CourtReserve Webinars

(0:02) just quickly to go through the agenda
(0:04) today we’re going to do a very quick
(0:06) background on Go tab uh a very quick
(0:09) background on court Reserve then we’re
(0:11) going to get into the demo we’re GNA
(0:12) have open Q&A and we are making a
(0:16) recording available so there don’t worry
(0:18) if you can’t stay for the till the end
(0:20) we can uh we’ll definitely be sending
(0:22) out the
(0:23) recording and with that I’m going to
(0:25) introduce Kim and Adam our presenters
(0:27) today hi everybody I’m Kim I am a
(0:30) product owner here at court reserve and
(0:32) I’ll will be taking you through the
(0:34) court Reserve piece of today’s demo um
(0:36) we’re really excited to be able to bring
(0:38) this food and beverage option to our
(0:40) court Reserve
(0:42) customers and I am Adam how um I am a
(0:46) solution engineer with goab um excited
(0:49) to be able to expand our presence in
(0:52) this type of a environment um that we
(0:55) really excel in regarding being able to
(0:59) customize the ordering experience for
(1:01) guests especially in an entertainment
(1:02) type venue um so happy to happy to be
(1:06) here and um go through go through that
(1:08) entire
(1:09) process uh a little bit more about goab
(1:12) in general I mean goab is an
(1:14) entertainment Commerce platform um that
(1:16) is really designed for um venues that
(1:20) want as many options as possible to
(1:22) provide different sources of ordering
(1:25) experiences um throughout the time that
(1:28) the guest is there whether they’re
(1:29) moving around around from court to court
(1:31) um or ordering from a bar ordering from
(1:33) you know a full service environment uh
(1:35) it’s really meant to be a very flexible
(1:38) option that is able to be molded to the
(1:40) environment in which you are presenting
(1:43) instead of forcing your hand to use a
(1:45) system that is only meant to work in one
(1:48) particular area so we really put the
(1:50) guest experience first giving them
(1:52) options on how to order where to order
(1:55) from um and then providing different
(1:57) forms of of payment obviously one of the
(2:00) major parts of this integration with
(2:02) court Reserve um will be front and
(2:03) center during uh during this
(2:05) demonstration as
(2:10) well all right and then on the court
(2:13) Reserve side of it um Court Reserve is a
(2:17) um Club management platform for uh our
(2:20) primary target of pickleball and Tennis
(2:22) facilities and so our platform allows
(2:25) organizations to have memberships allows
(2:28) players to book Courts online you can
(2:30) also utilize our platform to manage your
(2:33) event registrations and your player
(2:36) experience uh through a desktop option
(2:38) but also a very convenient mobile app we
(2:40) also have a branded mobile app that we
(2:42) can customize to your organizations and
(2:45) it’s just a really great tool to be able
(2:47) to manage uh that member experience for
(2:50) these
(2:51) facilities thank you cim and I should
(2:53) have introduce Josh uh Willie from core
(2:56) Reserve uh Josh you want to say hi hello
(2:59) hello everybody I will be handling the
(3:01) Q&A today so if anybody has any
(3:04) questions I’ll be stopping Adam or Kim
(3:07) to get those questions answered for you
(3:09) all thank
(3:10) you all right Adam you’re up yeah so as
(3:15) I mentioned goab uh handles that guest
(3:18) experience um mostly revolving around
(3:21) the uh food and beverage aspect uh of
(3:24) the of of this of the situation or of
(3:26) your concept um I’m going to go ahead
(3:28) and throw my screen up here real quick
(3:31) um so what everybody’s looking at here
(3:34) um is a couple different versions of
(3:36) what you would see from uh from
(3:38) different perspectives um we’re going to
(3:40) spend the start of time here in the
(3:42) middle um this is going to represent our
(3:45) pocket point of sale or handheld
(3:46) ordering devices um where you know the
(3:49) very mobile the uh your servers or
(3:51) bartenders can move around and add to
(3:54) order take payments on directly on that
(3:57) device um in lie of a counter style
(4:00) point of sale um over on the left you’re
(4:02) going to see a version of our kitchen
(4:04) display system or KDS U where all of
(4:07) your orders are going to print into um
(4:10) digitally um and make them a little bit
(4:11) more interactive and create a source of
(4:15) Truth um for all of your orders coming
(4:17) into different areas and then we have
(4:19) our QR ordering portion over here on the
(4:21) right and this is where guests would
(4:23) come in and start their own tabs by
(4:24) scanning a QR code and what really
(4:27) allows what really kind of stands out um
(4:30) in the experience with Go tab is that
(4:32) the tab will follow the guest around
(4:34) throughout the venue so if you start a
(4:36) tab at you know at the bar area or at a
(4:38) cocktail table um and then move to a
(4:41) court where you’re still allowing people
(4:42) to place orders um you can scan into
(4:44) different QR codes in the not without
(4:47) having to create separate tabs or
(4:49) separate transactions throughout your
(4:51) experience um so I do have a tab open
(4:53) already we’re going to kind of simulate
(4:55) the idea of what everybody would see so
(4:58) as you come in you can scan a QR code
(5:00) from your phone um if you have a tab
(5:02) open already it’ll just bring you to the
(5:05) menus that you’re making available which
(5:06) you can present and however you like um
(5:09) we present mostly with these nice big
(5:12) pictures so you can kind of really shine
(5:14) show your entire menu what’s uh what’s
(5:16) available um what’s nice is that you can
(5:18) filter out what items are available
(5:20) based on where they’re scanning into so
(5:22) again if you are do are allowing people
(5:24) to order from like the court area or the
(5:26) the the space around the court area but
(5:28) you don’t want them to order a certain
(5:29) items you can make certain menus
(5:31) available from that area that’s
(5:32) different from like the bar or or any
(5:35) kind of dining area that you might have
(5:37) um so as you come in as you start that
(5:40) tab you’re going to go ahead and put
(5:42) you’ll have to put a card on file um but
(5:44) we’ll get to the point where you know
(5:46) your members are going to be able to
(5:47) close out their tab to that Court
(5:49) Reserve membership um so what’s nice too
(5:52) is here is I have the ability to access
(5:55) this tab from my phone but it also lives
(5:57) on the point of s so your servers your
(5:59) bartenders you still have the ability to
(6:02) go ahead and go up to the bar and add to
(6:03) your tab in that way um and it’ll be
