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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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FieldExplanationNote
Payment Billing Template categoryWhen a new member is created, it is always assigned the payment billing template category selected here.This is used to separate, for example, invoices, annual accounts or leases.
Display category guestsGuest CategoryWhen creating a new day guest, the display category selected here is always displayed.You can also adjust this here afterwards.
Display category MembersMembership CategoryWhen creating a new member, the display category selected here is always displayed.Also here you can adjust it afterwards.
Membership number generatorNumber GeneratorWhen creating a new member, the next possible number is automatically assigned by the selected generator.You can change this number in the process while creating the member.
Member Membership typeWhen creating a new member, the member type specified here is always assigned.You can also change this here afterwards.
National associationAssociationThe association to which the search functions are sent is specified here.These settings are automatically adjusted.
RegionEnter a search reference here. This information is used, for example, to check in the background which area code is applicable when a telephone number is entered.This specification has more of a technical background, which is why you can skip it, as it is already specified.

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Access can be found via : Club management → Managed GolfClubs → Login data (see screenshot below)

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Here you enter your access data, which you receive from the association.

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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 Managed GolfClubs →  Customer Classification → Management → Managed GolfClubs →  Tab: Customer Classification →Tab: Membership Types 

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

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Info
titleDefault position

By specifying the Default position, each member of this category for ordering the national golf association card receives the deposited info on it.
Differently from a member type, you can also deposit for each individual member, an individual default position.

You can customize the default position, you can via path: Customers / Customers & CRM / Tab "Golf Data→ Membership → Card imprint".

To ensure that this is actually printed when ordering the national golf association card, the member data must first be uploaded to the association.


Meanwhile, a new invoice template (without content) is createdis created in the background (Billing templates tab), which you can fill with articles.fill in via the button Image Added.  (for example: Annual fee, national association fee, etc.).

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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).Image Removed.

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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Golf Site


Under Golf Site 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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Access: Tenant Management → Export Configuration
Quick access: Use the "Quick Search" Image RemovedImage Added to find the export configuration.

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The following areas are now defined here:

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Field/rangeExplanationNote
ActiveHere you set whether you want to release this configuration.Thus the use is permitted.

If you do not activate it, you can still save it, but it is not offered anywhere.

(Idea: e.g. make the entry now and use it later, if necessary).

Export headerHere the 1st line is used for the names of the fields.If this is not selected, the 1st line starts immediately with the data of the 1st customer.
NameDesignation for your export configuration.
RangeHere you specify where you need this export configuration. If, for example, you set Invoice, this export will be displayed in the invoice overview.For each configuration the specification is only possible for 1 area.
Export formatHere you set in which format the export is proposed by default.When exporting, you can change the format of the file again.
Available fieldsThese fields are available to you.If certain fields are missing, please contact Nexxchange Support.
Selected FieldsThese fields are explicitly applied during application.These fields will be exported.

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Tip
titleSettings for the Self-service terminal

No additional user is required for the Self-service terminal settings (= no concurrent user)

Please note that the devices you want to use must be connected to the Internet and authenticated using static IP.


Leaderboard


Path. Tenant : Club management→ Configure Self-service terminalterminal → Configuration

The following steps must be followed to set up the Leaderboard:

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Warning
titleIP Address

Please note that in the case of a dynamic IP address, your access is no longer granted due to the changed address. In this case, your computer administrator should change it to a static address. However, you also have the option of assigning any identifier, e.g. 'Reception', instead of the IP address. With this identifier in the URI URL you can then access the Self-service Terminal from any device with an Internet connection. For this it is sufficient to simply add ?device=Reception to the normal URL of the Self-service terminal.

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Now that you have made the settings, all you have to do is open the Leaderboard:

Path. Tenant : Club management → Self-service Terminal → Open

Note
titleAutomatic logout of the user
  • After you have made the settings and opened the Self-service Terminal, you will be logged out automatically. You don't need a user now, because the authentication is done via IP address.
  • The Leaderboard always shows you the tournament that will take place today, e.g. if you have entered today under Set up in the tournament system, the results of this tournament will be displayed (if available) (the next day the Leaderboard will be 'empty' again, because the tournament "expired").

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It is also possible to see the groups separately. You just have to add to the link http://XXXX.nexxchange.com/XXXXX/selfServiceTerminal/renderSelfServiceFunction -→ ?device=clubhouse&showgroups=1, e.g. http://XXXX.nexxchange.com/XXXXX/selfServiceTerminal/renderSelfServiceFunction?device=clubhouse&showgroups=1clubhouse


Start time calendar for the Marshall

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