Implementation Preparation
Overview
When preparing for an implementation there are several things that can be done in advance to insure it is as smooth a process as possible. The biggest part that can be done in advance is gathering all the needed information. The Implementation Specialist that is assigned to your facility will assist in whatever ways possible to get everything input into the new system, the sooner they have the information the less time on site will be spent configuring imports.
Sales Items
If you are transitioning from a computer based system typically you can run an export of your existing sales items. If you are transitioning from a paper tee sheet and cash register, you can still fill out the import template with the items you know will need to exist in the new system. Simply copy and paste the information you have into the template below. This can be green fee items, cart fees, merchandise, food and beverage, anything that has a price.
Customers
In addition to sales items, we are able to import existing customer you had in your previous system. Below is out import spreadsheet which you can copy and paste information into so the implementation specialist can import once they are on site. It is important not to add, delete, or rearrange the columns, it must stay in this layout for import. You’ll see there is a place to document outstanding AR balances, Golf Shop Credit balances, even an Awards balance. If these balances are likely to change before the install it may be best to wait and pull those balance after you’ve finished using your current system. If you have any questions don’t hesitate to follow up with your implementation specialist.
Tee Times
If you have any existing tee times booked, these will need to be re-booked into the new GolfNow Reservations system during the implementation. This can be time consuming, so it can be helpful to have an extra staff member available to assist with getting this completed. There is not currently a way to simply export existing booking and import them into GolfNow Reservations, they need to be manually re-booked.
Networking
GolfNow Reservations is a server based system which means that the computers will need to talk to one another over the local area network at the course. Each station will need to have a hard line connection to the network, a wireless connection is not a supported method. If you have an “IT Person” or a staff that manages your network it would be helpful for them to be available during the implementation should we have any questions or issues. An internet connection is also mandatory during the implementation.
Support categories
CC and GC processing
- Credit card on profile (ETS)
- Credit card on profile (Vantiv)
- How to process a credit card with ETS
- How to process a credit card with Vantiv
- How to Process Credit Card and Cash in the Same Transaction
- How to Process Credit Card and Gift Card in Same Transaction
- How to Process Debit Card (EMV Chip)
- How to Process Debit Card (Mercury)
- How to Use Debit PIN Pad (USA)
- How to use ETS gift card interface
- How to use Moneris gift card interface
- How to use Vantiv gift card interface
Customers
- Credit card on profile (ETS)
- Credit card on profile (Vantiv)
- Exporting a customer database
- How to Add Photo to Customer Profile
- How to Customize the Customer List
- How to Manage No-Show Customers
- How to Merge Customer Types
- How to Merge Customers
- How to Remove Bad Emails from Customer Profiles
- How to Setup a Parent/Child AR Relationship
- How to Setup and Use Entry Order
- How to Setup New Customer Type
- How to Setup Tax Exempt Customer
- How to Use Customer Audit (Merge)
- Notes functionality
- Setting up customer type discounts
- Severing parent-child accounts
GolfNow internet
- How to Change Internet as Master Times
- How to Change Online Booking Threshold
- How to Create a GolfNow Internet Profile
- How to Re-Sync GolfNow Internet
- How to Revert HST Tax (Canada Only)
- How to Setup GolfNow Internet Rules
- How to Setup Mobile Booking
- How to Setup Push Profiles
- How to Show Prices Online
Barcode scanners
- Metrologic Scanner – Vista, 7, and 8 (64-bit)
- Metrologic Scanner – Windows 7 and 8 (32-bit)
- Metrologic Scanner – Windows Vista (32-bit)
- Metrologic Scanner – Windows XP
- Reconfiguration Barcodes
- Xenon Optical Scanner – Vista, 7, and 8 (64-bit)
Credit card swipes
Personal data terminal
- How to Perform Physical Inventory with PDT
- LDX10 – How to Perform Inventory
- LDX10 – Windows Vista/7/8 – Installation Guide
- LDX10 – Windows XP – Installation Guide
- M5000 – Flash Upgrade 2.0
- M5000 – Installation Guide
- M5000 – Manual Import Procedure
- M5900 – PDT Quick Reference Guide
- M5900 – Windows 7 – Installation Guide
- M5900 – Windows XP – Installation Guide
Pole display
Printers
- CT-S300 – Error Lights
- CT-S300 – Ethernet – XP/Vista
- CT-S300 – Near Paper Sensor
- CT-S300 – Windows 7 (USB)
- CT-S300 – Windows 8 (USB)
- CT-S300 – Windows Server 2003 (Parallel)
- CT-S300 – Windows Vista (USB)
- CT-S300 – Windows XP (Parallel)
- CT-S300 – Windows XP (USB)
- CT-S310 – Ethernet
- CT-S310 – Windows 7
- CT-S310 – Windows 8
- CT-S310 – Windows Vista
- CT-S310 – Windows XP
- CT-S310/S300 – Logo Procedure
- CT-S651 – Ethernet
- CT-S651 – Logo Procedure
- CT-S651 – Windows 7
- CT-S651 – Windows 8
- CT-S651 – Windows Vista
- CT-S651 – Windows XP
- idp3210 – Windows XP (Parallel)
- Printer support
- Samsung SRP-270 (V1.2.1)
- Samsung SRP-275/SRP-270 (V3.1)
- Slow Printing Receipt
Touch screens
Marketing
- How to Add Pictures to an Email Template
- How to Book a MyNet Reservation
- How to Create Address Label – Word 2007
- How to Create Mail Merge Letters – Word 2007
- How to Run GolfNow Internet Performance Reports
- How to Setup Credit Card Restrictions (Online Booking)
- How to Setup Dashboard Account
- How to Setup Email Account
- How to Setup GolfNow Internet Specials
- How to Setup Social Media Integrations
- How to Setup Submission Forms
- How to Setup Tee Time Confirmation Messages
- How to Use Mail Merge Fields
- How to Use the Customer Pick List
Accounts receivable and billing
- Accounts Receivable (A/R) Reports
- How to Apply Charges Using Billing Wizard
- How to Generate Statements Using Billing Wizard
- How to Setup 3rd-Party Billing
- How to Setup a New Billing Class
- How to Use Minimums (AR)
- Recurring billing – Applying charges
- Recurring billing – Automated minimum charges
- Recurring billing – Automated statements
- Severing parent-child accounts
Awards, credits, gift certificates, misc.
