ClubBase help center

How an owner logs in to My ClubBase and opens the right business from the list of CRMs, and how invited staff log in at the CRM address.

A separate business has its own CRM, and its addresses and rooms are set up inside it. Check locations, time zones, rooms and their capacity.

Choose the permissions for an employee, send the invitation and check that they log in to your studio CRM with their own profile. Five roles compared.

Search for a client by name or contact before creating a new profile, then check contacts, family, memberships, balance and attendance in one place.

Tell a catalog product apart from the membership a person bought: check price, number of classes, dates, purchase terms and the classes left.

Record money actually received, the payment method and the payer, then check the person’s outstanding balance in the profile and in finance.

Top up your ClubBase balance from a card automatically: a fixed amount in hryvnias, the charge date, a 10% bonus and how to turn it off in your account.

Find a class by date, location and room, check the list of people, scan the client’s QR code and read the attendance result and membership balance.

Choose your profile in the client account, book a spot in a group class and check that the booking is confirmed, or cancel it and free the spot.

Create a connection link in the client profile, give it to the right person, then check the link status, the studio and the bot commands.

Check the text and recipients of a one-off Telegram broadcast, confirm sending as a separate step and read the result of every message.

Ask the CRM assistant to find the right section, check its explanation against your records and tell an explanation apart from a change it made.

Prepare the columns of a CSV or Excel file, upload it to the CRM, fix the errors it shows and confirm the import once the rows are checked.

Create a studio API key, send a test lead from your server and check that repeating the request returns the same result without a duplicate.