Make Membership Updates Easy with Bepoz Automation
22 May 2026
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Circular 26-027 Relevant for Club Officers and Management |
If you're still manually sending member updates through to Clubs New Zealand for app verification, there is a much easier way.
A big thanks to Trina from Porirua Club who has pulled together a Bepoz custom report that automatically emails membership changes each week. Once it's in place, the process runs in the background, no more chasing and no more missed updates.
That means:
- Your members get a smoother experience using the Clubs New Zealand app,
- You and your team save time on admin, and
- Membership data stays up to date.
How it Works
The setup uses a custom Bepoz report to capture membership changes over the past 7 days and send them automatically via email.
Once configured:
- New and renewed members are picked up automatically.
- Only valid records (with email addresses) are included.
- Reports are sent on a regular schedule (e.g. weekly)
No more manual exports!
What you need to do
You will need to create a custom report using the below code:
SELECT
ac.DateTimeExpiry,
ac.FirstName,
ac.LastName,
ac.CardNumber,
ad.Email1st
FROM Account ac
LEFT JOIN Address ad ON ad.AddressID = ac.AddressID
WHERE ac.DateTimeLastRenewed >= DATEADD(day, -7, CONVERT(date, GETDATE()))
AND ac.DateTimeLastRenewed < CONVERT(date, GETDATE())
AND ad.Email1st IS NOT NULL
AND ad.Email1st <> ''
ORDER BY ac.DateTimeLastRenewed
Here is what it looks like with the columns set up in Bepoz
And then under System Set up, Schedule Jobs, is where you set the option to send it automatically on schedule
Need a Hand?
If you'd like help setting this up, Leigh is available to support you through the process. Please email leigh@clubsnz.com or phone the National Office on 0800425827.
This is one of those small changes that can make a big difference for both your team and your members.