Index
Frequently Asked Questions
General
Section: Settings > System > General
Company
Name to display in the customer area. Ex. La Finca Golf Club
Short name that appears at the top of the Main Menu.
Application icon that will be displayed in the application but also in browser tabs
Logo of your club that will be displayed on the website, application, invoices, etc.
Login background image. Image displayed in the background of the customer area registration page. This image remains behind the club's login mode.
Centered background image. Activate this option so that the background image fills the entire width of the screen. This image remains behind the club's login mode.
Main color. Select the color you want to customize the appearance of the visual elements in the customer area. It allows you to adapt the color scheme to the visual identity of your company, making calendar elements and pop-ups in Consumer adjust to the color you choose. The elements in the customer area that will adopt the selected color are:
Calendar: The dates on the calendar will appear in the color you have chosen.
Pop-ups and Borders: When you hover over the hours or interact with the pop-ups, both the borders and the pop-ups will be displayed in the selected color.
Dark menu. Select this option if you want the Main Menu to appear in dark blue
Localization
Time Zone of your golf course so that bookings from different countries work correctly. Ex. Europe/Madrid
Location of the golf course
Geographical coordinates. To obtain the geographic coordinates go to https://www.google.com/maps, right click on the point on the map to copy the coordinates and click on the coordinates to paste the copied data.
Language and culture
Customize your app to suit your country's needs.
Culture. If you choose a culture here, the system will use the default values of that culture and you do not need to fill out the rest of the information in this section. In case you want to customize one or more formats of the options below, they will override the default values. In this way you will obtain the visualization of the formats completely adapted to your needs
Default language of your application. Spanish. Each user will be able to choose their own without affecting the default language
Currency name
Currency symbol of your country's currency. €, $, £
Symbol on the left . Activate this option so that the symbol is displayed before the price
Decimal separator . Choose period (.) or comma (,) so that quantities with decimals are displayed correctly. 5.50 or 5,50
Thousands separator . Choose a period (.) or comma (,) so that quantities greater than a thousand are displayed correctly. 1,000 or 1,000. The combined result of the previous point and this one will be 1,000.50 vs 1,000.50
Number of decimal places shown on the screen and on the ticket. Ex. 2. The system internally will work with more if necessary even if it is not shown to the user
Short date format . Ex. dd/MM/yyyy
Long date format . ex. dd/MM/yyyy
Date and time format . Ex. dd/MM/yyyy hh:mm
Long date and time format . dd/MM/yyyy hh:mm
The first day of the week . Select the first day of the week that will be shown in the reservation calendars, classes, prices, etc.
Address
This information will be visible on the website:
- Street of your facilities.
- City of your facilities.
- Region of your facilities.
- Postal code of your facilities.
- Country of your facilities.
Account section
Home page. If you leave this field blank, the system will redirect you to your job when you log in.
Note: There are three different levels where you can assign a home page: (1) at the global system level, (2) from the profile, and (3) for each user, with the one added for the user having the highest priority.
Mode. Required field. Select a mode option for your tenant from the drop-down menu:
Testing
Production
Tags. To add tags
End of testing. If in Testing mode. From that date onwards, the application will become read-only and will only be activated if you activate the account
Profile. Write a profile
Hide Test Server banner. Enable/disable this option
Application
Plan your V3 manager application. Read only
Mode of your application. Testing or Active
End of the test if in Test mode . From that date on, the application will become read-only and will only be activated if you activate the account.
Application icon that will be displayed in the application but also in browser tabs
Logo of your club that will be displayed on the website, application, invoices, etc
API
V3 manager allows you to integrate via API with third parties. These will need the following documentation and some API keys to be able to connect both applications. API keys are obtained by: (1) creating a system user as if it were an employee and, after (2) saving, (3) clicking on the Generate API key button .
Documentation . Link to API documentation for integrators
Include API key in examples . Activate this option if you want the documentation examples to already include the user's API key for greater convenience
V3 manager allows you to send automatic reservation confirmation emails, manual emails, sending invoices, even automatic campaigns. These emails are sent with the V3 manager email, clearly indicating in the Sender the name of your club, that is, the player will have the feeling that the email has been sent by the club itself. Only if you look inside the email carefully at the email address will you see that it has been sent with the V3 manager email. You can change this behavior by contacting your email server and filling out the following information.
Sender name that will appear in the inbox. Ex. Company Name
Sender email from which the emails will come. info@company.com
Response address for when the client decides to respond to your emails. info@company.com
Outgoing email server : URL that must be provided by your email provider. Ex. smtp.company.com
User of your email account provided by your email provider
Password for your email account provided by your email provider
Port through which your emails are sent. This information is provided to you by your email provider. Ex. 587
Do not verify certificate . Activate this option if you want to ignore certificate errors
Disable notifications if you are testing and do not want clients to receive any type of email
Default email footer. It is not applied in HTML templates. To disable notifications sent to customers via a link, add {{disableEmail}}. When you add it, an email will be sent to the configured email, showing the message you have written along with the link to unsubscribe from Golfmanager notifications. This link will allow the recipient to unsubscribe from all email notifications, except essential ones, such as password recovery.
Aid
Setup Wizard . Activate this option if you want a virtual assistant to help you when starting to use the V3 manager application
System
Clear cache . If you want to clear the temporary system memory
Delete test data . By clicking here, sales, collections, and tickets are deleted so you can start with the clean application. Products and customers are not deleted
Custom fields
Section: Setup Menu > System > Custom Fields
The Custom Fields functionality allows users to create new fields within the system to meet specific data collection needs that are not addressed by the default settings. This tool is designed to accommodate the unique requirements of each business.
With this functionality, users can extend the information recorded in the system's tables or entities, such as Clients, Reservations or others, by adding specific fields according to their needs.
In order to create Custom Fields it is necessary to have the Custom Fields module installed. For more information about contracting and downloading this module, please contact our support team.
Once you have downloaded this module, follow the steps below to create a new custom field:
Go to the Configuration Menu > System > Custom Fields.
Select New and fill in the following fields.
Visible label (required field). This is the name that will be displayed in your system. Here you can use capital letters, spaces, accents, etc.
