Managing Participants¶
Sarah has created the Morocco Golf Trip. Now she needs to add the 12 members who are coming along. Let's see how she manages the participant list.
Accessing the Participants List¶
From the trip dashboard, Sarah clicks Participants (or the participant count card).
She sees the participants page - currently empty since this is a new trip.
Adding Participants¶
Adding from Your Organisation¶
Sarah clicks Add Participant. A search box appears where she can find members of Brookvale Golf Club.
She types "Sophie" and sees Sophie Anderson appear in the results. She clicks to add her.
Sophie is now added to the trip. PazGolf automatically:
- Records her current Fair Play Index (handicap)
- Creates her entry for all trip day competitions
- Gives her access to view trip content
Adding Multiple Participants¶
Sarah continues adding participants one by one:
- Lars Johansson (FPI 4.8)
- Elena Garcia (FPI 8.7)
- Marco Rossi (FPI 12.3)
- Mia van der Berg (FPI 6.2)
- ...and so on
The Participants List¶
Once everyone is added, Sarah can see at a glance:
| Column | What It Shows |
|---|---|
| Name | Participant's name |
| Fair Play Index | Their handicap at time of joining |
| Team | Team assignment (if using teams) |
| Status | Booking status (Pending, Confirmed, etc.) |
Assigning Teams¶
The Morocco trip is a team event - Europe vs Internationals.
Tap to Assign¶
Sarah clicks Teams from the trip dashboard. She sees all participants with team assignment options.
To assign someone to a team, Sarah simply taps their name:
- First tap → Europe
- Second tap → Internationals
- Third tap → Unassigned
Balancing Teams¶
As Sarah assigns players, she can see the team handicap totals updating. This helps create balanced teams if she's trying to match overall handicaps.
The interface shows:
- Europe total handicap
- Internationals total handicap
- Number of players per team
Auto-Assign Option¶
If Sarah wants PazGolf to balance teams automatically, she can click Auto-Assign Teams. This distributes players to create roughly equal team handicap totals.
Participant Details¶
Clicking on a participant shows their full details:
- Contact information
- Fair Play Index at trip start
- Team assignment
- Booking status
- Payment information (if tracking)
Removing Participants¶
If someone drops out, Sarah can remove them:
- Click on the participant
- Click Remove from Trip
- Confirm the removal
This removes them from:
- The participants list
- All trip day competition entries
- Playing groups (if already assigned)
Booking Status¶
If Sarah is tracking payments, each participant has a booking status:
| Status | Meaning |
|---|---|
| Pending | Added but no payment recorded |
| Deposit Paid | Deposit received |
| Confirmed | Fully paid |
| Waitlist | Trip is full, on waiting list |
| Cancelled | Dropped out |
Sarah can update these manually as payments come in.
What Happens Automatically¶
When Sarah adds a participant, PazGolf handles several things automatically:
- Competition entries - Player is entered into all trip day competitions
- Handicap snapshot - Their Fair Play Index is recorded at time of joining
- Access granted - They can view trip content within the access window
- Team events - They appear in team assignment lists
This means less manual work for Sarah - she doesn't need to separately enter people into each day's competition.
Player Profiles¶
Participants can personalise their trip profile with a photo, flag, and optional nickname. These appear on leaderboards, pairings, and the reveal ceremony.
Editing Your Profile¶
From the trip dashboard, participants click Edit My Profile.
They can add:
| Field | What It Does |
|---|---|
| Photo | Appears in pairings and reveal ceremony |
| Flag | Country flag or emoji (shown on leaderboards) |
| Display Name | Optional nickname (e.g., "The Eagle") |
The Flag Picker¶
The flag picker includes 20+ country flags plus special options:
- Common flags: 🇮🇪 🇬🇧 🇺🇸 🇳🇱 🇪🇸 🇩🇪 🇫🇷 🇮🇹 and more
- Special: Northern Ireland (custom flag)
- Searchable: Type to filter (e.g., "ire" finds Ireland)
Where Profile Info Appears¶
Once set up, photos and flags appear in:
- Team leaderboard - Flags next to member names
- Pairings display - Photos and flags for matchplay
- Reveal ceremony - Large photos on the big screen
- Group cards - Small flags next to player names
Encourage Everyone to Add Photos
The reveal ceremony looks much better when everyone has uploaded a photo. Send a reminder before the trip!
Participant View¶
What do participants see? When Sophie Anderson logs in, she can:
- View the trip in My Golf → My Trips
- See the schedule and her playing groups
- Access score entry for each day's competition
- View the trip leaderboard
- Edit her profile (photo, flag, nickname)
Sophie doesn't need to do anything special - she's already entered in all the competitions.
Next Steps¶
With participants added (and optionally assigned to teams), Sarah's next task is:
- Set up trip days - Add each day of golf
- Organise playing groups - Decide who plays with whom
Quick Reference¶
Adding Participants¶
- Click Add Participant from the participants page
- Search by name
- Click to add
Team Assignment¶
- Tap once → Europe
- Tap twice → Internationals
- Tap three times → Unassigned
Automatic Actions¶
When you add a participant:
- [x] Entered into all trip day competitions
- [x] Handicap recorded
- [x] Access granted
- [x] Appears in team/group lists