Results for “consent options”

30 results

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Email marketing agreement

  What the Marketing Email Agreement is, when you need to accept it, and how to do so when prompted in ClubRight.

• 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.

• Connecting Google Analytics

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

• Nurturing leads with Smart Workflows

  Use the Prospect Nurture workflow to automatically follow up with new prospects and encourage them to join your gym.

• 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.

• Using Mailchimp for email marketing

  How to connect Mailchimp to ClubRight and push a group of members into a Mailchimp list for email campaigns.

• Sending a message to an individual

  How to send a one-to-one message to a member from Contacts, including channel options, scheduling, and finding replies.

• Till and point of sale overview

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

• 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.

• Celebrating member milestones with Smart Workflows

  Automatically recognise key member moments, using birthdays as an example, with guidance on setting up your own milestone workflows.

• Chasing overdue payments with Smart Workflows

  Use the Payment Chaser workflow to automatically send escalating reminders when a member's payment is missed or late.

• 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.

• Winning back lapsed members with Smart Workflows

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

• 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.

• Creating your first membership plan

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

• 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.

• 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.

• 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.

• 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.

• Sharing files with members (workout plans, eBooks)

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

• 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 your memberships show on your website

  Control how your membership plans appear on your website, from pricing to the "Most popular" badge.

• Limiting how often a member can visit

  Cap how many times a member can check in within a set period, to help prevent membership sharing.