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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
Adding Photo to Membership
You can upload a picture to your member profile which will appear on your membership profile, point of sale, etc. for the club's reference. Here are the steps to do so:…
- 6 mths ago
- 7
- Account
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
How do I log out of my Administrator Account?
Here are the steps to log out of your Administrator Clubspot Account Go to https://theclubspot.com/ Click ACCOUNT in the upper right-hand corner Log in with the email linked to your Administrator…
- 6 mths ago
- 74
- Account Setup
How do I log out of my Member Account?
To log out of your Member Account, go to the main dashboard view, click Account > Sign Out.
- 7 mths ago
- 14
- Members
Membership Credits
If a member has a credit on their membership account, it will only apply to an upcoming (future) invoice. The only time a manual credit will impact an invoice that has already been issued is when…
- 7 mths ago
- 26
- Member Invoicing
Regatta Scoring Overview
https://app.tango.us/app/workflow/5f17ca7c-7704-48d9-b4a2-acc7e11832b6
- 8 mths ago
- 144
- Regattas
Adding Bow Numbers
Adding Bow Numbers Bow numbers are typically assigned by the organizer after registration is complete. You can then toggle on the Bow Number in the Scoring Panel to be included in race results.…
- 8 mths ago
- 19
- Regattas
Guest Memberships
Guest Memberships include any approved Guest Members at your Club. You can view all member details by clicking into the member. Within the Guest Details,…
- 8 mths ago
- 18
- Membership Applications
Membership Application Management
You can view all Membership Applications in the Membership > Applications tab. Application details include: First / Last Name Status (Applied, Recommended, Awaiting Details,…
- 8 mths ago
- 46
- Membership Applications
Membership Billing
Membership Billing details are important to finalize before making the Application active. Due Dates : Member invoice due dates will be set to 30 days (s) after they are issued.…
- 8 mths ago
- 39
- Membership Applications
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 unique billing plans within each category.…
- 8 mths ago
- 48
- Membership Applications
Creating Membership Applications
To create a membership application, go to Membership > Settings. Before doing so, make sure you have set up Membership Categories and Membership Billing .…
- 8 mths ago
- 83
- Membership Applications
Point of Sale: adding a card reader
To add a new card reader to your Clubspot Point of Sale dashboard and system, simply enter 07139 on the card reader. This will prompt a three-word registration code to verify the card reader to your…
- 7 mths ago
- 41
- Point of Sale
Club Communications
You can communicate with club participants through Clubspot with the integration of your Mailchimp account. You can check if a Mailchimp is connected in Communication > Settings.…
- 8 mths ago
- 96
- Communication
Payment Method
You can add a Payment method to your Clubspot account to used to pay your Clubspot invoices or to make direct payments to hundreds of clubs and organizations in the Clubspot network.…
- 8 mths ago
- 51
- Account Setup
Plan & Billing
Under Account, Plan & Billing include your club's subscription details based on your contract. Clubspot Basic: Our core service is free to use Membership services: A powerful,…
- 8 mths ago
- 80
- Account Setup
Account Basics: Personal vs. Club Dashboard
Personal Dashboard By creating an account with Clubspot, you will get both a Personal Dashboard, as well as access to the Club you have created or have been invited to.…
- 8 mths ago
- 61
- Account Setup
Reset password
Can't remember your password for your Clubspot account? No worries, simply reset! Go to https://theclubspot.com/login Enter the email address associated with the account Click the "Forgot password?…
- 8 mths ago
- 17
- Account
Regattas Overview
Overview Racing and Regatta management are close to Clubspot's core. We're racers at heart and it's how we ended up where we are today with Clubspot. If you ever need regatta advice or just have a…
- 8 mths ago
- 107
- Regattas
Products
Overview Products can also be considered merchandise or anything you may want to sell alongside your Camp. This could be a boat charter, t-shirt, hat, water bottle,…
- 8 mths ago
- 47
- Point of Sale
Social Event Registration
Overview Registrations can be managed by clicking on the registration row to view participant details, payment information, and more. Participant The Participant tab allows you to view all…
- 3 mths ago
- 36
- Social Event
How to view handicap calculations for each race
Handicap calculations for races are included on the race results page
- 8 mths ago
- 19
- Sailing in a regatta
Limit Ticket Options
Upon setting up a social event, you can now limit the number of tickets participants can checkout with. Click into the Social Event Go to Settings > Ticket Options [EDIT] and update number for…
- 9 mths ago
- 10
- Social Event
Point of Sale: Creating Tables for Restuarant Setting
With the Restaurant function, you can create Seating for the Table view. Go to Point of Sale > Seating tab [+Seating] in the upper right-hand corner Once you create the Seating Options,…
- 9 mths ago
- 11
- Point of Sale

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All topics

New Invoice: Linking to Products

Adding Photo to Membership

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

How do I log out of my Administrator Account?

How do I log out of my Member Account?

Membership Credits

Regatta Scoring Overview

Adding Bow Numbers

Guest Memberships

Membership Application Management

Membership Billing

Membership Categories

Creating Membership Applications

Point of Sale: adding a card reader

Club Communications

Payment Method

Plan & Billing

Account Basics: Personal vs. Club Dashboard

Reset password

Regattas Overview

Products

Social Event Registration

How to view handicap calculations for each race

Limit Ticket Options

Point of Sale: Creating Tables for Restuarant Setting

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