This end-of-season checklist can help you efficiently close for your offseason. Be sure to look around for any other resources you may need, as this checklist only serves as a suggested place to start your offseason processes.

Lightspeed Golf

• Turn off online booking and/or block any remaining tee times.
• Notify the support team to switch you to Off-Season mode.
  
  • If necessary, the support team can also help you temporarily mute all emails sent to your members, such as membership expiry messages.
• Consult Business Intelligence dashboards to review your figures and identify trends.
  • Rounds Dashboard

    • The rounds dashboard helps you understand volume, revenue, and booking behavior at a glance. Use it to compare performance over time and spot trends across player types and channels.

  • Customers Export Dashboard

    • The customers export provides a filterable list of customer records, including contact details, rounds played, player type, and creation date.

  • Subscriptions Dashboard
    

    • The subscriptions dashboard collapses eight previous reports into a single view. Use filters to view different statuses. A failed payments section is included for quick reconciliation.

  • Packages Dashboard

    • The packages dashboard consolidates multiple package reports into a single view so you can filter by state without switching reports. It includes an overview section and a redemption section.

• Get a head start on creating next season’s subscriptions, packages, etc.
• Access PitchCRM or the Customer Export Dashboard to update your golfers on any news.
• Review Lightspeed Golf's house account reports.

Lightspeed Retail (R-Series)

• Review the Payments Received, Lines, and Category reports for yearly totals.
• Review the Assets report for inventory data.
• Complete an end-of-season inventory count.
• Create discounts or price rules to help sell remaining inventory.
• Consult the Sales Tax report.

Lightspeed Restaurant (L-Series)

• Review the Summary report.
• Go to Reports > Export > Taxes for your tax report
• Go to Reports > Export > Payments to see your payments received report

Lightspeed Restaurant (K-Series)

• Export the Transactions report, the Payments report, and applicable staff reports.
• Close your fiscal period.
• Complete a full stock count and record leftover inventory.
• Disable online orders in Settings > Online orders, from an iPad.
• Review user permissions, and make any necessary changes.
• Confirm closed sales periods are locked and uneditable.