Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 

Table of Contents
maxLevel1
outlinetrue
stylenone
classtoc

...

Table of Contents
maxLevel3
minLevel2
excludeBlock Out Starts

 

Accessing the Tool

To get started, access the Tee Times Admin Dashboard. Hover over Administration and click on Caddie Management.

Image Added


 

Here you can access the 3 tools within Caddie Management:

    • Caddie Availability
    • Caddie Assignment
    • Configuration


Caddie Availability

Caddie Availability allows you to determine when caddies are available for assignment.

Image Added


 

This tool will list each week individually and will start on the current week.

 

You may change the week by using the datepicker.

Image Added


All caddies in the system will be listed below in a grid format along with the days of the week.

Image Added


There will be two boxes associated with each day of the week. The top box is connected to the AM shift, while the bottom box is connected to the PM shift.

Simply click the boxes to toggle between Yes and No for availability.

Image Added


 

From here, you may also designate the caddie type by using the type dropdown.

Image Added


 

You may also edit caddie’s information by clicking the pencil icon by each caddie.

Image Added


 

You may remove caddies from the schedule by clicking the remove icon.

Image Added


Adding Caddies

 Before you can add Caddies to the rotation, the Caddies must first be set up in the Staff Directory. To review how to add a Staff member to the directory, please visit our Directory Article.

Once caddies are in the Staff Directory, you may begin using the Add Caddy feature.

 Click Add Caddy to access the Directory List.

Image Added


 

Search for the caddie by last name.

 

Click on the caddie’s name to add the caddie to the schedule.

Image Added


 

You may also click Add Staff Member and follow the same steps.

Image Added


Notifying Caddies

You can easily notify Caddies of their schedule by clicking on the Notify Caddies button. This will send out email communication to all caddies with an email in the Directory.

 Image Added


When the send notifications box loads, you may select which caddies to send the email to. To send to all caddies, checkmark the ‘Select All Caddies’ box.

Image Added


You have the option of crafting a new message or accessing a saved message by using the dropdown under the Save Messages section.

Image Added


Add a subject line in the subject field and type your content into the email message content box.

Image Added

Image Added


Additionally, you may send out text message alerts by typing content into the text message field. Caddies must have text messaging enabled in the directory with their cell phone number in order to receive communications. Learn how to enable text with our Text Messaging Article.

Image Added


Click Save for Later to save as a draft, or click Send Message to immediately send the communication.

Image Added


Caddie Assignment

Caddie Assignment will allow you to assign a specific Caddie to a group that will have a Tee Time on a particular day.

 Image Added


 

All tee times requesting caddies will be listed for the current date.

 

You may use the datepicker to change the date.

Image Added


 

You may toggle between multiple courses by using the Course dropdown.

Image Added


 

To assign a caddie to a group, click on the Select Caddy link.

Image Added


 

This will launch a list of your caddies. Caddies in gray mean that they are not available for assignment for that day. Caddies in green are available for assignment.

Image Added


 

Click on any caddie in green to assign to the group.

Image Added


Typically, automatic emails are enabled for Caddies when assigned to a group via the Configuration tab, however, if this is disabled you may use the Notify Caddies button to send email or text communication.

Image Added


 

To export the assignment list, click Export.

Image Added


Configuration

The Configuration tab is typically set up for you by Clubessential. Before making any changes here, please consult with a Clubessential representative to determine if the changes will meet your needs.

Image Added


The Caddy Master Email is the email that Caddies will be able to respond to when you send emails through the Caddie system.

Image Added


Send Assignment Notifications should be enabled in order for the system to send automatic emails to caddies when they are assigned to groups or changes in their schedule.

Image Added


Transportation and Caddie option determine the verbiage that will be listed on the Book a Tee Time window.

Image Added

Image Added


Under Map Caddy Types, you may assign certain caddie types with the types of services are provided.

Image Added


 

Click update settings once changes have been made.

Image Added


Downloadable Guide

Caddie Management Guide