Adding someone who doesn't have a profile yet? Start with How do I add a new member?, then come back here to add their membership.
When a member joins in person, or when you need to add a membership plan manually to an existing member's profile, you can do this directly from their member profile in ClubRight. The process takes you through the New membership wizard, covering the plan, start date, add-ons, member details, welcome and ParQ, payment, and confirmation. The wizard only shows the steps your plan needs, so the counter at the top (for example Step 1 of 6) can change once you've chosen a plan.
Note: Make sure the membership plan is set up correctly in Settings before adding it to a member. See Creating your first membership plan if you need to set one up first.
How to add a membership manually
Click Contacts in the left-hand menu and select Members.
Find the member and click their card to open the quick panel, then click Full profile.
On the member's profile, click + Add another membership below the existing membership tile.
This opens the New membership wizard. Work through the steps below. Some only appear when they're needed:
Add members: shared plans only.
Add-ons: only if your club has add-ons set up.
Payment: paid plans only. If your club collects Direct Debits through DFC or Harlands, this step always appears.
Step 1: Choose plan
Browse or search for the plan you want to add. You can filter by payment frequency (Monthly, Weekly, Yearly, One-off) and contract type (Rolling or Fixed term). Select the plan and click Next.
Step 2: Start date
The start date defaults to today. Change it if the membership should start on a different date. A Payment Summary shows the price, contract type, and collection day. If you need to apply a discount, click Adjust price & add a discount. Click Next when done.
Shared plans: Add members
If the plan is a shared plan, an Add members step appears after the start date. The member whose profile you started from is shown as the Current member with a Lead badge. Use Search for a member to add... to find and select each additional member. The counter shows how many places are filled, for example 2 / 2 members. Click Next when you're done, or Skip to add them later from Members on this plan in the membership panel.
Step 3: Add-ons
If the plan has optional add-ons available, this step lets you include them with the membership. Each add-on shows its name and price, for example a class bolt-on or a one-off product. Toggle on any add-ons you want to include, then click Next. If you do not want to add any, click Skip.
Note: Adding an add-on here is the way to attach a bolt-on to a member's membership. See Adding a bolt-on to an existing member for how to do this for someone who is already on a plan.
Step 4: Member info
Check the member's details are complete: email, date of birth, gender, mobile, address, and emergency contact. These are pre-populated from the member's profile. Any fields left blank will be flagged on the member's dashboard for completion later. Click Next when done.
Step 5: Welcome & PARQ
Choose how the member will complete their health questionnaire (ParQ):
Email PARQ link to member (recommended): sends a link to the member's email address.
Capture in person now: opens the ParQ form immediately for completion on screen.
Capture later: skips the ParQ for now. It will be flagged on the member's dashboard.
Send welcome email straight away is on by default. Leave it on to send the member their Membership Confirmation Email, with their plan, start date and payment schedule, as soon as the membership starts. If you turn it off, you can send it later from Manage & view details > Send welcome email on the membership. Click Next when done.
Step 6: Payment
Choose how the member will pay. You will be taken to the right place to finish setup after starting the membership.
Direct Debit: recurring bank payments.
Take payment now: card, cash, or cheque at the till. You will be taken to the till to complete the payment after starting the membership.
Card terminal (PDQ): take card payment now via a ClubRight Pay card machine.
Decide later: the membership will show as overdue until payment is set up.
Click Next when done.
Step 7: Confirm
Review the full summary: plan, start date, price, amount due today, contract type, any add-ons, and payment method. A Setup checklist shows which member details are complete and which are outstanding. If everything looks correct, click Start membership.
Helpful tip: If you choose Take payment now in the payment step, you will be taken straight to the till after clicking Start membership to complete the transaction. Make sure the till is ready before proceeding.