Today: the front desk's morning briefing
What the screen is for
Today is the screen you open the day with. At a glance you see who is coming, what is going on with those people, which courses are on, what is still open from earlier days and who is ready for a follow-up course. Every front desk role gets it.
At the top are four figures about the chosen day: the number of lessons, the number of clinics, how many people are coming for the first time, and what is still open from this day. Under that last figure is what is still open from earlier days.
How to go through the screen
- Look at the four figures at the top: how many lessons, how many clinics, how many people are coming for the first time and what is open.
- Go through the "Who's coming" list from top to bottom and read the badges and the note next to the names.
- Mark as paid what is paid today, and send a message where needed.
- Then work through "Still open from earlier" and "Offer next step".
Choosing another day
With the Yesterday, Today and Tomorrow buttons you switch day. The choice is in the address of the page, so you can also send tomorrow's screen as a link or leave it open as a tab.
Who's coming
Every lesson and clinic of the day is sorted by time. Each line shows the time, the client's name, the lesson type and the coach. The name is a link to the client card.
The badges tell you what you need to know before you greet someone:
- First lesson: this client had no lesson with you before this day.
- Outstanding: there is still an amount open on this lesson.
- Recurring lesson: this client has an ongoing recurring lesson.
- Did not show: this lesson is marked as a no-show. Handy on yesterday's screen.
- The tags you have put on the client card yourselves.
If there is a team note on the client card, you see the start of it under the line. The full note is on the card itself.
A lesson that was not booked through your club is called Lesson via coach. You then see only the time and the coach, no name and no amount. That is the boundary between the club's calendar and the coach's own clients.
Message and Paid
Each client has two buttons:
- Message prepares a WhatsApp or email with the lesson reminder already filled in, as on the client card. You choose another template if needed, read the text and send it yourself; Golfly sends nothing automatically. The client's timeline records that a message was prepared.
- Paid appears as soon as something is still open on that lesson and marks it as paid, exactly as on Outstanding. The amount disappears from the counter at the top straight away.
If a client does not want messages (the switch on the client card), the Message button is disabled. That also applies under "Still open from earlier".
Courses
Here are the day's course lessons with the time, the title, the coach and the number of participants. The participant list itself is with the course in the Academy.
Still open from earlier
The ten oldest outstanding lessons from before this day, oldest at the top, with the amount and how many days it has been open. With Message you prepare the message about the outstanding amount, the same as on Outstanding. The button at the top right takes you to the full list.
Offer next step
Golfers who have completed a course and are ready for the next level, at most ten. You see the name, the completed course and the next step. The name is a link to the client page in the Academy, where you can sign them up, tick them off or send a message.
What you do not see here
- The content of coach notes, report cards or swing checks. That stays with the coach.
- Clients of lessons that were not booked through your club.
- Lessons at a location of another club.
Can't find your answer? Email support@golfly.nl.