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CampSite Crash Course (Learn the Basics)

Edit the Enrollment Form

  • Edit your enrollment form using the Camper Setup Wizard. Click Admin in the navigation bar, then select the Campers tab, and click the Setup Wizard side-tab. Find and click the setup wizard step that contains the elements of your enrollment form that you wish to edit.
  • Learn how to use each page of the Setup Wizard by reading our support articles here.
  • Watch the Camper Setup Wizard portion of our Phase 1 training here (use the links below the video to jump ahead).
  • Read our enrollment form FAQs by clicking here.

Manage Custom Forms

  • Create custom forms for families/campers to complete via the Family Forms and Camper Forms pages. Hover over the Campers button in the navigation bar and click Family Forms or Camper Forms in the dropdown menu.
  • Form submissions can also be printed in mass from the Forms page.
  • Learn how to create and manage forms by reading our support articles here.
  • Watch the Forms portion of our Phase 3 training here (use the links below the video to jump ahead).

Access and Manage Family and Camper Profiles

  • Search for a family or camper by typing at least 3 characters of their name, email, or phone number into the search bar in the top right corner of CampSite. Select them from the search results to navigate to their profile page. From the family's profile page, click the camper's avatar to access the camper's profile.
  • Access a family/camper's information from the relevant profile tab. Double click on existing information to edit it as needed. Complete an action towards the family or camper using the Action Menu dropdown.
  • Learn how to use the family profile page here; learn how to use the camper profile page here.
  • Watch the Family Profile portion of our Phase 2 training here (use the links below the video to jump ahead).

Process Enrollment Requests

  • For camps choosing to process enrollment requests manually, you can access all of your requests from the Enrollment Requests page. Hover over the Campers button in the navigation bar and click Enrollment Requests in the dropdown menu.
  • Learn how to access/process enrollment requests by reading our support article here.
  • Watch the enrollment processing portion of our Phase 2 training here (use the links below the video to jump ahead).

Unenroll a Camper/Change their Sessions

  • Unenroll a camper from all of their sessions by opening the camper's profile page, opening the Action Menu, and clicking "Unenroll for..." Read our support article here, or watch the unenrolling a camper portion of our Phase 2 training video.
  • There are two ways to change a camper's enrollment, depending on how your camp's enrollment options are configured and what sort of change the camper has requested. Click here to learn more. 

Report on Camper Data

  • Use the Camper Advanced Reports tool to create custom reports that generate camper and family data in mass. Hover over the Campers button in the navigation bar and click Advanced Reports in the dropdown menu.
  • Camper Advanced Reports is a powerful tool that allows you to pull information from all sections of the database, in real-time. From the report results, admins can send an email blast; export data to Excel; edit data en masse; add financial transactions for multiple families at once; print documents and mailing labels; and more.
  • Learn the basics of creating a custom report by reading our support article here.
  • Or, watch our Phase 3 training session on Advanced Reporting here. The first ~hour covers reporting.
  • After learning the basics, learn how to create common advanced reports here.

Send E-mails

  • Create and send email messages to recipients individually (via their profile page) or in mass (via an advanced report).
  • Learn how to send an individual email by reading our support article here, or watching our training video here.
  • Learn how to send a mass email by reading our support article here, or watching our training video here.

Assign Campers to Groups

  • Assign campers to groups and sub-groups for each of your camp sessions via Bunking Boards. Hover over the Campers button in the navigation bar and click Bunking Boards in the dropdown menu.
  • First, set up groups (divisions) and the sub-groups within them (bunks) for each session; then, assign your enrolled campers into those groups using an easy drag & drop method on the Bunking Board.
  • Learn how to set up bunking boards and assign campers by reading our support articles here.
  • Watch the Bunking Boards portion of our Phase 2 training video here.

Manage a Family's Financials

  • Access the family's financial record by opening the family's profile page and then clicking the Financial tab. Within the Financial tab are several sub-tabs with specific financial data/tools.
  • From these sub-tabs, admins can add/edit transactions for the family; record financial notes for other admins; generate statements and invoices; and manage their saved payment methods.
  • Learn how to use the Financial tab by reading our support article here.
  • Or, watch our demonstration on managing transactions via the family profile here.
  • Read our financial FAQs by clicking here.

Batch Invoicing

  • Generate and email invoices in batch for all families on a payment schedule. For families on auto pay, you'll then batch debit their payment after their invoices have been generated and emailed.
  • Click the Financial link in the navigation bar, and then click Invoicing and Auto Pay. Select a payment schedule group to access individual payment schedule(s).
  • Learn how to batch invoice by reading our support articles here.
  • Or, watch our Invoicing & Auto Pay tutorial video here.

Report on Financial Data

  • Report on the transactions within your database using a variety of financial reports that come included with your database.
  • To access these reports, click the Financial link in the navigation bar, then select the report that provides what you need.
  • Learn more about each report and how to use it via our support articles here.
  • Or, watch the financial reporting portion of our Phase 4 training here (use the links below the video to jump ahead).
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