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MyBMABA Club Manager Full Setup & Getting Started Guide

Updated yesterday

MyBMABA Club Manager has designed to be an 'out of the box solution' meaning it requires no technical setup or installation. You can start using the platform immediately, but to get the most from the technology, there are a few basic configurations you'll want to do when you first get started, just to really make it home for your club.

If you're a management account, instructor or lead instructor, you can setup and oversee an unlimited number of club platforms. If you're an assistant instructor or volunteer, you can still help run the club but you'll need to be invited first.

Here's your complete step by step getting started guide;


Initial Setup

1.) Setup Your Club

Let's start by setting up your club. Click on the Club Manager link and you'll be taken to a page that asks you to Request Access, and prompts you for a Club Name. Enter your club name, and click 'request access'. Once done, you'll be taken to your new dashboard;

The green arrow shows the club selector. You can have multiple clubs under your control (we'll come to that later) and this allows you to toggle through.

The yellow arrow shows you how to collapse the left hand menu. The top right double arrow icon (not highlighted below) expands the main screen width, should you be working on a tablet and want a full-screen experience.

The MyBMABA Club Manager is now fully live for you, with no actual setup needed, however there are a few essential steps you'll want to take to get started.

2.) Club Settings

Head to your club settings;

The tab at the top allows you to move from the settings. We've kept this as simple as possible deliberately.

On the first tab (Settings) you can change your club name, set some custom club features (such as logo, contact email and club name) and switch on payments.

On the second tab (Access) you can provide full access to an unlimited number of your team. This is great if you plan to have multiple team members helping run the club, or managing their own attendance and so on.

You'll see a summary of who has been granted access, and why. To add a new colleague, press 'Add User' and select them after searching. The search results will show a full name and their email, obscured for privacy. You can search by either.

Once you've selected the correct person, press Create Access.

They'll automatically be granted access without impacting any other clubs they might be managing in MyBMABA Club Manager, although they won't be told you've granted them access so do let them know.

Important: Once you've added somebody to your control panel, they will automatically be able to access, run and edit the entire club setup as the club will show on their 'club dropdown' at the top left of the screen.

Please be very sure you are selecting the correct person, especially if you have more than one name-sake in BMABA. This is why we've included a summary email, so you can double check this against your records.

On the third tab, Custom Fields, you can create a near endless amount of custom data fields for student records. We've input a few initial examples for you, but you can edit or delete these if you wish.

To add any new custom fields, press 'Add Field'

When creating fields, you can change the field type, selecting checkboxes, pill buttons, text areas, dates and more. You can also 'Sort' the various options via the 'Sort' button, on the Custom Fields Page.

Finally, you have the ability to import student records, which we'll give a separate heading now to make it clear.

3.) Importing Student Data

We know many clubs will want to import their student data on mass for ease of access, rather than manually onboarding everyone. That's absolutely fine. On the fourth tab of settings is 'Import'.

On this page, you'll see CSV Import Guidelines to help you understand exactly how to do this successfully. You'll also see a ready made template, which we'd recommend downloading to help with formatting.

Here's an example;

In this import, the user has decided to bring in the two compulsory fields (first and last name) but will then just introduce date of birth, gender and status. You only need First and Last Name to import data on mass, but the more associated data you bring in on initial import the less data entry needed on your part once onboard!

Take that CSV, and import it back into MyBMABA Club Manager. The platform will confirm safe import.

4.) Setting Up Your Grades & Tags

The second to last thing to setup (and this is the most fun in our opinion!) is your grading structure. Head to the Progression tab.

You'll see no options initially. Head first to the Belts tab.

From, there, press 'Add Belt' and the modal will open;

Here you can setup and add your entire syllabi.

Start by naming your Belt Group. This should be something you'll be able to easily understand, such as 'Kickboxing' or 'Karate' etc.

A couple of import notes;

  1. Grades are unified, meaning if you apply a Kickboxing Belt structure across three classes - Adult Kickboxing, Beginner Kickboxing and Family Kickboxing and you have a student attending all three, they will have all attendance combined into the one syllabus in terms of progression. This is a major step-forward from our Wordpress Club Management Platform which wasn't able to do this, and instead setup lots of multiple instances of 'one class'! With this in mind, you may wish to have both Junior Grades and Adult Grades on one Belt Input.

