We continued improving ClubSoft throughout July with updates focused on the Marketplace, QuickBooks invoicing, reporting, document workflows, staff tools, and overall system stability.
Marketplace & Online Store Improvements
ClubSoft’s Marketplace received several major improvements this month, making it easier for clubs to sell merchandise, apparel, services, and other items online.
Recent Marketplace updates include:
- Added Marketplace cart and checkout process
- Improved product setup and management
- Added apparel size options for products
- Added Marketplace categories
- Improved product descriptions
- Added Marketplace Admin role for staff who need to manage store products and orders
These updates help clubs create a more complete online store experience for members while giving administrators better control over products, categories, checkout, and order management.
Document Management Updates
Administrators can now send documents by email directly from the Club Documents section.
This makes it easier to share important files such as:
- Club policies
- Meeting documents
- Forms
- Member notices
- Marina or moorage documents
- General club information
This update helps reduce extra steps when distributing documents to members or staff.
Stripe & QuickBooks Improvements
Several updates were made to improve payment reconciliation and QuickBooks invoicing workflows.
Recent updates include:
- Added the ability to reconcile a Stripe payment against an unpaid QuickBooks Online invoice
- Continued QuickBooks bug fixes and reliability improvements
- Improved handling around QuickBooks invoice/payment workflows
- Marketplace product and category improvements tied to Stripe checkout workflows
These improvements are designed to help clubs using QuickBooks as their accounting source of truth while still collecting online payments through ClubSoft and Stripe.
Advanced Reporting Updates
Advanced Reporting continues to expand with new visibility and reporting options.
Recent updates include:
- Added user “Last Active” to user activity report
- Added Marketplace Fulfillment & Marketplace Inventory Ordered report
- Added Event Registration report
These reports help administrators better understand platform usage, member activity, store activity, and event participation.
Staff & Administrative Tools
ClubSoft added new administrative tools to help with support, onboarding, and account management.
Recent updates include:
- Added staff account impersonation
- Improved bulk contact import workflows
- Added additional “From Email” options for outgoing messages
Staff impersonation allows authorized staff to better troubleshoot user issues by viewing the system from a member or administrator perspective.
E-Signature Updates
Minor updates and bug fixes were made to the E-Signature workflow powered by SignWell.
These improvements help support more reliable document sending, tracking, and signature-related workflows.
Forms, Events & Calendar Fixes
Several bug fixes and usability improvements were also completed across forms, event registration, and calendar views.
Recent fixes include:
- Payment form bug fixes
- Contact form bug fixes
- Event registration bug fixes
- Calendar view mobile display bug fix
These updates improve the member and administrator experience across common workflows like form submissions, event signups, and mobile calendar viewing.
Continued Platform Improvements
In addition to the feature updates above, we continued making smaller improvements, bug fixes, and refinements across ClubSoft to improve reliability, usability, and overall performance.
Thank you to the clubs providing feedback and helping shape the continued development of ClubSoft.