During the club onboarding process, the Clubspot Support Team is able to import products from your incumbent system. This article outlines the general structure of products and provides a template for sending data to us.
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Here are the definitions of various Clubspot product related terms:
This is the item that is being billed for.
Everything that has a dollar value in Clubspot has a underlying product. This could be a burger at the restaurant, a golf bag, a guest fee, membership dues, a processing surcharge, or a locker rental. These can be found under Products in the dashboard. Each product can hold its own tax and accounting rules if it needs to, otherwise it will inherit accounting rules from a subtype or accounting default.
This gets set when creating a product and is a selection from a handful of options including Standard, Food and Beverage, Reservable product, Membership add-on, facilities item, etc. This type setting is used to dictate the product's behavior. Standard will be best suited for merchandize and set-price items. Food and beverage is best for f&b products as it introduces logic for option groups and kitchen printing.
Products that are reservable according to a schedule (think a tennis court reservation).
items that get billed on a recurring basis. Their billing can run at the same time as dues, or on their own, customizable schedules.
These are items that get billed on a recurring basis (much like membership add-ons) but have specific options associated with them. Members can be assigned to these options. Think club lockers here. I'd get billed each month for my locker, which is locker #43 specifically. When I move out of my locker, locker #43 can get assigned to the next inhabitant.
This is a required field when creating a product in Clubspot and exists to simplify bulk actions and assignments. Subtypes are what hold the vast majority of tax, accounting, and kitchen printing rules (for f&b items). In general, I like to have a subtype for each major income account that you have in your GL. This normally ends up being food, wine, beer, liquor, n/a beverage, golf hard goods, golf soft goods, golf fees, golf lessons, tennis hard goods, tennis soft goods, tennis fees, tennis lessons, etc. I also like to create an "administrative" or "misc" subtype for random products that will have their own accounting rules set at the individual product level. If you make a change to a subtypes tax, accounting, or printer rules, it pushes the change out to all of the products. Very handy :) Membership discounts can be set at the subtype level too.