Sport CRMAjuda de Sport CRM
Guies breus amb imatges: com començar, la feina diària i el que veuen les famílies.
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Primers passos
Create a club EN
How to sign up and set up your club in Sport CRM. It is free and takes two minutes.
Per a: propietariTeams and the schedule EN
Create a team or group, assign its coaches, set the regular sessions and locations, and the schedule fills itself in.
Per a: propietari, gestorAdd players EN
Create a player's profile by hand, add the parents' contacts and your own fields, and pick a status: active, trial or archived.
Per a: gestor, propietari, entrenadorImport players from Excel EN
Move your whole player list from a spreadsheet or another app in one go, with groups, parents' contacts and debts.
Per a: gestor, propietariPrice plans and subscriptions EN
Set up the club's price plans (monthly, a session pack or a single session), sell a subscription to a player with a discount, freeze it or cancel it.
Per a: propietari, gestorInvite coaches and staff EN
Give a coach, manager or administrator their own sign-in to the club with an invitation link, and see what each role can do.
Per a: propietariInvite parents EN
Send parents a personal link to the family portal, so they can follow their child's schedule, attendance, payments and announcements.
Per a: gestor, entrenador, propietariSchedule and sessions EN
How a coach finds their sessions, adds a one-off session, moves or cancels one, gets a stand-in and calls players up for a game.
Per a: entrenador, gestorTake attendance (even offline) EN
How a coach marks who came to a session with one tap, from a phone or a computer, even without a connection.
Per a: entrenador, gestorQR check-in EN
Mark children present at the door by scanning their QR code, from a coach's phone, the front desk's computer or the app.
Per a: entrenador, gestor, famílies
Per a famílies
For parents: signing in EN
How parents join the club's family portal from an invitation and follow their child's schedule, attendance, payments and announcements.
Per a: famíliesFor parents: what the portal shows EN
What parents see in the club's family portal (schedule, attendance, balance, announcements) and how to get notifications and fix their details.
Per a: famílies
Diners
Record a payment EN
Put a family's payment (cash, card or bank transfer) on the player's balance in half a minute, from a computer or a phone.
Per a: gestor, entrenador, propietariDebts and debtors EN
How a player's debt is worked out, where to see everyone who owes the club, whose payment is overdue, and how parents hear about it.
Per a: gestor, propietariFreezing and session packs EN
Pause a subscription while a player is ill or away, and see how session packs work: what uses up a session and how many are left.
Per a: gestor, propietariDiscounts and family payments EN
A discount on one subscription, an automatic sibling discount, and one payment split between the children of a family.
Per a: propietari, gestorOnline card payments EN
How a club connects Stripe so parents can pay a debt by card, Google Pay or Apple Pay in the portal, what it costs, and what parents see.
Per a: propietari, famílies
Dia a dia
Announcements EN
Write to the parents of a team or the whole club about schedule changes, meetings or events, and see who has read it.
Per a: entrenador, gestor, propietariTelegram reminders EN
How a club turns on Telegram reminders for parents about sessions, debts and medical certificates, and how parents connect them in a minute.
Per a: propietari, famíliesPush notifications in the app EN
Which notifications reach your phone from the Sport CRM app, how to turn them on, and what to do when they don't arrive.
Per a: famílies, entrenador, gestor, propietariTrial session requests EN
How parents book a trial themselves through a form on the club's website, and how to take each lead through a call, a trial and a decision so nobody slips through.
Per a: gestor, propietari, entrenadorTasks EN
Set tasks for yourself and colleagues (call the parents, sort out the kit, book the pitch) with a due date and a reminder, so nothing is forgotten.
Per a: gestor, entrenador, propietari
Mòduls
Reports and trends EN
The club's reports (attendance sheet, a year of trends, coaches, locations, payments, pay, leads), who sees which, and how to export one to Excel.
Per a: gestor, propietari, entrenadorChurn risk EN
How Sport CRM spots players who may be about to quit (absences in a row, a debt, falling attendance) and gives a manager a task every morning to call the family.
Per a: gestor, propietariCoach pay EN
Give a coach a rate per session and a percentage of payments, see what they earned in a month, record a payout, and decide what coaches can see of it.
Per a: propietari, entrenadorAthlete development EN
Height and weight, physical tests for a whole team, personal results and records, coach ratings, belts and gradings with a certificate, and what parents see of it.
Per a: entrenador, gestor, propietariTournaments EN
Run your own tournament (groups, schedule, table, playoff) or take part in someone else's: a team application with players and numbers, game scores, and games in the schedule.
Per a: gestor, entrenador, propietariInventory and shop EN
Keep track of what the club has and sells: purchases, sales paid now or on a player's balance, kit lent out with a deposit, a reminder to reorder, and a shop in the family portal.
Per a: gestor, propietari, entrenador, famíliesIndividual sessions and workouts EN
One-to-one sessions with clients booking a coach's free hours, plans and fees for individual sessions, and a workout log with exercises, sets and ready programs.
Per a: propietari, entrenador, gestor, famílies
Configuració
Custom fields EN
Add your own fields to the cards of players, contacts, teams, payments, locations and staff (text, a number, a date, yes/no or a choice) and decide which ones parents see.
Per a: propietariRoles and permissions EN
What the owner, support, managers and coaches can do, how to change a staff member's role or block their access, and the switches under Club settings → Access.
Per a: propietari, gestorLanguage and date format EN
Choose your own interface language and date format, find the club's language, and switch the theme, in the browser and in the app.
Per a: propietari, gestor, entrenador, famíliesPlans and limits EN
What the Start, Club and Academy plans give (limits on players, teams and staff, modules, the fee on online payments), how to change plan and what happens when a subscription ends.
Per a: propietariData export and GDPR EN
Download all the club's data as Excel, get a copy of your own data, anonymise a player when parents ask for erasure, and how Sport CRM protects personal data.
Per a: propietari, gestor, famíliesTwo-factor sign-in and password EN
Turn on two-factor sign-in with a code from an app on your phone, turn it off, and change or reset your password.
Per a: propietari, gestor, entrenador, famíliesDeleting your account EN
Delete your Sport CRM account for good, what stays in the clubs afterwards, and what an owner who runs a club alone does first.
Per a: propietari, gestor, entrenador, famílies