Webinar Archive
Browse our Office Webinars!
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title | 2019 Private Club Trends |
Year End Readiness |
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How much is forgotten from one year end to another? Let us jog your memory with this readiness webinar. We will focus on common actions to be performed at the end of the club's fiscal year. |
Year End Readiness | ||||||||
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Year End Review Mini Series (1099's) |
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How much is forgotten from one year end to another? Let us jog your memory with this readiness webinar. We will focus on common actions to be performed at the end of the club's fiscal year. This quick review covers the in’s and out’s of 1099’s. |
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title | Reservations to Revenue |
Year End Review Mini Series (Budget) |
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How much is forgotten from one year end to another? Let us jog your memory with this readiness webinar. We will focus on common actions to be performed at the end of the club's fiscal year. This quick review covers the in’s and out’s of budgets. |
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title | Mobile Ordering Webinar |
Year End Review Mini Series (Year End Wizard) |
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How much is forgotten from one year end to another? Let us jog your memory with this readiness webinar. We will focus on common actions to be performed at the end of the club's fiscal year. This quick review covers the in’s and out’s of the Year End Wizard. |
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title | Live Q&A |
Membership Analytics Predictor |
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Learn how to utilize Clubessential’s Membership Analytics Predictor (MAP) tool to proactively manage and respond to the individual behaviors of your members. Identify your highly engaged members and pair them with potential prospects. Re-engage your at risk members before they leave your Club. By calculating a MAP score for each of your members using various configurable factors such as money spent, reservations, and check-ins, you can continuously keep your pulse on the engagement of each member. In addition, you will learn the various ways you can view your members’ MAP scores in the system, how you can use Interactive Reports to analyze MAP scores, and how MAP scores can be used to create Dynamic Groups for targeted marketing. |
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Deep Dive Year End Session - w/Cathy Sanderson
Closing/Opening Periods, Year End Wizard, Budgets, Reports for Auditors, and More
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title | Office Education w/Cathy Sanderson |
Month End for New Users |
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Do you find executing your Membership Month End activities daunting and confusing? Join us for our Webinar as we walk you through all the necessary steps you need to take to check Membership Month End off your “to do” list. We’ll explain preliminary steps you need to take before running the Month End Wizard, how to run the Month End Wizard, and the necessary follow-up steps to ensure all your month end loose ends are tied up. |
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Office Education Session - w/Jason House
Top Recent Enhancements and What's Coming Soon
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title | Office Education w/Jason House |
Membership Maintenance |
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Full Suite Users - this is for you! If you need a little help utilizing best practices when it comes to Resigned members, join us as we discuss different scenarios and options for managing your member data in the back office system and how that impacts the website! |
Membership Maintenance | ||||||
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Deep Dive w/Jason House
Kiosk - Self-Serve Check In and Reservations Integration
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title | Deep Dive w/Jason House |
Roster Unification |
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Learn how to manage your Roster Sync seamlessly across the (back) Office to the Axis-Website, ensuring you have the tools you need for managing the website Directory. Clubs can control which Member Types are included, select groups from office to sync to the website and also utilize other aspects such as the Employee sync. |
Roster Unification | ||||||
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Office Education Session - w/Jason House
Top Recent Enhancements and What's Coming Soon
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title | Office Education w/Jason House |
Managing Member Groups |
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Learn how to manage your Member Groups seamlessly across the (back) Office and Axis-Website, ensuring you have the tools you need for managing and communicating to Groups. A Club may wish to establish several different types of Membership Groups to accomplish various marketing and communication goals. The Unified Suite provides the Club with the ability to meet these goals. |
Managing Member Groups | ||||||
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Product Updates w/Jason House
2nd Quarter Updates - What's New and What's Coming Soon
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title | Product Updates w/Jason House |
Accounts Payable Overview |
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Let’s discuss everything Accounts Payable. In this webinar we will walk through the basics of how our software manages vendors, takes care of invoicing, payments, printing and voiding checks, and reviews various reports to make sure everything is in order. |
Accounts Payable Overview | ||||||
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Deep Dive w/Jason House
AP and Inventory Management
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title | Deep Dive w/Jason House |
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Product Updates w/Jason House
1st Quarter Updates - What's New and What's Coming Soon
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title | Product Updates w/Jason House |
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Goods for Goodness Sake
Office - Hardware, Backups, and Troubleshooting
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title | Goods for Goodness Sake |
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Simple Gifts
Office - Data Mining, Data Grids, & Data Genie
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title | Simple Gifts - Data Mining, Data Grids, & Data Genie |
Making a List, Checking it Twice
Office - Inventory Practices
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title | Making a List, Checking it Twice |
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Extra Dough for the Holidays
Office - Payment Options (ACH, NACHA, Credit Cards)
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title | Extra Dough for the Holidays |
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It's the Most Wonderful Time of the Year
Office - Budgeting
General Ledger Overview |
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A brief overview of CE's General Ledger Module and some basics into its functionality. |
General Ledger Overview | ||||||||
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Retail Management |