Model (required field). We will select or look for the table of the system where we want to incorporate a new field.
Name (required field). We will put the desired name to this new field. This name will be internal to the database so it can only contain alphanumeric characters, no spaces, no accents and no capital letters.
Data type (required field). Select an option from the drop-down list:
Small text
Long text
Whole number
Number with decimals
Yes/No
List (of values):
Name. This field must be filled in with the name you want to be displayed in the list of values.
Value. Fill this field if you want that when exporting a list in Excel, a value appears in place of the ID.
Label.
Date
Date and time
Time
Currency
Image
File
Encryption
Size
Decimal places. Add the number of decimals you want it to contain.
Default value. Add a value if you want it to appear by default.
After. Select from the dropdown an option for the new field to appear after an existing field.
Required. Activate this option if you want it to be a mandatory field.
Read only. Activate this option if you want it to be a read-only field.
Unique value. Activate/deactivate this option
Hidden. Activate this option if you want it to be hidden in the table.
Public. Activate this option if you want it to be public (access images and files from the public web).
Internal key. Name of the column in the database. Leave this field empty and when the created field is saved, it will appear automatically.
Bookings
· Refund mode upon cancellation : Choose the payment method with which the reservations will be returned when the client is within the allowed cancellation period.
· Email reminder . Choose how long before the reservation you want to send a reminder email to your players .
Registration fields
Here you can add fields that the client can fill out when creating an account in the client area.
Additional cards in the home
You can add more cards or buttons on the consumer area page.
- Text that will appear on the card.
- URL to which the customer will be taken when clicking on the card. Note, it has to start with an extra “/”. //consumer/activities.
Holidays
Introduction
V3 manager allows you to save public holidays. When configuring fees, prices, courses, etc. the system will ask you if you want to include public holidays. In order for your management to run smoothly you will need to fill in and update your club's public holidays.
How to add public holidays
Access the calendar via Main Menu / Settings / Holidays
Select the public holidays in the calendar by clicking on the day.
Click on Assign. You will see a message confirming the changes
How to delete public holidays
If you want to delete one or more public holidays:
Access the calendar via Main Menu / Settings / Holidays
Select the public holidays in the calendar by clicking on the day.
Click on Delete. A confirmation window will open
Click on OK. You will see a confirmation message with the changes
If you want to delete all public holidays:
Access the calendar via Main Menu / Settings / Holidays
Click on Delete all. A confirmation window will open
Click on OK. You will see a confirmation message with the changes
Calendar
You can create as many calendars as you need and you may need them to:
- Define a teacher's
work schedule . - Limit dynamic prices depending on the season .
Icons
Section: Settings menu > System > Icons
From here, you can add images to use as icons in the system, such as in Booking Types, Resource Types, or Views.
How to add a new icon
Select the New button.
A window will open where you must complete the following fields:
Name: assign an identifying name for this icon.
Image: upload an image from your device (standard format: .png or .jpg).
Select Save to add the icon to the system.
Security
Section: Settings menu > System > Security
Passwords
Section: Settings menu > System > Security
All default passwords must be 8 characters long and contain a number, a letter and a symbol. You can optionally configure the following options for system user passwords.
Optionally, you can choose a minimum password length (e.g. ‘10’ characters) for user passwords. This will require a password of at least 10 characters to be entered.
Optionally, you can choose a password expiry date for user passwords (e.g. ‘6 months’). The user can keep the same password for 6 months and will be logged out after 6 months if necessary.
Login
Section: Settings menu > System > Security
Two-factor authentication is a security measure whereby a user, teacher or customer is asked to enter a code sent to them by email when they log in to the system. This prevents hackers from logging in with your account.
Two-factor authentication (2FA) for users. Requires users of the system (e.g. receptionists) to enter a code sent by email in order to log in.
Two-factor authentication (2FA) for customers. Requires entering a code sent by email to log in to your club's customers when they log in to the website/app.
Specify Request Two-Factor Authentication (2FA) every certain amount of time. If you leave it blank, the system will always request two-factor authentication. If you set it to 1 day, it will only be requested once a day. If you set it to 1 month...
FastLogin
Section: Settings menu > System > Security
Quick start is an option that can be enabled so that the system automatically shuts down after X amount of time without use (moving the mouse or typing something). If the option is enabled, after that time has elapsed, the system will go into a ‘Locked’ state, asking you to enter a PIN to continue. Each user can have a PIN, so the system will log in with that new user.
This feature is very useful for restaurants where it is necessary to identify who has done what. With this feature, switching from one user to another is super fast!
To configure this feature, you must have the FastLogin module. For more information, contact our support team.
🔧 How to activate FastLogin
Go to Settings > System > Security.
In the FastLogin section:
Set the Inactivity Period (e.g. 20 seconds).
Set the Minimum PIN Length (e.g. 3 characters).
👤 How to assign a PIN to a user
Go to Settings > System > Users.
Click on the user you want to assign the PIN to.
In the PIN field:
Place the mouse and scan the user's access card.
⚠️ Important: Two users are not allowed to have the same PIN.
🕒 Optional: Customise the FastLogin time per user
You can set a specific FastLogin Period for each user.
This time takes priority over the general settings.
Ideal for adjusting times according to department (e.g. reception vs restaurant).
Architecture of a calendar
A club may configure:
- One or more calendars. - Within a calendar, one or more date ranges. - Within a date range, one or more time ranges.
In this flexible way you can create:
- A calendar for working hours and holidays. - A calendar for high and low seasons. - A work calendar for a teacher. - An opening calendar for the tennis facility, for example. - And many more. more combinations.
How to create a calendar
Click on Main Menu / Settings / Calendars . You will access the list of calendars
Click New
Write the Name for this calendar. For example, high season, low season, facility schedule, Pro 1 schedule, weekdays, tennis calendar, etc.
Click Save . You will see at the bottom a new Calendar Days section
In the Calendar Days section click New
Choose the start and end date for this calendar. You can add more dates when saving
Select the Days of the week for this calendar
Click Save . You will see at the bottom a new Calendar Hours section
In the Calendar Hours section click New
Choose the start and end time for these dates on this calendar. You can add more hours when saving
Your calendar will now have been created.
