When you login after having created your account, but before your website is switched live, you are taken to the following screen:
The SetupCheck List tab represents options that need to be completed to initially configure your membership database and website. The Support tab describes various support resources, including the online help system, administrator manual, video tutorials, our online support forum and our contact information.
If you are ready to go live immediately, please contact our Customer Success Team at support@clubexpress.com.
In the meantime, you can get started on the Setup Check List, and set up your payment method using the link on the Setup Check List page. Once these steps are complete, you will be charged our basics etup fee, and your website will be live.
Note that the Enter Bank Account option will not appear for clubs and associations outside the US. Instead, please contact Support to provide us with credit card information to handle the initial setup fee, monthly hosting charges, and any other charges your club or association may incur.
The first items on the Setup Check List are complete and marked with green checkmarks. The next item is flagged with a red arrow while other items have a grey X. You can select items in any order.
In Setup mode, the public side of your website is disabled. Anyone who enters your website's URL will be taken to the login page. Only full administrators can log in, and they are initially taken to the Setup Check List.
Adding Administrators
To add additional administrators, follow these quick steps:
- Select Control Panel – Public tab – Admin Functions panel – People Manager
- Click Add Member to add the new member. Follow the wizard prompts.
- When you get to the Payment screen, mark the member as having paid through an external system.
- Select Control Panel – Club tab – Setup panel – Administrators / Coordinators
- To the list of administrators, add the member just added to the database.
See Managing Website Administrators and Coordinators for full instructions.
If every item on the Setup Check List has a green check mark, you can go into Trial mode.
Once your website is live, this Setup Check List screen is no longer shown. Instead, each item is accessed from the Control Panel and can be updated at any time.