Welcome to ClubReady! This checklist covers the essential system settings to complete first when onboarding to ClubReady. These steps help ensure your site is properly configured for sales, contracts, and reporting before you begin working with staff or customers.
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Sales Tax Settings
- Setup > Sales > Sales Settings > General
- Confirm your products, memberships, etc. are setup with the proper tax (if applicable)
- Learn more: Create a Sales Tax Schedule, Creating Sales Tax Defaults
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Sales Package Contract
- Setup > Sales > Sales Packages
- Select the contract per sales package that your customer will need to sign.
- Learn more: How to Determine what Contract is being used in a Sales Package
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Internal Reports
- Setup > Communication > Internal Reports
- Set your email to receive emailed reports from ClubReady.
- Learn more: Internal Reports