CLUB MANAGEMENT
CLUB MANAGEMENT
Connect all areas of your club into one spot. Built specifically for private clubs on the world's most powerful CRM system.
Connect all areas of your club into one spot. Built specifically for private clubs on the world's most powerful CRM system.
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Home
Analytics
Financial Landing Page
Month Close Landing Page
Reports
Dashboards
Accounts
General Ledging & Reporting
Financial Accounts
Balance Sheet
Financial Journal Entries
Profit and Loss Statements
Recurring Journal Entries
Run Bedget Report
Bank Reconcilation
Cash Flow Statement
General Ledger and Trial Balance
View Budget Summaries
Accounts Payable
New Vendor Invoice
AP Invoice and Member Billing
Post Invoices
Accounts Payable Aging
Vendor ACH | Credit Card Payments
Update 1099 Summary
Check Run
Manual Check
Accounts Receivable
Generate Dues
Generate Installment Billing
Generate Dues Credit
Credit Book
Check Deposit
Mass Payment
Mass Credit
Mass Charges
View & Post Minimum Spend Charges
Reset Minimum Amount Spent
Accounts Receivable Aging
Generate Late Fee Preview
Generate Statements
Approve Statements
Post POS Transactions
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Financial Managment
Member Management
Instantly sync member updates to all ForeTees systems. Handling all aspects of membership, from onboarding to retention.
Banquets & Events
Simplify the planning, management, and execution of all types of club events, ensuring smooth operations and satisfied guests.
Department Dashboards
Customizable dashboards offer real-time insights into the performance of the club, providing actionable data for decision-making.
Member Management
Instantly sync member updates to all ForeTees systems. Handling all aspects of membership, from onboarding to retention.
Banquets & Events
Simplify the planning, management, and execution of all types of club events, ensuring smooth operations and satisfied guests.
Department Dashboards
Customizable dashboards offer real-time insights into the performance of the club, providing actionable data for decision-making.
Member Management
Instantly sync member updates to all ForeTees systems. Handling all aspects of membership, from onboarding to retention.
Banquets & Events
Simplify the planning, management, and execution of all types of club events, ensuring smooth operations and satisfied guests.
Department Dashboards
Customizable dashboards offer real-time insights into the performance of the club, providing actionable data for decision-making.
Club Management
Home
Membership Landing Page
Month Close Landing Page
Accounts
Member Dues
Reports
Dashboards
McGuire - 247
Account Detail
Account Name
McGuire - 247
Joined Date
11/18/2022
Account Number
247
Parent Account
Status
Active
Description
Membership Type
Resident Social
Resident Status
Full Time
Contact Information
Street 1
1050 Country Club Lane
mcguire@email.com
Street 2
#100
Home Phone
123-456-7890
City
St Paul
Cell Phone
789-456-1230
State
MN
Zip Code
55126
Contacts
Action
Contact Name
Member ID
Relationship
Membership Type
Phone
Edit | Del
Joe Mcguire
247A
Primary
Resident Social
123-456-7890
joe@email.com
Edit | Del
Eva Mcguire
247B
Spouse
Resident Social
123-456-7890
eva@email.com
Edit | Del
Faye Mcguire
247C
Dependent
Resident Social
123-456-7890
faye@email.com
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Member Management
Home
Analytics
Financial Landing Page
Month Close Landing Page
Reports
Dashboards
Accounts
50th Anniversary Party
Event Details
Event Name
50th Anniversary Party
Status
Confirmed
Function Type
Anniversary
Event Manager
Stephanie Eiden
Event Date
2/14/2025
Notes
This is a surprise party for Eva's parents, Doug and Nancy
Start Time
4:00 PM
Event Website
www.fiftithanniversary.com
End Time
11:00 PM
Phone
Field
Location
Ballroom
Phone
Field
Contact Information
Billing Record Type
Member
mcguire@email.com
Account to Bill
Mcguire - 247
Phone
123-456-7890
Primary Contact
Eva Mcguire
Fax
987-654-3210
Deposit Details
Deposit Required?
