Club Staff Guide
Welcome to the Club Staff Guide! This comprehensive guide covers everything you need to know to effectively use ReadyGolf for daily club operations. From point-of-sale transactions to member services, this guide will help you provide excellent service to club members.
🎯 Staff Overview
As Club Staff, you are the frontline of member service and club operations. ReadyGolf provides you with powerful tools to efficiently handle member interactions, process transactions, and maintain smooth daily operations.
Key Features
- Point-of-Sale System: Complete POS functionality for retail and F&B
- Member Services: Quick access to member information and accounts
- Inventory Management: Real-time inventory tracking and management
- Guest Registration: Streamlined guest registration and management
- Daily Reporting: Comprehensive daily operational reports
- Mobile Access: Mobile-friendly interface for on-the-go operations
Staff Dashboard
Your Staff Dashboard provides quick access to essential daily functions:
- Quick Actions: Common staff tasks and operations
- Recent Transactions: Latest sales and member interactions
- Daily Summary: Key metrics for the current day
- Alerts & Notifications: Important system notifications and alerts
💳 Point-of-Sale Operations
POS System Overview
System Features
- Barcode Scanning: Fast product identification and pricing
- Multiple Payment Methods: Support for cards, cash, and member accounts
- Member Account Integration: Direct charging to member accounts
- Real-Time Inventory: Live inventory updates and low-stock alerts
- Receipt Generation: Professional receipt generation and printing
- Transaction History: Complete transaction history and reporting
POS Interface
- Product Catalog: Easy access to all products and services
- Member Lookup: Quick member search and account access
- Payment Processing: Streamlined payment processing workflow
- Receipt Management: Digital and printed receipt options
Sales Transactions
Standard Sales Process
-
Product Selection
- Browse product catalog or scan barcodes
- Select products and quantities
- Apply any applicable discounts or promotions
- Review order details
-
Member Identification
- Search for member by name, membership number, or phone
- Verify member identity and account status
- Check member account balance and payment methods
- Apply member-specific pricing or discounts
-
Payment Processing
- Select payment method (card, cash, member account)
- Process payment securely
- Generate receipt and confirmation
- Update inventory and member account
Payment Methods
- Credit/Debit Cards: Process card payments with chip and contactless
- Cash Payments: Record cash transactions and provide change
- Member Accounts: Charge directly to member account balance
- Digital Wallets: Support for mobile payment methods
- Split Payments: Process payments across multiple methods
Member Account Management
Account Charging
- Direct Charging: Charge purchases directly to member accounts
- Account Balance: Check member account balance before charging
- Payment Limits: Respect account payment limits and restrictions
- Transaction History: View complete member transaction history
Account Services
- Balance Inquiries: Check member account balance
- Payment Processing: Process account payments and top-ups
- Transaction History: Provide transaction history to members
- Account Issues: Handle account-related questions and issues
📦 Inventory Management
Inventory Overview
Real-Time Tracking
- Live Inventory: Real-time inventory levels across all locations
- Low-Stock Alerts: Automatic alerts for low inventory items
- Stock Movements: Track all inventory movements and transactions
- Inventory Reports: Comprehensive inventory reporting and analysis
Inventory Operations
- Stock Receiving: Process incoming inventory and updates
- Stock Adjustments: Make inventory adjustments and corrections
- Stock Transfers: Transfer inventory between locations
- Inventory Counts: Conduct regular inventory counts and audits
Product Management
Product Information
- Product Details: Complete product information and descriptions
- Pricing Information: Current pricing and pricing history
- Category Management: Organize products by categories and departments
- Supplier Information: Track supplier details and contact information
Product Operations
- Product Lookup: Quick product search and identification
- Price Updates: Update product pricing as needed
- Product Status: Manage product availability and status
- Product Returns: Process product returns and exchanges
👥 Member Services
Member Information
Member Lookup
- Search Functions: Search members by name, number, or phone
- Member Profiles: Access complete member information
- Membership Status: Check membership status and validity
- Account Information: View member account details and balance
Member Services
- Profile Updates: Help members update their information
- Account Services: Assist with account-related inquiries
- Booking Assistance: Help members with tee time bookings
- General Support: Provide general member support and assistance
Guest Services
Guest Registration
- Guest Check-in: Register and check in guests
- Guest Information: Collect and record guest information
- Guest Fees: Process guest fees and payments
- Guest Policies: Explain and enforce guest policies
Guest Management
- Guest Tracking: Track guest visits and usage
- Guest Accounts: Create temporary guest accounts if needed
- Guest Services: Provide services and assistance to guests
- Guest Policies: Ensure compliance with guest policies
📊 Daily Operations
Opening Procedures
System Setup
