Tee Sheet - Add New Customer - Set Flags

Tee Sheet - Add New Customer - Set Flags

Article Contents:


This article summarizes how to Add New Customer - Set Flags into tee sheet.


Step-By-Step


Step 1: From the tee time reservation pop up, you will see a plus (+) icon to the left of the Last Name field and under the “Add” column.  If they are a new customer, you can click add to quickly add them to your customer database.





Step 2: Once all information is filled out, you can assign the customer to a class (i.e., senior, junior/military, PGA, etc), or you can begin a membership.




Step 3: If a membership is started, a member number will automatically generate, or you can create your own.




Step 4: Select the membership that applies to that class and click save.


Step 5:  Click on "Set Flag" tab.




Step 6: Select date, add note, and click "Add Flag" button.




ALL FLAGS REPORT: 






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