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Reservations II support

Managing Customer-Related Global Settings

Accounts

Create account charge or credit account types to accommodate different account limits and restrictions by store and/or department.

1. On the Management Menu, click Global Settings. The Global Settings page
2. In the Customer section, click Accounts. The Accounts Management page appears in a new window.
3. To edit an existing Account, select one from the Account To create a new Account, click Add New.
4. Select/Deselect the Active If an Account is deactivated.

  • All customers using this Account type will have Inactive as their Account Status in Customer Management.

5. Select a Charge or Credit Account Credit accounts will only accept a positive balance.
6. If you selected a Charge account, set an Account Limit.
7. If you would like to restrict the account to a certain store, select a Store from the dropdown.

  • If you choose, you can also further restrict the account to one of the Store Departments in the Department dropdown menu.

8. To save any changes you made, click Save.
9. Click Exit to return to Global Settings.

NOTE: Accounts associated with Recurring Charges cannot be deactivated.

Days Out

Days out represents the number of days in advance a golfer can book for a golf outing. You can manage how the Days Out options will appear in Customer Types.

1. On the Management  Menu, click Global Settings. The Global Settings page appears.
2. In the Customer section, click Days Out. The Days Out Management page appears in a new window.
3. To edit an existing Days Out record, select a days out record from the Days Out drop-down list.

  • Or, to create a new record, click Add New.

4. In the Release Time section, enter the time in HH:MM AM/PM format.
5. To apply the Release Time to Internet and IVR reservations, select Apply to Internet and IVR.
6. To save any changes you made, click Save.
7. Click Exit to return to Global Settings.

NOTES
Days out settings only affect online reservations; other reservations can be made with no limitations or restrictions.

The release time is the time when tee-times are released to the general public for online bookings.

Customer Types

1. Do one of the following:
2. In the Customer section, click Customer Types. The Customer Types Management page appears.
3. On the Management Menu, click Global  Settings. The Global Settings page appears.

  • To edit an existing customer type, select a customer type in the Customer Type drop-down.
  • To create a new record, click Add New.

4. Fill out the following fields:

Active

  • Select check box to make customer type available in various ‘Customer Type’ drop-down lists throughout the system (for example, Customer Book, Reservation Management).

Customer Type Name

  • Enter name of customer type in text box.

Accounts

  • If there are no Accounts currently associated with the Customer type, an Add Accounts link displays. If there are Accounts associated, the number of Accounts displays (e.g., 1 Accounts, 2 Accounts, etc). Click the link to open the Add Accounts window, and then select the accounts you would like to have available to the Customer Type, as well as which account will be used by default.

Resort Spending Minimum

  • An optional application that calls for a minimum ($) to be spent in business units attached to golf courses (for example, pro shops, restaurants, hotels) as part of membership requirement. Enter the minimum ($) in the box provided. For additional setup details, please contact your ACTIVE Golf consultant.

Adjustment

  • Applies to Food & Beverage interface users  only. Select an adjustment type from the drop-down list.

Loyalty Points

  • Select check boxes to allow customer type to earn and/or redeem loyalty points.

Days Out

  • The number of days in advance a golfer of this customer type can book a tee-time.  Select a number of Days Out from the drop-down list. To create Days Out settings, see the previous section.

Guest Customer Type

  • The customer type of any accompanying guests for a tee-time. Select a Guest Customer Type from the drop- down list.

Restrict Assignment to this Customer Type

  • If selected, only users with the ‘Assign to/from Restricted Customer Types’ secured process will be able to assign this customer type to a customer. You can further specify the restriction to apply to assignments made in either Customer Management or Reservation Management.

Restrict Assignment from this Customer Type

  • If selected, only users with the ‘Assign to/from Restricted Customer Types’ secured process will be able to assign a customer currently of this customer type to a new customer type. You can further specify the restriction to apply to assignments made in either Customer Management or Reservation Management.

Use Expiry Configuration on Global Settings

  • If  selected, customers of this customer type will follow the expiry configuration established in Global Settings (Expiry settings). Please see System Administrator manual for more information. Otherwise, you must enter a Default Expiry date.

Default Expiry

  • Enabled if Use Expiry Date default in Global Settings is unchecked. Set a default expiry date.

Grace Period

  • Enabled if Use Expiry Date default in Global Settings is unchecked. Enter the number of Grace Period days.

Reservation Text Color

  • Choice of color denoting tee time reservations from this customer type on tee-sheet. Select desired color from the drop-down list.

Statement Abbreviation

  • For accounting purposes. Abbreviation appears in the Statement section of Customer Book. Enter desired abbreviation in the box.

Credit Card Required for External Reservations

  • Select check box to require credit cards for IVR/DBE reservations. This option only applies if IVR/DBE configuration is set so that credit card requirements are customer type-based.

5. To save any changes you made, click Save.
6. Click Exit to return to Global

Required Fields

From Global Settings, you can determine which fields are required for Tee- Sheet Reservations and customer record creation in Customer Management.

Setting Required Field for Reservations

1. On the Management Menu, click Global Settings. The Global Settings page appears.
2. In the Customer section, click Required Fields. The Required Fields Management page appears in a new window.
3. Select To Reserve in the drop-down list at the
4. Select one of the following:

  • Customer in database (customer must exist in the database to be used for a reservation)
  • Customer card scanned only (customers must have their card scanned to make a reservation)
  • Golfer data required (used to manually enter golfer data)

5. Select one or more of the additional options:

  • First Name
  • Home Phone Number
  • Zip/Postal Code
  • Email
  • Credit Card

6. To save any changes you made, click Save.
7. Click Exit to return to Global Settings.

Setting Required Fields for Customer Creation

1. On the Management Menu, click Global Settings. The Global Settings page appears.
2. In the Customer section, click Required Fields. The Required Fields Management page appears in a new window.
3. Select To Reserve in the drop-down list at the
4. Select one or more of the following:

  • First Name
  • Home Phone Number
  • Zip/Postal Code
  • Email
  • Credit Card

5. To save any changes you made, click Save.
6. Click Exit to return to Global Settings.

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