The Directory is your customer database — every regular, every walk-in who joined the waitlist, every member. It’s the foundation of memberships, SMS marketing, loyalty, and per-customer history.
The Directory is reached from the Directory tab in the sidebar (iPad) or the bottom tab bar (iPhone).
Adding a customer
You can create a new customer record from a few different places:
From the Directory tab
- Open the Directory tab.
- Tap the + in the toolbar (labeled Add Player).
- Fill in First Name, Last Name, and optionally Phone Number.
- Tap Save Customer.
Just first name + phone is enough — most rooms enrich the profile (email, notes, photo) the next time the customer comes in.
From check-in
When you tap Check In Player anywhere in the app, the Check In Player screen offers a tile labeled Add New Player with the subtitle “Create a fresh profile in your CRM”. It opens the same form.
Quick add from POS / pickers
When you’re attaching a player mid-flow (e.g. from the POS), you can hit Quick Add Player for a minimal form — just Full Name and an optional Phone Number — that creates a lightweight profile right then and there.
Automatically from the waitlist
Any party that joins your waitlist (whether through the iPad or via the
public phmapp.io/{slug}/waitlist page) is automatically synced into
the Directory if they don’t already exist. Matching is by phone number first,
then by full name, so duplicates are minimized.
Searching
The Directory supports search and scoped views.
- Search bar: Search players… — matches name or phone.
- Scopes: All / Members / Playing.
The same picker appears anywhere in the app you need to attach a customer (e.g. from a player chip on a table). The search prompt there is Search players by name or phone.
What’s stored on a customer
Each customer record (PoolPlayer) holds:
- Name, phone, email, photo, birthday, notes.
- Created date, last visit, total visits, total spent, total play minutes.
- Membership ID (if any) — see Memberships.
- Visit history and favorite table.
- Skill rating, scoring stats, tournament stats, rating history.
- Tags for segmentation.
Most of this populates automatically as the customer plays — you don’t have to maintain it manually.
Tagging a customer to a table session
When you’re starting or running a session you can attach a real customer to a chip in two ways:
- Quick add on the table card — tap + on the table to add a placeholder (P1, P2…). You can attach a CRM customer to that chip later.
- Player Picker — when you need to search and attach an existing customer, the picker offers full search plus a fallback Quick Add Player if they’re not in the system yet.
Once attached, the customer’s name appears on the chip, on the TV display, on receipts, and in their visit history.
Cleaning up duplicates
If your database has duplicate records (common after importing from another system), use Account & Settings → Customers → Merge Duplicates to consolidate them. The tool finds matches by phone and by name and lets you pick which fields to keep.
Importing and exporting
Account & Settings → Customers → Import / Export lets you:
- Export your Directory as a CSV for backup or analysis.
- Import a CSV from a previous CRM or POS to seed your Directory.