(6:06) very transparent as to where these
(6:08) orders came from so as I as I come in
(6:10) here and add some food items um you know
(6:13) I’m going to say no breadcrumbs on these
(6:14) mac and cheese um you can you show that
(6:17) cart here that’s going to be on your on
(6:19) your phone send that order in and that
(6:21) order is going to come right into the
(6:23) KDs and you’ll notice that we have um
(6:26) all those items that I just ordered from
(6:28) my phone are showing up on the point of
(6:29) S as well so if I did want to you know
(6:31) converse with my server that comes over
(6:33) with their handheld and they want to add
(6:35) in you know something else they have the
(6:37) ability to do that in real time as well
(6:40) and that updates on their tab um from
(6:43) from their phone as well so you can see
(6:44) that all the orders that all the items
(6:46) that I plac for my phone show up
(6:47) transparently here and then they can see
(6:49) what was pointing from the server Next
(6:51) Level here would be you can actually
(6:53) share your tab to with other people
(6:55) within your party so you have a QR code
(6:57) that shows up on your phone that other
(6:59) people in your party can scan into and
(7:02) they can then Place orders on their
(7:03) phone on your tab without having to
(7:05) start a new tab of their own um they’re
(7:08) still able to place you know their own
(7:10) payments um as well if they would like
(7:13) so you can pay for items you can split
(7:15) up items and have multiple people pay
(7:17) for different things um but ultimately
(7:20) um you’re going to have the ability to
(7:22) close out to your court Reserve
(7:24) membership if you have that membership
(7:25) and we’ll get to that in just a second
(7:28) um as you as you see these orders come
(7:30) in over here on the KDs you’re going to
(7:33) have the ability to you know interact
(7:35) with those tickets from your kitchen
(7:37) from your bar wherever you’re actually
(7:39) receiving these orders from um you
(7:41) you’ll be able to find out information
(7:42) if you you know forgot information about
(7:44) the item um you can see what the guests
(7:46) would see you’re also going to be able
(7:47) to 86 items straight from the KDs which
(7:50) is amazing when you uh know the person
(7:53) who’s actually pouring the beer or
(7:54) making the food they’re the ones that
(7:55) know when a keg kicks or when uh you
(7:58) know when item aren’t available to be
(8:00) made so when you you can 86 items
(8:02) straight from the KDs and that will 86
(8:04) it from everywhere in real time so you
(8:06) 86 this beer you’re not going to be able
(8:08) to order it from your guest ordering or
(8:10) from the any point of sales station in
(8:13) real time um and then as you depending
(8:16) on your concept style or your service
(8:19) style um you can um integrate what we
(8:22) call text on fulfill you can actually
(8:24) send a message based on the status of
(8:25) your order to your guest so as things
(8:27) are being fulfilled you will you can
(8:30) have a text message actually be sent to
(8:32) your guests to let them know what to do
(8:34) next so if you need them to come up and
(8:36) pick up their order from a pickup window
(8:38) um or if you just want to let them know
(8:40) that their orders on their way um you
(8:42) can have that text message sent out to
(8:44) them um and add any kind of call to
(8:47) action to that message as
(8:49) well um as you are placing orders or as
(8:53) you are walking around the space if you
(8:55) do come to a situation where it’s like
(8:57) hey I’m going to order my first order
(8:59) from one table and then I’m going to go
(9:00) to over to the courts and you scan the
(9:02) new QR on on the new section we’re going
(9:06) to scan this one um if you do have items
(9:09) that are that have been ordered from a
(9:10) certain area that have not been
(9:12) fulfilled yet actually will ask you if
(9:15) you want those items to be moved with
(9:17) you so we’ll go ahead and order you know
(9:19) one more beer at this location um and
(9:21) then I’m going to go ahead and simulate
(9:23) a scan from a different QR if I can find
(9:26) that um and then as I scan into this QR
(9:29) is actually recognizing that these
(9:31) orders were placed um at this other
(9:33) table but you’re you’re skating into
(9:36) this new table do you want them to go
(9:37) and this is really helpful if you are
(9:39) implementing food runners or drink
(9:40) Runners that are actually bringing
(9:42) things out to your players or to your
(9:44) diners um and so these will actually
(9:46) move with the with the guest as they
(9:49) move around the space as well so your
(9:51) food Runners aren’t moving and if you
(9:52) notice here on the left all these
(9:54) tickets that were uh that were that were
(9:57) in question over over here on the guest
(9:59) order side updated on the KDs so your
(10:02) food Runners aren’t running around
(10:03) trying to find people um where they’re
(10:05) not
(10:06) at um so that’s a little bit about the
(10:09) flow there you have the option of
(10:11) closing out at multiple locations uh
(10:13) with this flow which is great because
(10:15) even more options you give to people the
(10:17) more the the more thing more options you
(10:20) give them to order the more they order
(10:22) um and the easier you make it to close
(10:24) out tabs the easier it will be for them
(10:26) to you know uh with their positive
(10:28) experience and that leads us to um the
(10:31) ability to close out to their Court
(10:34) Reserve membership from their phones um
(10:36) they’re going to be able to close out
(10:38) their tab to the court reserve and give
(10:41) me one second going to refresh that I’m
(10:45) gonna in
(10:47) this there we go um from the court
(10:50) Reserve uh processor that’s uh connected
(10:52) to their um account all they’re going to
(10:56) have to do is put in the last name
(10:58) associated with their membership and
(11:00) their
(11:03) pin and I’ve got this pin right here I’m
(11:05) going to add that one in here um and
(11:07) then at that Court Reserve um membership
(11:10) will they’re going to Ping to make sure
(11:11) that it actually exists and it’s going
(11:13) to close out to that membership and I’ll
(11:14) let Kim go into the flow on that end but
(11:17) as you notice that hap that that tab
(11:19) closed out in real time on the point of
(11:21) sale as well when it was closed out on
(11:24) this uh through the court Reserve um um
(11:28) side of things um so I think that’s a
(11:30) that’s pretty much wraps up kind of the
(11:32) overall customer flow and benefits um by
(11:35) using the goab system combined with this
(11:38) but I’m gonna pass it over to Kim to
