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All Collectionsv3 - Config Manual
V3 - Tools
V3 - Tools
Updated over a week ago

Index

User Zone:

Configuration Zone:

Saved Listings

Section: Main Menu > Tools > Saved Listings

Special buttons

  • New

  • Actions:

    • Export to Excel

    • Import from Excel

    • See the trash

    • Bulk editing

Select an ID

  • Name

  • model

  • Public

  • Owner

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Alerts

Section: Main Menu > Tools > Alerts

The alerts module is a tool designed to notify you when you have automatic tasks (issue quotas, billing tasks) and an error occurs. You will receive a notification in this section indicating the number of errors. In the Audit module, HYPERLINK "https://intercom.help/golfmanager/es/articles/8403784-v3-herramientas" \l "h_09be994b2b"the list of errors appears, in which you have the option of using a filter in case there is a need to search for a specific error.

General Section

  • Updated by

  • Created by

  • Error details . Gives you a brief explanation.

  • Removed

  • Update date

  • Error creation date , shows you the date and time.

  • Alert reference

  • Type of error.

  • Title is a short summary of the error and the module in which it occurred.


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Notifications

Section: Main Menu > Tools > Notifications

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Audit

Section: Main Menu > Tools > Audit

The audit module is a tool designed to monitor and record the activities and changes made within the system, specifically in the reservations, sales and billing modules. Its main purpose is to guarantee the transparency, security and traceability of all actions carried out by users .
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General Section

  • Action reference

  • Date and time when said action occurred

  • User who performed the action

  • Type of action, you have the option to edit, create or delete

  • Model is the module within which the action has occurred. For example, if I change a time reservation, it appears in Reservation / Occupancy

  • Reason is an explanation of why the action was taken. In the previous example of a booking time change, it is because the player cannot attend at the time they had booked.

  • Record ID Each number has a meaning; You have to consult the API documentation depending on whether you are in reservations, sales or billing

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Audit

Section: Main Menu > Tools > Audit

The audit module is a tool designed to monitor and record the activities and changes made within the system, specifically in the reservations, sales and billing modules. Its main purpose is to guarantee the transparency, security and traceability of all actions carried out by users.

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General Section

  • Action reference

  • Date and time when said action occurred

  • User who performed the action

  • Customer field to be able to follow everything a customer has done in addition to users

  • Action type: updated, imported or deleted. If data is updated through an import, it will be recorded in the audit.

  • Model is the module within which the action has occurred. For example, if I change a time reservation, it appears in Reservation / Occupancy

  • Form field that has been modified.

  • Value assigned to the field.

  • Record. Reference of the sale, reservation, client,... modified. This field is linkable, selecting the number in blue will take you to the details of the selected record.

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User login

Section: Main Menu > Tools > User Login

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Customer login

Section: Main Menu > Tools > Customer Login

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Latest emails

Section: Main Menu > Tools > Latest emails

This article will help you understand this list and its functionality. From this list you can consult the entire history of emails sent from the system. You will find the list ordered from most recent to oldest.

This list can be used for:

  • See exactly the email a customer has received

  • See the format of emails we are sending. Ideal to see how the latest changes to a template have turned out

  • In case of a shipping error, it gives you a clue about that error so you can solve it.

To see more details about that shipment:

  • Select the Filter button to look for the desired email

  • Select on the ID of that email

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Background tasks

Section: Main Menu > Tools > Background Tasks

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Scheduled tasks

Section: Main Menu > Tools > Scheduled Tasks

Scheduled Tasks is one of the great advances in this new version. It does not have a section where you can configure anything, but it gives you information on how many times each task has been activated.
This module allows you, as the name says, to automate certain repetitive and manual tasks. Here some examples:

Now available :

  • Reservation reminder . Send an email to each player with a reservation X minutes, hours or days before the reservation.

  • Birthday congratulation . Automatically send an email to the client who has a birthday. It is necessary that you register your client's date of birth, and that they have an email.

  • Cancellations Sign up . Cancel activity proposals that have not reached a minimum number of registrants and notify those registered.

  • Issue receipts to partners, generate those invoices and send them by email.

Soon :

  • Surveys .

  • Reports for management.

  • Etc.

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Contracts

Section: Main Menu > Tools > Contracts

If you want to digitize contracts, you will have to have previously downloaded the Contracts module.

