Difference between revisions of "Club and Clinic Membership"

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(Created page with "The Club & Clinic Membership page shows clubs/clinics/groups that a particular client is a member of, and also shows all the other groups on the system. From this screen you c...")
 
 
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The Club & Clinic Membership page shows clubs/clinics/groups that a particular client is a member of, and also shows all the other groups on the system. From this screen you can edit the client's membership details for any group they are a member of. You can also add them to the membership of groups from this screen.
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[[File:helpheader_small.png|right]]
  
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The page is accessed by clicking a link at the bottom of the [[Client Details]] screen, as shown.
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The Club & Clinic Membership page shows clubs/clinics/groups that a particular client is a member of, and also shows all the other groups on the system. From this screen you can edit the client's membership details for any group they are a member of. You can also add them to the membership of groups from this screen, however this will limit the reporting capability and override the maximum number of members, See [https://wiki.dizions.co.uk/index.php/Clubs,_Clinics_%26_Groups#Managing_Members Club & Clinic Membership] for further details.
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Clicking this link will show you the client's memberships, and all of the other clubs and clinics on the system. You can add the client to any or all of the clubs/clinics, and edit the details of active memberships.
 
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* To give the client membership of a Club/Clinic, use the "Add" link.
 
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* To edit an existing membership, use the "Update" link.
 
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This screen is independent of Projects, so you can add the client to several memberships at once, even across several Projects. However, don't forget that adding memberships from this screen does not record any contact with the client. If you need to record a contact as well as add membership, you will need to add them to the membership(s) from the Record a Contact screen.
 

Latest revision as of 10:03, 20 February 2023

Helpheader small.png

The Club & Clinic Membership page shows clubs/clinics/groups that a particular client is a member of, and also shows all the other groups on the system. From this screen you can edit the client's membership details for any group they are a member of. You can also add them to the membership of groups from this screen, however this will limit the reporting capability and override the maximum number of members, See Club & Clinic Membership for further details.

Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Club_and_Clinic_Membership&oldid=15212’