yeah so I will say I’m pretty proud of our education over a 20y year time span as you can imagine um our education um has grown morph gotten better every single day changed has gone through many different phases um of course I’m biased but I would say that our education is some of the very best tennis education out there and and because what it’s teaching somebody even if they never do cardio tennis okay it’s
(08:14) teaching an instructor how to better manage groups how to do modifications okay how to keep things exciting how to um coach better from a you know queuing standpoint and not just constantly talking talking talking those sorts of things so um one of the things that we’re very proud of um is we did have um we have a product uh we don’t promote it as much but it was um we partnered with TRX suspension training and we worked very closely with them for many years and so this amazing product of a combination of TRX suspension
(08:57) trainers on the tennis court uh with the cardio tennis and I think what is resonates most there is that course that eight hour course was on the TRX professional development page okay meaning tennis has never never been included in the fitness world and you know I I cannot um give that enough credit for how like critical that is and and we always say that tennis is Fitness so there’s TRX cardio tennis um our current live courses um right now they are five hours we pack a lot into five hours um like anything it’s a it’s
(09:42) a taste it’s a snippet okay like getting good at Cardio tennis just like anything you would have to you have to practice so you know you’re not with us for five hours and we’re May waving a magic wand you know go do c no don’t go do it tomorrow because you’re having to put together a lot of stuff like 8 to 10 unique activities okay is the foundation of a proper cardio tennis workout um we have a course coming up in Chicago um we have a course coming up in Las Vegas uh we’re always adding um to the uh the course schedule and you can
(10:22) find all of our information at Cardio tennis instructor okay well we’ll make sure and Link that in the YouTube video as well so so talk about like when why coaches should consider learning cardio tennis like what is what have you seen that do to like retention at a club or even introducing players to tennis in the beginning I mean like what has that done and why should coaches you know be interested in cardio tennis well I would say number one reason money oh that’d be my number one reason if you as a tennis teaching
(11:03) professional want to make more money then cardio tennis is your answer right so um there have been uh there are coaches in the US that have said you know Michelle because of cardio tennis I put my kids through college okay that’s a huge that’s a huge statement okay um we have coaches in the states that that’s kind of all they do like they don’t have to do anything else because their cardio tennis programming is so strong and maybe they’re doing they might be doing 15 hours a week of card tennis programming so they’re not having
(11:47) to do um a lot of extra maybe privates or or group things because they’re making a really good amount of money we’re not going to make a lot of money putting one person on a court it’s just it’s just it’s it it doesn’t make sense for anyone it doesn’t make sense for the tennis coach and it doesn’t make sense for whoever owns that facility okay this is why tennis courts get taken away because we are not generating Revenue per square foot all right so you need cardio tennis so that you’re putting at least eight people on
(12:23) a court at a time and I would go so far to say and especially if you’re indoors okay there should be no private lessons Okay minimally you should be putting four people on a tennis court every single hour how else are we going to survive as an industry wow what is the go and like how long is a normal cardio tennis class and what have you seen rates for that class for students yeah so it’s one hour and I’m going to be very clear that it’s a60 Minute it’s not 90 minutes and there are 90minut C C things out there okay so
(12:55) what happens at 90 minutes is it’s not cardio tennis anymore because cardio tennis is high-intensity tennis training high-intensity interval training okay most hit classes hit Fitness classes in 2025 are 45 to 50 minutes so if you’re doing cardio tennis for 90 minutes one of two things is happening you’re either overworking the athlete okay and or you are underw working them and okay and I would air on it’s mostly being under worked so 60 Minutes um prices across the country uh the average in the US is about
(13:43) 2223 per person okay so you’re going to see it maybe at the low end at $15 per person um I have literally seen it as high as60 to70 per person wow those courts are special they’re special um I will tell you that those are those higher prices you’re you know we’re talking in some markets in Northeast cold climates resort resort um and I would say that some of those especially the resort the quality of the cardio is very very poor yeah so um I think you know you’re going to find most people in that 20 to $30 range per person yeah so just
(14:36) multiply that by eight yeah wow have you seen it with like Juniors or is this mostly an adult Fitness class it it’s it’s earmarked for adults I mean we say that um basically the age it’s 12 years old and up okay so so 12 and up can do c it’s great for high schoolers all right so I mean all high schoolers should be doing cardio tennis right I mean what is cardio tennis it’s friends it’s social there’s music there’s games there’s technology if you’re using heart rate monitors I mean that is what that age bracket that is what they’re all about
(15:18) um so yeah so we try to be at a lot of the High School coaches conferences Etc and know try to you know educate them and and you know help them to understand um but yeah it’s it’s an adult program because our adults are neglect it okay it’s getting a bit better but if you look back um adult tennis players I feel have been neglected and there’s not enough offerings for them um and we need to do better well it’s like I told you earlier so I mean I work full-time right and so I have limited time to actually go and
(15:56) play tennis and there’s nothing like knowing that I can go to my local club and play for an hour and get all my workout in because I don’t have two and a half hours to go play a social match during the day or first thing in the morning and so I love the fact that the class is compacted and I can get all those calories out within 60 minutes right and when it was when it was born back in 2004 2005 one of the main key factors was because again this was not just made up all right everything is very purposeful okay and when it was
(16:31) created at the time uh the Tia Jim and jolen they looked at they looked at data okay and and Jim was like you know how Fitness activities are kicking the butt of traditional Sports again I’m going back to 20405 how can tennis compete with that and that’s how cardio tennis was born so part of that whole scenario was Americas are Americans are time well we’re all time crunched we’re time crunched okay you and I work really everybody works really hard we got 60 Minutes or Less right we got to get it into that and has
(17:13) to be effective yeah right yeah and fun I wna have fun oh my goodness for sure so we’re uh we’ve got a couple questions coming in and we will answer your questions um I want to talk about a few more things before we get to those questions so I know that in a couple weeks at my club we are doing a fundraiser and we’re using something called triples can you talk about triples because we did a little Showcase of it at the club the other night and I had a blast yeah so those who know me they will know that I will say that triples
(17:46) is the greatest game in the whole world okay so it’s a signature cardio tennis game um it kind of like um represents everything that cardot tennis is all about um so on cardot tennis instructor. comom we have uh free online education uh there is a course on how to run a triples event and we come back to making money so charity events making money for your own personal at your Club Etc um and we do call it cardot tennis triples because it’s pretty specific how it’s played um it also works on the pickle ball court okay okay it it also
(18:30) works on the padel court okay but but the only difference with padel because how we position triples is again inclusivity okay so we could take a complete novice tennis person get them onto the triples court and within 10 minutes they’re doing just fine now what why are they doing just fine okay because you look at pickle ball and again we have a um it’s an easy it’s easy to get started with okay in triples because we put three athletes on the court we’ve now Shrunk the size of the playing field so that makes it easier okay we use the orange
(19:16) cardio ball that makes it easier we use the two bounce rule that makes it easier all right right so it’s very very uminclusive um and there are we do a self feed so it’s just an underhand an underhand put the ball across the net it can go anywhere in the court and it’s fast and furious with tons of tons of touches on the ball so I live in Sarasota Florida I always say triples is cultish here um everybody does it uh we’ve always said like we my vision is that and it does happen here in Sarasota my vision is that athletes will
(19:55) they will go out and play triples on their own like just like they do doubles now granted I know it’s harder to find it’s hard enough to find four people let alone six but it can it can be done um and you know the the amount of you know fundraising charity events that can be done with this a lot of the high school teams they need to do fundraising uh we do big one here in Wellington Florida it’s for dog rescue um I think 15 to 19 courts of of triples going um making just a lot of a lot of money so it’s um everybody should play triples I can’t oh
(20:34) backtrack to pedel so the difference with padel is that padell you actually have to be a good padel player and here’s why because again it’s a it’s a smaller Court you’ve got you’re putting three people it’s too dangerous okay so so triples and padel you have to have athletes that actually know how to play padel fairly well because beginners it will not be yeah it’s I mean because everybody’s getting hit in triples anyway under normal circumstances um so yeah we just Safety First safy orange Ball please I say this over and
(21:23) over again please never use the yellow ball in triples no matter how no matter how good no matter how good your athletes are okay because it’s about the workouts right right it’s not it’s not it’s not tennis it’s Fitness all right and I’ve you know I’ve had D1 Ballers X Tour players on the triples Court using the orange ball big huge forehand guy gets hit right here next orange ball next day massive black and blue Mark orange ball not even the yellow ball wow not even yellow ball so please don’t please please out there remove Universe tennis
(22:09) Universe do not use yellow ball for triples thank you goggles and orange balls please yeah yeah yep all right so let’s get a couple of our questions uh let’s see the first one Michelle I know you talked about cardio tennis being an equalizer regarding various levels on a court but what’s your thoughts on students who want to form their own groups specific to their level great question I love that I love that and you should be doing that so first it’s always about you’re offering both okay so if you’re starting cardio if you’ve
(22:43) never done any cardio program at your Club you need to start with the inclusivity in all levels okay um because you have to grow your program and again that’s kind of the whole purpose and you should always always have that I would position it more as um private cardio tennis okay so let’s say that you have a men’s 4.
