Managing your members

Learn how to effectively manage your members in Hello Club

25 articles in this collection
Written by Adam Reis, Molly Rainey, and Pierre Odendaal

Adding new members

Adding new members

A step by step guide to adding individual members

Written by Adam Reis
Updated over a week ago

Importing members

A guide on how to quickly import all your existing members in bulk

Written by Adam Reis
Updated over a week ago

Managing default fields

Decide what member information is relevant and which information shouldn’t be collected

Written by Adam Reis
Updated over a week ago

Setting up custom fields

Find out how to set up custom fields to capture more information from your members

Written by Adam Reis
Updated over a week ago

Members without an email address

How to get members without email address to sign in to Hello Club

Written by Adam Reis
Updated over a week ago

Members with the same email address

This article explains how you can manage members that share a single email address, for example a couple or a family

Written by Adam Reis
Updated over a week ago

Sending welcome emails

Send welcome emails for easy onboarding of your members or to help members that have forgotten their login details

Written by Adam Reis
Updated over a week ago

Template emails to notify your members

Use these template emails to notify your members that you are switching to a new member management or booking system

Written by Adam Reis
Updated over a week ago

Self registration of new members

Self registration of new members

Allow new members or casual players to register and sign up for your club themselves with optional approval from an administrator

Written by Adam Reis
Updated over a week ago

Allowing members to invite their friends

Grow your club or organisation by allowing your members to invite their friends to join

Written by Adam Reis
Updated over a week ago

Approving or rejecting pending members

Find out how to approve or reject newly registered members that are pending approval

Written by Adam Reis
Updated over a week ago

Managing existing members

Creating and managing member groups

Group your members into categories or cohorts

Written by Pierre Odendaal
Updated over a week ago

Highlighting members on the home page

Find out how to highlight members on the home page to promote them or their services to your other members

Written by Adam Reis
Updated over a week ago

Archiving and removing members

How to archive or permanently remove a member from your club

Written by Molly Rainey
Updated over a week ago

Viewing archived or pending members

Looking for an archived member or want to see members pending approval that have recently signed up?

Written by Adam Reis
Updated over a week ago

The member directory

How to setup the member directory so that your members can view and discover each other

Written by Molly Rainey
Updated over a week ago

Communicating with your members

Emailing your members

Send emails to your members directly from within Hello Club

Written by Adam Reis
Updated over a week ago

Birthday emails

Find out how to set up automatic birthday emails

Written by Molly Rainey
Updated over a week ago

Customising email templates

Learn how to customise outgoing emails

Written by Molly Rainey
Updated over a week ago

Social media links

Promote your social media presence among your members

Written by Adam Reis
Updated over a week ago

Managing staff

Managing staff

Find out more about managing staff members and how to keep them apart from regular members.

Written by Adam Reis
Updated over a week ago

Displaying staff members on the home page

Learn how to display the details of your key staff members on the home page

Written by Adam Reis
Updated over a week ago

Managing member roles

Learn how to assign specific roles to your members with elevated permissions

Written by Adam Reis
Updated over a week ago

Differences between the member roles

Find out more about the different roles that you can assign to your members and what permissions these roles provide.

Written by Adam Reis
Updated over a week ago

Changing the account owner

Find out how to change the Hello Club account owner

Written by Adam Reis
Updated over a week ago