Member Experience
Last 7 days · vs prior week
Automated pipeline — upload the end-of-shift report and Club Vero does the rest. No manual sending, no chasing.
Property NPS
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Last 7 days
Response rate
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Last 7 days
Surveys sent
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Last 7 days
Open case alerts
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Benchmarked indices
Last 30 daysEach index is scored 0–100 from the questions tagged to it in your survey templates. Questions you add without a tag are collected but never affect these numbers.
CHI · Club Health
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Loyalty & recommendation
SSI · Service Satisfaction
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Staff & service quality
OHI · Operational Health
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Operational effectiveness
Outlets
Last 7 days NPS and response volume by outlet.
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Recent open-text feedback
Feeds directly into the weekly AI analysis.
No comments yet.
Outlet performance
Scores are calculated from survey responses. Add outlets in Settings, then upload POS data or log visits to start collecting feedback.
No outlet data yet. Scores will appear here once survey responses are submitted.
Trends
CSAT, Food, Service, and NPS charted month-on-month. Data is calculated from submitted survey responses.
No trend data yet. Charts will appear once you have survey responses across multiple months.
Server leaderboard
Server scores from survey data. Composite = NPS (30%) + Overall (30%) + Food (20%) + Service (20%).
AI analysis
AI-generated training recommendations and recognition, based on server survey scores and guest comments for the selected period.
Weekly AI narrative
Generated weekly on Fridays from survey comments across all outlets. Click "Generate now" to run analysis on-demand.
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Training action plans
Generated weekly by AI from guest feedback. Priority-tagged, tracked to completion.
Case alerts
Any response scoring low is flagged the same day it's received — not at month-end review.
All
Open
Assigned
Resolved
Add a member
These are the fields the eligibility check and survey delivery use — same six as the CRM export.
Bulk import
Upload the club's membership export — matches the six required fields exactly.
⬆
Drop a CSV or PDF here, or click to browse
member_id, first_name, last_name, phone_number, email_address, communication_preference, opt_out_flag
Members
| Member # | Name | Phone | Pref | Status |
|---|
Queued surveys
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Who will receive a survey
Everyone below qualified on spend and hasn't been surveyed at that outlet inside its re-survey window. Send someone early, or remove anyone who shouldn't get one.
| Date | Name | Outlet | Spend | Channel | Goes to |
|---|
Add a visit
Log a visit manually — works for members, guests, commercial visitors, or anyone else.
Visit log
All visits on record — from POS uploads and manual entry.
All
Members
Visitors
Commercial
Golf
Other
| Date | Name | Type | Outlet | Spend | Qualifies | Survey |
|---|
Events scorecard
Events carry their own NPS and CSAT. Golf events and everything else are scored apart and roll up together — this is a separate department from the outlets, so none of it moves your Club Health, Service or Operational indices.
All events
| Date | Event | Type | Attendees | Surveys sent | Responses | NPS | CSAT |
|---|
Survey log
Every survey sent, pending, and completed — with delivery channel and response status. Answers are shown against the question each member was actually asked.
All
Awaiting reply
Answered
| Date | Member | Outlet | Channel | Status | NPS | Overall | Link |
|---|
Message log
Every SMS and email sent by the system — surveys and test messages.
All
SMS
Email
Failed
| Date | Member | Channel | Recipient | Status | Body |
|---|
Upload end-of-shift report
One file, once a day. Everything after this happens automatically.
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Drop your POS export here, or click to browse
PDF, CSV or Excel · NorthStar, Jonas and Lightspeed exports are read as they come out of the POS
Eligibility logic applied automatically: a visit qualifies for a survey if its spend meets the outlet's threshold and the member hasn't already been surveyed for that outlet within the frequency window. Everything else is skipped — no manager review needed.
Golf surveys
Last 30 daysCourse conditions, pace of play, and pro shop scores from post-round surveys sent via tee sheet upload.
Golf NPS
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Surveys sent
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Response rate
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Responses
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Average scores
No data yet
Recent responses
No responses yet
Upload tee sheet
Upload the day's tee sheet. The system extracts member IDs and names so you can review who will receive the golf survey before sending.
⛳
Drop a tee sheet here, or click to browse
PDF, CSV, or Excel (.xlsx) with member IDs or names · date is auto-detected
Golf survey log
All golf surveys sent, showing member, date, and completion status.
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Golf survey questions
These are the questions members see after their round. Changes apply to all future golf surveys.
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Survey templates
Each survey type uses its own question set. Members see the template attached when the survey is sent.
Club profile
FieldValue
Club name
Time zone
Currency
Outlets
Everything about your outlets lives here — the name, the minimum spend that qualifies for a survey, how many days before a member can be re-surveyed, and which questions they are asked. Leave the questions on "Default for visit type" for ordinary dining; choose a template when an outlet needs its own, such as a racquets centre or a lesson. Changes save automatically.
Add outlet
Servers
Front-line servers and waitstaff credited with sales — this is the list the Server dropdown offers when you log a visit, and who receives a shift survey. Separate from Team members above: a General Manager does not belong here unless they actually work the floor. A phone number or email is what makes someone reachable — anyone without either is credited for their sales but cannot be sent a shift survey. Edit a phone or email directly in the list; changes save as you leave the field.
Add a server under Team members → Add a person, choosing Servers — one place for everyone, whichever list they belong on.
Survey delivery
Surveys are queued when shift data is uploaded and go out once a day at the time you choose here. Changing the time takes effect straight away — if the new time has already passed today, that day's batch goes out within a minute. Nothing is ever sent between 8 PM and 8 AM Eastern.
How often one member can be surveyed
Several cheques at the same outlet on the same day already count as one visit. This caps a member who used different outlets — the highest-spend visit is the one surveyed, and the rest are dropped rather than saved for later.
Staff shift surveys
At the end of each day, every server recorded against a visit gets a link asking how their own shift went — overall, whether they felt supported, whether the workload was manageable, and whether they had what they needed. Off by default: switching it on starts messaging your team. Nothing sends between 11 PM and 11 AM Eastern.
Team members
Staff who can be assigned case alerts and manage the system. Each role sees only what it needs. Adding someone here does not put them on the Servers list below — that is who gets credited with a cheque and sent a shift survey. Somebody who does both belongs on both.
Add a person
One place for everyone. Team members hold a role and sign in to this dashboard.
Servers are credited with cheques, appear in the Server dropdown when you log a visit,
and receive shift surveys. Somebody who does both goes on both lists.
Upload a roster
Same "Add to" choice as above. Paste from a spreadsheet, or choose a CSV. First row must be the column names.
Team members needs
name (or first_name and last_name) plus optional email and role.
Servers needs name plus optional phone and email.
Anyone already on the list is updated rather than added twice. This does not create dashboard logins — do that below, one person at a time.