Membership
Membership database
Guest Tracking
Clubspot’s check-in app will allow you to easily track visit metrics for both members and guests at your club — including every person presently on-si...
Which Members have logged in?
When Clubspot imports your membership database we automatically grant members website access as long as they have an email and/or a mobile number on f...
Help members log in
Follow this guide to help club members access their accounts on your club website. Find and click on the member by searching in the Membership > Membe...
Cancel Membership
In the event an existing active member resigns, no longer wants to be a member, or is then deceased, you can cancel their membership. To cancel a memb...
Tracking Member Categories and Plans
Go to the Memberships tab and click on Memberships . You will see the Export button located in the right corner of the screen, click the Count b...
Membership Categories
To create Membership Categories, go to Membership > Categories . You can create as many categories based on your club's structure, as well as uniqu...
Data Collection
The Data Collection section of the Membership module allows you to create custom fields for storing information specific to your organization’s member...
Membership Details
The memberships dashboard allows you to manage all of your club’s membership accounts. This can include multiple individual members in a single member...
Membership applications
Membership Inquiry Form
The membership inquiry form is used to capture initial interest from a prospective member, before sharing an online membership application. To use th...
Accepting an Application
Once an applicant has been reviewed and approved, it is time to convert them from an applicant to a member. This is only applicable for the open app...
Membership Applications
Members can submit an application at the /apply link to your domain. This link can be found under the Membership > other settings section of your dash...
Member billing
Membership Minimum
Please reach out to support@theclubspot.com if your account is operating on "Version 1.0" minimums. We can upgrade you to Version 2.0 minimum struct...
Print Membership Statement
You are able to print member statements by navigating to Reporting > Aging Report > Export > Export Statements This will generate a list for all stat...
Batch Billing
In addition to the file-upload format for batch billing and charging, we offer an in-line tool called the Batch Billing Editor. This table allows you ...
Updating Dues Pricing
If you need to update the pricing for your dues, the process is as simple as selecting the plan in question, updating the amount and clicking “edit pl...
Charge a Card on File
If a membership has a payment method on file, you are able to charge this method as an administrator to initiate payments on their account. Select the...
Recording a Check Payment
Clubspot makes it easy to accept online payments, but you can still record offline payments too (eg. check or cash). To record a check payment, click ...