- How to Clear Golf Shop Credits
- How to Print Awards and Credits Balances on Receipt
- How to Setup Awards Program
- How to Setup Coupons
- How to Setup Golf Shop Credits
- How to Use Paper Gift Certificates
Food and beverage
- Applying F&B suggested gratuity and reporting
- Applying F&B suggested gratuity and reporting
- Configuring and applying discounts
- Discount Button Setup
- Discount by Item
- Discount by Seat
- Discount by Table
- F&B item management
- F&B menu configuration
- F&B suggested gratuity
- F&B item management
- F&B menu configuration
- F&B suggested gratuity
- Food & Beverage options
- Food & Beverage options
- How to merge open tickets – 2015 and lower
- How to merge open tickets – 2016
- How to use the closed ticket screen
- How to use the open tickets screen
- How to use the quick sale screen
- Invoice association
- Menu category setup
- Menu navigation
- Move an Invoice
- Setting up modifier groups
- Split Invoice by Seat
- Splitting invoices to multiple seats
- Table map creation
- Table map usage
- Time clock administration
- Time clock usage
- Touch screen default
Inventory management
- How to Create a Purchase Order
- How to Manage Back Ordered Merchandise
- How to Negative Receive Merchandise
- How to Perform a Physical Inventory
- How to Receive Merchandise
- How to Setup and Use Vendors
Sales items
- Configuring and applying discounts
- How to Assign Green Fee Colors
- How to Change Tax Rate
- How to Discontinue a Sales Item
- How to Setup a Green Fee Sales Item
- How to Setup a Non-Inventory Sales Item
- How to Setup a Package Item
- How to Setup an Inventory Sales Item
- How to Setup an Open Priced Sales Item
- How to Setup and Use Tag Alongs
- How to Sort and Filter Sales Items
- How to Use Copy Next (Sales Items)
- How to Use Item Labels
- How to Use UPC Codes
- Sales item filter
- Tax exemption less than a specified amount
- Using an External Credit Card Processor and Integrated Gift Card
Shopping cart
- Credit card on profile (ETS)
- Credit card on profile (Vantiv)
- How to Add Tips to Transactions
- How to Find Items in the Shopping Cart
- How to Manage RC Admin Button
- How to Manage Tabs/Open Tickets
- How to merge open tickets – 2015 and lower
- How to Postdate Transactions
- How to Return and Exchange Sales Items
- How to Ring in AR Transactions
- How to Setup and Use Paid Out Tender
- How to Setup Customer Discounts
- How To Setup Hot Keys
- How to Setup the Cart Agreement Form
- How To Use Online Store
Day end management
- Creating and utilizing Accounting classes
- How to Fix Bad Cash Closes
- How to Post a Cash Close
- How to run Reports using Tasks in GolfNow Reservations 2015
POS—reports
- Accounts Receivable (A/R) Reports
- GL Interface (Quickbooks, Peachtree, Businessworks)
- How to Generate Spreadsheets Reports
- How to Run Cash Shortage/Overage (Variance) Report
- How to Run the Utilization Report
- How to Setup Reporting Structure
- Sales report – F&B table
- Sales report – F&B table
- Sales report – time
Tee sheet-reports
Miscellaneous
- How to Block the Schedule
- How to Create Cart Signs
- How to edit Message of the Day
- How to issue a raincheck for prepaid reservations
- How to Issue Rainchecks
- How to Reconcile Course Prepaid Rounds in GNR
- How to Squeeze Tee Times
- How to Use Tee Sheet Flags
- How to Use the Pop-Up Calendar
- Utilizing the compact ribbon
Modification
- How to Add Back 9 Availability
- How to Add Lessons to Schedule
- How to Purge Schedule
- How To Setup Courses
- How to Setup Linked 9’s
- How to Setup Linked 9's
- Season Template Utility