  2. Next rank goal is total, not belt specific. For example, if you anticipate roughly 12 sessions between 9th Kyu, 8th Kyu and 7th Kyu, you'd structure that as 12, 24, 36 - not 12, 12, 12. This makes it much easier to have adults and juniors on the same belt structure

You can setup either Full Colour Belts, or Belts with one stripe, or a double stripe.

The belt colour decides the primary belt colour, and the stripe is applied to either the one stripe or double stripe setup.

Once done, save your belt structure and you'll see any belts in place on the edit screen. You can update, change or add to any of these setups downstream as needed.

If you use tags, head to the tags tab.

Here you can create any number of tags or markers you might wish to use throughout your club.

Once done, the final bit of setup is to create your class schedule.

5.) Creating Classes

On the Classes Schedule you'll see an overview of all scheduled recurring and one-off sessions.

This makes it easy to see all current classes, including running-orders, capacity and status. You can create a new class via the '+ Add Class' button.

Here's the class creation modal;

And the corresponding legend;

Class Name: The name of the class as you wish it to show on calendars, bookings and so forth.

Class Description: Optionally, you may include a description for any public-facing aspect of the calendar.

Instructor: Optionally, for the public, you can show who's teaching.


Capacity: Optional, but very helpful for remaining within ratio, you can set up any maximum class capacity.


Class Location: The address or venue for the class - either the full address, or just the venue name.


Attendee Type: You can select mixed ages, adults only or children only.


Class Start Date: The date from which you wish to start recording attendance.

Class End Date: Some clubs need to have an end date, for example short-courses or term time sessions. If you're running your class on an on-going basis, you can set a distant future point - i.e: 5 years from now - to ensure you don't have to revisit this for some time!


Class Dates: Select the days of the week on which the class will run.


Start Time: Start time, in 24 hour format


End Time: End time, in 24 hour format


Belt Group: Select the belts you wish to apply in terms of attendance tracking for this class


Class Colour: This is the colour the class will show up in your calendar, and your student's calendars.

Class Status: This is purely for your records. You can set classes as 'upcoming' if they're yet to start, 'Ongoing' if you're currently running, 'Ended' if the term of course is over, or 'Cancelled' if it's no longer running.

Once you're done, save the lesson.

Setting up a one time event, like a championship, event, tournament or seminar? You can just toggle the top from 'Recurring Class' to 'One Time Event'. You can then fill in broadly the same information, without setting an end date or recurring dates. This then allows for things such as attendee management, and so on.

6.) Managing Classes

Once you've setup your classes, you can manage them from the Class Dashboard. Press 'Manage' next to the class you wish to edit or manage.

The top bar, shown in yellow brackets, show a class overview. The green brackets allow you to edit or update (or delete - with caution!) the class information, such as attendee type, timings, dates or capacity.

The tab bar (shown in a blue box) allow you to manage who's booked on, and cancellations.

7.) Cancellations

You can cancel classes for any reason - be that holiday or sickness. You'll see cancellations on the cancellations tab, and also in your calendar and on the attendance tracking.

8.) Managing Students Booked Onto Classes

It's easy to manage who's booked onto classes. Head to the 'Students' tab and you'll see a register of who's booked on. You'll also see any linked safeguarding, medical or SENCO information in the quick-view format. Hovering over the icon will reveal the saved student information.

Clicking 'manage' will take you to the student's profile. Clicking 'Remove' will instantly remove them from the lesson.

Click + Add Student to add a new student to the lesson.

When adding a student, you can either select an existing student with the optional ability to overwrite conditional checks (such as checking a student is under 18 for children's classes, for example);

Or you can create a new student from this very screen, for quick on the spot onboarding;

You can add a new student with just the First and Last Name, so this is helpful if you're on the side of the mats and have a new walk-in. You can populate their profile later, but ensure you do pick up any medical information first!

At this point, you're fully setup.

You have custom belts and tags specifically setup to your club, any custom student information needed, you've onboarded your student data on mass, set up your class schedule and added any planned closures or cancellations, and added students to your classes.

Payments are fully detailed below - if you wish to use payments, whether that be automated Stripe payments or offline payments, please see the payment section below.

Let's now explore the full functionality that comes with MyBMABA Club Manager.


Using Your Platform

1.) Student Management

You can control your student roster from the 'Students' Screen.

You can add new students from the blue button top right, or you can manage / delete students in the main list. You can also sort by status (at the bottom of the table) or you can increase the students per page too.

