Results for “members area”

30 results

• 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.

• 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.

• Finding and filtering your members

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

• Working with the Payments area in ClubRight

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

• 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.

• Troubleshooting overdue members

  Why members become overdue, how to spot them in ClubRight, and how to collect the missed payment.

• Redirecting members to a custom confirmation page

  Send new members to a custom confirmation page at the end of the joining process to support tracking and marketing campaigns.

• 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.

• 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.

• Custom fields and tagging

  How to add custom registration fields, remove a compulsory question from your join form or make it optional, and use tags to group and filter your members.

• 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.

• 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.

• Selling tickets so members can book multiple spaces

  How to let members book more than one space on an activity in a single booking, using ticket purchasing.

• Setting up membership renewals

  Control when members can renew their membership, both as a club-wide default and on individual plans, and how to renew a fixed-term membership for a member.

• How do I give members guest passes to bring a friend?

  Let members bring a friend or guest to a class, give them a free guest place each month, check guests in and keep track of how many people they bring.

• 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.

• How do I change the wording of an automatic email new members get?

  Find which automatic email it is, then change its wording in the Email Template, Smart Workflow or Message Automation that sends it.

• Winning back lapsed members with Smart Workflows

  Automatically re-engage members who have stopped visiting, with a personalised sequence that prompts them to return.

• Messaging members from the diary

  How to message bookings, checked-in members, the waiting list, and previous attendees of a class or activity directly from the ClubRight diary.

• Multi-site access: letting members use more than one site

  How to set up memberships that let members enter more than one of your sites, and how multi-site access differs from bookings.

• 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.

• 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.

• Onboarding new members with Smart Workflows

  Use the Welcome Series workflow to automatically guide new members through their first two weeks with a sequence of timely emails.

• Creating your first membership plan

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

• Sharing files with members (workout plans, eBooks)

  How to share files like workout plans or eBooks with members using a third-party download link.

• 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 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.

• Setting a member's profile picture

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

• 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.