# Club Right Help Center > Hey, How can we help? ## Getting Started - [Getting started with the new ClubRight: video guides](http://help.clubright.co.uk/en/articles/15531089-getting-started-with-the-new-clubright-video-guides.md): Short video guides to help you find your feet in the new ClubRight, covering the areas you are most likely to need. - [Welcome to the new ClubRight](http://help.clubright.co.uk/en/articles/15502014-welcome-to-the-new-clubright.md): An overview of what is new in the new ClubRight, where to find familiar features, and how the navigation has changed. - [Getting your club set up: your first week with ClubRight](http://help.clubright.co.uk/en/articles/15517500-getting-your-club-set-up-your-first-week-with-clubright.md): 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 to ClubRight from another platform](http://help.clubright.co.uk/en/articles/15517954-migrating-to-clubright-from-another-platform.md): How ClubRight moves your existing members, memberships, and payments across from your previous system, and what we need from you. - [How to contact ClubRight support](http://help.clubright.co.uk/en/articles/1688964-how-to-contact-clubright-support.md): The ways to contact ClubRight, from your Customer Success Advisor to the support team and our phone line. ## Memberships, Plans & Pricing - [Creating your first membership plan](http://help.clubright.co.uk/en/articles/15460686-creating-your-first-membership-plan.md): A step-by-step guide to setting up a membership plan in ClubRight using the new plan wizard. - [Membership plan types: which plan type is right for your gym](http://help.clubright.co.uk/en/articles/15480017-membership-plan-types-which-plan-type-is-right-for-your-gym.md): An overview of every membership plan type in ClubRight, from rolling monthly to day passes, to help you choose the right setup. - [Organising plans with membership plan categories](http://help.clubright.co.uk/en/articles/9992598-organising-plans-with-membership-plan-categories.md): Group your membership plans into categories so members can find the right plan when joining or renewing. - [Adding a bolt-on to an existing member](http://help.clubright.co.uk/en/articles/6299664-adding-a-bolt-on-to-an-existing-member.md): A workaround for adding a bolt-on to a member already on a plan, by re-adding their membership with the bolt-on included. - [What can be edited on a live membership plan](http://help.clubright.co.uk/en/articles/15460765-what-can-be-edited-on-a-live-membership-plan.md): A quick reference guide to which membership plan settings can be changed after a plan has been assigned to a member. - [Manually adding a membership in club](http://help.clubright.co.uk/en/articles/15517823-manually-adding-a-membership-in-club.md): How to add a membership plan to a member's profile in club, step by step — from choosing a plan to taking payment. - [Changing or upgrading a member's plan](http://help.clubright.co.uk/en/articles/15480766-changing-or-upgrading-a-member-s-plan.md): Move a member from one membership plan to another \(for upgrades, downgrades, or plan switches\) without cancelling their membership. - [Restrictions and eligibility on membership plans](http://help.clubright.co.uk/en/articles/15517958-restrictions-and-eligibility-on-membership-plans.md): How to set age restrictions and membership eligibility on a plan, so only the right members can purchase it. - [How to bulk extend your membership plans](http://help.clubright.co.uk/en/articles/15504748-how-to-bulk-extend-your-membership-plans.md): Extend the end date of multiple membership plans at once using Bulk Payment Actions — and what to check before you do. - [Branded QR codes for membership plans](http://help.clubright.co.uk/en/articles/15503299-branded-qr-codes-for-membership-plans.md): How to find each plan's QR code, embed your club logo, and use them to promote specific membership plans to prospects. - [Changing membership prices in bulk](http://help.clubright.co.uk/en/articles/4867826-changing-membership-prices-in-bulk.md): How to update the price for many members on a plan at once using Bulk Payment Actions, and what to check before you do. - [Cancelling a membership: process and what to expect](http://help.clubright.co.uk/en/articles/15480762-cancelling-a-membership-process-and-what-to-expect.md): How to cancel a member's membership in ClubRight, immediately or on a future date, and what happens when you do. - [Freezing, unfreezing and pausing memberships](http://help.clubright.co.uk/en/articles/15480758-freezing-unfreezing-and-pausing-memberships.md): Temporarily pause a member's membership and payments when they are unable to attend, and reinstate it when they are ready to return. - [Setting up membership renewals](http://help.clubright.co.uk/en/articles/15480279-setting-up-membership-renewals.md): Control when members can renew their membership, both as a club-wide default and on individual plans. - [ePoints loyalty rewards](http://help.clubright.co.uk/en/articles/15530630-epoints-loyalty-rewards.md): Reward, gift and incentivise members with ePoints loyalty credit they can spend on your products. - [Setting up and using credits](http://help.clubright.co.uk/en/articles/15530713-setting-up-and-using-credits.md): How to set up credit packs for activity access, how members use credits, and how to remove or refund credits. - [Pro-rata charges explained](http://help.clubright.co.uk/en/articles/15480584-pro-rata-charges-explained.md): Understand what a pro-rata charge is, how ClubRight calculates it, and how to turn it on or off for a membership plan. - [Setting up promo codes