April 2023 Newsletter — Register for the Digital Summit!

Kelsie Stone

April 14, 2023

Back by popular demand, the Clubessential Digital Summit is officially open for registration! On May 17th, you’ll have the opportunity to join yet another immersive, interactive series of educational sessions with private clubs and industry thought leaders.

The Summit is specifically tailored to provide the most useful and informative content for you – our partners in the private club industry. Read on to learn more about this year’s topics and to register today!

Be sure to also check out this month’s enhancement recap, live enhancement review recording, and our new monthly Tips and Tricks video segment!

Join the private club industry’s leading Digital Summit! Clubessential thought leaders are leading the educational charge with immersive, interactive sessions covering topics such as:

– Analysis of the current club and technology trends alongside predictions of the future landscape of the industry – addressing member expectations, clubhouse operations, and beyond

– Member-facing technology and tools to understand your members, offer the experience they want, and empower your team to exceed their expectations

– Business Intelligence becomes Club Intelligence as our Business Analyst demonstrates how to make sense out of millions of club data points, utilizing cutting-edge dashboards to cultivate actionable insights

– Dining services are a significant factor in your club’s member experience – and one of the most easily disrupted. Learn how to deliver a new level of service through a modernized dining experience with real-time visibility, benchmark reporting, and increased insight

We’re thrilled to welcome you back for this year’s Summit, and we can’t wait to dive in with you!


At Clubessential, we want to ensure you always have the most up-to-date information to grow your club. If you haven’t attended one of our live virtual courses yet, check out our free education and training series. We have April packed full of courses that we’re sure will meet your needs. Get on the line to have all your questions answered so you can walk away an expert at your job.

BONUS FOR ATTENDING THESE COURSES: Not only will you be on your way to mastering Clubessential products and becoming a rock star in your position, but also our training courses are now eligible for CMAA Education Credits! All attendees will receive a follow-up email within 48 hours of the training course that can be used as “Proof of Attendance” and submitted to CMAA for 1 hour of education credit.

Take a look at the available live virtual courses for April:

For the Controller:

— Accounts Payable Overview

— Financial Report Writer

— General Ledger Overview

— Month End For New Users

— The Power of Data Genie

— CE Payments with Paycloud- CHECK ME OUT, I’M BACK!

For the General Manager or Membership/Communications Director:

— Calendar Utilization – Creating & Managing Your Events

— Integrating Your Calendar Events With Back Office

— Membership Maintenance

— Membership Analytics Predictor

— Prospect to Member: Making the Most of Your CRM

— Creating Group Mail With Ease

— Uncover the Potential of the Email Editor

— Roster Unification

— Becoming an Advanced Website Administrator

— Managing Your Member Groups

— Managing Employees – CHECK ME OUT, I’M NEW!

For the F&B or Retail Manager

— Banquets – Creating Events & Functions, and Adding Event Services

— Banquets – Service Menu Setup & Service Menu Components

— Banquets – Correspondence & Reporting

— Dining Dashboard Management

— Retail Management

— Understanding Retail Mobile POS

— Retail Management – Inventory

— F&B Management

— Understanding F&B Mobile POS

— Kick Start Your Mobile Ordering

— Managing Employees

— F&B POS Staff Training – CHECK ME OUT, I’M BACK!

For the Golf Pro

— Tee Time Dashboard Management

— Managing Employees – CHECK ME OUT, I’M NEW!

For questions about these training courses, reach out to [email protected].

Did You Miss the Clubessential Live Enhancement Review? Our Education and Product Teams met LIVE last month to discuss the recent product enhancements and releases that have been pushed out to you, as well as what’s on the horizon here at Clubessential.

We explored and explained these recent enhancements (and more!):

— The release of In-App Messaging and Community Feed in our Mobile App

— New reporting tools, including the CE Payments Daily Summary Report

— The launch of our new Kitchen Display System

— The availability of a Specialist/Provider dashboard within Spa/Professional Services

— The ability to create infinite quantity vouchers

You asked and we listened – starting now, keep an eye out for your monthly Did You Know? CE Tips and Tricks video. Take less than five minutes to join us as we share with you helpful, lesser-known features, different ways to use system operations, and automations that can help improve your day-to-day experiences. This month, join Education Specialist Emily Carlson as she demonstrates how to create a button on your website to create the perfect solution for YOUR club’s needs.

Mobile App Improvements

— App Calendar Filter has been added for members to filter the Club Calendar on the app to see only events in a certain category, like Golf or Social events for example

— Community Feed- Members can now add photos to posts

— In-App Messaging- Photo support for admins and members- Users can now include photos with their messages (text must be included to send the image)


Reservations Improvements

— Spa Mgmt/Professional Services- Admins can edit the item/SKU price for services that have previously been booked


Office Improvements

— Clubs utilizing item combos with duplicate items included in the combo now have the ability to adjust the price of the duplicate items within the combo.

— Clubs now have the ability when creating vouchers to mark them as “infinite quantity” which will allow the vouchers to be used indefinitely until the expiration date has been reached. These vouchers will not appear on voucher related reports, and will be excluded from the voucher expiration wizard except to allow for the expiration date to be changed

— Clubs now have the ability to access mobile pos timekeeping data within the manage timekeeping node of CMA

— Clubs also now have access to mobile pos timekeeping data within the timekeeping export


Mobile POS Improvements:

— Clubs looking to utilize item category filtering on credit book types in MPOS will now be able to sync the credit book to POS and have that setting be respected.

— Clubs configured with the new spa systems now have the ability to have their members check-in for their reservations via the new “Find my appointment” button on check-in configured devices

— Mobile POS will now display the number of new incoming orders on the Mobile Orders tab as long as the device is signed in and awake

— Tee times: Shotguns now display with all start tees and start letters (if applicable) in Mobile POS for booked and open times


Like what you see? Click here to get help implementing these new features!

We want to ensure you continue to receive important information regarding available training, services, and solution updates. Please use this form to update your contact information or the contact information for others at your club.

Whether you are ready to expand your Clubessential solution and need budgeting information or have questions about redesigning your website, adding cloud-based Mobile POS, the Next-Gen Mobile App, or any other upgrade, be sure to connect with your CSM today!

If you are, fantastic! That’s our goal! We’d greatly appreciate it if you’d leave an online review through Capterra. Capterra offers a neutral platform for verified software users to share their experiences working with different programs. It helps us to see how Clubessential measures up to your expectations and it only takes a few minutes — you can get started here.

What are some unique ways your club has been accelerating from essential to extraordinary? We would love to hear from you!

Email [email protected] with your ideas and stay tuned for details!

Join the Clubessential Community to share your voice and submit your ideas for product enhancements.

We’ve made it easier than ever for you to engage with us. Our newly improved Community portal has a re-designed user interface complete with chat support –because your voice is the most important one in the mix.

Through the Community, you can easily create, view, and manage support cases; find answers and tips in the Clubessential Knowledge Base, and share and vote on new ideas for solutions and support. The Clubessential blog and latest Release notes are also readily available.

How can we better serve you each month within the e-newsletter? Tell us what you want (and need!) to see. We’ll do our best to make it happen.

Email [email protected] with your ideas and stay tuned for details!