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Year End

Review Mini Series (1099's)

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.

This quick review covers the in’s and out’s of 1099’s.

Year End

Review Mini Series (1099's) Widget Connectoroverlayyoutube_templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vm

Readiness

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Year End Review Mini Series (

Budget

1099's)

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

1099’s.

Year End Review Mini Series (

Budget

1099's)

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Year End Review Mini Series (

Year End Wizard

Budget)

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

budgets.

Year End Review Mini Series (

Year End Wizard

Budget)

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Year End Review Mini Series (Year End

Readiness

Wizard)

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

Readiness

Wizard.

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Membership Analytics Predictor

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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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

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Month End for New Users

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.

Month End for New Users

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Membership Maintenance

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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Roster Unification

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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Managing Member Groups

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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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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Accounts Payable Overview

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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General Ledger Overview

A brief overview of CE's General Ledger Module and some basics into its functionality.
We will discuss, Accounts, Departments, GL Transaction Grid, Journal Entries, Budgets and Periods, Year End Wizard, and Reports.

General Ledger Overview

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Retail Management


This webinar focuses on many of the options retail managers need to manage throughout their season. We will overview items and how they relate to the POS and the retail side of the club. We will also walk through some screen group functionality and fundamentals. Finally, We will look at some reporting that can be accomplished to help managers gain valuable data on member spending, employee hours, and item demand.

Retail Management

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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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Simplifying Month End

Do you find executing your Membership Month End activities daunting and confusing? 
315

Retail POS Staff Training


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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a quick overview of our Mobile POS as viewed by retail 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.

Retail POS Staff Training

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urlhttps://vimeo.com/689799157
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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

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urlhttps://player.vimeo.com/video/795724589
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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.

Financial Report Writer

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315

Membership Analytics Predictor

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

Membership Analytics Predictor

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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.

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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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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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.

Understanding F&B Mobile POS

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F&B Management

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F&B Management


This webinar focuses on many of the items a food and beverage director needs to manage throughout their season. We will overview items and how they relate to the POS. We will take a quick look at prep and receipt printers and some best practices for each. We will also walk through some screen group and area layout functionality and fundamentals. Finally, We will look at some reporting that can be accomplished to help managers gain valuable data on member spending, employee hours, and item demand.

F&B Management

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F&B Mobile POS Management

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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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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315

F&B POS Staff Training

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.


F&B POS Staff Training

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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.

Click Herefor the training guide.

Integrating Your Calendar Events with CMA

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The Power of Data Genie

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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.

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watch?v=pMLBgn5zoQEClick Herefor the training guide.

How to Utilize Your Online Form & Event Payments

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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.

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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.

Opening the Club-Part 1 for Controllers and Membership Directors

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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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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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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 out of Payments

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Guest Rooms - Lodging

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Opening the Club-Part 1 for Controllers and Membership Directors

Opening your club can feel overwhelming. Let Club Essential come alongside and guide you in this three part webinar series where we look into different personas and their roles in opening the club for the season. We will focus on Controllers and Membership Directors in our first session, F&B Managers in our second, and Golf Pro's in our Third.
Click here for the training guide.
315

Managing Employees

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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