Overview: the club figures for the owner

Who sees this screen

Overview is only for the owner role. A club admin and a scheduler do not see the tab, and anyone who opens the page anyway gets the notice "Owners only". That is deliberate: these are the club's revenue figures.

The five figures at the top

• Booked value: the value of confirmed and completed lessons in this period. Cancelled lessons and no-shows are not counted here.
• Received: the registered payments for the lessons in this period. A paid lesson that was cancelled keeps counting as long as it has not been refunded. A refunded lesson is not counted here.
• Outstanding this period: what still has to come in for lessons in this period, up to and including today. Future lessons are not counted here. This is the only tile you can click; it takes you to the Outstanding work list. That list counts more: everything outstanding up to today, also from earlier periods, plus courses paid at the front desk. The amount there can therefore be higher.
• Bookings and No-shows: numbers, not amounts.

Choosing the period

Above the figures are four buttons: This week, This month, Last month and Custom. Next to them are two date fields that always show the active range. If you change a date there, the period jumps to Custom by itself.

The three fixed periods are already fetched as soon as the screen is there, so switching is instant.

The period is about the lesson date. So the overview is not a list of all payments that came into your bank account within that same period. A lesson in September may already have been paid in August, for example.

The updated overview can also process periods with more than 1,000 bookings in full. Do check whether there is a notice about missing data before you use or export the totals.

The four breakdowns

Value per coach: the booked value of this period, highest coach at the top, with the number of bookings next to it. One colour that follows the height, not a colour per coach: you read the bar, you do not have to remember colours.

Channel and source: where the booking came from. The labels are Front desk, Club website, Coach website, WhatsApp, By the coach, External and Unknown. A booking made at the front desk counts as Front desk, even if it came in through the same booking screen: "where was this booked" then has an honest answer.

Booked value by payment type: At the front desk, Online (iDEAL), Package, Voucher, Gift voucher, Subscription or Free. This table adds up to Booked value, not to Received: a lesson is in it whether it has been paid or not. Refunds are not included. Voucher stands for a lesson that a discount code brought down to €0. A lesson with a partial discount is under the payment method it was paid with, for the amount after the discount.

Lesson type: per kind of lesson the number of bookings and the amount.

Exporting

1. Click CSV for one file with all four tables one under the other. The first column says which table it is. The file opens in Excel with the right columns and commas. If figures from a coach are missing, a line under the total says so, and the bottom of the file lists what is not counted.
2. Click PDF to open the print window. Choose "Save as PDF" there. The menu bar and the buttons drop out, and the club name and the period appear at the top.

What does not count

This is also at the bottom of the screen, because otherwise the figures do not match what you add up yourself:

• Credit use does not count as revenue.
• Bay rental is in a separate administration.
• Courses have their own figures under Academy.

Notices you may come across

• These figures contain demo data. Part of the bookings is sample material to show the screen. Those amounts are made up.
• The figures do not show all bookings in this period. This notice can still appear as long as a connected coach site has not received the reporting improvement. The totals and export are then incomplete. Temporarily choose a shorter period and contact Golfly if the notice stays.
• The figures for this club cannot be loaded right now. None of the club's coaches responded. You then see no tiles or tables, because zeros would suggest nothing was booked. Try again shortly. If the notice stays, contact Golfly.
• We could not fetch the figures of these coaches. The data of the coaches named is missing from the total; this does not mean they have no bookings or income. Reload the overview. Only use the total as a complete club figure once the notice is gone. If the notice stays, contact Golfly.

Related

• Outstanding: seeing who still has to pay and marking it as paid
• Signing in and your team: roles and permissions
• Schedule: booking, blocking, moving and keyboard shortcuts