Section: Main Menu > CRM

Users Zone:

Configuration Zone:

How to create a client:

How to edit a client:

How to delete a client:

How to assign a physical or QR card to a customer:

Import from Excel

You can send emails to clients

You can send chats to clients. New

You can save personal and other data in your file

The customer can choose their preferred language to see the app and notifications in that language. New

The system checks the validity of the DNI. New

There may be a different email for invoices. New

Automatic invoices can be sent by email to the client. New

With the Bill to field you can pass payments from family members to the owner. New

The client can be assigned multiple tags, useful for restrictions and/or advantages of the client with the club

You can add as many comments as you want to a customer's file to act as a CRM

You can see the history of reservations, collections, sales, invoices, bonuses, fees and deposits

The client can have as many bank accounts as they wish for receipts

The client can have a level in different sports (golf -> handicap, paddle tennis -> level). New

You can contract directly from the client's file: fee, bonus, deposit. New

You can pay invoices or pending sales from the customer's file. New

You can open a POS with your name from your file

Clients can be exported to Excel

Clients and/or their data can be imported/updated from Excel

The client has access to the website and app with the information fully synchronized

You can copy a client's file, useful when you want to copy family members and their contact information

You can add comments in the Activity tab where you can attach files

You can associate the center card with a client to remove balls, go through turnstiles, etc.

You can associate an alias to the client. The alias is a utility that can be used for many things. The alias will appear in this player's reserve cell below the name

You can mark a client as featured . It will make this client appear at the top of the client list when you go to make a reservation, etc. New

New:

Actions:

To create a template in HTML format . If you don't know how to create HTML code, the best option is to use an editor. On Google you can find many free HTML editors and, among them, a very simple one: https://html5-editor.net/

Select Save .

NOTE . The email(s) will be sent automatically. You will be redirected to the shipment detail so that you can see the execution of the task to know if everything went well or if an error occurred.

Edit

New

Actions :

POS

Photo . Edit to add a photo to the client. This photo will appear on the occupancy plan and in the customer area

Name surname . In this version you can separate the first and last names

Individual / Company. Select an option

E-mail. It is a unique field, that is, two clients cannot have the same email as this is the way to identify themselves in the client area. In the case of a child, you can use the field another email that is not unique. This is the main field for the user's email. All information will be sent to this email by default.

Other email. This option has been added for special situations, such as when a user does not have their own email. For example, in a family, children who do not have email can have their father or mother's email in the “Other Email” field.

Note for sending information:

Phone

Another phone

Birthdate

Disable notifications. Activate this option to disable the sending of confirmation emails, reminders and general notifications. There are cases in which the client requests not to receive confirmation emails, reminders, notifications, etc. For these cases, this checkbox has been enabled that allows you to deactivate the sending of these emails. If the customer does not wish to receive emails, simply select this checkbox in the customer's profile. The only notifications that will always be sent are those related to security, such as password reset.

Gender

Company

Blocked - can't make online bookings

Language

Membership number

Center card . This card number will be used by the customer to draw balls or go through a turnstile with their membership card.

Alias . Useful field in case of an agency. With this alias the user will be able to see the reservation cell with the name of the player and “who” brought it. In the case of the photo, Golf Breaks' alias is GB . This way I know that the player Rafa is going to come through Golf Breaks

Outstanding . If you check the option, the client will appear first in the client search engines when booking, POS, etc. This option can be useful for those fields where a few clients make the majority of reservations (resorts). This way you won't have to search for them by typing their name

Tags . These tags are very useful to filter your database, create reservation rules or dynamic prices

Tags . Useful tags are added for this client. Ex. X€ pending payment

hotel etiquette

Booking reference

Entry date

Departure date

Street

Street 2

City

Region

Postal Code

Country

VAT Number . It is also a unique field, that is, two clients cannot have the same ID

Foreign VAT number. Activate or deactivate this option

IBAN

BIC

Term of office

Domiciliate receipts

Invoice email

Send invoices by email

Observations on invoice . V3 allows you to put comments on the invoice in each payment method. This way, when a client, for example, goes to pay an invoice by Bank Transfer, they will see these observations with instructions and account number at the bottom of their invoice. The text you enter here will automatically be added to invoices that have this payment method programmed.

Bill to . All sales billed to this customer will be generated to this other customer selected in this field

Get paid automatically

Preferred payment method

Tax exempt

Payment Terms. Use the drop-down menu to select one of the following options if you wish. Once you have set up the payment terms on the client's card, every time you generate an invoice for that client, the system will automatically fill in the Due Date field in the billing pop-up with the option you previously selected.

On credit. Activate this field if you want a client to be on credit.

Accounting account. This field is required if you want to export the data to your accounting system. In most integrations, if this field is empty, they are exported to a generic account.

General . Generic customer information, address, contact, etc.

Comments . Here you can add a comment history to keep track of your client

Sales . All sales created to this customer. The possibility of paying, editing or deleting them from your file is included.

Collections .

Bookings . All reservations enjoyed by this customer

Participating reservations .

Levels . This client's level of play in different sports (tennis, paddle tennis, golf-hcp), etc.

