This guide covers the ability to map specific tee plans to certain membership classes so that the Tee-Sheet can automatically apply them based on a member's profile.
Step 1: Click on the Gear Wheel icon on the top-right corner of the screen.
Step 2: Click on the Class Management button from the left menu.
Step 3: Click the ADD button to create a new class and fill in all the information like Class Name, Description, Is Member, Due Type, Due Amount ($), Tax Group, Processing Fee, Enable Online Sale, and Display Sequence. Once completed click on the SAVE button to finalize.
Step 4: Click on the Action button and you will 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.
Chart of Account - Used to add a class to a Charts of Account.
Archive - Used to archive a class.
A) If you archive a class, that class will appear in the Archived Classes.
B) Once a class has been assigned to a member that class can no longer be archived.
Step 4: Once a Membership Class is added, applying now begin will map the membership classes to the active tee-plans across all seasons.
Seasons can also be chosen for which the class will apply to. The toggle box can be use to choose which tee-plans are assigned to specific membership classes.