Results for “an introduction to xero”

10 results

• Setting up the Xero integration

  How to connect Xero to ClubRight and configure it to post a daily accounting summary, including nominal codes and posting options.

• Setting up nominal codes

  How to set up nominal codes in ClubRight to categorise your revenue, simplify reporting, and connect with Xero.

• Connecting your integrations

  An overview of the third-party tools you can connect to ClubRight, what each one does, and how to set them up.

• ClubRight Pay Direct Debit explained

  How ClubRight Pay Direct Debit works for your club, including what's included, pricing model, and settlement timings.

• Celebrating member milestones with Smart Workflows

  Automatically recognise key member moments, using birthdays as an example, with guidance on setting up your own milestone workflows.

• Chasing overdue payments with Smart Workflows

  Use the Payment Chaser workflow to automatically send escalating reminders when a member's payment is missed or late.

• Onboarding new members with Smart Workflows

  Use the Welcome Series workflow to automatically guide new members through their first two weeks with a sequence of timely emails.

• Winning back lapsed members with Smart Workflows

  Automatically re-engage members who have stopped visiting, with a personalised sequence that prompts them to return.

• Sending renewal reminders with Smart Workflows

  Automatically remind members before their membership expires and follow up afterwards to encourage them to renew.

• Nurturing leads with Smart Workflows

  Use the Prospect Nurture workflow to automatically follow up with new prospects and encourage them to join your gym.