On the student profile, you'll see an avatar, and some key metrics in the top bar. Any open safeguarding cases involving the student will show at the top of the page, and you'll see labels like Safeguarding, SENCO or Medical here too.

Next, you'll see onboarding. This is a 'quick-flight' bar, which helps you see what essentials are complete. We set First and Last Name, Avatar, DOB, Gender and Address as default.

Then we move onto the full profile, which we encourage you to explore and 'have a play with' initially, on a dummy student profile, to fully understand the various fields and boxes.

Here are a few key pointers;

  1. We've included the ability to add a BMABA Licence Number, with a start date and expiry date. This is optional, and designed for those reconciling against named student licences. When input, it will show in the header for quick-viewing.

  2. The key toggles (Assumption of Risk, Medical Disclosure Complete etc) are all editable from the 'Settings > Custom Fields' section, as described in the second step of this guide. You can delete, edit or add to this, and you can decide what's essential. Any essential checks will go into the onboarding checklist.

  3. In welfare, any medical, SENCO or Safeguarding information entered will show up as a label / tag in the profile header, and also anywhere else the student shows (in the student management screen, and class registers). Hovering over the label will show the data you record.

  4. For now, until V2, payments are manual and don't reconcile in MyBMABA Club Manager. If you have a direct debit or subscription running in a payment gateway like Stripe already, you can include a link to it here to make it easier to find.

Heading to the CLASSES tab will show you any classes the student is linked up to.

The PROGRESSION tab will show you any belts or grades linked to the student. This could be multiple grades, if you have more than one distinct style in place within the club.

The DOCUMENTS tab shows any template documents you've created. You can create documents like licence slips, membership certificates, onboarding forms and so on from the 'Certificates' module. Make sure you create the certificate as a 'Student Document' rather than a 'Grading Certificate'.

Finally, there's a NOK (Next of Kin) tab. This is important for version 3, as it will decide on how parents access their children's accounts.

You'll see any parents details on the 'NOK' tab for quick access in an emergency. You can also add an existing NOK to any student profile, or you can use the 'Create New' function to quickly setup a new next of kin emergency contact.

2.) Attendance Tracking

Attendance tracking is a core component within our MyBMABA Club Manager.

Select your lesson, and then press Filter;

On the attendance screen, you can quickly mark a student as present (blue tick), absent (red cross) or no record (white default o). Any scheduled cancellations are shown with the yellow disruption icon, to stop any attendance being accidentally recorded.

You can filter based on dates, looking through cycles such as Last 7 days, Last 30 Days, This Month, Last Month or Custom Dates to help you really focus down on specific attendances.

Make sure you press 'Save Attendance' once you've recorded attendance before moving off this screen, to ensure the system updates.

You can also assign existing students, create new students, or remove students from the class from the two buttons at the bottom right of the screen.

3.) Grade Tracking & Progression

Once you've tracked attendance, you can track grade progression.

Select the belt or syllabi you want to assess progression against;

You'll then see progress for your students, with their name, student ID, belt visual, any tags assigned, attendance, date of last grading and the action button.

In this preview, we've hovered over the first student, Olivia, and you'll note the system shows attendance of 10/24, to help you be clear on the current progress.

Should clubs operate on attendance based progression exclusively?

Of course not! As a club, you'll be best placed to decide which metrics you work against when assessing grading readiness. The most important thing to be sure about is the student's technical proficiency to move forward. That said, its absolutely best practice to setup 'expected milestones' - roughly standardised 'expected sessions needed' to help you understand where a student is at.

For example, if you typically grade once every 4 months and expect a student to attend once per week, you might have 12 Sessions between each grade. If a student trains twice per week, they may be hitting that upper end of the attendance requirement faster than others. It doesn't mean they get to move forward - it's just a marker for you and you can hold them fully complete until the grading arrives. Likewise, a student who does complete the required sessions might not be technically ready to progress, and this bar can help you spot those falling behind, pushing ahead, and those right on track as expected.

Now let's look at the actions button;

The actions button shows a summary of the student's grading status.

PROGRESSING BELTS / GRADE

You can move them forward or backward (we wouldn't expect clubs to demote in a real environment, but you may need to do so as students move between Junior and Adult belts, etc) via the 'belt' drop-down;

The current belt is shown in grey. Select the new belt, and press Save.

