Accounting

Accounts Payable:

• Create invoices batches and to post to the GL
• Yearly 1099 Prints for your marked vendors
• Print checks for your vendors in batch prints
• Make payments towards invoices received against PO allowing for accurate inventory and accounting submission

Accounts Receivable:

• Create and add tickets to a batch to post to the GL
• See member profile for monthly or outstanding balances and search for past transactions
• Monthly statement with the options to print or email to members
• Delinquent and suspended letters generated for members based on your club’s rules
• Transactions from POS are recorded automatically to Accounts Receivable

General Ledger:

• Complete record of financial transactions for the club
• Automate Recurring Journal Entries
• Upload Budgets into the system and compare against actuals
• Manage and create new COAs

Membership

• Create and maintain the member database and send monthly member statements
• View membership analytics with customizable reporting
• Seamlessly integrate membership transactions with Accounting
• Manage memberships, renewals, property sales, and leasing sales
• Activate guest cards from member website and app
• Maintain gift certificate balances and purchases

Inventory Receiving

• Easily create and share purchase orders with vendors electronically
• Facilitate flow of retail items from receiving to transferring through to the point of sale
• Track and audit all items, allowing for quick and seamless month end processes
• Conduct inventory accurately while operations are still open for maximum flexibility
• Create custom barcodes for any item allowing for streamlined inventory counts through preferred scanner type

Retail POS

• Allow retail associates to manage merchandise sales
• Manage multiple retail locations from one workstation
• View in-depth retail analytics that create agile decision making
• Access member profile during each transaction to offer a customized shopping experience for every member
• See a member’s transaction history in an instant allowing for upsell and cross-sell recommendations based on previous purchases
• Distribute and manage gift cards

Human Resources

• Manage the workflow from recruitment and job posting, to interview process, and ultimately, to employee onboarding
• Automate mass employee loading for seasonal employees or international hires
• Add benefits and deductions through employee portal and app, reducing data input redundancy
• Allow employees to review their schedules, pay stubs, HR communications and edit personal information in the employee app
• Create job codes and assignments that flow through the entire Cobalt infrastructure
• Track and submit performance evaluations
• Create and review schedules for all departments, or automate the process entirely

Payroll

• Rest easy knowing your tax tables are constantly updated to keep up with regulatory changes
• Review & process payroll in an expedited manner
• Manage employees’ timecards ensuring accurate payroll and time punches
• Comply with budgeted hours, while reviewing daily, weekly, monthly variances all on one screen
• Print paystubs and W2’s or setup direct deposit directly from Cobalt
• Manage multi-type pay-periods and methods including international employees

Work Order

• Report issues and track their progress
• Automatically assign work orders to personnel based on their expertise
• Manage projects with multiple assigned duties
• Identify and manage team member workloads throughout the day
• Send automatic notifications of work status and completion
• Plan and reduce costs with the preventative maintenance scheduler

Reservations

• Members may request reservations and add guests and preferences for activities and dining
• Events registrations are linked to POS to ensure accurate billing and seamless event management
• Event updates are made instantaneously, allowing seating assignments and change of location notices via push notifications
• Members can manage events and registrations from their mobile device
• Reservation system is scalable to fit all operation sizes
• Member preferences are communicated seamlessly to operations managers
• Reservation and event analytics provide insight into bookings success rates

Golf

• Scalable tee time lottery system that allows for customizable club regulations and preferences for in-season and out of season
• Manage multiple courses and share course changes with the push of a button
• Integrated with handicap leader, Golf Genius
• Never miss a chance to golf with your “Golf Buddies”
• Members can request tee times for themselves and large groups through member app
• Golf tee time history readily accessible through member app
• Golf check-in is tied to POS allowing for immediate account & accurate charging
• “Starter Screen” to show the starters if the group has completely checked in and paid

Tennis

• Create and manage court bookings
• Manage courts for any club size or club needs
• Customize and store court blocks so reservations cannot be made on that specific day/time
• Book a lesson option for members to book lessons with their favorite trainers
• Build and facilitate arranged game play for your members
• Communicate court changes to members instantly through the member app
• Share tennis instructional videos directly through the member app

Marketing & Communications

• Easily create and maintain the club’s marketing website and app allowing for updates on the fly
• View analytics on email marketing campaign success
• Share news and videos that will keep your members engaged
• Keep members up to date with push notifications and SMS text capability
• Create member groups with similar interests, and automate different information type distributions
• Allow members to stay connected with one another through Cobalt’s member message boards
• Give members the option to intuitively book reservations directly from notifications they receive

Club Analytics

• Customizable analytics of club operations
• Allows leaders to make data-based decisions, not “gut” based decisions
• See where and when your members utilize the club
• Be proactive instead of reactive by making smarter decisions in the moment, not the end of the month or season
• Handle your board of governors meetings with ease and efficiency
• Drive membership satisfaction through a deeper understanding of member spending and club usage

Spa

• Manage member bookings for spa, salon, and the fitness center with ease
• Automate commissions and member charging through integrated POS
• Update member preferences to create customized experiences
• Manage therapists and trainer’s schedules while streamlining services available to members
• Integrate with mobile handhelds to allow for member and schedule management throughout the facility
• Integrate with accounting with services mapped to charge code
• Set up rooms and location for services provided

Member App

• Provide your club experience in the palm of your members hands
• Make member cards a thing of the past with touchless member cards
• Create and activate guest cards
• Communicate and distribute marketing or club news directly to members based on their preferences
• Allow members to view and track gift cards
• Give members the ability to manage their membership profile and make changes instantly
• Offer mobile view of account charges and monthly statements
• Display club hours and events so members can plan ahead or be alerted of changes