Overview

Video

This video contains highlights from a training Webinar given on the Dining Unification process.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Content

Reservations/Dining 

Make a Reservation (as a Member) 

Once a Member makes a Reservation on-line using the Clubessential Dining Reservations product, the Reservation fully integrates into the Food and Beverage POS application.  

For example a member could make a reservation on the website as follows: 

Navigate to Book a Table 

Image Removed

Select Reservation Date/Dining Room/Time 

Select the Date, scroll to the desired Dining Room (if more than one exist), and select specific time slot by clicking on the Booking block. 

Image Removed

Complete Registration Booking Form 

Once a time is selected, the Reservation form will appear.  Complete the form, and click “Make Reservation.” 

Image Removed

Confirmation screen of reservation being received will appear. 

Image Removed

Once a Member makes a Reservation online using the Clubessential Dining Reservations product, the Reservation fully integrates into the Food and Beverage POS application.

Point of Sale (POS)

To view the existing Dining Reservations, log in to the Food and Beverage POS Terminal associated with the Dining area. 

Image Removed

Dining Tab (as a Dining Manager) 

Once logged in, navigate to the “Dining,” tab.   

Image Removed

Main Grid

All Dining reservations for Today (default date) will appear on this tab. 

Image Removed

Colors Displaying on Main Grid 

To learn more about the Color meanings on the grid, click on the “Colors” button in the bottom right hand side of the screen.  A Color Picker window will launch. 

Image Removed

Default colors are as follows:

Dark Green: Paid/Closed Reservations 

Yellow: Partially/Open Tickets(Converted from Reservations) 

Light Green: Alternating (Used in every other row of the grid for tickets with no status to make grid display easier to read.)

Colors may be changed by clicking on the color, selecting a new color, and clicking, “OK.”

Image Removed

Club Display

This filter contains the Club(s) available in the POS.  In the event more than one Club exists in the system, selection of a particular Club will be available here.   

Image Removed

Dining Rooms Display 

The filter (below) contains the Dining Rooms.  Most Clubs have more than one Dining Room, and as a Dining Room Manager, it is common to utilize the “All Resources” option within the drop-down to display all dinings reservations in the Club. 

Image Removed

Show Admin Dashboard 

Click on the “Show Admin Dashboard” button in the upper right-hand corner of the screen to make/edit reservations directly from the POS. 

Image Removed

Once clicked, the Admin Webview functionality launches.

Make/Edit Reservations within POS 

Image Removed

To make a new Reservation, click on the desired time of the reservation to launch the Reservation form. 

Image Removed

Complete the Reservation form, and click, “Make Reservation.” 

Image Removed

To edit or cancel a Reservation, click on the Reservation. 

Image Removed

Make changes as necessary to the Reservation Form, and click “Update Reservation.” 

Image Removed

Click, “Cancel Reservation” to eliminate reservation from the Dining System.  

Choose, “Discard Changes,” to exit form without making any changes.

To navigate to a different Dining Room within the Admin Dashboard, click on the tab of the Dining Room desired. 

Image Removed

Click “Hide Admin Dashboard” to return to main Dining Reservations grid. 

Image Removed

Convert Dining Reservations to Open Tickets

To convert a Dining Reservation into an Open Ticket, click on the desired Dining reservation. 

Image Removed

Next, ensure the Dining Room is set correctly, and then select a table.

Image Removed

Once a table has been selected, assign a server to the table.  Click on Server’s name to assign the server to the table. 

Image Removed

Note, the ticket is open, the Table and Server have been assigned, and the Reservation moves to Partial/Open status (yellow).

Image Removed

Review Dining Room Status

To review the status of the open Dining Room tickets, click on an open (Yellow) ticket to launch the “Ticket Audit Preview,” screen.  

The food ordered can be viewed, and therefore an estimate of when the table may be available could be obtained.  

In the example below, entree salads were just ordered, so it is likely the table will not be finishing up in the very near future.

Image Removed

Dining Tab (As a Server)

The Dining tab and associated reservations are also viewable to the Servers. 

Image Removed

Convert Open Ticket to Member Charge

Once ticket has been assigned to a Server, the Server can access the Ticket on the Tickets tab.  Server will click ticket to open. 

Image Removed

Once open, items can be added utilizing normal POS functionality. 

Image Removed

When complete, ticket can be closed based on Member/Guest payment preference. 

Image Removed

Review Dining Tab (Reservations) 

Servers also have access to the Dining Tab, and can review upcoming reservations. 

Image Removed

Best Practices

 At the end of the shift or evening, go into System Tools, go to the Open Tickets tab, review open tickets and ensure all open tickets are closed appropriately.

FAQs

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 - Dining Guide

...

Table of Contents

Table of Contents
minLevel 1 maxLevel 7 exclude Table of Contents

---

Overview

Cross Marketing on your Clubessential website is promoting certain events, topics, or content in an area where a member would not expect to see this information. Cross Marketing can easily be added to: Custom Event Notifications, Directory Disclaimer, Dynamic Sidebar Content Areas, and Online Member Statements.

