When using Golf Genius - Golf Shop, it is important that you maintain an accurate and up-to-date member roster. The member roster contains a combination of system fields (last name, first name, email, cell phone, etc.) and custom fields (e.g., shirt size, shoe size, last grip replacement date, etc.) about 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 to 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 and be uploaded via spreadsheet. Note: If you need a member roster uploaded via spreadsheet, please contact our support team for assistance.
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.