clubs_support

112 articles found

Monthly billing

clubs_support2023-04-24

Monthly billing allows you to bring all of a member's expenses together on a monthly invoice.
(not only activities, but also Bars consumptions, if this module is installed)

This setting is only accessible to the Klubs admin.

Procedure

At the start of a new month, each time the previous month (activities and Bars) can be billed together:

  • monthly billing for the entire previous month (1st day to last day)
  • all invoices or individually per member

Processing

Invoicing then goes through regular financial processing (Yuki or Treasurer) with an invoice line for each transaction.

This then also with care for correct processing, as in individual billing:

  • VAT code
  • General Ledger Account.
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Billing Interface

clubs_support2023-03-27

For our two pairings (Yuki and Treasurer), we've fleshed out the settings a bit further.

With an indication of the Ledgers used for both, or the Sales Category.
And also a test for the status of the link.

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Support follow-up

clubs_support2023-03-11

To streamline our support a bit, we have a separate mail address support@klubs.be. We will follow this up from now on with a comprehensive customer service software.

And, no, this is not because we get a lot of support questions, but rather to follow them up better and especially faster.

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Corporate Member Management

clubs_support2023-02-24

In some associations, or rather federations, membership management is not individual, but rather at the corporate level.

 [The use of Corporate Member Management is managed through an Advanced Setting]

Klubs can also be set up for Corporate Member Management. The Member List is then displayed as a list of companies with the association members within the company next to it.

Members' individual profile remains identical with Personal, Company and Billing data.

This setting is only accessible to the Klubs admin.

Companies list

Additionally, in the Management module, there is a list of companies with indication of company info and also the number of members within the company.

Company detail

And also the ability to specify further company info.

In Corporate Member Management, by company:

  • Company name
  • ID
  • Logo
  • Type of business

Company type

Separate ability to manage business types.

With indication of the number of companies by type, via click on the number, directly to the list of the relevant companies.

Company Link

When activating a new member (Review Membership), there is the option to assign a company here.

With following features:

  • Assign to a company from the list
  • Automatically add new company to the list.

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MailChimp Integration

clubs_support2023-02-14

Use MailChimp for sending large mailing campaigns and building landing pages.

Setup

Prior to using the MailChimp integration, the API link must be set up.

This requires a number of keys and IDs. You can find these in your MailChimp Account info.
(To do this, click on your Account logo, bottom left corner of MailChimp or MailChimp API Keys)

  • API Key
    Via API Key generation
  • MailChimp Domain
    the number-letter combination at the end, after the "-"
  • List ID
    In the specific audience, go to Settings / Audience Name / Audience ID

Use

In the Admin - Member Overview, you can sync contacts with MailChimp using the button.

And after the Sync, you get to see the result.
So the sync is going to add new members and remove deleted members (in Klubs) also in MailChimp.

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Treasurer

clubs_support2023-02-05

A number of clubs (NPOs, as well as actual associations) require or require accounting. We like to refer here to a long read around Bookkeeping.

And then pay particular attention to Treasurer a singular accounting system that does exactly what it stands for, the Treasurer for your association.

Besides the link with Yuki, for double-entry bookkeeping, so now also the link with Penningmeester, for single-entry bookkeeping. But with full automation (bank link) and extensive reporting.

Treasurer, Read all about it here or request a demo.

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Specific Invitations

clubs_support2023-02-05

Public Activities

You can also invite Prospects, or the general public, to an activity and track registrations.

Setup

To do this, create a regular activity with all the info: location, timing, calendar, ...
Make this activity public and copy the Public Link.
Save all the settings you created.

Use

You can now use this activity, only specific is the invitation

  • Mail invitation or via Mail campaign
  • Invitation via social media or personal mail

Use the copied url (...klubs.be/activity_detail?id=3)

Registration

Registration is done through a separate web page specifically for this activity, but complete in your own club identity.

Follow up

Follow up from the admin, such as other activities:

  • Full registration: personal data, billing info, possibly meta fields
  • Attendance is indicated separately: registration via public link
  • Ability to pay in advance through Mollie activity
  • After registration, a confirmation of registration also follows by mail
  • The regular billing where this Guest / Prospect, is billed correctly.
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Profile - Photo

clubs_support2023-01-12

To edit a member's photo, do the following:

  • Click on the name of a member
  • Then click on the icon 👤 in the upper left corner
  • In the popup that appears, choose a photo on your computer and save

For formatting profile photos, please refer to the Canva
Image Tool

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