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Write club procedures

Create an admin-owned SOP with taxonomy, club scope and English markdown, add translations, and make critical guidance essential.

ForClub ownersReception & operations

Before you start

You need an Admin organization role and a unique title. Decide whether the guidance applies to all clubs or one venue.

What you will have

Staff will have an active searchable procedure with clear scope, language content and essential status.

Tips

Keep the title out of the body and write action-first steps. English is required; add other language bodies only when they are maintained.

Troubleshooting

If Save is unavailable or rejected, verify your Admin role, unique title, department, category and required English body.

Steps

01

Open Dashboard → Procedures

Use the current filters to check for an existing procedure before creating another document with the same purpose.

Procedures list with department, language and essential-process filters
Search and filters help staff find the right operating procedure during day-to-day work.
02

Choose department and category

Create the procedure and select the department and its category so staff can find it in the expected section.

03

Set All clubs or one club

Leave the club empty for organization-wide guidance, or select the venue when the procedure depends on that club.

04

Write the unique title and English body

Add a concise title and practical markdown instructions. English content is required and should contain the procedure steps, not a repeated title.

Procedure detail panel showing actionable club operating guidance
A procedure record presents the instructions staff need, including its category and essential status.
05

Add maintained language versions

Fill additional language bodies when staff need them. Readers can select the available language from the procedure filters.

06

Set Essential when the process is critical

Use the Essential flag for guidance staff must surface quickly. Essential cards sort first and can be isolated with the filter.

07

Save and review the reader view

Save the procedure, open its detail route, verify markdown, taxonomy and scope, and check any recent previous version where relevant.

Related content

Write club procedures

Create an admin-owned SOP with taxonomy, club scope and English markdown, add translations, and make critical guidance essential.

Get started