No Additional Requirements Needed

Please review and submit the Integrated Events Sign Off Document. This document outlines the differences between Integrated Events Calendar and Online Events Calendar. Only one option can be configured and utilized. 

For Integrated Events, ensure the following have been set up in your back office system:

• Ensure there is at least 1 Facility with a layout associated to Event Management
• Ensure there is at least 1 Event Type set up with the Registration Required 
• Ensure there is at least 1 Pricing Code set up that is associated to a Registration Fee POS Item (This is in order to demonstrate Auto Charge to POS during training)

Please review the Printer Mapping Guidelines. This document provides critical details about printer mapping, which includes ensuring that all wired prep and receipt printers being used for the Mobile POS App are mapped to the Jonas Server and accessible for sending Windows print jobs.

For more information on the supported features, hardware guidelines, and latest release notes for the Jonas Mobile POS App, please visit the Mobile POS Resources page.

Note: If the club is using a Jonas hosted back-office solution, submission of the Printer Mapping Document acknowledgment is not required.

Mobile POS w/ Stripe

Stripe Onboarding & Account Setup
Stripe Reference Guide

The assigned Project Coordinator will send a Stripe onboarding link. It will be a one-time-use link that is valid for 7 days.

You will be prompted to enter the following information during the Stripe account onboarding process:  

• Business Name and Social Security Number 
• Bank Account Information 

Please review the Printer Mapping Guidelines. This document provides critical details about printer mapping, which includes ensuring all wired prep and receipt printers being used for Online Ordering are mapped to the Jonas Server and accessible to send windows print jobs from the server.

Note: If the club is using a Jonas hosted back-office solution, submission of the Printer Mapping Document acknowledgment is not required.

Ensure the following have been set up in your back office system:

• Ensure that Dining Reservations can be accessed under Dining > Dining Reservations.
• Ensure all Meal Periods are configured (Breakfast, Lunch, and Dinner).
• Ensure there is at least one or more Table Type set up 
• Ensure there is at least one Table Turn Rate configured. NOTE: Even if not using Table Turn rates, at least one must be configured for the CHO Integration.  Can be called "Default".
• Ensure there is at least one Table properly set up.
• Verify you can make a dining reservation via the back office Dining Module. 

Ensure the following have been set up in Jonas Club Management Tee Time Back Office System:

• Golfer Classification Setup: Ensure that at least one Golfer Classification is configured in Tee Time Management > Files > Golfer Classifications. This should include the necessary restrictions on booking days, times, and advance booking rules.

• Round of Golf Rule Setup (if applicable): Verify that at least one Round of Golf Rule is defined in Tee Time Management > Files > Rounds of Golf Rules. This should specify how many rounds a member can play, the days and times they are eligible to play, and which golf courses they have access to.

• Tee Sheet Configuration: Ensure that at least one Tee Sheet is properly configured in Tee Time Management > Files > Tee Sheets. This should include restrictions such as guest limits, time slots, and availability settings in line with club policies.

• Tee Time Reservation Check: Verify that you are able to make a Tee Time reservation through the Jonas Club Management Tee Time Module.

Ensure the following have been set up in the Jonas Club Management Tee Time back office system:

• Public Golfer Classification Setup: Ensure at least one Public Golfer Classification is configured in Tee Time Management > Files > Golfer Classifications. This should include appropriate restrictions on booking days, times, and advance booking rules.

• Round of Golf Rule Setup (if applicable): Verify that at least one Round of Golf Rule is defined in Tee Time Management > Files > Rounds of Golf Rules. This should outline how many rounds a member can play, the eligible days and times for play, and which golf courses they are permitted to access.

Ensure the following have been set up in your back office system:

• ​Ensure there is at least one Activity Type set up under System Administration > Activity Types; if none exist, create at least one (e.g., Tennis, Squash).
• Ensure there is at least one Court Type set up under Court Booking > Court Types, with an assigned Activity Type and configured booking settings.
• Ensure there is at least one Court Privilege set up under Member Court Privileges > Bookings tab, with web booking rules matching in-house booking rules.
• Verify you are able to make a court booking via your back office Court Booking Module. 

