Results for “how to assign a membership card to a member”

30 results

• Assigning a membership card or key tag to a member

  How to add a membership card or key tag to a member's profile, by typing the number or scanning it.

• Understanding the member profile

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

• ClubRight Pay Card explained

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

• What happens when a member charges back a card payment?

  What a chargeback (card dispute) means for your club with ClubRight Pay Card: how you're told, how the payment shows in ClubRight, how to dispute it, the fee, and what to do with the membership.

• Manually adding a membership in club

  How to add a membership plan to a member's profile in club, step by step — from choosing a plan to taking payment.

• 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.

• 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.

• 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 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.

• What time are card membership payments taken?

  When a member's saved card is charged for their membership, what is charged, and what happens if it fails.

• 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.

• 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.

• Restrictions and eligibility on membership plans

  How to set age restrictions and membership eligibility on a plan, so only the right members can purchase it.

• 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.

• Why was a member refused entry on the welcome screen?

  Every message the welcome screen and browser check-in show when they turn a member away, what causes each one, the order the checks run in, and what to check.

• 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.

• 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.

• Till and point of sale overview

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

• 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.

• 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.

• Troubleshooting overdue members

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

• Creating your first membership plan

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

• Smart Workflows: getting started with automation

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

• A guide to the reports in the Reporting section

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

• 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.

• What can be edited on a live membership plan

  A quick reference guide to which membership plan settings can be changed after a plan has been assigned to a member.

• 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.

• Sending renewal reminders with Smart Workflows

  Automatically remind members before their membership expires and follow up afterwards to encourage them to renew.

• How do I sell a membership now that starts on a later date?

  Pre-sell a membership, such as a founder membership, so members buy it today online or in club and it starts on a later date.

• How access control works with ClubRight

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