Member Profiles
Forced ACH Invoice Payment
Article Contents: This article explains how ACH payments function, why they are restricted to invoicing rather than being available at the register level, and how to process a forced ACH payment when necessary. Step-By-Step: Step 1: Understand ACH ...
Ending a Membership
Article Contents: This article provides step-by-step instructions on how to completely end a membership. This includes expiring membership classes, expiring minimums if applicable, and removing charging privileges. Step-By-Step: Step 1: Expire ...
Secondary E-mail to an Invoice
Article Contents: Users can add a secondary email address to receive invoices. This option provides flexibility in determining who receives the invoice communication. Step by step: Step 1: Navigate to Customers > Action > View/Edit. Step 2: Then, ...
Member Management - Require Physical Invoice
Article Contents This article gives step-by-step instructions on requiring a physical invoice for a member. Step-by-Step: Step 1: Select the CUSTOMERS module from the module navigation menu followed by selecting the Members tab from the left-hand ...
Membership and Billing Setup
Article Contents: This article provides a step-by-step guide to setting up and managing memberships in the Club Caddie system. It covers creating customers, signing up members, configuring membership classes, billing and payment settings, generating ...
Video: Customer Module - Members and Portal features
Article Contents: Attached is a video which will provide an overview of the Customer Module focusing on the Member and Portal features. Step-By-Step: Step 1: To view an ad hoc statement, click on "Account Statement," which will download a PDF ...
Video: Customers/Members - Customer Playing History and Purchase History
Article Contents: This video tutorial covers the features and functionality of the History and Purchase History tabs in the Club Caddy software. It includes a walkthrough of how to view member and golfer activity, search and filter transaction ...
Bulk Expiring Member Classes
Article Contents:In this article we will cover how to bulk expire a particular membership class. In this example we will isolate the social membership types and set an expiration date. Step-By-Step: Step 1: Navigate to the Customer's tab within Club ...
Customers - Search/Add/View Customer Profiles
This article covers how to Search/Add/View Customer profiles. Step-by-Step: Step 1: Click on the “Customers” tab from the top navigation bar. Step 2: Select "Customers" from the left row of the window and click on the "ADD CUSTOMER" button. Step 3: ...
Membership - Setting A Charge Account Limit
Article Contents: This article contains step-by-step instructions on how to establish or modify a charge account limit for a specific membership account ID. Step-By-Step: Step 1: Navigate to the CRM module in Club Caddie by clicking “Customers.” ...
Member management-Member Ledger.
Article Contents This article summarizes Member Management-Member Ledger. Step-by-Step: Step 1: Click on the "Customers" tab located at the top navigation bar. Step 2: Select the "Members" tab from the left-hand navigation menu, you will find the ...
Customers/Members - List Of Vouchers associated with the particular Customer/Member
Article Contents This article shows how to search for the list of vouchers associated with the particular customer/member. Step-by-Step: A) For "Member" Profile: Step 1: Click on the "Customers" tab from the top navigation bar and select the ...
Customers/Members - Playing History of individual Customer/Member
Article Contents This article outlines how to search for the playing history of an individual customer or member. Step-by-Step: Step 1: Click on the "Customers" tab, followed by the "Members" option. Step 2: Choose the member whose playing history ...
Member Management - Purchase History
Article Contents This article gives step-by-step instructions on how to find a member's purchase history. Step-by-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Select the Members tab from the left-hand menu. Step 2: Click ...
Member Management - Add Sub Member
Article Contents This article explains how to add sub-member to the primary members. Step-by-Step: Step 1: Click on the "Customers" then click on "Members". Step 2: Select Particular member that you want to add sub-member and click on Action -> ...
Member Management - Add New Card and Add ACH Account.
Article Contents This article outlines the process for adding a new card or ACH account to a member's profile. Once a card or ACH account is on file for a customer, they become eligible for automated charges, which are scheduled according to your ...
Member Management - How To Make Ledger Adjustment
Article Contents:- This portion summarizes How to make Ledger adjustment. Step-By-Step:- Step 1: Click on "Customer" Header Tab. Step 2: You will find the “Members List” in the left-hand column, then click on the "View/Edit" option which will pop out ...
Member Management- How to suspend / restore a member
Article Content: This article contains step-by-step instruction on how to suspend / restore a member using the Club Caddie Software. Kindly note that suspending a member does NOT halt billing. To discontinue billing, an expiration date must be set on ...
Member Management - Creating or Removing Sub-Members
Article Contents: This article contains step-by-step instructions on how to create and remove Sub-Members. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Select Members from the left-hand menu. Step 2: The system ...
Member Management : Downloading Member Invoices
Article Contents: This article gives step-by-step instructions on how to download member invoices. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. The system will show a list of all the customers within the CUSTOMER ...
Member Management - Assign Member Classes
Article Contents: This article gives step-by-step instructions on how to assign a member class to a member. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Here you will see a list of all the customers. Step 2: ...
Member Management - Accept Member Payments
Article Contents: This article contains step-by-step instructions on how to accept member payments. Step-by-Step: Step 1: Select the "REGISTER" module from the module navigation menu. Click on the "TOOLS" tab located within the "REGISTER" module, and ...
Member Management - Reset Member Passwords
Article Contents: This article contains step-by-step instructions on how to Reset Member Passwords. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers from the left-handed menu. Step 2: Click ...
Member Management - Member List
Article Contents: This article contains a step-by-step guide on how to view your member list. Step-By-Step: Step 1: Click on the CUSTOMERS Header Tab. Step 2: Click on the Members button on the left side of the window to go to the member list, and ...
Member Management - Payment History
Article Contents: This article contains a step-by-step guide to viewing the payment history of a member. Step-By-Step: Step 1: Click on the Customers tab from the header of the window. Select Members from the left row of the window, then select ...