A club administrator reviewing paperwork and a laptop at reception.

Setup assistant

A setup question.A useful next step.

Keep contextual setup guidance and everyday platform help inside the Clubward workspace. Understand the task while the relevant work is still in view.

Book a walkthroughExplore the workflow

For clubs, recreation facilities and the communities around them.

Oakfield Community
Setup guidanceStart with the task at hand
Current working areaMembership setupCurrent task

What should we check before renewals?

Relevant guidance, close to the task
  • Relevant guidanceKeep the question beside the workflowWithin reach
Practical help for learning the workspaceSample club data

Help that stays close to the task

Start where you are.Keep the work moving.

  1. Open the task

    Begin in the setup or operating workflow where you need guidance.

  2. Ask a focused question

    Look for relevant help with the step in front of you.

  3. Continue with context

    Apply the guidance or take a more specific question to support.

A club administrator reviewing paperwork and a laptop at reception.
Oakfield Community
Setup guidance conversationA question about the family package
Your setup question

What should we review before using our family package?

Relevant area

Membership package settings

Guidance to consider

Review the season dates and household eligibility.

Sample club data

A starting point inside the workspace

Less losing your place.More useful guidance.

Help new teammates understand the parts of Clubward their role uses.

  • Setup guidance

    Bring practical help closer to configuration questions.

  • Everyday learning

    Support staff as they learn a task in their assigned workspace.

  • A clearer handoff

    Carry the focused question forward when further support is needed.

Explore help & support

The question behind the next action

The task stays visible.The help stays relevant.

Use the setup context to understand what to do next and when to bring the team a more specific support question.

See contextual guidance
Oakfield Community
Current setup taskThe package details to review next
Working areaFamily membership setup
  1. Package nameFamily membershipIn view
  2. Applicable season datesCheck the dates your club intends to useReview
  3. Household eligibility settingsConfirm the club’s package requirementsReview
Sample club data

Setup assistant, explained

A few questions.A clearer next step.

Find answers about setup assistant for your club.

What can the setup assistant help with?

Use it for platform setup guidance, onboarding questions and help finding the next step in an everyday staff workflow.

Does the assistant replace human support?

It provides another route to helpful guidance. In-platform help and issue reporting remain part of the support experience.

How should staff start a setup question?

Start with the setup or everyday task where help is needed, then ask a focused question. Use the guidance to continue or bring a more specific question to your support team.

Find the next stepwithout losing your place.

Explore the questions your team faces during setup and everyday work.

Book a setup-assistant walkthroughExplore all features
Guides & planning for your club
A closer look at setup assistant

A clearer starting point for your team.

A new staff member should not have to interrupt the same manager every time they need to find the next setup step.

Bring a real example.

In your personal walkthrough, we’ll explore:

  • Common setup questions
  • Seasonal staff training needs
  • Assistant guidance and support handoff

A few questions before we talk.

What can the setup assistant help with?

Use it for platform setup guidance, onboarding questions and help finding the next step in an everyday staff workflow.

Does the assistant replace human support?

It provides another route to helpful guidance. In-platform help and issue reporting remain part of the support experience.