12 guides

Membership management

Adding members, importing and exporting the roster, statuses, types, categories and history.

Add a memberAdd one person to your club’s roster in the Clubhouse web admin area. This guide uses the web screens; the native phone app has a different layout.6 steps5 min readFor membership administrators
Import a membership rosterBring a spreadsheet of members into ClubWorks, check which rows will be added, and import only the new records. Existing records stay unchanged: importing does not merge, update or delete members, send emails, or invite people to create an account.10 steps6 min readFor membership administrators
Find members with search and filtersFind one member or narrow your roster to a useful group with search, filters and sorting. This guide covers the Clubhouse Members screen; your club may use different labels for some fields.4 steps3 min readFor membership administrators
Edit a member profileCorrect a member’s name or phone number, or update their membership details, from the Members screen. This guide follows a fictional correction for Jamie Rivera.4 steps4 min readFor membership administrators
Export the member rosterDownload a spreadsheet-friendly CSV file of the members you need for club work. You can export everyone who matches your current filters or just the members you tick.4 steps3 min readFor membership administrators
Manage a member suspension and reinstatementUse a suspension to pause a member’s access to the ClubWorks member portal and member app, with a lift date or until you restore access. You can record a reason, attach a letter, and keep a history of suspensions.4 steps5 min readFor membership administrators
Manage membership types and club categoriesUse membership types for the five built-in membership choices, and club categories for groups your club creates. You can add or maintain a category, then assign it to a member alongside their membership type.4 steps4 min readFor membership administrators
Add and use custom member fieldsAdd extra details your club needs, such as a locker number or sponsor. First create the field, then save an answer on each member’s profile.6 steps5 min readFor membership administrators
Change membership status and dues statusCorrect a member’s membership status or dues label from the Members list, or use their details panel when you have other edits to make. Membership status, dues status and login access are separate settings.5 steps4 min readFor membership administrators
Prepare a membership roster for importPrepare your spreadsheet, assign a club category to each file, and check what ClubWorks would import. This guide stops at the checked preview; no members are added until you complete the separate import step.6 steps5 min readFor membership administrators
Resolve duplicate and invalid roster rowsIf a roster preview shows rows in Need a look or Duplicate rows, use the reason beside each row to decide what needs fixing. You can correct the source files and preview again without changing anyone already on your roster.10 steps6 min readFor membership administrators
Review membership historyReview a member’s past suspensions in their member details, then use audit activity to find recorded membership changes. These are separate records; there is no single member timeline.6 steps5 min readFor membership administrators

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Membership managementMembership management

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Membership managementMembership management

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Membership management

Membership management