Workflow Automation for Clubs

The engine that runs your club's admin for you
SquadSpot's workflow automation is the engine the rest of the platform runs on. A form comes in — a membership application, an annual renewal, or any custom form you build — and the workflow takes it from there: it notifies the right people, collects payment, routes anything that needs committee approval, updates the member's record, and issues whatever the member should receive. You set it up once and the manual admin that used to eat your committee's evenings simply stops. For a shooting club that might be a renewal that verifies a licence, takes payment and issues a digital card; for any club it's the same relief from paperwork, shaped to the way you actually operate.
Annual Application Form 2028
Workflow automation · Active
RunningLogsPublish
Workflow runs
1,284
100% completed
Trigger
Application submitted
Form validated
Notify
Notify committee
3 recipients
Payment
Accept payment
$120 reconciled
Email
Send confirmation
Delivered
Approval
Committee approval
Awaiting sign-off
Wattle Creek
Sporting Club
AUTO
Member name
Danielle Kerr
Type
Premium
ID
2320044
Expires
31 Dec 2028
Added to Apple Wallet
Certificate of
Membership
Danielle Kerr
Wattle Creek Sporting Club
Premium · valid to 31 Dec 2028
Secretary
No. 2320044
New submission
Danielle Kerr · just now
Live
Form validated
Payment captured
Committee notified
Awaiting approval
Annual Application Form 2028
1,284runs · 100% completedRunning
Trigger
Application submitted
Form validated
Payment
Accept payment
$120 reconciled
Approval
Committee approval
Awaiting sign-off
Email
Send confirmation
Delivered
The problem

Most club software does one job and stops. Someone still has to do the next one.

A form comes in, a payment lands — then someone has to remember to send the confirmation, update the record, issue the card. SquadSpot runs the whole chain itself, the moment the trigger happens.

BUILD ANY FORM, ANY PROCESS

Build any form, and the process behind it

Start from a renewal, a new-member application, or any form your club needs, and shape the steps to match your process — custom fields, acknowledgements and waivers, conditional questions, and approval stages where a committee member needs to sign off. The workflow follows your rules, not a rigid template, so the way the software runs mirrors the way your club already works.

Renewal form
Safety waiver
Tick box
Junior member?
Conditional
Committee sign-off
Approval
Add a field
Rule
IfJunior = yes
Ask for guardian details
Require parent consent
No developer
Your process, not a template
Fields14
Rules3 conditional
ApprovalsCommittee
Run #4821
Danielle Kerr
09:14Form submitted✓
09:14Committee notified✓
09:14Confirmation emailed✓
09:15Payment link issued✓
09:22Payment reconciled✓
Waiting on you
1 item
Danielle Kerr
Renewal · $120 paid
DeclineApprove
Nothing chased
Six actions, one submission
NotificationsSent
Payment$120 reconciled
Manual steps0
AUTOMATED ACTIONS & NOTIFICATIONS

One submission triggers everything that should happen next

A single submission sets off everything that should follow. SquadSpot sends internal notifications to your committee and external confirmations to the member, issues a payment link and reconciles the funds, records the attendance or status change, and holds anything awaiting approval until it's actioned. The handoffs that used to happen by email, spreadsheet and memory now happen on their own.

CARDS, CERTIFICATES & RECORDS

Issue cards, certificates and records automatically

When a member completes a workflow, SquadSpot can issue their digital membership card to Apple or Google Wallet and generate a branded membership certificate automatically — no admin touch, no reprinting, no chasing. Their profile, expiry and records update in the same moment, so what the member receives and what your database holds are always in step.

Issued
Status
Digital card
In wallet
Certificate
Emailed
Member record
Updated
Receipt
Reconciled
Certificate of
Membership
Danielle Kerr
Wattle Creek Sporting Club
Premium · valid to 31 Dec 2027
Secretary
No. 2320044
The same moment
Issued without asking
Digital cardApple & Google
CertificateGenerated
RecordUpdated