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 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

Babs

Rob Harris

Members

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.