Event Calendar
Convenience Fee Settings for Online/Recurring Membership Payments
Article Contents: This article outlines how to set up and apply convenience fees for membership payments made via credit or debit card. It also clarifies that ACH payments are exempt from these fees. Step-By-Step: Step 1: Navigate to Settings, then ...
Events - Item Level Service Charges
Article Contents: This article explains how to apply item-level service charges, allowing different service charges (e.g., gratuity) to be assigned to individual items, such as food and alcohol, rather than applying a single charge at the event ...
Event - Confirmation Status
Article Contents: This shows how to use the different Status' in the Event Builder. Step-by-Step: Step 1: Navigate to the Events module, then select the event to open the Event Builder window. Step 2: On the Event Details tab, navigate to ...
Events - Instruction Display Order
Article Contents: This article shows how users can change the order in which the departments for instructions are displayed to better organize by event types. Step-by-Step: Step 1: Navigate to Settings, click on Event Settings, then click on the ...
Events - Adding Instructions to Timelines
Article Contents: This will show you how to create timeline item instructions that streamline event planning by offering department specific instructions that appear in the timeline tab in the event builder which will reflect on the function sheet. ...
Golf Outing - Print Floor Plan
Article Contents: This article shows you how to print your floor plan for your events. Step-by-Step: Step 1: Click on Events module along the top row. Then, select the event, and within an event builder, click on the Floor Plan tab. Step 2: Once your ...
Events - Set-up and Tear Down Times
Article Contents: This article shows you how to establish set-up and tear down times for each venue. Times are automatically blocked off in the Venue Manager Module when a venue is added to an event. Step-by-Step: Step 1: Click on the Events module ...
Upcharge for "Extras" on Modifiers
Article Contents: This article contains step by step instructions on how to assign a specific upcharge price for when Extra is selected on individual Modifiers Step by Step: Step 1: Navigate to Settings > Inventory Center > then click on the ...
Instructions for Specific Departments on BEO
Article Contents: This feature lets you customize department-specific instructions for each event type, ensuring that all relevant teams, have clear and tailored directives. This enhances communication and coordination, resulting in smooth and ...
Event Manager - Generate online payment links for events
Article Contents: This article contains step-by-step instructions on how to generate online payment links for events. Step-By-Step: Step 1: In Club Caddie, navigate to the Event Builder for the desired banquet, golf outing, or activity outing that ...
Event Calendar - Date selector
Article Contents: This article gives step-by-step instructions on how to select a date, month, and year within the event calendar. Step-By-Step: Step 1: Select the EVENTS module from the module navigation menu, and click on Event Calendar in the ...
Event Calendar - Event Type Filters
Article Contents: This article contains step-by-step instructions on using event type filters. Step-By-Step: Step 1: Select the EVENTS module from the module navigation menu. Step 2: Click on Event Calendar in the left-hand menu. This window will ...
Event Calendar - Double Click to View Existing Event Details
Article Contents: This article contains step-by-step instructions on how to view existing event details. Step-By-Step: Step 1: Select the EVENTS module from the module navigation menu. Step 2: Click on Event Calendar in the left-hand menu. ...