-
System Login
- Log into ReadyGolf system
- Verify system connectivity and status
- Check for any system updates or notifications
- Review daily schedule and tasks
-
POS Setup
- Verify POS system functionality
- Check receipt printer and barcode scanner
- Review daily sales targets and goals
- Prepare for member interactions
-
Inventory Check
- Review current inventory levels
- Check for low-stock items and alerts
- Verify product pricing and availability
- Prepare for daily operations
Daily Tasks
Member Interactions
- Member Check-ins: Process member check-ins and arrivals
- Account Services: Handle member account inquiries and transactions
- Booking Assistance: Help members with tee time bookings
- General Support: Provide general member support and assistance
Sales Operations
- Retail Sales: Process pro shop and retail sales
- F&B Sales: Handle food and beverage sales
- Service Sales: Process service and lesson sales
- Member Account Charging: Charge purchases to member accounts
Closing Procedures
End-of-Day Tasks
-
Sales Reconciliation
- Review daily sales transactions
- Verify payment totals and methods
- Reconcile cash and card payments
- Process end-of-day reports
-
System Cleanup
- Close out POS system properly
- Backup daily transaction data
- Update inventory levels
- Prepare for next day operations
-
Reporting
- Generate daily sales reports
- Review daily performance metrics
- Document any issues or concerns
- Prepare handover information
📈 Reporting & Analytics
Daily Reports
Sales Reports
- Daily Sales Summary: Complete daily sales overview
- Payment Method Breakdown: Sales by payment method
- Product Category Sales: Sales by product category
- Member vs Guest Sales: Sales breakdown by customer type
Operational Reports
- Transaction History: Complete daily transaction history
- Member Activity: Daily member interactions and services
- Inventory Movement: Daily inventory changes and movements
- Staff Activity: Daily staff activity and performance
Performance Metrics
Key Performance Indicators
- Sales Volume: Total daily sales volume and trends
- Transaction Count: Number of transactions processed
- Average Transaction Value: Average value per transaction
- Member Satisfaction: Member feedback and satisfaction scores
Operational Metrics
- Staff Productivity: Staff efficiency and productivity measures
- System Performance: System uptime and performance metrics
- Error Rates: Transaction errors and resolution times
- Customer Service: Customer service metrics and feedback
🔧 System Management
User Management
Staff Accounts
- Account Access: Manage staff account access and permissions
- Role Assignment: Assign appropriate roles and permissions
- Training Status: Track staff training and certification status
- Performance Monitoring: Monitor staff performance and activity
Security & Access
- Login Security: Secure login and authentication procedures
- Access Control: Control access to sensitive information
- Audit Logging: Track all system access and activities
- Password Management: Manage password policies and updates
System Configuration
POS Configuration
- Payment Methods: Configure available payment methods
- Receipt Settings: Customize receipt format and content
- Tax Settings: Configure tax rates and calculations
- Discount Settings: Set up discount rules and policies
Operational Settings
- Business Hours: Configure business hours and availability
- Member Policies: Set up member-specific policies and rules
- Guest Policies: Configure guest access and pricing policies
- System Preferences: Set up system preferences and defaults
🆘 Support & Troubleshooting
Common Issues
POS Issues
- Payment Processing: Troubleshoot payment processing problems
- Receipt Printing: Resolve receipt printing issues
- Barcode Scanning: Fix barcode scanner problems
- System Connectivity: Resolve connectivity and network issues
Member Issues
- Account Access: Help members with account access problems
- Payment Issues: Assist with payment and billing issues
- Booking Problems: Help resolve booking and scheduling issues
- General Support: Provide general member support and assistance
Support Resources
Help Documentation
- User Guides: Access comprehensive user guides and manuals
- Video Tutorials: Watch step-by-step video tutorials
- FAQ Section: Find answers to common questions
- Best Practices: Review best practices and procedures
Technical Support
- Live Chat: Get real-time support via live chat
- Email Support: Submit support requests via email
- Phone Support: Contact support via phone for urgent issues
- Escalation Procedures: Know when and how to escalate issues
🚀 Best Practices
Customer Service Excellence
- Member Focus: Always prioritize member needs and satisfaction
- Professional Communication: Maintain professional communication standards
- Quick Response: Provide quick and efficient service
- Problem Resolution: Effectively resolve member issues and concerns
Operational Efficiency
- System Proficiency: Maintain proficiency with all system features
- Process Optimization: Continuously optimize operational processes
- Team Collaboration: Work effectively with other staff members
- Continuous Learning: Stay updated with system updates and new features
Security & Compliance
- Data Protection: Protect member and transaction data
- Payment Security: Ensure secure payment processing
- Access Control: Maintain proper access control and security
- Compliance: Follow all relevant policies and procedures
Need help with a specific staff function? Check out our detailed feature guides for comprehensive information about specific ReadyGolf features.