How to Search for a Players record and Add a New Membership Record to Your Club Platform
1. In Clubhouse, Member Search enter the person Surname, First name, Set Status to Current and Resigned Members and SEARCH
2. Click this dropdown.
3. Click this button.
4. If no members are returned, change the CLUB selection to ALL CLUBS and then SEARCH
5. Click this button.
6. If no members that relate to the person you are wishing to add to your membership list select NEW MEMBERS
7. Enter information in the fields and remember to select the correct Gender
8. An Email and Date of Birth are required for all members you wish to add to your recordfs.
9. Type "01/01/1950"
10. You will then have the option to add them to a particular Membership Category - If you have not set these up in advance then you should stop this process and follow the How to Guide - https://scottishgolfltd.zohodesk.eu/portal/en/kb/articles/how-to-add-a-new-membership-category-and-set-parameters-in-clubhouse
11. Once you have selected the correct membership category select SUBMIT
12. This will now create a membership profile for your member and generate a membership number (CDH number for a playing members - Remember to SAVE the profile
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