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> 👉 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> 🚀 Click here to view our Launch Notes with new feature updates!

</aside>

Account


Account Setup

Creating a Clubspot Account

Manage club administrators

Plan & Billing

Add a Payment Method

Inbound payments

Enable Payouts

Logging out of your admin account

Club Notifications

Account Details

How to display the club’s billing email on member invoices

Websites

Design a website

Website Cutover

Help members log in

Report on which members have logged in

Member Portal Design

Generate Sitemap

Operations


Reporting

Revenue reports

Membership Minimum Report

Export Member Invoices to PDF

Batch Billing Uploads

Balance Forward Member Statements

Fundraising / Club Donations

Reporting by Service Window

Communication

Connect a MailChimp account

Groups and subscribers

Outbound Messages

Update your “from” address

Sending emails to filtered membership view

Finish Email Campaigns in Mailchimp

Custom Member Grouping

Troubleshooting Email Recipients

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

Excluded recipients

Payments

ACH processing timeline

Refunds & Reversals

View Online Receipts

Staff Management

Time Sheets

Tipping

Accounting

Chart of Accounts

Account Mapping

Accounting Integrations

Accounting Events

Accounting Checklist

4000 Sales

Booking & Reservations


General reservations

Reservations Overview

Full/Multi-Day Reservations

Dining

Dining reservations

Point of sale


POS Setup

Locations

Point of Sale Users

Point of Sale Products

Configuring a Card Reader

Setting up Thermal/Impact Printers

Recommended POS iPad Settings

Troubleshooting Card Reader

Point of Sale Versions

Payments

Separate Auth & Capture

Adding a card on file

Tickets & Receipts

Tickets and Receipts

Filter Smart Tickets by POS Locations/Tags

Smart Ticket Sorting

Other Workflows

Split Check

Seat Management

Managing Orders

Paying member invoices through the Point of Sale

Reciprocal payments

“Pay by link” Option

POS Notes

Re-opening an order

Open a new order, from a closed order

POS: Online Shop

Wrap Filter Options

Default Gratuity

Create a QR Code

Inventory Tracking

Discounts

Membership


Membership Database