Results for “member reports overview”

30 results

• Where to find attendance, revenue and member reports

  A map of where each report lives in ClubRight: the Diary, the Members dashboard, Payments, and the Reporting section.

• 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.

• A guide to the reports in the Reporting section

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

• Working with the Payments area in ClubRight

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

• 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.

• 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.

• 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.

• Understanding the member profile

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

• 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.

• Till and point of sale overview

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

• ClubRight Pay Card explained

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

• 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.

• 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.

• Welcome to the new ClubRight

  An overview of what is new in the new ClubRight, where to find familiar features, and how the navigation has changed.

• 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.

• 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.

• 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.

• 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.

• How do I create a task and assign it to someone?

  How to add a task from a member's profile or Club Overview, assign it to a staff member, and find it again.

• 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.

• Refunding a member: process and rules

  How to issue refunds in ClubRight for Direct Debit, card, and cash payments, including timings and the partial-refund limit.

• Changing a member's Direct Debit payment date

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

• Finding and filtering your members

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

• 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.

• 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.

• 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.

• 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.

• Payments overview

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

• Spotting members at risk with the Smart Retention Tool

  Set up alerts that flag members who haven't visited recently, so your team can re-engage them before they cancel.

• Where do I see which members are at risk of leaving?

  The exact path to your Red Alert, Amber Alert and Sleeping Members reports, what decides who's in each group, and what you can do about it.