VMS Onboarding Checklist

VMS Onboarding Checklist


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    • VMS Onboarding Overview & Guidance - Project Plan

      The below template is aimed at helping you manage your transition from existing provider to VMS. It details steps involved to configure specific modules as well as considerations you should take before and during the migration period. There is an ...
    • 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 ...
    • How to Publish an Open Competitions to SG Website for Non VMS using clubs

      How to Publish an Open Competitions to SG Website for Non VMS using clubs 1. Navigate to https://live.clubhouse.scottishgolf.org/ 2. Click "EVENTS" 3. Select the date of the Open Competition 4. On the specific date, select "New" 5. Enter the name of ...
    • Adding a New Member

      1. Navigate to https://live.clubhouse.scottishgolf.org/TabMembers.aspx 2. Click this button to add a new member. 3. You can then choose to assign a playing or non-playing membership category depending on the membership categories you have set up. 4. ...
    • Using Cloud Based Attachments in VMS Communications

      Using Cloud Based Attachments in VMS Communications 1. Navigate to Clubhouse - Communications 2. Create a communication Template or Draft in the normal manner 3. When createing your communication draft in the body of the text instead of attaching a ...