(23:04) 0 team and remember cardio tennis is how we train for tennis okay that is like its biggest purpose all right so telling somebody to go out and J dog one mile five miles in a straight line that is not helping their tennis play okay riding your bike is not helping your tennis play training cardio tennis is the very best way to train for tennis competition right so then what you do is you say Okay so this men’s 4.
(23:44) 0 team this is going to be your Fitness and conditioning part of your week this is your time slot whatever it’s only these people and you’re going to charge a little more because it’s private okay now let me add on to that I I do not recommend in general having skill based like publicly skill-based cardio tennis classes because as soon as you do that we’re not being inclusive okay and if you’re doing cardio tennis correctly with using the orange ball and the two bounce rule level doesn’t matter very good I hope I hope that
(24:31) answers yeah that was good um another question can we use green dot balls for other games and drills yeah um so green is better than yellow okay but it’s still too hard and too fast all right so one of the best B and believe me the green Ball’s my favorite ball that’s what I that’s what I personally train with all right but for cardio tennis again a lot of our games are three people on the court okay and safety is our number one priority so if you if one steps on an orange ball the chances of someone turning their
(25:09) ankle are slim to none okay that probability goes up higher with green highest with yellow of course again you get hit with the green ball in your eye it’s not that far off from yellow yeah the orange ball does not come to you does not come to the athlete the athlete has to go to the ball this is a fitness class okay so just with that ball and that movement you’re training First Step quickness you’re training the ability to get better at digging out low balls so remember everything has a purpose so I would say if you need to use it use
(25:52) it it’s better than yellow okay but the standard is the orange ball okay verygood um we have something uh let’s see Bill riddle is asking is it true that Michelle is known as the cardio Queen of the world he’s asking for a friend so hello Bill hello Bill we love you all right uh tell us about National hit to be fit day yay my favorite thing all right so last year was our first inaugural event um and it was I feel it was um we had a lot of really BigTime goals um we’ve got really close to our goals but but here’s how that all came
(26:33) together um this is a day one day so so we know that well a lot of people don’t know may is national tennis month so it’s surprising I can go around the country and many people don’t know that may is national tennis month so it’s a celebration of tennis um so one day is about the industry as a whole coming together to Showcase and celebrate the health and wellness benefits of tennis and the inclusivity um all on one day we’re on one day we’re all essentially doing the same thing um which the format for this day this event is there’s an adult red
(27:22) ball piece okay and then there’s cardio tennis triples so what better way to Showcase inclusivity right like anybody you’ve never played tennis you can do hit to be fit day um again cardio tennis nothing really um exemplifies the health and wellness benefits of our sport of our great sport um than that so you’re putting those two things together it can be a 90 minute to 2hour event um we’ll have some incentives um those those aren’t quite set in place yet but we’ll have incentives for those that um you know want to be involved in participate
(28:05) on that day we will have a registration um so there’s going to be each year our national tennis month keeps getting bigger and bigger so our Flagship uh location is Lake Nona and um our goal we had 110 athletes last year at Lake Nona our goal this year will be 1160 so that should be about 20 courts and then um our goal for providers across the country will be 300 locations um doing the event that day last year we’ve got 200 so um I think we should pretty easily get 300 this year well we’ve got uh over a hundred registered for this so
(28:50) we’ll just start emailing them about getting them on the that’s 100 more right there so that’s 100 more and it doesn’t and and again I want everybody to look at this like you can make money on this okay we’re not asking you to offer this for free all right so like you should be you know you should be charging you know charge what or you can do it for free too but free remember free people get they’re not as committed all right um but you know be on the lookout for you know myself and Ashley cardot tennis instructor. comom when you
(29:22) know we have some of those other pieces in place that’s exciting um so we’re starting to get a couple pickle ball questions uh and how that relates to cardio tennis so I guess right off the bat pickle ball and cardio pickle ball tell us a little bit about what you know how is that going to work yeah so I appreciate all those questions and I get um for many years uh that question comes up a lot um I want to be clear I think there’s people out there that think I’m anti- pickle ball and I am not okay I mean I am happy for anybody doing
(29:55) something that they’re not lying on a couch um and they’re getting out and exercising um I I you know I don’t appreciate them taking our courts all right but I think that’s I think that’s fair um so yeah there’s a so can I do cardio pickle ball I guess I’ll say just because one can do something does not mean that they should do something right and this goes back to what what are what are the origins of cardot tennis there was a big need for that all right because again we’re putting two people four people on a
(30:37) court they’re not we know the tennis at at a little more skill level is the most amazing workout but that was not happening for the majority the beauty of pickle ball okay the beauty of it and why people like it so much because it’s just great in its own form okay so you are getting a lot of touches on the ball you are getting a workout I’m not saying it’s as good of a workout as cardio tennis okay but you’re but there is a decent workout happening there and I’ve seen so so if you are going to do cardio pickle that’s obviously your choice but
(31:13) you I think you have to understand cardio tennis first and we do get pickle ball coaches that come to our training okay all right so because a lot of the cardio pickle that I see out there online video sadness like what what is cardio about it okay just because you’re playing some music so what what I’m seeing with cardio pickle is okay now you’re trying to put six or I don’t know eight people on a in a very small space and nobody’s moving oh okay yeah so that you lost the fitness part of it so so if you want you know again
(31:55) anybody can do anything they want um and so I but I just would recommend if if you if you want to do cardio pickle then I would get I would understand cardio tennis first and all the pieces okay that because cardio tennisit’s a format it it purposeful okay there are time hacks just like any great group fitness brand all right there’s another question like a followup to that how would you adapt triples to pickle ball so there’s really not I mean I’ve done it with eight people on the court I’m actually going to be at fiser Island Miami um
(32:38) this weekend and we’ll be doing triples both on the tennis court and the pickle ball court um you know just again safety’s always first so if you’re going to choose to use the pickle ball okay which is pretty normal um you know just caution your athletes to not try to intentionally hit one another um it it work you’re not going to use the two bounce rule okay because we’re already in a very tiny tiny space um you could use the red ball um but I think for most people you know they want to stick with the um the tra the standard pickle ball
(33:12) which is fine and there’s really not there’s really not any add but also understand triples so please go watch the course online okay so that you know all the ins and outs of it all right we got like several more questions in here great um do you notice a resistance from some of your better adult players about having to use orange or red balls so I think we get caught up on that okay and um number one I’m never bringing attention to those balls it’s just like here it is all right so let’s talk about the better player and and I
(33:46) find that it’s not really usually the better player the better players get it so 40 and above is get it it’s the middle section that really doesn’t get it okay so one we’re there for a workout like you you just have to keep repeating that if you want to play tennis and do traditional tennis then go play singles or go play doubles okay it is it is a workout so for the advanced player um they can still the beauty of that orange ball is that they can still hit that orange ball at their Mach 1000 okay or whatever their speed is and the
(34:29) beauty is that the whoever’s across the net from them they still have a chance so it’s not hindering their workout at all all right and then people will say well Michelle two bounce rule well I’m so good I don’t need that okay right um we’re all so good um benefits for the two bounce rule for the advanced athletes is one now their brain has been trained their whole life one bounce so now they have this other option so that is that is a that is mess with all the synapsis in the brain and you’re having to like it’s
(35:18) scrambling and you’re having to like readjust and you’re having to readjust your space your positioning and your timing to the ball so that essentially is making one of better athletes okay number two with the two bounce rule um the angles that are created by that better athlete are completely insane okay and the balls are now staying in play like nobody came to hit and rotate okay we came to touch we came to touch the ball so um I I think as coaches um that’s why we’re the coaches that’s why we’re the certified tennis
(35:56) teaching professionals um because we have been educated on what is best for our athletes so it’s there’s empowerment there’s um you know there’s again it doesn’t matter total beginner Advanced athlete there are benefits um of that advanced athlete hitting with an orange or a green ball it’s a training it’s a training tool okay oh Ashley I’m gonna I’m gonna say my I’m gonna say my statement that we talked about before we got call okay so um the true sign of a great tennis player SL racket sports athlete is that they are are good at
(36:40) hitting all four balls so red orange green yellow I’ll throw the pickle ball in there too okay so they can hit all of those balls well and they can do it on any quartz size that’s the sign of greatness in a racket Sports athletes oh I love that that’s good stuff um another well this is a great follow-up question what adjustments would you make to do this on a clay Court none none so that’s how we have the two bounce rule I mean we’re in I’m in Florida you know Florida’s all clay but yeah I would make no no adjustment
