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: 






    • Related Articles

    • Tee Sheet - Add New Customer

      Article Contents: This article contains step-by-step instructions on how to add new customers through the Tee Sheet. Step-By-Step: Step 1: Select the TEE SHEET module from the module navigation menu. Step 2: Book a tee time: There are 3 ways to ...

    • Tee Sheet - Add Customer to a Group Booking

      Article Contents: This article contains step-by-step instructions on how to add a customer to a group booking. Step-By-Step: Step 1: From the module navigation menu, select the TEE SHEET module. Step 2: Right-click on the desired time slot and select ...

    • 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 ...

    • Tee Sheet - View Customer Profile

      Article Contents: This article gives step-by-step instructions on how to view a customer profile from the tee sheet. Step-By-Step: Step 1: Click on the TEE SHEET module from the top navigational menu. B Step 2: Go to the Tee Sheet and select the ...

    • Tee Sheet - Add Notes

      Article Contents: This article gives step-by-step instructions on how to Add Notes to the Tee-Sheet. Step-By-Step: Step 1: Select the TEE SHEET module from the module navigation menu. Step 2: Click on the tee time you wish to add a note too. Step 3: ...