Beneficiary reservations .

Bills . All invoices created to this customer. The possibility of creating, editing, deleting and/or paying from this tab is included.

Deposits . Amount of money in the customer's account to pay for future purchases. The possibility of adding a new deposit to the client and the history of movements is included.

Bonds . Balance of the different bonuses (wallet, units) of this client. The possibility of adding a new recharge to the client and the history of movements is included.

Contacts .

Dues .

Actions.

Relationships . With this functionality you can relate clients to each other and decide if they are friends or family. These relationships will help the player to be able to book for them:

New:

Actions:

Edit

New

Actions:

Select the New button

Fill in the following fields:

Select the Save button

Customer . Select a client from your database from the drop-down menu

Number

Qualification

Series

Save button, the Transmissions section appears :

Hotel

Customer

Entry date

Departure date

Booking reference

Manuals . The customer tag is entered manually in the customer file. E.g. partner, women's league, allergic, etc.

Automatic . It is another module that automatically adds the tag to the client's file. This is very good because the tag will be associated with that module and can be canceled automatically. For example, when contracting a quota we can tell the system to add the partner tag to the new client's file. From that moment on, and thanks to the tag, the player will automatically begin to enjoy member benefits (new schedules, rates, discounts, etc.). When the quota expires, the tag, depending on that quota, will be removed from the client's file, becoming a normal client and they will lose all privileges for not having renewed their quota. All this automatically.

Dues . As long as the quota is active, the customer will have that tag. See the quota settings to enjoy this functionality.

Bonds . As long as the customer has a voucher with a balance and it is valid, the customer will have that tag. See the bonus settings to enjoy this functionality.

Groups (Academy). As long as the client is enrolled in an active course, they will have that active tag on their record. When creating the group (course) you can choose the tag to enjoy this functionality.

Name . Put the name for your different tags. This is the name that will appear on the client's file.​

Default . Activate this option if you want this tag to be used for customers who do not have a tag in their profile. This is very useful so you don't have to add a v every time you create a new tab. Normally the Visitor tag is checked by default .

Public

Manuals . The customer tag is entered manually in the customer file. E.g. partner, women's league, allergic, etc.

Automatic . It is another module that automatically adds the tags to the client's file. This is very good because the tag will be associated with that module and can be canceled automatically. From that moment on, and thanks to the tag, the player will automatically begin to enjoy hotel customer benefits (new schedules, rates, discounts, etc.). When the tag expires, it will be removed from the customer's record, becoming a normal customer and losing all privileges. All this automatically.

hotel records

Hotel

Tag

Banner. Add a photo for the header of the web page that users will see. It is important that you use a photo between 200 and 500 Kb so that the web page does not take long to load, and that it is well optimized so that it looks good.

Banner color. Header background color in case you do not have header photos or photos in the areas. Here you can choose your corporate color.

Background color. Header background color in case you do not have header photos or photos in the areas. Here you can choose your corporate color.

Languages. Multiple languages ​​​​selectable for the consumer website. Select one or more languages ​​​​from the drop-down:

Large Logo. Enable this option if you want the logo in the consumer view to be larger than the default size.

Allow in iframe. Enable/disable this option

Access only registered customers. Allows access to the customer area to customers who have an account. Useful for social fields where you do not want any user to enter.

Allow online registration. If you allow visitors who enter your website to create an account by themselves. Useful for open fields that want to collect data from their customers.

Allow deleting the account. Enable/disable this option

Registered customer label. Label that will be added to customers who create an online account. Normally “Visitor”. This label will be important to be able to segment your customers.

Company name that will be visible at the bottom of your website.

Company data that will be seen at the bottom of your website.

Google Analytics ID

Select the New button

Select a record field from the dropdown

Select the Save button

Auto send Enabled : Enable or leave disabled

New:

Actions:

New:

Actions:

Text that will appear on the card.

URL to which the client will be taken when selecting on the card. It has to start with an extra “/”:

Priority

Image

Background color

Type:

Shows the updated weather forecast for the selected location, providing information on temperature, weather conditions and future forecasts, the weather is displayed at 12:00. To configure the installation location, go to this link (Settings Menu > System > General > Location Section).

It allows you to add custom text blocks and descriptions, ideal for advertisements, news or any type of relevant information that you want to highlight on the main page.

Name

Priority

Image

Search for your client using the search tools (filters, search engine, etc.)

Select the Reference of the desired client

Select Edit

Edit the desired information

Select Save . The new client will have been edited

Search for your client using the search tools (filters, search engine, etc.)

You can continue in two ways:

Removing balls from the driving range machine

Go through an entry/exit turnstile

Go through a door

Proximity cards, also known as mifare

A proximity card reader

Hire the services of a provider that connects the machine with Golfmanager. Eg. Simec.

Download the supplier module. E.g. Simec

Hire the services of a provider that connects the machine with Golfmanager. E.g. Simec

Download the supplier module. E.g. Simec

Search and select your client(s) using the search tools (filters, search engine, etc.)

Select Edit

Select in the Center Card field so that the courses are within that field

Bring the member's physical card closer to the card reader. You will see how the code is written in the center card field

Select Save
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