Moving to Clubworx with Ezidebit involves a few clear steps — setting your Go Live date, importing your contacts, and getting your membership plans set up. This guide walks you through each one, so your members' payment schedules keep running without a gap.
How long will this take?
The migration process typically takes 10 business days. We'll work to your preferred timeline where we can, but every business is different — how long it takes also depends on how quickly you can complete each step.
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 together 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?
Our 5-hour and 10-hour Onboarding Packages take care of the setup for you — we handle your data and set up your Clubworx account the way you need it. Getting started with Clubworx is straightforward, but if you'd rather spend that time with your members instead of your software, these packages do the setup on your behalf.
Let's Get Started!
Step 1 - Activate your Clubworx
Step 2 - Set a 'Go Live' date with Clubworx and Ezidebit
This is the date your current payments switch over from being scheduled by your current software to Clubworx. On the chosen Go Live date, Clubworx ports your customer payment methods from Ezidebit to your Clubworx account, so you won't need to recollect these.
Communicate your Go Live date to your Clubworx onboarding consultant and your Ezidebit representative. Having everyone on the same page makes the transition easier.
Step 3 - Import your contacts into your Clubworx account
The Clubworx bulk import feature lets you add up to 1,000 new contacts at a time using a CSV template. After uploading your file, you'll review and map each column to the correct Clubworx field before confirming. Correct any errors and start the import, and you'll see a confirmation message with your new contacts in the system.
Step 4 - Create your membership plans from Settings > Membership plans
In Clubworx, membership plans let you create structured offerings for your clients, including flexible billing options such as upfront, recurring or casual payments. These plans automate payments, track attendance and manage member access.
Step 5 - Assign memberships to your members
Once your membership plans are created and your contacts are imported, your Clubworx consultant helps you assign memberships to each member. This step generates the payment schedules for your paying members.
To make this easy, your onboarding consultant provides a spreadsheet where you list which membership applies to each member, and adjust payment amounts for any discounted memberships. Once you return the completed spreadsheet, your consultant takes care of uploading it.
Your onboarding consultant provides you with our membership upload CSV, which includes the names of your active members. For each member, you'll enter the membership name, start date, payment amount and the date their next payment is due.
You can also include details such as payment frequency, length of membership and number of classes remaining, if applicable.
Filling out a spreadsheet isn't always straightforward, so reach out to your onboarding consultant any time you have questions. They're there to help you get it right.
Step 6 - Go Live with Ezidebit
On your Go Live date, your Clubworx onboarding consultant coordinates with Ezidebit to link your Ezidebit payers to their corresponding Contacts in Clubworx. Once complete, member payments begin processing according to the schedules you've set in Clubworx. You'll also see each member's wallet details automatically populated in their profile.
Once the above steps are completed, we recommend setting up the rest of your Clubworx account. Here's a suggestion for what to do next.
Styles and ranks can be uploaded at any time after the member information upload, regardless of whether a Go Live date has been set. This is a separate spreadsheet to the member information upload and the membership upload. This upload is available as a paid service for a small additional fee — enquire with your onboarding specialist to arrange it.
Further questions? Contact our team at support@clubworx.com.