Members

Manage your members details

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15 articles in this collection
Written by Owen Chapman and Support team

Adding a member 🙋🏽‍♂️

How to get your members details in to Clubmate
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Written by Owen Chapman
Updated over a week ago

Adding a membership to an existing member record

Taking payment for a membership
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Written by Owen Chapman
Updated over a week ago

How to download your members details into a spreadsheet

Downloading your members information (inc name & address) in to excel
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Written by Owen Chapman
Updated over a week ago

What does the member online joining experience look like?

Behind the scenes tour of the member portal
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Written by Owen Chapman
Updated over a week ago

Uploading a members photo 📸

How to upload or change a members profile photo manually
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Written by Owen Chapman
Updated over a week ago

Membership renewals - getting Clubmate ready

Your guide to getting Clubmate set up for your renewals
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Written by Owen Chapman
Updated over a week ago

Online multi-person member profiles 👪

Member portal management of multi-person memberships
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Written by Owen Chapman
Updated over a week ago

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

Offering joint or family membership plans
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Written by Owen Chapman
Updated over a week ago

Cancelling a membership

How to cancel an existing membership
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Written by Owen Chapman
Updated over a week ago

Member verification process

How an existing member can access their online account
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Written by Support team
Updated over a week ago

Adding a referrer

How to add a a referrer to a member record
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Written by Owen Chapman
Updated over a week ago

Automated member emails 📧

Membership welcome and confirmation email templates
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Written by Owen Chapman
Updated over a week ago

Deleting a member

How to delete a member from your records
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Written by Owen Chapman
Updated over a week ago

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

Providing online access to the member portal
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Written by Owen Chapman
Updated over a week ago

ID cards explained

How do photo ID cards work?
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Written by Owen Chapman
Updated over a week ago