Belt progressions will always automatically wipe any tags assigned to students.

TAGS

Tags are an essential part of many clubs who wish to track aspects of development ahead of gradings, especially with children's classes. You can head to the 'tags' toggle to assign a tag. Just select a tag, and press Save.

You'll see tags on the main roster for quick-reference;

Hovering or clicking the tag will remind you what it's for, based on your tag name.

ADJUSTING ATTENDANCE REQUIREMENT

We've built in the ability for you to adjust the total sessions required on an individual basis. You can increase or decrease. To decrease, use -4 to reduce the required session count by 4. Enter a positive numeric value (i.e: 6) to increase by 6 sessions. This can be really helpful when you're fine-tuning readiness to grade, and want to extend and return to review a student's readiness at a set future interval, or where a student is making excellent progress (or coming to you with an existing grade) and you may want to get them ready for a grading sooner.

Remember, the system won't automatically move someone forward just because they reach the attendance requirement. It will hold them there until you manually progress them, so you don't need to worry about student's prematurely moving forward.

NOTES

We've included a handy notes section, which can be used to record internal notes about the student's grade. Notes travel with the student grade to grade, so they won't disappear if you promote them.

GENERATING GRADING CERTIFICATES

You can create dynamically infilled certificates from the 'Certificates' tab. You can create or design these from certificates module. Once created, you can effortlessly issue professional, uniformed and grade specific certification from here for any of your students.

4.) Grading Management

We know that many clubs struggle to accurately manage, oversee and record gradings, which is why we created a lightweight grading module.

From this dashboard, you'll see any current, past or future gradings;

You can click 'Score' to go back in and see past results for gradings already completed, and 'Edit' to make changes to upcoming gradings too.

Click 'Add Session' to create a new grading. Here's an overview of the setup modal;

Start by setting up the basic parameters - who, where and when.

Then, create a pass mark. This should be the total score you'll require a student to obtain 'across the board' in all specific criteria you wish to assess. For example, if you want to assess across 5 criteria with a maximum of ten points in each, your maximum score would be 50. You may want to allow some headway and set the passmark at 40 - or 45 - it's up to you and your club what this should be.

The criteria can be as broad or as specific as you need it. Some clubs enter each specific technique and kata, some just use broad categorisations and then increase the score to, for example, 100.

Take some time to explore and practice this module with a dummy grading, to make sure you know what you're grading against, how it operates and how the total score works before doing it with real students.

Next, select who's grading;

You may see the same student twice, if they hold multiple belts across different styles, so look out for the belt name at the bottom left corner. Once you've selected those grading, press 'Create Session'.

To administer the grading, click 'SCORE'.

You'll see the criteria you've selected show up in a table, with students along the side and techniques across the top. If you have an extensive criteria, you may need to scroll along the columns to record all data.

TIP:

Using the two collapsing sidebar buttons can help hide the sidebar menu and toggle full width, making it easier to record multiple columns. After a certain number, horizontal scrolling will be required.

VERY IMPORTANT

Make sure to 'save score' at the bottom before clicking off the tab, or progress will be lost.

Wait until you see confirmation before navigating away;

As mentioned in the confirmation, the grading module does not automatically move students forward. We know clubs like to closely control this, so you need to head to the Progression tab to manually progress students to their next belts.

5.) Tasks

Tasks form a central part of managing the 'must do' and 'to do' aspects that busy up club admin. We've created a synchronised module just for this.

The tasks screen makes it easy to track tasks, based on state of progress, urgency, due dates and other classifications.

You can set tasks as PENDING, IN PROGRESS, ON HOLD or COMPLETED.

PENDING tasks show on your dashboard, to help it stay organised.

When creating tasks, you can quickly identify deadlines, priorities and attach documents or files too;

All tasks automatically show in your calendar, to help with visual deadlines and to-do stacking;

6.) Calendar

Our calendar tool is a unique and useful tool that helps to bring together various aspects of the MyBMABA Club Manager.

Your calendar, which initially shows in a default 'Month' overview but can be toggled between Week, Day and a List format if preferred, will automatically show you all of your classes, gradings, tasks, one-off sessions and appointments;

The differing view formats make it easy to see what's coming up too;

You can click on anything in your calendar to see an overview, where you can click 'manage' to go into that specific module and interact with it.

