Welcome to ClubSoft, in this guide we will talk about logging in as a user.
Simply navigate to the link provided by your club administrator (or you can go to: https://app.clubsoft.co) and login with your email.
Once you are signed into the ClubSoft app you will have access to a couple different tabs related to your club.
Video Walk Through
Here is a quick video walking through the user interface.
Navigation
From the menu on the left you will have access to each of the different sections below:
Dashboard – displays multiple important details from your club, including Club Announcements, Active Members, Upcoming Events, and Available Resources (such as Moorage). You will also see a list of Upcoming Events, Your Invoices and Resources assigned to you. Additionally you will see the newest members, and Quick links.
Members – Member Directory – From the member directory you can search for other members and view their contact information.
Member – Board & Committees – On this page you can view club officers, and committees from one page and view their contact information.
Resources – The resource page will display all resources your club has such as moorage or parking spots that are assigned. From here you can also join waiting lists and view moorage maps and related documents.
Documents – Club Documents – You can view and download club related documents such as by-laws, policies and rules.
Documents – Forms – View and print blank forms.
Documents – E-Signed Documents – From this page you can view signed documents that you signed with your club.
Classifieds – From this page you can view items other members have listed for sale, you can also advertise items you would like to sell.
Yacht Club Shop – This page links to your clubs store (if one has been enabled by the administrator). From here you can purchase different club apparel or items.
Events – From the events page you can view, print and RSVP for upcoming events your club is hosting.
User Profile
To navigate to your user profile from the top page of the Dashboard click on your profile image at the top right of the screen and click view profile. Or you can click on your name from the bottom left of the menu bar.
Overview page – From the user page, you can update your contact information, add a spouse or partner, add registered items such as boats, RVs or other related items to the club. You can also view your membership card and hide yourself from the membership directory (if enabled by your cub).
Resource Page – Under the resource section you can view Assigned Resources and Waiting Lists, you can temporarily check in and out of a assigned resource (for example if you would like to leave your moorage space for a week, this will notify the club that you may be gone during this time). You can also view Waiting List positions, you can also join additional waiting lists or leave a waiting list.
Financial Page – Manage your payment methods and view upcoming invoices and past payments from this page. You can also make a payment on invoiced items and view receipts of past transactions.
Documents Page – From this page you can view and upload documents required by the club, you will also see any signed documents that you signed for the club.
