Navigate to Customer > Customers & CRM > upper right corner > press the “New customer”-button.
Afterwards, press on the sub-task “Member” to add a new member. Now you will be given the option to fill out every information you may need to create a new member record in our GolfSuite.
If the new member is already registered within the golf association, our GolfSuite provides you with the "Golf Association Search" (image below). The data will be searched directly using the database of your association (if connected with it).
After finding a person, pressing the blue Arrow-button will transfer all available data and insert it in the corresponding fields of our software.
Personal Information
Page 1/6: Enter your personal data here. Be sure the following information is recorded, whether automatically filled using the association search or by manually editing:
First Name
Last Name
Salutation
Nationality
Gender
Birthday
This is mandatory for members, but not for guests - We suggest you always add this information.
Published tournaments will require this base data to be properly sent.
Communication channels
Page 2/6 Communication channels: The mobile number and e-mail address are essential for certain functions, like sending an SMS or Email as confirmation for participating in a tournament. You may choose to not enter any information here though.
Postal Address
Page 3/6: Postal address is stored here (no mandatory field). You also have the option of saving the postal address as a billing address.
Billing Address
Page 4/6: If the billing address on page 3 is not selected, you can enter it on page 4.
The Interface is the same.
Membership Information
Page 5/6: Member information is requested here. Mandatory fields are highlighted in blue.
When creating a member, you have following options to choose from:
Type (your membership type)
Start Date (when this person is officially a member)
Customer sub category (the displayed sub category)
Handicap (Here you can also select its STATUS, be it: Active, RV, Pro, NAM, PR, TE and OV)
Home Club (your Golfclub)
Other Clubs (if your new member is part of another Golfclub)
Create billing template (if checked, creates a billing template for this customer)
Payment method (as standard, use “Invoice”)
Mark current year as paid (so nothing will be billed under billing template for this year). The next due date will be the 01.01 (standard value) for the next year, unless specified differently.
Create POS Ticket (creates a Ticket for the POS)
Please take note what your association requires you to provide/check in order to correctly upload a member, like a proficiency certificate and mandatory information.
Page 6/6: In the summary, you can review all the information entered.
Once you are done, press on the blue Save-button to finish setting up the new member. This will create a new member and automatically open its customer record.
Association Upload
Navigate to Golf Data > National golf association of your new member’s customer record.
If they already owns an association ID, you may manually find your customer using the Manual Assignment. You may also change Association Membership or Delete an assignment.
It does not hurt to double check if a member already has a record within your association. In case you do find a record, press the button “Sync with Association” to reacquire the latest date available provided by your association, specifically the latest Handicap.
Once you are done checking everything about your customer, press the “Upload to National Association”-button, in order to let your association know this player is now part of your Golfclub.
In case the customer has no association ID, it will now be created by your association and linked with this customer. It may take several minutes or more to process the new information by your association, regardless if an ID is created or not.
Please be patient when uploading a new member.