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ClubPapel Docs

Setting Up Member Accounts

Learn how to set up and manage member accounts for your golf club.

Adding Individual Members

Section titled “Adding Individual Members”
  1. Navigate to Members → Add Member
  2. Fill in the member details:
    • Name and contact information
    • Membership type (Full, Junior, Senior, etc.)
    • Membership number
    • Emergency contact
  3. Set their booking privileges and restrictions
  4. Click Create Member

The member will receive an email invitation to set up their account.

Bulk Import Members

Section titled “Bulk Import Members”

To import multiple members at once:

  1. Go to Members → Import
  2. Download the CSV template
  3. Fill in member information in the template
  4. Upload the completed CSV file
  5. Review the import preview
  6. Click Confirm Import

Setting Membership Types

Section titled “Setting Membership Types”

Configure different membership tiers:

  1. Navigate to Settings → Membership Types
  2. Click Add Membership Type
  3. Define:
    • Name (e.g., “Full Member”, “Junior Member”)
    • Booking privileges (days in advance, number of bookings)
    • Pricing tier
    • Guest allowances
  4. Save the membership type

Managing Member Profiles

Section titled “Managing Member Profiles”

Members can update their own profiles, but admins can also:

  1. Search for the member
  2. Click on their profile
  3. Edit any field
  4. View booking history and statistics
  5. Add internal notes (not visible to member)

Handling Membership Renewals

Section titled “Handling Membership Renewals”
  1. Set up renewal reminders in Settings → Notifications
  2. Members receive automatic renewal notices
  3. Track renewal status in the Members dashboard
  4. Process renewals and update membership dates

Deactivating Members

Section titled “Deactivating Members”

When a member leaves:

  1. Find their profile
  2. Click Deactivate Member
  3. Choose to either:
    • Cancel future bookings
    • Keep future bookings intact
  4. Confirm deactivation

Deactivated members cannot make new bookings but their history is preserved.

Best Practices

Section titled “Best Practices”
  • Verify contact information regularly
  • Segment members by activity level for targeted communications
  • Track preferences to improve member experience
  • Use member notes to remember important details
Section titled “Related Guides”