(11:41) keep going awesome thanks so much okay
(11:44) so first thing um I’m going to actually
(11:48) Josh I just saw a question come in that
(11:49) I’m happy to answer and take just before
(11:51) I start here um there’s a PIN number so
(11:55) the pin number is the membership number
(11:56) so just to clarify when we enter a pin
(11:59) number whether it’s through the QR code
(12:00) payment or the point of sale payment for
(12:02) the servers on the back end um that
(12:04) verification piece that goes through is
(12:07) going to be by last name and then the
(12:09) member number that they have in court
(12:10) Reserve so I’ll get to that too I we’ll
(12:12) show you where all that information
(12:13) lives in court Reserve as well um but
(12:16) let’s keep going so I’m going to share
(12:19) with you um two pieces
(12:22) to um okay great that’s the right screen
(12:25) right Josh yes awesome Okay so
(12:29) so before you get started sorry Kim
(12:31) there was one quick question here um
(12:34) someone asked what about cash and what
(12:36) about people who aren’t in court Reserve
(12:39) from the Go tab
(12:41) side um Adam I will let you handle that
(12:44) question just as far as Court Reserve
(12:45) goes um these types of payments to
(12:48) process through Court Reserve those
(12:50) would be with court Reserve specifically
(12:51) but I’m assuming that uh just based on
(12:54) what I’ve heard with goab if the
(12:55) organization has other ways of payment
(12:58) methods they can take cash and things
(13:00) like that as well yeah absolutely I mean
(13:02) we’ll be able to take any form of uh
(13:03) payment on card whether they have the
(13:05) card saved into their goab wallet if you
(13:08) will or if they’re paying directly we
(13:11) have the ability to take both you know
(13:13) dip tap uh swipe on transactions also
(13:17) being able to take transactions
(13:18) utilizing Apple pay and other mobile
(13:20) wallets um of that nature and of course
(13:22) cash as well for those who are still
(13:24) using
(13:25) it all right awesome so the piece with
(13:28) the court Reserve side of that though if
(13:30) you were not to process those payments
(13:32) through Court Reserve those are just not
(13:34) going to show up in your court Reserve
(13:35) System attached to your members so if
(13:37) we’re taking those payments externally
(13:39) those aren’t going to show here but part
(13:40) of the benefit of processing those
(13:42) payments through Court Reserve is that
(13:44) you keep all of that information and
(13:45) that payment information about those
(13:47) members in one place so if we shift back
(13:50) over uh to my screen here I’ve got um
(13:53) two two visuals up here for you I’ve got
(13:55) the ticketing system the point of sale
(13:57) over here on the left from the server
(13:59) perspective we’re going to walk through
(14:01) what a server would experience if they
(14:03) were going to be closing out these tabs
(14:04) as well but really first I wanted to
(14:06) start with the goab settings in court
(14:08) reserve and so this integration is very
(14:11) easy to set up for um yourself on the
(14:14) back end as far as a court Reserve admin
(14:16) goes um it’s very simple to um to enable
(14:20) the add-on from the admin side and our
(14:23) admin dashboard and then once you do
(14:25) that you’ve got a really small setup
(14:27) page here that would just um take a
(14:29) little bit of settings in order to
(14:31) implement so the first thing you’re
(14:32) going to do is you’re going to take
(14:33) these API keys that we give you so
(14:35) you’re going to copy your API username
(14:37) and your password and you’re actually
(14:39) going to give that to your goab um
(14:41) account manager and they’re going to get
(14:43) the court Reserve processor set up for
(14:45) you inside your court Reserve um or I’m
(14:47) sorry inside your goab account for your
(14:49) organization um so then once you have
(14:51) that Court Reserve process or set up
(14:53) within goab then your your customers and
(14:56) your servers are able to use the PT
(14:59) Reserve membership as um payment avenues
(15:01) for processing those
(15:03) payments um we’ve got some additional
(15:05) settings here that you can require of
(15:07) Court Reserve payments um so
(15:09) specifically using Court Reserve you can
(15:10) require users within your system to have
(15:12) payment profiles um that’s very common
(15:15) practice for most of our clubs and then
(15:17) you can also require upfront payment and
(15:19) so you can kind of pair these settings
(15:22) together to kind of get get it to do
(15:24) what you want to do so to speak um I can
(15:27) require a payment profile but if I don’t
(15:30) require upfront payment that payment’s
(15:32) not going to process immediately on
(15:33) charging so there are other avenues or
(15:36) other ways that people could go about
(15:37) collecting that payment we have lots of
(15:39) customers that use batch billing and
(15:41) invoicing at the end of the month so
(15:43) maybe you let your customers ACC you
(15:45) know they close out their tab at the
(15:46) facility but you let them accumulate a
(15:49) bill up until the end of the month and
(15:50) we have a lot of customers that will
(15:51) charge monthly bills to their customers
(15:53) on their state and monthly statements um
(15:56) so you have that you know those kinds of
(15:59) settings there’s also some other ways
(16:00) that we can utilize those settings um to
(16:02) kind of play into the way that you might
(16:04) want to process billing and we’ve got a
(16:06) lot of that uh those ways that we can do
(16:08) that within the goab um knowledge based
(16:11) articles that we have set up if you ever
(16:12) want to access the goab knowledge based
(16:14) articles they’re up here in our learn
(16:16) more up here of the settings page so
(16:18) they’re easily accessible to you at any
(16:20) point um during the setup
(16:22) process you can also say that you want
(16:24) to prevent members that are um suspended
(16:27) or inactive from charging to go tab so
(16:29) that’s another benefit as well if you’ve
(16:30) got some members that maybe their
(16:32) membership is expired or they haven’t
(16:35) reup or you know you’ve suspended them
(16:37) for whatever reason you can say that
(16:39) they’re not allowed to process charges
(16:41) through Go tab so they wouldn’t be able
(16:43) to hit their member account with any
(16:44) charges that they’re um developing
(16:47) within Go tab and then we also have some
(16:49) food and beverage category res uh
(16:51) category assignments for here for you to
(16:54) do in here as well um you can set up
(16:56) Revenue categories within Court Reserve
(16:58) so you can say that I want all of my
