Clubessential May Newsletter — We Climbed The Digital Summit!

Kelsie Stone

May 23, 2023

On Wednesday, May 17th, we joined with private club patrons and thought-leaders to build the future of the industry. The 2023 Clubessential Digital Summit’s interactive sessions highlighted new and trending industry technology, featured conversations with real Clubessential customers, and dove into questions from our live attendees as we navigated these pertinent topics together.

If you missed the Summit and want to access the recordings, click here!

Two popular Clubessential trainings are back for your convenience – if you’ve got new staff, let us train them for you! For more info on these F&B and Retail Staff POS sessions, read on.

Be sure to read about this month’s special feature – the Clubessential Community! Exclusively for Clubessential customers, the Community serves as a one-stop shop for several support and training materials.

When it comes to the future of our industry, you deserve VIP treatment.

You and your club comprise the lifestyle, tradition, and lifeblood of the private club industry – providers like us would have nothing to sustain without your incredibly hard work, day in and day out.

In other words, we can’t build anything without you, because you are the future.

At Clubessential, we believe deeply in giving back – not just through service, support, and solutions, but also through thought-leadership, education, and innovation.

That’s why we pour our time and resources into the annual Clubessential Digital Summit, where industry trailblazers share their insights and collaborations with the people who matter the most.

We enjoyed diving in with our clubs and partners at this year’s Digital Summit! If you missed the live Summit, don’t worry – you can still access the educational and informative content online, so you can scale the Summit on your own time.

If you haven’t yet, we would love for you to join us at the Clubessential Community! We created a (free!) place for you to go for enhanced access to support and training as well as a forum to share ideas and get information on the latest and greatest in the Clubessential world. It’s a space designed for you to connect with our community members and gain new knowledge.

Your membership to the Clubessential Community includes access to manage your club’s cases right at your fingertips. Through the community portal you can create new casessee the status of any you have already submitted, or even check in on other cases your team members are involved in. Your membership also includes an exclusive chat feature, where you can receive assistance via instant messaging – all within the community website.

Other features include the Ideas area which allows our community members to submit ideas, comment on others’ posts, and vote on which suggestions are the best (upgrades coming soon!). Additionally, you will have direct access to training materials – from documentation to live training sessions, even including recordings of past training and webinars!

When you sign up, you’ll be able to:

— Get Visibility Into Support – View and manage all your cases.

— Maximize Your Investment – Access in-depth training and support for your club.

— Stay Ahead of the Game – Check out upcoming release notes before they take effect.

— Help Decide the Future – Submit AND vote on new ideas for Clubessential products and support!

Click here to get connected with the Clubessential Community!



We attended the National Club Conference in Chicago, Illinois from May 7th to May 9th. It was wonderful connecting with many of you!

— Upcoming!

Connect with us June 18th through the 21st at the regional CMAA show in Delray Beach, Florida! Access our Facebook page to follow our regional show attendance as we meet with our clubs across the country.


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 May:

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

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

— Retail POS Staff Training – CHECK ME OUT, I’M BACK!

— F&B Management

— Understanding F&B Mobile POS

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

— Kick Start Your Mobile Ordering

— Managing Employees

For the Golf Pro

— Tee Time Dashboard Management

— Managing Employees

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

New Retail or F&B Staff? Let us train them for you!

Have a fresh group of front-line staff? Need to get them trained on and familiar with your Clubessential Mobile Point of Sale? Let us help! We’ll get your new staff up to speed on the system with these courses, which are also designed to refresh your veteran staff on best practices, necessary processes, and all the day-to-day essentials of working within the Clubessential Mobile Point of Sale.

Retail POS Staff Training 

June 8th | 1pm ET

Have your retail staff join us for a quick overview of our Mobile POS, in a training session designed specifically for them. They will learn the basics of ticket management, reservation systems integrations, and other aspects of what is needed in your day-to-day within the system.

Get Your Staff Registered for Retail Training!

F&B POS Staff Training 

June 14th | 3pm ET

This session is built for the F&B crowd as a quick overview of our Mobile POS, as viewed by the wait staff. They will learn the basics of ticket management, reservation systems integrations, and other aspects of your day-to-day essentials within the system.

We’re delivering bite-sized education to your inbox with our a new Did You Know? CE Tips and Tricks video every month. Take less than 5 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 Ben Hacker as he demonstrates an easy move to get out of a locked-up report preview.

Mobile App Improvements

— In-App Messaging- can now link directly to the Staff tab of the Directory or the Messages tab in Notifications/Messages section of app. Quicker and more convenient for members to message staff requesting Valet, Golf Bag, etc.

— 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) which allows for Reporting an Issue on property and including a photo with the message to staff.


Reservations Improvements

— Courts- Edit Block Series Now Available- instead of removing a series of blocked courts and then adding a new Block Series, you are now able to Edit the Series and adjust the Block Title, start/end time, and courts in the series going forward.

— Spa Mgmt/Professional Services-

– Providers/Pros can now sync their appointments/lessons to their phone calendars, URL is located in the Specialist set up area

– New setting for services to make the service available for Admin Only Booking- would not display as an available service for members to select when booking their own appointments/lessons

— Tee Times: Added a Daily option for recurring tee times

— Updated Recurring Reservation logic to include the End Date in the recurring series

KDS Improvements

— Clubs that are utilizing our KDS system will now see a new Notification Icon in the upper right hand corner of the screen which will display the 10 most recent events in the KDS helping their kitchen staff to track what is going on during a busy time period

— Clubs utilizing our KDS system may now also notice that the overall ticket timer has been uncapped from the previous cap of 99:59 allowing for more precie reporting on any ticket that was in the KDS longer than 99 min 59s

— The KDS Bump Bar will now also switch between table # and ticket # when a user presses on the ticket header to help eliminate confusion when information is being called out to the kitchen staff

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

Click here to watch the Monthly Enhancement Recap!

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.

Leave Us A Review!

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!