Add a new member

📝step-by-step guide

Step 1 – Start the process

• Navigate to your back office, example:

  👉 https://myclub.clubplanner.app/Account/Login
   

Step 2 – Add a new member

• Click the “Add” button to create a new member.

Step 3 – Fill in member details

• Enter personal details (name, date of birth, contact details).
• Then click on “Next".

Step 4 – Financial data

• Enter IBAN and BIC if you want to sell a direct debit.
  ⚠️ If you do not do this, no money will be debited from the customer's account next month.
• Does the member not know the BIC? Use the link button to fill it in automatically.
• Then click “Next".

Step 5 – Select membership & pay

• Select the desired membership.

  Promotional code appears automatically if linked. This can be removed.

• Select a payment method, e.g., Cash.
• You can split a payment across multiple methods.
• If payment is not made in full, an outstanding balance (remainder) will appear.
• Click on “Pay [amount]".

Step 6 – Signing a contract (More information about signing digital contracts.)

• If a contract is linked, it will open automatically.
• Are you using a tablet? Click on “Sign online”:
  • The contract is opened via a link on the tablet.
  • Click on “Sign online” again to read and sign.

Step 7 – Rounding off

• Click on “View Profile” to open the new member's profile and complete the flow.

💡 Tips

• Promotional codes may be removed if not applicable.
• Partial payments possible → remainder is tracked.
• E-sign: sign contract via URL.