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A Club builds new Members in their system as they join the Club to ensure they can communicate with them effectively, manage their billings and related payments, and include them in Club offerings such as the Club Website, Reservations system, POS System, and the Club App. Use Case A new Member joined the Club today. He would like to be set up with access to view the Club’s website. He would also like to be a part of the Men’s Golf Group, and would like to pay his club dues via ACH. The Membership Director ensures the new Member's information is input into the Clubessential Office system to facilitate Club communication, billing, and other Club offerings. |
Video
This video contains highlights from a training Webinar given on Managing Members.
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IF Member is Primary:
VERIFY Billing Member is set to None.
- AR Threshold - Limits the amount a member can member charge using the Member Charge Wizard and POS. Add total AR balance plus current charge, if the total is greater than the threshold the system will populate a question message asking if the club would like to continue
Please Note: Does not currently affect Mobile POS. Tax Exempt - Check, if Member should not be charged tax.
Late Fee Exempt - Check, if Member should be exempt from Late Fees.
Include Statement Details On Statement - Check, if Member should receive miniature copies of their chits with the printed or emailed statement.
Credit Comments - Enter free-form comments as desired.
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