General Tips - Membership Class Changes
Article Contents:
This article gives step-by step instructions for transitioning golf club memberships from yearly to monthly billing cycles, or vice versa.
Step-by-Step:
Step 1: Determine the expiration of the current membership class.
Following guidelines contained here explaining class deletion to properly set the expiry of the memberships to occur before the next billing date.
Step 2: Create a new membership class with a start date aligning with the new billing cycle. Utilize instructions from here to assign the new class to members, ensuring a seamless transition.
Related Articles
Trouble Shooting: Class Rates not Populating on Tee Sheet
Article Contents: This article provides step by step instructions on to trouble shoot when a class rate is not populating on the tee sheet for a member. Step-by-step: Step 1: Check the members profile under the Member Info tab that their class is ...
Moving an Email Address from an Archived Customer Profile to a New Profile
Article Contents: This article contains a step-by-step guide on how to move an email address from an archived customer profile to a newly created profile. This process is crucial in situations where a customer requires a new profile or needs to ...
Customer Support
Article contents:- This article contents how to use "Customer Support" for new Customers and Existing Customers. Step- By- Step:- Step 1:- You'll first need to navigate to our homepage found here. Step 2:- We have support for both Existing and New ...
Establishing a Pro-Shop Credit Account or House Account (3 Methods)
Article Contents: This article summarizes the different methods that can be used to created a pro-shop credit account or house account depending on your facility's unique needs. Method 1: Membership Account Step-By-Step: Step 1: Navigate to the CRM ...
Club Caddie - How to Download and Install Latest Version of Club Caddie
Article Contents: This article contains step-by-step instructions on how to update your Club Caddie golf management system. *Before starting Step 1 delete Club Caddie app/software from your computer or station. Windows: Go to your Control Panel in ...