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Organizers
Manage payments, membership groups, renewals, member imports, and day-to-day club work.
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Club setup
Members & permissions
Importing members
- Import an existing member rosterReview a member file before adding an existing roster to Chess67.
- Prepare a spreadsheet or CSV for member importChoose the right people and columns before bringing your roster into Chess67.
- Map import columns, group names, and membership tiersTell Chess67 what each spreadsheet value means and which group it belongs to.
- Review import matches, duplicates, and skipped rowsUnderstand which rows will be added, changed, left alone, or rejected before importing.
- Update existing active members with an importReview permitted changes without overwriting every profile or creating new billing.
- Choose whether to email imported membersPreview the member notice and distinguish roster changes from email delivery.
- Resume or discard an interrupted member importRecover saved progress without repeating changes that already completed.
- Help an imported member connect their accountExplain how the imported email, confirmed account, and club membership relate.
Membership groups & pricing
- Create membership groups and duesOrganize memberships, choose who can join, and set up prices and questions.
- Invite someone to a private membership groupGive a person access to an invitation-only group without making it public.
- Choose how to organize membership groupsUnderstand club membership, group access, tiers, and payment before setting up dues.
- Control who can find and join a membership groupSet browsing, joining, and member-list visibility separately.
- Set membership tiers, prices, and payment schedulesOffer multiple membership choices and distinguish one-time payment from automatic renewal.
- Offer family membership pricingChoose one price for the family or a price per person, with clear coverage rules.
- Collect required details and membership questionsAsk for the information you need when people join a group.
- Set membership join and departure emailsCustomize the group's confirmation messages and review them before use.
- Give members complimentary group accessAdd people manually without creating a charge or subscription.
- Move several members to another groupPreview eligibility, billing restrictions, and access before a bulk move.
- Change a member's displayed tierUse a tier override without mistaking it for a subscription price change.
- Review and update a member's group answersFind membership form answers and keep a record of corrections.
Renewals, dates & access
- Choose what happens when a membership expiresSet access duration and decide whether expiry removes access, moves a member, or keeps them active.
- Change a member's expiration dateExtend or correct a manual membership date and choose whether to email the member.
- Change an eligible subscription's renewal dateReview the next payment date and future renewal schedule before confirming a change.
- Set renewal reminders for manual membershipsChoose when to remind members about a membership that needs manual renewal.
- Find active or expired memberships and export a rosterFilter the group's member list and export the selected view's membership details.
Payments & refunds
- Issue refundsReturn all or part of an event, tournament, store, or membership payment.
- Refund a membership and decide what happens to accessChoose between returning a payment and also ending linked memberships.
- Connect Stripe to receive club paymentsSet up card payments for registrations, memberships, and purchases.
- Connect PayPal for eligible club purchasesSet up PayPal and review which purchases can use it.
- Find a payment and review its detailsLook up the payer, purchase, status, and refund information.
- Send an individual payment requestAsk an adult payer to pay a specific amount and explain what it is for.
- Create an event or tournament discount codeApply a checkout discount or let a code activate a registration pricing rule.
- Choose the right payment profile for a purchaseCheck which connected account and currency will receive an activity's payments.
- Understand payment fees and the amount your club receivesDistinguish the member's purchase total from fees deducted from the receiving payout.
- Check a club payout or a payment that has not reached your bankFollow the payment from the Chess67 order to the receiving provider's payout status.
- Fix a club purchase that cannot accept online paymentCheck the purchase, provider readiness, currency, and registration settings in order.
- Cancel or replace an unpaid payment requestCheck the checkout state before canceling a request or sending a corrected one.
Registration balances & offline payments
- Review what a registrant still owesUse the registration balance to track charges, offline payments, reductions, and online requests.
- Record a cash, check, or other offline registration paymentRecord money already received against the correct outstanding charge.
- Add an extra charge to a registrationRecord an agreed additional amount, such as a section upgrade, without charging twice.
- Reduce an amount owed without issuing a refundRecord a reduction to an outstanding registration charge and review the remaining balance.
- Correct a charge, payment, or reduction in the registration balanceVoid a mistaken entry with a reason and use Undo void when restoring it is allowed.
- Request online payment for a registration's balanceSend the adult payer a request for the outstanding amount without adding another charge.