Follow a useful setup path
Work through the guided wizard’s applicable steps for your club’s data, memberships, facilities, staff access and operating workflows.
People & operations · Guided onboarding wizard
A clear next step, from setup to season-ready.
Work through Clubward’s built-in guided setup wizard, with a clear path through the records, settings and workflows your club needs. Check what is ready, see what needs attention and get included help from our team along the way.
A personal demo built around your club’s day-to-day work.
Follow a useful setup path
When the day gets busy
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.
What gets easier
Built for the work behind the welcome.
Start with records you can use
Send us your current data for import and review the mapping and results with our team. Keep the record preparation connected to the setup decisions it supports.
Review readiness for next season
Use operational-readiness checks to spot unfinished billing, access or enrollment setup. Keep the remaining steps visible before members begin using those workflows.
Follow the workflow
From the first step to the follow-through.
- 1
Start the guided wizard
Review the club information and workflows you need, then follow the relevant setup steps in a clear sequence.
- 2
Prepare records and settings
Bring in your data and configure the memberships, billing rules and staff access that support everyday operations, with team help when needed.
- 3
Check the working whole
Review operational-readiness checks and complete outstanding items so your club knows what is prepared for the next season.
Before you decide
Good questions.
Clear answers.
We’ll confirm availability, setup and the details that matter to your organization.
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.
Your club. Your next chapter.
Let’s put your everyday on the screen.
Bring your questions about Guided onboarding wizard. We’ll shape the conversation around your team, your facilities and the way your club works.