January 2023 Newsletter — Welcome to 2023!

Kelsie Stone

January 18, 2023

The seasons continue to change, but Clubessential’s investment into accelerating your club experience from essential to extraordinary does not.

We’re back with a new live training session to highlight everything you need to know about your Clubessential software! Check out the details about the Managing Employees module below, as well as a refresher course on Year-End Readiness if you missed the last three sessions.

We’re also excited to meet with you again at PGA 2023!

Clubessential is heading to sunny Orlando for the PGA Show January 24th-27th! We’ve got an impressive lineup to share with you at the show featuring our newest products and features.

Every solution at Clubessential is carefully designed to help you accelerate your member experience from essential to extraordinary, and we’re dedicated to continuing that mission side-by-side with you.

Visit Booth #3801 to meet with us and talk about the exciting new ways Clubessential can support your club’s growth and success – such as the Clubessential Kitchen Display System or the Next Gen Spa Management and Reservations solution.

Do you have questions or want a consultation? We’d love to meet with you face-to-face!


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 January 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 JANUARY:

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 – CHECK ME OUT, I’M NEW!

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]. 

We’re excited to announce a new session in the Clubessential Live Training portfolio.

Launching January 31st at 2pm ET, this live breakdown of the Employees Module will cover everything needed to ensure your staff is fully equipped to perform their assigned tasks. We’ll go over the tools that area and department managers have at their disposal to keep track of schedules as well as the Time Clock employees will use to track their time.

From employee discounts to syncing employees to the website, we’ve got you covered. If you’re new to Clubessential or simply need a refresher on Managing Employees, join us this month for a complete breakdown of the Employees Module.

Do you need a refresher on budgets, 1099s, or other aspects of Clubessential as the year draws to a close? We’ve got you covered with the Year End Readiness series, which goes over everything your club needs to know about our software and wrapping up your fiscal year.

Reservations Improvements

— Spa Management/Professional Services Reservations and Management:

– Support for Add-Ons: Add ons for services can be created and added to appointments that can change the duration or price

– Ability to edit the frequency or the day of the week for recurring appointments

– Drag and drop reservations to a different time or provider

– Ability to add a recurring block for a Provider

– Ability to delete a recurring block for a Provider

Website Improvements

— We now prevent emails from being sent to members with a future start date. Emails will now only send once the member reaches their active start date.

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!