Welcome to CampSite

The permission settings for the Events and Conference and Retreat modules are identical, so the information below applies to both modules. Also, if you have both modules, the permissions will be combined as pictured in the screenshot below.

After the Events / Conference and Retreat module is enabled for a user, you can grant the following permissions:

Select either guest or group.  For this example we'll choose "Advanced Reports: Guests".  (Both are very similar)

1. If you have any saved reports, you can select them from the dropdown. In this example, we will create a new report.
2. You can choose to include all guests or select individual Events.  (be sure that you select the year that you want.)

We'll create a report with the event Family Picnic, and the fields of Last name, First name, Group name, and Guest ID.

1. Click on "Event" and choose Family picnic.
2. Next click "Add fields..."

Under Guest info choose Group name and Guest ID.  (First name and Last name will be choose by default)

Close the window to return to the report.

Additional columns have been added to the report.

1. Click and drag a field to re-order the columns on the report.
2. Double-click the red minus sign to remove a field.
3. Click a column header to sort data alphabetically or numerically.

Any reportable field can also be added as a filter, which can be used to narrow down the results of your report.

We will add a filter to our report so it only includes female Guests.

Click "+Add a filter..."

1. First select "Gender" under Guest info.
2. Once under the filter for gender select Gender "is", "is not", "is blank" , "is not blank"
3. Choose from male, female, both or other gender categories if your camp has set it that way.
4. Click "Add filter".

1. Displays the results for male guests.
2. Print
3. E-mail the male guests.
4. Export to a spreadsheet.
5. Share saved report with other administrators.
6. Generate documents.
7. Generate labels.
8. Download profile photos for all individuals on the report.
9. Edit registrant data on the report.

1. Click "Save as" to save the report and re-use it in the future.
2. Advanced Reports Management.

1. Currently enrolled group events
2. Quick notes (group Events)
3. Group profile Action menu (see below)
4. Group profile tabs

1. Send out emails to group leads.
2. Generate documents associated with the group.
3. Generate labels
4. Register groups for Events.
5. Unregister groups from Events.
6. Create packages for groups (this only appears/applies for clients who have purchased the Conference and Retreat module)
7. Allows you to merge Events + Conference & Retreat groups, without the support ticket! Go to the action menu of the Group Profile, select the new 'Merge' action and enter the Group ID of the group you wish to merge into. It's that easy!
8. Delete a group all together.

1. Choose whether to create a Permanent or Yearly form and click the corresponding link. 
   • Permanent forms are only completed once, and the responses provided are rolled over every year. Yearly forms must be re-completed for every year the group attends.

After creating a form,

1. Double click to edit the form's settings.
2. Double click to preview the form content.
3. Double click to print all submissions that have been received for this form.
4. Click the name of the form to edit the content of the form.

For more information on creating forms, please refer to the Camper forms article.

To view a specific group's submitted forms, go to the group profile page and click the Forms tab.

*It should be noted that if your camp is in the middle of rolling over to the next enrollment year, meaning you have completed Step 1 of the enrollment Wizard but not Step 2. Then only forms for the current year will display on the Events Dashboard. Once Step 2 of the enrollment Wizard is completed then forms for the next year will display.

Click the name of a form to open the Form viewer.

Click "Mark as received" and a stamp saying Yes, and the date will appear next to it.

Guest forms appear within the Forms tab and are organized into Permanent and Yearly. You can use the Forms tab to track the submission status of Forms.

1. Click the name of a form to open the Form viewer.
2. Click "Mark as received" and a stamp saying Yes, and the date will appear next to it.

To create a package begin by clicking on the Action menu and scrolling down to "Create package for 20xx"

1. Set a package name.
2. Set a start date and time for your package (this will display on the Events Calendar).
3. Set an end date and time for your package (this will display on the Events Calendar).
4. If applicable list the number of adults.
5. If applicable list the number of children.
6. If you have set up a package template you may choose it. ( you set this under Admin>Events>Package Templates)
7. If you want the group leader to be able to see a pending or signed package from their Dashboard click this. (clicking this will allow them to sign their package agreement from the Events Dashboard)

1. You can either set a flat rate for the package or per attendee rate which can be split in to adult and children rates.
2. Add different facilities from your options list. ( You can set rate type and amount)
3. Add different equipment that you offer. (You can set quantity and rate type)
4. Add any meal plan that you will be offering.  (You can change the number of days served which defaults to the number of days the package is for.  Also, you can change the number of people, but once again it defaults to the number of people included in the "Basic package info".  You may set the rate type, as well.)

Also, if you create a package and another group is already renting a facility or a piece of equipment a warning will be displayed.  If you hover over you will see is says "This facility/equipment is booked for another package during these dates: Name of the group that has it booked".  This does not prevent you from renting just wanting you that you maybe overbooking.  

The outline of the package agreement.  Here you can check to make sure everything is correct before you submit it.  

1. You can set a deposit for the package if you choose. Also, add a payment method and charge a group's deposit.
2. You may set up installments based on fixed amounts, or by a percentage of the total.
3. When set click create package, and a charge will be added to the group profile transaction page.

The charge has been added to the groups profile. (if you set up installments they will be listed under invoices.)

After a package has been created you can view the reserved dates on the Events calendar.  Go to the Events tab and find Events calendar in the dropdown.

By clicking on the package title you will be brought back to the group profile page.

Also, You may "on click" the Facilities at the top to display what facility is being rented out. (this helps to prevent over booking)

After you have signed a package you may view and pay invoices from the Dashboard.  If you have not entered payment information please observe the following to add payment information under "My Account"