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Welcome to ClubExpress!
You can access your website by logging in with the username and password you specified at signup to get started.
Meet Erika and Sam, members of the ClubExpress team.

Erika will help you with the look and feel of your website, and setting up your menus, home page and custom pages. Sam will help you get to know the Control Panel, set up your memberships and configure your modules. 

First, we’ll help you complete the Check List, then we’ll help you make the most of your Trial to create a website your members will love. We’ll even include ClubExpress pro-tips along the way.



WELCOME EMAIL

Congratulations on joining ClubExpress! You're at the start of your journey to a great new online home for your club or association. Let's take a look at where you're headed.
LAY THE FOUNDATION

Create your Member Types
BUILDING A ROUGH FRAME I

Configure your Renewal and Expiration Settings, whether you have rolling renewals, or every member renews on the same date.
BUILDING A ROUGH FRAME II

Configure your People Options
INTERIOR FINISHES

Make sure your website looks great! We'll help you set up your Website Look & Feel in the Website Tab.
GET THINGS MOVING AND FLOWING, DRIVEWAYS AND WALKWAYS

ClubExpress has over 20 built-in modules. We'll help you pick out and configure the modules you'll use. Decide how your members and non-members will navigate their way around and configure your website menus.
LET'S STOP AND SMELL THE FLOWERS

You've worked really hard to complete the Setup Check List. Take a break before we tackle more topics in our Trial Mode Series.
EXTERIOR FINISHES

Build your website's curb appeal. we'll help you set up your home page.
MAINTAINING YOUR WEBSITE

Now that you've built your site, we'll make sure you know how to use the great features, and stay on top of new ones.
 

Review Your Check List


When you sign in, you will see a Check List that already has two items completed. This is because your club information and subscription agreement were covered when you signed up for a free trial.  If you need to edit that information, you can do so now by clicking the item, or later in the Control Panel of your website. 
 
Today we’re going to set up your organization’s privacy options.  Do you sell your member data to third-party organizations? If you do, you should enter in a few words describing that to your members.  
 
We recommend you elect a senior staff member to be responsible for the protection of your member and non-member data, including reviewing member requests to be “forgotten”. 

Speaking of requests to be removed, if you have memberships which include multiple people, what should happen when the primary member asks to be “forgotten”? Should all associated member data be forgotten, or should the members simply be dropped?

"That’s it! You’ve completed your first task.  In the meantime, you can work ahead to get your site in Trial Mode faster, read more about privacy options here and here, or watch a webinar on privacy.  In our next tutorial, we’ll set up your member types."


Lay the Foundation
Create your Member Types.
Last time we talked about privacy options, today we’re going to lay the foundation for your club and set up your member types.


Do you have memberships that include multiple people?

How about a trial membership, or a gold-level membership that includes special access to exclusive content and events? 

You have one standard membership set up already, and you can edit that type, or keep it as-is. 

Start by adding a name and description of your member type.  The name and description will each appear when member is signing up or renewing, so make sure the description is clear.


We'll talk about renewals and website menus in later tutorials.
Do you have member types which include multiple people?

For example, a corporate membership for professional associations.  The primary member is the person or corporation signing up for  the membership, and any member also included in the membership is a secondary or tertiary member.  Secondary members will each have their own login and password; tertiary members will not be able to log into the website. With ClubExpress, you can configure as many membership types as you need

Next, we’ll set up your renewal and expiration settings. In the meantime, you can watch our tutorial and webinar on managing member types here.

Up Next
Building a Rough Frame I
Configure your Renewal and Expiration Settings, whether you have rolling renewals, or every member renews on the same date.

BUILDING A ROUGH FRAME I 
 Configure your Renewal and Expiration Settings, whether you have rolling renewals, or every member renews on the same date. 
For rolling renewals, just decide what happens when members renew after their membership expires. 



For example, you can elect to have the member’s new expiration date based on their old expiration date, regardless of when they renew.


Whether your members renew on the same date or anytime, ClubExpress can handle it.


For rolling renewals, just decide what happens when members renew after their membership expires. 

For example, you can elect to have the member’s new expiration date based on their old expiration date, regardless if your members renew on the same date, specify the date your membership cycle starts, and whether you offer a lag period in which new members can join before the beginning of the membership cycle.  

You can also indicate if you want expired members to pay for missed membership cycles when they finally do decide to renew.


ClubExpress can automatically send up to three renewal notices to remind your members to renew their membership, or generate a renewal pop-up for members which appears when they log into your website.  

Protip
When configuring your renewal notices, if you’d like the last renewal to be sent after the membership has expired, you’ll need to make the “days” field a negative number.




Finally, decide if you want members to expire on their expiration date, or shortly after with a lag period, and whether members can renew on their own once a membership expires or if only administrators can renew expired members.

Up Next!
Building a Rough Frame II
Configure People Options



BUILDING A ROUGH FRAME II
Configure People Options 
First, we’ll go through your Membership settings.


How do your members join your club or association?


Do your members have a second address they only use part of the year? 
Decide what personal information you want to capture from your members when they sign up and if you want to show member achievements.


Protip
If you allow members to make any changes to their account after they’ve signed up, make sure you select “Yes” to charge for membership changes made through the profile.
This ensures the proper fees are collected for any membership changes, like adding new secondary or tertiary members.


Primary Members
Secondary Members 
each have their own username and password, and have access to the member side of your website.  These would likely be a spouse in a family membership, or members of a corporate team in a business membership.  
Tertiary Members
do not have their own username and do not have access to the member-only side of your website.  An example of tertiary members might be children in a family membership.



