Settings – Class Management
Article Contents:
This is a step-by-step guide on how to create a new class or edit an existing class.
Step-By-Step:
Step 1: Click on the Gear Wheel icon on the top-right corner of the screen. Then click on Class Management from the left-side menu.
Step 3: Click the ADD button to create a new class and fill in all the information such as:
Class Name: The title of of class. Ex. "Weekday Senior"
Class Name: The title of of class. Ex. "Weekday Senior"
Description: How you would like to explain what the class is Ex. "Can play anytime Mon-Fri and must be over 60 years of age".
Is Member: If you would like this class to be a member (typically you would always toggle this on).
Due Type: How often you would like to have the member pay dues for this class; yearly, quarterly, or monthly.
Due Amount ($): The price the member will pay. That amount will then be charged to the member based on what you selected for "Due Type".
Tax Group: You have the option to select the exact tax group that fits your facility.
Processing Fee: Here you can enter a processing fee for when the member pays their dues. - This would be additional to your credit card fee if applicable.
Enable Online Sale: If you would like members to be able to purchase this class online.
Prorate on Sale: Being able to prorate the dues if starting mid month/year.
Eligible for Awards: If you would like the member to receive points for making the purchase of that particular class.
Prorate on Sale: Being able to prorate the dues if starting mid month/year.
Eligible for Awards: If you would like the member to receive points for making the purchase of that particular class.
Awards Percentage: The percentage or amount that you would like the member to receive in credit (awards).
Club Display Sequence: The order you would like the classes displayed when viewing online.
Maximum Assignment: How many customers can be assigned that particular class.
Once completed, click on the SAVE button to finalize.
Step 4: Click on the Action button to find the options below:
Edit Class - Used to edit a class.
Minimum spend rule - Used to set a minimum spend rule for a particular class.
Discount Type - Used to set a discount rate for a particular department of your facility.
Chart of Account - Used to add a class to a Charts of Account.
Archive - Used to archive a class.
Additional Settings: Here you can select settings for tee sheet display color, group size, required credit cards etc. all for the respected class.
Additional Settings: Here you can select settings for tee sheet display color, group size, required credit cards etc. all for the respected class.
Sale Strategy: Here is where you can create a link to sign up for the respected class.
If you archive a class, that class will appear in the Archived Classes.
Once a class has been assigned to a member that class can no longer be archived.
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