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User training: Getting started using Clubmate

In this training session we'll look to provide an overview of the system and go through the basics of getting started using Clubmate.

This will cover everything you need to know to start using it effectively, plus provide further learning suggestions on more in depth functions.

Key points I'll explain:
  • Member view to Understand how Clubmate works for a member.
  • Activating Stripe so you can receive online payments.
  • Dashboard functions to navigate & personalise the dashboard.
  • Sending messages so you can communicate with members as a group or individually.
  • Membership plans and how to configure them for your club or fishery.
  • Manually adding a member to keep a record of all of your cash & cheque paying members.
  • Bookings so you can arrange bookable activities for Day/Guest tickets & Matches.
  • Email Templates so you can personalise the information sent in the emails to new members or for bookings.
  • Reporting to provide a brief overview of Clubmate's powerful reporting functions.
  • Adding Staff so you can add in bailiffs and other admin users.
We've also included information on Message automation, Member groups, and Custom fields too, so you can personalise Clubmate and make administration tasks easier for you!

Get answers to your questions

Ask us questions at any time during your session through private 1:1 chat. We've a list of resources to share too.

We're excited for you to start using Clubmate!