(17:00) goab food and beverage transactions to
(17:02) hit this category and then we’ve also
(17:04) given you another category here to
(17:06) categorize those tips so if you have um
(17:09) players that are making charges in goab
(17:11) they’re adding tips to their their bills
(17:13) they um as they’re closing out those are
(17:15) going to go to a separate Revenue
(17:16) category in court Reserve as well so you
(17:18) can see the split between the food and
(17:20) beverage and then the tips as well um we
(17:23) also take the sales tax and we
(17:25) categorize that sales tax for you
(17:26) separately so you can see the sales tax
(17:29) from goab as well all right so let’s
(17:31) jump back over here Josh I didn’t see
(17:34) any questions come through so I’m just
(17:36) going to keep going so um Adam did
(17:39) facilitate the charge and Go tab um via
(17:41) the QR code I was going to go ahead and
(17:44) close out this tab here just to show how
(17:47) it’s done from a server perspective so
(17:50) if you’re going in here um and you click
(17:53) manual entry um you’re going to have
(17:55) your Port Reserve as a payment type in
(17:58) here or a payment processor that you can
(18:00) send charges through to
(18:03) so we’ve got let me just grab my member
(18:05) number here okay so you’ve got tips we
(18:07) can add tip to this as well um I’m going
(18:10) to go ahead and add this to my
(18:14) account and again this is from the
(18:16) server perspective so the server is
(18:18) going to type in the player’s last name
(18:20) and then they’re going to type in this
(18:22) is the last name as it appears on their
(18:23) Court Reserve account um so we’re
(18:25) verifying based on last name and their
(18:28) member number number which is uh the pin
(18:30) Adam had mentioned but it’s it’s uh we
(18:32) go by the member number in court Reserve
(18:34) so if I look at this member account here
(18:35) in court Reserve um I can see that this
(18:38) is the last name that the player has on
(18:39) their account and this is the member
(18:41) number that we have associated with this
(18:43) account too so these two numbers have to
(18:45) match in order for the charge to
(18:48) process and just some quick general
(18:51) questions that we have here are you able
(18:53) to enter the first name as well as the
(18:56) last name when you are typing it here no
(18:59) right now we’re just validating based on
(19:01) last name so if you have a mismatch of
(19:03) the last name the the transaction isn’t
(19:05) going to charge so if you if the name is
(19:08) you know Kimberly Layman or Jane Smith
(19:10) if you’re entering the full name and the
(19:11) last name it’s not going to match it’s
(19:14) purely based on last name because it’s
(19:15) going to just read that last name field
(19:17) within Court Reserve okay great um and
(19:19) are you able to use a barcode scanner to
(19:22) scan the members barcode from their cour
(19:24) Reserve mobile app for example to get
(19:26) the member ID um right now we don’t have
(19:30) that set up as part of the integration I
(19:32) do believe it’s possible we would just
(19:34) have to make sure um that both sides
(19:37) within uh goab and Court Reserve have
(19:39) that set up within the infrastructure in
(19:41) order to accept that um but it is a
(19:43) really good idea that we we probably
(19:45) should figure out how to implement here
(19:46) at some point okay great I see sorry we
(19:50) do have a few questions in the Q&A that
(19:52) I wanted to cover um one of them was
(19:54) what happens when you have a Smith last
(19:58) name so
(19:59) maybe that is if there’s somebody with a
(20:01) common last name yeah so if you yeah if
(20:04) you have a common last name it’s going
(20:06) to um take into account that member
(20:08) number too so the member number should
(20:09) be unique to the players and to your
(20:11) members and unique to the families as if
(20:14) you’ve got families the member number is
(20:15) unique to the family um so it should be
(20:18) matching um based on those criteria so
(20:21) even if you had multiple Smiths it’s
(20:23) going to take into account the member
(20:24) number okay great thank
(20:27) you you want me to grab anything else
(20:29) before we go um we can wait on the next
(20:32) two questions when we start actually
(20:33) going through transactions in court
(20:35) Reserve okay perfect all right so I’m
(20:37) going to go ahead and pay this
(20:40) transaction Perfect all right so we’re
(20:43) GNA move this guy out of the
(20:46) way
(20:47) and let me just make this a little
(20:50) bigger okay perfect so if I go in here
(20:53) now you can see based on the setup that
(20:56) I have here um I was requiring a payment
(20:59) profile of my customer and I was also
(21:01) requiring upfront payment so because
(21:03) both those two settings were enabled
(21:06) that payment hit um my my member’s
(21:09) credit card or their payment profile
(21:11) that they had on file immediately um so
(21:14) you can see here on my transactions list
(21:17) I’ve got a goab balance which is the
(21:20) food and beverage items that were sent
(21:21) over from goap and then I’ve got the tip
(21:24) that was associated with that purchase
(21:26) as well and then I’ve got my payment
(21:29) line here so depending on if there’s a
(21:31) tip involved and things like that um you
(21:34) could end up with two or three different
(21:36) um line items on a customer’s account um
(21:39) just depending on how those settings are
(21:41) set up um and things like that so if we
(21:44) go in here now and we open up this
(21:47) transaction from that goab
(21:50) balance I can actually see an overview
(21:53) of what was added from their goab
(21:55) account or from the charge that they
(21:57) sent through on that ticket and then I
(22:00) can see um how many was ordered you know
(22:03) the item price the total item price
(22:05) based on the quantity the standard sales
(22:07) tax that was applied through the Go tab
(22:09) charge as well um and
(22:12) then over here I would see the tip that
(22:15) was associated with that transaction as
(22:18) well um and then when you’re looking at
(22:21) these transaction
(22:23) details the um you’ll see some
(22:25) information here so um the trans
(22:28) transaction ID from your payment
(22:29) processor through Court Reserve is going
(22:31) to show on this transaction as well and
(22:33) then it’s going to give you the Go tab
(22:35) transaction ID in here too so if I ever
(22:37) needed to reference this transaction On
(22:39) The Go tab side I have that information
(22:42) available to me as
(22:44) well all right and I see a question
(22:47) about um sales tax being calculated
(22:49) sales tax is going to calculate based on