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Retail Management | ||||||||
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Understanding Retail Mobile POS |
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Continuing our Retail Management webinar we dive into the Mobile POS arena to ensure you are fully versed in all aspects of our software offerings. Join us to further your in-depth education. |
Understanding Retail Mobile POS | ||||||||
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Retail POS Staff Training |
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Retail POS Staff Training | ||||||
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"Say Goodbye to Tedious Exporting and Re-Formatting of Excel Spreadsheets"
Office - Grids, Data Genie, Financial Report Writer
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title | Say Goodbye to Tedious Exporting and Re-Formatting of Excel Spreadsheets |
Retail Management: Understanding Inventory |
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Our final webinar in this series come prepared to learn about our inventory system. Adding, adjusting, counting, reporting we cover it all. |
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"Get More Out of Your Office Tools with the Data Genie"
Office - Data Genie
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title | Get More Out of Your Office Tools with the Data Genie |
Financial Report Writer |
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Learn how to utilize Financial Report Writer to create custom financial statements. Financial Report Writer functions similarly to Excel yet is embedded within our CMA/Office product allowing you to pull live/posted data directly into your reports. If your reporting needs exceed the standard Financial Reports provided, then join us to learn how you can use Financial Report Writer to build the reports you desire. |
Financial Report Writer | ||||||
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"Office and Clubessential Website - Groups Unification"
Axis, Office - Groups
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title | Office and Clubessential Website - Groups Unification |
Membership Analytics Predictor |
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Learn how to utilize Clubessential’s Membership Analytics Predictor (MAP) tool to proactively manage and respond to the individual behaviors of your members. Identify your highly engaged members and pair them with potential prospects. Re-engage your at risk members before they leave your Club. By calculating a MAP score for each of your members using various configurable factors such as money spent, reservations, and check-ins, you can continuously keep your pulse on the engagement of each member. In addition, you will learn the various ways you can view your members’ MAP scores in the system, how you can use Interactive Reports to analyze MAP scores, and how MAP scores can be used to create Dynamic Groups for targeted marketing. |
Membership Analytics Predictor | ||||||
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"Banquets"
Banquets, Office
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title | Office and Clubessential Website - Groups Unification |
CE Payments: Setup Tools |
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CE Payments is Clubessential’s payment processing solution that helps streamline payment operations, simplify fund settling, associated reporting, the related reconciliation processes, and provide a better overall payment solution and User experience for your Club. Join us to walk through the setup tools and many different reporting options available within CE Payments that help find and search for payments, provide data for settlements, and much more. We'll also take a look at the easy, clean bank reconciliation process now that you're utilizing CE Payments. Finally, we'll cover some great tips on how to get your members adopted to this platform. |
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"Tee Times & POS Unification"
Tee Times, Axis, Office, POS
F&B Management |
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"Accelerating Your POS Operations"
Office - POS
F&B Mobile POS Management |
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Welcome to the new Mobile POS. Here we will overview basic principles and best practices while using the system on the FNB side of the club. This is a companion webinar to our previous session, F&B Management. |
F&B Mobile POS Management | ||||||
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"Office Dining Unification"
Dining, Axis, Office, POS
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title | Office Dining Unification |
F&B POS Staff Training |
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Join us for a quick overview of our Mobile POS as viewed by the wait staff. You’ll learn the basics of ticket management, possible reservation systems integrations, and other aspects of your day to day within the system. Managers, this is the course for your new staff to take to get up to speed with the system as well as your veteran staff for a refresher. |
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"Office Version 5.9"
Office
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title | Office Version 5.9 |
The Power of Data Genie |
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Learn how to master Data Genie. This webinar will focus on the various report views and how to manipulate the Pivot tables to pull the exact information desired. |
The Power of Data Genie | ||||||
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"POS and Events"
Office, POS, Axis
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title | POS and Events |
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"Office Reporting Fundamentals"
Office
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title | Office Reporting Fundamentals |
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"General Ledger Fundamentals"
Office
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title | General Ledger Fundamentals |
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"F&B 101"
Office, POS
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title | F&B 101 |
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"Inventory Management"
Office
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title | Inventory Management |
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"Paycloud | Payments...Powered, Statements"
Office
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title | Paycloud | Payments...Powered, Statements |
Guest Rooms - Lodging |
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Join us to learn how to make reservations, handle daily charges, and many other facets of your members and guests' stay through our Guest Rooms module. |
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Managing Employees |
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With this session we cover everything needed to ensure that your staff has the tools available to them to empower them to perform their assigned tasks as well as the tools that area and department managers have to keep track of schedules and the Time Clock that employees will use to track their time. We are going to cover everything from Employee Discounts to Syncing employees to the website. If you are new to Clubessential or just need a refresher on Managing Employees, then join us for an exciting breakdown of the Employees Module. |
Managing Employees | ||||||
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