for membership plans](http://help.clubright.co.uk/en/articles/3209915-setting-up-promo-codes-for-membership-plans.md): Create membership plans that are only visible when a valid promo code is entered, ideal for exclusive or time-limited offers. - [Creating and setting up products](http://help.clubright.co.uk/en/articles/15530210-creating-and-setting-up-products.md): How to create products and set up pricing, stock, availability, promo codes, bolt-ons and groups for your shop and till. ## Access Control - [Paxton Access Control Integration](http://help.clubright.co.uk/en/articles/5946397-paxton-access-control-integration.md): Paxton Engineer Connection Instructions - [Paxton Questions and Answers](http://help.clubright.co.uk/en/articles/7024260-paxton-questions-and-answers.md): Q & A for Paxton Engineers ## Payments & Billing - [Payments overview](http://help.clubright.co.uk/en/articles/5560304-payments-overview.md): The different payment methods you can use in ClubRight, including cash, card, Direct Debit, standing order, and PDQ. - [Working with the Payments area in ClubRight](http://help.clubright.co.uk/en/articles/15503071-working-with-the-payments-area-in-clubright.md): What's in ClubRight's Payments area: collections, transactions, debtors, reports, providers, and bulk tools. - [Payment methods compared: Direct Debit, Card, Cash, and Standing Order](http://help.clubright.co.uk/en/articles/15506917-payment-methods-compared-direct-debit-card-cash-and-standing-order.md): How Direct Debit, Card, Cash, and Standing Order compare in ClubRight, and which to choose for your club. - [A member has been charged twice](http://help.clubright.co.uk/en/articles/15507086-a-member-has-been-charged-twice.md): How to spot, investigate, and refund a duplicate charge in ClubRight, including the Finance Health categories that surface them. - [A frozen member is still being charged](http://help.clubright.co.uk/en/articles/15507092-a-frozen-member-is-still-being-charged.md): What to do when a frozen member is charged in error, including how to find them in Finance Health, refund the charge, and fix the freeze. - [Investigating billing disputes and payment errors](http://help.clubright.co.uk/en/articles/15507097-investigating-billing-disputes-and-payment-errors.md): How to investigate a billing dispute or payment error in ClubRight, starting with Finance Health and working through the member's record. - [Payment due vs payment overdue](http://help.clubright.co.uk/en/articles/15507099-payment-due-vs-payment-overdue.md): What the Due and Overdue states mean in ClubRight, the difference between them, and what action to take in each case. - [What to do when a member can't pay](http://help.clubright.co.uk/en/articles/15507103-what-to-do-when-a-member-can-t-pay.md): How to help a member who tells you they cannot pay, with the options to freeze, retry, take payment later, or cancel. - [ClubRight Pay Card explained](http://help.clubright.co.uk/en/articles/10456262-clubright-pay-card-explained.md): How ClubRight Pay Card works, including supported payment methods, the integrated terminal, costs, and security. - [ClubRight Pay Card payout timings](http://help.clubright.co.uk/en/articles/10364894-clubright-pay-card-payout-timings.md): How payouts work with ClubRight Pay Card, including timings, configuring frequency, and the refund balance constraint. - [ClubRight Pay Card Terminal \(PDQ\)](http://help.clubright.co.uk/en/articles/13004559-clubright-pay-card-terminal-pdq.md): About the ClubRight Pay Card terminal, including costs, delivery, ordering, and the support that comes with it. - [Setting up your ClubRight Pay Card terminal](http://help.clubright.co.uk/en/articles/13004598-setting-up-your-clubright-pay-card-terminal.md): How to power on and connect your new ClubRight Pay Card terminal to WiFi when it arrives. - [Taking a payment with the ClubRight Pay Card terminal](http://help.clubright.co.uk/en/articles/13004609-taking-a-payment-with-the-clubright-pay-card-terminal.md): How to process in-person card payments through your ClubRight Pay Card terminal directly from the ClubRight till. - [Refunding a member: process and rules](http://help.clubright.co.uk/en/articles/2631395-refunding-a-member-process-and-rules.md): How to issue refunds in ClubRight for Direct Debit, card, and cash payments, including timings and the partial-refund limit. - [Setting up ClubRight Pay Card](http://help.clubright.co.uk/en/articles/10450487-setting-up-clubright-pay-card.md): How to set up ClubRight Pay Card from your ClubRight account, including business type, agreement, bank details, and sales info. - [Using GoCardless in ClubRight](http://help.clubright.co.uk/en/articles/3702229-using-gocardless-in-clubright.md): How GoCardless works in ClubRight for existing customers, including payouts, mandates, notifications, and missed payments. - [Migrating from Stripe to ClubRight Pay Card](http://help.clubright.co.uk/en/articles/10628451-migrating-from-stripe-to-clubright-pay-card.md): How to bulk migrate stored Stripe card details to ClubRight Pay Card, including the steps to take with Stripe and UNIPaaS. - [Using Stripe in ClubRight](http://help.clubright.co.uk/en/articles/1688970-using-stripe-in-clubright.md): How Stripe works in ClubRight for existing customers, including payouts, supported countries, refunds, and migration. - [Why has a member's Direct Debit failed?](http://help.clubright.co.uk/en/articles/10040895-why-has-a-member-s-direct-debit-failed.md): Common reasons a member's Direct Debit can fail, how to identify which one has occurred, and what to do to recover the payment. - [Why