Settings : Class Management

Overview

Class Management is where you create a class or edit an existing one. Each class is one row in the list, with its name, whether it is a member class, dues, tax group, processing fee and award settings. You add and edit in the row itself, not in a pop-up window.

Watch how to add a class and edit a class in Class Management in the Club Caddie Desktop app.

Open Class Management

1. Click the gear icon in the top right corner, then click Class Management in the left menu. Two tabs show: Class Management and Archived Classes.
   

Add a class

1. Click ADD. A new row opens at the top of the list with SAVE and CANCEL.
2. Fill in the row. Each field is a column in the list:
   • Class Name: the title of the class, for example "Weekday Senior".
   • Description: how you would explain the class, for example "Can play anytime Mon-Fri and must be over 60 years of age".
   • Is Member: turn on if the class is a member class.
   • Due Type: how often dues are paid.
   • Due Amount ($): the dues price for each Due Type period.
   • Tax Group: the tax group that fits your facility.
   • Processing Fee: a fee added when the member pays dues.
   • Enable Online Sale: turn on if members can buy this class online.
   • Prorate On Sale: turn on to prorate dues when a member starts partway through the period.
   • Eligible for Awards: turn on so members of this class can earn award credit, which is added to their Award voucher.
   • Eligible For Loyalty: turn on if the class earns loyalty points.
   • Awards Percentage: the percentage of each dues payment added to the member's Award voucher as credit.
   • Club Display Sequence: the order classes are displayed online.
   • Maximum Assignments: how many customers can be assigned this class.
   • Show in Dist Engine: turn on to show the class in the distribution engine.
3. Click SAVE to finish, or CANCEL to close the row without saving.
   

Edit a class

1. Find the class in the list. In its Action column, click the three dots, then click Edit Class. The row becomes editable in place.
2. Change what you need, then click SAVE. Click CANCEL to leave the class as it was.

Use the Action menu

1. In the Action column of the class, click the three dots. The menu has these options:
   • Edit Class: edit the class.
   • Minimum Spend Rule: set a minimum spend rule for the class.
   • Discount Type: set a discount rate for a department of your facility.
   • Set Chart of Account: add the class to a Chart of Account.
   • Archive: archive the class.
   • Additional Settings: tee sheet display color, group size, required credit cards and more for the class.
   • Sale Strategy: create a link to sign up for the class.
   • Terms And Conditions, Cancellation Policy, Expiration Strategy and Custom Billing Schedule are also in the menu.
   
   

Set additional settings and a sale strategy

1. Open the Action menu and click Additional Settings to set options such as tee sheet display color and group size for the class.
   
2. To create a sign-up link for the class, open the Action menu and click Sale Strategy.
   

Archive a class

1. Open the Action menu, click Archive and confirm. The class moves to the Archived Classes tab. A class that is still assigned to a member cannot be archived.
   

Common Questions

Where do I enter the details of a new class?

ADD opens a new row at the top of the list. Fill in the row and click SAVE.

Can I archive a class that is still assigned to a member?

No. A class cannot be archived while it is still active on a member profile.

Where do I find a class sign-up link?

Open the Action menu on the class and click Sale Strategy.