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Table of Contents
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Overview
Required Permissions
Static Groups & Opt-In/Opt-Out Groups
Static Groups are created by manually adding members to groups, but these groups may also be opt-in/opt-out, so that Members may choose to be included in the group.
Interest-Based Groups (i.e. Golf, Wine Club, Tennis, Junior Activities, etc.)
Board of Directors/Governors
Past Event Registrations
Dynamic Groups
Dynamic Groups are set by defined rules that pull from the Directory or accounting system.
Member Types (i.e. Golf Members, Social Members, etc.)
Membership Classifications (i.e Primary, Secondary, Dependants)
Male or Female
Outstanding Balance
Overdue Balance (60, 90, 120 days)
Remaining Minimum
Monthly Birthdays
Monthly Anniversaries
Never logged into the Website
Members w/ Dependants*
Members by age ranges*
Golf rounds in the last month*
F&B purchases in the last month*
Credit Book Balance*
Member Analytics Predictor Score**
New Member Onboarding/Welcome Emails
Item Purchases* (based off of item reports, i.e. Taylor Made Clubs, Cases of Wine, Fitness Classes)
...
*Requires Clubessential Office Accounting Software
** Requires Clubessential Office Accounting Software and Clubessential Member Analytics Predictor
Best Practices
FAQs
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