Deposit Amount Required
$6,000
Deposit Due Date
12/14/2024
Deposit Amount Received
$6,000
Deposit Received Date
12/1/2024
Deposit Amount Remaining
$0.00
Line Items
Action
Line Item
Charge Item
Qty
Price
Amount
Tax
Service Charge
Total Amount
Group
Edit | Del
Room Rental Deposit
Ballroom Room Rental
1
$6,000.00
$6,000.00
$0.00
$0.00
$6,000.00
Special Events
Edit | Del
Line Item
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
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Line Item
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
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Line Item
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
Edit | Del
Contact Name
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
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Event Managment
Home
Membership Landing Page
Month Close Landing Page
Accounts
Member Dues
Reports
Dashboards
Generate Member Dues
Dues Billing Period
December
Category
--All--
Dues Billing Period Year
2024
Billing Frequency
--All--
Post Date
12/1/2024
Group
--All--
Due Date
12/31/2024
Account Name
December
Available Dues and Fees
Dues Name
Frequency
Financial Account
Category
Type
Start Month
Start Year
End Month
End Year
Notes
Custom Due
Select All
Social Membership Dues
Monthly
Social Member Revenue
Dues
Recurring
January
2024
Membership Fees
Select
Individual Golf Dues
Monthly
Golf Member Revenue
Dues
Recurring
January
2024
Golf Fees
Select
Family Golf Dues
Monthly
Golf Member Revenue
Dues
Recurring
January
2024
Golf Fees
Select
Hole-In-One Fund
Annually
Hole-In-One Fund
Fees
Recurring
January
2024
December
2024
Hole-In-One Drink Fund
Select
Locker Fee
Annually
Locker Rental Fees
Fees
One-Time
December
2024
November
2025
Optional Locker Fee
Select
Pool Maintenance Fee
Quarterly
Pool Revenue
Fees
Recurring
January
2024
Includes Pool Upkeep
Select
Event Space Rental
Per Event
Event Revenue
Fees
One-Time
Variable
Variable
Variable
Variable
Special Events
Select
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Member Managment
Home
Accounts
Financial Landing Page
Month Close Landing Page
Dashboards
Reports
ForeTees, LLC
Vendor Information
Account Name
ForeTees, LLC
W-9 Received
Account Number
7865
COI Recieved
Description
Club Management Software Provider
COI Expiration Date
1/1/2024
Contact Information
Street 1
1050 County Rd E West
foretees@email.com
Street 2
Suite 100
Phone
123-456-7890
City
St Paul
Fax
987-654-3210
State
MN
Website
www.foretees.com
Zip Code
55126
Description
Field
Accounting
Invoice Frequency
Annual
Default Account
Office Supplies: Software
Billing Terms
Net 30
Aging Effective Date
11/30/2024
Payment Method
Online
Total Balance Due
$6,000
Vendor Invoices
Action
Invoice #
Invoice Date
Due Date
Posted?
Amount
Aging Balance
Description
Edit | Del
83659
11/1/2024
11/30/2024
$6,000.00
$6,000.00
Annual Fee
Edit | Del
73524
11/1/2023
11/30/2023
$6,000
$0.00
Annual Fee
Edit | Del
45242
11/1/2022
11/30/2022
$6,000
$0.00
Annual Fee
Edit | Del
Contact Name
Number
Date
Date
$0.00
$0.00
FJE-00000
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Financial Managment
Home
Analytics
Financial Landing Page
Month Close Landing Page
Reports
Dashboards
Accounts
General Manager
Wednesday December 3, 2024
Dashboard
Monthly Club Sales
POS Category
Pro Shop
Pool
Food & Beverage
Events
Quarterly Golf Shop Sales
POS Category
Apparrel
Cart Fees
Clubs
Guest Fees
Bags
No-Show Fees
Accessories
Dashboard
POS Category
POS Category
POS Category
POS Category
POS Category
Calendar
Today 12/3/2024
Holiday Party
My Tasks
Today 12/3/2024
Holiday Party
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Financial Managment
View a quick snap shot or immerse yourself into your club's activities. Check in to each department and be better prepared for your day to day operations.