How to edit a calendar
Click on Main Menu / Settings / Calendars . You will access the list of calendars
Click on the Reference of the calendar you want to edit. The details of that calendar will open
If you want to edit the calendar name (if not, skip this step):
Click Edit
Change the Name
Click Save
Click on the Reference of the date range you want to edit. The details of that chosen range of days will open.
If you want to edit the days of the chosen range (if not, skip this step):
Click Edit
Change the days
Click Save
Click on the Reference of the time range you want to edit. The details of that chosen range of hours will open.
If you want to edit the hours of the chosen range (if not, skip this step):
Click Edit
Change the Hours
Click Save
With these steps you have been able to change any data of the 3 levels that make up a calendar.
How to delete a calendar
Click on Main Menu / Settings / Calendars . You will access the list of calendars
Click on the Reference of the calendar you want to edit. The details of that calendar will open
Click on “More actions”
Click on “Move to Trash”. You'll see a confirmation message and a Recycle Bin label in the header of the page
Users
Section: Configuration menu > System > Users
A system user is a person who is going to work from the administration part of V3 Manager. While a client is the person who will operate V3 manager from the client area.
Each user will have a permission or role that will allow access to certain pages and certain actions.
Who needs access?
The reception employee.
The accounting clerk.
Any other employee who needs access to the booking diary, invoicing, etc. E.g. marketing, waiters, etc.
The manager.
The teacher, even if they only have access to the teacher app.
A third party program that wants to connect via API.
Detail of a user
From the list of users, by selecting a reference from this list you will be able to view the following fields:
Edit. Select this button to edit this user.
New user. Select this button to create a new user.
Actions:
Generate API key. Click this button to have the system generate a new API key for that user. Remember that API keys are needed to connect V3 Manager with other systems.
Send login email. Once the user has been created, click here to send them an email with instructions on how to access V3 Manager. Basically they will have to choose a password and they will be redirected to the administration part.
Set password. In this popup you will be able to set a new password for that user. It must be at least one letter, one number and at least 8 characters long.
View history
Copy
Delete
General Section
User photo
User name
User's email address. It is important that it is a valid email as it is the way to enter the application and sometimes you will need to reset the password, hence the importance of it being real.
Profile. Select an option from the drop-down menu or create a new one:
Administrator
Basic
Teacher
Other
Company. Select an option from the drop-down menu.
Home Page. Here you can select which home page this user will see when logging into v3 manager. Useful to give the manager direct access to the Dashboard. Select from the dropdown an option or create a new one:
App Market
Customers
Fees
Dashboard
Invoices
Occupation
POS
User telephone
Disabled. Activate this option if you want the user to no longer be able to operate in V3 Manager.
Links to relations. This option is recommended for expert users of the program. What this functionality will do is to convert certain data in listings into shortcuts. For example, in the sales list, we will see that one of the fields is the product that we have sold. This product will appear in blue and it means that if we click on it we will go to the configuration page of that product. That is why this is dangerous, because it is easy to change the system configuration with this option enabled.
Root. Golfmanager users.
Login Failures. Indicates the number of failed attempts to enter email and password to access the system. If the account has been locked, you can reset this counter to zero.
Login. Optionally you can add a seat for this user.
POS. Select the POS if you want that when the user logs in, it appears automatically to operate in it.
API code v1. Api code V1 (filled in by Golfmanager users).
Pin. Allows the user to quickly identify himself using a code or access card. To assign it, place the mouse in the PIN field and scan the access card or enter a code manually.
⚠️ Note: No two users can have the same PIN for security reasons.
Fastlogin period. Sets the inactivity time (in seconds) after which the PIN will be requested again. This value overwrites the general system configuration.
ApiKey. Password that this user will need, in case of integrators, to connect V3 to other external systems.
Access section
This section shows a history of access attempts made by the user, allowing to verify activity and detect possible problems or unauthorised access. Each record in the list includes the following fields:
Reference: Unique identifier of the access attempt.
Date: Day and time of the attempt.
IP address: IP from which the access was made.
Redirected IP: Final public IP if there was redirection or use of proxy.
Result: Status of the login attempt (e.g. ✅ Success or ❌ Incorrect password).
Browser: Information on the browser or device used.
Select the 3 dots in the list to see more fields in this list.
Password Resets Section
This section displays the password reset attempts made by the user when trying to access the system. When a password reset is successful:
The user's password is updated.
All open sessions on any device or browser are closed for security.
Each record in the list includes the following fields:
Reference: Identifier of the reset attempt.
Success: Indicates whether the reset was successful (Yes) or failed (No).
Creation date: Date and time when the reset was requested.
Select the 3 dots in the list to see more fields in this list.
Users page. Special buttons
Generate API key . Click here to have the system generate a new API key for that user. Remember that API keys are necessary to connect V3 Manager with other systems
Send access email . Once the user is created, click here to send them an email with instructions for accessing V3 Manager. Basically they will have to choose a password and they will be redirected to the administration part
How to register a new user
Access the list of users in Main Menu / Settings / Users
Click New
Fill in the data:
Name (required)
Email (required). This will be the way to identify yourself when logging in to the administration part
Profile to assign the permissions you will have throughout the administration part
Home page (optional)
Telephone (optional)
Company (optional)
Click Save
Click on Send access email to receive an email for the next steps. A confirmation window will open
Click OK . The system will send the email to the user
The user must open the email and click Access . V3 Manager will open for you to enter your password
The user must enter their password to access V3 Manager
Click Update Password . The system will redirect the user directly to the V3 Manager administrator home page
We recommend (optional) that the user saves the link in the favorites bar
Profiles
Introduction
A profile is a series of permissions for system users. You can create as many profiles as you need. Here are some examples:
Basic . It is created by default when you register the application and can be useful for a standard reception.
Administrator . It is created by default when you register the application and can be useful for the person in the club in charge of maintaining the V3 Manager configuration for the club.
Accounting . You could create this profile so that it has special permissions and can touch tickets, payments from the past, etc.
