Documentation

Club Administrator Guide

Welcome to the Club Administrator Guide! This comprehensive guide covers everything you need to know to effectively manage your golf club using ReadyGolf. Whether you're setting up a new club or optimising an existing operation, this guide will help you maximise the platform's capabilities.

🎯 Administrator Overview

As a Club Administrator, you have access to the most comprehensive set of tools and features in ReadyGolf. Your role is crucial for the success of your golf club's digital transformation and operational efficiency.

Key Responsibilities

  • Club Configuration: Set up and maintain club settings and branding
  • Member Management: Oversee member registration, approval, and management
  • Staff Management: Manage staff accounts, permissions, and training
  • Financial Oversight: Monitor revenue, expenses, and financial performance
  • System Integration: Configure third-party integrations and services
  • Reporting & Analytics: Access comprehensive business intelligence

Administrator Dashboard

The Administrator Dashboard provides a central hub for all club management activities:

  • Real-time Metrics: Live club performance indicators
  • Quick Actions: Common administrative tasks
  • Recent Activity: Latest system events and member actions
  • Alerts & Notifications: Important system notifications

🏗️ Club Setup & Configuration

Initial Club Setup

1. Club Registration Process

  1. Complete Registration Form

    • Club name and contact information
    • Physical address and location details
    • Primary contact person details
    • Club specifications and amenities
  2. Verification & Approval

    • Documentation review (24-48 hours)
    • Club verification and validation
    • Account activation notification
    • Welcome package and setup guide
  3. Initial Configuration

    • Club branding and customisation
    • Membership tier setup
    • Staff account creation
    • Payment gateway configuration

2. Club Branding & Customisation

  • Logo & Branding: Upload club logo and brand assets
  • Colour Scheme: Customise platform colours to match club branding
  • Contact Information: Set up club contact details and social media
  • Club Description: Add detailed club information and amenities
  • Photo Gallery: Upload club photos and course images

3. Membership Configuration

  • Membership Tiers: Define different membership levels and pricing
  • Benefits & Privileges: Set up tier-specific benefits and access
  • Pricing Structure: Configure membership fees and payment schedules
  • Approval Workflows: Set up membership application processes
  • Guest Policies: Define guest access and pricing policies

Advanced Configuration

Payment Gateway Setup

  1. Stripe Integration

    • Connect Stripe account for payment processing
    • Configure webhook endpoints
    • Set up payment methods and currencies
    • Test payment processing
  2. Xero Integration

    • Connect Xero accounting system
    • Configure chart of accounts mapping
    • Set up automated reconciliation
    • Test financial data synchronisation
  3. HNA Integration

    • Configure Handicap Network Association connection
    • Set up handicap data synchronisation
    • Configure member handicap import processes
    • Test handicap data accuracy

👥 Member Management

Member Registration & Approval

Registration Workflow

  1. Member Application

    • Member submits online application
    • System validates required information
    • Application queued for administrator review
    • Email notification sent to administrator
  2. Administrator Review

    • Review member application details
    • Verify member information and qualifications
    • Check membership tier eligibility
    • Approve, reject, or request additional information
  3. Account Activation

    • System creates member account
    • Welcome email sent to new member
    • Member profile setup instructions provided
    • Member access granted to platform

Member Profile Management

  • Personal Information: Update member contact and personal details
  • Golf Profile: Manage handicap, preferences, and golf history
  • Membership Status: Track membership tier and status
  • Payment Information: Manage payment methods and billing
  • Communication Preferences: Set up notification preferences

Member Communication

Bulk Communication Tools

  • Email Campaigns: Send club-wide announcements and updates
  • SMS Notifications: Send urgent notifications via text message
  • In-App Messages: Send platform notifications to members
  • Newsletter Management: Create and distribute club newsletters

Communication Templates

  • Welcome Messages: Automated welcome communications
  • Event Notifications: Tournament and event announcements
  • Maintenance Alerts: Course maintenance and closure notices
  • Policy Updates: Club policy and rule changes

Member Analytics

  • Membership Trends: Track membership growth and retention
  • Usage Analytics: Monitor member engagement and activity
  • Demographic Analysis: Understand member demographics
  • Satisfaction Metrics: Track member satisfaction and feedback

👨‍💼 Staff Management

Staff Account Creation

Staff Registration Process

  1. Invitation System

    • Administrator sends staff invitation
    • Staff member receives email invitation
    • Staff completes registration process
    • Account activated with appropriate permissions
  2. Role Assignment

    • Assign appropriate staff roles
    • Configure role-specific permissions
    • Set up access to relevant features
    • Provide role-specific training

Staff Roles & Permissions

  • Pro Shop Staff: POS access, inventory management, member services
  • F&B Staff: Food and beverage sales, inventory tracking
  • Course Maintenance: Course status updates, maintenance scheduling
  • Reception Staff: Member check-in, guest registration, general assistance

