How do I add a Contact in Clubworx?

You can add members a few different ways in Clubworx, manually, via online forms, automatically via Zapier or via lead forms on your website

Emily Smart avatar
Written by Emily Smart
Updated over a week ago

Manually add a member to your account

  1. Click on either the quick add button at the bottom right of your account or go to Contacts and click on + Add in the top right of this page.

  2. From this page you need to enter a minimum of the contacts First Name, Last Name, and Email (eg. these are the only mandatory fields).

  3. You can also customise nearly all forms and fields on the contact profile easily at any time. Read more about this here.

Using Online Forms and Waivers to Add Contacts to Clubworx

  1. Once you have set up a member waiver within your account, you can begin making these available to your members. Eg. You can send the waiver link via email or SMS or make it available via your website. You can read more here about how to get your members signing up via online forms and waivers.

  2. When someone completes a member waiver, you will be notified of the waiver submission and be able to review and approve the details submitted. Once you approve a waiver, the contact will be added a member. You can find more details on this process here.

Adding Contacts to Clubworx Via the Zapier Integration

You can use our integration with Zapier to automatically add members from a third party application to Clubowrx automatically. For example, you can automate contacts your receive via a Facebook lead ads campaign to be added directly to your Clubworx account.

  1. Please see here for detailed instructions on how to set up a Zap that will add Contacts to your account.

Adding Contacts to Clubworx Via your Clubworx Contact Us/Lead form

  1. Once you have set up your Clubworx Contact Us form on your website, any contacts who submit their details through the form will be added as a prospect in your Clubworx account automatically. You'll be notified by email when this occurs so you can stay on top of new prospects!

Did this answer your question?