Golf coach . It is created automatically when you download the Academy app. This profile is useful to give you access only to your agenda.
Address . You could create this profile so that it only sees reports without the risk of accidentally modifying something.
Integrator . Depending on which tool you want to integrate, you can give it access to certain modules. Ex. Invoices for an accounting program.
How to create a profile
General Section
Go to Settings Menu > System > Profiles. You will see a list of predefined profiles.
Click on New.
Name your profile. Example: Golf Reception.
Optionally add a Description to make the definition of this profile clearer.
Optionally assign an IP Range so that this profile can only access the system from specific locations. That is, if you don't want the receptionist to be able to log into the system from home, you can limit it to club IPs. Example: 192.168.1.1.1 for a single IP or 192.168.1.10 - 192.168.1.20 for a range.
Choose a Home Page for this profile. If you choose Occupation for example, the user, every time he logs in, the first page he will see will be Occupation. Note: There are 3 different levels to assign a home page to (1) at the global system level (2) from the profile and (3) for each user.
Enable Read Only if you want this profile to be able to log in to the system but not create, modify or delete anything.
Enable the Permissions in the next Section.
Permissions
Prior definitions
Administrator , user who can access and modify the configuration of a module .
User , user who is going to use a program module, but who does not access its configuration .
Configuration means being able to create, modify or delete some configuration record: a product, a tax, etc.
Prior notes
In this list of permissions you will surely see more options than in your application and that is because you have not contracted certain modules. That is, if you do not have the Dashboard module contracted, these permissions do not have to appear in your application. In this list we are going to explain each and every one of the system permissions, assuming that you have all the modules contracted.
Administrator permission
Customer Administrator. You can configure values of the Customers module such as ‘Customer labels’.
CRM Administrator.
Quotas Administrator. You can configure values of the Quotas module: types, beneficiaries, receipts, etc.
Ecommerce Administrator. Administrator permission for Ecommerce
School Administrator. Administrator permission for School
Reports administrator. Administrator permission for Reports
Booking Administrator. You can configure values of the Reservations module: reservation types, resources, schedules, etc.
Restaurant Administrator. Administrator permission for restaurant
Membership Shares Administrator.
Forms Administrator.
System administrator. You can configure general system settings
Invoicing Administrator. You can configure values of the Invoicing module: products, taxes, families, etc.
Reports Administrator.
Reservations Administrator. You can configure values of the Reservations module: reservation types, resources, schedules, etc.
Stock Administrator. Only users with the Stock Administrator permission can:
Send orders: Manage and process order shipments.
Print labels: Generate and print labels for products in stock.
Edit orders: Modify the details of existing orders.
Manage suppliers: Access and manage supplier information.
If a user without the stock administrator permission attempts to perform any of the above actions, the system will display a message indicating that they do not have the necessary permissions to complete the action.
Simec Administrator. You can configure values of the Simec module: IPs, machines, etc.
Online Shop Administrator. You can configure values of the Online Shop module
POS Administrator. You can configure values of the POS module: buttons, new POSs, etc.
Delete Permissions
Deleting some records can be a problem and that is why you can set up profiles so that only they, who know what they are doing, can do it.
Delete Invoices. You can delete invoices. To do this you need the other permission Manual Invoices.
Delete past invoices. Allows the user to delete invoices from past dates.
Other permissions
Close a table with collection lines. This permission allows the table to be closed even if there are lines pending collection.
Activated: the user can close a table even if there are sales pending payment.
Disabled: the user will not be able to close the table if there are uncollected lines. The system will prevent this by displaying a warning message.
Developer . Only available with the V3 Studio module downloaded. Gives you access to developer tools to create custom extensions and resources e.g.
Manual invoices . Activate the New button from the invoice list to be able to generate an invoice manually. Very useful for accounting departments that only want to operate from a single site or listing without going through the POS
Install modules . Allows the user to install or uninstall modules from the App Market
Modify past sales . Allows the user to create, delete or modify sales past today. Having this option activated is dangerous since past reports will be modified. Therefore, activate this option only on those profiles that know what they are doing
Teacher . Only available with the Teacher module downloaded. With the option activated, the Teacher element will be added to the reservation menu, which will give you access to the class app
Reset invoices to draft . This permission allows you to edit an invoice that has already been issued. Due to its sensitivity, it is highly recommended that this permission be active on those profiles that know exactly what they are doing as it will affect reporting and taxation. This permission will enable a Reset to Draft button in the invoice detail to convert the invoice from read-only to edit mode. Make the changes you consider and confirm again
Display sensitive cash closing data. ‘Blind Closing’. This deactivated permission is intended to restrict access to sensitive information related to cash closing and movements, where it is desired to prevent certain users from knowing:
The differences between what is expected and what is counted in cash.
The history of cash movements.
User permissions
BulkMail user. User permission for BulkMail.
Customer User. Can access the list of customers, as well as create, modify or delete them.
CRM user. User permission for CRM.
User Quotas. User permission for quotas.
Ecommerce user. User permission for Ecommerce.
School user. User permission for School.
User Notes of the day. Can access Notes of the day, as well as create, modify or delete.
Redsys User. User permission for Redsys.
Reports user. User permission for Reports.
User Reservations. Can access the reservation occupation, the list of clients, as well as create, modify or delete in the future.
Restaurant User. User permission for restaurant.
SEPA user. Can access the list of direct debits, as well as create, modify or delete direct debits.
System user. User permission for the system.
Stock user. User permission for stock.
Stripe user. User permission for Stripe.
POS user. Can access the POS and operate it.
Online shop user. Can access and operate the online shop.
Forms User. User permission for forms.
Machine User. User permission for machines.
User for membership shares. User permission for membership shares.
Billing user. Can access the billing lists, as well as create new records in them.
Translations user. User permission for translations.
AppMarket
Section: Configuration menu > System > App Market
The V3 App Market is a shop where you can subscribe or unsubscribe to modules that will help you in the operation of your club: bookings, invoicing, etc.
The user, with the appropriate permissions, will be able to install and uninstall the modules themselves. Please note that the cost of your V3 Manager can be automatically upgraded (upgrade) or downgraded (downgrade) every period.
