Welcome to ClubRight. Setting up your club is straightforward when you take it one step at a time, and this guide walks you through everything you need to get live in your first week. Work through the steps in order: each one builds on the last, so by the end you will be ready to take members, payments, and bookings.
Most steps link to a detailed article. You do not have to finish everything in one sitting, and not every step applies to every club. Set up what fits your business and skip what does not.
š” Tip: almost everything below lives in Settings. Settings is a single landing page with cards grouped into sections, and there is a Search settings bar at the top right. If you cannot see a setting, search for it by name.
Step 1: Set up your club information
Start with your club's core details. This is the foundation everything else sits on, and a lot of it is what members see when they join. Go to Settings, then Your Club, then Club Info. The page saves your changes as you go, so there is no separate save button.
Get the basics in place first, under What's your club called?: your club name, company name, manager name, address, telephone, email, and website. Then add your policies under Where are your policies?: links to your Terms & Conditions and Privacy Policy, and the privacy statement members see when they sign up.
Add your branding
Branding is worth getting right early, because it carries through to your member area, public pages, and emails. On the same Club Info page:
Logos: upload your main logo and your app logo under What does your club look like?.
Brand colours: set your text, background, and button colours under What are your brand colours?. A live preview shows how they will look.
š” Tip: if you set a motivational message on this page, it appears on the welcome screen members see when they check in through access control.
Step 2: Set up how you take payment
Get your payment methods connected early, because you cannot take a paying member until this is in place. Decide how your club collects money and connect it. ClubRight Pay is the recommended option for both Direct Debit and card. For a comparison of the options to help you choose, see Payment methods compared: Direct Debit, Card, Cash, and Standing Order.
Step 3: Add your staff
Add the people who will be working in ClubRight and set the right access level for each one, so everyone can do their job without seeing more than they need to. See Setting up staff users and permissions.
Step 4: Set up what you offer
What you set up here depends on your type of business. A membership-based gym will focus on plans, a class-based studio on activities and the diary, and many clubs use a mix. Set up what fits your club:
Membership plans: what members sign up to, with their prices and billing terms. Set these up before you start adding members. See Creating your first membership plan.
Activities and diary: if you run classes, sessions, or appointments, set up your activities and add them to your diary so members can book. See Setting up classes, activities and the diary.
Products: anything you sell alongside memberships, such as physical stock (a water bottle or club kit) or class credits members use to book. Set these up if you plan to sell them. You will find this under Settings, in your products area.
Step 5: Set up your health questionnaire (ParQ)
Your ParQ is an optional health questionnaire members complete when they join. If you use one, setting it up means new members answer your health questions during sign-up, and high-risk answers are flagged to your staff. See Setting up your Health Questionnaire (ParQ).
Step 6: Open your doors
With the steps above complete, your club is ready. Members can join and pay, book activities, and access your club. To start bringing members in online, share your registration and joining links from your website and social media. See Online joining process and Connecting your website to ClubRight.
Need a hand getting set up?
If you get stuck on any step, click the orange chat button to talk to our Customer Success team.
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