Transitioning to Clubworx with Ezidebit is designed to be simple and seamless, so you can start managing memberships and payments with confidence as quickly as possible. This guide will walk you through the process of getting started with your Clubworx account, ensuring your members’ payment schedules continue without disruption. With just a few straightforward steps, you’ll have everything set up and ready to go—so you can focus on growing your business while Clubworx and Ezidebit handle the rest.

The migration process typically takes 10 business days. We endeavour to work to your preferred timeline when possible. However, each business is different and this process can take less or more time depending on your commitment to the onboarding journey.
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The Clubworx team is here to guide you every step of the way. As part of your onboarding journey, you will be matched with an onboarding expert who will guide you through the process.
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As part of your free onboarding package, you will start with a 30 minutes Onboarding Consultation. In this meeting, we get to know your business and requirements. We'll put together an onboarding plan with you so you feel confident getting started.
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In addition to your onboarding consultation you get a free 1 hour Training Session. In this training session we help you to get to know the Clubworx basics. Already comfortable using Clubworx? This session can also be used to answer any questions you might have, or give you information on more advanced features if you're interested.
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Get in touch with the support team through chat, or email support@clubworx.com to arrange your Onboarding consultation or Training session.
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We completely understand that not everyone wants to complete the onboarding steps themselves. If you don't have the time or the inclination we completely understand! Our 5 hour or 10 hour Onboarding Packages take the stress out of your software transition. Let our team wrangle your data and set up your Clubworx account to meet your requirements.
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Activate your Clubworx account by adding your credit card and selecting the plan you need on the subscription page. To do this, click on the menu at the top right of your Clubworx page and select the option for My Subscription.
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This is the date that your current payments will be 'switched over' from being scheduled by your current software to Clubworx. On the chosen cut over date, Clubworx will port customer payment methods held with Ezidebit to your Clubworx account (so you will not need to recollect these!). Ensure you communicate your Go Live date to your Clubworx Onboarding Consultant and your Ezidebit Representative. Having everyone on the same page makes your transition easier!

The Clubworx bulk import feature lets you quickly add up to 1,000 new contacts at a time using a CSV template. After uploading your file, you’ll be prompted to review and map each column to the correct Clubworx field before confirming. Finally, you can review, correct any errors, and start the import, after which you’ll see a confirmation message and your new contacts in the system.
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In Clubworx, membership plans let you create structured offerings for your clients, including flexible billing options such as upfront, recurring, or casual payments. These plans help automate payments, track attendance, and manage member access seamlessly.
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Once your membership plans are created and your contacts are imported, your Clubworx consultant will help you assign memberships to each member. This step generates the payment schedules for your paying members. To make the process easy, your Onboarding Consultant will provide a spreadsheet where you can indicate which memberships should be attributed to each member, as well as adjust payment amounts for any discounted memberships. After you return the completed spreadsheet, your consultant will take care of uploading it for you.
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On your Go Live date, your Clubworx onboarding consultant will coordinate with Ezidebit to link your Ezidebit payers to their corresponding Contacts in Clubworx. Once complete, member payments will begin processing according to the schedules you’ve set in Clubworx. You’ll also see each member’s wallet details automatically populated in their profile.

Once the above steps are completed, we recommend setting up the rest of your Clubworx account. We have some suggestions for what to do next, below:
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Styles and ranks can be uploaded at any time after the member information upload, regardless of if a Go Live date has been set. This is a separate spreadsheet to the member information upload and the membership upload. Your Clubworx onboarding specialist can action this for you when you are ready.