(22:51) your items in Go tab Adam you can
(22:54) correct me if I’m wrong but I remember
(22:55) if when I was setting this up each
(22:56) individual item I applied sales tax
(22:58) amounts to
(23:01) items yes that would that would be true
(23:04) and you can set up if you have different
(23:06) rules and regulations about like alcohol
(23:08) versus food and what you can have
(23:09) different sales taxes associated with
(23:12) each
(23:12) product awesome thank you um so you’ve
(23:17) got all of that information here in goab
(23:19) now if I Ever Wanted let’s say you know
(23:22) this is a few months later or something
(23:23) like that somebody has a question about
(23:25) their account I can actually click this
(23:27) link and if will take me um into Go tab
(23:32) and it will take me to um the a way
(23:35) where I can manage this tab from an
(23:38) admin perspective on my Go tab account
(23:40) um I would access this uh you know go
(23:43) through this access to manage the tab um
(23:46) and you know process refunds and things
(23:48) like that as well um I did want to touch
(23:51) on refunds because I know that that was
(23:52) a question that we had in some of our
(23:54) q&as prior to um this release or just
(23:57) after the release so refunds are handled
(24:00) specifically through goab um so if I
(24:03) were to refund this
(24:04) transaction it’s going to tell me that
(24:07) the goab transactions can’t be refunded
(24:09) through Court reserve and that I need to
(24:10) go to Go tab to do it um this that same
(24:14) view goab link is going to take you back
(24:15) so you can manage the tab and then you
(24:17) can go through your backend piece on
(24:19) your admin side in goab in order to
(24:22) manage those refunds those refunds are
(24:24) going to process back to court Reserve
(24:27) um depending on how some of the other
(24:29) settings you have in your court Reserve
(24:30) setup are set will depend on if those um
(24:34) refunds go back to account credit or if
(24:36) they go back to the credit card or the
(24:37) original form of payment that they used
(24:39) to process through Court Reserve um but
(24:42) those refunds are handled through goab
(24:44) if I as an admin figured out that oh no
(24:47) I charged this to the wrong card and you
(24:48) figur that out same day I could revert
(24:51) this and then charge it to another form
(24:53) of payment on the admin’s card through
(24:55) Court Reserve I don’t have to go back to
(24:57) Go tab to do it um but a lot of the the
(25:00) charging and everything like that
(25:01) specifically this will all go through
(25:03) Court Reserve but you do have to manage
(25:05) the refund piece back through
(25:09) goab all
(25:12) right all right so I’m going to switch
(25:14) gears here for a second and we are going
(25:16) to go over to just some brief reporting
(25:19) that we have available most of the um
(25:22) really the the reporting that you’re
(25:24) going to probably experience um is again
(25:27) just through those those Revenue
(25:28) categories that we’ve set up so we we
(25:31) simplify it to the revenue categories
(25:34) that you set up so you have your goab
(25:35) food and beverage purchases that you can
(25:37) see by Revenue category you have the
(25:39) tipping but then if you wanted to see
(25:41) any other particular breakdowns or
(25:43) anything like that for tips who’s owed
(25:45) what um back to your servers you know
(25:47) that would I’m most likely be available
(25:50) back to you in on the goab side so you
(25:52) can see how all of those tips break down
(25:55) um based on the per the server that was
(25:57) charging them and then any anything else
(26:00) uh food and beverage related if you want
(26:01) to see the split between food and
(26:03) beverage um Port Reserve is compiling
(26:05) those purchases into one Revenue
(26:07) category for you right now um and then
(26:10) there would be reporting um Adam on the
(26:12) Go tab side that would uh allow them to
(26:15) see the breakdown for reporting
(26:18) there one quick question that I wanted
(26:20) to point out here um there’s a question
(26:23) on how we can break out who the tips
(26:26) went to right now we don’t have that in
(26:29) our core Reserve reporting correct would
(26:31) that be something that you need to go to
(26:33) Go tab to
(26:36) see yeah so in court Reserve we’re not
(26:38) showing you how that those tips break
(26:40) down by servers but Adam is there a way
(26:42) for them to be able to see that on the
(26:44) Go tab side yeah as um as whether if
(26:47) somebody excuse me if somebody uh scans
(26:50) into a QR to start tab um with goab what
(26:53) you can do is you can associate those
(26:55) spots with the servers that are on staff
(26:57) so as they start those q u QR orders um
(27:00) it’ll automatically get applied to us uh
(27:03) assigned to a server and then when that
(27:05) tab is closed those tips that are
(27:07) assigned to that server will show up on
(27:09) their server reports as well so um as
(27:11) you are running the reports in the back
(27:13) end in in Go tab and you’re running your
(27:15) tip reports it’ll show all the servers
(27:17) that were assigned to those tips
(27:19) accordingly so you can break those down
(27:22) um according as well you can also break
(27:24) down a whole transaction report in goab
(27:26) as well where it’ll actually show you
(27:28) who rang in every particular order um so
(27:30) if you wanted to do a tip pooling or a
(27:33) tip uh breakout based on actually who
(27:36) place the orders um you’d be able to do
(27:38) that as well uh through that transaction
(27:41) report awesome thanks for for taking us
(27:43) through that um so I let me just see if
(27:48) I had anything else here that I wanted
(27:50) to go through so we talked about the
(27:52) outputs for Revenue categories and
(27:53) tipping So based on a period of time
(27:55) here um you can open up the summary of
(27:59) these different reports or the the
(28:01) revenue categories and see a breakdown
(28:04) of all of those purchases and the
(28:05) members that they were charged to here
(28:07) for a specific period of time and that
(28:09) will give you you know just the food and
(28:12) beverage piece and how we charged those
(28:13) to your members um from Court reserve
(28:16) and again with the tips you can see the
(28:18) specific charges on the members that
(28:20) were associated with those tips as
(28:22) well all right so that was really um you
(28:26) know we went through kind of the
(28:27) breakdown of of the financials with
(28:29) court reserve and things like that um
(28:31) member accounts and then the charging to
(28:33) the member accounts but were there any
(28:35) additional questions Josh that we can