can't my member pay by card online?](http://help.clubright.co.uk/en/articles/2619621-why-can-t-my-member-pay-by-card-online.md): What to check when a member can't pay by card during online joining, from club setup to the card itself. - [Troubleshooting overdue members](http://help.clubright.co.uk/en/articles/8078300-troubleshooting-overdue-members.md): Why members become overdue, how to spot them in ClubRight, and how to collect the missed payment. - [Changing your business bank account](http://help.clubright.co.uk/en/articles/11204737-changing-your-business-bank-account.md): How to update the bank account ClubRight pays your member income into, and the one your software licence is collected from. - [ClubRight Cash Advance FAQ](http://help.clubright.co.uk/en/articles/12541157-clubright-cash-advance-faq.md): What ClubRight Cash Advance is, how repayment works, who's eligible, and how to apply through YouLend. - [Changing a member's Direct Debit payment date](http://help.clubright.co.uk/en/articles/4488567-changing-a-member-s-direct-debit-payment-date.md): How to change the Direct Debit collection date for a ClubRight Pay or GoCardless member. - [Direct Debit timings explained](http://help.clubright.co.uk/en/articles/13389273-direct-debit-timings-explained.md): Key timescales for Direct Debit payments in ClubRight, including new mandate setup, collection cycle, and when to freeze or cancel. - [Direct Debit indemnity claims](http://help.clubright.co.uk/en/articles/7891482-direct-debit-indemnity-claims.md): What Direct Debit indemnity claims are, how to challenge them, and what to do when a payer raises a claim against your club. - [Bulk transferring your Direct Debits to ClubRight Pay](http://help.clubright.co.uk/en/articles/5598425-bulk-transferring-your-direct-debits-to-clubright-pay.md): How ClubRight transfers your existing Direct Debit members from another provider to ClubRight Pay, including timelines and what to expect. - [ClubRight Pay Direct Debit explained](http://help.clubright.co.uk/en/articles/7891172-clubright-pay-direct-debit-explained.md): How ClubRight Pay Direct Debit works for your club, including what's included, pricing model, and settlement timings. - [Setting up ClubRight Pay Direct Debit](http://help.clubright.co.uk/en/articles/7891087-setting-up-clubright-pay-direct-debit.md): How to set up ClubRight Pay Direct Debit, from initial application through verification to taking your first collection. ## Bookings, Classes & Activities - [Setting up appointment bookings \(PT sessions and 1:1s\)](http://help.clubright.co.uk/en/articles/15507311-setting-up-appointment-bookings-pt-sessions-and-1-1s.md): How to set up bookable appointment types for PT, inductions, and other one-to-one sessions. - [Why can't my member book a class?](http://help.clubright.co.uk/en/articles/15507373-why-can-t-my-member-book-a-class.md): The common reasons a member can't book a class and how to fix each one. - [Creating a booking in the diary](http://help.clubright.co.uk/en/articles/15507395-creating-a-booking-in-the-diary.md): How to schedule a class or one-off session into your diary using the Schedule Class wizard. - [Managing waiting lists and class capacity](http://help.clubright.co.uk/en/articles/15507420-managing-waiting-lists-and-class-capacity.md): How to set class capacity and turn waiting lists on or off so full classes are handled the way you want. - [Why can't my member see classes in the app?](http://help.clubright.co.uk/en/articles/15507470-why-can-t-my-member-see-classes-in-the-app.md): The reasons a class might not appear in a member's app, and how to make it visible. - [Setting up resources \(rooms, equipment\)](http://help.clubright.co.uk/en/articles/15507512-setting-up-resources-rooms-equipment.md): How to set up bookable rooms and resources like bikes or courts, and link them to activities. - [Giving a member a free session](http://help.clubright.co.uk/en/articles/15507514-giving-a-member-a-free-session.md): How to give a member or prospect a free class by booking them in with a complimentary pass. - [Tracking class attendance](http://help.clubright.co.uk/en/articles/15507516-tracking-class-attendance.md): How to see who attended, who missed their booking, and your show-up rate by activity. - [Blocking and unblocking users](http://help.clubright.co.uk/en/articles/15507518-blocking-and-unblocking-users.md): How to block someone by email from accessing your club, and how to unblock them. - [Booking bans: blocking members from bookings](http://help.clubright.co.uk/en/articles/15507521-booking-bans-blocking-members-from-bookings.md): How to stop a member booking, either until a set date or from specific activities. - [Adding and removing member bookings manually](http://help.clubright.co.uk/en/articles/15507525-adding-and-removing-member-bookings-manually.md): How to book a member into a class from the diary, take payment, set regulars, check in, or remove them. - [Setting up on-demand video activities](http://help.clubright.co.uk/en/articles/15552231-setting-up-on-demand-video-activities.md): How to create on-demand video activities, add video content, and control who can access them in the members' video library. - [Setting up live online classes with Zoom](http://help.clubright.co.uk/en/articles/15552328-setting-up-live-online-classes-with-zoom.md): How to connect Zoom and run live online classes, with meeting links sent to booked members automatically. - [Setting up classes, activities and the diary](http://help.clubright.co.uk/en/articles/15507207-setting-up-classes-activities-and-the-diary.md): How to set up your diary, booking