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ClubRight Onboarding Checklist
ClubRight Onboarding Checklist
Updated over a week ago

The onboarding checklist consists of:

  • Setting up your club info area.

  • Setting up staff members.

  • Setting up your ParQ report.

  • Setting up your activities.

  • Setting up your Memberships.

  • Setting up your products.

  • Setting up payment methods.

  • Adding classes to your diary.

If you are not using any of the above for example you do not have classes, then you do not need to set up the activities or the diary etc. However, there may be templates set up therefore you can delete these.

Club Info

Settings > Club Info

Club Info Tab - Fill out your Club information including the address, manager name, telephone etc.

Terms and conditions / privacy policy - if these are on your website you will enter the URL under the club info tab, if not go to the member's area tab, scroll down and click the link below the terms and conditions. you can then add these in.

Diary/bookings - Fill out your diary hours (24-hour clock, this is for admin side only) Enter in booking availability and booking cancellation time for members.

Opening times Tab - You can go to the club access tab, and add your opening times.


Settings > Staff

Now click setup, new staff member, and enter the staff name and email.

Once on the profile, you can change the staff level in the top right if needed.


Settings > ParQ

Now enter your health questionnaire questions.


Settings > Activities

Membership plans

Settings > Membership plans


Settings > Products

You can then setup physical stock such as a water bottle. Or credits to allow bookings.


Hover over the icons on the left-hand side > then click diary.

Enter the activities at the correct booking times.

Payment methods

Settings > integrations.

Card payments - Setup stripe.

Direct Debits - ClubRightpay. Please over your emails to validate ClubRight pay. If you are using gocardless you can turn this on here.

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