(37:30) and you use the two bounce rule for all the games during card so two bounce rule um is obviously it’s more specific to games um you you can do it in the drills like here’s the thing where on my court if they need three bounces take three bounces like if you need 20 bounces take 20 bounces I I want to empower that athlete all right so obviously in Florida we have a lot of senior athletes okay um or you have beginner you know you have new people it’s terrible for them to not get to the ball or miss the ball like they they
(38:08) then they’re going to feel they’re going to lack in confidence they’re not going to come back okay now what you know we do doovers okay so if you miss if you miss the first ball in the game it’s a doover because why would you want to miss and have to rotate there is this is not tennis everybody this is Fitness make it make it accessible that’s all right give them all the bandwidth right to get that ball backover the net I love that um here’s a question how do you manage the noise coming from the cardio tennis court
(38:42) sometimes people complain on the other courts about too much noise many times it’s group lessons that run you know are running on other courts that’s a good question sure sure so that’s been a question since the dawn of time um pickle ball has that question as well too um so number one um with your cardio programming and I think this is where Court Reserve could is probably helpful yes um it should be like if somebody is booking a court next to the cardio tennis court they should know that they’re booking next to the cardio
(39:20) tennis court so that they have that option of choosing not to book that court so that is so can Court Reserve help there Ashley yes absolutely yeah and I also think too you know cardio tennis could also be on specific teaching courts that you have all your classes on not just for card tennis as well and so there’s a lot of scheduling um recommendations that we can do for that as well okay so I think that’s the beauty of Court Reserve also do not put cardio tennis on the back 40 it needs to be front and center
(39:58) do you want to create excitement on in at your Club do you wanna I think the greatest thing is you have tennis and fitness and the fitness building is like next to the tennis court and there’s windows and they’re on you know bikes and treadmills they should be looking out at the cardio tennis court seeing all that action and activity um so you got to put it front in Center so again knowing um okay you know if you’re booking this court for your doubles cardio tennis will be next to you the noise okay it’s not the music
(40:30) and if you’re you know don’t be playing your music too loud and I think that’s a mistake that a lot of coaches are doing okay you know the music should be at a nice level the noise is coming from me is the instructor it’s coming from the athletes on my court because we’re yelling and whooping it up and laughing and you know that sort of thing so if if if if music’s your issue um think about what level you’re playing the music at I mean we’re we’re we’re kind of gonna drown out the music the flip side to that is you’ve got you know permanent
(41:02) Court time whatever where you have people that have that court and the one day that you don’t have the cardio class they’re disappointed because they love the music music okay like music is rhythmic it just it kind of breaks my heart Ashley that we’re in 2025 and we are still having music issues on the court okay again pickleball look at pickle ball uh they’re playing a lot of music a lot of the time right and here we are tennis oh we’re not going to play any music so we have a lot of facilities out there that
(41:39) do get it they’re playing music all day long at their facilities okay maybe not during league matches but that music is pumping throughout the M the facility the majority of the day so I hope that helps yeah how often do you have to get new balls uh I’m a I I’m probably the worst person to ask for that because like I will use a ball until you know it’s disintegrated more or less um so I’m probably not the best maybe Bill riddle wants to if he’s still on the call maybe he wants to chime in there on that um you know it just depends on if you’re in
(42:24) clay hard how much you know how much usage you’re getting I mean I think you you kind of know when your orange ball has uh exceeded its lifetime its life limit but but let’s talk about balls here for a second again a myth okay you do not need a gazillion balls okay what you need for cardio is a travel cart okay not the big old huge metal clunky carts okay and in that travel cart 60 70 balls that’s all you need okay because it’s a games based product we do so many partner activities in the warm-up and cool down drill is 10
(43:00) minutes 10 minutes that is it okay so there’s very little ball pickup so don’t I I I still see I can go to some clubs and I’ll see them bring out two ginormous metal carts all full of yellow balls and that’s their cardio tennis and it’s all drill based and the court is just covered in yellow balls not safe not fun not cardio tennis wow look I’m getting all on my bouncy ball here okay I love it uh that’s it let’s see um in Australia they had cardio classic for intermediate players and cardio play for more advanced players cardio play
(43:42) appealed to more men and cardio classic appealed to more women and created a split you recommend not following this model question mark correct um I’m going to put all people on the court together why are we separating men and women um orange ball all levels it’s just orange ball all levels okay again have people form their own private cardio tennis class but make it private okay like don’t now again I’ll give you an example um a lot of reasons why this is happening or why this happens is because one there’s no
(44:26) education the the deliverer has not taken education and it’s being made up if you follow if you do the education ifyou follow the format these things become just a non they become a non issue um so yeah so I would say um the majority out there is is not following the the people that are making money the people that are sending their kids to college on cardio tennis they’re following the format well you got kids who want to go to school follow cardio tennis format uh it’s it’s arguably you can say that midtone Chicago in is is the most
(45:08) successful cardio tennis programming from a financial standpoint okay they ballpark they make half a million dollars a year on cardio tennis programming okay half a million like wow okay like like even if you made 30,000 more like that’s huge right but they that’s they generically make about a half a million um so they probably have on average 25 hours of cardio programming on a weekly basis okay now they are a facility that does um they do segment VI ability level okay but the reason they they’re an anomaly okay
(45:45) because if you’re not in a program you’re not getting on a court essentially because they’re that busy right so so you can say that’s great okay we’re not all it is a unique it is a unique scenario essentially just it’s Chicago it’s a ginormous city there’s only so many courts Etc um but that just shows you the revenue making potential wow I’m about in I’m about inclusivity on the ten and that’s again I’m gonna go back to pickle ball everybody that’s why people love it because they’re all playing together that’s right yeah right so we you know
(46:29) we we we need to learn some things from pickle ball that’s all all right just a few more questions here um I guess the orange ball for cardio tennis they could just get from their regular um company that they buy their other tennis balls from correct yeah so right so the the the manufacturers like your Wilson your babot your head onc court offc court uh I think you can get orange balls on Amazon um yeah but again don’t go crazy you only need like 60 or 70 and red ball you need maybe three three dozen red balls okay uh let’s see what are some
(47:04) great ideas we as tennis coaches should steal from our group exercise colleagues to make cardio tennis even more exciting so I think number one if uh if you tennis teaching professional and you have never been to any group fitness class you need to go okay so every time I do live education I will ask the group who here has done group fitness okay and that is a spin class that can be a boot camp a hit an orange theory an f45 I mean the list is endless right as if I have a group how many people do you think raise their hands not many very
(47:43) few okay so if you’re going to deliver cardio tennis you need to go to some type of group fitness class okay to understand what the vibe okay and what you should be modeling okay as a coach all right so so group fitness instructors actually make amazing cardio tennis instructors okay because guess what they don’t need to do technical stuff okay we can teach them how to feed the ball very easily because they don’t have bad habits right so and if need be they can throw the ball into play all right but they understand group management they have
(48:27) that energy that Mo those motivating factors so um you know if you do a spin class or you do orange theory pay attention to the instructor they are rock stars all right and that’s what we that’s what we so if you’re take any thing away from group fitness you’ve got to take group management skills modification uh and progressions and be a rock star wow that’s great um let’s see do you have people who pay for several classes in advance or do they pay per session great question and I think this is where Court Reserve can help us out
(49:01) as well too um so I I I think it depends on your Market [Music] um again it depends on your facil your your facility and your unique your unique circumstances so there’s going to be many facilities that it’s like okay this is a six- week cardio tennis session all right and I know that in court Reserve that can be done very easily right ashle or or you can do it as a you however oneoff okay well we you know we have cardio on Saturdays and you you sign up as a as a one-off scenario so I think or you can do a combination
(49:37) of both okay maybe you have and again limit it to eight people um I know Court Reserve has weightless capabilities right um so maybe you actually I’m not sure if this will work you’ll help me help me out here but maybe six spots are okay they’ve paid Upfront for whatever four weeks of classes they get a discount and then two spots are open for what we would refer to as drop in and they can drop in but they’re going to pay a slightly higher price absolutely yeah or even sell them a package of it right sell them P cardio to Fitness for
(50:16) the price of nine or something so there’s a lot of different ways that there’s right there’s a lot of different ways and I think Court Reserve can really help everybody with that yeah absolutely all right a couple more questions uh Tariq Francis uh he’s gonnaanswer Bill’s question from Belgium and France point of view the answer is you are the queen of cardio so just so everybody know just just so every every body knows we’re happy tck is on the line and he is one of our Global cardio tennis trainers so he manages um cardio tennis for us in
(50:47) Belgium and some of the French speaking countries I feel like we should take this webinar over there just for the next time right in in person that’s right all right so um we have someone who joined late resources for learning to run a cardio tennis session online videos um so you can tell them a little bit more about how to reach you and how to get educated on cardio tennis one more time right so cardot tennis instructor.