"This is also where you determine what happens to members who sign up, but never complete the payment process."



For example, you may send a warning message, or drop their membership if they don’t complete payment within 15 days.

You did it! You set up your People Options in just a few minutes.  
 
Up Next!
Interior Finishes
Make sure your website looks great! We’ll help you set up your website look & feel in the Website Tab.




Interior Finishes
Make sure your website looks great! We’ll help you set up your Website Look & Feel in the Website Tab.  

Today we’re going to work on the interior finishes of your website and select the overall layout, design and colors.  


“The Look and Feel of your website is configured using our Site Editor Toolbar, which you’ll see floating on the right-hand side of your screen.  When you make any changes, you’ll see a preview immediately.  


You can choose to either apply those changes, or revert to your last saved changes to undo your selection.”
Template – Select one of these to use as a starting point for your website.  You can keep the look as-is, but we recommend changing the layout, colors and styles to make the website your own!


PROTIP!
Use a Responsive layout to ensure your website will look great on a tablet or mobile phone!


Layout – The layouts available are based on the template you’ve chosen, and determine where your menu and common content will sit.

Colors – Pick a color scheme for your website from our predefined color collections.

Watermark – The Watermark of your website is the background for the content of your website, and sits on top of the Background.

Text Styles – Format the font style and color to be used across your website.

Menu Style – Choose the style for the main menu of your website menus.
 
Page Tools Widget – Decide if you’d like the Page Tools Widget, which you can use to access the back-end of any web page, to appear as a floating bar, or a slide out menu.

Page Header – You can edit the Page Header using either our Simple Editor or Advanced Editor. Select a background image for your header, and even insert text or change the background color.

Background – Choose a background color or image for your website from our selection, or upload your own image!

Width – If you haven’t selected a Responsive layout, you can customize the width of your website to make it narrower or wider.  Keep in mind not every user will have the same size screen, so choose a width that will work for most users.

Design – Customize the look of headers and content boxes on your website.

Custom CSS – For experienced web designers, you have the option to create and add custom styles.

Take some time to experiment with all of the different options! The revisions you make only appear for you while you’re previewing your changes. Once you’re happy with your design, click Apply to apply them to your website for everyone to see. To go back to your previous design or to cancel your changes, click Revert.


We'll talk about renewals and website menus in later tutorials.

Up Next!
Get things moving and flowing, driveways and walkways
We’ll help you pick out the modules you’ll use and determine how users move around your side by configuring your menus.

Get Things Moving & Flowing
Pick Your Modules and configure your menus

Do your members enjoy sharing ideas with each other, or writing about new topics? Enable Discussion Forums and Blogs, so your members have a place to share their knowledge. 
If you host events or meetings for your members, enable our comprehensive Event Calendar to create events and allow members to register or volunteer (by also enabling our Volunteering module).

Each of our modules are designed to help you maintain and grow your organization.  They can even be customized to allow members and non-members to post their own content, with or without admin approval.  
Choose the modules that best fit your organization’s needs.

Do you offer Trial memberships and want to limit the items those member can see?
 Or do you want only Admins to have access to your Document Library? 
 
You can go back and edit your member types to use a menu other than the default member menu, to further customize information they can access.


You can create as many menus and submenus as you need, including menus which are available to members only, and even specific member types. 

PROTIP

Horizontal menus across the top of your website look much better when you limit menu choices to fit on one row. Use sub-menus to group items together, for example, a Communications option which includes Blogs, Forums and News Articles. 


Up Next!
Stop and smell the flowers!

Stop & Smell the Flowers!
Set up your homepage


In the meantime, check out the additional resources we provide to familiarize yourself with your website and its many features!



View Our Webinar Schedule

 

You can view our upcoming webinars here; we invite you to join us and learn something new!

Customer Success Line


Our live Customer Success is unparalleled, based in the U.S., and available by phone or email.

US & Canada (866) 457-2582 or (847) 255-0210
AUS 03 9068 9993 | UK 020 3129 9822

Online Help System


Our Online Help System covers every feature and function in detail, and each page of your site offers context-sensitive help, so you never need to hunt for the answers you need.


Up Next!
Exterior Finishes
Build your website’s curb appeal! We’ll help you set up your home page.
 



Exterior Finishes
Build your website’s curb appeal! We’ll help you set up your home page

When you visit your own home page, you’ll see stock images and text which act as placeholders for content. Use the Page Builder and Toolbar to edit the rows of content on your home page by adding widgets.

Each section of content can now be edited by clicking the individual Edit icons.

Home pages and custom pages on ClubExpress are built using our Page Builder.








Up Next!
Final Walkthrough with builder
You did it! You’re ready to enter Trial Mode!

FINAL WALKTHROUGH WITH BUILDER
You Did it! You're ready to endter in Trial Mode


As long as you’ve completed all the other items, and have a green checkmark next to each one, you can give us a call
at (866) 457-2582 or (847) 255-0210 (03 9068 9993 for Australia or 020 3129 9822 for the UK) and a member of our team will activate your free trial.

Once your site is in Trial Mode you’ll have 60 days to experience everything ClubExpress has to offer. We want to make sure you take full advantage of that time, so Erika and Sam are going to come back to help you!

Right now, we want you to stop and smell the flowers. You’ve worked hard to complete the Check List, so take a short break, and stay on the lookout for the first step in your journey through Trial Mode.


What others are saying about ClubExpress :

Read ClubExpress reviews on G2