Members
Manage your members details
Adding a member 🙋🏽♂️How to get your members details in to Clubmate
How to make profile pictures mandatoryEnsuring members have a profile picture.
Adding a membership to an existing member recordTaking payment for a membership
Custom fieldsAdding custom fields, eg Car Registration numbers
How to download your members details into a spreadsheetDownloading your members information (inc name & address) in to excel
What does the member online joining experience look like?Behind the scenes tour of the member portal
Uploading a members photo 📸How to upload or change a members profile photo manually
Membership renewals - getting Clubmate readyYour guide to getting Clubmate set up for your renewals
Member Quick ViewAccessing a quick view of the member profile
Membership Plans - New / RenewMembership Plans - New / Renew
Online multi-person member profiles 👪Member portal management of multi-person memberships
Setting up a membership for more than one person 👨👩👦👦Offering joint or family membership plans
Cancelling a membershipHow to cancel an existing membership
Member verification processHow an existing member can access their online account
Automated member emails 📧Membership welcome and confirmation email templates
Deleting a memberHow to delete a member from your records
Sharing access to the member portal via your website or by emailProviding online access to the member portal
ID cards explainedHow do photo ID cards work?
Requesting ID cards for admin usersHow to request a membership card for bailiffs, staff and owner users
Taking payment for a replacement ID cardHow to process a payment for a replacement ID card
ID Card Exceptions - Member GroupHow to review your ID card exceptions
Replacement ID cardsHow to request a replacement ID card
ID Card pricingHow much does the ID card service cost?
Manage your ID cardsSee your credits, order more credits, request ID cards or change you club template