View a quick snap shot or immerse yourself into your club's activities. Check in to each department and be better prepared for your day to day operations.
CLUB MANAGEMENT
Home
Analytics
Financial Landing Page
Month Close Landing Page
Reports
Dashboards
Accounts
General Manager
Wednesday December 3, 2024
Dashboard
Monthly Club Sales
POS Category
Pro Shop
Pool
Food & Beverage
Events
Quarterly Golf Shop Sales
POS Category
Apparrel
Cart Fees
Clubs
Guest Fees
Bags
No-Show Fees
Accessories
Dashboard
POS Category
POS Category
POS Category
POS Category
POS Category
Calendar
Today 12/3/2024
Holiday Party
My Tasks
Today 12/3/2024
Holiday Party
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Financial Managment
Stay on top of Member Dues and Monthly Statements. Quick views of Member Activity can help keep any questions quick and painless.
Stay on top of Member Dues and Monthly Statements. Quick views of Member Activity can help keep any questions quick and painless.
ACCOUNTS RECEIVABLE
Home
Membership Landing Page
Month Close Landing Page
Accounts
Member Dues
Reports
Dashboards
Generate Member Dues
Dues Billing Period
December
Category
--All--
Dues Billing Period Year
2024
Billing Frequency
--All--
Post Date
12/1/2024
Group
--All--
Due Date
12/31/2024
Account Name
December
Available Dues and Fees
Dues Name
Frequency
Financial Account
Category
Type
Start Month
Start Year
End Month
End Year
Notes
Custom Due
Select All
Social Membership Dues
Monthly
Social Member Revenue
Dues
Recurring
January
2024
Membership Fees
Select
Individual Golf Dues
Monthly
Golf Member Revenue
Dues
Recurring
January
2024
Golf Fees
Select
Family Golf Dues
Monthly
Golf Member Revenue
Dues
Recurring
January
2024
Golf Fees
Select
Hole-In-One Fund
Annually
Hole-In-One Fund
Fees
Recurring
January
2024
December
2024
Hole-In-One Drink Fund
Select
Locker Fee
Annually
Locker Rental Fees
Fees
One-Time
December
2024
November
2025
Optional Locker Fee
Select
Pool Maintenance Fee
Quarterly
Pool Revenue
Fees
Recurring
January
2024
Includes Pool Upkeep
Select
Event Space Rental
Per Event
Event Revenue
Fees
One-Time
Variable
Variable
Variable
Variable
Special Events
Select
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Member Managment
Thorough coordination of suppliers, invoices, transactions and financial planning keeps everything under control.
Thorough coordination of suppliers, invoices, transactions and financial planning keeps everything under control.
ACCOUNTS PAYABLE
Home
Accounts
Financial Landing Page
Month Close Landing Page
Dashboards
Reports
ForeTees, LLC
Vendor Information
Account Name
ForeTees, LLC
W-9 Received
Account Number
7865
COI Recieved
Description
Club Management Software Provider
COI Expiration Date
1/1/2024
Contact Information
Street 1
1050 County Rd E West
foretees@email.com
Street 2
Suite 100
Phone
123-456-7890
City
St Paul
Fax
987-654-3210
State
MN
Website
www.foretees.com
Zip Code
55126
Description
Field
Accounting
Invoice Frequency
Annual
Default Account
Office Supplies: Software
Billing Terms
Net 30
Aging Effective Date
11/30/2024
Payment Method
Online
Total Balance Due
$6,000
Vendor Invoices
Action
Invoice #
Invoice Date
Due Date
Posted?
Amount
Aging Balance
Description
Edit | Del
83659
11/1/2024
11/30/2024
$6,000.00
$6,000.00
Annual Fee
Edit | Del
73524
11/1/2023
11/30/2023
$6,000
$0.00
Annual Fee
Edit | Del
45242
11/1/2022
11/30/2022
$6,000
$0.00
Annual Fee
Edit | Del
Contact Name
Number
Date
Date
$0.00
$0.00
FJE-00000
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Financial Managment
Effortlessly manage banquets, weddings, corporate events, and more with our comprehensive events management system, designed specifically for club staff. Our system simplifies every stage of event planning, from initial booking to final execution, allowing you to stay organized and focused on delivering outstanding experiences for your members.