This way you will be able to use only the modules you are interested in and get an application that really suits your needs.
Previous notes
Search engine
You can easily search for the desired module using our search engine, or scroll manually if you prefer.
Dependencies
A dependency is that an application, in order to work, needs other modules to be activated.
Modules
APIs v1.
Move v1 apis used by TOs to v3.
Partner actions.
Actions management.
Dependencies: Customers.
Warehouse.
Warehouse and suppliers management.
Dependencies: Barcodes, POS.
Sign up.
Sign up for activities.
Units: Reservations.
Audit.
User activity
Court Automation
Automation of courts.
Dependencies: Reservations.
Documentation.
Help.
Blog.
Vouchers,
Vouchers in instalments.
Automatically allocate bonuses in instalments
Bulk Mail.
Sending bulk mailings.
Global search engine
Search engine in the top bar.
CRM.
Dependencies: Customer
POS.
POS management (opening, closing, cash count, etc...).
Dependencies: POS
Custom fields.
Create custom fields
Cardnet.
Payment gateway
Buggy signs.
Chat
Whatsapp style chat and groups.
Checkoutpay.
Customer.
Booking Unit, CRM, DNI/CIF Spain, Invoicing, Teachers, Partner actions.
Globalpayments Merchant.
Dependencies: POS.
Comments.
Add comments on customers
Contracts.
Generates contracts based on templates
Dashboards.
Memberships
Subscriptions and recurring charges.
Customer code
Allows you to insert customer code in the consumer area.
Barcodes
Printing of barcode labels
POS unit, Warehouse.
DNI/CIF Spain
Validates the DNI/CIF field in the customer file.
Dependencies: Customers.
Demo Pay
Test payment gateway.
Deposits
Voucher purse as payment method.
Developer.
For developers and expert users: Allows customisation and extension of v3.
Product division.
Allows products to be divided into sub-products
EasyCard.
EasyCard payment gateway.
Ecommerce. Allows you to sell online shop products, generating orders with shipping costs. All this module is connected to the club's stock and invoicing.
School.
Automatic extras
Allows you to configure automatic extras for bookings.
Extras for participants.
Allows you to add extras to the participants of a booking.
Invoicing
Invoicing management
Dependencies: Clients.
Invoices.
Colombian taxation.
Fastlogin.
Spanish Golf Federation.
Handicap consultation to the RFEG.
Birthday greetings.
Automatically send a birthday greeting email.
Mexican Taxation.
Dependencies: Invoicing.
Fluterwave.
Payment gateway.
Forms.
GM app.
Expenses.
Cancellation management.
Allows to require a reason for cancellations and to approve or reject them by the administrator.
Support management.
Support ticket management system.
GetSelect.
Integration with GetSelect APIS for ball machine.
Dependencies: Reservations, Customers.
Golf.
Golf Course Management.
Dependencies: Reservations, Golf.
Golf Genius.
Integration with the tournament management software GolfGenius.
Dependencies: Reservations.
Google Analytics.
Integration with Google Analytics for the customer area.
Dependencies: Customer area.
Google Tag Manager.
Integration with Google Tag Manager for the customer area.
Dependencies: Customer zone
Customer groups
Allows you to manage groups of clients to assign to reservations.
Hacienda Dominican Republic.
Dependencies: Invoicing, Clients.
Portuguese Tax Office.
Dependencies: Invoicing, Barcodes.
Host.
Integration with Host
Hotel.
Adds some extra functionalities to the system for the day to day running of a hotel. Currently only the ‘room cleaning’ functionality is available. This functionality will allow the hotel to mark which rooms are clean or dirty. What this module does is to add a column to your Resources (rooms) table called Is ready. The value of this field can be yes or no. What the system will do is look at the bookings for those rooms, mark them as dirty, and paint the colour of that status next to the room number in the booking occupancy, with Red = dirty, and Green = clean.
Dependencies: Reservations.
Hotel: Hotel tags.
Allows you to assign customer tags during the stay in the hotel.Dependencies: Customer area.
IDEAL (Stripe).
IDEAL payment gateway (Stripe).
Partner information.
Allows to publish documentation for partners in the consumer zone.
Dependencies: Customer zone.
PHC Report
PHC report export. Dependencies: Invoicing Portuguese Inland Revenue.
Primavera report.
Portuguese tax authorities.
Extended cashbox report.
POS extended collection report.
Police report.
Units: Reserves.
Reports.
GM reporting unit.
GM reports.
Units: Reports
Ingredients
This ingredient and recipe management module allows you to add ingredients to products, define units of measure and configure purchase formats, facilitating stock control and recipe preparation.
Integration with opera.
It integrates the functionality to make room charges through Opera.
Dependencies: Invoicing, POS.
Intercom.
Kanban
Federal Licence.
Payment link.
Allows direct online payment of invoices (sending payment links).
Dependencies: Customer area, Online shop.
Family members
Establish family members. Customer.
Migration from v1.
This tool will help you to import the data of a tenant from V1 to V3.
Steps to migrate the information
From the v1 tenant: Settings menu > General Settings > App Center > search and download the API V2 plugin.
From the v3 tenant: Main Menu > Configuration > App Market > search and download the Migration from v1 module.
Put in the Tenant V1 field the URL of the tenant of V1 to migrate. Example: https://demo.golfmanager.app
Select on each button to import the information.
Multicurrency.
Invoicing
Multipack.
Sale of booking packages.
Ball machines
APIS for integration with ball machines.
Dependencies: Vouchers.
API documentation.
General documentation.
NAVISION.
Microsoft NAVISION integration.
Documentation.
NMI.
Documentation.
Notes of the day.
Show notes of the day in the top bar.
System notifications.
Display a notifications icon.
Push notifications.
OAuth 2.0.
Google login.
Onboarding.
Oracle.
Oracle integration.
Documentation.
PC Kasse.
Integration with PC Kasse
School planning.
Pos QR.
Dynamic pricing.
Subfamily budgets.
Allows to manage and assign monthly budgets to different subfamilies.
Panama Invoice Processor
Promo codes.
