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Club & Location Settings

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    Configuration

    • Text Usage Analytics Dashboard
    • Existing Referral Assignment Transfer
    • New Referral Assignment
    • Guests Checking In Across Multiple Locations
    • SMS Phone Number Configuration

    Settings

    • Follow Up Settings
    • Location Other Email Addresses (Notifications)
    • Telephone Inquiry (TI) Script
    • How To Add/Remove Marketing Sources
    • How Can I Add a Region to Club OS?
    • Location Defaults
    • Manually Reset/Change an Account Password
    • How to set KPI goals?
    • How Do I Set An Individual's Dashboard KPI Goals?
    • Dynamic Content / Merge Tags

    Permissions

    • Account Settings: Permissions [Breakdown]
    • Permissions in Club OS

    Employees

    • Manager Types
    • Revoke or Restore Employee Access to Club OS
    • How Do I Add Employees to Club OS?
    • How Do I Edit a Staff Member's Role?
    • How do you delete an employee account?
    • What to Do When an Employee is Terminated

    Schedule/Calendar

    • Calendar event change notifications
    • Add Your Schedule/Set Calendar Availability
    • Add, Edit, or Delete Calendar Events
    • Manually Update Event Status
    • Event Reminders for Attendees and Event Owners
    • Calendar Icons for Attendees and Events
    • Edit Employee Order on the Calendar
    • Subscribe to your Club OS Calendar
    • Follow-Up Status Settings

      Introduction The Follow-Up Status Settings are available to Club Admins, and are used to determine when users move into certain...

      August 4th, 2025 3 views 0 likes

    • How Do I Edit a Staff Member's Location Access?

      Club OS enables club admins to add, remove, or change a staff member’s Location Access. Granting a staff member access...

      August 4th, 2025 4 views 0 likes

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