This article will cover how our default status flags currently work, how you can add additional status flags, and all the ways to utilize them!
What is the purpose of Guest Status Flags?
The purpose is to be able to visually notify any staff member of a particular status of a Guest. These include automatically changed status' and manually adjusted status'.
For example, if a Guest does not have their waiver signed, any staff member can clearly see the RED flag next to their name, and make sure to get that waiver signed before letting them participate in any activity. Another example would be that the customer has earned a specific status level and may receive extra perks. OR in the unfortunate event, it may label them as a troubled customer. The possibilities are virtually endless in how to use this nifty feature.
Guest Status Flags Setup
// In the /sp_admin, navigate to Settings >Advanced Settings > Guest Status Flags
Status 1 (DO NOT TOUCH)
// This status flag is directly linked to the signing of the waiver, or indemnity form. As you can see, both the 'New Customer' & 'Waiver1 Signed' flags are assigned to this status. The system will automatically adjust the flag that displays when a waiver is signed through the registration kiosk, or the Point of Sale.
Status 2
// This flag is also automatically changed when a Guest signs the Secondary Waiver through the Point of Sale. If you do not plan to use the Secondary waiver, you can re-purpose this flag as you please. By default, this flag is set to 'N/A' in the profile.
Status 3
// This status flag is automatically connected to the Auto-bill job. When the Job runs on its schedule day to charge your Guests for their monthly membership dues, it will adjust the flag to 'Auto Bill Failed' if the charge was unsuccessful, or it will stay on ' Auto Bill Successful'. If you do not plan to use the Auto Bill Feature, you are more than welcome to re-purpose this status as you please.
Status 4
// This is your open status flag! You can add as many status' to this drop down, but remember you can only have one selected at any time.
How to add a new status flag
To add a new status, simply click the 'Add Status' button in the top right of window. You will see a new blank status populate at the bottom of the list. Edit the name of the status, chose a color, and check the box of the status you would like for it to be applied to. Remember that Status 1 is off limits, and only used for the waiver!
How to change/add the rules for assigning Guest to heats/activities
// In the /sp_admin, navigate to Settings >Advanced Settings > Assign Guest to Heat Rules
This is where you can set requirements on the Guest's profile in order to get into a heat. Ex: If a customer has not signed their waiver yet, it will prompt your staff to have them sign. You can even make it to where they cannot be added to a heat without this by making it ‘Required’.
Another example I added, was to warn my staff if they assign a customer to a heat or activity that have the 'Troubled Guest' flag assigned to their account, so they can then warn management or other staff to keep an eye out.
How to Adjust the Automatic Changing of Status Rules
// In the /sp_admin, navigate to Settings >Advanced Settings > Automatic Change Status Rules
| NOTE: These are all pre-setup by Clubspeed, and you should NOT need to change them. |
Where are the Guest Status Flags located in the Point of Sale?
// The Status Flags are always located in the Guest's profile, in the bottom-left corner.
Each Status is numbered below:
Where does the Guest Status flag show in the Point of Sale?
// You will be able to see the status flags just about anywhere you can see the Customer's Name, except when assigned to a Credit/membership item in the check itself.
- ALL Customer Searches
- Venue
- Race Control
Example of Customer Search in Venue
Example in Race Control
