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How to Setup New Customer Type

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In this tutorial, you will learn how to create new customer types.

Create New Customer Type

  1. Setup | Tee Sheet
  2. Setup | Customer Types
    tee sheet setup
  3. Click star icon to create new customer type
  4. Enter new customer type name
  5. Click OK
  6. Active should be set to Yes
  7. Priority determines where customer type sorts on waiting list (1-highest)
  8. Click OK

Setup Fees for Customer Type

  1. Setup | Tee Sheet | Setup | Customer Types
  2. Click Fees
  3. Choose appropriate green fee for each Customer Type and Course combination
  4. Click OK
    cust type fees


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