rules, and bookable activities so members can book classes and sessions. - [Selling tickets so members can book multiple spaces](http://help.clubright.co.uk/en/articles/4453329-selling-tickets-so-members-can-book-multiple-spaces.md): How to let members book more than one space on an activity in a single booking, using ticket purchasing. ## Access Control - [Setting up and troubleshooting the Welcome Screen](http://help.clubright.co.uk/en/articles/15532599-setting-up-and-troubleshooting-the-welcome-screen.md): What the Welcome Screen is, how to install it, fix common problems, and reinstall it if needed. - [Setting up your QR code and barcode scanner](http://help.clubright.co.uk/en/articles/15532738-setting-up-your-qr-code-and-barcode-scanner.md): How to set up and troubleshoot the desktop QR or barcode scanner for member check-in. - [Setting up Paxton access control](http://help.clubright.co.uk/en/articles/15532887-setting-up-paxton-access-control.md): How ClubRight connects to Paxton Net2 for door and turnstile access, and how to set it up. - [Troubleshooting member access: club, classes and app](http://help.clubright.co.uk/en/articles/15532956-troubleshooting-member-access-club-classes-and-app.md): A quick guide to the most common reasons a member can't get into the club, book a class, or log in. - [How access control works with ClubRight](http://help.clubright.co.uk/en/articles/15533407-how-access-control-works-with-clubright.md): How ClubRight controls door and turnstile entry, the hardware it supports, and what you need to run it. - [Setting up Nortech access control](http://help.clubright.co.uk/en/articles/15533413-setting-up-nortech-access-control.md): What you need and how to connect Nortech access control to ClubRight through the Welcome Screen. - [Choosing an access control supplier](http://help.clubright.co.uk/en/articles/15545065-choosing-an-access-control-supplier.md): ClubRight's recommended access control installers, and why to use one for your door or turnstile setup. - [Assigning a membership card or key tag to a member](http://help.clubright.co.uk/en/articles/15545113-assigning-a-membership-card-or-key-tag-to-a-member.md): How to add a membership card or key tag to a member's profile, by typing the number or scanning it. - [Using Browser Check-In](http://help.clubright.co.uk/en/articles/15545167-using-browser-check-in.md): Let members check in with a PIN on any tablet or computer, with no extra hardware needed. - [Limiting how often a member can visit](http://help.clubright.co.uk/en/articles/15545224-limiting-how-often-a-member-can-visit.md): Cap how many times a member can check in within a set period, to help prevent membership sharing. - [Letting the helpdesk connect to your PC with TeamViewer](http://help.clubright.co.uk/en/articles/15545242-letting-the-helpdesk-connect-to-your-pc-with-teamviewer.md): How the ClubRight helpdesk uses TeamViewer to remotely diagnose Welcome Screen, scanner, and access control issues. - [ClubRight Hardware Catalogue](http://help.clubright.co.uk/en/articles/5235311-clubright-hardware-catalogue.md): The hardware that works with ClubRight, what each item does, and what you need to run it. - [Access Control Recommended Suppliers SLA](http://help.clubright.co.uk/en/articles/11653157-access-control-recommended-suppliers-sla.md): What to expect from a ClubRight recommended access control supplier. ## Member Experience - [Setting up your Health Questionnaire \(ParQ\)](http://help.clubright.co.uk/en/articles/2948527-setting-up-your-health-questionnaire-parq.md): How to set up your ParQ \(Health Questionnaire\) so members complete it when joining and high-risk responses are flagged to staff. - [Personalising the member app](http://help.clubright.co.uk/en/articles/15461679-personalising-the-member-app.md): Customise your member app's branding, tiles, pages and settings to match your club and guide members to the right actions. - [Helping your members access and use the ClubRight Member App](http://help.clubright.co.uk/en/articles/2805873-helping-your-members-access-and-use-the-clubright-member-app.md): How your members download and sign in to the ClubRight Member App, what they can do in it, and how to promote it to drive adoption. - [Member login and password troubleshooting](http://help.clubright.co.uk/en/articles/3666718-member-login-and-password-troubleshooting.md): Common reasons a member can't log in to the ClubRight Member App or their online member area, and how to resolve them. - [Forgotten password](http://help.clubright.co.uk/en/articles/2210691-forgotten-password.md): How a member resets a forgotten password from your club's login page, step by step. - [Online joining process](http://help.clubright.co.uk/en/articles/2419250-online-joining-process.md): Walk-through of how a prospect joins your club online, what they see at each step, and how to share your joining link. - [Redirecting members to a custom confirmation page](http://help.clubright.co.uk/en/articles/11931242-redirecting-members-to-a-custom-confirmation-page.md): Send new members to a custom confirmation page at the end of the joining process to support tracking and marketing campaigns. - [Enquiry page on your website](http://help.clubright.co.uk/en/articles/6383721-enquiry-page-on-your-website.md): Capture website visitors' interest with an enquiry form that creates dashboard tasks and feeds prospects into your Sales Funnel. - [Switching between clubs in the app](http://help.clubright.co.uk/en/articles/3807769-switching-between-clubs-in-the-app.md): How members who belong to more than one ClubRight club can switch between