Office Webinar & Video Archive

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)

 

 

 

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

 

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

 

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 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

 

Simplifying Month End

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

Simplifying Month End

 

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.

Click Here for the training guide

Membership Analytics Predictor

Membership Analytics Predictor

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

Simplifying Month End

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

Simplifying Month End

Understanding F&B Mobile POS

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

Understanding F&B Mobile POS

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

CE Payments Reporting

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

CE Payments Reporting

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

Integrating Your Calendar Events with CMA

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 Here for the training guide.

 

Integrating Your Calendar Events with CMA

Integrating Your Calendar Events with CMA

Integrating Your Forms & Events With CE Payments

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 Here for the training guide.

 

How to Utilize Your Online Form & Event Payments

How to Utilize Your Online Form & Event Payments

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

Opening the Club-Part 1 for Controllers and Membership Directors

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.

 

 

 

Opening the Club-Part 1 for Controllers and Membership Directors

Opening the Club-Part 1 for Controllers and Membership Directors

 

Modernize Your Payments Platform

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

Modernize Your Payments Platform

 

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

 

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