Must know
- Most features are optional modules. Beyond programs, registration and payments, your plan switches features on. Settings > Organization > Features shows which ones your club has.
- Card costs. The processor’s fee comes out of your payouts, but a Service fee or Surcharge lets families cover it.
- Refunds work per invoice line. You choose how much goes back, what happens to the item, and where the money goes.
Programs & Registration
Classes, drop-ins, eligibility rules, and registration from your website.
Billing & Payments
Invoices, online and in-person payments, per-line refunds, and payouts.
Memberships, Passes & Waitlists
Memberships, family passes, punch cards, and waitlists.
Communications
Automated notifications, chat, announcements, and campaigns.
Programs & scheduling
- Classes and drop-ins. Weekly classes with several time slots, charged once, monthly, yearly or per session. See create a program. Rate Cards (tuition tiered by weekly class minutes) is turned on by Uplifter.
- Who can register. Capacity, registration windows, access codes and rules such as age, level or a required membership (capacity). With Program Applications, families request to join.
- Waivers and closures. Waivers are collected at checkout (when families sign), and closures take sessions off the schedule (closures).
Athletes & families
- Athlete profiles. Level, status and one shared medical record (athlete records).
- Families. A guardian manages every child from one login, and the Family drives sibling pricing and shared access (What is a Family?).
- Your own questions. With Custom Information, add custom registration questions.
Memberships, passes & waitlists
- Memberships and passes. A membership is recurring access a program can require. A pass gives everyone in a family lower program prices.
- Punch cards. A prepaid pack of punches for registrations and drop-ins (passes vs. punch cards).
- Waitlists. Families join when a program fills and pay when they’re moved in, unless your club charges at join (waitlists).
Billing & payments
- Invoices and payments. Every purchase makes an invoice. Families pay by card, wallet, bank debit or account credit, and staff use one Take payment dialog at the desk (take a payment).
- Recurring billing. Memberships, passes and monthly enrollments bill on a billing day you choose (recurring charges). With Payment Plans, families pay in installments.
- Refunds and discounts. Refund per line (what you can refund), and offer promo codes and family discounts (family discounts).
- Tax and payouts. Add or absorb tax, with accounting reports plus automatic payouts (payouts).
Communications
- Automatic emails. Sent when something happens, such as an invoice issued. Reword or switch them off under Settings > Communication > Notifications (automatic emails).
- Unsubscribes. An unsubscribed family stops getting your campaigns and the notification rules you created, but still gets receipts, invoices, payment notices and the other built-in emails on the System Rules tab, such as enrollment confirmations and membership reminders. See What happens when a family unsubscribes or an email bounces?
- Chat and campaigns. Chat one-on-one with families, post announcements, and with the right plan send email campaigns and texts.
Club website & store
- Website builder. A branded club website on your own subdomain. Going live needs payment verification (Website Builder).
- Store, gift cards and tickets. With Store, sell merchandise online and at the point of sale (store). Gift Cards and Event Ticketing (tickets with their own QR code) are modules too (gift cards, tickets).
Coaching & training
- Coach portal. Coaches take attendance, message families and see athlete profiles (the coach portal).
- Skills and badges. With Training, build levels and skills, score athletes and award badges (skills and levels).
Competitions, events & bookings
- With the right plan. Run competitions and one-off events, and let families book a space or lesson.
Staff & operations
- Home and Ask Hero. Home shows action items. Ask Hero, an optional assistant Uplifter turns on, answers questions about your data.
- Staff. Give each staff member a role and see who changed what. With Time Tracking, staff clock in.
- Facilities and reports. Set up buildings and rooms. With the right plan, file incident reports and run reports and analytics.
Switching from another platform? Uplifter can move your data over. See Migrating from 1.0 to 2.0 or Moving from another system.