them in the app. - [Understanding the member profile](http://help.clubright.co.uk/en/articles/8165988-understanding-the-member-profile.md): An overview of the member profile dashboard: where to find a member's details, membership, payments, activity, and actions. ## Website - [Setting up your ClubRight Website](http://help.clubright.co.uk/en/articles/15545513-setting-up-your-clubright-website.md): What the ClubRight Website is, why it is built for conversions, and how to set it up and go live. - [How your memberships show on your website](http://help.clubright.co.uk/en/articles/15545885-how-your-memberships-show-on-your-website.md): Control how your membership plans appear on your website, from pricing to the "Most popular" badge. - [Website troubleshooting: common questions](http://help.clubright.co.uk/en/articles/15545904-website-troubleshooting-common-questions.md): Quick fixes for common website questions: missing sections, wrong hours or prices, and changes not showing. - [Adding an About Us section](http://help.clubright.co.uk/en/articles/15545619-adding-an-about-us-section.md): Tell visitors who you are and why to choose your club with a short About section and image. - [Setting up FAQs](http://help.clubright.co.uk/en/articles/15545601-setting-up-faqs.md): Add questions and answers to your website, and why a good FAQ section helps your club get found. - [Setting your contact details and opening hours](http://help.clubright.co.uk/en/articles/15545887-setting-your-contact-details-and-opening-hours.md): Set your website's contact details and opening hours, and fix hours that look wrong. - [Choosing which sections show on your homepage](http://help.clubright.co.uk/en/articles/15545896-choosing-which-sections-show-on-your-homepage.md): Choose which sections show on your homepage, change their headings, and fix a missing section. - [Updating your menu items](http://help.clubright.co.uk/en/articles/15545641-updating-your-menu-items.md): Change your site's menu links and top bar button, or leave them on their sensible defaults. - [Adding social links and legal pages](http://help.clubright.co.uk/en/articles/15545895-adding-social-links-and-legal-pages.md): Add your social media links and choose which privacy policy and terms pages your website uses. - [Setting up your promotional banner](http://help.clubright.co.uk/en/articles/15545610-setting-up-your-promotional-banner.md): Promote a deal with a timed banner on your website, and send visitors straight to the offer. - [Connecting your domain: provider-by-provider DNS guides](http://help.clubright.co.uk/en/articles/15545774-connecting-your-domain-provider-by-provider-dns-guides.md): Step-by-step DNS setup for connecting your domain on GoDaddy, Namecheap, Cloudflare, and others. - [Driving local traffic: SEO basics for clubs](http://help.clubright.co.uk/en/articles/15545658-driving-local-traffic-seo-basics-for-clubs.md): How your ClubRight Website helps you rank in local and AI search, and simple steps to help your club get found. - [Displaying Google Reviews](http://help.clubright.co.uk/en/articles/15545617-displaying-google-reviews.md): Connect your Google Business listing to show your star rating and reviews on your website. - [Tracking Website performance with visitor analytics](http://help.clubright.co.uk/en/articles/15545615-tracking-website-performance-with-visitor-analytics.md): See how your website converts visitors into members and bookings, and connect GA4 or Meta Pixel. - [Troubleshooting your custom domain](http://help.clubright.co.uk/en/articles/15545573-troubleshooting-your-custom-domain.md): What to check when your custom domain is not connecting or your ClubRight Website is not going live. - [Connecting your custom domain](http://help.clubright.co.uk/en/articles/15545566-connecting-your-custom-domain.md): How to connect your own domain to your ClubRight Website and set it live, step by step. - [Customising your call-to-action buttons](http://help.clubright.co.uk/en/articles/15545562-customising-your-call-to-action-buttons.md): Set what your website's main buttons do, from joining to booking, to turn visitors into members. ## Communications - [Migrating from Message Automation to Smart Workflows](http://help.clubright.co.uk/en/articles/15495141-migrating-from-message-automation-to-smart-workflows.md): How to migrate your existing Message Automations to Smart Workflows in ClubRight, including the safe step-by-step process. - [Creating and managing Saved Replies](http://help.clubright.co.uk/en/articles/15495178-creating-and-managing-saved-replies.md): How to create and manage Saved Replies in ClubRight, your reusable messages for the situations you need to communicate about often. - [Using Saved Replies when sending messages](http://help.clubright.co.uk/en/articles/15495179-using-saved-replies-when-sending-messages.md): How to use your Saved Replies when messaging members in ClubRight, including in Smart Workflows, broadcasts, and bulk sends. - [Sending messages to the Welcome Screen at check-in](http://help.clubright.co.uk/en/articles/15495385-sending-messages-to-the-welcome-screen-at-check-in.md): What the Welcome Screen channel does in ClubRight, and how to use it to share messages with members as they check in. - [Customising your email layout template](http://help.clubright.co.uk/en/articles/15501483-customising-your-email-layout-template.md): How to edit your Layout Template in ClubRight, the master wrapper that controls branding for every automated email you send. - [Configuring your messaging settings](http://help.clubright.co.uk/en/articles/15501621-configuring-your-messaging-settings.md): How