(28:37) address yeah we had a few questions here
(28:39) that I was sort of waiting for this Q&A
(28:41) section for um so is there a way in goab
(28:46) to show an the itemized info for a
(28:49) certain member on something like a
(28:51) monthly
(28:54) statement the I mean the monthly
(28:56) statement would probably be best shown
(28:58) on the court Reserve side as as Kim was
(29:00) just kind of uh showing just a second
(29:02) ago um as far as an itemized receipt um
(29:06) yeah you’ll have full access to itemized
(29:09) receipts based on the date in which
(29:11) people ordered from that it’s really
(29:13) simple to on the back end um to search
(29:17) for um if I want to if you want me to
(29:19) steal my steal the screen Kim I can do
(29:21) that
(29:24) um as far as the court Reserve side goes
(29:27) a member right now members just going to
(29:29) see the particular charges um I do have
(29:31) to look at uh what it would take to
(29:33) maybe allow them to see the itemized
(29:36) receipts as the admins would I don’t
(29:38) believe they’re able to see that now but
(29:39) that’s definitely a good Improvement
(29:41) that we could add to it um since we are
(29:43) showing it on the admin side it would be
(29:44) possible to make that available to the
(29:46) members as
(29:48) well okay great um yeah and I’ll just
(29:51) show real quick um on the back end of
(29:54) goab over here on the left hand side
(29:55) you’re actually going to see this is
(29:56) their manager dashboard um where you’ll
(29:58) be able to manage the entire back end of
(30:01) Go tab whether it’s you know changing
(30:03) menus changing product options running
(30:06) reports what have you this is our tabs
(30:08) page um where you’ll be able to search
(30:10) for any particular customer that placed
(30:13) an order based on the date range based
(30:15) on their name where they actually
(30:16) ordered from um and you’re able to come
(30:18) in here and find the broken down receipt
(30:21) um line item by line item you’re able to
(30:23) pull up the actual receipt from there as
(30:25) well and you can then you know if they
(30:27) need to copy the receipt if they needed
(30:29) that for their records you could shoot
(30:31) them an email um after the fact if they
(30:33) didn’t get one um or if they don’t have
(30:35) access to the receipt um as well um if
(30:37) they are if they’re ordering from their
(30:39) phone they have access to their goat
(30:40) profile uh guests actually have full
(30:43) access in their profile to find all the
(30:44) receipts that they’ve ever had um from
(30:47) any experience that they’ve had at a
(30:49) goab location including obviously this
(30:51) one um no matter what kind of payment
(30:53) that they took as well so they’ll have
(30:55) uh very direct access to what their
(30:57) history was um as well okay
(31:01) great all right and a few more questions
(31:04) here is there a way to keep Court
(31:06) Reserve non-members with credit card on
(31:09) file from passing payment to court
(31:12) Reserve so I’m I’m guessing that’s
(31:14) somebody maybe with a non-member
(31:16) membership type so maybe we’re wanting
(31:19) to limit who can charge to Go tab based
(31:22) on a membership type that’s not the case
(31:24) right now right now you can only prevent
(31:27) a um we actually also have a setting
(31:30) that prevents a specific member from
(31:32) charging To Go tab um but we don’t have
(31:35) anything right now based on membership
(31:37) type that would definitely be a good
(31:38) feature to add to this integration on
(31:40) the court Reserve side going forward um
(31:42) and it’s certainly something I can talk
(31:44) to our team about to see if we could
(31:46) do okay great next question since member
(31:51) number is different based on
(31:53) organization is Go tab going to verify
(31:56) to make sure that they are getting
(31:57) charged to the correct organization and
(32:00) that would be depending on the API keys
(32:03) in that organization correct yeah so
(32:06) when you have your goab account set up
(32:09) um and then you have your court Reserve
(32:10) account we’re not just going to let you
(32:13) go from Go tab to charge to any Court
(32:15) Reserve organization um so this is
(32:17) specific to the organization so if you
(32:20) have your pickle ball facility um in
(32:23) Michigan you also have your court
(32:25) Reserve set up for that specific
(32:26) facility um
(32:28) the API keys are going to link those two
(32:30) organizations together and so I’m not
(32:32) going to be able to charge to another
(32:34) Court Reserve account in New York and
(32:36) same thing for that Court Reserve
(32:37) organization in New York they can’t
(32:38) charge to somebody else’s um goab uh
(32:42) system as through go goab system as well
(32:45) so they are linked and secured based on
(32:47) the API credentials so organization a
(32:50) can only charge to organization a okay
(32:54) great um and we have another question
(32:56) that’s sort of related to members versus
(32:59) non-members can you separate out members
(33:01) from non-members in terms of discounting
(33:04) that’s available in
(33:09) ordering I’m not sure how discounting
(33:12) Works in in goab I’m not sure if there’s
(33:15) discounting available um but uh based on
(33:19) membership status I don’t believe at
(33:20) this time that we’re passing through
(33:22) membership status or membership type we
(33:24) are passing through statuses like
(33:26) suspended or expired or act
(33:28) um but to do that we would probably have
(33:31) to make some adjustments in order to um
(33:35) you know separate out any kind of
(33:36) discounting based on membership type and
(33:38) Court Reserve yeah so the way the the
(33:40) discounting and and and you know
(33:42) membership to an extent Works in goab um
(33:45) is that is all based on an individual’s
(33:47) phone number um and so if you have the
(33:50) memb phone number that you can an import
(33:52) into goab you can actually segment those
(33:55) members into their own membership
(33:56) segment Within goab which would then
(33:58) trigger automatic discounts and benefits
(34:00) on the food and beverage side um as you
(34:03) as it’s a it is as as Kim mentioned it’s
(34:05) not we’re not pulling that um
(34:08) information directly from corer but it
(34:10) would be if you had access to that
(34:12) information you could very easily import
(34:14) that into the segment in goab which
(34:16) would then trigger automatic discounting
(34:18) whether it be you know 15% off this or
(34:21) that and you can also time out those
(34:23) discounts um on certain days you can
(34:25) schedule them out on certain at certain
(34:27) times that day um and you can put a
