Memberships

Memberships

Memberships are managed in WisePlatform using the contract management tool. When a new contract is activated for a customer, the system automatically grants them the relevant rights and roles, such as booking rights on the golf course, access to restricted content on the website, and discounts on selected products and services.

A tag is also automatically added to the customer’s profile, making it easier to segment members for marketing purposes.

In addition, the automation tool can be used to automatically trigger emails and other actions when a contract is activated.

Surveys

Marketing - Data acquisition - Surveys

https://admin.ukgolfdemo.fi/?action=surveys

The data collection tool can be used to digitalise the membership application process. Customers can fill in a membership application form directly on the club’s website if they wish.

When the application is submitted, a CRM contact is automatically created for the applicant. An automatic confirmation message can also be sent both to the applicant and to the club office.

Contracts

Sales - Sales - Contracts: https://admin.ukgolfdemo.fi/?action=contracts

Once the information about a new application has been received, we can move on to contract management. I have created a contract template called "Full Membership - Contract Template", which includes several products, such as the Entry Fee, Full Membership, Locker and Buggy Fee.

The contract template can be copied and saved for the customer who submitted the application. Any products that the customer has not selected can easily be removed from the contract.

Once the contract is approved, all the booking rights, roles and tags defined in the settings are automatically assigned to the customer.

Reservation rights

Golf - Reservation rights: https://admin.ukgolfdemo.fi/?controller=access&action=listaccesscontrolcategories&type=2

In the reservation rights management, different categories can be created for tee time bookings. These categories affect both reporting and the actual booking rights.

For example, a "Full Membership" can be configured to allow bookings at any time, whereas a "5-Day Membership" can be restricted to weekdays only.

The reporting also allows you to track how many members have a particular booking right and how many rounds they have played on average.

Roles

Settings - Roles - Role management: https://admin.ukgolfdemo.fi/?action=listroles

Roles can be used to provide discounts on selected products and to grant access to members-only sections of the website.

There is no limit to the number of roles that can be created, allowing different membership categories to have their own pricing, discounts and access rights.

Roles can also be used to manage admin-side permissions. For example, a specific role can be created for the club’s board members, giving them read-only access to selected reports.

Tags

CRM - Settings - Tags: https://admin.ukgolfdemo.fi/?action=edittags

Tags can be used to segment different customer groups and target email marketing accordingly.

They also make it possible to create automatically updated mailing lists, for example for current members, former members and visiting golfers.

Products

Sales - Products - Products: https://admin.ukgolfdemo.fi/?action=listproducts

In the product settings, you can define the booking rights assigned to the customer, the price of the product, VAT and the relevant accounting account.

If the product is sold through the online shop, you can also define what type of contract is created when the product is purchased and how the invoices are generated.

AMS - Automation Management System

https://admin.ukgolfdemo.fi/v2/?action=automation

The automation tool can be used to automatically send an email to the customer and add the previously mentioned tags and roles.

Automations can also be created to automatically remove tags and roles when a contract ends.

We have created two example automations related to membership: one for activating a membership contract and another for ending a contract.