to configure incoming notifications, send windows, message review, automatic messages, and signatures in your Messaging Settings. - [Viewing your messages in Conversations](http://help.clubright.co.uk/en/articles/15501692-viewing-your-messages-in-conversations.md): How to find member messages from your ClubRight dashboard and the Conversations page, with filters, search, and groups to focus on what matters. - [Responding to messages in Conversations](http://help.clubright.co.uk/en/articles/15501756-responding-to-messages-in-conversations.md): How to read and reply to member messages in your ClubRight Conversations, choose a reply channel, and manage the thread state. - [Smart Workflows: getting started with automation](http://help.clubright.co.uk/en/articles/15451047-smart-workflows-getting-started-with-automation.md): Set up automated member communications in ClubRight using Smart Workflows, from templates to live, running workflows. - [Sending a group or bulk message](http://help.clubright.co.uk/en/articles/1941751-sending-a-group-or-bulk-message.md): How to send a message to all your members or a filtered group, including channel options, marketing emails, and finding replies. - [Sending a message to an individual](http://help.clubright.co.uk/en/articles/1950014-sending-a-message-to-an-individual.md): How to send a one-to-one message to a member from Contacts, including channel options, scheduling, and finding replies. - [Push notifications and smart notifications](http://help.clubright.co.uk/en/articles/5526852-push-notifications-and-smart-notifications.md): What push notifications and smart notifications do in ClubRight, and when to use each one for member communications. - [SMS setup and FAQ](http://help.clubright.co.uk/en/articles/1688959-sms-setup-and-faq.md): Set up the ClubRight SMS service, manage your monthly bundles, and find answers to common questions about texting your members. - [Email marketing agreement](http://help.clubright.co.uk/en/articles/12832029-email-marketing-agreement.md): What the Marketing Email Agreement is, when you need to accept it, and how to do so when prompted in ClubRight. - [Setting up booking notification emails for staff](http://help.clubright.co.uk/en/articles/4884897-setting-up-booking-notification-emails-for-staff.md): How to set up your staff to automatically receive an email when a member books into a class or activity they're assigned to. - [Customising email templates: overview](http://help.clubright.co.uk/en/articles/8034636-customising-email-templates-overview.md): An overview of the transactional email templates you can customise in ClubRight, what each one does, and where to edit them. - [Two-way messaging in the Member App](http://help.clubright.co.uk/en/articles/13307318-two-way-messaging-in-the-member-app.md): What in-app two-way messaging is in the ClubRight Member App, and how to turn it off if you prefer other channels. - [Messaging members from the diary](http://help.clubright.co.uk/en/articles/3656684-messaging-members-from-the-diary.md): How to message bookings, checked-in members, the waiting list, and previous attendees of a class or activity directly from the ClubRight diary. - [Scheduling messages to send later](http://help.clubright.co.uk/en/articles/11581605-scheduling-messages-to-send-later.md): How to schedule a group or individual message to send automatically at a future date and time. - [Sharing files with members \(workout plans, eBooks\)](http://help.clubright.co.uk/en/articles/3478260-sharing-files-with-members-workout-plans-ebooks.md): How to share files like workout plans or eBooks with members using a third-party download link. ## Reports & Insights - [A guide to the reports in the Reporting section](http://help.clubright.co.uk/en/articles/15516394-a-guide-to-the-reports-in-the-reporting-section.md): What each report in the Reporting section shows, covering operational, communications, and accounting reports. - [Member reports and analytics in the Members dashboard](http://help.clubright.co.uk/en/articles/15516587-member-reports-and-analytics-in-the-members-dashboard.md): 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](http://help.clubright.co.uk/en/articles/15516616-prospect-and-lead-reports-in-the-prospects-dashboard.md): Where to find prospect, hot lead, marketing source and non-member customer reports in the Prospects dashboard. - [Where to find attendance, revenue and member reports](http://help.clubright.co.uk/en/articles/15507703-where-to-find-attendance-revenue-and-member-reports.md): A map of where each report lives in ClubRight: the Diary, the Members dashboard, Payments, and the Reporting section. - [Setting up and customising your ClubRight dashboards](http://help.clubright.co.uk/en/articles/15502622-setting-up-and-customising-your-clubright-dashboards.md): How to add and customise dashboards in ClubRight, including templates, the blank canvas, and switching between multiple views. ## Integrations - [Adding ClubRight widgets to your website](http://help.clubright.co.uk/en/articles/15517281-adding-clubright-widgets-to-your-website.md): How to add ClubRight's Calendar, Timetable, Opening Times and Enquiry Form widgets to your website, plus QR codes for sign-ups. - [Connecting your integrations](http://help.clubright.co.uk/en/articles/15517177-connecting-your-integrations.md): An overview of the third-party tools you can connect to ClubRight, what each one does, and how to set them up. - [Setting up the Xero integration](http://help.clubright.co.uk/en/articles/15517178-setting-up-the-xero-integration.md): How to connect