--- title: Manual Insurance Tracking (incl. JustGo Import) description: "Video walkthrough: Manual insurance tracking and JustGo import In Manual mode, your club records each member's insurance in A2B Manager, either one member at a time on the Members page or in bulk by importing your JustGo club members export.…" url: "https://a2bmanager.com/docs/manual-insurance-tracking-justgo-import/" updated: "2026-10-19" category: Club Management Guides / General Settings --- # Manual Insurance Tracking (incl. JustGo Import) Video walkthrough: Manual insurance tracking and JustGo import In Manual mode, your club records each member's insurance in A2B Manager, either one member at a time on the Members page or in bulk by importing your JustGo club members export. This guide covers setting up Manual mode, insurance levels, setting and removing cover, expiry reminders and the JustGo import. Missing or expired insurance doesn't stop anyone booking, and parents never see insurance details. ## Setting up Manual insurance tracking and importing from JustGo ### Step 1: Open the Insurance tab (0:00) - In the left-hand menu, click **Settings Hub**. In the **System Settings** section, click the **Settings** card. - Click the **Insurance** tab. The panel is headed **Insurance tracking**. ![The Insurance tab in Settings](https://a2bmanager.com/wp-content/uploads/2026/10/manual-insurance-01.png) Step 1: The Insurance tab in Settings ### Step 2: Choose Manual and add your levels (1:04) - Under **Tracking mode**, choose **Manual — admins set insurance on the Members page**. (There's another tracking mode, which isn't covered here.) - Under **Insurance levels**, type a level name and click **Add**. You can add up to 20 levels, each up to 40 characters. Levels are optional unless you import from JustGo. - If you're importing from JustGo, add levels named exactly like your JustGo membership types, for example **Community**, **Competitive**, **National** and **Enhanced**. Any row whose membership type doesn't match a saved level won't import. - **Remove** takes a level away straight away, with no confirmation. It doesn't change members who already have that level. ![Manual mode and insurance levels](https://a2bmanager.com/wp-content/uploads/2026/10/manual-insurance-02.png) Step 2: Manual mode and insurance levels ### Step 3: Set reminders and save (1:44) - To get a reminder in your notifications bell, tick **Notify me when insurance is expiring**. - Under **Remind me before expiry**, tick one or more of **1 day**, **7 days**, **14 days** and **28 days**. Each one adds a separate reminder. - A reminder is only created on the day a member's cover is exactly that many days from expiring, so tick more than one if you want a safety net. - Click **Save settings**. You'll see *Insurance settings saved.* You must save in Manual mode, with your levels, before you import. ![Expiry reminders and Save settings](https://a2bmanager.com/wp-content/uploads/2026/10/manual-insurance-03.png) Step 3: Expiry reminders and Save settings ### Step 4: Import your JustGo file (2:21) - In JustGo, export your club members list as Excel or CSV. A2B Manager recognises it from its headings: **Firstname**, **Surname**, **Expiry Date**, **MID** and **Membership Type** (the sheet is called *Club Members*). Other columns are ignored. - The MID becomes the insurance number, and the membership type becomes the level. - Under **Import insurance**, click **Choose File** and pick the file (under 5 MB). - Not using JustGo? Click **Download example** for a CSV with the columns *Student first name*, *Student last name*, *Expiry date*, *Insurance number* and *Insurance level*. Use these headings exactly. Every column is required. - The review shows how many members are ready to update. Members are matched by first and last name. If more than one member has the same name, choose the right one from the list. ![Choosing the JustGo file under Import insurance](https://a2bmanager.com/wp-content/uploads/2026/10/manual-insurance-04.png) Step 4: Choosing the JustGo file under Import insurance ### Step 5: Update members (2:51) - Click **Update members**. The **Insurance updated** summary lists each member's insurance number, level and expiry. Click **Close**. - The import overwrites any cover a member already has, without warning, even if the new expiry date is earlier. - If a file has two rows for the same person, the second row is rejected with *This name is already in the file.* - Rows without a membership type or expiry date fail. They're listed under **Rows that were not updated**; click **Download rows to fix** to get them as a file. - The import only updates insurance. It doesn't add members or change any other details. ![The Insurance updated summary](https://a2bmanager.com/wp-content/uploads/2026/10/manual-insurance-05.png) Step 5: The Insurance updated summary ### Step 6: Check the Members page (3:14) - Go to **Member Management** > **Members**. The **Insurance** column shows each member's insurance number, level and *Expires* date, or *Expired* once the date has passed. - The member's profile also shows *Insurance expires …*, *Insurance expired …* or *No insurance*. ![The Insurance column on the Members page](https://a2bmanager.com/wp-content/uploads/2026/10/manual-insurance-06.png) Step 6: The Insurance column on the Members page ## Setting cover for one member - On the **Members** page, click the member's **Insurance** cell. In **Insurance expiry date**, enter the expiry date, an optional **Insurance number** and an **Insurance level** (needed if you've added levels), then click **Save**. - To remove cover, click an insured member's **Insurance** cell. Cover is removed straight away, with no confirmation. ## Renewing cover - There's no edit option. To renew, remove the member's cover, then set it again with the new expiry date. You can also re-import an up-to-date JustGo file. - If a member's cover has already expired, there may be no remove option. Set the cover again with the new date instead. ## Good to know - Insurance tracking is for your records only. Missing or expired insurance doesn't stop a member booking. - Parents never see insurance details in their account. - Matching is by name only, so check the review count before you click **Update members**. Inactive members can be matched too. [Download the PDF guide (optional)](https://a2bmanager.com/wp-content/uploads/2026/10/manual-insurance-tracking-justgo-import.pdf)