Group Profile Page

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

Action Menu

  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.
Group Profile: Basic Info Tab
  1. Group leader information.  (this person also has a guest profile which can be accessed by clicking on their name)
  2. Basic info for the group:  address,  google map location, and mailing labels
Group Profile: Group Members Tab
  1. Add new group members
  2. List of active group members.  Also, you can star the group lead and delete group members.
Group Profile: Financial Tab

Transactions:

Transactions:
  1. Select the year.
  2. Add financial notes.
  3. Click the "i" for details on the transaction type.
  4. Add new transactions or new discounts.
  5. Add new payments, credits, and refunds.
  6. Generate statements, and/or send statement

New Charges/New Discounts  

New Charges/New Discounts  
  1. Add date to new charge/discount.
  2. Select your registration option.
  3. Select your event.
  4. Select the charge/discount category.
  5. Add a description of the charge/discount (i.e. Category=Merchandise Description=T-shirt)
  6. Enter the dollar amount you want to use or select percentage and choose what percent you want.
  7. Submit.

New payment

New payment
  1. Set the date for the payment. (Automatically is defaults to the current date)
  2. Choose your registration option.
  3. Payment method.
  4. If choosing credit card or checking account select which one to use.
  5. Add the amount.
  6. Select the event, category, set the amount and add a description for the new payment.
  7. Set the amount for the invoice.
  8. Send a statement to the leader of the group.
  9. Submit the new payment.

New Credit

New Credit
  1. Set the date for the credit. (Automatically is defaults to the current date)
  2. Choose a registration option.
  3. Select an event.
  4. Select a category.
  5. Add a description of the credit.
  6. Enter an amount.
  7. Submit.

New Refund

New Refund
  1. Set the date for the refund. (Automatically is defaults to the current date)
  2. Choose a registration option.
  3. Select the method for which you will refund the groups money.
  4. Add the amount to be refunded.
  5. Select the event, select the category, set the amount that you typed above, and add a description.
  6. Submit.

Invoices

Invoices
  1. Select the year.
  2. Add an invoice.
  3. Double click to edit an existing invoice.
  4. Double click to generate an invoice.  
  5. Double click to send an invoice.
  6. Double click to delete.
Group Profile: Forms Tab

Creating Group forms

  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.

Viewing a Submitted Events form on the group profile

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

Viewing forms

*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.

Marking forms as received

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

Group Profile: Yearly Info Tab

Yearly info

Yearly info

Under the yearly info tab you can get a pdf copy of the enrollment options that your group is associated with.

Registration Options tabs

Yearly info

These are all of the registration options that a particular group is signed up for. Each tab contains more information about that particular registration option.

Group Questions

Group Questions

All the questions associated with an event are presented here.

Group Extras

Group Extras

Add extras for members for your group. (i.e. more T-shirts for group members)

Event: Attendees and Housing

Event: Attendees and Housing

Add attendees to your group.  Also, if applicable, assign housing (i.e. Buildings and Rooms ) to members of your groups.

Group Profile: Notes Tab
  1. Select the category to which you want the note associated.
  2. Add new notes.
  3. Edit existing notes.
  4. Delete existing notes.
Group Profile: Files Tab

Upload files relavant to individual groups.

Group Profile: History Tab

The History section just records everything associated with the groups profile page.