Tee Sheet : Set Customer Flags

Article Contents: This article summarizes how to set a flag on a customer account

Step by Step

Step 1: From the tee time reservation pop up, you will see a plus (+) icon to the left of the Last Name field and under the “Add” column. If they are a new customer, you can click add to quickly add them to your customer database.

Step 2: Once all information is filled out, you can assign the customer to a class (i.e., senior, junior/military, PGA, etc), or you can begin a membership.

Step 3: If a membership is started, a member number will automatically generate, or you can create your own.

Step 4: Select the membership that applies to that class and click save.

Step 5: Click on "Set Flag" tab.

Step 6: Select date, add note, and click "Add Flag" button.

Note: All Flags Report