Results for “member groups”

30 results

• Setting up member groups

  How to create member groups to organise and message members together, and how to add members to a group.

• Creating and setting up products

  How to create products and set up pricing, stock, availability, promo codes, bolt-ons and groups for your shop and till.

• Member reports and analytics in the Members dashboard

  Where to find member analytics, retention and at-risk reports, and member data lists in the Members dashboard.

• Viewing your messages in Conversations

  How to find member messages from your ClubRight dashboard and the Conversations page, with filters, search, and groups to focus on what matters.

• 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.

• Handling member data requests: deletion and data export (GDPR)

  How to handle a member's request to delete their account or export their personal data, from the app request through to completing it in club.

• Understanding the member profile

  An overview of the member profile dashboard: where to find a member's details, membership, payments, activity, and actions.

• 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.

• 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.

• 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.

• Why was a member refused entry on the welcome screen?

  Every message the welcome screen and browser check-in show when they turn a member away, what causes each one, the order the checks run in, and what to check.

• 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.

• Helping your members access and use the ClubRight Member App

  How your members download and sign in to the ClubRight Member App, what they can do in it, where they find their QR code to scan in, and how to promote it to drive adoption.

• 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.

• Member login and password troubleshooting

  Common reasons a member can't log in to the ClubRight Member App or their online member area, and how to resolve them.

• Adding and removing member bookings manually

  How to book a member into a class from the diary, take payment, add someone to a class that's full, see why an unpaid booking is under Awaiting Payment, set regulars, check in, or remove them from one session or every future session.

• Setting a member's profile picture

  How to add or change a member's profile photo, and how members can set their own.

• Changing a member's Direct Debit payment date

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

• How do I add a new member?

  How to add a new member or contact in ClubRight with New Contact, then start their membership.

• Can I move a till sale to a different member?

  Why a completed till sale, and anything it bought such as PT sessions or credit packs, can't be moved or transferred to another member, including a linked member, and how to correct it.

• Setting up your Terms, Privacy Policy, and other member area pages

  How to edit your Terms and Conditions, Privacy Policy, and other standard pages your members see in the member area.

• Adding a bolt-on to an existing member

  How to add a bolt-on to a member already on a plan, or take one off, by re-adding their membership with or without the bolt-on.

• 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.

• Why can't my member pay by card online?

  What to check when a member can't pay by card during online joining, from club setup to the card itself.

• Limiting how often a member can visit

  Cap how many times a member can check in within a set period, to help prevent membership sharing.

• A frozen member is still being charged

  What to do when a frozen member is charged in error: how to check the charge, refund it, and fix the freeze.

• 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.

• Setting up Referrals

  Reward members who refer friends and family, with rewards applied automatically when a referred member joins.

• 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.

• Why can't my member see classes in the app?

  The reasons a class might not appear in a member's app, and how to make it visible.