Season preparation is a critical part of golf shop operations. Whether you are preparing for your first season using this product or transitioning from a prior season, there are several best practices you can implement to help the operation run smoothly.
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In this article, we will discuss these best practices in detail.

When preparing for an upcoming season, new staff members need to be added as managers, and departing staff members should be deactivated or have their permissions adjusted.

You will likely need to update your member list when preparing for the new season. For more details on updating your member list, Click Here. It is also helpful to review your custom fields to ensure you are capturing all the necessary information for your members. For more details on managing custom fields, Click Here.

Often, the vendor list is the least maintained part of the system. Changes frequently sit on a sheet of paper attached to a filing cabinet rather than in the software. Take this time to update your vendor list to ensure everyone has access to the same current details. For more details about managing your vendor list, Click Here.

During the frenzy of the golf season, the "Delivered" stage of the dashboard often becomes cluttered with Special Orders. For more details on finalizing special orders, Click Here.

You can also define your requirements for finalizing an order to keep your dashboard automatically up-to-date. For more details, Click Here.
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Similarly, the "Delivered" stage of the stock order dashboard often collects old Stock Orders. For more details on finalizing stock orders, Click Here.

You can also define your requirements for finalizing an order to keep your dashboard up-to-date. For more details, Click Here.

If you have existing or past demo orders, ensure that they are all up to date. This is a good time to finalize any demo orders that were returned but not marked as finalized in the system. For complete details on finalizing demo orders, Click Here.

It is common at the beginning of the season to replace your past season's demo inventory with new stock. For more details on updating your demo inventory, Click Here.

While replacing your demo inventory, we recommend labeling the new clubs with barcodes so your staff can utilize the Mobile App to check inventory in and out.

Much like the demo dashboard, the rental dashboard can build up with rentals that were not marked as returned. Take time to visit the Rental Dashboard and finalize rentals to ensure the equipment is available for use, or to track down rentals that haven't been returned. For more details on finalizing rentals, Click Here.

You will likely need to replace your past season's rental inventory with new sets for the upcoming season. For more details on updating your rental inventory, Click Here.

While updating your inventory, label the new sets with barcodes so your staff can utilize the Mobile App to check inventory in and out.

We sometimes miss a step when the golf season gets busy. Take time to visit the Club Repair Dashboard and finalize orders that are already completed and out the door. Furthermore, you can define your requirements for finalizing a repair to make it easier to keep your dashboard up-to-date. For more details on finalizing club repairs, Click Here.

Your club repair technicians can be current Golf Shop Managers or non-Golf Shop Managers (e.g., outside staff, interns, etc.). You can define a list of technicians by assigning existing managers or creating new ones. For more details on managing club repair technicians, Click Here.

Keep your grip inventory current so you and your members know what grips are available and you know which grips need to be ordered. For complete details on grip inventory, Click Here.
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Take time to visit the Task Management Dashboard to mark old tasks as complete, remove obsolete items, and create new recurring tasks. You can also create new staff groups so that when a new task is created, everyone sees the assignment. For more details on completing tasks, Click Here.

During the frenzy of the season, the physical Lost and Found storage often becomes a catch-all for clutter. We recommend taking the time to physically clean out these drawers and cabinets to remove old, unclaimed items. This not only declutters the shop but ensures a hygienic workspace by removing perishable or soiled items. Once the physical space is organized, visit the Lost and Found Dashboard to reconcile your inventory. Remove any entries from the system that are no longer in your possession to start the season with a clean slate. For more details on managing the Lost and Found Dashboard, Click Here.

From season to season, your golf shop needs may change, which can impact the default settings you use in Golf Genius Golf Shop. The beginning of the season is the perfect time to review your current settings to ensure the system aligns with your club's needs. For more details on the available Golf Genius Golf Shop settings, Click Here.

If you run annual surveys, it may be time to close the previous year's survey and start the new season with a fresh one. You can quickly close and clone surveys by going to the Survey Dashboard via the left-hand menu. For more details about managing your surveys, Click Here.

Member Portals are customizable websites that can be shared with members to view their special orders, create club repairs, answer surveys, and more. For more details on building your Member Portals, Click Here.

Reviewing the Golf Genius Golf Shop's interactive analytics dashboard provides valuable information and tools to help you improve efficiency in your operation and generate more revenue. For complete details on the available analytics, Click Here.
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