Tee Sheet - Add New Customer - Assign Class

Tee Sheet - Add New Customer - Assign Class

Article Contents:


This article summarizes how to assign a class to a new customer through the tee sheetS.

Step-By-Step:

Step 1:  Select the TEE SHEET  module from the module navigation menu.



Step 2:  On the TEE SHEET there are time slots under the FRONT & BACK panel where tee times can be booked.  There are 3 ways to reserve tee times:

A.  Click on the Add button next to the time on the slot.



B. Right-click on the particular time slot and click on Add Booking in the drop-down list.



C. Double click on the Time Slot.

   


Note: All 3 ways above open a booking popup that contains the booking details.

Step 3: With the booking details pop-up open several different options are available. Click on "+' to add a new customer.


Step 4: The system will generate an ADD CUSTOMER window. Fill in all the info then click on the Save button.



Step 5: After completion of Customer GENERAL INFO you can assign a class to the customer. First check the box Signup for Membership, and then click on MEMBER INFO under the General Tab. 





Step 6: Select the membership class from the Membership Class dropdown list then select the Expiration Date and click the Save button.
















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