Membership
17 articles
Document storage
1 article
Communication
7 articles
Facilities
2 articles
Events
E-signatures (waivers)
Clubspot makes it easy to collect legally-binding online signatures from participants and/or members. Please note that we charge a small fee for each ...
Fundraising / Club Donations
Go to Reporting > Fundraising to find the donation link for the club’s account. This will allow participants to make donations that will be captured t...
Issue a Refund for Registration
You can issue a refund for any registration processed through Clubspot. To do so, search and find the registration and navigate to the Billing tab a...
Ad Hoc Event Invoices
Ad hoc invoices allow you to add additional charges to any event signup post-registration. To create a new invoice, click into any registration, and n...
Waitlist Management
Learn how to set and manage entry caps to ensure that your events are not overbooked. From the event dashboard, navigate to Settings > Waitlist . Thi...
Sending Emails to Event Participants
This guide will walk you through how to draft, send, and track communications within your regattas, camps, and social events! The path to communicatin...
Linking a Registration to an Account
Occasionally a participant who has signed up for an event cannot find a record of the sign-up in their account. As a club administrator, you can help...
Member Resources
2 articles
Web & App
7 articles
Staff
2 articles
Banquets
1 article
Point of Sale
Regattas
6 articles
Camps
Social Events
4 articles
Boats
Member Statement format
This guide explains how to read a statement. The statement is the document sent to a member each month to summarize the invoices, adjustments, and pre...
Regatta Scoring
Clubspot scoring supports the following types of popular scoring methods: One Design One Design with Fleets (Including Round Robin and Qualifying/Fina...
Location Summary Report
The Location Summary report uses the following terms, across multiple tables: Column Name Description Orders The number of orders that were confirmed ...
Member Boats
Keeping accurate boat information on file helps your club manage storage, billing, and operations. This article explains how to view and update member...
Splitting & Merging POS Orders
Splitting checks is a common request, especially for larger parties. Clubspot POS makes it easy for your staff to quickly and accurately divide orders...
Holiday Fundraiser
When it comes to collecting tips for staff members as part of a holiday drive, our clubs generally use one of two flows: #1 Start a Fundraiser . This...
Admin Notifications
Within Clubspot, you can configure email notifications so that you are alerted in response to several member actions. Navigate to Account > Notificat...
Staff Services
Staff Services allows you to manage bookable services such as lessons, training sessions, or appointments, while ensuring staff availability is coordi...
Correcting a Closed POS Order
There are two ways to fix a closed order in Clubspot, depending on how the order was originally paid. If the order was charged to a House Account, you...
Buddy Groups
Buddy Groups make it faster for members to book tee times with the people they play with most often. Instead of manually adding players each time, mem...
Updating Boat Information
To update your boat information in the member portal, click into the sidebar, and go to boats. Next, click Boats. This will bring you to any boats tha...
Website Cutover
This information is intended as a resource to point your club’s domain to Clubspot’s servers, so the new website you built with Clubspot will be publi...
Refunds & Reversals
As a club administrator, you can reverse charges and separately refund payments for members and non-members alike. A reversal allows you to reverse or...
Online Payment Processing Timeline
Clubspot uses Stripe as our payment processing partner, so payment timing follows the standard processing rules used by banks and card networks. Card ...
Group Classes
Our group classes feature makes it easy for participants to sign up for a recurring event. This is a great use case for workout classes, racquet clini...
Manage Club Administrators
Clubspot provides fine-tuned controls to grant access to specific areas or functions within the dashboard. To invite a new administrator, navigate to ...
Reporting by Service Window
In addition to filtering POS orders by date, location, and staff, you can use the shift time picker to filter the Orders dashboard by a specific time ...
