Results for “how to bulk update membership plans”

30 results

• Changing membership prices in bulk

  How to update the price for many members on a plan at once using Bulk Payment Actions, and what to check before you do.

• How to bulk extend your membership plans

  Extend the end date of multiple membership plans at once using Bulk Payment Actions, and what to check before you do.

• Membership plan types: which plan type is right for your gym

  An overview of every membership plan type in ClubRight, from rolling monthly to day passes, to help you choose the right setup.

• Setting up promo codes for membership plans

  Create membership plans that are only visible when a valid promo code is entered, ideal for exclusive or time-limited offers.

• 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.

• Creating your first membership plan

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

• What can be edited on a live membership plan

  A quick reference guide to which membership plan settings can be changed after a plan has been assigned to a member.

• How do I change a membership's contract end date?

  How to add days to a fixed-term membership, and how to end one earlier than its contract end date.

• Sending a group or bulk message

  How to send a message to all your members or a filtered group, including channel options, marketing emails, seeing who a group message went to, and finding replies.

• Restrictions and eligibility on membership plans

  How to set age restrictions and membership eligibility on a plan, so only the right members can purchase it.

• Setting up membership renewals

  Control when members can renew their membership, both as a club-wide default and on individual plans, and how to renew a fixed-term membership for a member.

• Organising plans with membership plan categories

  Group your membership plans into categories so members can find the right plan when joining or renewing.

• Branded QR codes for membership plans

  How to find each plan's QR code, embed your club logo, and use them to promote specific membership plans to prospects.

• 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.

• Freezing, unfreezing and pausing memberships

  Temporarily pause a member's membership and payments when they are unable to attend, and reinstate it when they are ready to return.

• Sending renewal reminders with Smart Workflows

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

• Setting up your Health Questionnaire (ParQ)

  How to set up your ParQ (Health Questionnaire), and how staff complete, review or update a member's ParQ in club.

• Online joining process

  Walk-through of how a prospect joins your club online, what they see at each step, and how to share your joining link.

• How your memberships show on your website

  Control how your membership plans appear on your website, from pricing to the "Most popular" badge.

• Sharing files with members (workout plans, eBooks)

  How to share files like workout plans or eBooks with members using a third-party download link.

• How do I sell a membership now that starts on a later date?

  Pre-sell a membership, such as a founder membership, so members buy it today online or in club and it starts on a later date.

• 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.

• Working with the Payments area in ClubRight

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

• Personalising the member app

  Customise your member app's branding, tiles, pages and settings to match your club and guide members to the right actions.

• Payments overview

  The different payment methods you can use in ClubRight, including cash, card, Direct Debit, standing order, and PDQ.

• Cancelling a membership: process and what to expect

  How to cancel a member's membership in ClubRight, immediately or on a future date, and what happens when you do.

• 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.

• Getting started with the new ClubRight: video guides

  Short video guides to help you find your feet in the new ClubRight, covering the areas you are most likely to need.

• Setting up on-demand video activities

  How to create on-demand video activities, add video content, and control who can access them in the members' video library.

• Setting up classes, activities and the diary

  How to set up your diary, booking rules, and bookable activities so members can book classes and sessions.