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General Club Settings (
Admin > Settings > General Club Settings)All your basic club details. we may have completed some of this based on the information provided on your application. Please check for accuracy and complete the rest. You can change any of these settings at any time. Please refer to on-screen instructions and tooltips and if you have any queries and we will be happy to answer anything not covered there.
If your club has pages for Facebook, Twitter, Instagram, Strava, Linkedin, or YouTube you can also add them here and the icons will appear in your site header. This guide will help you complete this: Connecting Social Media
We use an email provider that requires all ‘sending’ email addresses to be verified in order to maximise deliverability. Therefore, if you wish to send ‘From’ your own email address (recommended), you must first contact us to get it verified.
Set Up Sections & Branches (
Admin > Settings > Set Up Sections & Branches)Sections: Optional. Enter any different sections, to which a member can belong. E.g. if you run a multi-sports club, you may have a different section for each sport. When creating membership categories, you will be able to assign them to sections. Membership categories that do not have a section assigned are known as ‘Core’ membership categories. More information is on the page. (We can change the wording ‘Section’ to anything of your choosing.)
If your club has different geographical branches or venues to which a member may be affiliated, please specify here. This is optional and should be left un-set if it does not apply.
Site Styles & Colours (
Admin > Settings > Site Styles & Colours)Follow this guide to help you set up the colours on your site. : Site Styles & Colours (Focus on the main colours and the banner design for initial setup)
Club Roles (
Admin > Settings > Club Roles)
Committee, Secretary, Treasurer etc.
Set up as many roles as you like, a single member can hold several roles and overlapping roles are fine. These roles can be given basic security settings (giving access to certain areas of the site). To give more detailed security permissions, you will need to use the Entitlements Manager.This guide will help you with Club Roles: Club Roles
Entitlements Manager (
Admin > Settings > Entitlements Manager)
This is very powerful tool, giving specific permissions to very specific users, groups or roles. You will probably want to leave the default permissions, as set up in the Club Roles, and come back to this later if you find you have more specific needs.Configure Modules (
Admin > Settings > Configure Modules)
This shows the optional modules which are either included free, or can be purchased as a licence add-on. Use this page to switch on or off (if not appropriate to your club).
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Configure Sales Tax Rates (
Admin > Finance > Tax Rates)
If your club is registered for sales tax, or equivalent, in your country then you will need to select ‘Yes’ to Enable Sales Tax. If this does not apply to your club, you can leave this page with sales tax not enabled.Enter the name for sales tax in your country e.g. “VAT” in the UK, and your registration number, if appropriate.
Enter any Codes and rates that are relevant to your club. These codes will be associated with membership categories and products as appropriate. You will need to come back to this page to amend any rates if they get changed by the government.
Manage Payment Methods, Plans and Schemes (
Admin > Finance > Payment Methods, Plans and Schemes)
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A Payment Scheme = 1+ Payment Method(s) + 1+ Payment Plan(s) |
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Payment Methods
Set up or modify acceptable payment methods and any surcharges (e.g. to cover admin/PayPal fees). You will not have to accept all payment methods for all items (subscriptions, events etc.) as these can be configured individually.
Follow these links for our help guides to setting up GoCardless, Stripe and PayPal.
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Manage Payment Plans
Here you can set up multiple payment plans e.g. pay by instalments, take a deposit, grace period and surcharge. The default payment plan is to take a single payment with no deposit and a 14-day grace period. You can change this and add others. Payment plans can be associated with different items (subscriptions, events, etc.).
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Follow this guide to set up Payment Methods, Plans, and Schemes: Payment Methods, Plans, and Schemes
Subscription Settings (Subscriptions menu)
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