You can also create appointments, to help with one-off meetings, dates, calls and so on;

Whilst all appointments will show in the diary and dashboard, you can also click on the appointments tab for a dedicated list;

You'll see these appointments from the dashboard too, for ease of reference;

7.) Logbook

Our logbook provides access to a robust, secure and interactive place where you can create, store and update risk assessments, incident reporting logs and concussion reports.

Remember, incident reports and safeguarding concerns reported or recorded in your MyBMABA Portal are not automatically shared with BMABA.

Risk Assessments

From the logbook, press 'Add Logbook' and you'll be met with the Risk Assessment screen on the first tab. Infill the details, and upload your attached document. If you need help completing a risk assessment, we have a digital risk assessment tool in MyBMABA, available here.

Once saved, you can easily view existing risk assessments, and access the document.

Incident Logs

From the 'create logbook' button, on the header bar, click 'Incident Log' to create an incident report.

Just as with risk assessments, you can then 'view' the log at anytime for a summary view;

Concussion Reporting

A major feature of our Club Management Platform is the Concussion Report and Management Tool. You'll find it under 'Concussion Report' on the header bar;

We've built the reporting tool to assist you in the decision making process, with prompts on certain 'negative' conditions to ensure you understand potential 'must-do' obligations or liabilities. These are advisories, but it is important clubs understand the grave importance we place on Concussion & Head Injury Management. We have a dedicated policy and support in MyBMABA.

As with all our other reporting tools, it's fast and easy to see the full report and to make changes;

8.) Safeguarding

Our industry-leading safeguarding module allows for confidential reporting and case management of any club level safeguarding concerns.

Safeguarding reports are not automatically shared with BMABA and must be shared via secure email to [email protected] to ensure proper escalation or support.

Safeguarding Passwords

All cases are automatically password protected, for privacy.

Please be careful choosing your password, as our team can not help you regain access if you lose or forget the password here.

For involved persons, you can select multiple students concerned;

Below, the system will automatically include NOK information from your records;

Once saved, you'll be able to see all of your cases and their status from the safeguarding screen;

In order to view, you'll be asked to enter the case password;

This will then show you an onscreen summary, with an easy to use export/print function should you need to escalate to BMABA, LADO or any other authority;

9.) Certificates

We've built in the ability to quickly and easily generate either grading certificates, or club documents such as licence slips or membership certificates. You'll find these under the certificates module.

Certificates can be generated from two places in the system;

  • Grading Certificates can be generated from the Progression Screen. Seen the earlier part of this handbook which outlines how this works. Effectively, view the grade of your student, click 'Action', go to 'Certificate' and there you can generate a custom grade certificate based on your template.

  • Club Documents can be issued from the student's own named student profile, under 'Documents'. This is especially useful for licence slips, disclaimers, custom onboarding documents, and so on.

To create a new base certificate design, open the certificate module and press 'Add Certificate'. From there, name it, upload the base graphic design you intend to be the non-custom aspect of the certificate, and then select whether it's a grading certificate or a Student Document.

Looking for free professional certificates?

You can find custom base graphics ready to be uploaded from here.

To edit the base design, click 'Builder';

On the editor page, you'll see you can add any of the applicable student fields - be it grading related or club profile related, and you can add it to your base club template. When you're ready, save. When you come to create the custom document in either the grade progression tab or the student profile, you'll have a 'pre-flight' chance to adjust any setup before merging your first PDF or image based export.

10.) Accounting

We feel too many clubs find the expensive and often complicated nature of accounting software such as Xero can be prohibitive. That's why we've included an easy to use book-keeping feature, under Accounting.

We want to be clear; our accounting system is not a substitute for a formal book-keeping or accounting platform and you should consult your accountant for specific guidance, but we do know lots of clubs who have exported their work from this module, and have found their accountants quite happy to work with the data output.

You can pick and choose which parts you wish to use, but we'll explore the full setup.

Let's start with;

Budgeting

Start by setting your monthly budget. The Save.

You'll see this update on the Overview dashboard and this will then help you keep track, at a glance, on performance.

Accounting Setup

To setup the module, head to Categories. Input all of the categories you intend to track against, for income and outgoings.

Once this is complete, head to Accounts and complete the same setup, adding any accounts you intend to track against.

Recording Transactions

You can now import transactions, via the Import tab and we do include a dummy CSV you can match data against for quick input. When time comes to share access, the Export Transactions tab will allow you to easily do that too with lots of options around which periods and filters you wish to export against.

