Club Automation Buyer FAQ
This FAQ is designed to support executives, operations leaders, and strategic buyers evaluating Club Automation as their member management platform.
Club Automation is more than a member management tool—it’s a comprehensive digital operating system for health and wellness organizations. We help clubs modernize by unifying disparate systems into one integrated platform that streamlines operations, automates manual workflows, and centralizes member engagement across every department—from fitness to aquatics to childcare.
Our platform supports your digital transformation through:
- Role-based portals for staff, executives, and members
- Mobile-first experiences for both members and staff
- Real-time analytics that empower data-driven decisions
- Automation engines that reduce administrative burden and enable scale
Whether you’re aiming to expand locations, centralize services, or improve member retention, Club Automation provides the infrastructure for long-term operational excellence.
We take a transparent and strategic approach to TCO by including not just licensing and onboarding, but the downstream savings generated by automation, member retention, and staff efficiency.
Key cost-saving levers:
- Reduced administrative hours through billing and scheduling automation
- Lower churn due to personalized member journeys
- Fewer tech tools needed (POS, CRM, email marketing, reporting) because Club Automation consolidates functions
- Predictable pricing for multi-year agreements with support included
Compared to a patchwork of tools or generic systems requiring custom development, Club Automation offers a lower long-term TCO with higher strategic value.
Club Automation was built to serve complex organizations with diverse programming. Instead of siloed data and disconnected workflows, we unify all services under a single source of truth—giving you a 360° view of your members.
Our platform tracks participation, payments, communications, and attendance across all departments so that everyone in a household can be linked—from a child in swim lessons to a parent in group fitness to a caregiver in a wellness program.
This cross-program visibility enables:
- Smarter engagement based on usage patterns
- Easier household billing and communication
- Consolidated reporting for board or grant tracking
- Clearer ROI attribution across services
Yes—Club Automation is built for growth. Our architecture supports multi-location, multi-program, and multi-department operations with centralized control and flexible local configuration.
For growing organizations, we offer:
- Multi-site management with location-specific permissions
- Cross-location member access and centralized reporting
- Onboarding playbooks tailored for new facilities
- Scalable infrastructure that adapts with your expansion
Whether you’re merging with another club, expanding into new locations, or building a regional network, Club Automation grows with you.
We take data governance seriously. Club Automation follows stringent protocols to safeguard personal and sensitive member data in compliance with regional and federal laws.
Our approach includes:
- SOC 2 Type II-certified infrastructure
- Role-based access control and audit logs
- Encryption at rest and in transit
- Configurable consent management and communication preferences
- Support for HIPAA-compliant workflows
Our platform enables your organization to manage data requests, deletions, and opt-outs efficiently—supporting compliance with GDPR and CCPA standards.
Modern fitness and wellness organizations operate best when departments work from shared data and coordinated processes. Club Automation eliminates silos and streamlines workflows—reducing the number of steps it takes to complete everyday tasks and lightening the load for your team.
For example:
- Member services can update accounts and manage billing in real time without switching systems
- Finance teams gain instant access to accurate, program-level revenue and forecasting data
- Marketing can segment audiences and automate outreach based on real-time participation and lifecycle triggers
A unified platform ensures your teams collaborate around the same information, leading to better member outcomes and organizational efficiency.
Club Automation supports sophisticated billing structures that reflect the real-world complexity of modern clubs.
We offer:
- Family and corporate account linking with shared billing or membership permissions
- Corporate memberships with employer-level invoicing
- Support for varied billing cadences, including biweekly, monthly, and anniversary billing
- Program-specific billing and location-based fees
All of these configurations are managed natively in the platform—reducing the need for external spreadsheets or manual adjustments.
Executives need actionable insight, not raw data. Club Automation provides real-time dashboards and customizable reports tailored to strategic business questions.
Key insights include:
- Membership trends, member conversion and retention indicators
- Revenue by program, location, or segment
- Attendance and capacity utilization
- Marketing performance and source attribution
- Staff productivity and member engagement
These metrics help guide board reporting, resource allocation, strategic direction, and long-term planning—empowering leadership to confidently shape the future of the business.
Club Automation is designed to be both flexible and extensible—providing robust APIs and strategic integration options that support your broader tech ecosystem. While many customers configure custom integrations, our focus is on delivering purpose-built connectivity that aligns with the fitness industry.
We offer:
- A native CRM and marketing automation platform—Engage Pro designed to capture leads, automate outreach, and accelerate membership sales
- Integration support for fitness-specific CRM platforms and tools like GymSales
- Strategic partner integrations with industry leaders like Perkville for member engagement and rewards
- An open API that enables advanced custom integrations for organizations with dedicated IT resources
Whether you choose our built-in tools or connect third-party systems, Club Automation helps create a unified, member-centric digital experience.
We approach onboarding as a partnership. Club Automation provides a dedicated implementation team to guide your transition every step of the way.
Our process includes:
- Discovery and configuration planning
- Data migration and validation
- Staff training and workflow optimization
- Go-live support and transition coaching
- 24/7/365 U.S.-based customer support, so your team always has access to knowledgeable help when it matters most
- Ongoing account management and business reviews
We provide templates, timelines, and communication plans to help drive internal adoption and reduce change fatigue—ensuring a smooth path to platform success.