Difference between revisions of "Clubs And Clinics Module"

From Charitylog Manual
Jump to: navigation, search
(Background to Clubs & Clinics)
Line 25: Line 25:
 
* Invoicing for Club/Clinic attendance in conjunction with the Accounts module
 
* Invoicing for Club/Clinic attendance in conjunction with the Accounts module
 
* Club & Clinic reporting
 
* Club & Clinic reporting
 +
 +
==Setting up a Club/Clinic==
 +
 +
Most of the Clubs & Clinics module is to be found in the "Clubs and Clinics" submenu.
 +
 +
 +
  
 
=Calendars=
 
=Calendars=

Revision as of 11:42, 21 January 2013

Helpheader small.png

This overview chapter is part of the User Manual.

To go to the previous overview chapter, click here: Volunteers.

To go to the next overview chapter, click here: Support Worker Module.

Clubs/Clinics/Groups

Background to Clubs & Clinics

Charitylog's Clubs And Clinics module started as an add-on module to the standard Charitylog system, but it has proved so useful that it is now provided as part of Charitylog's "core". It provides functionality to run (broadly speaking) two common scenarios for Third Sector organisations:

  • 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.
  • A regularly scheduled session where people attend in timed appointment slots (a nail cutting service or counselling appointments, for example), which we call Clinics.

Clubs and Clinics can both be run in the same way, or optionally, there is a Wizard to speed up the process of running Clubs (though the Wizard is not suited to Clinics).

Further information

This chapter deals with basic setup of a Club/Clinic, adding clients to Clubs & Clinics, running the Clubs & Clinics and some associated useful functionality like transport lists. More advanced topics are to be found in the Clubs and Clinics Module (Administrator guide). In particular, the Administrator guide has more information on:

  • Advanced setup of Clubs and Clinics
  • Adding Extension Databases to Clubs/Clinics
  • Invoicing for Club/Clinic attendance in conjunction with the Accounts module
  • Club & Clinic reporting

Setting up a Club/Clinic

Most of the Clubs & Clinics module is to be found in the "Clubs and Clinics" submenu.



Calendars

Create Occurrences

Confirm Occurrences

Planned Occurrences

Complete Occurrences

Cancel Occurrences

Client Memberships

Club & Clinic Reports

Set Up