When using Golf Genius - Golf Shop, it is important to maintain an accurate, up-to-date member roster. The member roster includes system fields (last name, first name, email, cell phone, etc.) and custom fields (e.g., shirt size, shoe size, last grip replacement date, etc.) related to your membership. These custom fields can also be populated via member surveys. For a brief video about populating member profiles with surveys, Click Here.
In this article, we will discuss the available options for building your member profiles.
Decide Which Method to Upload Your Roster
During the initial onboarding process, you will need to decide which method to utilize to upload your member roster. The following methods are available to upload a roster:
Golf Genius Tournament Management Sync: If you are a Golf Genius Tournament Management Club Customer, members (and their information) will be imported and synced every other day from TM Master Roster. Note: If you are a Golf Genius TM customer and want to know more about the TM Sync, Click Here.
Clubessential Sync: If you are a Clubessential customer, members (and their information) will be imported and synced every other day from Clubessential. Note: If you are a Clubessential customer and want to know more about this sync, Click Here.
Spreadsheet Upload: If the TM Sync or Clubessential Sync do not fit your needs, your members roster can be uploaded via spreadsheet. Note: If you need a member roster uploaded via spreadsheet, please contact our support team for assistance.
Manual Entry: If you have a small membership and are only adding a few new members, you might be able to add them manually. For details on manually adding members to your roster, Click Here.
For help determining which method to use, Click Here to review our FAQ article.
Viewing the Member Roster
After the member roster is synced or uploaded, it can be viewed on a browser or the mobile app. Click Here for more details about viewing and updating the roster on the mobile app. With your member Roster now established, you can select a member to place special orders, manage demos, club repairs, and more for the uploaded members.
To access and manage your member roster, navigate to Club Details > Members > Roster (as shown below).
For more details about the member roster dashboard, Click Here.
Member Roster Dashboard
From your Member Roster Dashboard, you can manage your member roster, change what ihat information is displayed, take action on roster profiles, and search members. For more information on all the available options, Click Here.
Roster Search
The Member Search function allows you to search and find specific members by entering their name or email (as shown below).
Editing Member Information
There may be cases where you need to change or add member information. For instance, an email address or cell phone number may need to be entered or changed. For complete details on editing member profile, Click Here.
Resubscribing Members to Email
If a member has unsubscribed from emails, you can send them a message when editing the member profile so they can resubscribe. For complete details on resubscribing members to emails, Click Here.