Results for “how to set up the xero integration”

30 results

• 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.

• Connecting your integrations

  An overview of the third-party tools you can connect to ClubRight, what each one does, and how to set them up.

• Setting up nominal codes

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

• The Technogym integration

  How the ClubRight and Technogym integration works, what it automates, and how it is set up for your club.

• Setting up Paxton access control

  How ClubRight connects to Paxton Net2 for door and turnstile access, and how to set it up.

• Paxton Access Control Integration

  Paxton Engineer Connection Instructions

• SMS setup and FAQ

  Set up the ClubRight SMS service, manage your monthly bundles, and find answers to common questions about texting your members.

• Technogym - Training Coach App

  How to set up the Technogym Training Coach App

• Setting up live online classes with Zoom

  How to connect Zoom and run live online classes, with meeting links sent to booked members automatically.

• 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.

• 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.

• ClubRight Pay Direct Debit explained

  How ClubRight Pay Direct Debit works for your club, including what's included, pricing model, and settlement timings.

• 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.

• 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.

• Setting up resources (rooms, equipment)

  How to set up bookable rooms and resources like bikes or courts, and link them to activities and appointment types.

• 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.

• 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 your QR code and barcode scanner

  How to set up and troubleshoot the desktop QR or barcode scanner for member check-in.

• 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.

• 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 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.

• Paxton Questions and Answers

  Q & A for Paxton Engineers

• How access control works with ClubRight

  How ClubRight controls door and turnstile entry, the hardware it supports, and what you need to run it.

• 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 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.

• 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.

• Payment methods compared: Direct Debit, Card, Cash, and Standing Order

  How Direct Debit, Card, Cash, and Standing Order compare in ClubRight, and which to choose for your club.

• Smart Workflows: getting started with automation

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

• Setting up and troubleshooting the Welcome Screen

  What the Welcome Screen is, how to install it, fix common problems, and reinstall it if needed.

• Consent options and marketing sources

  How to set up consent options and marketing sources to keep your marketing compliant and track where members come from.