Results for “how to set up the sales funnel with complete”

30 results

• Setting up and using the Sales Funnel

  Track prospects from first enquiry to signed-up member, and automate follow-ups as they move through your funnel stages.

• Enquiry page on your website

  Capture website visitors' interest with an enquiry form that creates dashboard tasks and feeds prospects into your Sales Funnel.

• Prospect and lead reports in the Prospects dashboard

  Where to find prospect, hot lead, marketing source and non-member customer reports in the Prospects dashboard.

• 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.

• Smart Workflows: getting started with automation

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

• Finding and filtering your members

  How to search, filter, and save filtered views of your members in the Members area.

• 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 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.

• Connecting ClubRight to ChatGPT, Claude and other AI tools

  How to connect your own AI tool to ClubRight, what it can and can't do, and how to keep your members' data safe.

• 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.

• Getting your club set up: your first week with ClubRight

  A step-by-step path through everything you need to set up in your first week, from club info to taking your first payment.

• 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.

• 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.

• Setting up appointment bookings (PT sessions and 1:1s)

  How to set up bookable appointment types for PT, inductions, and other one-to-one sessions.

• Till and point of sale overview

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

• 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.

• 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.

• 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.

• 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.

• A guide to the reports in the Reporting section

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

• Taking a payment with the ClubRight Pay Card terminal

  How to process in-person card payments through your ClubRight Pay Card terminal directly from the ClubRight till.

• Setting up and using credits

  How to set up credit packs for activity access, how members use credits, and how to remove or refund credits.

• Setting up ClubRight Pay Card

  How to set up ClubRight Pay Card from your ClubRight account, including business type, agreement, bank details, and sales info.

• Setting up nominal codes

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

• 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.

• Setting up ClubRight Pay Direct Debit

  How to set up ClubRight Pay Direct Debit, from initial application through verification to taking your first collection.

• 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, and set their working hours.

• How do I get an email when a new member joins?

  Turn on the new joiner email alert, and the matching alert for new prospects, in your Member Area settings.

• Setting up your ClubRight Website

  What the ClubRight Website is, why it is built for conversions, and how to set it up and go live.

• Creating your first membership plan

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