Guide
What Is a Member CRM? A Guide for Clubs
Learn what a member CRM does, how household records and useful notes support member service, and what to ask when evaluating software for your club.
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Practical guidance for community teams, property managers, fitness studios, nonprofits and clubs. Start with your community or the task on your desk.
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Start with shared operations guides you can adapt to your community.
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Member Management vs. Membership Management
Understand member management vs. membership management, with household examples, renewal workflows and practical questions for choosing club software.
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What Should a Club Membership Database Track?
Build a useful club membership database around people, households, membership status and account context. Review fields, record owners and everyday staff handoffs.
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Membership Database Template & Import Preparation
Download a free membership database CSV template. Organize people and households, review duplicates and prepare a checked member list for your next system.
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Checklist
New Member Onboarding Checklist for Clubs
Use a practical new member onboarding checklist for clubs. Plan the welcome, household review, portal guidance, participation requirements and first visit.
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