Navigating Clubware

Overview

This article introduces you to the general navigation of Clubware.
The article is divided into the following four topics:

Prerequisites
General navigation
   Organisation level menu
   Branch level menu

 

Prerequisites

You must be able to login to Clubware.

Tip: More information can be found here:

How to log into Clubware

 

Note: This article refers to all features available in Clubware. Due to licensing, or your login Permissions, you may not have access to all of the features mentioned in this article.

 

General navigation

Clubware is separated into two main sections:

• Organisation level (light coloured menu) - provides multiple Branch control.
  
  

  Note: Even if you have a single Branch, you will still perform global operations within the Organisation level (e.g. create Membership plans or create Classes)

• Branch level (dark coloured menu) - provides single Branch control.
  
  

  Tip: Some menu options in Organisation level also appear in Branch level:

  • Members
  • Management
  • Staff
  • Reports

  At Branch level, the settings apply only to the specific Branch you are viewing.
  At Organisation level the settings apply to multiple Branches.

 

Organisation level menu

The Organisation level menu can be expanded or collapsed using the Collapse button (top left)

The expanded menu (default) provides descriptions and icons for each menu item.
The collapsed menu provides icons only and includes the icons in the grey-banded menu.

The Organisation level menu provides the following options:

	Collapse/expand the menu
	General settings
	Open knowledgebase articles
	Notifications
	User preferences/log out

 

	Select a Branch and enter the Branch level for that selected Branch Tip: More information can be found here: Branch level menu
	Add/modify/remove Members or Memberships Tip: More information can be found here: Members
	Add/modify/remove Classes and Membership plans organisation-wide. View Roles and Permissions, or Transfer Members between Branches Tip: More information can be found here: Organisation management
	Add/modify/remove Staff members organisation-wide Tip: More information can be found here: Staff
	Run/schedule Reports organisation-wide Tip: More information can be found here: Reporting

 

Branch level menu

The Branch level menu can be expanded or collapsed using the Collapse button (top left)

The expanded menu (default) provides descriptions and icons for each menu item.
The collapsed menu provides icons only and includes the icons in the blue-banded menu.

The Branch level menu provides the following options:

	Collapse/expand the menu
	Switch to Organisation level
	Switch to a different Branch
	Shopfront (Point of sale)
	General settings
	Open knowledgebase articles
	Notifications
	User preferences/log out

 

	Add/modify/remove Class sessions, Personal Training sessions, or Administrative sessions Tip: More information can be found here: Classes and sessions
	Add/modify/remove Members or Memberships Tip: More information can be found here: Members
	View Member Arrivals for the selected Branch Tip: More information can be found here: Arrivals
	View Point of sale transactions Tip: More information can be found here: View transactions
	Control the behaviour of correspondence (email or text messages) Tip: More information can be found here: Correspondence
	Modify Branch contact details, business hours, and address for the selected Branch Tip: More information can be found here: Modify branch settings
	Add/modify/remove Classes within the selected Branch Tip: More information can be found here: Branch management
	Add/modify/remove Staff members within the selected Branch Tip: More information can be found here: Staff
	Run/schedule Reports within the selected Branch Tip: More information can be found here: Reporting