Account, Compliance & Admin
Your ClubRight account, club settings, security, compliance, and admin tools.
26 articles
- Setting up nominal codesHow to set up nominal codes in ClubRight to categorise your revenue, simplify reporting, and connect with Xero.
- Setting up your Terms, Privacy Policy, and other member area pagesHow to edit your Terms and Conditions, Privacy Policy, and other standard pages your members see in the member area.
Compliance
Terms, privacy, GDPR setup, and data protection guidance. Includes ClubRight's policies and your club's compliance obligations.
- Consent options and marketing sourcesHow to set up consent options and marketing sources to keep your marketing compliant and track where members come from.
- Finding and filtering your membersHow to search, filter, and save filtered views of your members in the Members area.
- Upgrading your ClubRight planHow to upgrade your ClubRight plan to add more features, and who to contact to arrange it.
- Cancelling your ClubRight subscriptionHow to cancel your ClubRight subscription, including the notice we need and who to contact.
- Selling, closing, moving, or expanding your clubWhat to do when you sell, close, relocate, or expand your club, including how to notify us and your payment providers.
- 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.
- Setting a member's profile pictureHow to add or change a member's profile photo, and how members can set their own.
- Setting up member groupsHow to create member groups to organise and message members together, and how to add members to a group.
- Setting up your till drawer and receipt printerHow to connect a receipt printer and cash drawer to ClubRight using the Welcome Screen and POS application.
- Custom fields and taggingHow to create custom registration fields and use tags to group and filter your members.
- Editing your club infoUpdate your club's name, contact details, branding, and policies on the Club Info page.
- Terms of Business and Privacy PolicyFind ClubRight's current Terms and Conditions and Privacy Policy, published on our website and kept up to date.
- Our Customer PromiseWhat ClubRight commits to when you contact support, including response times and how we keep you updated.
- Our Cyber Essentials certificationClubRight holds the Cyber Essentials certification. What it means and what it covers for your club's data security.
- Setting up your club account for GDPR complianceHow to set up your terms, privacy policy, and consent options in ClubRight to support your GDPR compliance obligations.
- ClubRight complaints handling policyHow ClubRight handles formal complaints, including how to raise one, our response timeframes, and the resolution process.
- Preventing access abuse and credential sharingHow to use ClubRight to detect and prevent credential sharing, login abuse, and unauthorised access at your club.
- Adding and editing notes on member and prospect profilesHow to add and edit private internal notes on a member or prospect's profile.
- Till and point of sale overviewHow to use the ClubRight till: starting a sale, taking payment, applying discounts, and completing the sale.
- Awards and accreditationHow to manage belt grading in ClubRight using Awards and Accreditation: set up belts, issue them, and track who is due to grade.
- Two-factor authentication and login timeoutsHow two-factor authentication and the login timeout work for your staff, and how to set how long staff stay logged in.
- ClubRight security and data protection: common questionsAnswers to common questions about how ClubRight secures and stores your data, including encryption, hosting, retention, and passwords.
- Parent and guardian accountsHow parents and guardians can create and manage their children's accounts, memberships, and bookings from the Member App.
- Adding a referrer to a memberHow to record who referred a member by adding a referrer to their profile.