Difference between revisions of "Club and Clinic Membership"
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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. | 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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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. | 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. | * To give the client membership of a Club/Clinic, use the "Add" 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. | 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. | ||
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Revision as of 15:33, 29 June 2018
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.
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.
- To give the client membership of a Club/Clinic, use the "Add" link.
- To edit an existing membership, use the "Update" link.
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.
Printing an Attendance Report for this client
At the top of the Club and Clinic Membership screen is a button, "Print Attendance Report".
This button will take you to the Club and Clinic Attendances screen, where you can print an attendance report for this client.
Rob Kay - manual author (talk) 14:18, 16 November 2015 (GMT)