Promotions.
Allows you to establish offers and discounts.
Tips.
Web pages.
QuickBooks.
Redsys.
Redsys Payment Gateway.
Invoice rules.
Relationships.
Relationships between clients
Dependencies: Customers
Bookings.
Reservation management.
Dependencies: Clients.
Agency, Apúntate, Golf, Restaurant
Online reservations for members.
Restaurant.
Units: Reservations, POS.
SEPA.
SEPA Direct Debit.
Sage
Sage Murano 200
This module includes the integration of export to excel with Sage Murano 200.
Security Control.
Simec.
Integration with SIMEC ball machines.
Dependencies: Bonds.
API documentation.
General documentation.
SimecScanner.
System.
System functions.
System dependency, Customers, Customer zone, Bookings, Agencies, Sign up, Barcodes, POS, Warehouse, Vouchers, Global search, CRM, Fees, Spanish ID/CIF, Automatic extras, Invoicing, Manual invoices, Birthday greetings, Golf, Reports, Intercom, Notes of the day, Notes, Online shop, Direct payment, Teachers, Dynamic pricing, Restaurant, Translations, SEPA, Demo Pay, Notifications, Dashboards, Deposits, Partner actions, Blog, Hotel: Hotel tags, Partner information, GM Reports, Bulk Mail, Simec, Checkout, Buggy posters, Chat.
SiteMinder.
Integration with SiteMinder.
Dependencies: Reservations.
SmartGolf
Integration
Stripe
Stripe In-person.
POS.
POS and cash register.
Dependencies: Barcodes.
Warehouse, Restaurant, Cash Desk.
Tasks.
Base rates.
Allows you to establish tariffs referenced to a base price.
Ticket Bai.
Online shop.
Internet sales.
Dependencies: Customer area.
Direct payment unit.
Tonder.
Tonder Payment Gateway.
Translations.
Stock variants.
Dependencies: Warehouse.
Sales.
Worldpay
Xero.
Customer zone.
Online shop unit, Direct payment, Hotel: hotel tags, Partner information.
newHotels.
posInSales
Add fields to POS configuration
reCAPTCHA.
Include reCAPTCHA verification in different areas of the application.
Templates
Section: Configuration menu > System > Templates
A template is the tool that allows you to customise how to paint certain information that will be visible to your customer: an invoice, a booking confirmation email, etc.
The system already comes with predefined templates, but they are open to the user to customise them as they wish. This way your customers will be able to receive information from your club with your personal touch.
Note, it is very important that someone who really knows what they are doing touches the system, because the consequences can be serious and give a bad image.
Special buttons
New
Actions:
Export from an Ecxel
Import from Excel
View Trash
Bulk edit
Select an ID
Preview tab
Description
Title. Will be visible to the user when receiving an email or notification.
Name. Type one of these options:
activityCancellation. To email the player that the activity has been cancelled.
activityConfirmation. To email the player that the activity (Sign-up) has been confirmed.
birthday. To congratulate a customer
cancellation. To send a booking cancellation email to the player.
confirmation. To send a booking confirmation email to the player.
consumerConfirm. Customer registration
courseParticipant. Registration...
customerRegistration. Template that the customer receives when creating an online account and having to confirm his email address.
directPay. Available for online payment
documentEmail. For sending invoices by email to the customer
ecommerceConfirmation. Confirmation of new order in the Ecommerce module.
invoiceEmail. To send the invoice to the customer by email
newAccountUser. Template that the user receives when he has been invited to access an application.
privacy. To customise the Privacy page visible in the customer area.
relationshipRequest. Relationship request
reminder. To send an email booking reminder to the player.
resetPassword. Template that the client receives when resetting his password.
setPassword. Template that the user receives when they are going to access the program for the first time and have to assign a password.
signUp. To send the player an email confirmation that they have signed up for an activity (SignUp).
signUpPending. To email the player that the activity (Sign Up) is not confirmed yet
terms. To customise the Terms and Conditions page visible in the customer area
Type. Select an option from the drop-down menu:
Email
Page. E.g. legal terms or privacy page
Document
Format. Select an option from the drop-down menu:
Text
HTML
Markdown
Language. Enter the language in which you want the template to be sent (e.g. ‘Spanish’, ‘English’, ‘French’). The system will automatically select the template corresponding to the language configured for the customer. For example, if a customer has ‘English’ configured as the language, they will receive the template in English if it exists. Note: At the moment, you must type the language manually, but in future updates a drop-down menu will be added to facilitate this action.
Content of your template and what your customer will receive or see.
How to set up templates for sending by language
It is possible to set up the automatic sending of personalised emails based on the customer's language. This example describes the process for setting up booking confirmation templates by language, but it can be extrapolated to other types of templates such as sending invoices by email.
In order for the system to work correctly with multiple languages, it is necessary to follow this structure:
Generic template (no language assigned) 2.
Name: unique internal name (e.g. confirmationbooking)
Language: leave this field empty
This template is assigned to the Area and/or Type of booking as the main reference.
Its content must be in the default language of the system.
Templates per language
Copies of the generic template are created, one for each desired language.
In each copy:
The content of the message is translated into the corresponding language. Only the text added in the html to be translated into the desired language is modified. The rest of the code is not modified.
Name: The Name field must be exactly the same as the generic template (this is key for the system to relate them).
Language: The ISO language code is assigned. To consult the ISO codes select this link
How the system works
When the system needs to send a template (for example, a booking confirmation), it follows this logic:
It searches by name for the template assigned to the area or type of booking.
If there are versions of that template with an assigned language:
It searches for a version that matches the language configured in:
The customer profile, or
The navigation language on the website (in online bookings).
If there is a language match, the translated version is sent.
If there is no version in the requested language:
The generic template (without language) is sent.
Template Keys
These templates can contain the text you want but also “import” information automatically. For example, in an email template in which we want to send the invoice to the client, we can attach the invoice number to the template . These “imports” of data into the templates must be done in a certain way and to do this you must know the code of that data and put it in braces {{ }}. Ex . {{number}}.
