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Guided onboarding wizard
Your next season.A considered beginning.
Follow Clubward’s guided setup wizard with your records, memberships, billing and staff access in view. Review readiness with included help from our team.
For clubs, recreation facilities and the communities around them.
Oakfield CommunityGuided onboardingA clear path into Clubward
Welcome to your workspaceOakfield Community- Club informationOakfield CommunityStart here
- Records and settingsPrepare the workflows your team needsNext step
- Readiness reviewCheck the working journeyBefore launch
From current records to a working foundation
Bring your club.Build the starting point.
Follow the wizard
Work through the relevant setup steps for your club and its workflows.
Prepare your records
Review imported data, mapping and settings with our team.
Check readiness
See what is prepared and which billing, access or enrollment items remain.
Oakfield CommunityMember import reviewThe household in your imported records
Maya LewisLewis household
Record being reviewedLewis household
- Primary contact mapping
- Maya Lewis
- Household relationship review
- Adults and children on the accountWith our team
- Membership mapping
- Family package
Setup around the club you actually run
Usable records.A useful way forward.
Keep the data work connected to the operating decisions it supports.
Data review & import
Bring your current records and review the mapping and results together.
Guided configuration
Work through memberships, billing, facilities and staff access.
Included team help
Get assistance while reviewing setup and remaining readiness items.
Know what is prepared
The setup takes shape.The next step is visible.
Review unfinished billing, access and enrollment setup before members start using those workflows.
See the readiness review Oakfield CommunitySetup handoffFrom prepared records to a readiness review
Prepared recordsReadiness review
- Guided setup workClub records and applicable settings
- Remaining readiness itemsBilling, access and enrollment reviewIn view
- Team walkthroughReview the next setup questions together
Guided onboarding wizard, explained
A few questions.A clearer next step.
Find answers about guided onboarding wizard for your club.
Can the wizard guide us through setting up Clubward ourselves?
Yes. The built-in wizard gives your club a guided path through the applicable setup steps. Prepare the records and settings for your workflows, then use readiness checks to see what still needs attention.
What if we would rather have your team lead the setup?
Optional team-led white-glove setup is included. You can send us your current club data for import and have our team guide the configuration and review with you, or use the wizard and ask for help along the way.
What should we gather before onboarding?
Start with current member data, household relationships, membership options and the rules your team follows for billing and access. A sample of the files you use today helps frame the import and setup conversation.
Part of your day.Part of the whole.
Connect this workflow to the people, spaces and records behind it.
Explore all features
Give the next seasona prepared beginning.
Bring your current records and the operating workflows you need to set up.
Guides & planning for your club
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The hardest part of a move is knowing what comes next
It is easy to finish individual settings and still miss the step that makes a workflow usable. Give club setup a shared sequence, so data, membership rules, billing and access come together before the season starts.
Your records need decisions, not just an upload
Households, membership details and account information may be spread across several files. Importing them without agreeing how they should fit together can carry yesterday’s confusion into the new platform.
Settings depend on other settings
A team can complete individual screens and still miss the connection between membership rules, billing and access. Without a sequence, setup becomes repeated backtracking.
The launch rests on one busy person
When only one coordinator understands the remaining work, every question returns to them. A shared setup path makes it easier to explain progress and ask for focused help.
Bring a real example.
In your personal walkthrough, we’ll explore:
- Built-in guided setup wizard
- Existing data review and import
- Membership, billing and staff-access setup
- Operational-readiness checks for next season
- Included team help when you want it
Make the move manageable for your team
What should we gather before onboarding?
Start with current member data, household relationships, membership options and the rules your team follows for billing and access. A sample of the files you use today helps frame the import and setup conversation.
Which records should we review after an import?
Choose representative households, individuals and membership arrangements from the original data. Compare the imported relationships and important account details with those examples, including an unusual case, so the review reflects the people your club actually serves.
How do we decide when we are ready?
Review the imported records and the workflows members will use, then close relevant readiness gaps. Agree who owns the remaining tasks so launch decisions reflect the operating journey, not simply the number of settings completed.
Can the wizard guide us through setting up Clubward ourselves?
Yes. The built-in wizard gives your club a guided path through the applicable setup steps. Prepare the records and settings for your workflows, then use readiness checks to see what still needs attention.
What if we would rather have your team lead the setup?
Optional team-led white-glove setup is included. You can send us your current club data for import and have our team guide the configuration and review with you, or use the wizard and ask for help along the way.