Originally written by Zak Taylor. Published 1 August 2024, last updated 30 September 2025 on the Club Systems help centre.
This guide provides step-by-step instructions on how to create a person profile in the Person Wizard. It covers various sections including player info, CDH information, golf details, profile information, contact details, membership information, finance, swipe cards, additional info, and preview/confirm. This guide is helpful for anyone who needs to create a person profile and wants to ensure all necessary information is included accurately.
- The player wizard is the interface for inputting all details about each player. It provides the functionality to add, edit, and delete information.
The step-by-step details provided in the guide below encompass all sections of the Person Wizard. Depending on the person template you choose when adding a new person, certain steps may not appear as they are not pertinent to the type of person you are creating. Utilize the navigation menu on the left side of the screen to swiftly navigate to the applicable steps.
Player Info
- This section is relatively self-explanatory. Simply choose whether the person is a Home or Away player.
CDH Information
- Players who are in the Central Database of Handicaps (CDH) should have a CDH ID, a number that is unique to them and allows clubs to transfer their handicap easily. If you know the CDH ID, simply enter it into the box to import their information from the CDH. If you do not know their CDH ID then select the option to enter it later.
Golf
- Select whether the player will have a Home or Away handicap. If Away is selected a further field is dropped down for 'Home Club'. Selecting Home only required the Handicap Index where as Away will require the name of the Home Club and the Handicap Index.
Profile
- This section is relatively self-explanatory. Simply select the relevant gender (Male is set as the default) and fill in the requested information. The Forename and Surname fields are required for you to progress to the next stage; all other fields are completely optional.
Contact
- This section holds all the contact information for the person; email, address, home telephone, mobile number and their preferred form of address.
- It also allows you to set whether they have opted into the WHS Governing Body Submission or not, to receive marketing emails, and whether they are withheld from the apps or casual booking.
Membership
- This section required the date the person joined the club and the membership category they belong to. Simply select the Membership Category from the options available in the dropdown box. Custom categories of membership can be created under the Club section of ClubV1 and will then be available for selection.
Clicking on the Date Joined field will bring up a calendar interface for the easy selection of a date. The default is the current date.
This section also allows you to enter a Leave Date, for if the member has left a club. You can also schedule a category change.
Guide on how to schedule a category change here
[[https://scribehow.com/shared/Scheduling_a_Category_Change__1JZ0eOR1Q_W0NDft_eSfbA]](https://scribehow.com/shared/Scheduling_a_Category_Change__1JZ0eOR1Q_W0NDft_eSfbA)
Finance
- This section holds financial information for the member and can simplify the payment process. If the member has authorised Direct Debit with the club, please check the box in order to consider them for automatic payments. The billing address is assumed to be the same as the address specified in the Contact step unless otherwise stated.
Swipe Cards
- This section allows you to associate a specific swipe card with the person. This will allow them to swipe their card to log into PSI Units and have till payments appear in the ClubV1 system. Simply check the "Add a swipe card for this person" checkbox and fill in the relevant details.
Please contact your Sales Executive if you do not currently use Swipe Cards but would like to find out more.
Additional Info
- This section has a selection of custom fields defined by the club for any other information they require from their members, such as locker number, whether they are committee members, if they are the captain.
Guide on how to create fields and markers here
[\[https://scribehow.com/shared/Adding_and_applying_fields_and_markers__ZSi9vQqfTtWsHJEEDvrTVQ#92038c97\]](https://scribehow.com/shared/Adding_and_applying_fields_and_markers__ZSi9vQqfTtWsHJEEDvrTVQ#92038c97)
Preview/Confirm
- This section allows you to preview the entered information before confirming it. Click on the titles to open up the summary for each section. If you need to edit any of the information you can use the 'Back' button to navigate backwards or select where it says 'Preview/Confirm' to option up a quick navigation menu.
Click 'Finish' to create the new Person, or on the 'Finish and Add Another' to start creating another person.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article