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 to a new season, there are some best practices that you can implement to help you run the season more smoothly.
In this article, we will discuss these best practices in detail.
Review Managers:
When preparing for an upcoming season, your new staff members will need to be added as managers, and departing staff members will need to be deactivated or administrative permissions adjusted.
Add Managers: To add new staff members as Customer Managers, go to Club Details > Managers > New Manager. For complete details on adding a Customer Manager, Click Here.
Remove Managers: To remove any Customer Managers, go to Club Details > Managers. For complete details on removing Customer Managers, Click Here.
Manager Permissions: Ability to restrict access of Non-Admin Managers to certain features and functionality of Golf Genius Golf Shop. For complete details on setting manager permissions, Click Here.
Update Members:
You will probably need to update your member list when preparing for an upcoming season. For more details on updating your member list, Click Here. It would also help if you took a moment to look at the custom fields for members to ensure you capture all the information you need. For more details on managing custom fields, Click Here.
Update Vendor List:
Often our vendor list is the least maintained. Most changes tend to sit on a sheet of paper attached to the inside of a cabinet. Take this time to update your member list to ensure everyone has access to the same updated details for your members. For more details about managing your vendor list, Click Here.
Clean-up Special Order Dashboard:
During the frenzy of the golf season, we commonly see the "Delivered" stage of the dashboard 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 up-to-date. For more details, Click Here.
Clean-up Stock Order Dashboard:
During the frenzy of the golf season, we commonly see the "Delivered" stage of the stock order dashboard also cluttered with 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.
Clean-up Demo Orders Dashboard:
If you have existing or past demo orders, you will want to ensure that all demo orders are up to date. This is a good time to finalize any demo orders returned but not marked as finalized. For complete details on finalizing demo orders, Click Here.
Update Demo Inventory:
It is not uncommon at the beginning of the season that you will need to completely replace your past season's demo inventory with a new inventory for your upcoming season. For more details on updating your demo inventory, Click Here. While you are taking the time to replace your demo inventory, label the new demo inventory with barcodes so your staff can utilize the Mobile App to check inventory in and out.
Clean-up Rental Dashboard:
Much like the demo dashboard, the rental dashboard can start to build up with rentals that were not make as returned. Take time to visit the Rental Dashboard and finalize rentals, to ensure they can be used again or track down rentals that haven't been returned. For more details on finalizing rentals, Click Here.
Update Rental Inventory:
It is not uncommon at the beginning of the season that you will need to replace your past season's rental inventory with a new inventory for your upcoming season. For more details on updating your rental inventory, Click Here. While you are taking the time to update your rental inventory, label the new inventory with barcodes so your staff can utilize the Mobile App to check inventory in and out.
Clean-up Club Repair Dashboard:
Much like the special order dashboard, we sometimes miss a step when the golf season gets busy. Take time to visit the Club Repair Dashboard and finalize orders already completed and out the door. Further, 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.
Update Club Repair Technicians:
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 the existing managers as technicians or creating a new one. For more details on managing club repair technicians, Click Here.
Update Grip Inventory:
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.
Clean-up Task Management Dashboard:
Take time to visit the Task Management Dashboard and mark the task as complete, clean up, and remove or create new recurring tasks. Further, you can create new groups of staff so that when you create a new task, everyone can see the assignment. For more details completing tasks, Click Here.
Review and Update Settings:
From season to season, your golf shop needs may change, and this can impact the default settings you use in Golf Genius Golf Shop. The beginning of the season is always a good time to review your current settings to ensure your system aligns with your club's needs. For more details on the available Golf Genius Golf Shop settings, Click Here.
Update Surveys:
If you run any annual surveys, it may be time to close the previous year's survey and start the new season with an updated survey. You can quickly close and clone surveys by going to the Survey Dashboard using the menu on the left-hand side. For more details about managing your surveys, Click Here.
Build your Member Portals:
Member Portals are customizable website that can be shared with your members to view their special orders, create club repairs, answer surveys, and more. For more details on building your Member Portals, Click Here.
Review Analytics Dashboards:
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.