If you are a new user or want to learn more about Golf Genius - Golf Shop, we encourage you to familiarize yourself with the following information, which will help you get off to a successful start or serve as a refresher. Golf Shop is a proven cloud-based software that you can use to streamline and manage:
Special orders
Online Order Forms
Stock orders
Track demo clubs
Organize club repairs
Manage Rentals
Lost and Found Items
Simplify staff scheduling
Tasks
Surveys
Member Portal
Automate member communications
Member, Vendor, Guest Lists, and more.
Golf Genius - Golf Shop offers many innovative features and powerful tools to help you manage your golf shop’s day-to-day services. Like any new software product, it is essential to dedicate time to learning and understanding the product so it works smoothly for you. We believe you'll quickly realize how powerful Golf Genius - Golf Shop is, saving you and your team valuable time, enhancing member experiences, and boosting your golf operations revenue.
Setting up your Golf Genius - Golf Shop Account
Before diving in, taking the necessary steps to set up your account is vital.
You'll need to add Customer Managers for administrative access, upload your membership (roster), and add vendors, logos, banners, and more. You will also want to review the general settings to align Golf Shop with your previous systems.
Topic | Description | Related Articles | Video |
Managers | Add other managers (users) and give managers administrative access. |
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Logo(s) and Banner(s) | Upload your default logo and banner and alternates for use on communications, reports, and more. |
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Review customer notification settings and automated email and text to ensure they meet your club’s standards. | |||
Merchandise Settings | Manage and customize merchandise fields, categories, and forms, allowing you to capture the right details when creating orders. | ||
Set your stock order sizing tables. |
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Manage your members profiles to ensure you capture the correct information. | |||
Include all your vendor’s information for easy access to your portals and reps information. | |||
Upload demo clubs and capture specific details to best organize your demo clubs. | |||
Upload rental clubs and other rental inventory, including item specifics, to easily keep track of rentals. | |||
Upload grips, create repair types, and add repair technicians. |
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Create Task Tags and groups to send tasks to. | |||
Review the general settings to align Golf Shop with your previous systems. |
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Learning Resources
To help you become a productive and experienced user of Golf Genius - Golf Shop, we highly suggest using the following resources:
Knowledge Base: Our Knowledge Base consists of up-to-date articles, FAQs, and videos to help you set up and manage your account. To access the Knowledge Base, click the orange HELP icon on the right (as shown below).
A list of suggested articles and FAQs will be displayed when you click the bubble. These suggested articles are relevant to the page you are viewing. If you cannot find the answer you need after reviewing the recommended articles, you can search or browse the entire Knowledge Base.
Spotlights: Throughout the year, we send spotlights focusing on key features of the software. We send these spotlights out via email and archive them in the Knowledge Base. To view a list of archived spotlights, Click Here.
Getting Familiar with Golf Genius - Golf Shop Features:
After completing the initial account setup steps (above), you will want to get familiar with each feature to start creating special orders, stock orders, issuing demo clubs, and more.
Topic | Description | Related Articles | Video |
Mobile App | Use the mobile app to enter, place, and receive special/stock orders, scan demos/rentals, and more. |
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Integration with other systems makes everything "work together" for our customers and improves productivity. |
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Promote, collect, and track orders for specialized vendor promotions. |
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Learn about entering, placing, and receiving special orders. | |||
Special Order with Multiple Items | Learn about managing multi-item special orders |
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Learn how to create and send online order forms to your members, guests, and TM Events. | |||
Learn about entering, placing, and receiving stock orders | |||
Learn how to manage your demo fleet with ease | |||
Learn how to track your rentals | |||
Learn how to track and manage your repair order |
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Learn about our integrated staff scheduling feature | |||
Learn about our task management feature | |||
Learn how to build and send surveys to your members | |||
Manage lost and found items with ease. |
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Learn how to send email and text messages and view email delivery reports |
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Learn how to access existing reports or build new reports |
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Create a customizable website to share with members so they can view personalized information related to the Golf Shop. |