Results for “your getting started process”

30 results

• 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.

• Migrating from Message Automation to Smart Workflows

  How to migrate your existing Message Automations to Smart Workflows in ClubRight, including the safe step-by-step process.

• 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.

• Smart Workflows: getting started with automation

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

• 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.

• Migrating to ClubRight from another platform

  How ClubRight moves your existing members, memberships, and payments across from your previous system, and what we need from you.

• 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.

• 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.

• Using Saved Replies when sending messages

  How to use your Saved Replies when messaging a member, messaging a class from the diary or in Smart Workflows. Not available in Group Messages.

• SMS setup and FAQ

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

• Push notifications and smart notifications

  What push notifications and smart notifications do in ClubRight, and when to use each one for member communications.

• Smart Workflow templates: what's available and when to use them

  A guide to every Smart Workflows template in ClubRight and when to use each one to get the best results.

• 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.

• 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.

• 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.

• 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.

• 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 to contact ClubRight support

  How to reach ClubRight support through Milo, plus email, phone and your Customer Success Advisor.

• 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.

• Freezing, unfreezing and pausing memberships

  Temporarily pause a member's membership and payments when they are unable to attend, and reinstate it when they are ready to return.

• Nurturing leads with Smart Workflows

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

• 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.

• 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.

• Selling, closing, moving, or expanding your club

  What to do when you sell, close, relocate, or expand your club, including how to notify us and your payment providers.

• 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.

• 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.

• Working with the Payments area in ClubRight

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

• 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.

• 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.