How to Add a Dynamic Membership Group Type

 

This section will explain, step by step, how to set up and utilize a Dynamic Membership.

 

Group Type - Creating a Dynamic Membership Group Type

 

Navigate to Groups → Group configuration → press on the green + symbol.

 

 

Choose Dynamic Membership Group Type and press on the green “Add”-button.

This will open a different dialog window, opposed to that of a regular Group Type.

 

 

In a Dynamic Membership, you can define the following:

 

  • Name

  • Max. Allowed Nominee(s) - The max amount of customers which can book with this membership

  • Maximum Count Of Guest Nominee(s) - A sub-value for the sub-category guests

  • Max Concurrent Players Allowed - Defines the max. amount of players on the green at the same time

  • Max. Daily Bookings Allowed - The maximum amount of daily bookings for this membership

  • Evaluation Period Days - If you want to limit the time you can book (days) in advance

  • Membership Required - If a nominee needs to be a part of your Golfclub, check this box.

  • Federation Registration Required - If a nominee needs to be part of your national federation, check this box

  • Group Position Of Nominee(s) - The default position assigned to people you add to this membership

 

You are able to change every detail of a Dynamic Membership. Click on the yellow button next to it:

 

 

Press on the orange “Save”-button to edit this entry. Now, we add additional Group Positions:

 

You may add any amount of positions manually. It works exactly like regular groups, which is explained under Customers - Groups.

 

Assigning and Activating a Dynamic Membership

 

Navigate to Customers → Customers & CRM. Search or create a customer and open the sub-tab Membership.

 

This customer first needs a valid membership of any kind. Else, you will not able to create a Dynamic Membership.

 

Now, click on the blue “Create Dynamic Membership”-button.

 

This will open a new dialog window, allowing you to set up the Dynamic Membership and adding players.

 

 

Choose a name, pick your desired Group Type and define a Nexxchange Marketplace Administrator.

 

Then, switch to the tab “Nominees” and add all the golf players who are allowed to book.

 

 

Either use the quick search or press on the lens-symbol to open a detailed search grid:

 

Pressing on the “bin”-button next to a nominee will delete the entry.

 

Press on the blue “Save”-button to save your options. Once you set up the Dynamic Membership, it will look like this in your GolfSuite:

 

 

Under Dynamic Membership Booking(s), you will see any booking done with this specific membership.

 

You may freely edit the configuration of this membership, or delete it.

 

Dynamic Membership - Marketplace Administrator

 

If you choose to do so, you will be able to choose (and book) using this very customer’s Marketplace account.

 

Once you click on the Dynamic Membership you will be redirected to a general overview of all your Nominees:

 

You may freely delete or add new Nominees.

 

→ Click on this button, then enter the E-Mail-Address of an existing Nexxchange-Account:

 

 

→ Click on this button to add the new Nominee.

 

→ Click on this button to Cancel the process.

 

→ Click on this button to remove a Nominee anytime you want from your Nominee-List.

 

You can perform all your managing needs directly on our Marketplace (Nexxchange.com).

Easy and independent from the Golf Club this Dynamic Membership is associated with.