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Members & Contributions Management (Status Board)

Edumaps

📋 Important note first1

Delete this column after customizing

Data protection (read, then delete)

  • This map is a status board, NOT a member database.
  • Do not put in the map: IBAN, health data, dates of birth, addresses. These belong in the club administration system or the locked folder.
  • Only here: first name plus status of the documents.
  • Access only for the responsible people on the board or coaching team.

🆕 Trial training2

Example: Emma

  • First trial training: DD.MM.
  • Trial sessions: 2 of 3
  • Contact with the family is through: Coach Anna

New interested participant

  • First name:
  • First training:
  • Rule: after 3 trial sessions, make a decision and, if applicable, hand over the admission documents

📄 Admission in progress2

Example: Emma

  • Admission form: received DD.MM.
  • Data protection declaration: received
  • SEPA mandate: still missing (reminded on DD.MM.)
  • Emergency contact recorded: yes
  • Photo permission: see forms map

New admission

  • Application: open/received
  • Data protection: open/received
  • SEPA: open/received
  • Emergency contact: open/recorded

✅ Admitted1

Move completed admissions here

  • First name and date of admission, documents filed in the club folder
  • Recorded in the club software: check off

💶 Contributions2

Contribution overview

  • Youth contribution: enter amount and due date
  • SEPA collection on: DD.MM.

Open contributions (status only)

  • Example: 3 returned payments in the collection on DD.MM., families contacted on DD.MM.
  • No names with amounts in public: details in the club administration system

💬 Text modules2

Reminder: documents

  • "Dear family ..., for ... to continue training regularly, we are still missing: ... Feel free to bring it to the next training session or contact us if you have any questions."

Reminder: contribution

  • Friendly, with a note about installment payments and support options in case of financial difficulties