Effortlessly manage banquets, weddings, corporate events, and more with our comprehensive events management system, designed specifically for club staff. Our system simplifies every stage of event planning, from initial booking to final execution, allowing you to stay organized and focused on delivering outstanding experiences for your members.
BANQUETS & EVENTS
Home
Analytics
Financial Landing Page
Month Close Landing Page
Reports
Dashboards
Accounts
50th Anniversary Party
Event Details
Event Name
50th Anniversary Party
Status
Confirmed
Function Type
Anniversary
Event Manager
Stephanie Eiden
Event Date
2/14/2025
Notes
This is a surprise party for Eva's parents, Doug and Nancy
Start Time
4:00 PM
Event Website
www.fiftithanniversary.com
End Time
11:00 PM
Phone
Field
Location
Ballroom
Phone
Field
Contact Information
Billing Record Type
Member
mcguire@email.com
Account to Bill
Mcguire - 247
Phone
123-456-7890
Primary Contact
Eva Mcguire
Fax
987-654-3210
Deposit Details
Deposit Required?
Deposit Amount Required
$6,000
Deposit Due Date
12/14/2024
Deposit Amount Received
$6,000
Deposit Received Date
12/1/2024
Deposit Amount Remaining
$0.00
Line Items
Action
Line Item
Charge Item
Qty
Price
Amount
Tax
Service Charge
Total Amount
Group
Edit | Del
Room Rental Deposit
Ballroom Room Rental
1
$6,000.00
$6,000.00
$0.00
$0.00
$6,000.00
Special Events
Edit | Del
Line Item
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
Edit | Del
Line Item
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
Edit | Del
Line Item
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
Edit | Del
Contact Name
Charge Item
0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Group
Search...
Search
Event Managment
Our Member Management gives club staff full access to detailed member information, making it easy to offer personalized service and streamline administrative tasks. With everything from contact details to membership history in one place, your staff can efficiently manage each member's unique needs and preferences that syncs with all ForeTees systems.
Our Member Management gives club staff full access to detailed member information, making it easy to offer personalized service and streamline administrative tasks. With everything from contact details to membership history in one place, your staff can efficiently manage each member's unique needs and preferences that syncs with all ForeTees systems.
MEMBER MANAGEMENT
Home
Membership Landing Page
Month Close Landing Page
Accounts
Member Dues
Reports
Dashboards
McGuire - 247
Account Detail
Account Name
McGuire - 247
Joined Date
11/18/2022
Account Number
247
Parent Account
Status
Active
Description
Membership Type
Resident Social
Resident Status
Full Time
Contact Information
Street 1
1050 Country Club Lane
mcguire@email.com
Street 2
#100
Home Phone
123-456-7890
City
St Paul
Cell Phone
789-456-1230
State
MN
Zip Code
55126
Contacts
Action
Contact Name
Member ID
Relationship
Membership Type
Phone
Edit | Del
Joe Mcguire
247A
Primary
Resident Social
123-456-7890
joe@email.com
Edit | Del
Eva Mcguire
247B
Spouse
Resident Social
123-456-7890
eva@email.com
Edit | Del
Faye Mcguire
247C
Dependent
Resident Social
123-456-7890
faye@email.com
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Member Management
Commonly Asked Questions
Can I easily add members to the system?
Can I easily add members to the system?
Is there an audit trail?
Is there an audit trail?
Can we customize our dashboards and reports? Can they be automatically emailed?
Can we customize our dashboards and reports? Can they be automatically emailed?
Is the system built in the cloud? Can I access it from anywhere with internet connectivity?
Is the system built in the cloud? Can I access it from anywhere with internet connectivity?
Are we able to restrict or control a specific user's access to the system?
Are we able to restrict or control a specific user's access to the system?
Pairs Well With
Pairs Well With
Pairs Well With
