Welcome to the Clubspot Admin Guide! We're here to answer your questions. Can't find what you're looking for? Send our support team a note at [email protected].

<aside> ๐Ÿ‘‰ This guide is for Club Managers, Administrators, and Staff. If you are not a club manager, please click here for our members guide.

</aside>

<aside> ๐Ÿš€ Click here to view our Launch Notes with new feature updates!

</aside>

Account


Account Setup

Creating a Clubspot Account

Basic Setup Checklist

Manage club administrators

Account Details

Club Notifications

Inbound payments

Plan & Billing

Logging out of your admin account

Websites

Design a website

Create a Photo Album

Member Portal Design

Event Tags

Generate Sitemap

Website Cutover

Member App

Operations


Reporting

Batch Billing Uploads

Print Member Statements

Reporting by Service Window

Revenue reports

Export Column Glossary

Location Summary Report

Fundraising / Club Donations

Communication

Contact Lists

Clubspot Email

Sending emails to filtered membership view

Custom Member Groups

Mail merge (eg. for a paper directory, or mailing labels)

Suppression List

MailChimp integration (legacy)

Custom Forms

Payments

ACH processing timeline

Refunds & Reversals

View Online Receipts

Staff Management

Time Sheets

Staff Members & Tipping

Accounting

Accounting Integrations

Chart of Accounts

Income Account Mapping

Accounting Events

Reconciliation

Accounting Checklist

4000 Sales

Migrate from QBD to QBO

Booking & Reservations


General reservations

Reservations Overview

Full/Multi-Day Reservations

Dining

Dining reservations

Golf

Clubspot Tee Sheet

Point of sale


POS Setup

Point of Sale Versions

Locations

Point of Sale Products

Point of Sale Users

Configuring a Card Reader

Troubleshooting Card Reader

Recommended POS iPad Settings

Floor Plans

Payments

Separate Auth & Capture

Adding a card on file

Tickets & Receipts

Setting up Thermal/Impact Printers

Tickets and Receipts

Other Workflows

Splitting Checks

Seat Management

Managing Orders

POS Notes

Re-opening an Order

Open a new order, from a closed order

POS: Online Shop

Auto Gratuity

Inventory Tracking

Discounts

Mobile Ordering

Member balance payments via POS

Reciprocal payments

โ€œPay by linkโ€ Option

Membership


Membership Database

Membership details

Data Collection

Membership categories

Tracking Member Categories

Cancel Membership

Update Dues & Plans

Help members log in

Report on which members have logged in

Check-in App

Member Billing

Member billing overview

Member invoice format

Add or reverse line items

Recording a check payment

Charge a card on file

[Membership add-ons](https://clubspot.notion.site/Membership-add-ons-cbc481806022456d9b74f9ead39e917c)

Change the date for upcoming invoices

Events