---
title: Adding Customers and Events
description: Adding Customers and Events
---

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1. [Tee On Academy - Standalone](https://academy.teeon.com/en-ca/academy-standalone?hsLang=en-ca)
2. [Point of Sale](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca)
3. [Customers](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#customers)

# Adding Customers and Events

Before adding all of your customers to the Point of Sale, set the customer defaults for your Point of Sale.

 

For clubs who are new to Tee On and have access to a customer list in excel format, we can import this list to your system. 

 

**Adding a New Customer or Event**

To add a new customer to your system: 

1. Click **Admin**
2. Click [**Customers**](https://www.tee-on.com/images/uploadedImages/LearningZoneImages/Page_150/CustomersPOS.png)
3. Click [**Add Member**](https://www.tee-on.com/images/uploadedImages/LearningZoneImages/Page_150/AddMember.png)

**General Tab:**

1. Type in the General Information.
2. Capture photo with a webcam if desired.
3. Click **Next**

**Member Type Tab:**

1. Set the Category.
2. Set the Member Type.
3. Set Pricing Level.
4. Check the box beside ‘Is Active’.
5. If your member has an account, check the box for ‘Has Account’ and set the Account Limit.
6. Type in the Password (allows members to access the online portion of the software).
7. Click **Next**

**Notes Tab:**

1. Type any Notes for the member.
2. Click **Save**

- [New Features & Enhancements](https://academy.teeon.com/en-ca/academy-standalone/new-features-enhancements?hsLang=en-ca#main-content)

    - [New Features & Enhancements](https://academy.teeon.com/en-ca/academy-standalone/new-features-enhancements?hsLang=en-ca#new-features-enhancements)
    - [Point of Sale Upgrade Notes](https://academy.teeon.com/en-ca/academy-standalone/new-features-enhancements?hsLang=en-ca#point-of-sale-upgrade-notes)
    - [Tee Sheet Update Notes](https://academy.teeon.com/en-ca/academy-standalone/new-features-enhancements?hsLang=en-ca#tee-sheet-update-notes)
- [Troubleshooting](https://academy.teeon.com/en-ca/academy-standalone/troubleshooting?hsLang=en-ca#main-content)

    - [Tee Sheet Troubleshooting](https://academy.teeon.com/en-ca/academy-standalone/troubleshooting?hsLang=en-ca#tee-sheet-troubleshooting)
    - [Point of Sale Troubleshooting](https://academy.teeon.com/en-ca/academy-standalone/troubleshooting?hsLang=en-ca#point-of-sale-troubleshooting)
    - [Online Store Troubleshooting](https://academy.teeon.com/en-ca/academy-standalone/troubleshooting?hsLang=en-ca#online-store-troubleshooting)
    - [Payment Terminal Troubleshooting](https://academy.teeon.com/en-ca/academy-standalone/troubleshooting?hsLang=en-ca#payment-terminal-troubleshooting)
    - [Email Troubleshooting](https://academy.teeon.com/en-ca/academy-standalone/troubleshooting?hsLang=en-ca#email-troubleshooting)
- [Initial Setup](https://academy.teeon.com/en-ca/academy-standalone/initial-setup?hsLang=en-ca#main-content)

    - [Installation Documents](https://academy.teeon.com/en-ca/academy-standalone/initial-setup?hsLang=en-ca#installation-documents)
    - [Printer Setup](https://academy.teeon.com/en-ca/academy-standalone/initial-setup?hsLang=en-ca#printer-setup)
    - [Integrated Payment Terminal Configuration](https://academy.teeon.com/en-ca/academy-standalone/initial-setup?hsLang=en-ca#integrated-payment-terminal-configuration)
    - [Information Documents](https://academy.teeon.com/en-ca/academy-standalone/initial-setup?hsLang=en-ca#information-documents)
    - [Training Documents](https://academy.teeon.com/en-ca/academy-standalone/initial-setup?hsLang=en-ca#training-documents)
- [Tee Sheet](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#main-content)

    - [Using the Tee Sheet](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#using-the-tee-sheet)
    - [Customers](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#customers)
    - [Staff](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#staff)
    - [Templates](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#templates)
    - [Course Administration and Settings](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#course-administration-and-settings)
    - [Tournaments](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#tournaments)
    - [Leagues](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#leagues)
    - [Reports](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#reports)
    - [Online Pricing](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#online-pricing)
    - [Email Setup](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#email-setup)
    - [Messages](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#messages)
    - [Events](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#events)
    - [Website Plugins and Online Booking](https://academy.teeon.com/en-ca/academy-standalone/tee-sheet?hsLang=en-ca#website-plugins-and-online-booking)
- [Point of Sale](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#main-content)

