Help & guidesSet up a player and representation contract

Step-by-step guide

Set up a player and representation contract

Create a trustworthy player dossier, record the agency’s authority to act and attach the commission entitlement that completed deals will use later.

In this guide

The player dossier is the shared source of truth

A player record brings identity, relationship status, strategy, contracts, deals, documents, tasks, signals and audit history together. Create it once, keep the facts reliable and let the rest of the workspace build around it.

The representation contract records the agency's mandate with the player. Its commission term records the agency's entitlement. These are related but distinct from the player's relationship status and playing contract with a club.

Find or create the player

01

Search the registry first

Search by the player's name or club before creating anything. Relai does not prevent two similarly named player records, and duplicate dossiers split contracts, tasks, documents and history.

02

Create manually or review an import

Choose New player for one record, or use the spreadsheet import for an existing roster. Imported players remain proposals until you review and approve them. An unresolved player in an email proposal can also be created as a new prospect during review.

03

Start with the legal identity

First and last name are required. Use Known as only when the player is normally identified differently; it becomes the display name across the app.

Complete the identity and football context

Add the date of birth, nationalities, positions, preferred foot and current club when they are known. These facts make the dossier easier to distinguish and improve the context used elsewhere in the workspace.

Current club describes where the player is now. It is not a substitute for the historical playing contract, which has its own club and dates. Leave uncertain details empty rather than turning an assumption into shared data.

Set the relationship state deliberately

Status describes the agency's relationship with the player. Choose what is true now; creating a representation contract does not update this status automatically.

Prospect
A player the agency may represent but has not yet secured.
Mandated
The agency has specific authority to act for the player.
Client
An ongoing represented relationship rather than a single pursuit.
Former
The relationship is no longer active, but its history should be retained.

If a prospect reaches the Secured mandate stage in Pipeline, Relai marks the player as Mandated and offers an immediate undo. When creating the contract from the player dossier, review the status yourself after saving.

Add the representation contract

01

Open the player dossier

Select the player in the registry, find Contracts and choose Add contract. Use the same dossier rather than creating another player record for a new mandate.

02

Choose Representation

Representation means the agreement is between your agency and the player, so no club is selected. Use Playing only for the player's employment contract with a club.

03

Record the signed term

Enter the start date when known and the required end date from the agreement. Add concise notes for relevant clauses or context that should remain visible beside the contract.

Record the commission entitlement

When creating a representation contract, you can record its primary fee in the same form. Choose the calculation type, enter the rate or amount, and select the capacity in which the agency is acting.

% of salary
Calculated from the completed deal’s wage, wage period and contract length.
Fixed fee
A single agreed amount. The contract-creation form currently records this in GBP.
% of transfer fee
Calculated from the transfer fee recorded on the completed deal.
Sell-on %
A future entitlement whose expected installments are entered when known.
Conditional bonus
An entitlement that depends on a stated condition being met.
Custom
Describe an arrangement that does not fit the standard calculations.

Acting capacity

  • Acting for the player
  • Acting for the coach
  • Acting for the engaging club
  • Acting for the releasing club
  • Dual representation

Verify the setup before relying on it

01

Check the contract row

Confirm that it says Representation, shows You as the counterparty and contains the correct dates. Check the expiry indicator against the signed agreement.

02

Check the nested commission term

Confirm the type, rate or fixed amount and acting capacity. Only active commission terms on active representation contracts are considered when a completed deal is compiled.

03

File the signed agreement

Upload the signed document in the player's Documents section so the commercial record and its evidence remain together. Then review the player status and strategy one final time.

For what happens after a deal completes, continue with How commissions work →

Keep the dossier current

Edit contract dates or notes from its actions menu. Add a separate term when the mandate grants an additional entitlement. If a commission term was recorded in error, a workspace owner or admin can archive it and add the corrected term without rewriting ledger history.

All workspace members can create and edit shared player and contract records. Destructive actions and commission-term archiving are limited to owners and admins. Once a commission term exists, the player and mandate cannot be deleted; mark the player Former and preserve the audit trail instead.