Club and Clinic Details

The "Details" screen for a club or clinic shows all the details of how and when it happens, along with future and completed attendances.

General Details tab

The General Details tab is for information about the meetings. See Club and Clinic Details - General Details tab for more information.

File:CCD 1.png

Occurrence Details tab

The Occurrence Details tab is for information about the way the occurrences happen. This is where you define how often meetings will happen, how long they will last, and so on. See Club and Clinic Details - Occurrence Details tab for more information.

Attendance Details tab

This tab allows you to control the way that the activities at each meeting happen. The way that you set the options depends on how complicated the club/clinic/meeting in question is.

Club/Clinic/Group Fee Due at Each Attendance

This field lets you enter a fee which clients pay to attend. This will be displayed on the Completion screen (where users enter details of who attended a session), with the option to say whether the client paid or not.

Activities, Treatments and Requirements of Membership

This section is multi purpose; it can be used to enter details of things that may happen at the session, items the client may purchase while they are there, treatments the client may receive, and so on. For example -

• If the session has several activities available (e.g. an art class with painting, drawing, ceramics and knitting), these would be set up here.
• If there are refreshments available which the client can choose to have at the session, these would be set up in this section - "cup of tea", "lunch" etc.
• If there is a form that the client needs to fill in when they attend, this could be set up here too.

Each line in this section can have an associated cost, the option to show it as a tickable option when entering client attendances, whether the activity is exclusive or not, and a maximum number of clients who can take this option when they attend.

File:CCD 3.png

Member Details tab

This tab displays the people who are members of this club/clinic. Remember that Members are all the people who might attend; if someone is on this tab it doesn't necessarily commit them to attending at any point, it just means that they can be booked to attend an occurrence if desired.

By clicking the headings here, you can re-order the list of members.

The list displays the following information about the members:

• Name - made up of surname, title and first name from the Client Details Screen
• Membership Card
• Calendar
• Telephone number
• Email address
• Date of Birth
• Referral Date
• Start date
• Transport Method

Future Meetings tab

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Rob Kay - manual author (talk) 15:50, 4 January 2016 (GMT)