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].
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👉 This guide is for Club Managers, Administrators, and Staff. If you are not a club manager, please click here for our members guide.
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🚀 Click here to view our Launch Notes with new feature updates!
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- Click for Table of Contents
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
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
“Pay by link” 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