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CompteamDocumentationClub briefing: your weekly admin checklist

Club briefing: your weekly admin checklist

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.

  1. 1

    What the briefing is for

    The club briefing is a short weekly summary for the branch admin. It points out the operational things that are easiest to miss when a gym gets busy: unpaid invoices, missing consent forms, quiet students, upcoming competitions, and athletes who may deserve a closer look.

    Think of it as a Monday morning checklist. It does not replace your judgement, and it does not make changes for you.

  2. 2

    What arrives on Monday

    Every Monday, CompTeam emails the branch admin a plain-language summary of what needs attention.

    The email is meant to be scanned quickly:

    • what is urgent;
    • who needs a follow-up;
    • which admin tasks should be checked before the week starts.

    You can also open the same kind of briefing from the dashboard when you want a fresh overview.

    Weekly club briefing email showing billing setup, invoice, and active-plan action items
    Weekly club briefing email showing billing setup, invoice, and active-plan action items
  3. 3

    What CompTeam looks for

    The briefing focuses on practical club operations:

    • branch trial or subscription status, including trial end dates and paid-plan state;
    • payment-provider setup blockers, overdue invoices, and pending billing documents;
    • pending signup-fee payments or self-subscription approvals;
    • active athletes who do not currently have an active membership plan;
    • members with an active plan who still need SEPA IBAN setup, mandate setup, or both;
    • missing guardian consents for kids' training, competitions, or travel;
    • upcoming competitions where your branch may not have registrations yet;
    • active students who have not checked in for 20 or more days;
    • attrition in the last seven days compared with the preceding seven days, including leading reasons and recent comments;
    • athletes who may be ready for a stripe or belt review;
    • draft or unrun payroll items that still need attention.

    Each item is written as a prompt to review, not as an automatic decision.

  4. 4

    How attrition insights work

    When members leave, the briefing adds an Attrition insights section. It compares the latest rolling seven days with the preceding seven days, separates cancelled subscriptions from members who left the branch, and highlights the leading cancellation reasons.

    Recent cancellation entries can include the member's name, selected reason, and optional comment. Use the link in the briefing to open the dashboard attrition report for the longer quarterly trend and complete event details. If neither seven-day period contains an attrition event, the section is omitted.

    Not every departure is preventable. The useful signal is repetition: recurring comments about price, schedule, injuries, or the member experience can show which part of the club's mechanics deserves refinement.

  5. 5

    How to use it

    Start with the Needs attention section. Those are the items most likely to cause friction if they are ignored.

    A simple weekly routine works well:

    1. Open the briefing on Monday.
    2. Clear setup blockers, overdue payments, pending signup fees, and missing consents first.
    3. Check active athletes without plans, members missing SEPA setup, and quiet students before they silently disappear.
    4. Review competition gaps, attrition patterns, and promotion candidates with your own coach judgement.
    5. Clear any payroll or admin reminders.

    Most clubs can turn the briefing into a 10-minute admin pass.

  6. 6

    What it will not do

    The briefing is deliberately cautious.

    It will not:

    • charge a member;
    • send a message to a guardian;
    • register an athlete for a competition;
    • promote an athlete;
    • run payroll.

    It only tells you what may need attention. The admin stays in control.

  7. 7

    Why it helps

    Small admin problems become bigger when they sit unnoticed: a parent misses a consent request, a student stops showing up, or an invoice stays unpaid for another week.

    The briefing gives you one place to start, so your branch admin can spend less time searching through pages and more time fixing the few things that matter this week.

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