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Overview
The Office System allows clubs to track, as well as bill their members for Rental property at the club. Rentals encompass a three tier hierarchy to their setup. At the highest level are Rental Categories, which are attached to Rental Types, and lastly Rental Types are linked to Rental Items. In this guide, we will discuss each tier of this hierarchy as well as how to create a new Rental. Important: Use Case
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Video
This video contains highlights from a training Webinar given on Rentals.
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Content
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Rental Categories
Rental Categories are used solely for reporting purposes. However, please note that each Rental Type must be associated with a Rental Category. With this in mind, it is essential to keep Rental Categories consistent and easy to track. Examples of Rental Categories can include, Men’s Lockers, Ladies Lockers, Club Storage, Slips etc.
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To remove a member from a Rental Item, select the lookup and choose None.
Rental Billing Summary in Member Profile
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Any Billing Schedule applied by a Rental Item will read Rental in the Type column.
Reporting
Reporting for Rental Items is available either within our Interactive Reports module, or using the Rental Items Grid. In this section, we will explore each option.
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4) Once the desired filters are applied, select View Report on the top right of the screen.
Rental Items Grid
Another quick reporting tool to use is the Rental Items Grid itself. Just like all Grids within the Office system, the Rental Items Grid can be filtered, customized, and exported to Excel based on the available columns.
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Downloadable Guide
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