Getting Started
A quick guide to setting up your club on ClubPilot.
The setup wizard
After creating your account, ClubPilot walks you through a step-by-step wizard to get your club ready. You’ll be asked to:
- Tell us about your club — Club type, size, and what you’ll use ClubPilot for.
- Choose your features — Enable the features you need: membership management, space bookings, classes and events, or all three.
- Add club details — Name, description, contact email, and website.
- Set your fiscal year — Your club’s accounting period for membership renewals.
- Upload your logo — Brand your club’s ClubPilot portal.
- Configure your features — Depending on what you enabled:
- Membership types — Create your membership tiers and pricing.
- Spaces — Add your courts, pitches, rooms, or other bookable facilities.
- Class types — Define categories for your classes and events.
- Payment instructions — Set up how members pay and what terms to display.
The wizard adapts to your choices — you’ll only see steps relevant to the features you’ve enabled.
After setup
Once the wizard is complete, your dashboard shows a checklist of remaining items to review before going live:
- Required items — Anything essential that still needs completing (e.g. adding spaces if you’ve enabled space bookings).
- Recommended items — Optional polish like reviewing email templates or fine-tuning booking preferences.
Key settings to review
Once your club is live, you can adjust everything under Settings:
| Setting | What it controls |
|---|---|
| Your Club | Club name, description, logo, and contact details |
| Features | Enable or disable features as your needs change |
| Membership Types | Tiers, pricing, and renewal settings |
| Payment Settings | Payment methods and Stripe integration |
| Email Templates | Customise the emails ClubPilot sends on your behalf |
| Club Admins | Grant admin access to other members |
Inviting members
Once your club is set up, members can:
- Sign up themselves — Share your ClubPilot link and members create their own accounts.
- Be imported in bulk — Use the member import tool under Settings to upload an existing member list.
Need help?
If you get stuck during setup, contact us at [email protected] — we’re happy to walk you through it.