March 2023 Newsletter — Featuring You!

Kelsie Stone

March 16, 2023

We’re marching to the beat of a new drum at Clubessential! Featuring our LIVE Enhancement Review, new and returning live trainings, and an all-new monthly CE Tips & Tricks section (as requested!), March’s newsletter is a wealth of information.

Our spotlight this month shines on our most valuable partner – you! Keep reading to hear what our clubs have to say about Clubessential as we pass the mic to the voices that really matter.

Clubessential software was built specifically for private clubs. 

As we continue innovating technology to accelerate member experiences beyond essential to extraordinary, we like to hear from the private clubs we serve – checking in lets us know we’re fulfilling our mission statement: 

“To empower our clients through solutions to create highly connected, data-informed relationships with their current and potential membership – to better attract, retain and serve their members for life.”

With a mission statement that serious, we have to be intentional about listening to what our customers have to say. We consider it a peer review of sorts – and we’d like to share what other clubs are saying about us in those reviews.


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 August 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 March:

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

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

— 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].

Whether you’re new to Clubessential or need to revisit some topics, we’ve got you covered with these live training sessions. We’ll be on the other side of the screen – live – to answer questions and guide you through all things Clubessential. Click below to register today!

Retail POS Staff Training

April 6th | 1pm ET

Join us for a quick overview of our Mobile POS as viewed by the retail staff. You’ll learn the basics of ticket management, possible reservation systems integrations, and other aspects of your day-to-day within the system. Managers, this is the course for your new staff to take to get up to speed with the system as well as your veteran staff for a refresher.

F&B POS Staff Training

April 13th | 1pm ET

This session features a quick overview of our Mobile POS as viewed by the wait staff. You’ll learn the basics of ticket management, possible reservation systems integrations, and other aspects of your day-to-day within the system. Managers, this is the course for your new staff to take to get up to speed with the system as well as your veteran staff for a refresher.

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 Ben Hacker as he demonstrates how to modify grids in Office to create the perfect solution for YOUR club’s needs.

Reservations Improvements

— Dining Reservations- Cancellation cut-off setting has been added to restrict members from canceling dining reservations online a certain number of hours (i.e. 24 hours) before their reservation

— Tee Times- Round length (9 or 18) now displays when using Print Tee Sheet

— Tee Times/Courts/ Dining- the date field now defaults to the day you were viewing before hitting Manage Blocks, and will persist even if you click View Blocks, and toggle back to Add/Edit Block tab.

— Spa Management/Professional Services-

– Added more duration options for services- now up to 480 minutes

– List of services now shows how many durations are associated with each service (previously it only showed a max of 3 durations)

– System name now shows in the browser tab (Spa, Personal Training, etc.) so that clubs who have more than one system can easily identify which tab goes with which system

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!

It’s time for the next Clubessential Live Enhancement Review!

If you haven’t heard, The Clubessential Education and Product teams will be LIVE Wednesday, March 29th at 3 p.m. ET to discuss the recent product enhancements and releases that have been pushed out to you in the past months, as well as what’s on the horizon here at Clubessential.

We hope to see you on the other side of the screen as we explore and explain these recent enhancements (and more!) on March 29th:

— 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

Looking for something to tide you over until the live session? 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.

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!