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Table of Contents

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Overview

The Member Sync Feature is a one way push of Member information from the Office System to Reserve.

Use Case(s)

  • Club Admin needs to verify that a Member Sync from Office has taken place and that there are no errors.

  • Club Admin needs to run a Manual Member Sync.

Content

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excludeBanquets - Settings for Event Services

Accessing the Tool

In the Office system, access the System Menu from the top navigation.  Within the System menu, select System Settings.

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Once in the System Settings Menu, select Partner Products from the dropdown. Next, select Reserve Gateway nested within the Partner Products navigation.

Finally, select the Sync Tab to view the most recent pushes.

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Member Sync

Checking the Log

Following the same process as above (Office →  System → System Settings → Partner Products → Reserve Gateway) Access the Log tab. Double click on error to get explanation for why the member did not sync.

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Troubleshooting

Common errors when syncing a Member:

    • Member must have a last name and email address
    • Last name field (and first name field, if they have one) must be 32 characters or shorter
    • One way communication for members, Office to Reserve
    • All members will sync to Reserve

Manually Sync Members

    • System → System Settings → Partner Products → Reserve Gateway → Sync
    • Clear Last Member Push by clicking on the drop down and selecting Clear
    • Click Run Sync
    • Click Save or Save and Close

 -OR-

    •  Find specific member in the search bar
    • Click This Member
    • Click Save or Save and Close

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FAQs

 

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Best Practices

  • To correctly Sync, Member must have a First Name and a Last Name as well as an email address. 
  • Maximum character limit for names is 32 characters. 

Downloadable Guide

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Overview

This guide shows how to change the automatic amount of time set in the system for setup and teardown of a function.

Required Permissions

  • Admin Access

  • Level 1

  • Level 2

  • Level 3

Changing Setup/Teardown Minutes

  1. To access the tool go to settings in the left hand menu.

  2. In the settings screen, select events.

  3. In the event field options, select function types/check averages.

  4. click Edit next to the line you wish to access, to be able to change the number of minutes.

    • Some of the Function Types will need to be edited in the Master Site which you can change using the drop down.

  5. Make changes to the Function Type Details setup and teardown minutes.

  6. Save and close

Best Practices

FAQs

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