Alternatively, you can manually add Transactions at any time from the Transactions tab;

From here, it's easy to record incoming or outgoing transactions, and to assign it to categories and/or accounts;

For this example, we're using the template CSV via the Import screen, and we've populated this with our 'real' transactions;

We'll now upload this CSV via the import box.

Once complete, confirmation is shown on-screen;

On the transactions tab, we can now see the full details;

Clicking edit on any transaction allows you to edit the specifics, or update notes / add attachments, etc;

Back on the account dashboard you'll now see an overview of your accounting position, with categorised spending breakdown and an assessment of your budget;

Your accounting dashboard helps you see a snapshot of your financial help, and an overview of patterns and outgoings etc.

11.) Business Management

Our Business Management module makes it easy for you to undertake a deep-dive strategic planning plan for your club, modelling various outcomes and possibilities.

Start by working through each tab, in which ever order you prefer;

It will ask you for all aspects of club finances - from basics like your average outgoings and projected income, to areas of potential growth, class structuring and financial stability.

At any point, you can head back to the dashboard for a comprehensive summary. This helps you then go back in to refine, replan and recraft as needed.

To try and help understand cashflow (the movement of money into and out of a business) as well as underlying profitability, we calculate everything looking at the monthly cost of output and input. We appreciate sometimes you might have one-off annual fees, like filing accounts. It's up to you how you want to incorporate this - either breaking it down to understand the monthly cost if spread-out over the year, or just manually deducting from any totals.

Finally, on the dashboard we include the option to adding any form of VAT or other taxation. This helps you plan ahead, and understand any 'real balance' left after HMRC Self Assessment, corporation tax or VAT has been applied.

12.) Payments, Invoicing & Memberships

MyBMABA Club Manager also incorporates the ability to seamlessly invoice and charge your students for transactions and/or memberships, supporting both offline payments and automated stripe invoicing too.

Enabling Payments

To switch on payments, regardless of whether you intend to use the integrated Stripe payment system or retain an 'off platform' payment system of your own (be that cash, BACS or another payment provider) start by heading to your Settings.

Clicking 'Enable Payments' and Updating will enable the additional modules;

You'll now see both Invoices and Memberships on the menu, with some additional settings;

Start by providing a logo (if you have one), ensuring the club name (Title) is correct , and provide an email address for students to contact you on with queries.

Ensure your email is your club email - this will be shown on all automated emails and invoices. Customers replying to the default emails will not receive a reply as it is a noreply@ inbox - so this is really important!

In this above example, Stripe has not been connected for automatic billing, so the offline payment instructions are crucial to ensure your students and members know how to make payment.

Test, Test & Test Again!

Don't skip this important step!

Whilst we've built everything to work out of the gate, you strongly recommend before issuing invoices or activating memberships, that you test first with a dummy student account and email address that you have access to, so you can see how it looks and feels as a student or family member. Many clubs 'go live' with a nominal £1 membership or similar, just to test the full process. If you do choose to do this, you might want to try TempMail (https://temp-mail.org/) for a free dummy inbox.

Offline Payments

We recognise that many clubs may prefer not to charge customers via Stripe and may instead want to manage payments offline - whether you accept cash on the night, Bank Transfer, or use a third party payment provider like SumUp - if you want to track payments, issue invoices, and assign memberships, but don't want to use Stripe, you can still make full use of the functionality built into MyBMABA Club Manager.

All functionality remains unchanged, but instead of your students receiving an email containing an online payment link, they'll receive your offline payment instructions instead.

You'll also need to manually update transactions to paid, failed, refunded and so forth as there will be no automated integration. This ensures you can easily track if students have paid for invoices or memberships etc, even if you accept a variety of different payment methods from your student base.

Stripe (Automated) Payments

Stripe is our recommended payment method, as it ensures a fully automated process for you and your students.

Charges & Fees

To help maintain the MyBMABA Club Manager on-going development, as a not for profit, BMABA CIC charge a 1% transaction fee for any stripe payments made through the platform. This is fully re-invested into future developments, and the on-going stability and security of our system. The standard Stripe fees will also apply, which are typically around 1.5% + 20p per transaction. You can see Stripe's fees and sign up for an account for free from here.

