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Golfers & CRM

One record per person, for the whole relationship

The golfer who books at 6.40, buys a sleeve of balls at the turn, carries a membership and plays Thursday league is one person. On most course stacks they are four rows in four systems. Here they are one record.

Alex Morgan's golfer record: rate class, contact consent, spend, visits and loyalty state.Sample data
One golfer record: what they booked, bought, joined and played.

The record

What one golfer profile actually holds

Not a mailing list with a name on it — the operational facts the counter needs while somebody is standing there.

Rate class
Public, member, senior, junior, league or comp. It prices them online, on the sheet and at the counter without anyone remembering.
Balances
Store credit, house account and gift cards on the record, so a credit issued in April is redeemable in July without a paper slip.
Memberships
Membership and installment plans, including what has been paid and what is scheduled next.
Cards on file
Kept for house accounts, installments and invoices — held at Stripe, charged against a specific row rather than floating free.
History
Bookings, purchases and league results in one timeline, which is what makes a real conversation possible at the counter.
Consent
Marketing consent recorded on the record and enforced at send time, not trusted to whoever is building the campaign.

Marketing

Audiences built from what people actually did

A course's best list is not the one it bought — it is the golfers already in the register. Build an audience from stacked conditions on real data, watch the count update as you add them, and reuse the segment across campaigns. Start-from templates cover the sends a course actually makes: twilight rates, league sign-ups, outing follow-up.

Conditions on real data
Spend in a window, category bought, membership held — stacked, with a live count.
Opt-outs enforced at send
Every message re-checks the database, and an unsubscribe is held against the address rather than the record. That is a structural guarantee, not a policy.
Nothing sends itself unedited
Template blanks stay in capitals until you fill them, so no automated send invents an offer you did not agree to.

Marketing & consent docs

The marketing board: who can be emailed, who unsubscribed, the monthly send cap, and the automations that run on their own.Sample data
Consent first, and enforced at send — audiences are built from what golfers actually did.

Also on the golfer side

  • A golfer portal under your course's brand
  • Loyalty, points and punch cards
  • Memberships with installment schedules
  • House accounts settled by invoice
  • Gift cards and store credit
  • Duplicate detection and record merging
  • League and tournament results on the profile
  • CSV export of the whole customer list, any time

Why there is no revenue-lift claim on this page

A percentage lift with no named course, no baseline and no period behind it is marketing fiction, and it is the first thing a sceptical operator discounts. What this page describes instead is the record itself — what it holds, and what you can do with it.

SMS

Email campaigns are available today. SMS requires carrier registration before a single message can be sent legitimately, so it is handled during implementation rather than presented as something that works the afternoon you sign up.

One record

The same person at 6.40am and at the turn

Bookings, purchases, memberships and league results build one profile. That is what makes a segment worth sending to and a report worth trusting.

Golfer & CRM questions

What is on a golfer's record?

Their profile and rate class, booking history, purchase history, memberships and installment plans, house account balance, store credit, cards on file, loyalty status, league and tournament results, and their marketing consent — all on one record rather than spread across a tee sheet, a register and a mailing list.

How are marketing audiences built?

From real register and booking data. You stack conditions — spent over a threshold in a period, bought from a category, holds a membership — and the audience count updates live as you add them. Segments are reusable across campaigns.

Can I accidentally email someone who opted out?

No. Opt-outs are enforced at send time rather than being a checkbox someone is trusted to respect, and they are recorded against the email address itself — so a golfer who unsubscribes stays unsubscribed even if they are later re-added to the register as a new record.

What happens to duplicate records?

The same person booking online, paying at the counter and joining a league can create more than one record. Duplicates are detected and merged, which keeps the history and the balances intact rather than leaving two half-complete golfers.

Do golfers get their own view?

Yes. The golfer portal gives them their bookings, purchases, membership, store credit and league results under your course's brand rather than a third party's.

Look at your own golfer list

The useful conversation is about the list you already have — how fragmented it is, what would survive a migration, and what it would let you do once it is in one place.