Adding a sponsor

Sponsors lists the companies and organisations that support the club. Each row is one sponsor; each season's sponsorships are created afterwards, on the sponsor's record.

Add a sponsor

1. Select "Add sponsor".
2. Fill in the "Name", the only required field. If you like, add the "Registered name", "Tax ID", "Sector" and "Website"; if you type the website without https://, the app adds it.
3. Under "Contacts and address", fill in the "Email", "Phone", "Mobile", "Address", "Postcode", "Town" and "Country". The email is where Communication messages are sent.
4. Under "Logo", select "Add logo" and choose a JPEG, PNG or WebP image, up to 5 MB.
5. Write any "Notes" you need and select "Save".

A sponsor holds no files other than the logo. The signed contract is attached to each sponsorship.

Read the list

At the top of the page you choose the "Season"; it opens on the active one. The three figures cover that whole season and don't change with the filters:

• "Contracted this season": the total of "Active" and "Finished" sponsorships, including those of archived sponsors.
• "Active sponsors": sponsors that aren't archived and have at least one "Active" sponsorship.
• "Up for renewal in 90 days": "Active" sponsorships ending in the next 90 days. Beside the table, the same list takes you to each sponsor's record, and "By tier" shows what each tier is worth.

Filter the table by "Tier", "Status" and "Scope" ("Club" or a team), or search by name. When a sponsor has more than one sponsorship in the season, the "Type" column shows how many, "Status" and "Ends" are left blank and "Value" adds up the contracted ones. Select a row to open the record.

The sponsor's record

The header shows the logo, the current tier and the active season's figures: how much is contracted, the amount "Received" and the "Benefits" delivered out of those promised. The "General" tab holds the "Identity", "Contacts", "Address", "Notes" and the current sponsorship; the "Sponsorships" tab holds the history across every season.

• To change the details, select "Edit".
• To swap just the logo, use "Logo" in "Identity"; "Remove logo" takes it off.

Finance link

With the Finance module active, the "General" tab shows the "Finance link". Pick the client/supplier in "Choose client/supplier" and select "Link": income you launch from the sponsorships from then on is attributed to them. Income already launched doesn't change. A client/supplier can only be linked to one sponsor. "Unlink" removes the link without touching the client/supplier.

Archive or delete

• "Archive" takes the sponsor off the list, which only shows it again with "Include archived" turned on. Its sponsorships stay as they were, and their money still counts in "Contracted this season"; it stops counting towards active sponsors and renewals. "Reactivate" undoes the archive. You can also archive or reactivate from "Edit", with the "Active" switch.
• "Delete" only works for a sponsor with no sponsorships in any season. If there are any, the app says how many and suggests archiving instead.