Staff Training & Support

  • Training Modules: Role-specific training materials
  • User Guides: Detailed guides for each staff role
  • Video Tutorials: Step-by-step video instructions
  • Support Resources: Access to help and support materials

Staff Performance Monitoring

  • Activity Tracking: Monitor staff system usage and activity
  • Performance Metrics: Track staff productivity and efficiency
  • Training Progress: Monitor staff training completion
  • Feedback System: Collect and manage staff feedback

💰 Financial Management

Revenue Tracking

Revenue Streams

  • Membership Fees: Track membership payments and renewals
  • Green Fees: Monitor guest and visitor fees
  • Pro Shop Sales: Track retail and equipment sales
  • F&B Revenue: Monitor food and beverage sales
  • Lesson Revenue: Track coaching and lesson income
  • Event Revenue: Monitor tournament and event income

Financial Reporting

  • Daily Reports: Daily revenue and transaction summaries
  • Monthly Reports: Comprehensive monthly financial reports
  • Annual Reports: Year-end financial analysis and planning
  • Custom Reports: Create custom financial reports as needed

Expense Management

  • Expense Tracking: Monitor club expenses and costs
  • Budget Management: Set and track budget targets
  • Vendor Management: Manage vendor relationships and payments
  • Cost Analysis: Analyse cost trends and optimisation opportunities

Xero Integration

  • Automated Reconciliation: Automatic financial data synchronisation
  • Chart of Accounts: Map ReadyGolf categories to Xero accounts
  • Invoice Management: Automated invoice generation and tracking
  • Financial Reporting: Access comprehensive financial reports

📊 Reporting & Analytics

Business Intelligence Dashboard

Key Performance Indicators

  • Membership Metrics: Member count, growth rate, retention rate
  • Revenue Metrics: Total revenue, revenue per member, revenue growth
  • Usage Metrics: Tee time utilisation, course usage patterns
  • Operational Metrics: Staff productivity, system usage, efficiency

Custom Reports

  • Membership Reports: Detailed membership analysis and trends
  • Revenue Reports: Comprehensive revenue analysis and forecasting
  • Usage Reports: Course and facility usage analysis
  • Operational Reports: Staff and operational efficiency reports

Data Export & Analysis

  • Export Capabilities: Export data in various formats (CSV, Excel, PDF)
  • Data Analysis Tools: Built-in analysis and visualisation tools
  • Custom Dashboards: Create custom dashboards for specific needs
  • Scheduled Reports: Automate report generation and distribution

🔧 System Administration

Club Configuration Management

General Settings

  • Club Information: Update club details and contact information
  • Operating Hours: Set club operating hours and availability
  • Holiday Calendar: Configure holiday and closure dates
  • Maintenance Schedule: Set up course maintenance schedules

Feature Configuration

  • Booking Settings: Configure tee time booking rules and policies
  • Payment Settings: Manage payment methods and policies
  • Communication Settings: Configure notification and communication preferences
  • Integration Settings: Manage third-party integrations

Security & Access Control

  • User Access Management: Monitor and manage user access
  • Security Settings: Configure security policies and settings
  • Audit Logs: Review system activity and security logs
  • Backup & Recovery: Manage data backup and recovery procedures

System Maintenance

  • System Updates: Manage platform updates and maintenance
  • Performance Monitoring: Monitor system performance and health
  • Troubleshooting: Access troubleshooting tools and resources
  • Support Requests: Submit and track support requests

🚀 Best Practices

Operational Excellence

  • Regular Reviews: Conduct regular system and process reviews
  • Staff Training: Ensure ongoing staff training and development
  • Member Feedback: Regularly collect and act on member feedback
  • Continuous Improvement: Continuously improve processes and procedures

Data Management

  • Data Quality: Maintain high data quality and accuracy
  • Regular Backups: Ensure regular data backup and recovery testing
  • Data Security: Implement and maintain data security best practices
  • Compliance: Ensure compliance with data protection regulations

Member Experience

  • Proactive Communication: Maintain proactive member communication
  • Quick Response: Ensure quick response to member inquiries and issues
  • Personalisation: Personalise member experiences and communications
  • Value Delivery: Continuously deliver value to members

🆘 Support & Resources

Administrator Support

  • Help Documentation: Access comprehensive help documentation
  • Video Tutorials: Watch step-by-step video tutorials
  • Training Resources: Access training materials and resources
  • Best Practice Guides: Review best practice guides and recommendations

Technical Support

  • Support Portal: Access the ReadyGolf support portal
  • 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

Community Resources

  • Administrator Forum: Connect with other club administrators
  • Best Practice Sharing: Share and learn best practices
  • Feature Requests: Submit feature requests and suggestions
  • Success Stories: Learn from other clubs' success stories

Need help with a specific aspect of club administration? Check out our detailed feature guides for comprehensive information about specific ReadyGolf features.