(51:14) comom and what you’ll find here I mean this is your resource okay so you’re there’s free online education when you do the online education when and you complete it you get um a certificate and that certificate can be submitted to rspa PTR um Global organizations for your continued education credits we know it’s very difficult for people to come to a live course it’s not always that convenient um but if you do our online education uh you’re going to be off to a great start um resources also there you will find um in the getting started course module
(51:51) number 10 you’re going to find all the activity diagrams uh a signature lesson plan um and some other things so that’s your go-to we also have a YouTube channel um I would if you’re Googling and youtubing and all that please just go to our our site because everything else out there is not authorized and not card mostly mostly not cardio tennis um and then uh we can put my email up there if needed which is um michelle.
(52:27) krowy that’s long sorry michelle. krowy contractor. us St ta.com that’s a long one for sure yeah you can you can text texting is good 941 I’m fine with my phone number 941-4766 okay and if you have further questions or need her information reach out to court Reserve live chat and we’ll get you uh the information uh for sure all right um oh we have a uh a five star review for you Michelle uh the online education is amazing Jennifer said but if you can swing live session with Michelle it’s completely worth it and I would agree so yeah Michelle any final
(53:12) thoughts you want to tell our audience today um well one thanks for everybody for spending some time with us I mean we know how Val valuable your time is um I would just you know cardio tennis um it’s part of our cult it’s part of our tennis culture right so when we you know started this 20 years ago it’s like oh this will be good you know and this will be popular in the United States and now pretty much everybody all over the world um does it so we really didn’t realize what type of reach it would have but um
(53:47) you we want to continue to attract new players to our sport um we want to retain um our tennis players and we also want our coaches to be able to make a really great living and be very successful so if you can put together you know good cardio tennis programming triples um a lot of our facilities do a big triples event once a month um you know you you will be you will be in good shape financially and so will so will your facility that’s awesome um I am going to a couple people have asked for your email so I’m gonna grab it really quick
(54:29) and I’m G to put it in the chat so everyone can have it and if you want to say your phone number one more time um and again I’m happy to receive text messages um 94145 77880 okay everyone has your email and phone number thank you so much for sharing the love thank you for being a teacher of teachers and mentoring us we all remember who our teachers and coaches are and the difference they make and so we know you’re making a difference in our world so thank you again so much for today thank you so much fun really appreciate it see you
(55:14) everyone thanks again bye have a great day
Boost Your Courts and Community with Cardio Tennis

Video Transcript
(00:00) good afternoon everyone it’s Ashley with court Reserve we are so excited to have you here today on our instructor Essentials webinar I am joined by two of my favorite product people and uh that is your guides today Kim and Josh is going to be on our Q&A and chat today so again uh a few housekeeping things we are going to record this and at some point today or tomorrow it will be up on the court Reserve YouTube channel in order to always stay in tune with we’re doing at court Reserve I would highly recommend you subscribe to the YouTube
(00:33) channel pretty easy to do and then you’ll be notified anytime we throw up a new video um that Josh Willie and Kim and their team do we want to thank you guys for uh all the things that you’re allowing us to put into court reserve and especially if you’re new this is going to be a great webinar for you so Kim let’s hit our first slide so today is the last day at 5 o’clock Eastern time today I am cutting off registration for our Catalyst in Phoenix it is next Monday we already have I think it’s 32 people registered and it covers about 25
(01:11) different organizations so they’re spending one day with us next Monday in Phoenix if you want to come today by five o’clock today it’s we’re cutting off registration because we have to Define food and then we’re also coming to Austin Texas next month and we’re all going to be in Austin as well so don’t forget to sign up for that we are going to have some additional locations uh later on this year but if you are new or want to get the latest greatest and spend some time with us then I would encourage you to do Phoenix or Austin
(01:41) today don’t forget if you are a pickle ball facility a club pickleball Mastermind is coming uh June is our next date um extraordinary couple of days you learn all about how to run a pickleball business all about best practices I mean you’re going to blow through money regard regardless if you make good decisions or not so take the time come to pickle ball Club Mastermind save yourself some time and some money for sure so put your questions you want those in the Q&A or the chat Josh we can put those in the Q&A okay so
(02:17) questions from today uh we’ll let Kim kind of Drive the boat today whether she wants to you know stop in between but put those uh in and we’ll get all your questions answered at the end and let’s get started awesome aome thanks Ashley hi everybody thank you so much for joining us today so yeah let’s thr those questions in the Q&A section here and then um we’ll I I’ve got them in front of my screen so as I see stuff come up we can just answer those questions live for you and Josh is helping me facilitate some of those questions in
(02:47) the background as well so we’re here today to talk about instructors in court Reserve so instructors and Court Reserve have been around for uh quite a while um instructors are away for you to schedule instructors in the system for lessons events awesome things like that and so we also allow you to give those instructors abilities in the background whether they’re admins or sub admins like booking their own lessons and things like that so an instructor is another system user that you will have at your organization and so all instructors are
(03:26) either an admin or a sub admin so when you are creating or editing a new instructor um your instructors can either be again an admin or a sub admin and that just really controls the granularity of the abilities that you give them as a user so when you are creating or editing an an an existing admin or sub admin um you’re going to want to enable them as an instructor so if you don’t have them enabled as an instructor you can see here I lost quite a bit of settings here to F out but when I do have a user as an
(04:02) instructor I can complete a whole slew of information about that user and then if they’re an instructor I can also choose what their availability is so this is when they can be booked and then also additional unavailable time so we’ll get into that here in a few minutes I did want to touch on this additional role right here and is coordinator so a coordinator in court Reserve is how do I best describe it it’s kind of like um an instructor light so so it’s not the type of instructor that you can put on an event and have
(04:34) that person see a schedule but it is a user in your system that you can assign to different events or league matches and so it gives you some flexibility with what you can allow that person to control so if this person was a coordinator I could say they only had access to specific events and they can only help me manage the registration for those specific events or things like that this is great it’s a great role to give to maybe you know a front desk person who is working on the weekends and helping you manage a specific round
(05:07) robin or something like that um just to kind of keep you hands off on every single little aspect that’s happening to some events um or we also have organizations that use coordinators todo maybe some of their open play so they assign you know they’ll assign some of their members to be a system user and give them this coordinator uh role and a coordinator will allow you to kind of really pin down specific events that this person can control based on their sub admin settings so getting back to instructors each instructor you can
(05:38) assign a different type of instructor so this just allows you to categorize your instructors um if you do do that so you can do different reporting based on instructor types you can create different book appro schedulers based on instructor types it’s another way of filtering your instructors as we get um further into kind of our road map on instructor payroll and things like that these instructor types do become um important as far as setting up what what it might look like to set up um instructor payouts and things like that
(06:09) down the road not a current feature that we have available but an instructor type is valuable in categorizing your instructors you can choose an instructor background color that’s just the color that that instructor’s initials are going to show up on your scheduler when you book them on schedulers and then they’re alloud lesson types so you can add lesson types here but if you’re just really in the process of setting up your instruct or setting up your Club right now maybe you haven’t thought about lesson types but you have certain users
(06:37) that are going to be your instructors you can actually set up lesson types um in the instructor setup section to and an assign lesson types to instructors further down the road here as we’re going through setup and then event categories this just tells the system what event categories that your instructors are allowed to be added to um and allow and it won’t show them as con conflicted if they’re they’re not able to be added to the event so then we get into our instructor availability now instructor availability
(07:07) really is optional so if you’re going to be you know just booking pros and you know you kind of have more open availability then you might not need to use availab availability intervals but availability intervals comes hugely into play when you start using the book appr pro scheduler so if you’re going to be making those schedulers public for people to book on through the member portal you definitely want to have availability intervals in there because availability intervals are going to look at your hours of operation and then you
(07:40) can say between the hours that I’m open I want this instructor to be available for lesson bookings between this time and this time but then they’re going to take a break and they’re going to have lunch and then they’re going to work from 1:00 to 5: so it it it sets the amount of time that they’re available and I’ll show you how this works with their schedule when we go look at their schedule but it sets the unavailable time to be outside of their availability and so you have open availability between your unavailable times and then