    - [Using the Point of Sale](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#using-the-point-of-sale)
    - [Accounting and Reconciliation](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#accounting-and-reconciliation)
    - [Customers](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#customers)
    - [General Administration](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#general-administration)
    - [Gift Cards](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#gift-cards)
    - [Golfer Check-In](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#golfer-check-in)
    - [Inventory Administration](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#inventory-administration)
    - [Loyalty Point Program](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#loyalty-point-program)
    - [Opening and Closing Procedures](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#opening-and-closing-procedures)
    - [Ticket System](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#ticket-system)
    - [Express Check-In](https://academy.teeon.com/en-ca/academy-standalone/point-of-sale?hsLang=en-ca#express-check-in)
- [Food and Beverage](https://academy.teeon.com/en-ca/academy-standalone/food-and-beverage?hsLang=en-ca#main-content)

    - [Inventory Setup](https://academy.teeon.com/en-ca/academy-standalone/food-and-beverage?hsLang=en-ca#inventory-setup)
    - [Table Service](https://academy.teeon.com/en-ca/academy-standalone/food-and-beverage?hsLang=en-ca#table-service)
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    - [Other](https://academy.teeon.com/en-ca/academy-standalone/food-and-beverage?hsLang=en-ca#other)
- [Online Store](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#main-content)

    - [Getting Started](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#getting-started)
    - [Custom Forms](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#custom-forms)
    - [Online Store Page Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#online-store-page-setup)
    - [Item Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#item-setup)
    - [Online Gift Certificate Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#online-gift-certificate-setup)
    - [Online Membership Item Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#online-membership-item-setup)
    - [Online League Item Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#online-league-item-setup)
    - [Online Ticket Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#online-ticket-setup)
    - [Package Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#package-setup)
    - [Online Transactions](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#online-transactions)
    - [Membership/League Sales](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#membership-league-sales)
    - [Payment Setup](https://academy.teeon.com/en-ca/academy-standalone/online-store?hsLang=en-ca#payment-setup)
- [Online Beverage Cart](https://academy.teeon.com/en-ca/academy-standalone/online-beverage-cart?hsLang=en-ca#main-content)

    - [Getting Started](https://academy.teeon.com/en-ca/academy-standalone/online-beverage-cart?hsLang=en-ca#getting-started)
    - [Online Categories](https://academy.teeon.com/en-ca/academy-standalone/online-beverage-cart?hsLang=en-ca#online-categories)
    - [Online Beverage Cart Settings](https://academy.teeon.com/en-ca/academy-standalone/online-beverage-cart?hsLang=en-ca#online-beverage-cart-settings)
    - [Order History](https://academy.teeon.com/en-ca/academy-standalone/online-beverage-cart?hsLang=en-ca#order-history)
- [Online Payments](https://academy.teeon.com/en-ca/academy-standalone/online-payments?hsLang=en-ca#main-content)

    - [Credit Card Capture](https://academy.teeon.com/en-ca/academy-standalone/online-payments?hsLang=en-ca#credit-card-capture)
    - [Pre-Paid Tee Times](https://academy.teeon.com/en-ca/academy-standalone/online-payments?hsLang=en-ca#pre-paid-tee-times)
    - [Online Store Payments](https://academy.teeon.com/en-ca/academy-standalone/online-payments?hsLang=en-ca#online-store-payments)
- [Online Food Ordering](https://academy.teeon.com/en-ca/academy-standalone/online-food-ordering?hsLang=en-ca#main-content)

    - [Getting Started](https://academy.teeon.com/en-ca/academy-standalone/online-food-ordering?hsLang=en-ca#getting-started)
    - [Online Food Ordering Settings](https://academy.teeon.com/en-ca/academy-standalone/online-food-ordering?hsLang=en-ca#online-food-ordering-settings)
    - [Online Categories](https://academy.teeon.com/en-ca/academy-standalone/online-food-ordering?hsLang=en-ca#online-categories)
    - [Order History](https://academy.teeon.com/en-ca/academy-standalone/online-food-ordering?hsLang=en-ca#order-history)
- [Reservations (Resources)](https://academy.teeon.com/en-ca/academy-standalone/reservations-resources?hsLang=en-ca)
- [Time Clock](https://academy.teeon.com/en-ca/academy-standalone/time-clock?hsLang=en-ca)
- [Integrations](https://academy.teeon.com/en-ca/academy-standalone/integrations?hsLang=en-ca#main-content)

    - [Constant Contact](https://academy.teeon.com/en-ca/academy-standalone/integrations?hsLang=en-ca#constant-contact)
    - [Payment Terminal Integration (Moneris)](https://academy.teeon.com/en-ca/academy-standalone/integrations?hsLang=en-ca#payment-terminal-integration-moneris)
    - [Payment Terminal Integration (Global Payments)](https://academy.teeon.com/en-ca/academy-standalone/integrations?hsLang=en-ca#payment-terminal-integration-global-payments)
    - [Payment Terminal Integration (ETS)](https://academy.teeon.com/en-ca/academy-standalone/integrations?hsLang=en-ca#payment-terminal-integration-ets)
    - [Moneris Vault](https://academy.teeon.com/en-ca/academy-standalone/integrations?hsLang=en-ca#moneris-vault)
- [Golfer Help Files](https://academy.teeon.com/en-ca/academy-standalone/golfer-help-files?hsLang=en-ca)

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