How to add and remove members to a benefit

From the Benefit Members Tab:

1. Go to Rewards & Offers in the left sidebar menu and then click on the Benefits tab.
2. Select the benefit from the list that you want to apply to the user.
3. Click on Members

• To remove a user from the benefit, find the user in the list or use the search bar. Click the white box next to the user's name. A Remove member button will appear at the top. Click it to delete the user from the benefit.
• To add a user, click the Add new member button at the right, search for the user (who must be previously registered in your Playtomic Manager), and once found, add them to the benefit.

Remember that from here, you can also modify the expiration date of the benefit applied to the user (which appears by default). Just select the date in the calendar located to the right.

From the player profile:

Assign a benefit to player:

1. Go to Customers → open the player's profile.
2. Go to the Benefits tab.
3. Assign the benefit.

Revoke a benefit from a player:

1. Go to Customers → open the player's profile.
2. Go to the Benefits tab.
3. Click the trash icon to revoke.

How to update player benefits in bulk

You can import or update benefits for multiple players at once using a CSV file. For full details on how to prepare and upload the file, refer to the "How to import customers and benefits into Playtomic Manager" article.

Here's a summary of what to keep in mind:

Before you start:

• Make sure the benefit already exists in Playtomic Manager. The name in your import file must match exactly with the name in the system.
• If you're importing at single club level, use the standard CSV columns including category_name and category_expires.
• If you're importing at organization (chain) level, use the club-specific column format: CAT_IMP-[clubname]-cat_name, CAT_IMP-[clubname]-exp_date, etc.

Steps:

1. Prepare your CSV file with the required columns ("name" and "email"are mandatory; all other fields are optional but don't delete their columns).
2. Save as CSV format (in Google Sheets: File → Download → Comma-separated values).
3. In PT Manager, go to Customers → Imports → Import new customers.
4. Confirm you have the customer's permission, then click Next.
5. Download the CSV sample to verify the expected format before uploading.
6. Upload your file and click Next.
7. Fix any broken rows if prompted. To see what went wrong, click Download error rows.

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