These short videos will help you find your feet. Each one covers a specific area of the platform, pick the one most relevant to what you need right now.
What's Changed in ClubRight
If you've just logged in and things look different, start here. This video gives you a quick orientation to the new ClubRight: what's moved, what's new, and where to find everything. It covers the new home screen, the left-hand navigation, where Settings has moved to, the new Payments section, the Communications hub, Smart Workflows, and how to switch back to the previous version if you need to. Ideal for anyone logging in for the first time after the update.
Homepage Dashboard Overview
A walkthrough of the new homepage dashboard in ClubRight, showing what's displayed on the home screen, how to read the key metrics at a glance, and how to use it as your daily starting point. Useful for anyone who wants to get the most out of the home screen.
The New Payments Section
Payments is a brand new area in ClubRight, built to give club owners a clear picture of their financial position without needing to run reports or contact support. This video walks through the Payments overview, the debtors list, the collections calendar, revenue reports, and the provider activity screens. Useful for owners and managers who want to understand how their revenue is performing and who has outstanding payments.
Smart Workflows: Automate Your Member Communications
Smart Workflows is a new feature that lets you set up automated message sequences that run in the background without any manual input. This video shows you how to use the template library to set up a workflow, how to edit message steps and timing, and how to activate a workflow so it starts running automatically. It covers examples including payment chasers, welcome series for new members, and win-back sequences for lapsed members. Useful for any club that wants to save time on member communications.
Communications Hub: All Your Messages in One Place
The new Communications hub brings together everything your team needs to manage member communications, individual conversations, group messages, tasks, and notifications, in one section. This video shows you how to navigate the hub, how to reply to member messages using saved replies and personalisation, how to send a group message to a filtered list of members, and how to manage and dismiss tasks. Useful for front desk staff and managers who handle day-to-day member communications.
Setting Up Membership Plans
The Membership Plans area has been redesigned with a cleaner layout and a new guided setup wizard. This video shows you what's changed on the plans page, how to use the new eight-step wizard to create a plan, and how to use the updated plan editor to make changes. It also covers the new Shared membership option for joint and family plans, and the Drafts tab for saving plans you haven't finished configuring. Useful for anyone setting up or updating membership plans for the first time in the new ClubRight.
Overview of Member Profile Settings
A full overview of the member profile in the new ClubRight, covering what information is stored, where to find it, and how to manage it. Useful for front desk staff and managers who work with member records day to day.
Adding Membership Plans to Member Profiles
This video shows you how to add a membership plan directly to a member's profile in the new ClubRight. Useful for front desk staff who need to assign or update a membership for an existing member.
How to Navigate Club Visits
This video walks through the Club Visits section in the new ClubRight, showing you how to view, manage, and navigate visit data for your members. Useful for anyone monitoring attendance or member activity.
Where to Find Reporting in the New ClubRight
Reporting in the new ClubRight is spread across several areas rather than sitting in one place. This video shows you where each type of report lives: member analytics in the Members dashboard, attendance in the Diary, revenue and financial data in Payments, and accounting and list-based reports in the Reporting section. Useful for anyone who relied on the old Reporting section and wants to know where everything has moved to.
Can't find what you're looking for? Reply here asking to talk to a member of the Customer Success team.