Required Permissions

• Admin

• Editor

---

Using Cross Marketing 

Your Clubessential website has several areas that were specifically built for cross marketing. Those areas include: Custom Event Notifications, Directory Disclaimer, Dynamic Sidebar Content Areas, and Online Member Statements. Detailed instructions below review these areas and how to edit these sections.

Cross Marketing in Event Notifications

Each time a member registers for an event, a confirmation email is sent to that member. The confirmation email presents a key opportunity to make an impression using Cross Marketing. Event Notifications can be edited globally for all confirmation emails, or individually per event notification.

Editing Global Notifications

1. Hover over Admin in the left hand corner of the screen, click on Site Notifications.

2. Click on the Edit box next to Edit Default Notifications.

3. Click Registration Received to edit Global Registration Received Notifications.

4. Edit Default Event Notifications by opening the Click to Edit.

5. This will open the Editor, with the Default Notifications. Delete the default and type your own or add additional content to the Default Notification. This editor works just like the editor used throughout the website. You may add plain text, imagery, and hyperlinks. 

6. It is recommended to use Snippets to personalize messages.

   1.  Snippet Examples:

      1. ##MEMNAME## : this will add the member’s name to the notification

      2. ##EVENTTITLE##: this will add the event title name to the notification

7. Click Save once you’ve added your desired content.

8. Click Update Notification for the custom notification to update.

Editing the Directory Disclaimer

The Directory is a highly trafficked area of the website. Members may use the Directory to access other member or staff information. Members are also likely to visit their own profile often to update information. The Directory offers prime real estate for Cross Marketing general events to members.

1. If you’re an Admin, hover over the Admin tab and click onDirectory / Roster. If you’re an Editor, hover over the Admin link in the main navigation and click Main Tools > Directory. 

2. Click Edit Disclaimer Text to edit.

3. Once the editor is open, add text, imagery, and hyperlinks as desired. This works just like the Editor used throughout the website. Click Save once complete.

4. The Cross Marketing material will then show above the Member List in the Directory. 

Editing Sidebar Content Areas 

Sidebar Content Areas typically reside within the side panel of content pages on the website. These marketing areas can be global or page specific. For general Cross Marketing, edit the global sidebar content area. For targeted marketing, edit the page specific sidebar content area.

• Global Sidebar Example: An end of year club celebration which would appeal to the majority of members should be placed in the global sidebar content area so this information is available no matter what page the member travels to.

• Page Specific Sidebar Example: If you have a Golf Tournament coming up, it will be best to place this marketing information on Golf pages to attract Golf Members. 

1. Navigate to the page in which you wish to add the Cross Marketing Information, and open theClick to Edit in the Sidebar Area.

2. This will open the Editor, which is the same editor used throughout the website. From here, you can add imagery, text, and hyperlinks. Save once complete.

3. Editing the Global Sidebar will show on all pages of the website, while editing the Page Specific Sidebar will only show on that specific page.

Editing Online Member Statements

If your website is utilizing Online Member Statements, this is another area to Cross Market. Some members only use the website for statements and payments, making this another highly trafficked area on the website.

1. Access the Online Member Statement portal where it is located in the main navigation. Once the Statement window is open, hover over Admin and select Edit Statement Layout.

2. Again, hover over Admin, and choose Edit Statement Header or Edit Statement Footer.

3. This will open the editor, which is the same editor throughout the website. You can add text, imagery, and hyperlinks as desired. Save once finished.

4. The Cross Marketing material will then show in the Statement Window.

---

Best Practices

1. When utilizing Cross Marketing, it is best to try to be as directional as possible. Decide if the material you are Cross Marketing is best suited for all members, or specific types of members. Knowing to whom you are marketing should then help you decide whether to place this in global areas, or specific areas of the website.

2. Many of the Cross Marketing areas have limited space, so remember to size images appropriately and keep information short. Cross Marketing is most efficient when the message is short and enticing. It is also best to link to either the event or page you’re trying to Cross Market so members can access the full information easily.

3. Keeping your Cross Marketing areas up to date helps keep the information informative and useful. Once an event is over, be sure to update the Cross Marketing section so old information is not being marketed.

4. Looking to enhance how, where, and when to market? Check out information on Site Statistics to lean on analytics to determine the best places on the website to market, along with the best day of the week and time of day.

5. For larger events, it is best to place theCross Marketing piece in the Global Notifications so all members receive the communication.

6. For targeted marketing based on past events, groups, or type of member; it is best to edit the Event Notification individually.

FAQs

1. I want to cross market to specific members, but not all members. Where is the best place to cross market? A: If you’re trying to target certain members, you can try to cross marketing in a specific email campaign using target marketing. Set up appropriate groups that include the proper members. You may also want to place cross marketing pieces in page specific sidebars to market on pages that the type of member you’re trying reach would access frequently (ex: market a Golf Tournament on the page specific sidebars on Golf Pages only).

2. What happens if I’m not using my cross marketing sidebar?
   A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.

    

Image Added