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Reservations II support

Logging In and Managing Security

Logging into the Tee Sheet

  1. On the Windows Desktop, double-click the Tee Sheet icon, or launch the application from your browser. The Login page appears.
  2. Select the Store and Station from their respective drop-down lists.
  3. Enter your User ID in the User box.
  4. Enter your password in the Password The password will be masked for security purposes.
  5. Click Login.
  6. If you do not have management level access (that is, clerk or staff level only), the main Tee Sheet page appears. Proceed with using Tee Sheet functions.
  7. If you have management level access, the Management Menu page appears.
  8. On the Management Menu, click the Tee Sheet with Point of Sale or Tee Sheet option, depending on the agency’s license.
  9. The main Tee Sheet page appears. Proceed with using Tee Sheet functions.
  10. If your agency has integrated Tee Sheet with Point of Sale, an extra step is performed to start or continue a POS drawer instance before continuing to the main Tee Sheet page.
  11. If you currently have an open POS drawer instance, the Continue Drawer page appears. Click the Continue Drawer button to continue to the main Tee Sheet page.
  12. If you have no open POS drawer instance, the Open Drawer page appears. Enter the starting drawer amount in the Drawer Start field, and then click the Open Drawer button to continue to the main Tee Sheet page.

Assigning Security Access

Creating/Modifying User Profiles

  1. Click Security from the Management Menu. The Security Management page appears.
  2. Do one of the following:
    • To create a new User profile, click Add New User.
    • To modify an existing User profile, enter a User Name or User Group and then click Search. To view all Users in the system, leave the User Name and User Group fields blank and then click Select a User Name from the search results.
  3. Fill out or modify the following fields on the Profile tab:
    1. Active: Select the checkbox to make the User profile Active. Deselect to make the User Inactive.
    2. Name: Enter the name of the employee.
    3. Username: Enter the User ID of the employee.
    4. Password: Enter the password required to gain access.
    5. User Group: Select a User Group from the dropdown list. See the following section for more information on User Groups.
  4. Select or deselect the check boxes under the following headings on the Permissions tab:
    1. System: Enables access to system settings and credit card information..
    2. Security and Users: Allows user to add/modify/delete security and user/user group profile information.
    3. Tee Sheet Management: Enables access to Tee Sheet Management functions.
    4. Tee Sheet: Enables access to the Tee Sheet.
    5. Customer: Enables access to the Customer Management database.
    6. Event Management: Enables access to Event functions.
    7. Inventory Management: Enables access to inventory functions.
    8. Quick Items Designer: Enables access to Quick Items Designer.
    9. Point of Sale: Enables access to POS functions.
    10. Reporting: Enables access to select report types.
  5. Select which Course and Stores the user will have access to throughout the GEN application, and which courses stores will be designated as Default. On the Courses/Stores tab:
    1. Click Add Accessible Courses, and then add or remove courses from the list.
    2. Click Add Accessible Stores, and then add or remove stores from the list.
    3. Select or deselect the Default option beside Course/Store names. On the Permissions tab, you can choose to apply permissions to only Default Courses/Stores, or to all accessible Courses/Stores.
  6. Click Save to save the profile, and then click Exit to return to the Management Menu page.

Creating and Modifying User Groups

  1. Click Security from the Management Menu. The Security Management page appears.
  2. Do one of the following:
    • To create a new User Group, click Add New User Group.
    • To modify an existing User Group, enter a User Group Name and then click Search. To view all User Groups in the system, leave the User Group Name field blank and then click Search. Select a User Group Name from the search results.
  3. Fill out or modify the following fields on the Profile tab:
    1. User Group Name: Enter a user group name.
    2. System Administrator: Select to allow users within the group to access and edit/modify all Course and Stores. By default, this is only checked for the Security Administrator user group.
  4. Select or deselect the check boxes on the Permissions tab. When the system is first set up, there are three default User Groups, which have the following selections:
    1. Security Administrator: All permissions are checked.
    2. Manager: All permissions except those under the System section are checked.
    3. Clerk: All permissions except those under the System, Security and Users, Event Management, and Quick Items Designer sections are checked.
  5. Click Save to save the User Group, and then click Exit to return to the Management Menu page.

Deleting Users/User Groups

To delete an existing user or user group:

  1. Search for the user or user group from the user or user group tab.
  2. Select the User Name or User Group Name from the search results list.
  3. Click Delete.
Support categories
Common troubleshooting
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Events
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Online booking
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POS
POS admin
Release notes / infrastructure requirements
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