Retail Management: Understanding Inventory
Our final webinar in this series come prepared to learn about our inventory system. Adding, adjusting, counting, reporting we cover it all.
Retail Management: Understanding Inventory
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. |
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Understanding Retail Mobile POS
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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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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Retail Management
Retail Management
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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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Simplifying Month End
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.
Click here for the training guide.
Simplifying Month End
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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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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. Click Here for the training guide |
Financial Report Writer
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CE Payments: Setup Tools
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.
CE Payments: Setup Tools
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Financial Report Writer
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.
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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. |
Click here for the training guide.
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Understanding F&B Mobile POS
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Understanding F&B Mobile POS
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.
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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! |
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F&B Management
F&B Management
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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. |
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CE Payments Reporting
Join us to walk through the 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.
CE Payments Reporting
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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. |
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The Power of Data Genie
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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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. |
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Integrating Your Calendar Events with CMA
We will walk you through how to set-up Event items in CMA and how to link those items and associated fees to the Event itself. We will show you how to create both single and multi-day Events on your Club Calendar, how to allow and manage online registrations, and how to utilize Event notifications to keep your members informed. We will also cover member payment options and Mobile POS check-in for Events.
Click Herefor the training guide.Integrating Your Calendar Events with CMA
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General Ledger Overview |
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A brief overview of CE's General Ledger Module and some basics into its functionality. |
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Integrating Your Forms & Events With CE Payments
Event and form payments provide a fantastic user experience where members can easily pay online with saved information. The easier the process is for members or visitors, the more likely they will be inclined to attend future events.
Click Herefor the training guide.How to Utilize Your Online Form & Event Payments
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Retail Management |
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Guest Rooms - Lodging
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.
Guest Rooms - Lodging
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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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Year End Readiness
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
Click Here for the training guide
Year End Readiness
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Retail POS Staff Training |
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Retail POS Staff Training | ||||||
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Opening the Club-Part 1 for Controllers and Membership Directors
Click here for the training guide.
Opening the Club-Part 1 for Controllers and Membership Directors
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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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Modernize Your Payments Platform
Modern times bring modern challenges, which makes online payments for your Members an absolute need. Learn how Covid-19 has recently pushed more payments than ever online, causing a need for ease, speed, and reliability when it comes to taking Member payments. Additionally, uncover how other clubs are simplifying and streamlining their cash flow, as well as the associated accounting entries, and flexible fee arrangements with a one-stop-shop approach to all of their payment needs.
Modernize Your Payments Platform
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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. |
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Office Reporting
Do you plan to make changes to your current fiscal year budget? This 60-minute webinar will highlight how to revise your budget and incorporate multiple budgets into your income statement. With the change of revenue and income, now might be a good time to also learn how to create a cash flow report and maximize financial data for your board.
Office Reporting
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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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Taking the Pain out of Payments
In the spirit of Halloween, we are offering a special treat (and maybe even a few tricks) to help you identify the trends in the payments industry, the underlying pains in your payment system, and how you can modernize your payments platform to streamline and optimize your entire payments solution. Our Director of Product Management, Stacy Zak, and our CE Payments and Office Product Owner, Sam Horn will help guide us through the world of Payments.
Taking the Pain our of Payments
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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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2019 Private Club Trends
New year, new trends for the private club industry in 2019. In this webinar, we are listing the top trends you'll see in the industry from increased cybersecurity to personalized marketing, and more.
2019 Private Club Trends
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Reservations to Revenue
Explore how Clubessential's Accounting Suite, Office, can take reservations to revenue with a seamless integration and effortless club management practices.
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F&B Management |
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12/6/17
Live Q&A Webinar
In this Live Q&A webinar, our product experts answer your questions on all products from Website, Office, Reservations, and more!
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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. |
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11/15/17
Deep Dive Year End Session - w/Cathy Sanderson
Closing/Opening Periods, Year End Wizard, Budgets, Reports for Auditors, and More
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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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10/18/17
Office Education Session - w/Jason House
Top Recent Enhancements and What's Coming Soon
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9/6/2017
Deep Dive w/Jason House
Kiosk - Self-Serve Check In and Reservations Integration
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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. |
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6/14/2017
Office Education Session - w/Jason House
Top Recent Enhancements and What's Coming Soon
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4/05/2017
Product Updates w/Jason House
2nd Quarter Updates - What's New and What's Coming Soon
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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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3/8/2017
Deep Dive w/Jason House
AP and Inventory Management
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1/11/2017
Product Updates w/Jason House
1st Quarter Updates - What's New and What's Coming Soon
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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. |
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