Adding notes to a member profile

If there is a shining star among you, or maybe if one of your members needs a little encouragement, you can easily let the other coaches in your club know by adding a note to the member’s profile. You can also add notes for the member to see or safeguarding notes that are hidden away.

On the member profile go to the MEMBER NOTES Tab 

Adding a note. 

There are 3 kinds of notes in a member profile 

Member notes

These are notes that can be seen by the member. This is a great place to keep parents up to date with progress or record information that the member or parent can see. 

Coaches Notes

These are notes that you can share with your staff members. Note if a member downloads all of their data, these notes will be included. 

Safeguarding notes

This is where you should record safeguarding considerations around the member. Note these are not available to the member or parent, even under a GDPR data request. 

Adding documents to a member profile

If a member has earned a certificate or requires a doctor’s note, you can upload it as a PDF file or Microsoft Word document to their member profile.

Head to the ‘Data & Documents’ tab, click ‘Upload a document’, select a document and away you go.

Then when you’re finished, just make sure you hit ‘Save’, and your changes will be updated immediately. Easy as that.

Be aware that Coaches’ Notes are subject to instant data download under GDPR in the Member Portal.

Safeguarding Notes

If your note is regarding safeguarding and you do not want the member/parent to see it, tick the box that asks, ‘Is this a safeguarding note?’ – This will prevent downloading by members/parents.