Results for “member initiated cancellation freeze requests”

30 results

• 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 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.

• 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.

• Smart Workflows: getting started with automation

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

• 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.

• 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 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.

• Investigating billing disputes and payment errors

  How to investigate a billing dispute or payment error in ClubRight, starting with the member's record.

• 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.

• 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.

• Smart Workflow templates: what's available and when to use them

  A guide to every Smart Workflows template in ClubRight and when to use each one to get the best results.

• ClubRight Pay Card explained

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

• 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.

• Configuring your messaging settings

  How to configure incoming notifications, send windows, message review, automatic messages, and signatures in your Messaging Settings.

• 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, set their working hours, and what to do if a staff member hasn't received the email to verify or confirm their account.

• Responding to messages in Conversations

  How to read and reply to member messages in your ClubRight Conversations, choose a reply channel, and manage the thread state.

• 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 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.

• 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.

• 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.

• Can I merge two member profiles?

  Member profiles can't be merged, so here's how to tidy up a duplicate: which profile to keep, what to cancel and how to delete the other one.

• Payments overview

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

• 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.

• A guide to the reports in the Reporting section

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

• Setting up your club account for GDPR compliance

  How to set up your terms, privacy policy, and consent options in ClubRight to support your GDPR compliance obligations.

• 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.

• Direct Debit indemnity claims

  What Direct Debit indemnity claims are, how to challenge them, and what to do when a payer raises a claim against your club.

• Pro-rata charges explained

  Understand what a pro-rata charge is, how ClubRight calculates it, and how to turn it on or off for a membership plan.

• ClubRight security and data protection: common questions

  Answers to common questions about how ClubRight secures and stores your data, including encryption, hosting, retention, and passwords.