(34:29) limitation on a lot of those discounts
(34:31) as well so um we have a very extensive
(34:34) rules engine in goab where you can build
(34:36) out all those automatic discounts that
(34:38) would be applied based on we like to say
(34:40) who what where and when um and this
(34:42) would be the who portion of that where
(34:43) it would recognize those members
(34:45) automatically based on their phone
(34:47) numbers and being in put into those
(34:48) segments um and you can also have them
(34:51) removed from those segments you know at
(34:52) any time as well okay great that’s great
(34:57) all right and we did have a question on
(34:59) the Branded app and the question is will
(35:02) the app be labeled as your organization
(35:05) rather than core reserve and that’s
(35:07) going to be sort of the the main thing
(35:09) with the Branded app so you’re going to
(35:10) have your own app in the app store both
(35:13) for Apple and Google um and it’s going
(35:16) to be your organization name rather than
(35:18) a general coure Reserve app where
(35:21) members can navigate through different
(35:23) clubs that use core Reserve yeah so this
(35:26) this integration is separate um it you
(35:29) know you branded app would be you know
(35:32) your app like Josh said your app’s app
(35:33) in the app store but um we’re not
(35:36) opening let me just think make sure I
(35:38) answer I understand the question
(35:39) correctly um we’re not able to open the
(35:43) the goab tabs on the customer’s side
(35:46) from within the Branded app so this
(35:48) would be if your customer was at the
(35:50) facility processing um trying purchasing
(35:54) food and beverage at the facility um
(35:56) it’s not done through the court Reserve
(35:57) branded app it’s done through the goab
(36:00) system um and and they they their
(36:03) different um Point of Sales Systems and
(36:06) and also to be fair um all the goab
(36:09) ordering is not actually app based um
(36:11) from a guest perspective it’s all
(36:13) browser based so you don’t actually
(36:14) don’t you won’t need to download any any
(36:17) additional apps in order to utilize the
(36:19) ordering portion of it okay awesome now
(36:22) you could do I’m sure since those are
(36:25) all web- based if you were an organiz
(36:27) ation with a branded mobile app you
(36:29) could certainly add a link on your
(36:31) dashboard that would be for Go tab
(36:34) ordering and it would take those users
(36:36) to those um that web- based ordering
(36:38) system so you could link it in your
(36:40) branded app customized um through your
(36:43) admin settings and your admin mobile app
(36:45) settings um but it’s not something that
(36:48) we automatically integrate into the
(36:50) Branded app you would just have to add a
(36:51) link it’s a good call out okay
(36:54) great all right and we did have a
(36:56) question um question was do you do we
(36:59) need receipt printers in case someone
(37:01) wants a receipt for business purposes
(37:04) and are there is there any other
(37:05) equipment that would sort of be needed
(37:07) to run this integration
(37:10) smoothly Adam I’ll I’ll let you take
(37:12) that one yeah you we have plenty of
(37:14) locations that run completely digital no
(37:16) no printers whatsoever um you can have
(37:19) you can have them like I mentioned
(37:20) earlier the receipts can all will all
(37:23) end up living in their goap profile as
(37:25) well so they’ll have access to them from
(37:27) there you can when you close out you’ll
(37:29) have the option of having the uh if you
(37:31) close out at a point of sale you’ll have
(37:33) the option of having that email to you
(37:34) or um uh text it to you as well so you
(37:37) won’t necessarily need and especially if
(37:39) you’re using a kitchen display screen as
(37:41) well you know you won’t need a kitchen
(37:44) printer in those in those scenarios um
(37:46) if you don’t want to use one um as far
(37:49) as um any additional equipment um it
(37:53) really depends on how you want to have
(37:57) people order um I would say that you it
(38:00) would be always be nice to have at least
(38:02) one point of sale to have for your staff
(38:04) have access to these tabs and have
(38:05) orders and stuff like that but if you
(38:07) want to make all of your uh guest guest
(38:10) ordering flow through the QRS I mean
(38:13) there’s no equipment that’s needed for
(38:14) those except printing out the QR Co
(38:17) codes for people to scan um otherwise
(38:20) you we have um the ability to do
(38:23) handheld um ordering devices you will
(38:25) need you know a display screen for the k
(38:27) for the KDs is to actually see the the
(38:30) the tickets that come in um and any
(38:32) other point of sale if you want counter
(38:34) point of Sal set up um there is a kiosk
(38:36) option a self-service kiosk option as
(38:39) well that we can um add into the into
(38:41) the flow of your of your
(38:44) concept I do want to pay back on the
(38:46) self-service kiosk aspect Josh I do know
(38:48) that we had a frequently Asked question
(38:50) in our document about um you know if I
(38:52) could set this up in an iPad to run
(38:54) alongside my court Reserve check-in
(38:56) kiosk um and so since the court Reserve
(38:58) check in Kiosk is web- based um you know
(39:02) essentially you could open another Tab
(39:04) and have that tab within your browser
(39:06) window uh pointing towards Go tab uh if
(39:10) it’s web based if that if that kiosk is
(39:12) web based or you know you have some sort
(39:14) of ordering system that is web based
(39:16) there um you know you could you
(39:18) theoretically use the same iPad to do
(39:20) that with a tabs different tab views um
(39:23) but you know sometimes that can get
(39:24) confusing for people so I did want to
(39:26) caution um if you know people were doing
(39:28) that that people understood how to you
(39:30) know get between the two different
(39:33) screens okay
(39:35) great all right and we did have a
(39:37) question so someone did notice that on
(39:39) the payment I I’m thinking this is on
(39:42) the Go tab point of sale page there was
(39:45) a search icon they noticed and they were
(39:47) wondering if you could look up members
(39:49) by last name on that search function
(39:53) rather than having to manually input
(39:55) things like the member last name and the
(39:57) member
(39:58) ID um right now there is the that search
(40:02) function is really to activate the
(40:03) search Fields um so it’s not like a
(40:06) lookup within the Go tab system um the
(40:09) if a memb you know members have access
(40:12) to their member numbers in court Reserve
(40:14) um so you don’t have to worry about you
(40:16) know they they’re able to go in and see
