Source workbook · platform foundationTen capability areas
These capability notes come from the source document. Validate the exact platform behavior during the operational pilot.
1. CRM + RELATIONSHIPS
We can already manage leads, contacts, pipelines, opportunities, custom records, structured fields, associations, tasks, history, and automation around those records.
This means the Tennis OS does not need to invent a CRM from scratch. We need to define the tennis relationships and data correctly.
2. MESSAGING + AI FOLLOW-UP
We can already handle automated and two-way communication across supported messaging channels, follow-up sequences, reminders, notifications, AI-assisted conversations, lead qualification, and routing.
What we need from tennis is the communication logic: who should be contacted, when, about what, and under which exceptions.
3. WORKFLOWS + AUTOMATION
We can already trigger workflows from events such as contact changes, appointments, opportunities, payments, forms, courses, and other record activity, then take actions automatically.
The question is not whether automation is possible. The question is what the correct tennis workflow should be.
4. CALENDARS + SERVICES + RESOURCES
We can already manage staff availability, services, booking rules, reminders, payments at booking where appropriate, and scheduling resources such as rooms/equipment.
For Tennis OS, we need to determine how courts, coaches, programs, recurring lessons, weather, rescheduling, and last-minute openings actually work.
Current platform limit to keep in mind: native Services resource logic books one resource per service appointment. Multiple resources can be assigned as alternatives, but the system selects one available resource; it does not reserve several distinct resources for one appointment. That works for many one-coach/one-court cases, but multi-court clinics, camps, or facility blocks will likely need Tennis OS-side court/session logic or another validated orchestration pattern.
5. PAYMENTS + SUBSCRIPTIONS
We can already support payment collection, products/services, subscriptions, invoices, and payment-related automation.
The tennis-specific gap is the business logic around lesson packages, credits, expirations, transfers, cancellations, makeups, coach-specific pricing, and similar rules.
6. CLIENT PORTAL
We can give players/parents a branded customer home for supported portal functions such as appointments, billing, shared files, courses, communities, and account access.
This may allow us to avoid building a full custom player app in the first version.
7. COMMUNITIES + COURSES
We can support groups, member access, announcements, discussions, private learning content, courses, program content, and community-style engagement.
Potential Tennis OS uses include academy groups, camps, clinics, player cohorts, parent groups, drill libraries, off-court training, onboarding, and instructional content.
8. REPUTATION + RETENTION
We can automate review requests, referral follow-up, reactivation, nurture, reminders, and retention campaigns.
9. REPORTING + BUSINESS VISIBILITY
We can report on structured CRM and business data and build operational views around leads, bookings, pipeline, payments, retention, and other tracked records.
10. CUSTOM TENNIS RECORDS + INTEGRATIONS
We can create structured tennis-specific records and relationships and use workflows, reporting, APIs, and integrations around them.
Likely examples include Player, Session/Lesson, Assessment, Development Plan, Match/Tournament, Program, Court/Facility, and Package/Credit records. The final model depends on your answers below.