Club and Clinic Details - Incomplete Meetings tab

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Location in standard build: Clubs and Clinics > Clubs/Clinics/Groups > Click on club/clinic in question > Future Meetings tab

The Future Meetings tab is where meetings that have not happened yet are shown. It's also the place where you create meetings (i.e. tell the system that a meeting is going to happen, and who's going to attend).



Creating new occurrences

At the bottom of the tab, there is an area titled "Next Uncreated Occurrence".

File:CCD 14.png


"Create Next Occurrence" button

The system will make a guess at when the next occurrence is going to be, based on the last known occurrence and the options on the Occurrence Details tab. For regularly occurring meetings you will probably be able to use this button (several times if required) to create your future occurrences. Simply click the button, and the next occurrence will be created.


"Create More New Future Occurrences" button

If the system's guess at when the next occurrence will be is wrong, or you want to create several incomplete occurrences, you can use the "Create New Future Occurrences" button. Clicking the button will display this screen:

File:CCD 15.png


You can now create a future occurrence, or create several in one go. Enter the number of occurrences you would like to create and the date of the first one (note: it must be a day that the club/clinic will happen on, according to the Occurrence Details tab).

File:CCD 16.png


Then click "Save Details" below the list of incomplete meetings.

File:CCD 17.png


The occurrences will now be created.


Working with occurrences that have been created

Once occurrences have been created, they appear on the "Future Meetings" tab, as shown.

File:CCD 18.png


Confirming the occurrence

The first thing to do is to confirm the occurrence. This is where you tell the system that the occurrence will definitely take place; you can also assign those members that are going to attend.

Click on the "Confirm" button.

File:CCD 19.png


You will now see a screen with the available appointment slots for people to attend, as shown.

File:CCD 20.png





Rob Kay - manual author (talk) 13:06, 12 January 2016 (GMT)