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.

Ensure the following has been completed:

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

• 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

ClubHouse Online Premium App Document

 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

To begin accepting payments through the Jonas Club Payments module, please follow the implementation steps outlined below.

!! All clients must be on version 2025.0735 or higher.

For Credit Card: Sign Merchant Schedule A

Before proceeding, the Merchant Schedule A must be signed.

Note: The signatures on your Schedule A and the Onboarding documentation must match exactly. 

If offering only ACH, an ACH Form must be completed and submitted. 
​

CSIPay Onboarding (Credit Card Offering)

• ​​Provide Required Business Documentation

• Provide Required Owner Documentation

PCI Compliance Enrollment: (Credit Card Offering)

To protect cardholder data and meet security standards, your club must be enrolled in the PCI DSS Compliance Program. 
Compliance is mandatory for all businesses accepting credit card payments.

Detailed instructions on how to get started with the PCI DSS Compliance Program will come from [email protected]. This will include step-by-step instructions for becoming PCI compliant.

Clubs will be required to complete:

• An Online Self-Assessment Questionnaire (SAQ)​

• A scan of your outward-facing IP address, provided by your Internet Service Provider

If you are already compliant through another provider, please send your current certificate of attestation to [email protected]  and [email protected]
 

Surcharging & Convenience Fees

IMPORTANT!! Jonas Software does not provide any legal advice on surcharging or convenience fees. 

The Club is responsible for deciding whether and how to apply surcharges or convenience fees on transactions and must stay updated on relevant laws, regulations, and card brand rules, which change frequently. Jonas Software does not provide legal advice on this matter, so the Club should consult its own legal counsel.

If you decide to proceed with surcharging, you must register with the Mastercard Surcharge Disclosure Webform 
 

Safe Sender Email Setup

To ensure you receive all required communications, please add the following email addresses to your safe sender's list:

[email protected]

[email protected]

[email protected]

*Please ensure your IT team whitelists the jonassoftware.com domain to allow email notifications to be delivered successfully and avoid them being blocked or sent to quarantine.

Banking Setup for Payments and Billing

Please contact your bank to ensure ACH filters are turned on, as well as authorize the following COIDs for Credit Card and ACH transactions:
 

Credit Card(CC) Payments & Billing

FIFTH THIRD BANK (DIRECT) 1310281170 1310281170 9000000000
FIFTH THIRD BANK (ISO) 1470770502 1470770502 9000000000
FIFTH THIRD BANK (MERCURY) 7300604847 7300604847 9000000000
FIFTH THIRD BANK ACH COID 1043575881

ACH Payments & Billing

WELLS FARGO BANK ACH COID 2990376899
 

Default Maximum Transaction Limit (Credit Card)

The Credit Card default maximum transaction limit is $10,000. The default Limit does not prevent a user from making a payment; however, the payment will be delayed by 24 hrs.  This is for security reasons to avoid credit card fraud.  ACH transactions do not have limits.  The default limit applies only to credit cards.  If the club would like to modify this limit, please notify us so we can make the necessary adjustments.

Portal Links

Clients will be provided with access to the following portals to monitor member payments and run reports for CC & ACH.

Payrix/CSI Pay (CC): https://Payportal.csipay.com

Zift (ACH):  https://portal.zift.io/

• 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
Please follow the instructions in the link to add the required record."Clubhouse Online Email Marketing Account"

DKIM Guide & SPF Guide

Frankie Email Marketing
Please follow the instructions in the link to add the required record for "Frankie Email Marketing Account".

DKIM Guide & SPF Guide

Add DKIM & SPF Record

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 guide below to learn more and add the required entries to the DNS records associated with the club’s domain.

DKIM Guide & SPF Guide

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