Pomoc Sport CRM

Krótkie instrukcje z obrazkami: jak zacząć, codzienna praca i co widzą rodzice.

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Na start

• Create a club EN

  How to sign up and set up your club in Sport CRM. It is free and takes two minutes.

  Dla kogo: właściciel

• Teams and the schedule EN

  Create a team or group, assign its coaches, set the regular sessions and locations, and the schedule fills itself in.

  Dla kogo: właściciel, menedżer

• Add 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.

  Dla kogo: menedżer, właściciel, trener

• Import players from Excel EN

  Move your whole player list from a spreadsheet or another app in one go, with groups, parents' contacts and debts.

  Dla kogo: menedżer, właściciel

• Price 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.

  Dla kogo: właściciel, menedżer

• Invite 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.

  Dla kogo: właściciel

• Invite parents EN

  Send parents a personal link to the family portal, so they can follow their child's schedule, attendance, payments and announcements.

  Dla kogo: menedżer, trener, właściciel

• Schedule 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.

  Dla kogo: trener, menedżer

• Take 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.

  Dla kogo: trener, menedżer

• QR 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.

  Dla kogo: trener, menedżer, rodzice

Dla rodziców

• 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.

  Dla kogo: rodzice

• For 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.

  Dla kogo: rodzice

Pieniądze

• 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.

  Dla kogo: menedżer, trener, właściciel

• Debts 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.

  Dla kogo: menedżer, właściciel

• Freezing 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.

  Dla kogo: menedżer, właściciel

• Discounts and family payments EN

  A discount on one subscription, an automatic sibling discount, and one payment split between the children of a family.

  Dla kogo: właściciel, menedżer

• Online 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.

  Dla kogo: właściciel, rodzice

Codzienna praca

• 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.

  Dla kogo: trener, menedżer, właściciel

• Telegram 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.

  Dla kogo: właściciel, rodzice

• Push 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.

  Dla kogo: rodzice, trener, menedżer, właściciel

• Trial 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.

  Dla kogo: menedżer, właściciel, trener

• Tasks 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.

  Dla kogo: menedżer, trener, właściciel

Moduły

• 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.

  Dla kogo: menedżer, właściciel, trener

• Churn 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.

  Dla kogo: menedżer, właściciel

• Coach 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.

  Dla kogo: właściciel, trener

• Athlete 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.

  Dla kogo: trener, menedżer, właściciel

• Tournaments 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.

  Dla kogo: menedżer, trener, właściciel

• Inventory 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.

  Dla kogo: menedżer, właściciel, trener, rodzice

• Individual 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.

  Dla kogo: właściciel, trener, menedżer, rodzice

Ustawienia

• 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.

  Dla kogo: właściciel

• Roles 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.

  Dla kogo: właściciel, menedżer

• Language 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.

  Dla kogo: właściciel, menedżer, trener, rodzice

• Plans 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.

  Dla kogo: właściciel

• Data 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.

  Dla kogo: właściciel, menedżer, rodzice

• Two-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.

  Dla kogo: właściciel, menedżer, trener, rodzice

• Deleting 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.

  Dla kogo: właściciel, menedżer, trener, rodzice