Members
Manage your members details
By Rob and 1 other2 authors20 articles
- Adding a MemberHow 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 Plan Types explained - New / RenewMembership Plan Types explained - New / Renew
- Setting up a membership for more than one person 👨‍👩‍👦‍👦Offering family type membership plans
- Cancelling a membershipHow to cancel an existing membership
- Member verification processHow an existing member can access their online account
- Automated member emailsMembership 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
- How to add a One off Membership manuallyAdd a manual membership to a profile
- Dedicated Clubmate LinkHow to find the dedicated Clubmate link for your club or fishery. Sharing access to the member portal via your website or by email
- Membership ID card status & issuesHow can I check the status of membership ID cards and resolve pending issues?
- How to remove a membership from your BasketIn case you have added the incorrect membership