Player’s card-on-file information carries over when converted to a customer

In 3.100, you can add a new player through Starter Hut and their credit card information as a card-on-file (COF), and then converting that player to a customer, their COF information transfers over to the Customer module.

To convert a player with a credit card on file to a customer

Note: This solution needs the player’s credit card information to complete.

1. Go to Starter Hut. Click the Starter Hut icon or select Go to from the top-menu bar and select StarterHut v3.

2. Reserve a tee time and add a new player with a card on file:

   1. Select a time cell and select Book a Tee Time.

   2. Click Add New. The Golfer Information pop-up dialog displays.

   3. Select the Player tab at the top of the box, and add all the information required (the red fields).

   4. Click the Add Card on File button below to add the credit card information. The AUTHORIZING TRANSACTION status bar displays, then the Please Swipe prompt displays.

   5. Click Manual Key to enter the card number in or swipe the card now. The AUTHORIZING TRANSACTION status bar displays again and then the reservation screen displays again.

   6. Check in the player. The player’s tee time displays on the tee sheet. Note: Checking a player in doesn’t start the conversion to a member.

3. To convert a player to a member:

1. Still, in Starter Hut, select Admin | Golfers | Player.

2. Search for and select the player.

3. Click the Make this player a member button below. The Set Class dialog displays.

   

4. Select the Set Class the desired class. The Set Member Type screen displays.

5. Select the Set Member Type. A message displays stating: Convert player to member success.



f. Click OK. 

4. To verify the credit card exists for this converted player in the Customer module:

   1. Click the Customer link in the top-left corner of the same screen. The Customer module opens.

   2. Look up the customer that you just converted.

   3. With the customer pulled into the Customer Information screen to the right, select the Credit Card/ACH tab mid-screen.

   4. Select the Manage Card On File button. The Customer Card On File Management pop-up displays with the card number masked to hide the actual credit card information.

      

5. Go back to the tee time and process the check-in transaction with the card-on-file.

Shout out to Karin Attolino@grgolfclub.com