Connecting An Account

Connecting (or setting up) a Stripe account is quick, easy and secure. Press Connect With Stripe from the dashboard to go through a quick 'one-authentication' process;

You'll see an onboarding screen, similar to the below;

NB: we're using a test system for screenshots, so you'll see similar, but in the real system when you link up!

You can create a new account or select an existing Stripe account to link up to the MyBMABA Club Manager. Select the account, and press 'Connect'. That's it! You'll then be redirected to your settings page, where you'll be able to confirm the connection.

You can disconnect at any point but doing so will mean all existing memberships and automated processes will be severed, and will fail.

At this point, your payment system is live and ready to go.

Memberships

Memberships are for the on-going billing of membership to your club. All payments are admin driven, meaning students and parents can not sign up to a membership - it has to be assigned by an administrator. This ensures you remain in control of memberships across the club and helps with retention, as you do not require students or parents to sign in and create accounts etc in order to get started.

On the Memberships tab, you'll see three sub-tabs. Memberships (which you're on by default) shows all existing club memberships, and allows you to assign memberships to students.

Orders shows the related transactions (i.e: each recurring payment for a membership) and Packages which allows you to create the packages that will be assigned.

Creating Membership Packages

You can create and manage membership packages here;

To get started, click ' + Add Membership '.

You have two types of membership packages - Personal (individual) and Family (multiple person).

The fields are almost identical in each.

For personal;

  • The Name is the membership package name (i.e: Bronze Membership, Monthly Membership etc).

  • The description allows you to enter a description, which is shown to parents or students.

  • Frequency dictates how often students are charged (monthly, quarterly, six monthly or annually)

  • Price allows you to set the recurring price of membership.

  • Set-up Fee is optional, but allows you to charge a one-off up front fee to anybody being assigned the membership. This is useful for things like joining fees, any class fees not covered by the membership etc, and so forth.

  • Trial Duration is optional, and allows you to set a free period (in days) before the membership fee (price) is charged. Upfront fees are still payable.

Click the 'create membership' button when you're done to save the package.

You can edit existing membership packages which will update for new memberships, but won't automatically impact existing agreements.

For Family;

  • The Name is the membership package name (i.e: Bronze Membership, Monthly Membership etc).

  • The description allows you to enter a description, which is shown to parents or students.

  • Frequency dictates how often students are charged (monthly, quarterly, six monthly or annually)

  • Price per student allows you to set the recurring price of membership per student. For example, in the above screenshot where £50 is being charged, two students will be charged £100 per month, three £150 per month, and so forth.

  • Discount is optional, but allows you to setup a discount for each additional student assigned to a membership. For example, a 10% discount will be added to each additional student being added to a family membership, which can be helpful for allowing sibling discounts, etc.

  • Limit is optional, but can be used to cap a multiple person membership to ensure capacity or maximums are in place.

  • Set-up Fee is optional, but allows you to charge a one-off up front fee to anybody being assigned the membership. This is useful for things like joining fees, any class fees not covered by the membership etc, and so forth.

  • Trial Duration is optional, and allows you to set a free period (in days) before the membership fee (price) is charged. Upfront fees are still payable.

You'll then see membership packages side by side;

Assigning Memberships

It takes only a couple of seconds to assign a membership. From the Membership dashboard you can simply press '+ Assign Membership'.

The modal window will guide you through the assignment. First you choose a membership package, then a student to assign the package to, then you'll see the payment summary based on the membership.

Finally, you can select the payment method - Stripe (if connected) is recommended for automatic payments. Offline payment can be used for manual payment tracking.

After assigning a membership, you'll see the pending status;

If using Stripe, your student will receive an automated payment link;

Following the button from their email will take them straight to an immediate payment link. There's no setup requires, no accounts needed. Parents or students can then pay securely via Apple or Google Pay, Link, debit or credit card, or any other payment gateway you've enabled on your Stripe account.

Your students will see (in this example) an itemised recurring membership fee, and any free period too. In this test account example, the student simply enters card details and starts the trial.

Once paid, your student is shown instant confirmation;

Our system will also send an automatic payment confirmation by email;

Back in MyBMABA Club Manager you'll see the active membership on both the memberships tab, and also the student profile;

Under Actions, clicking 'VIEW' will take you to a summary page which will contain specific details on the membership.

