Difference between revisions of "Clubs And Clinics Module"

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	===Method 1: Adding members as part of "Record a Contact"===		===Method 1: Adding members as part of "Record a Contact"===
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Revision as of 14:01, 21 September 2015

Charitylog's Clubs And Clinics module is part of the "core", i.e. it is included with every customer's system. The module lets you manage attendances, in two ways:

1. A regularly occurring group, where everyone attends at once and people may attend on a regular basis (like an IT group, walk club, or similar) which we call Clubs.
2. A regularly scheduled session where people attend in timed appointment slots (a nail cutting service or counselling appointments, for example), which we call Clinics.

This flowchart shows the process of running Clubs and Clinics.

File:CCflowchart1.png

Viewing details of Clubs and Clinics

To see Clubs/Clinics that are already set up on your system, open the "Clubs and Clinics" submenu, then click on the "Clubs/Clinics/Groups" menu item.

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The resulting page will list the clubs that are currently set up. For a new system, this page may be blank.

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Adding members

Clubs and Clinics are based on the concept of membership. A client can be a member of any number of clubs or clinics. Also, a client cannot attend a club/clinic without being a member. Therefore, if you want to use the module, you will need to add people to the membership lists. There are two ways this can be done;

Method 1: Adding members as part of "Record a Contact"

This is the most common way to add members to a Club or Clinic - you add the client to the club membership at the same time as you record whatever contact you had with them which prompted you to make them a member. It could be a simple phone call from the client requesting membership, or a referral from another organisation recommending them. Whatever the scenario, when recording a contact with the client, you will see the following in the "Options" section on the right of the "Record a Contact" screen;

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Clicking on the "Add To Club/Group/Clinic Membership" heading will display a list of the available clubs and clinics, with a tick box to add the client.

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Note that at this point, you have already chosen the project for which you wish to record the contact, and so the system is only showing the clubs/clinics which are within that project. If you need to add them to a different project's club/clinic, you will need to record a separate contact within the other project, or add them from the Client Details screen (below).

Placing a tick in one of the club/clinic boxes will automatically place some text in the "Details of Contact" text box, to record in the client's history that they have been added.

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Method 2: Adding members directly from the Client Details screen

You can also add people to memberships directly from their Client Details screen (or the Details screen for any other org/person Type - Volunteer Details, etc). You should only add people to memberships this way when you don't need to record a Contact. Reasons might be -

1. You're adding people as part of a system migration from another system, perhaps when your Charitylog system is new
2. You've had a single contact with the person, but they would like to be added to the membership of groups under several different Projects (even this isn't always a good reason - usually when someone wants to access more than one Project, they should have more than one Referral)
3. You've recorded the contact with the person but forgotten to add them to the membership of one or more groups

At the bottom of the "Client Details" screen is a "Club & Clinic Membership" link.

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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.
• 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.

Creating and Confirming Occurrences

Creating occurrences

Once the club/clinic has been created, and some members added, you are ready to set up some occurrences. Open the list of active Clubs/Clinics (by clicking the Clubs/Clinics/Groups menu item in the Clubs and Clinics submenu), then select the Club/Clinic you want to work with.

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Now click on the "Future Meetings" tab. This will display any future occurrences (that is, occurrences which have already been confirmed).

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In the bottom half of the "Future Meetings" section you will find the facility to create more meetings in the future. There are two options:

• "Create Next Occurrence", which is the system's guess at the next occurrence, based on the day the club runs on and the date of the last occurrence;
• "Create More New Future Occurrences", which will allow you to create several occurrences into the future in one go.

Clicking "Create Next Occurrence" will make the occurrence appear in the area above (i.e. in the area displaying future meetings waiting for confirmation). The screen will now update to show the next occurrence after the one you have just created. If you like, you can simply click this button repeatedly to create as many occurrences as you need.