As in any list, you can use the available tools to filter, search, export, import. If we go into the details of a contract you can:

  • Edit

  • New

  • Print

  • Sign . To use the digital signature, we recommend that the device on which the client is going to sign be digital so that they can sign with a digital pen or with a finger.

    • Select the Sign button

    • The client can now sign

    • Select the Sign button

    • You will preview the Document along with the client's signature to Print and/or Download

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Translations

Section: Settings Menu > Tools > Translations

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Contract templates

Section: Settings Menu > Tools > Contract Templates

If you want to digitize contracts, you will have to have previously downloaded the Contracts module from the App Market.

Once downloaded, to create a new template, from the Configuration Menu > Tools > Contract Templates:

  1. Select the New button

  2. Create the contract template

To create a contract template and have some data filled in automatically, we must use the following formats and codes:

Contract templates for a Reservation.

The template will be created by the club in HTML and must include the following keys:

“area”: 100,
“areaName”: “Academy”, “beneficiaryCustomer”: null, “beneficiaryCustomerName”: null, “beneficiaryEmail”: null, “beneficiaryName”: null, “beneficiaryNationality”: null, “beneficiaryNationalityName”: null, “byDays”: false, “cancellation”: null, “categoryName”: “Group Lesson”, “checkin”: false, “checkout”: false,
“closed”: false,
“comments”: null, “confirmationSent”: false ,“createUser”: 17,“createUserName”: “Pablo”,“created”: “2024-04-05T10:29:20-04:00”,“crossing”: false,“customer”: 48,“customerAlias” : null,“customerName”: “Pablo Hernando”,“customerPending”: 0,“deleted”: false,“description”: null,“diners”: null,“dynamicPrice”: null,“dynamicPriceName”: null,“end ”: “2024-04-05T16:00:00-04:00”,“extra”: false,“fkId”: null,“fkModel”: null,“foo”: null,“groupId”: null,“hasParticipants ”: true,“id”: 13677,“link”: null,“mapStatus”: null,“maxCapacity”: 20,“minCapacity”: 5,“multipleBooking”: null,“multipleBookingName”: null,“name”: null,“needInfo”: false,“noShow”: false,“notify”: true,“online”: true,“onlineComments”: null,“origin”: null,“originName”: null,“parent”: null, “parentReference”: null, “participantCount”: 1, “payPerPerson”: true, “pin”: “5535”, “posCart”: null, “price”: 20, “product”: 1013, “productName”: “Clinic Golf", "reference": "DXBLM",
"refunded": false,
"remind": true, "reminderSent": true, "resource": 115, "resourceName": "Tiger Woods", "sale": null, “split”: false, “start”: “2024-04-05T15:00:00-04:00”, “status”: 2, “tag”: null, “timeout”: “2024-04-05T10:36 :20-04:00", "type": 106, "typeAllowPaymentPending": false, "typeHasCrossings": false, "typeIcon": null, "typeIsAgency": false, "typeName": "Golf Clinic", "updateUser" : null,“updateUserName”: null,“updated”: “2024-04-05T14:03:21-04:00”

Contract templates in an Installment.

The template will be created by the club in HTML and the keys to bringing the fee information to the contract are:

  • Odds table fields:

- "type"
- "customer" - "start" - "end" - "price" - "comments" - "publicComments" - "fkModel" - "fkId" - "sale" - "language" - "directDebit"

  • Customer table fields :

- " birthDate ": null,
- " clientCity ": null,
- " clientEmail ": null,
- " clientCountry ": null,
- " clientName ": " Estefi Mayayo ",
- " clientPhone ": null,
- " clientRegion ": null,
- " clientStreet ": null,
- " clientZipCode ": null,
- "comments": null, - "country": null, - " createUser ": 3,
- "created": "2023-08-10T20:50:56-04:00", - "customer": 28, - "deleted": false, - " directDebit ": false,
- "end": null , - " fkId ": null,
- " fkModel ": null,
- "id": 2, - " memberCode ": null,
- "price": null, - " publicComments ": null,
- "sale": null, - "start": "2023-08-10T00:00:00-04:00", - " taxNumber ": null,
- "type": 2, - " updateUser ": null,
- "updated": null,

Related Articles
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V3 - CRM - Clients (User)
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V3 - Golf Genius
V3 - Configuration Menu
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