Clicking 'Manager Order' will enable you to fully manage the entire membership, including the stripe payment links needed (to help you see any related payments or transactions in your Stripe dashboard) and the ability to refund orders, or cancel and update memberships;

If using Offline payments, your student will receive an email invoice with payment instructions, based on the payment instructions you give on the settings tab.

Because the payment isn't automated, you'll need to manually record payment. Head to the Membership tab and press 'VIEW' next to the pending order;

From there, you'll see the button to 'manage order'.

You'll need to update both Payment Status and Membership Status to enable the membership to commence.

Optionally (but recommended) you can send a payment confirmation, and record the payment date.

Remember to 'update'.

With the confirmation email ticked, the student receives the below;

If unchecked, no confirmation is sent.

Family Memberships

Provided you have setup NOK (Next of Kins) you can assign multiple memberships. When assigning a membership, select the Next of Kin first to which you wish to assign the subscription. You'll then be able to select the students to be assigned to that plan, and you'll see pricing 'stack up' accordingly. You can choose payment gateway in the usual way, and all other aspects of notifications, email invoices and so forth are the same as individual memberships, but will loop through to the NOK email.

Payment & Order Overview

Under Memberships you'll see a summary of all active memberships;

This will help you see exactly where all of your memberships are currently at, including billing (if for example being managed by a Next of Kin).

If you switch to the Orders sub-tab, you'll see a full list of transactions - so for example, if a student is two months into a membership, you'll see both individual transactions. This helps track payment, and makes it easier to jump in if you need to make adjustments or issue refunds.

Cancelling Student Memberships & Issuing Refunds

From the Order tab (or via the main membership tab, by clicking manage then 'manage order') you can easily cancel a membership. The option to refund is via the red Refund Order button. To cancel a recurring membership, toggle 'Membership Status' to Cancelled and update.

This will then be reflected wherever the student membership is shown;

Important: You may still need to cancel subscription payments directly from your Stripe dashboard. This will usually be from https://dashboard.stripe.com/subscriptions

In your Stripe subscriptions dashboard, you'll see the status of all subscriptions from MyBMABA Club Manager.

Use the ACTIONS button to cancel;

Confirm when to end the subscription;

And once complete, you'll then have formal confirmation;

Whilst not always necessary, where a student cancels with you, we recommend this precaution to ensure no further automated payments can be made.

If you are using offline payments, simple marking the membership cancelled is sufficient.

Using Stripe Dashboard

We've built our payment system to be quick, easy and simple to learn and understand. If you're using Stripe, you'll see that everything happening with Stripe (such as payment confirmation, and so forth) is automatically shown to you in the MyBMABA Club Manager. This means you won't typically need to spend much time in your Stripe dashboard, however, we do still recommend regularly checking your account at https://dashboard.stripe.com/ where you'll see your account balance, payouts, transactions and so forth. You can also always manually cancel, refund or control payments and transactions from here, although you should be careful to ensure anything manually updated at the Stripe account level has filtered back to the MyBMABA Club Manager.

Invoicing

In addition to memberships, which are designed to be recurring in nature, we also offer invoicing - which is better for one-off transactions.

The same as above applies, in respect that you can choose either Stripe payments or Offline Payment. If you do choose Stripe, any payment received is automatically updated in your MyBMABA Club Manager. If you opt for Manual Payments, you'll need to mark transactions as completed.

To create an invoice, simply press + Add Invoice and fill out the invoice details;

Students will receive the invoice by email, with either your payment instructions (if offline payment is selected) or the Stripe payment link (if Stripe is selected).

If using Stripe, the moment payment is made your student (or NOK) will receive an instant confirmation;

You'll also see the invoice as paid in the MyBMABA Club Manager;

Clicking 'Manage' will allow you to issue refunds, and to see things like the Stripe ID for the invoice and payment, which can be really helpful if you need to find the transaction in your Stripe dashboard.

If you're collecting payment offline, the invoice dashboard will show this clearly;

Your student (or NOK) will receive the email invoice with your payment instructions;

It's then over to you to mark the payment as received in due course;

You can choose whether you wish to send a payment confirmation email, but once updated, you'll see confirmation;

NOK (Next of Kin) Payment Management

Go to your NOK register;

From here, you can press 'MANAGE' next to any NOK to see their profile.

The student tab will show students under their account;

The ORDERS tab will show any active, pending or cancelled memberships;

Any memberships being billed to NOKs will also be reflected on the linked student's accounts;

The INVOICE tab will show any invoices;

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