Managing players / members

Creating and editing player records

When creating or editing a player’s record, you can complete the following fields:

Field	Description
Firstname (required)	Enter the player’s first name.
Surname (required)	Enter the player’s surname.
Performance Name (if different)	This name will show up on personnel lists, if entered.
Address 1	Enter the first line of the player’s address.
Address 2	Enter the second line of the player’s address.
Town / City	Enter the town or city where the player resides.
County	Enter the county where the player resides.
Postcode	Enter the postcode for the player’s address.
Country	Enter the country where the player resides.
Home Phone	Enter the player’s home phone number.
Mobile Phone	Enter the player’s mobile phone number.
Email (required)	Enter the player’s email address.
2nd Email	Enter a second email address for the player, if applicable.
Date of Birth	Enter the player’s date of birth.
Date of Death	Enter the player’s date of death, if applicable.
Emergency contact	Enter the name and contact details of the player’s emergency contact.
Instrument 1 (required)	This will be used to determine which section the player appears in.
Instrument 2	An optional second instrument; allows player to be included in a second section if required.
Rank	For ranked members - leave blank if section player.
Note	Enter any relevant notes about the player.
Dietary Requirements	Enter any dietary requirements.
Professorships	Select the player’s professorships.
Guest	Free text field, shown next to the players name in personnel lists.
Trialist	Free text field, shown next to the players name in personnel lists.
Nationality	Enter the players nationality.
Diary Service	Select the players diary service.
Gender	Select the player’s gender.
Requires PPE Letter?	Flag whether the player requires a Permitted Paid Engagement letter.
VAT Registered?	Flag whether the player is VAT registered.
Has DBS?	Flag whether the player has a valid Disclosure and Barring Service certificate.
DBS Expiry Date	If the player has a valid DBS, enter the expiry date.
Add to schedule distribution list?	Flag whether the player should be added to the schedule distribution list.
Vacancies/Auditions mailing list?	Flag whether the player should be added to the vacancies and auditions mailing list.

Membership details

If you are creating a new player record, you will need to save the players record before inputting membership details. If you are editing an existing player record, you can add or edit the membership details by clicking on the “Update Membership Details” link, which will open the membership details form.

Field	Description
Member / Member designate / Non-member	Select the player’s membership status.
Member / Provisional Member	Select whether the player is a full member or a provisional member.
Membership Percentage	Enter the percentage of the player’s membership, if applicable.
Member Since	Enter the date the player became a member.
Provisional Member Since	Enter the date the player became a provisional member.
Membership End Date	Enter the date the player’s membership ends (if applicable).
Eligible for Bonus Pay?	Flag whether the player is eligible for bonus pay.
Council of Management?	Flag whether the player is part of the Council of Management.

User Management

Calls

Schedules

Patches / Personnel

People

Creating and editing player records

Membership details

​Creating and editing player records

​Membership details

Creating and editing player records

Membership details