(08:10) you can also set additional upcoming unavailable times so you know let’s say this instructor isn’t going to work on Sundays or Mondays for the next few months so I you could set you know availability in here but then go and throw an unavailable time on top of that just you know to take care of things like vacations and stuff like that so you do have some flexibility with how this availability interval works with combining it with unavailable times and again I’ll show you how some of this works when we look at instructor
(08:41) schedules so then as we move down our settings page here um we’ve got additional settings like temporarily disable online bookings you know for whatever reason you don’t want this Pro to be bookable online it’s an easy quick tick of this checkbox here and then um that Pro is not available anymore you can also set the max number of lessons per day that this instructor is available to teach and then also un bookable time between lessons so let’s say you have an instructor that you have a very large facility your instructor
(09:10) needs to get from your clay quarts to your hard courts and there’s a 100 courts in between I know there aren’t too many facilities that big but you want to give them you know a few minutes between lessons to go to the restroom get a drink of water reset their equipment things like that you can do un bookable time between lessons as well so then we get down into some important instructor settings that we should probably be aware of so you always want your instructors to be able to create reservations if they can’t
(09:38) create a reservation they’re not going to be able to book their own lessons so that’s number one in my book on ones that you want them to be able to have especially if they’re going to be able to control their availability control their own schedule things like that creating reservations is essential I also recommend instructors have the ability to create reservations in thepast we’ve all been there they’re teaching a clinic somebody asks if they’re free for the next hour and they want to just go right into a lesson
(10:01) after the clinic um that instructor can come back later and um book that lesson on the court and take care of that lesson booking after the fact so then we get down here to editing reservations so if you only want an instructor to be able to edit things that they own I IE things that they are assigned to um you’re going to want to pay attention to these owned only um owned only settings so you know they can’t edit any reservation but they can edit the reservations that they own so you know Johnny can’t go edit Ben’s
(10:37) lessons so they they kind of keep each other separate from their lessons and then delete any reservations owned only this is one that we actually added um within the last year so it prevents the instructor from uh deleting a reservation Within X hours prior to their lesson so you as an admin can kind of lock down the time in advance that a player can maybe cancel their lesson and then also an admin or or I’m sorry a sub admin and an instructor can cancel their lessons as well and then the viewing events is an
(11:13) important one too because if you want an ad or if you want an instructor to be able to um add players or see your list of upcoming events and things like that on your event list you’re going to want them to be able to view and then manage registrants also if you want them to be able to register players to events they’re going to need to be able to manage regist on those events as well um and then edit events I always like to give them edit events because if they can’t edit events they actually can’t change what court they’re on on
(11:48) that event so if something comes up they get to Clay court number three it’s still wet from the rain you had 3 hours ago they can’t go go into the event and change the court so you want to make sure that they can edit those events as well and then we get into some additional settings like email event registrants um allow the maximum enrollment to be exceeded you know those are all kind of self-explanatory so these communication ones like email registrant text event registrant that’s all communication related so if you’re
(12:16) um you know again your instructor is on the court they can actually open up their app and they can notify players directly from their app so this will control what abilities they have on contacting those players personal instructor settings that is another one that’s very important um if you want them to be able to control their own availability like we went over up in here then um you want them to have that setting as well and then we get into scheduling instructors that’s just when they’re editing events they can schedule instructors they can
(12:50) schedule another instructor’s lessons um and then you’ve got some approval permissions too here so on book approach schedulers we can approve lessons as well so they could approve lessons that maybe they own and then managing members is another good one so if you want maybe a instructor to go in and be able to make notes about a player after a lesson or send that player emails or you know um create a new member maybe that’s somebody that just walks up to the court and wants to start playing if you’re at a public facility um they can do all
(13:20) those kinds of things um editing members is also important if you’re going to have instructors be being um on duty to update like player ratings and stuff like that too so if they can’t manage part of members they’re not going to be able to make updates to player profiles and so we also have lots of other settings on here initiate POS things like that you know that’s all kind of related to um what you might offer at your specific facility um let’s go down here and see if we have another ones that might apply here so we’ve got
(13:51) um allow this user to create conflicting events and reservations and then add conflicting Les events lessons reservations to the instructor’s schedule so these are important if you’re going to be if you’re going to have like time that might be overlapping on lessons or you for some reason need to double book uh maybe you’ve blocked one court and with a reservation type you want to assign the instructor to that Court to um you know you want them to be able to be able to sometimes create conflicting um reservations to
(14:20) for whatever reason instruct and schedule visibility this is always an interesting one that I’m not sure we um a lot of our customers know that we have you can actually limit schedu or visibility for all of your admins and sub admins to specific schedulers that you offer so you know just depending on how you have your organization in your custom schedulers created um you maybe have some instances where you only want the instructor to see their schedule or specific schedulers maybe you have a specific scheduler built for your front
(14:52) desk you want to also have yourinstructor see that scheduler you can assign specific schedulers to their visibility and then also their schedule as well all right so that’s a lot of settings I’m going to pause here and see um if there’s any questions Josh that we could answer live yes we do have two questions um we can start off over with the instructor availability um so the question is around if it’s more efficient to use the actual intervals to create availability or it’s more efficient to use the unavailable time um
(15:23) you know sort of recurrences that we can set up I know that can differ based on the actual availability that the instructor is going to have um so if we can maybe clarify when to use one so it kind of dep and it’s sometimes it’s it’s a good idea to play with it a little bit too to see what might work best for your instructor’s availability and for the way you run your organization so yeah you can set availability intervals um to have unavailable time rather than available time absolutely um unavailable time the only thing with unavailable
(16:00) time is when you make when you create un available time that’s going to be reoccurring Josh you and I just looked at this the other day I’m going to I’m going to lean on you here to confirm but I believe when you’re booking unavailable time you’re only limited to a certain number of days out that you can or a certain number of occurrences that you can book these unavailable times so you know unavailable time is great if you know that basically they’re going to be teaching from they they have the possibility to teach from open to
(16:31) close no matter when they’re when they’re um no matter when they’re booked but then they’re going to always have an hour lunch between 12:00 and 1 you know that that’s definitely a possibility there it just kind of depends on the way you run your organization you know if you’ve got some pros that maybe only work a couple days a week and they’re very restricted to the times that they can can um Teach as well um it’s just kind of dependent on how you want to set it up so there is some flexibility there um but yeah you can create an available
(17:02) time it’s just going to essentially be a reoccurring reoccurring event that does time out but these availability intervals you can actually set indefinitely into the future as well great um I see a question I skipped over access to instructor schedule is that not an important one so accessing instructor’s schedule is um it’s the scheduler here so as an admin you have this instructor scheduler right here so if you don’t want your instructors to be able to see all of your instructor schedules um you would maybe want to minimize access to this um
(17:37) they would still be able to see my schedule though if you did not give them access to the instructor’s scheduler awesome and then we do have one more question but I know this is going to relate to the book a pro scheduler setup so we can hold off on that question until we get to that point okay sounds good all right so I’m going to keep plugging along here so we did talk a lot about how to create an instructor instructors versus coordinators and instructor availability versus unavailability you can also if you’ve got a pro that’s being able to
(18:13) manage their schedule too they can actually go into their individual schedules and throw extra unavailable time on there too so let’s say you know something comes up and um my Pro here knows that he’s not going to be available at 2:00 today he can go you know throw a quick 2:00 unavailable on his schedule and then no nothing would be able to be booked in that place all right so let’s get into some lesson types and pricing for lessons so we kind of touched on lesson types here but lesson types are definitely a part
(18:43) of your setup that you’re going to want to make sure set up and fully set out with pricing and things like that so A lesson type is going to be very similar to a reservation type and so when you have a lesson type you’re creating a name you’re setting the minimum and maximum reservation times for this type of lesson and then the duration increments that you’re allowing this lesson to be booked for now you’ll notice here that I have one two three four different lesson types so I’ve created a private lesson type a
(19:15) semiprivate lesson type which a lot of organizations would be um would think of as a 2: one type lesson a Pro plus three so a 3: one type lesson and then a group lesson which maybe is a player a group of players of four or more so with lessons if you are going to be pricing based on the number of players on the court you do have to have a different lesson type for each kind of lesson just because pricing is controlled at the lesson type level at the instructor level so you’ll get a we’ll show you the grid here in a few minutes that has the
