Champagne

Your first day

The five things to learn first when you join your club's team, in order.

New to the back office? Learn these five tasks in this order. Each one links to the page that explains it step by step. What you see depends on your staff role, so skip a task if its section is missing from your left menu. Who sees what lists what each permission shows.

Sign in and find your way

Accept your invitation, sign in and learn the left menu. See Sign in and find your way.

Find a member

Search the People list and open a member's profile. See Manage members.

Handle the day's reservations

Read the calendar of a category, add a booking, move it or cancel it. See Handle reservations.

Welcome people at the door

Check tickets, record departures and refund security deposits. See Check guests in and out.

Answer messages

Read and answer member messages in Chats. See Answer messages.

Once you know these, the rest of this part of the guide covers applications, member profiles, finance, newsletters and housekeeping.

On this page