If you want to create more than one occurrence in one go, and/or the next assumed date shown by the system is not correct, you can create occurrences by clicking the "Create More New Future Occurrences" button.

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Click here for details of how to do this.

Confirming Occurrences

The next step is to confirm the occurrences. This is where you tell the system that the occurrences are going to happen, and at this point you can also say who will attend. Open the list of active Clubs/Clinics (by clicking the Clubs/Clinics/Groups menu item in the Clubs and Clinics submenu), then select the Club/Clinic you want to work with.

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Pick the appropriate occurrence and click "Confirm".

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You will be shown a screen which displays the available slots for members attending.

• If this is a "Club" (i.e. everyone attends at the same time), the available slots will all be displayed with the same time.
• If it is a "Clinic" (i.e. clients attend in managed time slots), the slots will be displayed with start times.
• If the club/clinic is set to "bring forward client attendances", the system may copy the times people attended from the previous occurrence - but you can change the times if you need to.

You don't need to fill in all the slots now - you can empty them all, or only assign a few people at this point; whatever you need. Whether or not you fill in the attendance now largely depends on what sort of Club it is.

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All that you really need to do is to let the system know that this occurrence of the club/clinic is going to happen, which is done by clicking the "Save Details" button at the bottom of the screen.

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The occurrence is now confirmed.

Planned Occurrences

Now that the occurrence is confirmed, you can let the system know when it has actually happened - but before that there is plenty of useful functionality that you can make use of.

Functionality post-confirmation and pre-completion

Arranging client attendance

At any time, you can access the attendance lists for planned clubs and clinics by going to the "Future Meetings" tab for that Club/Clinic, and clicking "View/Edit" on the occurrence in question.

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Clicking this button will take you to the attendance page, where you can appoint the clients who will attend. You can edit the attendance at any point up until the club/clinic is recorded as complete on the system.

Rearrange the occurrence

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This button will allow you to change the date the club/clinic is due to happen on, and if necessary, reassign it to a different staff/volunteer. Note that by using this button, you can rearrange the occurrence to happen on a different day to that which it usually happens on, if you need to.

Print the attendance schedule

This will print a summary sheet of who is due to attend and when, for the member of staff/volunteer to use at the club/clinic.

Print client signature sheets

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A simple sheet with the names of the clients due to attend, and a space for them to sign to confirm their attendance.

Extended signing in sheets

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Prints the full address of each client, with a space for signatures and payments.

Appointment cards

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Prints an appointment card for each client. These will print out as one card per page.

Transport lists

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Prints the relevant transport lists for the clients that are currently booked onto this occurrence.

Delete the occurrence

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This button will allow you to delete this occurrence of the club/clinic, if it has been entered in error or the occurrence has been cancelled.

Complete Occurrences

Once the Club/Clinic has actually happened, you can record the attendances. Click the "Complete" button on the occurrence in question, on the "Further Meetings" tab.

You will then see a screen like this:

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You can now enter the details of who attended. Tick the boxes as appropriate to say whether they attended and whether they paid. There is also a field for voluntary donations to be entered.

When you are done, click "Save Details", and the completed occurrence will be saved.

Club & Clinic Calendars

Club & Clinic Calendars are a beta feature.

BETA PAGES are those that are presently under development, but may be missing certain features etc. Beta pages are a chance to get user feedback on a feature before it is fully completed. This allows users to have their suggestions taken on-board after using it for a while.

Clubs and Clinics can be viewed graphically, on a calendar. The main calendar is accessed by clicking "Calendars" on the left-hand menu, then "Open Calendar: All Clubs/Clinics/Groups".

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Individual calendars can also be opened from the "Launch Calendar" button at the bottom of the Club/Clinic's "Details" screen.

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These calendars have drag-and-drop functionality;

• Confirmed occurrences can be rearranged
• Attendees can be moved from one time slot to another.

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Rob Kay - manual author (talk) 10:49, 27 August 2015 (BST)