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