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Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
| Total Video (Length) | 94:2330 | ||||||||
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| Website - Member Makes a ReservationAccessing Articles | 0:5150 | Article Settings | 52:3607 | ||||||
| Article Interface Overview | 21:4014 | POS - Dining Room Review/Ticket Audit Preview | 6:25 | 3:15 | Adding Content | 2:47 | |||
| Adding Articles | 1:55 | 7:16 | POS - Show Admin Dashboard (Make Real Time Reservations) | 4:35 | POS - Convert Open Ticket to Member Charge | 7:46 |
Content
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Accessing Articles
To access Articles follow the steps below depending on your access role.
Admins: Hover over Admin bar in the left hand corner of the screen, select Articles.
Editors: Hover over Admin in the main navigation, select Main Tools, and then Articles.
The following Article Interface screen will launch.
Article Interface
Current Articles: shows all published Articles.
Archived Articles:shows all Articles that are now Archived.
Unpublished Articles: shows Articles that are still being edited and not yet published, or archived.
Filtering:similar to calendar filtering, allowing the users to choose which Category of Articles to view.
Adding Articles
Click the Add Article button.
This will bring up the Add Article Interface.
Title: this will display on the Article Listing when is the Quick View Display.
Article Listing Quick View Display:
Author: this will display in the Listing View under the Current Articles tab.
Author in Listing Viewing Display:
Post Date: allows for creation prior to posting.
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- May set a date and time to expire.
Text Summary: allows for a short description of the Article. This usually shows on the Quick View Display.
Text Summary is Listing Display:
Days to Show: choose which days the Article should show on. This could be all days, or select days.
Interest Areas: choose a Category for the Article to be assigned to. This is how Articles are distributed throughout the website. Note: you must assign an Interest Area to save and continue.
Settings for Plugin Display: for advanced use. Designs the layout of the Articles. Set-up by Clubessential.
Image Source: if the Article display is using a thumbnail image, add an image here. This will launch the Image Explorer, so an image can be chosen.
Double Click on the image to add it to the Image Source.
Once the image is added, you will see the thumbnail in the Image Source section.
Image Link URL: add event, document, page, or hyperlink.
Full Article Link: this is the ‘read more’ text that will display on the on the Article Quick View Display. This may be set to a desired text. Example: Read More, Click Here, Continue, etc.
Full Article Link in Quick View Display:
Date Style: set-up by Clubessential, but used for the Article Quick View display.
Save to continue to add content to the Article.
A Click to Edit will now appear beneath the Add Article Interface. Open the Click to Edit to access the Axis Editor to begin adding content.
Once the Axis Editor is open, open content, imagery, and hyperlinks to create content. Save in the Axis Editor when finished.
Save again in the Articles Interface.
Best Practices
Try to post weekly Articles so content is fresh and new. Since Articles can be written ahead of their actual post-date, this allows for Articles to be written in advance.
If you haven’t written an Article in awhile, do not draw attention to this fact in your next post. This will remind users that you have not written, which is unnecessary.
Articles are a great resources for news and blog items. Keep the content concise and interesting. Enhance the content by adding imagery and hyperlinks.
Use Interest Areas appropriately so the right content is getting to the right crowd. If you need additional Interest Areas set-up, Clubessential can assist by adding these at any time.
Change the Author to the Club Name so the posts are all coming from one source. If the post is from the President, however, be sure to change the Author to the President’s name. Whomever’s account you’re signed into will automatically pull the name into the Author box until changed.
You can remove Articles from the Archive tab if needed and publish again. To do this, simply navigate to the Archive tab and click Edit under the Article name. From here, you can update the post and expiration date as needed.
Members are unable to see the Unpublished Tab. This tab is only for Admins and Editors.
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Q. How do I re-open a closed ticket?
A. Go to System Tools, Closed Tickets, find ticket, and click Re-Open Ticket. Confirm Re-Open, and modify as necessary.
Q. How does the Member Charge All function work?
A. This feature is not applicable in the Dining Reservations system. It is applicable for Events and Tee Times. See respective guides for more information.
Q. Can Birthday cake be added as an Option when making a reservation?
A. Yes, Birthday Cake can be created as an option, similar to the High Chair/Booster seat options that can be set up. The Options do come over to the POS, and are visible in the Options column in the main Dining Grid.
Q. Can a Reservation be made directly from the Point of Sale?
A. Yes, a reservation can be made directly from the POS by utilizing the Admin Dashboard. Once the Dashboard has launched, select the Dining Room, the time, and then make the reservation utilizing the Reservation form. The information exists in real-time within the POS once the Reservation has been booked.
Q. How do I know if I am set up for Dining Unification?
A. Contact your Account Manager. If you don’t know who your Account Manager is, email am@clubessential.com, and someone will follow up with you to let you know.
Downloadable Guide
Unification Axis - Dining GuideArticles