Overview & Setup

Can I copy an existing School Year?
Yes, to copy a School Year go to the School Year List grid and select the specific School Year. The row will highlight in blue. Then click the blue, “Copy...
Thu, Mar 24, 2016 at 9:22 AM
What is a Program?
A program is any class, sport, training, etc. that your organization offers for members to enroll in. Your program can then be divided into individual ses...
Thu, Mar 24, 2016 at 9:22 AM
How do I create a new Program?
On The Membership Setup screen click on “Setup Programs” This will take you to the Program List page. This page contains a grid that will display all your...
Thu, Mar 24, 2016 at 9:28 AM
What fields do I need to enter on a Program’s Acknowledgement Info tab?
On the acknowledgement Info tab you need to enter 4 things:   Event Name – Enter what the Name of your Program is. Email Display Name – Enter th...
Thu, Mar 24, 2016 at 9:29 AM
What fields do I need to enter on a Program’s Program Details tab?
On the Program Details tab you will need to enter the following items:   School Year (Required) – Select which School Year this Program is attached...
Thu, Mar 24, 2016 at 9:32 AM
What fields do I need to enter on a Program’s Program Setup tab?
On the Program Setup tab you will need to enter the following items:   Sessions – Session are the different break downs of the program, they could ...
Thu, Mar 24, 2016 at 9:34 AM
How do I create a Program Session?
While setting up the Program on the Program Setup screen click the, “+ Add Session” button. This will launch a new dialog box and you will need to enter t...
Thu, Mar 24, 2016 at 9:38 AM
How does Auto-Enroll work on a Session?
Auto-Enroll is for any sessions where there is no cost involved and it is included with the Membership or another session purchase. When this setting is t...
Thu, Mar 24, 2016 at 9:38 AM
How does Pay Later work on a Session?
Pay Later allows the person enrolling to choose to not pay the full cost of the Session up front. When you turn this option on it adds a toggle switch to ...
Thu, Mar 24, 2016 at 9:39 AM
How does the Wait List work on a Session?
The wait List allows for members to add their name to a list after the capacity for that session has been reached. The member isn’t required to pay any mo...
Thu, Mar 24, 2016 at 9:39 AM