Welcome to the Club Caddie Golf Operational Software training guide. In this guide, we will provide an overview of the Membership Module and Portal features. These functionalities are designed to help you effectively manage and engage with your club’s members. Let’s get started!

1. Customer and Member Profiles:

   • Within the software, you can access customer and member profiles under the Customers tab.
   • The profile collects important information such as demographic and contact details.
   • Each customer is assigned a class that determines their privileges and rates.
   • You can manage locker and bag storage, as well as view the member number.
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2. Membership Setup and Flexibility:

   • Assigning a membership class offers flexibility in providing access and amenities to members.
   • You can set up memberships with different billing frequencies, expiration dates, and additional amenities.
   • Use the flag functionality to insert special greetings or messages for individual members.
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3. Member Portal Customization:

   • Customize the member portal through the Member Directory Settings to toggle fields visible to members.
   • Tailor the portal to display personalized content, such as bulletin boards and digital newsletters.
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4. Billing and Financial Management:

   • Manage membership billing and invoices under the Billing tab.
   • Set billing frequencies, amounts, and processing fees.
   • Minimum spend rules allow tracking of food and beverage or other departmental minimums.
   • The Ledger provides an overview of minimum amounts and itemized receipts for transactions.
   • View payment history and manage payment methods, including credit cards and ACH.
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5. Purchase and Payment History:

   • Members can access their purchase history, view itemized receipts, and download them for personal record-keeping.
   • Payment history logs all payments made by members.
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6. Discount Rules and Loyalty Program:

   • Inherit discount rules for specific membership classes or assign individual discounts.
   • Utilize the loyalty program to track and reward member points for purchases and redemptions.
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7. Gift Cards and Vouchers:

   • Manage various types of vouchers, such as gift cards, credit books, and rounds cards.
   • Track initial amounts, current balances, and expiration dates.
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8. Communication and Messaging Center:

   • Utilize the messaging center to directly communicate with members through chat or email.
   • Attach important documents or agreements to member profiles for easy access.
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9. Bulletin Board and Promotions:

   • The bulletin board acts as a digital newsletter, allowing staff to share content with members.
   • Include various media types and choose when content is visible to specific member classes.
   • Send notifications to members through the mobile app for important updates.

These tools provide efficient member management, financial tracking, personalized communication, and engagement opportunities. Feel free to explore further functionalities within the software to enhance your club’s operations and member experiences.