Xero to ClubRight and configure it to post a daily accounting summary, including nominal codes and posting options. - [Using Mailchimp for email marketing](http://help.clubright.co.uk/en/articles/15517181-using-mailchimp-for-email-marketing.md): How to connect Mailchimp to ClubRight and push a group of members into a Mailchimp list for email campaigns. - [The Technogym integration](http://help.clubright.co.uk/en/articles/15517183-the-technogym-integration.md): How the ClubRight and Technogym integration works, what it automates, and how it is set up for your club. - [Technogym -Training Coach App](http://help.clubright.co.uk/en/articles/8532084-technogym-training-coach-app.md): How to set up the Technogym Training Coach App - [Connecting Google Analytics](http://help.clubright.co.uk/en/articles/12470832-connecting-google-analytics.md): How to connect Google Analytics to ClubRight to track how members use your online portal, sign-ups, and marketing. ## Staff & Team Management - [Setting up staff users and permissions](http://help.clubright.co.uk/en/articles/15503611-setting-up-staff-users-and-permissions.md): How to add staff members to ClubRight, choose their access level, and set their working hours. ## Account, Compliance & Admin - [Setting up nominal codes](http://help.clubright.co.uk/en/articles/15503733-setting-up-nominal-codes.md): How to set up nominal codes in ClubRight to categorise your revenue, simplify reporting, and connect with Xero. - [Setting up your Terms, Privacy Policy, and other member area pages](http://help.clubright.co.uk/en/articles/15445305-setting-up-your-terms-privacy-policy-and-other-member-area-pages.md): How to edit your Terms and Conditions, Privacy Policy, and other standard pages your members see in the member area. - [Consent options and marketing sources](http://help.clubright.co.uk/en/articles/15517430-consent-options-and-marketing-sources.md): How to set up consent options and marketing sources to keep your marketing compliant and track where members come from. - [Finding and filtering your members](http://help.clubright.co.uk/en/articles/15551397-finding-and-filtering-your-members.md): How to search, filter, and save filtered views of your members in the Members area. - [Upgrading your ClubRight plan](http://help.clubright.co.uk/en/articles/15550884-upgrading-your-clubright-plan.md): How to upgrade your ClubRight plan to add more features, and who to contact to arrange it. - [Cancelling your ClubRight subscription](http://help.clubright.co.uk/en/articles/15550846-cancelling-your-clubright-subscription.md): How to cancel your ClubRight subscription, including the notice we need and who to contact. - [Selling, closing, moving, or expanding your club](http://help.clubright.co.uk/en/articles/15550532-selling-closing-moving-or-expanding-your-club.md): What to do when you sell, close, relocate, or expand your club, including how to notify us and your payment providers. - [Handling member data requests: deletion and data export \(GDPR\)](http://help.clubright.co.uk/en/articles/15550430-handling-member-data-requests-deletion-and-data-export-gdpr.md): 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. - [Setting a member's profile picture](http://help.clubright.co.uk/en/articles/15531360-setting-a-member-s-profile-picture.md): How to add or change a member's profile photo, and how members can set their own. - [Setting up member groups](http://help.clubright.co.uk/en/articles/15531339-setting-up-member-groups.md): How to create member groups to organise and message members together, and how to add members to a group. - [Setting up your till drawer and receipt printer](http://help.clubright.co.uk/en/articles/15530609-setting-up-your-till-drawer-and-receipt-printer.md): How to connect a receipt printer and cash drawer to ClubRight using the Welcome Screen and POS application. - [Custom fields and tagging](http://help.clubright.co.uk/en/articles/15519412-custom-fields-and-tagging.md): How to create custom registration fields and use tags to group and filter your members. - [Editing your club info](http://help.clubright.co.uk/en/articles/15517580-editing-your-club-info.md): Update your club's name, contact details, branding, and policies on the Club Info page. - [Terms of Business and Privacy Policy](http://help.clubright.co.uk/en/articles/15443888-terms-of-business-and-privacy-policy.md): Find ClubRight's current Terms and Conditions and Privacy Policy, published on our website and kept up to date. - [Our Customer Promise](http://help.clubright.co.uk/en/articles/5356774-our-customer-promise.md): What ClubRight commits to when you contact support, including response times and how we keep you updated. - [Our Cyber Essentials certification](http://help.clubright.co.uk/en/articles/10936577-our-cyber-essentials-certification.md): ClubRight holds the Cyber Essentials certification. What it means and what it covers for your club's data security. - [Setting up your club account for GDPR compliance](http://help.clubright.co.uk/en/articles/1929764-setting-up-your-club-account-for-gdpr-compliance.md): How to set up your terms, privacy policy, and consent options in ClubRight to support your GDPR compliance obligations. - [ClubRight complaints handling policy](http://help.clubright.co.uk/en/articles/14181920-clubright-complaints-handling-policy.md): How ClubRight handles formal complaints, including how to raise one, our response timeframes, and the resolution process. - [Preventing access abuse and credential sharing](http://help.clubright.co.uk/en/articles/13619607-preventing-access-abuse-and-credential-sharing.md): How