This article will walk you through how to run the Internal Reports; reports and notifications that can be sent to staff via email.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
- All ClubReady Internal Reports will display on your email inbox as coming from mailsystem@clubready.com.
Staff Daily Payroll Emails Active: Report provides a daily email that summarizes the previous days bookings and time-clock hours, with a payroll period summary.
Always Notify Assigned To With New Prospect: Notification can be set to always send an email to a staff member when they are assigned a new prospect.
Notification When A New Prospect Is Added: Which is sent when a new prospect is added to the system. This can be limited to entries made via the prospect API (online).
Blind Copy Staff On New Agreement Emails To Clients: That allows staff to be blind copied on emails clients receive when they sign a new agreement.
Notification Whenever An Employee Discipline Record Is Entered
Agreement Amenity Report: That is a bi-monthly report showing all agreements sold by amenity included.
Invoice Change Report: Gives a daily invoice change summary.
Freezes Ending: Is sent on the last day of each month including a list of freezes set to end during the following month.
Chargeback Notifications: Report will provide an email notification if ClubReady receives a chargeback (credit card dispute) for any payments made at this club. It will be sent once we have matched disputed charges to payments in our system.
Note: Only applicable if ClubReady handles chargeback processing for your club
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access internal reports setup