How to add/remove members to a user category

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 category from the list that you want to apply to the user.
3. Click on Members

• To remove a user from the category, 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 category.
• 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 category.

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

How to update player categories in bulk

Before you start:

• Create the category in Playtomic Manager first if it doesn't already exist. The category name in your import file must match exactly with the name in the system.

• Prepare your CSV File: Create a spreadsheet with these columns: 

  - Required fields: "name" (user's name); "email" (user's email) 

  - Optional fields: "phone_number", include international prefix (e.g., 34 for Spain); "gender" - male or female; "birthdate" - format: YYYY-MM-DD; "category_name" - exact name of the category (as it exists in Playtomic Manager); "category_expires", expiration date in format YYYY-MM-DD (cannot be in the past) .

• Save the file as CSV format (in Google Sheets: File > Download > Comma Separated Values). 
• Import the file: Open Playtomic Manager > Go to Customers > Imports > Click New Import > Select Customers and click Next.
• Upload your CSV file and click Next.
• Review and fix any errors if prompted If there are errors, you can download the error rows to see specific instructions for fixing them.

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