(19:50) instructor the lesson type you set the pricing for that lesson so if this private lesson is booked for a player they show up with a second player you would have to edit the lesson to asemi-private lesson to get the pricing for a 2: one lesson you could certainly charge them for the full price on the private lesson with two players if they show up with an unannounced visitor um but that’s another you know just a way of doing business and how how you want to operate but I do recommend setting up different lesson types if you’re going
(20:19) to be pricing them differently now you’ll notice here minimum and maximum players oops I dragged that down um so minimum and maximum players allows you again to then control how many players can be booked on those lesson types this is going to come in hugely important into play with your um book appro schedulers so that way if somebody books a private lesson online they’re only allowed to add one player to that reservation that they’re booking with a pro same thing with Semi-Pro and all of my additional lesson types here so if I
(20:48) want to max out out a certain number of lessons and require a minimum too so you would always want to make sure that you’re setting that minim maximum time appropriately um Josh any questions that I can ask about this um right now we are all good we just have the one question that’s around book a pro um let’s see here is there any way to add a indoor court fee or a guest fee to a lesson this one actually just came in Okay cool so indoor court fee that’s an interesting so um it again it depends on how you have those lesson
(21:22) types or um your your organization set up so if you have an indoor court um you can either set up a lesson type for your indoor court so you would have a separate lesson type or you can also create um and I can get into this with custom costs too you can create in the pricing section a custom cost for specific can you creative sorry I’m I’m that one threw me for a loop real quick Jos you want to help me out here real quick I don’t want to give somebody wrong information I thought maybe we had one for a specific Court type here but
(22:02) I’m not seeing it um do you have any suggestions on what we could do here I do not believe we have a way to set a price based on a certain Court type for lessons Okay so in that case thank you for confirming that um that would be a good item that we could add to a custom in instructor costs here um but as a as an improvement um but yeah if you wanted to set a different price for that indoor court you would then need to set it up as a different lesson type okay so that brings us to um the instructor cost and the scheduling
(22:35) restrictions area so let’s say you’ve added new lesson types instead of going in and adding them to all of your instructors individually um you can actually come into scheduling restrictions here and quickly add them to all of the instru c s that you have in your system and pick and choose which ones are available once your lesson type is available to the individual Pros you can then come in and set their private lesson pricing now there is a point to where once you actually get into this table with a certain number of
(23:08) instructors you actually only see them um by individual instructors so it’s a little bit easier to manage um but you would then just come into each lesson type each lesson type has its own grouping and set up the different rates whether they’re hourly or fixed for all of your different levels of membership so you’ve got um again this is how you can you know apply discounting to lesson prices based on maybe a membership type so let’s say you know this membership type uh can have one rate this membership type can have a different
(23:38) rate so again another way that you can kind of differentiate um preference on membership levels to what what they’re paying on lessons with Pros um so then you would then come in and set lesson rates for all of your your different pricing available and that’s how the system is going to look it’s going to look at the lesson type and the pricing per player on the lesson and it’s going to charge that to your players all right so let me just look at my list here real quick of things that I want to go over so that really just
(24:08) takes us into the book a pro setup so we’ve set up all of our instructors we’ve set up all of our pricing and our lesson types and now we can make those Pros available online for players to book for lessons and so when we’re booking or when we’re creating a book a pro setup um it’s really an instruct it’s a custom scheduler that instead of looking at courts it’s looking at our instructors so it’s going to be viewable very similar to our custom scheduler expanded scheduler view to where you’ll have you know instead of a court slot
(24:40) you have an instructor slot and it’s going to show their instructor um schedule basically for the day so you’re going to go in here and set up your book appr pro schedule I’m going to edit this one that I already created um and you’re going to give it a name and then if you want to make it available in your navigation um I highly recommend giving it a navigation name here they canalways match or they can be slightly different um and then you’re going to show that navigation name on the member portal and then this is where you can
(25:07) filter based on what instructor types you have so if I want all of my Tennis Pros to be on one scheduler um I can set it up based on filtering by the instructor types I can also get a granular as adding them adding specific instructors so we have some organizations who want specific instructors to be on certain schedulers you can do that um you can also limit the type of lessons that are offered um and which ones require approval and things like that courts can be optional um so you can you know allow the system
(25:37) to Pi pick a court or allow the player to book the court and then you can also say what courts they have available this this is a cool setting right here scheduler booking type so this can be a scheduler that you can use to view and schedule lessons or it can be view only so if it was a view only schedule your players would just be able to see what the instructor has but not actually schedule anything and then you can limit membership type member group type that’s able to view it just like you can another scheduler as well show
(26:09) Book appr Pro scheduler for nog non-logged in users this is going to be one that allows you to show your book appro schedule publicly like you can your court scheduler um so you can show your your court scheduler public to people that aren’t logged in um if you do this with book a pro it’s going to um block out names and things like that if it’s a private lesson um but it’s going to allow you know just the general public to even see what you’ve got available in upcoming required payment profile again just depending on what
(26:43) type of memberships you offer what your operating business rules are you know for Book appr Pro scheduler requiring upfront payment might be a good idea um depending on how far out you have these lessons booked um it just guarantees that payment you’re not chasing people down and things like that if they’re just doing a payment profile their payment profile fails um and then requiring I’m sorry I got those reversed required payment profile just requires them to have a payment profile on their account to book the lesson and
(27:10) then requiring upfront payment requires them to pay for that lesson before they’re finished booking it so it does follow those um upfront payment rules that you have set for reservations and so um just like a reservation you can require them to pay for that lesson at the time of booking and then these additional settings here are all pretty self-explanatory time in advance instructors can be scheduled so and then um days in advance to show availability so you can show availability maybe two weeks in advance time in advance that
(27:44) they can be scheduled is 10 days in this case and then time to open next available reservation day that’s very similar to the reservation setting to where you can say okay it’s going to they can book 10 days in advance but 10 days in advance those lessons are going to open for booking at 7 a.m.
(28:02) and then buffer time buffer minutes sorry buffer minutes before scheduling a lesson this just says if a pro is um if we’re within like 24 hours not 24 minutes um if we’re in within a certain amount of time it does have to be in minutes that the um players online wouldn’t be able to book so let’s just for realistic purposes make this like 180 minutes um and then show time on the schedule button and then you get into the intervals so intervals say um the different um interval minutes that a player can book these lessons when also looking at your
(28:36) um restrictions to what you set up for the durations when you set up these lessons so if you say that the the minimum duration of a lesson is 60 minutes this will allow them to book 60 Minutes Plus like an additional 30 minutes depending on the instructor’s availability and then um you get just the kind of scheduling start and end dates so the the schedulers will start offering lessons on specific dates but then these are the dates that they are available to be viewed and then preventing sandwich time of minutes so
(29:08) this is going to answer that question that came in earlier um and allowing for Gap time in an instructor scheduler or instructor’s schedule so if you don’t want those 30 minute gaps this is going to be the setting that you use on book a pro um it’s only I believe it’s only a setting that we are offering in book a pro right now um it’s not a setting Josh do you remember it’s not a setting that we actually have at the instructor level correct yes so I believe how it works is the sandwich time is looking at the um
(29:40) the instructor’s scheduler so yeah so it is similar to how it works on the the um scheduler for custom scheduler so you can prevent sandwich time on a custom scheduler of X minutes it’s going to work the same way on an instructor’s schedule so it’s going to say prevent those 30 minute gaps prevent you knowthe hour gaps things like that you know just just as a way of maximizing your Pros time hiding lesson details is an important one um and then allowing cancellations you know you again based on your business practices set the
(30:17) cancellation time that players can actually go and cancel their lessons same thing with edit lessons with edit lessons you have three different um four different settings here that you can actually determine the amount of time prior to the lesson that they can edit whether they can edit the lesson type to maybe add more players um and then the amount the time of the lesson as well so you can kind of lock down some restrictions there when a player is booking or editing their own lessons and then similar IL to um your custom
(30:46) schedulers you can control the availability that the pros can be booked between on online so um a lot of times you know you might you might have um hours of operation so you have a maximum amount of time on your on your schedulers your hours of excuse me hours of operation might be 6:00 a.m. to 10 p.m.
