Clubworx User Guide
Find out how to use Clubworx to streamline your gym or studio
189 articles
- How to Create an Automation
- What do Automation Triggers Mean?
- The Automation Enrolment Report
- Automations - Using the Send Prefilled Waiver option action to convert more leads and retain more members
- Setting Up a Booking Reminder Automation
- Can you skip a step in Automations? (Yes!)
- Automations - Using the Prospect Status Changed trigger option to automate your sales process
- Creating a Failed Payment Message Automation in Clubworx
- New Automation Trigger - Membership Start Date
- New Automation Trigger - Attendance
- How to Automate Group Fitness Challenges with Clubworx
- Automation Trigger: Prospect Added
- Use Automations to add a Membership
- New Automation Trigger - 'Single Booking Created'
- How to set up a Automation triggered by a Late Cancellation
- Manual Enrolment Automations in Clubworx
- New Automation Trigger - 'Booking Cancelled'
- How to Add Memberships in Bulk
- Introduction to Memberships
- How to add a make up class or session for a member
- How to Bulk Cancel Memberships
- Adding an Upfront Membership
- Adding an Ongoing Membership
- Adding a Class Pass Membership
- Upgrading / Downgrading Membership Plans
- How to use "Pay Now"
- How can I manually add a membership to an existing member?
- How to Bulk Suspend Memberships
- Cancelling Memberships in Advance
- Sending and Resending Receipts for Memberships
- Adding Tax Rates to your Receipts
- How to Change a Membership recurring payment amount
- Allow Members to override Default Membership start dates
- Automation: Add a make up class
- Using the Membership Import Tool
- Unlimited Ongoing Memberships vs Class Passes
- Automatically Generate Makeup Classes for Memberships with Ongoing Bookings
- Setting Up Trial Memberships
- Suspensions: Individual and in Bulk
- How can I control which membership plans are available for purchase in the Clubworx mobile app?
- Managing Wallet Sharing on Waivers
- Waiver Options: Memberships for Families
- How to Transfer Members into Clubworx Using Waivers
- Set up a new member waiver
- Sign members up using a 'new member' waiver
- How to Merge Waivers in Clubworx
- What happens when I accept a waiver?
- How can an existing contact sign a waiver?
- How to Merge Waivers
- How to use the date of birth calendar
- How to Copy Waiver Questionnaire Answers to a Contact Profile
- How to Bulk Send Pre-filled Waivers
- Multiple Waiver Questionnaires
- How to Create a Payment Authority Waiver
- My Members Payment Status is "Failed: Add Payment Denied - Only active customers can have payments added to their schedule" but they are active?
- How Can I Skip a Payment?
- How Can I Bulk Skip Payments?
- Integrated Payment Processors - AU
- Integrated Payment Processors - US
- Integrated Payment Processors - Canada
- Integrated Payment Processors - UK
- Integrated Payment Processors - Global
- Integrated Payment Processing with Clubworx
- Connecting Stripe to Clubworx
- Wallet sharing between members for automated payments
- How do I refund a customer in Clubworx?
- Managing Payments Manually in Clubworx
- How to Add and Apply Credit Vouchers
- How to update a payment schedule for an existing member
- The Debtors Report
- How to Bulk Reschedule payments for a different date
- Processing Refunds with Clubworx and Ezidebit
- Income Categories
- GoCardless Payment Processing
- Managing Failed Payments
- How to Schedule regular report exports
- Exploring the Trainer Payroll Report
- How to view General Member Attendance
- Building a Custom Report
- Reporting on Bookings Made or Remaining on Specific Memberships
- Bulk Message Reporting
- How to Report on Waiver Answers
- How can I access and customize attendance reports in Clubworx?
- How do I create an Event?
- Let your prospects or members book and pay for classes or events online.
- Adding a Waitlist to Your Event
- How can prospects make a booking on my website calendar?
- Book a friend on members membership
- Booking members into events
- Why didn’t my booking work?
- How Can I Book My Student In After A Class is Over?
- Appointment Types
- How to quickly book clients into appointments
- For Trainers - How to Book Members Into Personal Training Sessions
- How can members make a booking on my website calendar?
- How to Manage and Edit your Bookings Settings
- Adding Contacts into a Class From Your Waitlist When the Class is Full
- How to enable & add recurring bookings
- What is the difference between a member, prospect, and non-attending contact?
- How do I add custom fields to contact profiles?
- How do I see my member’s attendance?
- Why aren't my member attendances being deducted from their membership?
- How do I convert non-attending contacts to members or prospects?
- Adding Notes to a Contact
- Contact Flags
- Inviting your Members to your Mobile App
- Video: How to use the Clubworx Mobile App [For Members]
- Setting Member Access to your mobile app
- Sending Push Notifications to your Contacts Mobiles
- How to Automatically enable the Member App for New Members
- Encourage your members to engage with the Member App
- [Australia/New Zealand] Your members can retry failed payments via the member app with Ezidebit!
- How to create your Apple Developer Account
- Managing product sales made through the member app
- My Shop
- Proximity check-in via mobile app
- Setting up your member app
- Allow Members to Cancel or Suspend Memberships via the App