Results for “goright reports”

30 results

• A guide to the reports in the Reporting section

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

• 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.

• 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.

• 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.

• Working with the Payments area in ClubRight

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

• 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.

• 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.

• Finding and filtering your members

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

• Spotting members at risk with the Smart Retention Tool

  Set up alerts that flag members who haven't visited recently, so your team can re-engage them before they cancel.

• 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.

• Where do I see my club's revenue?

  Where to find your club's total revenue for any period, and how it differs from the payments balance on Balance & Activity.

• 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.

• Preventing access abuse and credential sharing

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

• Personalising the member app

  Customise your member app's branding, tiles, pages and settings to match your club and guide members to the right actions.

• 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.

• Setting up nominal codes

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

• Till and point of sale overview

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

• 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.

• ClubRight Pay Card explained

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

• What does the Balance & Activity screen show?

  Your balance, payments collected, and fee breakdown by provider — what Balance & Activity shows, and why Direct Debit fees don't appear here.

• 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.

• 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.

• 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.

• 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.

• 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.

• Connecting Google Analytics

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

• 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.

• 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.

• Setting up and troubleshooting the Welcome Screen

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

• 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.