Clubmate

How to get your members details in to Clubmate

Adding a member 🙋🏽‍♂️

How to make profile pictures mandatory

Adding a membership to an existing member record

Adding custom fields, eg Car Registration numbers

Custom fields

Downloading your members information (inc name & address) in to excel

How to download your members details into a spreadsheet

Behind the scenes tour of the member portal

What does the member online joining experience look like?

How to upload or change a members profile photo manually

Uploading a members photo 📸

Your guide to getting Clubmate set up for your renewals

Membership renewals - getting Clubmate ready

Accessing a quick view of the member profile

Member Quick View

Membership Plan Types explained - New / Renew

Setting up a membership for more than one person 👨‍👩‍👦‍👦

Cancelling a membership

How an existing member can access their online account

Member verification process

Membership welcome and confirmation email templates

Automated member emails 📧

Deleting a member

Providing online access to the member portal

Sharing access to the member portal via your website or by email

How to resolve a membership purchase made on the wrong profile?

How to add a One off Membership manually

How to find the dedicated Clubmate link for your club or fishery. Sharing access to the member portal via your website or by email

Dedicated Clubmate Link

How can I check the status of membership ID cards and resolve pending issues?

Membership ID card status & issues

Owen Chapman

Owain Rees

Babs

Members

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