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General
Learn more about Club Planner and its functions.
- Can I test my club myself?
- Create a new email and edit existing emails
- Customize your personal dashboard in the MyClubPlanner app
- Do you have a specific question about your club?
- GDPR Data protection
- How can I change my club’s hours of operation?
- How can i contact Club Planner support?
- How do I activate the SMS functionality in Club Planner?
- How do I add a photo to an email?
- How do I convert an email template from HTML to plain text?
- How do I create a report?
- How do I send large files without using email attachments?
- How do you send a payment receipt to a member after they purchase a membership?
- Link the payment terminal to Club Planner
- My client is not receiving push notifications. What could be the reason?
- My emails are ending up in the spam folder. What should I do?
- My member is seeing the following message on the mobile app: “You are already logged in on another device.” How do I fix this?
- Overview of the dashboard charts
- Send emails via Club Planner
- Sending an email or newsletter to members
- Superlinks
- Where can I find my sales report?
- Where can I find the Club Planner manual?
- Where can I find the general terms and conditions of Club Planner?
Club
Learn how to edit club information such as terms and conditions, company details, address, social media, etc.
Employee
Learn how to efficiently manage employees, authorization groups, and the activation and deactivation of employee accounts.
Members
Get quick insight into frequently asked questions and best practices regarding members, membership rights, reservations, and more.
- Add a new member
- Add a suspension to a member.
- Add required fields to registration forms
- Create workouts and add them to members
- Customer can't log in to the app
- Deleting or canceling a reservation: what's the difference?
- Editing Registration Forms
- Filter member list and perform actions
- How can customers switch clubs in the app?
- How can you encourage employees to exercise at the company gym?
- How do I add new exercises to a workout?
- How do I change a customer's IBAN number?
- How do I check in a member?
- How do I punish members?
- How do I send push notifications to members?
- How do you link a membership card to a customer file?
- How many new members do I have this month?
- Member Check-in
- Move members from the waiting list to the reservation list
- Viewing and understanding a member's retention status
- What is a bookingwizard? How do you use it, and how do you set it up?
- Where can you store a customer's personal information?
- Why can't a member cancel their reservation?
Planning
Learn how membership settings affect club access and class reservations. Troubleshoot common booking issues and adjust rights to ensure seamless member experiences.
- Add a new activity type
- Add manual reservations and recurring reservations
- Adding a new location to your calendar
- Create new calendar
- Deleting or canceling an activity: what's the difference?
- How can I delete activities from my calendar in bulk?
- How can I perform bulk operations on scheduled activities?
- How can I refund a paid reservation?
- How can you repeat or extend the activities in the calendar?
- How do I set a maximum number of reservations per week for a membership?
- How do I view or edit the list of reservations for a specific class?
- How many activity blocks did my coach schedule for a specific period?
- Memberships provide access to activity reservations
- My member can't see any calendars. Why is that?
- Overview of calendar and reservation settings
- Schedule lessons in calendar
Memberships
Learn how subscription settings and rights impact member access, reservations, and class bookings in Club Planner. Troubleshoot, view, or adjust membership entitlements efficiently.
- Create a (recurring) membership
- Digital contracts
- How can I cancel or resume a subscription with automatic renewal?
- How can I give my members discounts?
- How can I increase (index) the prices of my subscriptions?
- How can I replace an incorrect contract?
- How can I upgrade my current subscription?
- How can I use credits?
- How can I view the change history within my club?
- How can you use options?
- How do I allow members to pause or cancel their own membership?
- How do I deactivate a membership?
- Manage columns/table data
- Reactivating a recurring membership & removing the expiration date
- Sell a membership to an existing member
- What is pro rata?
- Where can I find my memberships?
Financial
Learn more about (online) payments, bank batches, the Bartending module, and other financial functionalities.
- Create a gift card
- Create an invoice for a subscription line
- How can I find invoices?
- How can I view my outstanding invoices from Club Planner?
- How can you export invoices to a UBL file?
- How do I create a credit note?
- Registering my company with Peppol
- Setting up Bartender
- Using Bartender
- Why has my license expired or is it about to expire?
Hardware & Access Control
Find information here about physical scanners, e-ID readers, turnstiles and automated doors.