Customers/Members - Playing History of individual Customer/Member

Video: Customers/Members - Customer Playing History and Purchase History

Article Contents:

This video tutorial covers the features and functionality of the History and Purchase History tabs in the Club Caddy software. It includes a walkthrough of how to view member and golfer activity, search and filter transaction details, sort data, and export information for further analysis. The video also demonstrates how to view itemized receipt details and check transaction status, making it a helpful resource for tracking sales, resolving discrepancies, and answering questions related to member and golfer activity.

Step-By-Step:

Step 1: The History tab displays rounds and sessions for members and golfers, including golf course rounds and activities like pickleball or simulator sessions.

Step 2: Users can view player information such as the date they were added to the database, last visit, rounds played, and loyalty points.

Step 3: Booking details include the date, number of holes or session duration, turn times, pricing plan, selling price, reservation/check-in status, and payment status.

Step 4: The Purchase History tab shows all transactions tied to a specific person, allowing users to search by database order ID or filter by date range.

Step 5: Transaction details include the order ID, date and time, subtotal, tax amount, service charge, grand total, and payment type.

Step 6: Users can sort data by clicking on column headers and view itemized receipt details, including tips, using the "View Receipt" option.

Step 7: The status column indicates if a transaction is active or pending (for open tabs).

Step 8: Both tabs allow users to export data to an Excel file for further analysis.



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