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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.

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

</aside>

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