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Tee Sheet Overview - Webinar

Manager Operations Webinar

Our subscription module allows you to sell memberships, a service or combinations that include 1 membership with multiple services.

Prior to selling the subscriptions, ensure all your memberships and services are created.

If your operation is seasonal, you can configure a Default end date to ensure the subscriptions end at the end of your golf season. Without this configuration, your membership duration is a year from the date of sale. We recommend setting this to November/ December in case your golf season lasts longer than anticipated!

The subscriptions module will allow you to achieve the following options:

  • Sell stand-alone memberships or services.

  • Sell a membership alongside multiple services

Navigate to Customers > Search Customer

On the Subscriptions tab, select the sell icon at the top right in order to build your quote.

  • Choose the Start/End Date of the subscription. The default start date will be today, and the default end date will be a year from the sale date or your chosen default end date.

  • Auto-Renew: If you are selling the membership onto a credit card or to be charged to the house account you can auto-renew the subscription. Here are some things to consider when you choose to auto-renew:

    • Price: When the subscription gets auto-renewed it will take the current listed price of the membership in your settings. This will allow you to change the price of an auto-renewed membership year over year

    • Length: The auto-renewed subscription will match the same amount of days as the initial subscription sold. However if the number of days for a subscription falls within 26-33 days, the system will consider this a monthly membership and will auto-renew on the same starting day in the next month. The same applies to yearly memberships that are sold within 363-367 days; they will auto-renew on the same date the next year.

      • Example 1: A yearly subscription sold from January 1st, 2022 to December 31st, 2022, will auto-renew on January 1st, 2023, and expire on December 31st, 2023. The same would be the case if this initial membership was set to expire on December 30th or January 1st.

      • Example 2: A 4-month subscription sold May 1st - August 31st, 2022 will auto-renew to start on September 1st, 2022 and expire on December 31st, 2022

      • Example 3: A monthly subscription sold from October 1st, 2022 - October 31st, 2022 will auto-renew to start on November 1st, 2022 and expire on November 30th, 2022.

    • When the membership dates chosen are within the monthly or yearly criteria, the system will override the employee’s chosen end date of the membership and replace it with the correct monthly renewal dates. For example, a membership starting on October 1st, 2022 and expiring on October 28th will actually end the initial membership on October 31st and start the next membership on November 1st.

    • Payment Instalments: if you initially sell the subscription with a monthly payment strategy this will play a factor in the auto-renewed monthly subscription payments:

      • When the subscription is auto-renewed it will collect the 1st monthly payment in the first 30 days of the auto-renewed subscription, even if this was not the case in the initial subscription sold.

        • Example 1: Subscription that runs from January 1 to December 31 with payment instalments starting on May 1 and continuing monthly until Aug 1, in the auto-renewed subscription the first monthly payment would be on January 1 and continue monthly until April 1

        • Example 2: Subscription starts January 15, 2022 - January 14, 2023, with auto-renew turned on and billing date of the 5th of the month. In the renewed subscription starting January 16th, 2023, the first monthly payment will be on February 5th, 2023

      • If you are selling an auto-renewing membership the billing date cannot be past the system-identified auto-renew date. For example, if you are selling a membership from November 1, 2022, to November 30, 2022, the billing date must be between November 1-30th.

  • Click on Add > Select Membership > Choose Membership > Assign

  • Click on Add > Select Services > Choose service > Assign and follow the same process for any additional services you wish to sell.

Please Note: You can only have one active membership on a customer profile at a time.

  • You can offer a discount or change the price of the item by clicking on the membership or service. You can either change the price or offer a percentage discount.

Make sure all information is accurate, including the subscription schedule and all items included. Click on Continue or Sale to go to the payment screen.

Membership and Services Payment Methods:

For credit card and house accounts, you can choose the specific billing date for the dues, regardless of the active date range of the membership. IE: you can bill a customer starting today for a membership that begins in the future.

Credit Card: You can bill membership dues directly onto the customer's credit card. You also have the option to partition the payment into however many consecutive months.

**Lightspeed Payments Golf (card not present) gateway is required to utilize this feature.

On Account: This will charge the membership dues onto the customer's house account and will be included in the next month's statements. You also have the option to partition the payment into however many consecutive months. See Below

Register: This will bring the sale into the POS where you can take a lump sum payment for it. There is no option to auto-renew or bill monthly when choosing the register.

Once you have selected the payment method, click on Save and this will trigger the payment strategy you have selected.

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