Ensure the following have been set up in your back office system:

• Ensure there is at least one Activity Type configured under Appointment Booking > Activity Types, and confirm which Lessons the club would like to make bookable online.
• Ensure there is at least one Sales Item created with a defined duration under Appointment Booking > Sales Items.
• Ensure there is at least one Staff Group set up under Appointment Booking > Staff Groups, with Manage Schedule Online enabled and Bookable Online checked for each appointment type.
• Ensure there is at least one Staff Schedule configured under Appointment Booking > Staff Scheduling, with an assigned employee for each appointment type.

Ensure the following have been set up in your back office system:

• Have at least one class created in back office system.

Mobile App Installation Survey: Please fill out the Mobile App Installation Survey Form. This information will be used to create the first version of the app. 

Apple Developer Account: refer to the following guide to create an Apple Developer Account 

• Apple Developer Account Creation Guide

Privacy Policy: Please provide a link to your Privacy Policy, to publish the App in the Android and Apple Store. The privacy policy cannot be a PDF.

•  Privacy Policy Creation Guide

 Please complete the mobile app requirements and submit the form in step 4: http://help.clubhouseonline-e3.net//Implementation_Documents/Mobile_App

Apple Developer Account: refer to the following guide to create an Apple Developer Account 

• Apple Developer Account Creation Guide

Privacy Policy: Please provide a link to your Privacy Policy, to publish the App in the Android and Apple Store. The privacy policy cannot be a PDF.

•  Privacy Policy Creation Guide

• Connect with Elavon Underwriting Team to establish an Elavon Members Payment Account. 
• Verify with your ClubHouse Online Project Coordinator if you want to enable ACH (Automated Clearing House) and/or CC (Credit Card)​
• Jonas Club Management
  • Confirm product update has been run
  • Verify access to upload Cash Receipts menu option​​​​​​​
• Encore
  • Verify access to upload Cash Receipts menu option​​​​​​​
• ClubSelect
  • Ensure the Payment Exporter file is installed on the windows system. Please consult your assigned ClubHouse Online Project Coordinator for more info. 

Stripe Onboarding & Account Setup

The assigned Project Coordinator will send an onboarding link. It will be a one-time-use link that is valid for 7 days.

You will need information in the following areas accessible to complete the Stripe account onboarding process: 

• Business Name and Social Security Number
• Bank Account Information 
• Additional information will be requested 

Add DKIM & SPF Records 

DKIM (DomainKeys Identified Mail) and SPF (Sender Policy Framework) are email authentication methods that prevent spoofing and improve deliverability. DKIM adds a cryptographic signature to verify email integrity, while SPF ensures the sending server is authorized.

Please click on the specific guide link below based on your email marketing solution to learn more and add the required entries to the DNS records associated with the club’s domain.

Campaigner/ClubHouse Online Email Marketing

• All of the email addresses club intends to use a 'From Address' reside within the same domain.
• The DNS records associated with the club's domain will have to be updated with the following CNAME records:
  • ​e2ma-k1._domainkey CNAME e2ma-k1.dkim.e2ma.net
  • e2ma-k2._domainkey CNAME e2ma-k2.dkim.e2ma.net
  • e2ma-k3._domainkey CNAME e2ma-k3.dkim.e2ma.net
• Club's domain will receive a DKIM signing. This will be taken care of by us once club's DNS records have been updated.

Add DKIM Record

DKIM (DomainKeys Identified Mail) is an email authentication methods that prevent spoofing and improve deliverability. DKIM adds a cryptographic signature to verify email integrity.

Please add the entries below to your DKIM record to improve survey deliverability.

DKIM
Create a CNAME record trp._domainkey with the value dkim.trpcem.com

Please ensure the Jonas Hotel Management setup is complete in your back office system.

Click the guide for step-by-step instructions on setting it up: Jonas Hotel Management setup Guide

• Ensure IT whitelist/grants network access to the following URL: https://api.messagemedia.com in order to enable communication and prevent text messaging failures.
• If using an existing Toll-Free Number, please complete the Hosted SMS LOA Form