(40:18) what their member number is within them
(40:20) within their app or they have access to
(40:22) that um and then also Court Reserve
(40:25) admins also have access to the Court
(40:27) Reserve side of it with member numbers
(40:29) and things like that
(40:30) too okay
(40:32) great um we did have a question about
(40:35) how member numbers would not be
(40:37) automatically disabled if a so the
(40:40) question was if the member numbers on a
(40:43) member’s account would automatically
(40:45) disable if the member’s membership was
(40:47) not renewed so um I brought my settings
(40:51) back up here so you can see how that
(40:52) behavior can uh be uh you can stop that
(40:56) behavior from people with spired
(40:57) memberships from charging and Go tab so
(41:00) we have a prevent suspended and active
(41:02) members from charging and Go tab so if
(41:04) you have a member who you don’t want to
(41:06) be charging if their account is expired
(41:09) it’s passed due you know they didn’t
(41:11) renew they don’t have a membership you
(41:13) would want to turn this setting on and
(41:14) so that’s going to just throw back an
(41:16) error when they attempt to go charge
(41:18) that says membership is inactive please
(41:21) contact the facility for assistance kind
(41:23) of thing so then they can you know go to
(41:26) somebody that they need to to maybe um
(41:28) renew their membership or something like
(41:30) that if they actually opened their app
(41:32) and they completed the payment of the
(41:33) membership if it was just expired due to
(41:35) non payment or something the system
(41:37) actually updates every time that you
(41:39) send the charge through so within 30
(41:42) seconds a member could go back into the
(41:43) court Reserve app renew their membership
(41:45) go back into Go tab and complete that
(41:47) charge and they’ll be good to go okay
(41:50) okay so I see it looks like that
(41:52) question was based on the discounting so
(41:55) since we aren’t grabbing the phone
(41:58) number sort of automatically we wouldn’t
(42:01) have a way of automatically disabling a
(42:03) member you know if if they don’t renew
(42:05) for a specific membership that does have
(42:09) discounting right yeah since we’re not
(42:11) pulling those phone numbers and those
(42:13) segment lists through the API at this
(42:15) time it would be a process of managing
(42:17) that by the
(42:19) facility okay great in the last set of
(42:22) SE or questions that we have um so
(42:25) somebody has a facility that has a
(42:27) inquit facility sort of aspect and they
(42:29) were wondering what the approach would
(42:32) be in terms of using goab in that
(42:36) aspect yeah I mean we we we work with a
(42:39) lot of different locations that have
(42:41) private dining space banquet space stuff
(42:42) like that um one of the one of the kind
(42:45) of differentiators for goab when it
(42:47) comes to those types of things is that
(42:49) we will recognize um deposits as
(42:52) deferred revenue um and so you can
(42:54) actually remotely charge a deposit for
(42:57) space um by punching it into the point
(42:59) of sale and actually sending that tab as
(43:01) like an invoice uh remotely via email or
(43:04) via SS um and have them pay remotely
(43:07) that way so it’s obviously a lot more of
(43:09) a secure con connection you’re not
(43:10) taking credit card information over the
(43:12) phone and typing it in um and then that
(43:14) deposit will live virtually in the
(43:17) background in the in your deferred
(43:18) revenue uh stream you can then apply
(43:21) that um deposit to the event on the day
(43:24) of the event so that it hits your
(43:26) Topline sales on the actual day of the
(43:28) event that you took in that sales um so
(43:31) you know that’s usually you know a
(43:32) pretty good uh use case in in those
(43:35) environments um you know completely
(43:37) separately we also have a great
(43:38) integration with another piece of
(43:40) software uh called triple seat um where
(43:43) we’ll integrate in a very similar way
(43:44) we’ll be able to incorporate that into
(43:47) those events uh as well so um the we as
(43:51) far as also being able to create
(43:53) different QR codes that would then allow
(43:55) people to scan in into the QRS to be
(43:59) jump onto the tab for that event becomes
(44:02) extremely useful as well so it’s like
(44:04) you don’t have multiple people making um
(44:07) you know their own transactions based on
(44:09) the event that you’re hosting you have
(44:11) the host of event who wants to pick up a
(44:13) tab um they can share that that tab with
(44:16) everybody that’s coming in so as they
(44:17) Place orders um individually it’s all
(44:20) going onto that shared Tab and then we
(44:22) can also um allow um um the different um
(44:28) limitations on what people are actually
(44:31) able to um order we use um what we call
(44:34) event cards you can actually is issue
(44:36) those event cards to individuals within
(44:38) the party to then use as payment and
(44:40) then you can put limitations on what
(44:42) those uh event cards actually can be
(44:44) used for and when they can actually be
(44:46) used so think of them as like digital uh
(44:49) digital drink tickets um to an extent um
(44:51) you can use these for up to two beers
(44:54) within the time period of your event um
(44:56) so a lot lot a lot of really flexible
(44:58) ways in which you can manage your events
(45:01) utilizing goab in in that manner as well
(45:04) okay
(45:05) great all right um and that covers all
(45:08) of the questions that we had in the
(45:10) Q&A um let me see if there are any
(45:12) general questions that we have here that
(45:15) did not get answered um one one quick
(45:18) one can guest sign up for a membership
(45:21) through the goat point of sale no a
(45:24) members or I’m sorry a person is going
(45:26) to to sign up for a membership through
(45:28) the court Reserve System still but as
(45:29) soon as they have that membership and
(45:31) it’s active in court Reserve um they’ll
(45:32) be able to charge charges over to goab
(45:35) or from goab to court Resort
(45:37) sorry okay perfect so that goes over all
(45:40) of the questions that we have today
(45:42) thank you everybody for joining us thank
(45:45) you Adam Patricia and Kim for being here
(45:47) this was a very informative webinar uh
(45:50) for everybody that would like to see a
(45:52) recording or if you know somebody that
(45:54) couldn’t join we will have the recording
(45:56) for for this webinar both on Go tab’s
(45:59) YouTube channel and core reserve’s
(46:00) YouTube channel so be on the lookout for
(46:02) that awesome thank you guys so much it
(46:05) was awesome being here same here
(46:07) everybody thank you everybody