Reservations Email Templates
· Locator : {{reference}}
· Date : {{date}}
· Time : {{time}}
· Price : {{price}}
· Hint : {{resource} }
Invoice Email Templates
· Invoice number : {{number}}
· Date of issue :
o {{date.format(“d”)}}. The result would be 08-03-2023
o {{date.format(“D”)}}. The result would be Thursday, August 3, 2023
· Client : {{name} }
Templates with Links
· Links : {{ url }}
Keybind shortcuts
Section: Settings Menu > System > Keyboard Shortcuts
In v3 Manager you can customize keyboard shortcuts to work faster and thus improve your productivity. All actions (create new, edit, etc.) can be done with the mouse, but a shortcut can be very useful. Who doesn't know CTRL+C in Excel to copy a cell? If you know it, you will understand how useful it can be to have this same thing in v3 Manager.
How to change keybinds
Select the action you want to edit in the row. A popup will open.
Press the Key Combination you want. CTRL and then C. The system will have saved the new combination.
NOTE. These changes will affect all users, so it must be taken into account whether a user uses Windows or Mac, as the combination is not the same depending on the operating system.
Actions
Toggle language. It allows you to change from English to Spanish.
Advance. You may have noticed that in certain Lists or Detail Pages we have arrows that allow us to go to the next record (when we are on the detail page) or go to the next page of the list (in case we are viewing a list with many records). . This shortcut allows you to go to the next record or the next page without having to click the icon:
Copy. On certain Detail Pages you will find the Copy button inside the More Actions button. This shortcut allows you to copy that record without the need to click the button.
Edit. Same case as the previous point, but in this case with the edit button. Create your shortcut and you can use it as an alternative to the button visible on the screen.
Manage Listings. V3 Manager is full of lists and all of them can be customized with your own filters and then saved and accessed quickly. You can click the star icon, or create your own keyboard shortcut.
Keep. Same case as the previous points of Copy and Edit. Create your keyboard shortcut to save your changes without needing to click the save button.
Save and New. Same case as the previous points. Create your keyboard shortcut to save your changes and open a blank record to create a new one without needing to click the save and new button.
Save and return. Same case as the previous points. Create your keyboard shortcut to save your changes and return to the previous screen without needing to click the save and new button.
Go to App Market. Create this shortcut to access the App Market quickly without having to navigate through the app menu.
Go to Keyboard Shortcuts. Create this shortcut to access Keyboard Shortcuts quickly without having to navigate through the application menu.
Go to Occupation. Create this shortcut to access Reservation Occupancy quickly without having to navigate through the application menu.
Go to the POS. Create this shortcut to access the POS quickly without having to navigate through the application menu.
New. Create a keyboard shortcut so that from a list or detail page you can open a blank screen and generate a new record: customer, product, etc. just as the system would act if you clicked on the New button.
Select language. It allows you to choose which language you want to select between Català, English, Español, Francais, Galego, Dutch, Portugues, Turkish.
Return. Create a keyboard shortcut to return to the previous page just as the system would act if you clicked the Back button.
Back to list. Create a keyboard shortcut to return to the previous list.
Home pages
Introduction
In V3 Manager you can choose that a user, upon entering the administration part, lands in a certain module. For example, you may be interested in:
- the reception seeing the reservation occupancy when entering,
- the manager going to the dashboards ,
- or the teacher seeing their class agenda .
With this tool you can create your own home page and then go to that user's profile and indicate which will be the first page they see as soon as they enter the V3 administration part.
Home pages
· Name for this home page. This name will be visible when you go to the user's page and want to assign a home page.
· URL of the page the user is going to land on. Note , look at the examples that already exist, you have to add an extra /.
· Module to which this URL from the previous point belongs. e.g. bookings, tasks… Looking at existing examples can help.
· Consumer . Activate this option if the home page belongs to the client zone. Do not activate it if the page is part of the administration zone. Look at the examples tea can help .
· Priority . Order in which these home pages will appear in the drop-down menu on the user's page when you want to assign them a special page.
Countries
Countries are used when adding or editing an address in a customer record. When you choose the Country field, a drop-down menu will appear with all the countries in this list, so it will not be an open field. You can add a new country from the same customer record, or you can choose to import directly to this list with the export/import tools.
Regions
Regions are used when adding or editing an address in a customer record. When you choose the Region field, a drop-down menu will appear with all the regions in this list, so it will not be an open field. You can add a new region from the customer record itself, or you can choose to import directly to this list using the export/import tools.