(31:09) but you only want your your Pros to be booked from you know 8: to 9:00 p.m. so you can kind of play with the amount of time there that they’re able to be booked booked online and then in that case if a pro does you know want to book a lesson at 7:00 a.m. they can but they can kind of pick and choose what lessons come in on those times all right when I’m gonna I see some questions here Josh so I’m gonna just answer them so when a member books a lesson how is the pro notified so that is a great question and I am glad you asked it because I did not have that on
(31:40) my list of items here to go by um so when a pro is booked for a lesson all of those notific ation are going to be housed in your notification settings for system users so a lot of these um you know if they have instructor next to them it’s going to notify the instructor when those lesson type when those lessons get booked and So based on your notification setup so you’ve got email as a default that’s always available if you’ve enabled push notifications you can enable push notifications for those booking notices um and for those
(32:12) cancellation notices things like that if a lesson is updated or edited they’ll get the notices on those and then if you’re also subscribed to text messaging um you can text message those notifications to Pros as well yes and then Pro Pros can be notified by text if you have text enabled all right so moving right along um we talked about booking lessons let me uh let’s get into a little bit of my schedule here so I’m going to how do I going to do this let me just think real quick so I gave that Pro oh you know
(32:44) what we forgot to talk about events let’s talk about events and then we’ll go into my schedule so a pro you know we talked about lessons let’s talk about events so events are going to be again very similar to your you know lessons except you’ve got a full full event booked out and you want to add instructors to it so it appears on their schedule so when you’re creating events or editing events you have a instructor right here so you have an instructor that you can assign to the event now if this is a recurring event
(33:21) you know way to think about this is kind of this is the master info about your event and then you have the date level about your event so if I know that as a whole these three instructors are generally going to be teaching this class or I’m creating the schedule months in advance these are who I’m assigning to it but maybe I find out out you know a few weeks in that an instructor is not going to be available maybe for one date you can actually come in and you can edit An Occurrence to remove an instructor who might not be
(33:55) available on a specific day also at the date level you are able to also and and and at the general info level as well but um it’s it’s cool to do on the date level too but you also have the availab the ability to control the amount of of time that your Pros are scheduled on a court as well so if you have um let’s say you you have a class you know this this this is an hour and a half but I know that this coach is only going to be teaching for the first hour I can go in and I can say that this this this coach comes off at this time and
(34:33) now it opens up that Pro schedule to be booked for something else that starts at 10:30 so while my event is an hour and a half I can say that want my specific Pros to only be available for a certain amount of time um and free up their schedule for other things all right so we’ve assigned instructors to events um I’ve got some instructor schedules built out so how do I as an admin you know kind of manage this so again I have an instructor scheduler that I have access to through this um again this was a sub admin
(35:08) setting so I could give the instructor scheduler to sub admin maybe if I have a higher level Pro that’s going to be doing all my scheduling that maybe isn’t an admin I can allow them through beinghaving the visibility to the instructor’s scheduler to then give them Avail viewability to what their proser Pros hours are and what their schedules are so again this is a fictitious Club so I don’t have too many things built out on my instructor’s schedules but um you know I kind of built out tomorrow just to kind of give you an idea of what
(35:39) this looks like so I can actually come in here at a week view or I’m sorry a daily view or a weekly View and look at my instructors so if I’m on the daily view like I am right now I’m going to see all of my instructors I can filter this as well so I can say I only want to see certain lesson types and it’s uh did not filter so we’ll have to look at that um so we can only look at certain lesson types or you can only look at certain pros and filter those out as well um and then here I can swi to my weekly View and if I’m looking
(36:12) at the weekly view then I can see a specific instructor and so if I’ve built out you know I just kind of want to see where an instructor’s at where their gaps are and things across the week to maybe add add something on there I can go add that here really easily to an individual instructor it’s also super useful if you’ve got somebody that’s calling up over the phone and is like hey can you tell me when Johnny is available um for the next week and kind of help somebody work around the scheduler and where he’s open over the
(36:44) next week now you’ll notice that my my date here starts on Saturday so we actually have a feature in the system that allows you to control the start day of the week for an instructor’s schedule and so this is important if you have maybe a p you run a payroll on an off you know kind of an off schedule we have some organizations that do this so a lot of clubs or a lot of clubs are going to operate on a Sunday through Saturday a standard a standard 7-Day work week that goes Sunday through Saturday but then you also get clubs that maybe offer
(37:17) operate on a slightly different schedule the club I used to work at in Pennsylvania we considered our start day of the week to be Monday uh so we would go Mondays through Sundays or I have worked at another club where their payroll ran Saturday to Friday so if you have different schedules like that or you have different payroll um schedules that you run on you’re definitely going to want to check out the setting to control the instructor start day of the week because then it’s calculating the number of hours appropriately I’ll show
(37:49) you the hours in a second but to get to that setting you’re going to go to settings General and we have your organization start day of the week that controls your main schedulers and things like that but then your instructor schedule or start day of the week controls the number of controls what you were seeing previously on the instructor’s scheduler so this says you know again if I’m in that that Weekly viewer looking by week my start day is going to start on Saturday versus my normal organization start day of the
(38:18) week which shows your your members essentially on the member portal a Sunday through Saturday type of uh thing this would then calculate my instructor’s hours based on a Saturday through Friday so I hope that wasn’t too confusing um so you’ll want to once you have that set if you do operate kind of on a slightly different payroll um we do offer here an hour summary as well so you can um check out your Pros hour summary um let’s go to this week and um again you can do some filters here so if I’ve got you know
(38:51) just want to see specific Pros I can filter by specific pros and I can see their total hours that all of my Pros are booked for the week um so that’s where this this this uh section of this table comes into play here so I can see that this Pro is booked for this many hours lessons this many hours of events for a total of this many hours for the entire week that we’re displaying here um you can also do this at the instructor level um if I go by day oh it’s on the hold on one second that is on the mobile app so let’s switch
(39:31) over to the mobile app real quick I’ll show you an instructor can actually keep track of their hours by day on the mobile app I’ve got this instructor schedule set up right here so we’ll kind of shift into viewing my schedule and booking lessons here on the app but this is the mobile app and so the instructor can actually go into my schedule now and see either their schedule by week um this is actually this I actually really like this weekly view on mobile app because you can’t see it here but it will rotate based on your phone’s
(40:05) orientation so you can rotate your phone to sideways or landscape and and it’s going to show you that week across your phone screen um and then if you’re looking at it by day looking at it in portrait mode is a way to go here so you can actually see the total number of hours that this pro has in my schedule and then the total hours that they’re booked for the week um you can clickthis and also see that Weekly summary so they can then see by day how many hours that they’re booked um you can see Wednesday and Thursday I’ve built out
(40:36) here so these are the only ones that have hours them but it gives the pro a nice summary of where they’re at for the week so maybe they have full-time part-time minimums and maximums and things like that that they can hit so this is a good way for them to keep track of that as well and then when it comes to actually booking um the pros can book their own lessons directly on their schedule they can also add unavailable time this way as well um so you can go in here and this instructor can um just add a specific
(41:07) lesson to their scheduler if they wanted Josh we’re going to throw a lesson on the scheduler for you here and then select Court I’ll need to look at that sometimes when we’re on the mobile view it’s not super responsive when it comes to the clicks here but you would add the court here and then um the lesson would be booked and sent to um um sent to the player with confirmations whether you’ve got text or push or email confirmations and stuff like that as well um so that’s kind of the mobile app and then also now
(41:44) that this instructor you can see he’s got quite a full schedule this instructor can actually go in to um the events and things like that that they’re scheduled for so down here I’ve got this navigation I’m going to go back to um my event maybe for tomorrow and let’s say this instructor wants to um check players in for these events um you can allow the instructor to check in players directly from the court on their app or they can also notify players maybe if something’s happened last minute they need to know let them know they’re
(42:22) running 10 minutes late or something like that but don’t worry I’ll add 10 minutes on at the end that kind of thing um they can create a message here directly from their phone and it will send it to those different areas um that you’ve given them access to based on their sub admin settings so in this case I gave them the ability to email and text players and so now they can hit they can choose specific players or they can choose um you know all of the players if they want to as well from this type of view they can also register
