Getting started

Overview of the navigation bar, the Add button and where to find what in Clubwise.

The Home page is your starting point when you sign in. The “Needs attention” widget immediately shows what requires action: overdue invoices, new expenses, deals…

On the right of the dashboard there are three shortcuts to tools you use daily around events and ticketing:

You make long lists in Clubwise shorter in two ways: with the Actions menu above a report (Deals, Finance) or with the filter icon (funnel) for Tasks.

Choose Actions → Filter, select a column and a condition, fill in the value and click Apply. For Tasks you use the filter icon and click Search.

An applied filter is shown as a line above the report. The tick switches it off temporarily, the cross removes it.

Searching, sorting, choosing columns, filtering, saving your own report and downloading to Excel or CSV in the Clubwise reports.

How to add a note to almost every part of Clubwise, and why it works the same way everywhere.