The first month: what to check

In the first weeks, most problems are small and easy to fix: a booking rule a little tight, a member in twice, a role missing a permission. Look at these once a week for the first month.

Every few days

• Portal sign-ups waiting. Members who made a login cannot book until it is approved. Check Club › > Members › > Portal sign-ups, and approve or reject each one. See Approve portal sign-ups.
• Feedback. What people saved through Help and feedback is on Admin › > Feedback, with the conversations where nothing was saved. Read both: the questions people asked show what is hard to find. See Read everyone's feedback, and set Help and feedback's limits.

Each week

• Bookings. Look at the booking calendar for courts left empty that members say they could not book, and for a member refused who should not have been. The rules are on Settings, Booking rules. See Why can't a member book that court?.
• Invoices and payments. Check Club › > Invoices › > Unpaid invoices: payments members have made should be recorded against their invoices. See Record a payment.
• Duplicates. Search the Members list for anyone who appears twice, often a person imported once and then added again.
• Logins and roles. When someone asks for something they cannot see, look at What they can do on their page in Admin › > Users before giving them more.
• Emails sent. Open each message on Club › > Communications › > Previous: it shows what happened to each address. A hard bounce or a spam complaint blocks an address until the office clears it. See What happened to a message: delivered, bounced, complained.

Once, at the end of the month

• Renewals. If memberships end soon, look at Club › > Invoices › > Renewals before raising them, and at members on Auto renew and invoice.
• The figures. Compare a month of income on the Committee reports, or the Finance overview, with the bank. If the treasurer reconciles the bank account in Sports Club OS, the first reconciliation shows anything recorded wrongly.
• The audit log. Read through Admin › > Audit log for anything unexpected: a role changed, settings changed, records deleted. See The audit log.
• A download of the club's data. Take one and keep it somewhere private, so the club has its own copy. See Download all the club's data.
• Roles & permissions. With a month's experience, change what roles allow where the club works differently from the starting set. See Change what a role may do.