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Register: Awards

Article Contents: This article explains how Awards work in Club Caddie, including how to set them up, how customers earn them, how expiration works, and how to apply Awards at checkout.

 

Awards expire at the end of the calendar year unless your club changes the Award Expiration Schedule in Settings > Register Settings.


Step-by-Step:

Step 1: Click the Gear Wheel icon in the top-right corner of the screen to open Settings. Then select Register Settings.


Step 2: Set your Award Expiration Schedule. This option sets the date when Awards will expire. If you do not update this setting, Awards expire at the end of the calendar year.

Step 3: Go to Settings → Class Management, then select Action → Edit Class for the class you want customers to earn Awards from.

Step 4: In the class details, toggle Eligible for Awards on, then enter the Awards Percentage (this controls how much Awards credit a customer earns from the purchase), and click SAVE.


Step 5: Award percentage will need to be added at the item level in your inventory Center if you would like to reward members for item purchases:


Select Settings, then Inventory Center. Then enter the percentage you want to redeem per purchase in Awards Percentage.



Step 6:
When a customer makes purchase and has a class that is eligible for Awards, Club Caddie automatically adds the Awards credit to the customer’s account based on the Awards Percentage you set.

Step 7: To redeem Awards at checkout, open the customer’s order at the register and select the Awards option (if available) as a credit/payment method, then apply the amount you want to use toward the balance.




Example Scenario:
Your club wants to reward customers who buy a premium membership class. You set an expiration schedule for the program. then you edit the membership class, mark it as Eligible for Awards, and set an Awards Percentage so each purchase adds a credit to the customer’s account. When the customer later buys merchandise in the golf shop, staff applies part of their Awards balance at checkout to reduce what they owe, and the remaining balance stays on the account until it expires.