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Articles and updates from Clubspot Help Center

New Invoice: Linking to Products
When you raise a new invoice, it will now allow you to link this to existing or create a new product to allow for additional accounting tracking. https://vimeo.…
- 5 mths ago
- 14
- New Features & Updates
POS: ad-hoc payments to a member's balance
You can now make ad-hoc payments to a member's balance from the POS app. Here's how it works: Just click on the same link that shows any unpaid/open invoices from the POS.…
- 6 mths ago
- 17
- New Features & Updates
Ability to issue invoices to new customers on the same registration
A typical use case for this feature is if you need to issue a new invoice to the Crew's parents, not the skipper's parents. Click into the participant registration details Under the Invoices section,…
- 9 mths ago
- 13
- New Features & Updates
New flag for "Incomplete Crew"
We now show a new indicator 'INCOMPLETE CREW' to indicate any crew details have not been fully provided. This is simply a new flag for convenience when scanning the list.…
- 10 mths ago
- 25
- New Features & Updates
Ability to click on a score and change position
This new feature is equivalent to drag-and-drop, but easier when a lot of boats are involved. If you would like to change a score and position, click on the respective Boat and select 'Move to a new…
- 10 mths ago
- 9
- New Features & Updates
Add additional line items to new invoice
When creating a new invoice, you can create multiple line items before finalizing and sending to the participant. For example, if there is a late fee or your membership fees have changed you can add…
- 10 mths ago
- 13
- New Features & Updates
Ability to create an email tag from a message
You can now create new tag after an email has been sent. For example if you emailed everyone in the Junior Sailing Program with an incomplete waiver, you can follow up later on and email that newly…
- 11 mths ago
- 29
- New Features & Updates
Filter export of Emergency Forms by Session
You can now Filter the Export of Emergency Forms by Session. Prior all Emergency Forms exported together, regardless of Session. Emergency Forms can now be exported,…
- 11 mths ago
- 24
- New Features & Updates
Communications: Reply Message
If you have already sent a Communication to an individual or group of people (tagged group), you can now use the ellipses on the right hand side of a ' message arrow' and click the option to "send…
- 11 mths ago
- 17
- New Features & Updates

Articles and updates from Clubspot Help Center

New Features & Updates

New Invoice: Linking to Products

POS: ad-hoc payments to a member's balance

Ability to issue invoices to new customers on the same registration

New flag for "Incomplete Crew"

Ability to click on a score and change position

Add additional line items to new invoice

Ability to create an email tag from a message

Filter export of Emergency Forms by Session

Communications: Reply Message

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