Before you start
Have the club’s current name, country, preferred currency and financial year start ready. You do not need a perfect member list to create the workspace; the import can happen after the basic setup is complete.
Create the workspace
Start from the club signup page and choose the edition that matches the organisation. The setup asks for the club details used in the workspace and in future member communication. Use a club-controlled email address where possible so the next officer can take over access.
Check the defaults
Review the currency and financial year start before adding dues plans. These defaults make later periods easier to configure, but they can be changed in settings when the club’s practice requires it. The first dues period should be anchored to the likely start date of the current cycle, not a date far in the future.
What to do next
Invite the officers who need access, then import or add members. Keep the original source file until the import has been reviewed and the club is satisfied that the record is complete.