Settings
How to get your club set up with Clubmate
By Babs and 1 other2 authors43 articles
- Creating a custom tileAdding a bespoke page to the member app
- Configuring Club SettingsGet Clubmate set up for your organisation
- Setting up Events 🎣 Step 1Managing an event
- Locations 🏟🏠🛶Setting up your locations
- Membership Plans 👨👧👦💷Setting up your clubs membership plans
- Customising your dashboardChanging the widgets on your dashboard
- Disable online registrationHow to stop people registering for an account.
- Awards & AccreditationHow to use Awards
- Customising the Members AreaAdding custom content & messaging to the Members Area
- Promo Codes %Setting up & managing promo codes
- Member GroupsHow to group your members together
- Your 'About Us' pageHow to update information about your club
- Marketing sourcesUpdating 'How did you hear about us?'
- Updating your T&C's and privacy policyHow to update your rules, T&C's and privacy policy
- Membership QR CodeGenerating a QR code for your membership page
- Banning UsersHow to ban anglers access to Clubmate.
- Automatically checking out an anglerHow to set up automatic check outs
- Membership Plan CategoriesOrganise your membership plans effortlessly
- Membership Eligibility FeatureEasily manage junior memberships with our Membership Eligibility Feature.
- Prevent Overselling with Stock Level ControlPrevent Overselling with Stock Level Control
- Age Restrictions for MembershipsRestrict Plans Based on Age.
- How to Set Up Age Restrictions for an EventEnsure Bookings Are Limited to the Right Members
- How to Set Up Age Restrictions for AppointmentsManage Appointment Access by Age – Ensure Only Eligible Members Can Book
- Setting Up the Meta (Facebook) Pixel Integration in ClubmateTrack, optimise, and retarget with ease by connecting your Meta (Facebook) advertising account to Clubmate.
- Member-Initiated Cancellation & Freeze RequestsGive members more flexibility — while you stay in charge
- Redirecting Members to a Custom Confirmation PageSend new members to a custom confirmation page at the end of the joining process to support advanced tracking and marketing campaigns.
- Location Based Check-inTrack member location and monitor bailiff activity with precise check-in data
- Quick FiltersSave time by creating and loading reusable filter combinations on the Members List area
- Catch Return FormMonitor your catch returns with a form in yours software for free
- User access levels 🗝What can your staff or volunteers see and do in Clubmate
- Adding a New Admin UserApproving Clubmate access for additional volunteers or staff
- Amending User access 🔏Updating Staff or Volunteers access rights
- Setting up a BailiffAdding a bailiff for access to the Clubmate fishing app
- Removing access for a Bailiff userHow to revoke bailiff access for an admin user
- Deleting a user 🗑Updating staff and volunteer access rights
- Has your committee changed?If you've had a change of personnel at your club/fishery here's what to do to get up to speed with Clubmate. Reach out and help us help you!
- ProductsHow to set up and sell products at your club
- Setting up bolt-ons for MembershipsHow to prompt a member to purchase a product during their registration
- Product GroupsHow to group similar products together
- Product Purchase TriggerAutomate Product Sale Notifications & Tasks in Clubmate
- Setting up promo codes for productsControl who can see and purchase specific products in your online shop using promo codes.
- Adding a description to a productImprove purchase confidence with clear product explanations.
- Product Transaction ReportReport on any of your products, bolts ons, donations etc