25. Recommended Checks Before Going Live

Complete this checklist before the club starts using ClubWerk in daily operations.

Club and access

• ☐ Club details and official billing name are correct.

• ☐ Insurance and accident contact are complete.

• ☐ Roles are clear and not duplicated.

• ☐ Administrators have suitable permissions and two-step verification.

Team and agreements

• ☐ Every team member has a date of birth, contact details and an active assignment profile.

• ☐ Every scheduled person has the correct status and role.

• ☐ Compensation and mileage agreements have been reviewed.

• ☐ Mileage compensation is deliberately enabled or disabled per person; it is disabled by default.

• ☐ Volunteer annual limits have been assessed per person.

• ☐ External lump-sum allowances have been requested and the volunteer register checked.

• ☐ Agreements are ready and the preview has been reviewed.

Planning and portal

• ☐ Activities have a date, time, location, role and required team positions.

• ☐ Imported courses have deliberately been included in or excluded from planning.

• ☐ Participant lists and teacher groups have been checked.

• ☐ The planning has been viewed as a team member.

• ☐ Invitations were sent to the correct email address.

Control and payment

• ☐ A completed test performance can be reviewed.

• ☐ A test expense claim can be submitted and approved.

• ☐ The monthly review shows understandable blockers.

• ☐ The payment list and any SEPA file have been checked.

• ☐ A Ponto payment was confirmed at the bank and matched afterwards.

• ☐ Only modules and integrations that are actually used are enabled.