Results for “bolt on report”

30 results

• 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.

• 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.

• 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.

• 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.

• A guide to the reports in the Reporting section

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

• 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.

• 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.

• 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.

• Setting up and customising your ClubRight dashboards

  How to add and customise dashboards in ClubRight, including templates, the blank canvas, and switching between multiple views.

• Sending a group or bulk message

  How to send a message to all your members or a filtered group, including channel options, marketing emails, seeing who a group message went to, and finding replies.

• 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.

• Prospect and lead reports in the Prospects dashboard

  Where to find prospect, hot lead, marketing source and non-member customer reports in the Prospects dashboard.

• 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.

• Understanding the member profile

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

• Tracking class attendance

  How to see who attended, who missed their booking, and your show-up rate by activity.

• 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.

• Working with the Payments area in ClubRight

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

• ClubRight Pay Card payout timings

  How payouts work with ClubRight Pay Card, including timings, configuring frequency, seeing which card payments make up a payout, and the refund balance constraint.

• What does the Revenue Forecast show?

  What Already Paid means in the Revenue Forecast, what's included, and why it differs from Revenue Summary and your bank.

• Preventing access abuse and credential sharing

  How to use ClubRight to detect and prevent credential sharing, login abuse, and unauthorised access at your club.

• 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.

• Multi-site bookings: booking classes across your sites

  How to let members book classes and activities across more than one of your sites, using group memberships or 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.

• Why can't my member book a class?

  The common reasons a member can't book a class, how to fix each one, and how to let members book busy classes before pay-as-you-go customers.

• Welcome to the new ClubRight

  An overview of what is new in the new ClubRight, where to find familiar features, and how the navigation has changed.

• Getting started with the new ClubRight: video guides

  Short video guides to help you find your feet in the new ClubRight, covering the areas you are most likely to need.

• Setting up promo codes for membership plans

  Create membership plans that are only visible when a valid promo code is entered, ideal for exclusive or time-limited offers.

• Setting up nominal codes

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

• Connecting Google Analytics

  How to connect Google Analytics to ClubRight to track how members use your online portal, sign-ups, and marketing.

• Finding and filtering your members

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