1. Uploading your contacts
The first thing to do is add all your contacts to the system. This article will show you how to upload your existing contacts to Clubworx.
2. Create and add your membership plans
If you have existing membership plans you would like to load into Clubworx, head into Settings > Bulk Imports > New Import > Membership Plans. Complete the CSV file and reupload.
To create new upfront and ongoing memberships in Clubworx, check out the linked articles. If you're unsure which membership to create, check out this article.
You can then link up your memberships in bulk to your member profiles using the Bulk Add tool on the People Page, or, using the Bulk Membership Import Tool.
3. Connecting your payments
Clubworx integrates with different payment providers. Have a look at this article to see which ones are available in your country and how to have it set up.
4. Set up your website or integrate with your existing website
When you go to Settings > Website from the menu bar, you will see all your options for setting up your Clubworx hosted website. To set up your Free Clubworx Website, see this article.
If you already have your own website, you can easily add your Clubworx timetable, contact form (which adds the contact as a prospect to Clubworx) and a 'Free Trial' button, to your existing website. See this article for more info, and the screenshot below of where to find these settings:
5. Set up your styles and ranks for Martial Arts Schools
It is easy to manage your styles and ranks that you use when grading your students in Clubworx. Just head to your Grading - Styles & Ranks menu.