to use ClubRight to detect and prevent credential sharing, login abuse, and unauthorised access at your club. - [Adding and editing notes on member and prospect profiles](http://help.clubright.co.uk/en/articles/10758980-adding-and-editing-notes-on-member-and-prospect-profiles.md): How to add and edit private internal notes on a member or prospect's profile. - [Till and point of sale overview](http://help.clubright.co.uk/en/articles/15530350-till-and-point-of-sale-overview.md): How to use the ClubRight till: starting a sale, taking payment, applying discounts, and completing the sale. - [Awards and accreditation](http://help.clubright.co.uk/en/articles/4564266-awards-and-accreditation.md): How to manage belt grading in ClubRight using Awards and Accreditation: set up belts, issue them, and track who is due to grade. - [Two-factor authentication and login timeouts](http://help.clubright.co.uk/en/articles/11186447-two-factor-authentication-and-login-timeouts.md): How two-factor authentication and the login timeout work for your staff, and how to set how long staff stay logged in. - [ClubRight security and data protection: common questions](http://help.clubright.co.uk/en/articles/5996404-clubright-security-and-data-protection-common-questions.md): Answers to common questions about how ClubRight secures and stores your data, including encryption, hosting, retention, and passwords. - [Parent and guardian accounts](http://help.clubright.co.uk/en/articles/3209646-parent-and-guardian-accounts.md): How parents and guardians can create and manage their children's accounts, memberships, and bookings from the Member App. - [Adding a referrer to a member](http://help.clubright.co.uk/en/articles/2136271-adding-a-referrer-to-a-member.md): How to record who referred a member by adding a referrer to their profile. ## Sales, Marketing & Retention Tools - [Setting up and using the Sales Funnel](http://help.clubright.co.uk/en/articles/15516837-setting-up-and-using-the-sales-funnel.md): Track prospects from first enquiry to signed-up member, and automate follow-ups as they move through your funnel stages. - [Spotting members at risk with the Smart Retention Tool](http://help.clubright.co.uk/en/articles/15516872-spotting-members-at-risk-with-the-smart-retention-tool.md): Set up alerts that flag members who haven't visited recently, so your team can re-engage them before they cancel. - [Setting up Referrals](http://help.clubright.co.uk/en/articles/15519655-setting-up-referrals.md): Reward members who refer friends and family, with rewards applied automatically when a referred member joins. - [Nurturing leads with Smart Workflows](http://help.clubright.co.uk/en/articles/15451889-nurturing-leads-with-smart-workflows.md): Use the Prospect Nurture workflow to automatically follow up with new prospects and encourage them to join your gym. - [Sending renewal reminders with Smart Workflows](http://help.clubright.co.uk/en/articles/15458229-sending-renewal-reminders-with-smart-workflows.md): Automatically remind members before their membership expires and follow up afterwards to encourage them to renew. - [Winning back lapsed members with Smart Workflows](http://help.clubright.co.uk/en/articles/15458651-winning-back-lapsed-members-with-smart-workflows.md): Automatically re-engage members who have stopped visiting, with a personalised sequence that prompts them to return. - [Onboarding new members with Smart Workflows](http://help.clubright.co.uk/en/articles/15458844-onboarding-new-members-with-smart-workflows.md): Use the Welcome Series workflow to automatically guide new members through their first two weeks with a sequence of timely emails. - [Chasing overdue payments with Smart Workflows](http://help.clubright.co.uk/en/articles/15458931-chasing-overdue-payments-with-smart-workflows.md): Use the Payment Chaser workflow to automatically send escalating reminders when a member's payment is missed or late. - [Celebrating member milestones with Smart Workflows](http://help.clubright.co.uk/en/articles/15459115-celebrating-member-milestones-with-smart-workflows.md): Automatically recognise key member moments, using birthdays as an example, with guidance on setting up your own milestone workflows. - [Smart Workflow templates: what's available and when to use them](http://help.clubright.co.uk/en/articles/15459784-smart-workflow-templates-what-s-available-and-when-to-use-them.md): A guide to every Smart Workflows template in ClubRight and when to use each one to get the best results. ## Multi-site operations - [Using the multi-site dashboard](http://help.clubright.co.uk/en/articles/15552441-using-the-multi-site-dashboard.md): What the multi-site dashboard shows head office, how to view a single site's stats, and how to open any site directly. - [Running ClubRight across multiple sites](http://help.clubright.co.uk/en/articles/15552443-running-clubright-across-multiple-sites.md): An overview of running ClubRight across more than one site: member access, bookings across sites, and the multi-site dashboard. - [Multi-site access: letting members use more than one site](http://help.clubright.co.uk/en/articles/15552405-multi-site-access-letting-members-use-more-than-one-site.md): How to set up memberships that let members enter more than one of your sites, and how multi-site access differs from bookings. - [Multi-site bookings: booking classes across your sites](http://help.clubright.co.uk/en/articles/15552403-multi-site-bookings-booking-classes-across-your-sites.md): How to let members book classes and activities across more than one of your sites, using group memberships or credits.