You have members to sign up, classes to schedule, and a new business to promote. Clubworx gives you the tools for all three: online sign-up forms, a built-in calendar, and ways to promote your services across your website and social media.
If you're transitioning to Clubworx from another system, or transitioning to Clubworx with an existing Ezidebit account, check out our other intro guides.
How does Clubworx support your onboarding journey?
You'll be matched with an onboarding expert who guides you through the whole process.
Your free onboarding package includes a 30-minute onboarding consultation, where we get to know your business and requirements and put together a plan so you feel confident getting started.
You'll also get a free 1-hour training session covering the Clubworx basics. Already comfortable using Clubworx? Use this session to ask questions instead, or go deeper into more advanced features.
Get in touch with the support team through chat, or email support@clubworx.com to arrange your onboarding consultation or training session.
Want a completely hands off approach to your onboarding?
Not everyone wants to handle onboarding themselves, and that's fine. Our 5-hour or 10-hour Onboarding Packages take care of your software transition — our team handles your data and sets up your Clubworx account to meet your requirements.
Let's Get Started!
Step 1 - Activate your account
Activate your Clubworx account by adding your credit card and selecting the plan you need on the subscription page. To do this, click on the menu at the top right of your Clubworx page and select the option for My Subscription.
Step 2 - Connect your Payment Processor
Connecting a payment processor to your Clubworx account allows you to automate client payments and streamline your billing. If you'd like to set up a payment processor, our support team is here to help.
Contact us at support@clubworx.com or reach out via live chat through your Clubworx account, and we'll guide you through the process.
Step 3 - What are you going to sell?
Let's define exactly what your members will be signing up for. Will they be purchasing class packs, casual passes, or ongoing memberships? Will you be offering any special promotions for opening day?
Once you've made these key decisions, you can create your memberships under Settings > Membership Plans. In Clubworx, membership plans let you design structured offerings for your clients with flexible billing options such as upfront payments, recurring subscriptions, or casual drop-ins. These plans automate payments, track attendance and manage member access.
If you're planning an opening day deal, set it up as a separate membership offered for a limited time, tracked separately from your standard memberships.
Step 4 - Creating your Class Timetable
If you plan to offer classes or sessions, setting up your timetable is an essential step in preparing to launch your business. Adding events to your calendar lets new clients book sessions, and you can promote your services with free trial classes. See our instructions for adding events to your calendar.
Once your calendar is set up, don't forget to integrate your Clubworx calendar with your business website.
Don't have a website yet? That's no problem. Clubworx offers a Free Hosted Website.
Step 5 - Create your sign-up form
Clubworx Online Forms make it simple to create a one-step sign-up process for your members. By creating a Sign Up Waiver, you can convert prospects into paying members while gathering all the information you need.
Your waiver allows you to:
- Collect contact details
- Secure acknowledgement of terms, conditions, and liability release
- Gather payment information
- Capture additional details through a customisable questionnaire
Waivers can be completed in person or via a shareable link. Promote your waiver link on your website, across your social media channels, or send it directly via email or SMS to make signing up quick and convenient for new members.
Further questions? Contact our team at support@clubworx.com.