Menu
Section: Main Menu > Settings > Menu
Special buttons
New
Actions:
Generate default menu
Export to Excel
Import from Excel
See the trash
Bulk editing
Select an ID
Text
URL
Permission
Father
Priority
Root
Icon
Frequently Asked Questions
ISO language codes
The following is the list of languages in alphabetical order according to the ISO 639-1 standard
aa Afar,
ab Abkhazian (or Abkhazian),
ae Avestic,
Afrikaans,
ak Ak Akanese,
am Amharic,
an Aragonese,
ar Arabic,
as asamese,
av avar (or avaro),
ay Aymara,
az Azeri,
ba Bashkir,
be Belarusian,
bg Bulgarian,
bh bhoyapuri,
bi bislama,
bm bambara,
bn Bengali,
bo Tibetan,
br Breton,
bs Bosnian,
ca Catalan,
ce Chechen,
chamorro,
co Corsican,
cr cree,
cs Czech,
cu Old Church Slavonic,
cv Chuvash,
cy Welsh,
da Danish,
de German,
dv Maldivian (or Dhivehi),
dz dzongkha,
ee ewé,
Greek (modern),
English,
eo Esperanto,
is Spanish (or Castilian),
et Estonian,
eu Basque,
fa Persian,
ff fula,
fi Finnish (or Finnish),
fj Fijian (or Fijian),
fo Faroese,
fr French,
fy Frisian (or Frisian),
ga Irish (or Gaelic),
gd Scottish Gaelic,
gl Galician,
gn Guarani,
gu Gu Gujarati (or Gujarati),
gv Manx (Manx or Isle of Man Gaelic),
ha hausa,
he Hebrew,
hi Hindi (or Hindi),
ho hiri motu,
hr Croatian,
ht Haitian,
hu Hungarian,
hy Armenian,
hz Herero,
ia interlingua,
id Indonesian,
ie Western,
igbo,
ii yi from Sichuan,
ik iñupiaq,
io ido,
is Icelandic,
it Italian,
iu inuktitut (or Inuit),
ja Japanese,
jv Javanese,
ka Georgian,
kg kongo (or kikongo),
ki kikuyu,
kj kuanyama,
kk Kazakh (or Kazakh),
kl Greenlandic (or Kalaallisut),
km Cambodian (or Khmer),
kn Canarese,
ko Korean,
kr Kanuri,
ks Kashmiri (or Kashmiri),
ku Kurdish,
kv komi,
kw Cornish,
ky Kyrgyz,
la Latin,
lb Luxembourgish,
lg Luganda,
li Limburgish,
ln Lingala,
lo lao,
lt Lithuanian,
lu luba-katanga (or chiluba),
lv Latvian,
mg Malagasy (or Malagasy),
mh Marshallese,
mi Maori,
mk Macedonian,
ml Malayalam,
mn Mongolian,
mr Marathi,
ms Malayalam,
mt Maltese,
my Burmese,
na Nauruan,
nb Norwegian bokmål,
nd Northern Ndebele,
ne Nepali,
ng ndonga,
nl Dutch (or Dutch),
nn nynorsk,
non-Norwegian,
nr Southern Ndebele,
nv Navajo,
ny Chichewa,
Occitan,
oj ojibwa,
om Oromo,
or oriya,
os osetic (or osetio, or oseta),
pa panjabi (or penyabi),
pi pali,
pl Polish,
ps Pashto (or Pashto, or Pashto),
pt Portuguese,
qc Quechua,
rm Romansh,
rn Kirundi,
ro Romanian,
ru Russian,
rw Rwandan (or Kiñaruanda),
sa Sanskrit,
sc Sardinian,
sd Sindhi,
se North Sámi,
sg Sango,
si Sinhalese,
sk Slovak,
sl Slovenian,
sm Samoan,
sn Shona,
so Somali,
sq Albanian,
sr Serbian,
ss Swazi (or Swati, or siSwati),
st sesotho,
su Sundanese (or Sundanese),
sv Swedish,
sw Swahili,
ta Tamil,
te Telugu,
tg Tajik,
th Thai,
ti Tigrinya,
tk Turkmen,
tl Tagalog,
tn Setswana,
to Tongan,
tr Turkish,
ts tsonga,
tt Tatar,
tw twi,
ty Tahitian,
ug Uyghur,
uk Ukrainian,
ur Urdu,
uz Uzbek,
ve venda,
vi Vietnamese,
vo volapük,
wa walloon,
wo wolof,
xh xhosa,
yi Yiddish (or Yiddish, or Yiddish),
yo yoruba,
za chuan (or chuang, or zhuang),
zh Chinese,
zu Zulu,
Passwords
Section: Configuration menu > System > Security
In Golfmanager you can make the passwords of clients, teachers and system users more secure.
Configuration
All default passwords must have 8 characters, a number, a letter and a symbol. Optionally you can configure the following options:
Go to Configuration Menu > Systems > Security or from the url: https://eu.golfmanager.com/nombredelclub/settings/security
Optionally you can choose for User passwords, a minimum password length (e.g. ‘10’ characters). It will require you to enter a password of at least 10 characters.
Optionally you can choose for User passwords, a Password expiry (e.g. ‘6 months’). The user will be able to keep the same password for 6 months and will be logged out after 6 months if necessary.
Notes:
When entering a password it cannot be the same as the email.
You cannot repeat the previous password if you have activated the password expiration (if you enter it manually, this field is not validated).
When resetting the password, you will not be notified if
Recover a user's password to access Golfmanager
If you are a User of the system and you don't remember your password you can always reset it and set a new one from the login URL: https://eu.golfmanager.com/nombredelclub/login
Select Forgot your password?
Enter your email address to reset password
Select Send code
You will receive an email with the steps to confirm and enter the new password.
From administration it is also possible from a user with permissions to access the list of users.
Select the reference of the user you wish to reset the password for.
Select Actions
Select Send login email to send them an email with instructions on how to access V3 Manager. Basically they will have to choose a password and they will be redirected to the administration area.
This will be possible as long as the user email is real. It is always recommended to use a real email address as user, especially for these cases. Otherwise you will have to ask another user to modify or add a password (if they have permission) from:
Access the Configuration Menu > System > Users.
Select the User Reference.
Select Actions.
Select Set Password to set a new password for that user. It must be at least one letter, one number, and at least 8 characters long.
Set up your email account for Gmail
Go to Google Account: https://myaccount.google.com/u/3
Go to Security > Unsecured Application Access
Enable Insecure Application Access
In Golfmanager use SMTP Server: smtp.gmail.com and port 587
You need to generate an Application Password, which is a special, secure password that allows applications like GolfManager to send emails on your behalf, especially if you have two-step verification enabled.
Here are the steps:
✅ Step 1: Enable two-step verification.
Before you can create an app password, you must enable two-step verification on your Google Account.
Go to the Security page of your Google Account.
Scroll down to the ‘Sign in to Google’ section.
Click on ‘2-Step Verification’ and follow the instructions to activate it.
✅Step 2: Generate an application password
Go to the App Passwords page.
Log in if prompted.
Under ‘Select application’, select ‘Mail’.
Under ‘Select Device’, select ‘Other (custom name)’ and enter ‘GolfManager’.
Click Generate.
Google will display a 16-character password.
Copy it (without spaces).
✅Step 3: Using the application password in GolfManager
Open GolfManager.
Go to Settings > Email Settings > SMTP Settings.
Replace your usual Gmail password with the application password you just generated.
Save your changes and try sending a test email.
🔍Additional checks (optional)
Make sure SMTP authentication is enabled.
Verify that you are using the correct server and port: Gmail: smtp.gmail.com - Port 587 (TLS) or 465 (SSL).
Once you complete these steps, the system should be able to send emails correctly from GolfManager without displaying error 535.