Startup Steps

The first screen you will see when you run Club Manager for the first time will be the Club Information screen. This form must be completed before Club Manager can continue. This information is used for the assignment of your club prefix and for headings on reports, lists, etc. After completing the Club Information form you will need to do the following:

• Add your membership types. This must be done before any members can be added. Club Manager comes with five types (Regular, Junior, Senior, Family and Life) pre installed in the database. These can be removed if desired but at least one membership type must be in the database before you can add members themselves. When adding membership types you will need to set the fees for each type of membership. Fees include Initiation Fee, Dues and Monthly Minimum. Not all these fees are required but you must add the fee for Dues. To add membership types click on File at the main screen menu then select Add Membership Types. Add as many membership types as your require.
• After you have added the membership types and their associated fees you can begin adding your members. Click File at the main screen menu then select Add New Members. Enter the information for each member and click the green Save button to add additional members. Add as many member records as you require. There is no limit to the number of members you can add. More information about adding new members can be found at the New Member Enrollment page. In the event you need to update or delete members and / or membership types you can click on Update at the main screen menu.
• When adding notes to individual member records be aware that the Notes field is limited to 250 characters max. Be as brief as possible when adding data in this field.

Finding Your Way Around Club Manager

The Main screen menu is located at the top of the main display screen. The options available to all users are shown below. This is the screen to which you will always return after exiting any of the forms and report screens.

The primary buttons on all forms in Club Manager can be identified by their colors as follows:

• Save buttons are green
• Cancel and Clear buttons are yellow
• eXit buttons are amber/orange
• Delete buttons are red

Note: The above colors may vary depending on your own screen resolution.

The Cancel and Clear buttons both do the same thing and that is to clear the fields on a form and allow you to start over. The eXit button simply exits the form window and returns you to the Main screen as shown above. It does not save the record before closing the form window. The record must be saved by clicking the green Save button before exiting the form window.To save the information on any of the form screens just click the Save button.

When saving a record Club Manager will check to see if all the required fields have been completed and the proper type of data entered. If it finds, for example, letter characters in a field where only numbers should appear you will receive a message indicating what the problem is and return you to the field requiring your attention.

Before a record is deleted Club Manager will always give you the opportunity to change your mind. Once a record is deleted it is removed permanently from the database and can't be recovered.