We’ve moved, as of June 2026. Check out our new help center hosted HERE.
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>
- Click for Table of Contents
Quick Links
For the …
… General Manager
… Food and Beverage Operations
… Golf Professional
… Controller
… Tennis Professional
… Membership Director
… Banquets Director
… Sailing Director
Account
Account Setup
Basic Setup Checklist
Manage club administrators
Account Details
Admin Notifications
Inbound payments
Plan & Billing
Logging out of your admin account
Websites
Design a website
Use AI
Create a Photo Album
Member Portal & App Design
Event Tags
Generate Sitemap
Website Cutover
Member App
Operations
Reporting
Reporting by Service Window
Revenue reports
Export Column Glossary
Location Summary Report
Fundraising / Club Donations
Print Member Statements
Batch Billing
Communication
Contact Lists
Using Email templates
Clubspot Email
Sending emails to select members
Custom Member Groups
Mail merge (eg. for a paper directory, or mailing labels)
Suppression List
MailChimp integration (legacy)
Custom Forms
Email Delivery Status
Payments
ACH processing timeline
Refunds & Reversals
View Online Receipts
Staff Management
Time Sheets
Staff Members & Tipping
Accounting
Accounting with Quickbooks
Accounting Integrations
Chart of Accounts
Income Account Mapping
Accounting Events
Reconciliation
Accounting Checklist
4000 Sales
Migrate from QBD to QBO
Switching to Quickbooks
Booking & Reservations
Point of sale