Step-by-step guides to help you set up and run your branch on Compteam.
Quick start guides
Create your admin account, set up your branch, configure settings, add Terms & Conditions, and generate your recruitment poster — ready to print and hang.
Upload a CSV, paste a list, or photograph your roster — the AI stages each athlete and sends them a personalised invitation link.
Set up your Creditor Identifier, let athletes add their IBAN mandate, run invoices, and export pain.008 files to collect membership fees directly from bank accounts.
A worked example with real numbers showing how proration, signup fees, and gear orders are combined into an athlete's first invoices.
Connect Stripe in Payment Providers, add the webhook signing secret, browse your Stripe catalog, and link Stripe prices to membership plans, gear, and training offerings.
What Purple Belt includes with HighLevel, how the Compteam integration works, and when branches should use HighLevel directly.
What branch admins do after signup: recover the HighLevel password, connect from Leads, install Compteam, sync contacts, and send lead follow-ups.
Ask questions about your branch, athletes, billing, and competitions in plain language — the AI Companion guides you through any task without you needing to know where everything is.
How Compteam protects athlete personal data — including bank details — when using the AI Companion and AI-assisted athlete import.
Where CompTeam stores branch and athlete data, how daily backups work, and which controls protect access to files and consent records.
Set up guardian consent, kid-only training sessions, competition approvals, and manage the full lifecycle from import to self-managed account.
A guardian walkthrough for creating your own account, registering one child, choosing a kid plan, giving consent, and managing the profile from My Kids.
Scan the poster, create an account, pick a plan, and show up in the roster as pending — the self-registration flow from an athlete's point of view.
How to set up bookable paid sessions — pricing, Stripe, athlete booking, and where the revenue shows up.
How staff provisions a branch-scoped iPad kiosk, locks it to the app, lets registered athletes self check in, and exits or reprovisions the device safely.
How branch admins publish the CompTeam-hosted class-booking page, collect leads, send visitors through Stripe Checkout, and let inquiry-only classes fall back to registration.
How to find your support requests, start a new one, and attach files — directly from your dashboard.
How Compteam meets the Andorran data-protection law for your gym, and what you as the branch admin must do to stay compliant.
How to configure automatic monthly journal entries for rent, location operating costs, coach salaries, and travel cost advances — and how the AI bank reconciliation clears them.
How Compteam calculates and posts VAT/sales tax for both Stripe and manual (IBAN) invoices, how to set your branch's tax rate, and how to clear the tax you've remitted.
How the weekly club briefing helps branch admins spot overdue payments, missing consents, quiet students, upcoming competition tasks, promotion reviews, and payroll reminders.
How to manage vendors and materials, raise purchase orders, walk them from open to received and paid, and how each step posts journal entries to your books automatically.