# Before you go live: a checklist > What to check before the club uses Sports Club OS for real and tells its members: settings, members, logins, email, bookings and money. Who this is for: Anyone with “Club settings” or “Users and roles” (by default: Administrator). Last checked in release 2026.10.23, on 23 October 2026. Source: https://sportsclubos.net/help/setup/go-live/ Go live on a quiet day, not the week renewals go out. Work through this list first: each line is something clubs most often find wrong after members have started using it. Most take a few minutes. ## The club's settings - **Club details** are right: name, ABN, address, **How to pay** and the invoice footer, all of which print on every invoice. Check them on the first invoice you raise, with **Print / PDF**, before it goes to the member. See [Enter your club's details](https://sportsclubos.net/help/setup/club-details/index.md). - **Invoice number prefix** and **Payment terms (days)** are what the club wants. Set the prefix before the first invoice: invoices already raised keep their numbers. - **How prices are entered**, and every GST code, have been agreed with the club's accountant. See [Set up GST codes, price entry and your accounts](https://sportsclubos.net/help/setup/finance/index.md). - **Membership types** have the right fees, joining fees and year-end dates, and the right ones are **Available for new members**. See [Set up membership types and fees](https://sportsclubos.net/help/setup/membership-types/index.md). - The **membership year** rules (pro rata, rounding, late joiners) give the fee you expect: press **New member** on the Members page, choose a type, and read the quote. - **Sports, courts and booking rules** match the club's: open Club > Bookings > Calendar and look at each sport. See [Set up courts, tables and booking rules](https://sportsclubos.net/help/setup/courts-and-rules/index.md). - The **price list** holds every charge the office invoices. ## Members - The numbers on the Members list, by status and membership type, match the system you came from. - A sample of records is right: names, emails, dates of birth, expiry dates, tags. - **Households** are linked, so the head of each family sees and pays for everyone in it. See [Households: who pays for whom](https://sportsclubos.net/help/members/households/index.md). - Nobody is in twice. Search for a few common surnames. - Anyone who should be on **Auto renew and invoice** is switched on, and nobody else. See [Set up invoices, renewals and auto renew](https://sportsclubos.net/help/setup/invoices-and-renewals/index.md). ## Logins and roles - Everyone who works at the club has a login with the roles they need, and has signed in once. See [Give people logins and roles](https://sportsclubos.net/help/setup/users-and-roles/index.md). - **Roles & permissions** has been read through, and changed where the club works differently. - Every administrator, and the treasurer, has two-factor sign-in turned on. - Logins for people who have left are disabled. ## Email - The **email categories** say plainly what each covers. See [Set up email categories and how members choose them](https://sportsclubos.net/help/setup/email/index.md). - **Replies to club emails go to** the right address. - Write a short message and send yourself a copy at its **Test** step. Check it arrives, looks right, and that a reply goes where you expect. ## Try it as a member Ask a member (or a committee member who is also a member) to: - Make their login with **Create your portal account**, using the email address the club has for them. Approve it on Club > Members > Portal sign-ups. - Book a court, change it and cancel it. Check the booking rules and guest fees are what the club wants. - Open their invoices. - Apply to join through the join form, with an email address they can read, to see the whole application from start to finish. See [Put the join form on your website](https://sportsclubos.net/help/setup/join-form/index.md). ## The parts your club uses - **The till:** products and prices, licensed hours, each till registered, staff PINs set, a receipt printed. Open a session, make a sale, refund it, and close the session. See [Set up the till: products, licensed hours, tills, PINs and printers](https://sportsclubos.net/help/setup/till/index.md). - **The roster:** staff added and invited, and a week published to a few of them. See [Set up the bar and events roster](https://sportsclubos.net/help/setup/roster/index.md). - **Classes:** the timetable, terms and passes are in, and a test booking works. See [Set up classes and coaching](https://sportsclubos.net/help/setup/classes/index.md). - **Functions:** rooms, items and terms are the club's own, not the placeholders. See [Set up function rooms, items, packages and terms](https://sportsclubos.net/help/setup/functions/index.md). - **The TVs** show what they should. See [Set up the club's TVs](https://sportsclubos.net/help/setup/tvs/index.md). - **The bank accounts** the treasurer reconciles are added, with their start dates and opening balances. See [Set up bank accounts for reconciliation](https://sportsclubos.net/help/setup/bank-accounts/index.md). - **Competitions and reports:** the conveners and the committee have their roles, and the reports settings are the club's. See [Set up competitions and reports](https://sportsclubos.net/help/setup/competitions-and-reports/index.md). ## The club's data - Download all the club's data once, to see that it works and what it holds: [Download all the club's data](https://sportsclubos.net/help/admin/export/index.md). Keep the file private. ## What to tell members Tell members, in one message: - That they can book, see their invoices and keep their details up to date at the club's Sports Club OS address. - To make their login with **Create your portal account**, using the email address the club has for them, so it is matched to their membership. - What has not changed: how they pay, and who to ask. ## What Sports Club OS does not do yet Keep doing these the way the club does them today: - Taking card payments online, and direct debit. Members pay by bank transfer, at the club or as they do now, and the office records the payment. - Emailing invoices and receipts. Print an invoice or save it as a PDF and send it yourself. - Sending reminders about unpaid invoices, and sending renewal invoices. Renewal invoices are raised, not sent, whether the office raises them or Auto renew and invoice does. - Text messages to members. The full list is [What is not built yet](https://sportsclubos.net/help/reference/not-built/index.md). ## Next [The first month: what to check](https://sportsclubos.net/help/setup/first-month/index.md).