Step-by-step guides to help you set up and run your branch on Compteam.
Quick start guides
Start here when you are opening a branch, inviting athletes, or finding your way around support.
Select a branch country and get setup advice for payment rails, branch currency, weight unit, and platform subscription currency.
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.
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 find your support requests, start a new one, and attach files — directly from your dashboard.
Set up plans, SEPA, Stripe, paid sessions, taxes, and the branch cost model.
Create and manage prices, payment methods, athlete-tier eligibility, signup fees, cancellation terms, and plan availability.
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.
Hold self-registered athletes inactive until their separate signup-fee payment is marked paid through easy clearing or full-bank reconciliation.
Confirm manual gear orders automatically when the linked gear bill is cleared, while keeping Stripe-ready orders on the Stripe flow.
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.
How to set up bookable paid sessions — pricing, Stripe, athlete booking, and where the revenue shows up.
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.
Publish booking flows, connect lead tools, use AI assistance, and run recurring admin reviews.
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.
What Brown 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 the weekly club briefing helps branch admins spot plan status, billing blockers, missing SEPA setup, missing consents, quiet students, attrition, competition gaps, promotion reviews, and payroll reminders.
Understand GDPR, data protection, AI privacy, storage, access, and security controls.
A practical branch-admin checklist for controller duties, privacy notices, consent records, access control, exports, and erasure requests.
A practical GDPR guide for branch admins: controller duties, privacy notices, consent records, access control, exports, erasure, processors, and transfers.
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.
Run kids workflows, kiosk check-in, supply-chain tasks, and day-to-day branch operations.
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.
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 member attendance, guardian bookings, staff check-in, kiosk self check-in, phone QR handoff, and branch auto-checkin fit together.
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.