Getting Started

Watch the Intro Video

A quick walkthrough of the CAPTURE dashboard, email sync, and opportunity management.

What Is CAPTURE?

CAPTURE is a CRM built for golf clubs. It's the single place where every enquiry, every conversation, and every follow-up lives — so nothing falls through the cracks.

Instead of juggling spreadsheets, email inboxes, and sticky notes, everything is in one system:

• Central contact database with tags and segmentation
• Visual drag-and-drop pipelines for Membership, Societies, Events, and more
• Web forms with GDPR consent built in
• Email campaigns and broadcasts
• SMS with two-way conversations
• Automated workflows — auto-responses, follow-up sequences, staff alerts
• Dashboards and reporting
• Booking calendars with Outlook and Gmail sync
• Conversation inbox — emails, SMS, and calls in one view
• Mobile app so your team can work from anywhere

How Your Account Is Set Up

When we launch your CAPTURE account, everything is pre-configured and ready to go. You don't need to build anything from scratch.

Every CAPTURE account is built from the same template, which means tags, fields, pipelines, forms, and automations are consistent across every club. This is important — it means things work the same way everywhere, and when we help you, we know exactly how your account is structured.

Your club will also receive an onboarding guide with the full details specific to your setup — including every tag, every form, your data imports, and your Smart Lists.

Here's what's already set up:

• Tags — labels that organise contacts by source, interest, compliance, and more. Applied automatically by forms and workflows.
• Custom Fields & Values — golf-specific fields (membership type, handicap, CDH number) and your club's details (name, phone, staff) that personalise emails and forms.
• Forms & Automations — web forms that create contacts, apply tags, trigger emails, and alert your team — all automatically.
• Data Imports — how your existing data is migrated in and how to import new contacts yourself.
• Smart Lists — saved filters for targeting the right people when sending campaigns.
• Conversation Snippets — quick-reply templates your team can use to save time.

Each topic has its own page in the Your Account section of this help centre. Your onboarding guide covers exactly what's been set up for your club specifically.

Your First Login

1. Go to your CAPTURE login URL (provided during onboarding)
2. Enter your email and password
3. You'll see the Dashboard with an overview of your pipelines, recent activity, and key metrics

Your Onboarding Checklist

• Watch the intro video — the walkthrough above covers the dashboard, email sync, and opportunity management
• Log in — go to your CAPTURE login URL, enter your credentials, and explore the dashboard
• Set up your email sync — connect your email so conversations are tracked automatically. See Email Sync Setup.
• Review your pipelines — open Opportunities and familiarise yourself with your stages. See Pipeline Management.
• Import your contacts — before importing any data, speak to an Albatross team member first. See Data Imports.
• Connect your social accounts — start scheduling posts. See Social Planner.
• Explore email marketing — browse your templates and set up your first campaign. See Email Marketing.

Quick Reference

Need Help?

Check our FAQs or contact the CAPTURE support team.