Getting started: setting up your club in ClubDesk

What Getting started is for

If your club signed up by itself, a Getting started card sits at the top of the schedule. It shows how many steps are done and which step is next, with a button to the screen where you set it up. The full list is under All steps.

Getting started is for the Club admin and Owner roles. A Scheduler does not see the card.

ClubDesk checks by itself whether a step is done. You do not tick anything off: as soon as you set something up, the step shows as done the next time you open the schedule or the list.

The steps you need

These four have to be done before golfers can sign up for a course and pay:

• Location. An active location of the club. Golfly sets one up for you when you sign up. You find it under Settings, in Locations and bays.
• Set up payments. Without Mollie, golfers pay at the front desk and you mark the payment as paid in Outstanding. With Mollie they pay online. Mollie checks your details, which can take a while. A new club starts with paying at the front desk, so this step is done straight away. You turn on online payments by connecting Mollie under Settings, in Integrations. See also Academy: paying for courses at the front desk.
• First course. A course in Academy with lessons still to come. A course whose lessons are all in the past does not count.
• Snippet on your site. The booking page is published under Settings, in Club branding, and there you copy the embed code for the club's website. ClubDesk sees whether the booking page is published. It does not yet check whether the code is actually on your website.

Steps that help

These steps are not needed to start, but they make the work at the front desk easier:

• Club branding. A logo or a colour for the booking page.
• Team. At least one colleague with access to ClubDesk. You invite colleagues under Settings, in Coaches and team, with the Manage front desk team button. See Signing in and your team.
• Add pros. Only appears in the list if Golfly has turned on adding pros for clubs. The step is done as soon as a pro is linked to the club.
• Your pros' lessons & prices. Appears as soon as the club manages a pro's lessons and prices. Done when every pro has at least one active lesson type. See Lessons & prices: lesson types, prices and working hours of your pros.
• Mollie for independent pros. Appears if the club manages an independent pro. Such a pro connects their own Mollie through a connect link that you send from Coaches and team. Done when the Mollie connection of every independent pro works. If a connection has dropped, the step opens again and you send a new link from Coaches and team.

Hiding or bringing back the card

If you no longer need the card, click the cross at the top right. That applies to you on this computer or tablet. A colleague still sees the card.

To bring it back:

1. Open Settings and stay on Overview.
2. Click Getting started.
3. Click Show on the schedule again at the bottom.

When all the steps you need are done, the card disappears by itself. The list itself stays available under Settings.

Clubs that were already there

If your club was already working with ClubDesk before clubs could sign up by themselves, the card does not appear on your schedule. You can still open the list under Settings, in Overview. A club without its own Golfly environment, where only independent pros teach, has no list.