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Club Manager

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Getting Started

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Exporting Your Data from PlayByPoint

The reports to download so your members, bookings, credits, and packages come across to Clubhouse.

PlayByPoint keeps the most complete history of the three platforms we migrate from, and all of it comes out of the Reports area yourself — no ticket to their support team. Set aside about half an hour.

Reports to download

From the Reports area, export each of these. CSV or Excel is fine — whatever it offers you.

  • All Users (Users Database) — your full roster, including birthdates and phone numbers. It arrives by email rather than downloading straight away.

  • All Players — turn on the hidden columns before exporting so ratings and last-login come across.

  • Booking Summary — your reservation history, with every named player on each booking.

  • Sales Activity — every lesson, league, clinic, and event line with fees and attendance.

  • Payments and Revenue Recognition — your money history, cash-basis and accrual.

  • Memberships, plus the Membership Breakdown — who is on which plan and what they pay.

  • Club Credits — outstanding balances. Tell us if any row has a blank email; that one can’t be matched to a person automatically.

  • Lesson Packages — unused classes people have already paid for.

  • Lesson Revenue and Lesson Hours — what each coach taught and earned.

  • Program Attendance — who came to which session.

Screenshots we also need

A few things in PlayByPoint have no export at all, so screenshots are the only way to bring them across. Please capture your facility hours, every pricing rule or rate band, your waiver text, and your staff list with their roles.

If a report name looks different

PlayByPoint has been moving reports into a newer reporting area, so menu names shift from time to time. If you can’t find one on this list, send us a screenshot of your Reports menu and we’ll point you at the right one.

What happens next

We load everything into a private copy of your club and send you a walkthrough before anything goes live. Credits and unused lesson packages are honored as Clubhouse credit. Saved payment cards can’t move between platforms — that’s a rule from the card networks, not a Clubhouse limitation — so members re-enter a card once, and we help you handle that at launch.

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