What's New

What's New – Back Office

Keep up with all latest and greatest of enhancements coming to you in the new 12.3 release. Each class will be tailored to your department to show exactly where the new functionality can be found and how it works.

Ability to Export Data into Excel


Club Management – User Configurable Statement

  • Suppress Credit Balance Statements
  • Override Print/Email Option during Statement Run

Club Management – Communication Tracking

  • Assign Tasks to Multiple Users
  • Send Email to Originator that Task is completed

Hotel Management

  • Cancel Check In
  • Add New Member from Reservations Screen
  • Automatic Charge Routing to another reservation by Charge Type
  • Email Folio PDF Attachment

Accounts Payable

  • Cash Requirements List – Suppress Zero or Negative Suppliers
  • Month End Check Register option to print Cancelled Checks Only
  • Ability to archive a bank reconciliation

Administration

  • Deactivate Periods by Batch

General Ledger

  • Add Sticky Notes to Entries when entering journal entries
  • New GL Report with POS Items – drill down also from Inquires

Time Keeper

  • Staff Messaging Feature
  • POS Login has a Time Card print option
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What's New – Retail

Keep up with all latest and greatest of enhancements coming to you in the new 12.3 release. Each class will be tailored to your department to show exactly where the new functionality can be found and how it works.

Club Inventory

  • Inactive Stock Location
  • Disallow Markdown by SKU
  • Add delivery charges when receiving into Inventory

Point of Sale

  • Disallow Loyalty Earnings from Markdown Items
  • User Configurable Chit Design – Gift Receipt
  • Surcharge by Item
  • Email receipt to a member

Prepaid Services

  • Transfer part or all to another member

Tee Time Management

  • Notify Existing Player of Time Slot by Email of changes
  • End of Day Processing – Date Range Selection
  • Open Day – Date Range Selection
  • Golf Course Delay – Moving en mass reservations ahead or back
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What's New – Food & Beverage

Keep up with all latest and greatest of enhancements coming to you in the new 12.3 release. Each class will be tailored to your department to show exactly where the new functionality can be found and how it works.

Banquet & Catering

  • Prompt User to print Standard CEO with prices or without
  • Contact User Email on standard CEO & Invoices
  • Defined User Lists – More Info Added

Point of Sale

  • Member Pop Up Messages - Show At Rules follow VIP messages
  • End of Shift Report – Average Amount per Cover reported
  • End of Shift Added to Other Options in Toolbar
  • Setup Item Countdown by Day
  • Free Form Message to Kitchen
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Best Practices

Best Practices – Controller / GM

"What is the best way for our club to...?" "When should we...?" These are a very common questions put to our support team, trainers, and account managers. During these classes, we will discuss Tips & Tricks, Housekeeping & Maintenance, how to keep you and your staff up to date on new functionality and the best ways to implement the changes year to year.

Tips & Tricks

  • Month End Checklist
  • Journal Reconciliation Report for A/P
  • Member Communication Tasks

Housekeeping & Maintenance

  • Accounts Payable History – Monthly
  • Payroll & Timekeeper History – Annual
  • User - Annual
  • Build for the Future
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Best Practices – Food & Beverage

"What is the best way for our club to...?" "When should we...?" These are a very common questions put to our support team, trainers, and account managers. During these classes, we will discuss Tips & Tricks, Housekeeping & Maintenance, how to keep you and your staff up to date on new functionality and the best ways to implement the changes year to year.

Tips & Tricks

  • Countdown Items (Daily)
  • Tax Free Day
  • Title Case & Color

Housekeeping & Maintenance

  • History – Annual
  • Reporting
  • Build for the Future
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Best Practices – Membership

"What is the best way for our club to...?" "When should we...?" These are a very common questions put to our support team, trainers, and account managers. During these classes, we will discuss Tips & Tricks, Housekeeping & Maintenance, how to keep you and your staff up to date on new functionality and the best ways to implement the changes year to year.

Tips & Tricks

  • Photo Names
  • Address Short Cuts
  • UNC (Universal Naming Convention ) = UFC (Universal Field Convention)
  • Title Case
  • Dependent Files

Housekeeping & Maintenance

  • History – Annual
  • Status Rules
  • Build for the Future
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Best Practices – Retail

"What is the best way for our club to...?" "When should we...?" These are a very common questions put to our support team, trainers, and account managers. During these classes, we will discuss Tips & Tricks, Housekeeping & Maintenance, how to keep you and your staff up to date on new functionality and the best ways to implement the changes year to year.

Tips & Tricks

  • SKU/POS/UPC Code Convention
  • Price & Quantity Lookup
  • Return Chit Feature

Housekeeping & Maintenance

  • History - Annual
  • Reporting
  • Build for the Future
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Education Designed For You

Activity Management – Dining & Events

If your club’s Food & Beverage operations are an important part of your overall success, then this session is for you. Focusing on our Event Management and Dining Reservation applications, this class will walk attendees through the various processes which are critical to ensure a first class experience for members and guests. Specific topics covered will include:

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Activity Management – Sport

When it comes to club activities, your member’s experience isn’t simply based on how well they play, or how relaxing their spa treatment is. Their experience starts with a booking, sometimes made weeks in advance, and ends with an opportunity to book again.  This class will highlight various ways with which you and your staff can utilize the Court Booking, Class Scheduling, and Spa & Fitness applications to deliver the best possible overall member experience. Specific topics covered will include:

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Clubhouse Online & clubbroadCast Email Marketing

Designed for ClubHouse Online and clubbroadCast users, this session will provide its attendees with a comprehensive examination of the functionality available within both the website and the email marketing engine. Attendees should expect to improve their proficiency with respect to configuring their website and discover new methods by which to effectively and efficiently communicate with their members. Topics include:

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Membership Marketing

Marketing should be dynamic, constantly changing in response to the varying needs of your business, your club and your membership. Initiatives that were put in place several years ago may not meet the needs of today, and the array of tools you have at arm’s reach present various alternatives to the ways you once delivered your message. Our in-depth Membership Marketing session will focus on optimizing membership communication and how to effectively leverage tools such as Websites, Email Marketing and Social Media to achieve your Membership Marketing goals. In addition, we will examine some of the vital information stored within your Jonas Club Management system that you can use to your advantage.

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Reports Available

Not into writing your own reports? Just need to get the information? Jonas has over 2,000 standard reports that can show you what you need. This session will go through the various reporting options and how to find them.

Report Finder

  • How to Search
  • How to Publish

Options

  • By Module
  • Saving Options / Filters
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Report Writing

Jonas offers your club the ability to create your own reports on Financial / Accounting information, Point of Sale statistical information, and Member Transactional and Demographic information. This session will show you how both the Master Report Generator and Club Report Generator can assist you in accessing and reporting the information you need.

Master Report Generator

  • Overview of Application
    • Functionality
    • Types of Data
  • General Ledger Report
  • Point of Sale Report
  • Timekeeper Report

Club Report Generator

  • Overview of Application
    • Functionality
    • Types of Data
  • Birthday Report
  • Spending Report
  • Report for Miscellaneous Charges
  • Report for Status Change
  • Report for Billing Change
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