(42:52) additional players to the event they can process payments as well and things like that depending on um how you have them set up to take payments um and then they can also edit edit these Les or edit these events and lessons to to change courts if they need to uh maybe add an additional instructor if they see that their registrations getting up there stuff like that all right Josh do we have any questions that I can answer yeah we did have somebody that was just asking if we could go back to the event page where you can edit the time that
(43:25) the instructor um and it looks like it is for the event date so maybe we can just show yeah I’ll show you that real quick I went through it pretty quickly before so if you are on an event you can actually edit the amount of time the instructor is is on that event um either at the main event level so I know that every week Johnny is only going to teach from 9:30 to 10:30 I can edit his schedule now for every week to be 9:30 to 10:30 okay so that means that on his schedule he is only going to show up from 9:30 to
(44:00) 10:30 and he’s going to be available starting at 10:30 to have lessons um now you can see here that I have overrated and dates selected so I’m glad we went through this too if you have edited something at the indivisual date level for instructors whether this is happening for instructors or dates it’s going to tell you that you have overwritten dates selected and so if you want to override those dates um review the list to change the instructors for the dates that were previously added individually so if I don’t touch these
(44:35) dates the the changes that I make here are not going to affect these dates specifically because I have made individual edits to instructors on these dates so if I check this box now it’s going to override those specific dates that I edited and it’s going to um going to show that you know this Pro is available from 9:30 to 10:30 it’s also going to override any edits that I made previously so make sure you’re paying attention to that if you’ve made individual event date edits and then you go back and edit something
(45:14) at the master level um it can kind of can be pretty easy to get a little bit out of syn there um but it’s definitely something uh something to note that you can either Mass update at the entire event level or you can um you know granularly go into the instructor and change the time if you know you have less people so we’re going to run drills for the first hour I need three people and then I can have somebody even go teach a lesson for the last 30 minutes or something like that or they can go to another event that starts at that time
(45:47) so I hope that I hope that answered that question um awesome let’s go back overwhere the price and costs are input for lessons and events so your events since I’m already here your events are going to your event pricing is going to live in the event now the pricing for an event does not have anything to do with the instructor on the event so we’re not setting like we’re not saying when I book Johnny on an event the event price is going to be this much money that’s not what we’re doing here so if you know that you want
(46:15) to charge a specific rate when an instructor ch um when an instructor teaches at an event you’re going to have to update the pricing for each membership type according to the rate that you want to set based on that instructor okay so events are are different from lessons in that way you set the pricing at the membership type level for the entire event um and you just have to know the pricing that you want to charge based on the instructor if the instructor is teaching that for actual lessons you’re going to go to
(46:46) your instructor settings and you’re going to go to instructor pricing and so that’s where I get this table that shows me all of my instructors that I have in the system and all of the lesson types that they’ve been assigned to one thing I want to point out is if you ever run into a situation where you are missing an instructor from one of these sections we actually get this in support every once in a while if you’re missing an instructor from one of these sections you it’s probably because they don’t have a scheduling restriction checked
(47:18) off for that lesson type so if I go in here and I remove private lessons for all of these Pros when I go over in here into instructor pricing you’re going not going to see that section on here anymore so if a pro is not appearing for a specific lesson type it’s because you just haven’t offered this lesson type as something that can be booked for that Pro so you want to make sure that you’re looking at this table if you have added any lesson types because you do have to enable it at the pro level so then you can set the pricing for that lesson type
(47:51) okay cool I think that takes care of that one um let’s let’s see we talked a little bit about instructor Communications I can email players from the court I showed you how to do that here in this instructor scheduler you know you uh can go in here you can you can edit lessons um and you can uh talk to players and things like that through email and text message if you want to notify them um the next thing I want to touch briefly on here uh before we you know kind of wrap things up is we also have an instructor time report and I
(48:26) found out recently just through support that we you know have a we might have quite a few admins that don’t know that we have this report available so you definitely want to check out the instructor time report this is going to be just a really um it’s it’s a it’s a powerful report you can definitely pull the information that you need um if you kind of you know give it give it a little bit of thought but you can pull specific timing for instructors based on lesson types you know how much time they were on the court for specific periods
(48:58) of time it’s going to be very similar to that table that I showed you a few minutes ago about my hour summary for all of my Pros but this is going to break it down for you in a format that you can export to excel you can also see the total number um you can also break it down by lesson types by event types um you’ve got some different um event tags in here as well so you can also you know you you can get some very granular reporting in here if you if you have some of the output if you know some of the outputs that you’re looking for so
(49:29) I’m just going to do a very you know e easy easy report here from my start day which uh let’s say I went uh I think I went Monday so I just want to look at this specific period of time um I can go run that report and it’s going to tell me the total number hours court hours um that they were booked for total lesson hours total reservation hours and total event hours that that Pro was booked for so it’s a good snapshot to tell me you know maybe how many hours that this Pro worked for a specific ific week I can
(50:06) you know do this for last week if I’m running payroll I can pull the total number of hours that that Pro worked um and then also if I was breaking this down by you know event type or lesson type I could then do some calculations based on maybe um how much I owe that instructor and things like that all right let’s uh Josh I see some questions you want to we can go through some of them yeah it looks like they actually are both related to um setting up less lesons so that they are in a pending status when a member books them
(50:38) so the first one is can a member book a lesson with a pro but the system show it as pending until the pro approves that lesson so right now you can Josh you’re going to have to help me through this one right now I believe if you have approvals turned on so when a pro when aplayer books a lesson online that requires approvals um that lesson does not show technically as pending for that player I believe that that player will see that lesson under my bookings even if it’s not approved do you recall that correct I believe it it is on the
(51:12) scheduler unless it gets declined but when but when you’re setting up book a pro you can set it so that it is in that pending state where an admin needs to go ahead and either approve it or decline it yes so then an admin could then go into their to-do list and we do have a section in the to-do list for lesson approvals it’s if you give the instructor the ability to do approvals on their own lessons they have a to-do list that would show up on their home of their app here as well so they could go into their app and if they
(51:44) have something that they need to pay attention to based on their admin Sub sub admin settings they can approve their own lessons too um and then those would be confirmed on their schedule but yeah we probably uh we can look at uh if there’s a feature enhancement that we can do there around clarity to the members cuz I think that I have seen that in support yeah yeah and it looks like we just had somebody come in with that so we can definitely take a look at that after after this webinar um and then the second question was just is it available
(52:21) for the instructor to approve the booking so that that is going to be one of those sub admin permissions that you can set up for the instructor let me show you where that instructor setting Li so if I’m looking at my system users again this is a permission for sub admin since admins can actually always approve reservations on that to-do list so if I wanted to give that ability to my instructor I’m going to go edit that instructor settings let me open the guy that I’m working with here um and you’re going to go down
(52:51) to I’m going to C our admin hack here is contrl f so can approval permissions that’s where you’re going to want to go so you can approve owned lessons only so if this instructor can only approve their own lessons then they would only see lessons for their approval if you had somebody that had some higher level of you know maybe instructors it’s a head pro or director of tennis or something like that they can maybe approve all lessons so they would see every lesson that comes in but in this instance this instructor is only seeing lessons that
(53:25) they are booked on that’s what owned reflects all right well that is all that I kind of had prepared for us today Josh do you our Ashley if you’re still with us do you guys have anything to add here about anything I may have missed about instructors nope I’ll set okay think of looks like we got all the questions answered too yeah great so again thank you everybody for joining us today we will have this um webinar available to you um on our YouTube channel within the next 24 hours so definitely check that out um and we look forward to uh having
(53:59) more awesome things for instructors out here for you in the future awesome well thanks everybody for joining we’ll see you later thank you everybody bye
Instructor Essentials: Optimizing Your Scheduling and Pricing


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