Results for “overdue payment template ideas”

30 results

• Troubleshooting overdue members

  Why members become overdue, how to spot them in ClubRight, and how to collect the missed payment.

• How do I suggest a new feature, and see what ClubRight is working on?

  Where to submit a feature request or suggest an idea for ClubRight, vote on other clubs' ideas, and see what's planned and launched.

• Payment due vs payment overdue

  What the Due and Overdue states mean in ClubRight, the difference between them, and what action to take in each case.

• 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.

• What do the payment statuses mean?

  What Pending, Requested, Success and Failed mean on a member's payments, when a member counts as overdue, and why they can still show as overdue after paying.

• Why has a member's Direct Debit failed?

  Common reasons a member's Direct Debit can fail, how to identify which one has occurred, and what to do to recover the payment.

• Smart Workflow templates: what's available and when to use them

  A guide to every Smart Workflows template in ClubRight and when to use each one to get the best results.

• Smart Workflows: getting started with automation

  Set up automated member communications in ClubRight using Smart Workflows, from templates to live, running workflows.

• Setting up staff users and permissions

  How to add staff members to ClubRight, set their role and permissions, let a Manager see revenue, whether you can stop a staff member booking members in, set their working hours, and what to do if a staff member hasn't received the email to verify or confirm their account.

• Customising your email layout template

  How to edit your Layout Template in ClubRight, the master wrapper that controls branding for every automated email you send.

• Changing a member's Direct Debit payment date

  How to change the Direct Debit collection date for a ClubRight Pay or GoCardless member.

• Creating your first membership plan

  A step-by-step guide to setting up a membership plan in ClubRight using the new plan wizard.

• Investigating billing disputes and payment errors

  How to investigate a billing dispute or payment error in ClubRight, starting with the member's record.

• ClubRight Pay Card explained

  How ClubRight Pay Card works, including supported payment methods, the integrated terminal, costs, and security.

• Working with the Payments area in ClubRight

  What's in ClubRight's Payments area: collections, transactions, debtors, reports, providers, and bulk tools.

• What is Milo, and what can it do for my club?

  What Milo is, what it can look up and change for you, what it can't do, who at your club can use it, and how to reach a person.

• How do I send a member a receipt for a payment they've already made?

  How to resend a receipt for a past payment, and what to send when a member asks for proof of payment or an invoice for a membership payment.

• How does a member set up or change their Direct Debit?

  How members and staff set up or change a Direct Debit, by route and by provider, including lead times.

• How are failed payments retried?

  How automatic retries work for each payment provider, including how many attempts are made, how often, and when they stop.

• Setting up and customising your ClubRight dashboards

  How to add and customise dashboards in ClubRight, including templates, the blank canvas, and switching between multiple views.

• What to do when a member can't pay

  How to help a member who tells you they cannot pay, with the options to freeze, retry, take payment later, or cancel.

• Migrating to ClubRight from another platform

  How ClubRight moves your existing members, memberships, and payments across from your previous system, and what we need from you.

• Why can't my member book a class?

  The common reasons a member can't book a class, how to fix each one, and how to let members book busy classes before pay-as-you-go customers.

• Manually adding a membership in club

  How to add a membership plan to a member's profile in club, step by step — from choosing a plan to taking payment.

• Troubleshooting member access: club, classes and app

  A quick guide to the most common reasons a member can't get into the club, book a class, or log in.

• Customising email templates: overview

  An overview of the email templates you can customise in ClubRight, what each one does, how to edit them and how to send yourself a test.

• Can I change the email address receipts are sent from?

  Why your club's emails and online payment receipts come from a mail@….crmail.uk address, why you can't change it, and where member replies go.

• Changing or upgrading a member's plan

  Move a member from one membership plan to another (for upgrades, downgrades, or plan switches) without cancelling their membership.

• A guide to the reports in the Reporting section

  What each report in the Reporting section shows, covering operational, communications, and accounting reports.

• Till and point of sale overview

  How to use the ClubRight till: starting a sale, taking payment, applying discounts, and completing the sale.