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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
  3. Click Add Member

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