ClubRight allows admin users to add notes to a member or prospect's profile. These notes are private and will not be visible to the member. Use this feature to record important reminders, internal warnings, or other key details for future reference.
Package
Core / Complete
Why Use This Feature?
✅ Internal-Only Notes – Keep important information private and accessible only to admin users.
✅ Better Member Management – Track important details such as reminders or rule violations.
✅ Easy Access – Notes remain visible in the member's profile for future reference.
How to Add a Note to a Member's Profile
Step 1: Navigate to the Member Profile
Log in to your ClubRight account.
From the dashboard, select "Members" from the left-hand menu.
Use the search function to find the member or prospect.
Click on the correct profile from the search results.
Step 2: Add the Note
Click "Add Note or Message."
Tick the "Add as note" option
Enter a subject and the details of the note.
Step 3: Save the Note
Click "Save" to add the note to the member’s profile.
📌 Important: This note is for internal use only and will not be sent to the member.
Where to View Notes
Once saved, the note will appear in the member's profile. Future admin users who view the profile will see the note as part of the member’s quick view.
By using this feature, you can ensure smooth communication between admin users while keeping important member details organised.