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Comment: Managed golf club info and sub tabs

Table of Contents
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The menu

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Managed Golfclubs

Here you can specify which default values are to be used in each area.

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Warning
titleAccess data

Please make sure that the entered data is correct. Without this information, several services cannot be used (player entries in tournaments, player uploads and downloads, association searches, etc.).

Remember also that if you change your password directly at the association, you also have to enter the change here!


Customer classification

Path: Club Management → Managed GolfClubs →  Customer Classification

Here you can create and customise membership types and their representation in the start times program.

Membership Types - Create member

Path. : Club Management → Managed GolfClubs →  Customer Classification → Membership Types 


With the symbol Image Removedsymbol Image Added and a name entry, you can already create a new member type:

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Meanwhile, a new invoice template (without content) is created, which you can fill with articles.

Please note that to finish creating a membership type, you must remember to add a product for the billing templates (billing templates - see below). To see how to add a product, please address the following link: Creating products

Membership Types - Number of your members and member types

Here you also have the possibility to edit your memberships, create new ones and read out how many members you have for which member type.

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Warning
titleDeletion procedure

Please note that it is only possible to delete a member type if it is no longer assigned to a member. The same logic applies to the display categories and customer tags.


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Display categories


Path. My golf club Customer classifications Managed GolfClub : Club Management → Managed GolfClubs  → Customer classifications → Customer category

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First you create a category. Here you can/must specify whether you also want to use this as a member category.

This is activated by the checkbox:

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Note
titleMember category

If you have selected the 'Member category' checkbox when creating the category, you can only assign it to customers who are listed as members with you.

We advice that you have at least one for members and one for guests.

After you have created the category, it is now the turn of for the display category.

You select the category for which you want to create an ada display:

  • You select the category for which you want to create a display category. 
  • Then use the button  (in the lower area) to create your desired display category or "customer sub category".

Now you can test/select this category for an existing customer and it will also be shown in the calendar with a colour, if you have chosen one for the customer sub category.

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You can also find out how to edit/change existing ad categories under : Members - Customer Management#Customer Management Display Categories

Customer tags


You will find the explanation under this heading: Members - Customer Administration#Customer Administration-CustomerTags

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Billing templates


Path. Tenant : Club management → Managed Golfclubs → Billing Templates

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The invoice templates are created automatically, but without content, after you have created a member type (How do I create a new member type: Member Type - Create Member)
Here you can add articles or article collections after selecting the invoice template in the lower area (open by clicking on the respective font).

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To add another billing template, you must pick a template name, a seller and a customer filter.


Note
titleCustomer filter

An automatic CustomerFilter ensures that all customers whose criteria match this template are included. This ensures that the created template also appears to the customers.
A CustomerFilter is automatically created by creating a member type and only needs to be assigned by you when creating a template.

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After you have added a billing template, you can add articles or article collections to set the price for the billing template after selecting the invoice template in the lower area (open by clicking on the respective billing template).

Here you can enter information about the article:

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Info
titlePeriod

Here you indicate in which time periods this article is charged e.g. quarterly. If we assume, however, that you charge only 1 x per year, this article will be charged 4 x.

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Under Golf Suite you are able to add the courses that you have in your golf club. To add a golfcourse you press the plus in the bottom of the table and must fill out the following information:

Is Active: This should be marked if this is an active golf course

Business Unit: The business unit it belongs to, in case you are managing more than one golf club, for example.

Name: Name of the golf course.

Play Duration: The duration it would take to go through the golf course.

Color in Calendar: What colour it will be displayed as in your calendar.

Description: If you have one.

Online available: if you want this golf course to be bookable online.

Sort index: In what order it should come in your teetime calendar.

Reply To Email Address: 

Default Male TeeOff: The default teeoff for men.

Default Female TeeOff: The default teeoff for women.


You will find the further explanation under this heading: link about how to set up your TeeTimes and golfcourses: 

TeeTimes - Tee-off times#T Tee-off times - bookable places

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Other Golf Clubs


All data of the for other golf clubs are displayed here. This interface updates all golf club data about the associationcan be found and downloaded here.


Business structure


You can start building your golf club by first selecting the seller.

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