Office Webinar & Video Archive

Year End Readiness

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.

 

 

 

Year End Readiness

Year End Readiness

 

Year End Review Mini Series (1099's)

Year End Review Mini Series (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 1099’s.

 

 

 

Year End Review Mini Series (1099's)

Year End Review Mini Series (1099's)

Year End Review Mini Series (Budget)

Year End Review Mini Series (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 budgets.

 

 

 

Year End Review Mini Series (Budget)

Year End Review Mini Series (Budget)

 

 

Year End Review Mini Series (Year End Wizard)

Year End Review Mini Series (Year End 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 Wizard.

 

 

 

Year End Review Mini Series (Year End Wizard)

Year End Review Mini Series (Year End Wizard)

 

Membership Analytics Predictor

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

Membership Analytics Predictor

Month End for New Users

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

Month End for New Users

 

Accounts Payable Overview

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

Accounts Payable Overview

Retail Management

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

Retail Management

 

Understanding Retail Mobile POS

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

Understanding Retail Mobile POS

 

Retail POS Staff Training

Retail POS Staff Training


Join us for 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

Retail POS Staff Training

 

Retail Management: Understanding Inventory

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

Retail Management: Understanding Inventory

 

Financial Report Writer

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

Financial Report Writer

CE Payments: Setup Tools

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

CE Payments: Setup Tools

F&B Management

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

F&B Management

F&B Mobile POS Management

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

F&B Mobile POS Management

F&B POS Staff Training

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

F&B POS Staff Training

The Power of Data Genie

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

The Power of Data Genie

Guest Rooms - Lodging

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

Guest Rooms - Lodging