Note: This feature is only available when using Online Order Forms with Golf Genius TM Event Roster Sync.
If you have created your Online Order Form using the TM Event Roster option, you will have a page where you can view your Golf Genius TM Event Roster, the status of their orders, and the options to send additional communications or edit their orders on their behalf (as shown below).
In this article, we will discuss the available options on the page, the table, and the actions you can take for each player.
Player Order Status Dashboard
To access the Player Order Status Dashboard, navigate to Orders > Special Orders > Online Order Forms > Action (dropdown) > Player Order Status for the form you would like to see the player order status.
On the Player Order Status Dashboard you will have several options:
Sync "Event Name" Roster: Every time you visit this page, the roster is synced. You can also manually sync the roster by clicking this button. If automated invitations are enabled, a manual sync also sends invitations to any players who have not already received one.
Filter Players: You can filter the players using the following options:
Name: Filter by a whole or partial name.
Order Status: Filter by order status (i.e., Ordered, No Order).
Roster Status: Filter by roster status (i.e., On Roster, Deleted).
Remaining Credits/Points: Filter by credit/points status:
Credits/Points remaining: The player has credits or points still available.
No Credits/Points remaining: The player has used all their credits/points.
Amount due: If you selected the options "Items available for purchase" or "Items available with $ credit and also available for purchase," you can see which players have a balance due.
Reset: If you have applied a filter, click "Reset" to remove the filter.
Player Order Status Player List
The player order status page has a complete list of all the players on your event roster. The following information is contained in the list for each player:
Player Name: The player's name as it shows on the event roster.
Email: The player's email address, as synced from the event roster.
Cell Phone: The player's cell phone number, as synced from the event roster.
TM Event Status: Are they currently on the roster or have they been deleted.
Order Status: Has the player placed an order or not.
Order Date and Time: If the player has placed an order, when was it placed. This will include a date and time stamp.
Remaining Credits/Points: If the player could purchase with credit/points, how much do they have remaining.
Item(s) ordered: A list of all the items ordered for the player.
The following actions can be taken for the individual players using the action dropdown:
Those who have not yet ordered:
Send Reminder Email: Send a reminder email to this player, and all players who have previously received an email but have not placed an order. If you wish to send the reminder to the specific player, in the email template, set the send email to option as "Specific Players."
Place Order for Player: You will be taken to the online order, where you will "become" the player and can place an order on the player's behalf.
Those who have ordered:
Edit Order: Selecting this option brings you to the special order dashboard and opens up the special order form for the specific order.
Place Order for Player: You will be taken to the online order, where you will "become" the player and can place/edit/update an order on the player's behalf.
Cancel Order: This will cancel the special order and update the item with strikethrough.