Youth Membership Enrollment
How do I assign a Member to a Session’s Team/Roster?If a member has enrolled in a Session where you created a Team/Roster, you can now assign them on the Enrollment Dashboard. Mouse over the "Actions" menu and click, “Team/Roster”. This will launch a dialog window where you will need to select the School Year, Site, Program and S…1 min readHow do I Enroll someone from the Wait List?On the Enrollment grid look for the column called, “Enrollment Status”. This column will show if the member is enrolled or on the Wait List. You can then edit that enrollment by clicking on the edit (Paper and Pencil) icon. This will launch a dialog window displaying the details…1 min readHow do I view the payment details of an Enrollment on the Enrollment Dashboard?On the Enrollment Dashboard there is a small right facing triangle on each enrollment row. If you click that triangle it will open up another grid with details on all the payments for that Enrollment. It will show: - Payment Date - Amount - Payment Type - Subsidy - Memo - Check…1 min readWhat does the Dollar or Money Icon indicate?The Dollar icon means that there is money owed on this particular enrollment. If you click the Dollar icon it will launch a dialog window to enter a new payment. Clicking the Dollar Icon will launch a dialog to enter a payment on that enrollment.1 min readHow do I enter a new Payment on the Enrollment Dashboard?A new payment can be entered either by clicking on the Dollar icon or when you expand the payment details on an Enrollment you will find a, “+ Add Payment” button. This button will launch a dialog window that will allow you to enter the following: - Payment Date - Amount - Payme…1 min readCan I delete a Payment?Yes, while viewing the Payment details on the Enrollment grid each payment has a Trash Icon that you can click to delete that transaction. If you can't find it scroll the horizontal scroll bar to the far right. This will not initiate a refund of the transaction, however. To init…1 min readHow do I edit an Enrollment on the Enrollment Grid?On the Enrollment grid you will find a Paper and Pencil icon on each row. Clicking this icon launch a dialog window that will allow you to edit the following: - Enrollment Date - Enrollment Status - Grade - Comments - Session - School1 min readHow do I delete an Enrollment on the Enrollment Grid?On the Enrollment grid you will find a Trash Can icon on each row. Clicking this icon will completely delete the Enrollment.1 min readCan I view the payments for youth memberships line by line?Yes, under the Youth Membership menu click on Payment History. This grid will display each payment transaction as its own row. This is also where you can print receipts and statements for the Payments and Members.1 min readHow do I create/print a Payment Receipt?On the Payment History Dashboard there is a column called “Receipt”. Under this column is a single individual icon which will allow you to create a PDF receipt for a single transaction for a member.1 min readHow do I create/print Member Statements?Member Statements can be created a number of ways on the Payment History grid: - Print/create a Statement for a single Member – This can be done by finding the desired Member on the Payment History grid and clicking on the single individual icon under the “Statement” column. - P…1 min readYouth Member Fee SetupIndependent fees can now be charged to a Youth Member’s record without requiring a Membership or Program enrollment. To set up a fee, navigate to: Workspace Youth Membership Programs/Fees Above the grid, hover over the + New button and click Fee. The setup process consists of th…3 min read