Guest Profile Page

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

Action Menu

  1. Send out emails to guests leads.
  2. Generate documents associated with guests.
  3. Generate labels
  4. Reset a password for a guest.
  5. Register guests for Events.
  6. Unregister guests from Events.
  7. Allows you to merge Events guest, without the support ticket! Go to the action menu of the Group Profile, select the new 'Merge' action and enter the Guest ID of the guest you wish to merge into. It's that easy!
  8. Delete a guest all together.
Guest Profile: Basic Info Tab
  1. Guest  information.  
  2. Basic info for the guest:  address,  google map location, and mailing labels
Guest Profile: Groups Tab

Add members to the group or click on the group name to take you to the actual group.

Guest 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 guests 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.

Credit Cards

Credit Cards

Add new credit cards to guest profiles.

Checking Accounts

Checking Accounts

Add new checking account information to guest profiles.

Guest Profile: Forms Tab
  1. Create new form categories and assign existing or new forms to them. Please see Camper forms for further explanation on how to create and manage forms.
  2. Move or copy a form within the selected category and move it to a new categorical destination (i.e.permanent, yearly).
  3. Add new Permanent, or Yearly forms. Be sure to click on the individual forms in order to add questions to them. (make sure to select the year you want the form to apply to if creating a Yearly Form)

Events forms from the guest profile

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.

Viewing 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.
Guest Profile: Yearly Info Tab

Yearly Info

Registration Requests

View the guest's registration requests for the given year. Double click the PDF icon on the far left to download the associated registration contract.

Event tabs

Each event the guest has registered for will have a tab that contains more information regarding that event. Select the tab to view more information.

Attendee Questions

Event tab

View the guest's responses to the attendee questions associated to this particular event. Double click a response to edit it.

Attendee Extras

View/edit the attendee extras associated with the guest's account for this particular event.

To add an extra, click "Add attendee extra..." The associated fee for the extra will be added to the guests's financials automatically.

To remove an extra, double click the delete icon. Deleting an extra does not remove the fee automatically. To remove the associated fee, navigate to their Financial page and reverse the relevant charge.

Housing

View/edit the guest's housing details for this particular event. To make changes, double click the name of the building or room the guest is currently assigned to and select a different value. Click OK to save changes.

Guest Profile: E-mails Tab
  1. Resend a particular email.
  2. Indicates whether or not this is from your saved e-mails.
  3. E-mail subject.
  4. Date and time sent.
  5. Sender.
  6. To whom the e-mail was sent and the action that took place.
Guest Profile: Notes Tab

Add a new note

Add a new note
  1. Click "+Add a new note..." to create a new note.
  2. Select the category you would like to place the note in.
  1. Type your new note.
  2. Click "Submit" to save.

Notes will appear in chronological order with the newest note at the top.

Edit a note

Edit a note

Double-click on the pencil icon.

1. Change category and/or edit text.

2. Click "Submit" to save.

The edited note is now saved.

Guest Profile: Files Tab

The "Files" tab allows you to upload documents to a Guest's Profile.

To attach a file to a Camper Profile page, click "+Upload file..."

Select the file you wish to upload.

Files appear in chronological order, with the newest file at the top.

  1. Double click to rename a file.
  2. Click the Filename to open the file.
Guest Profile: History Tab

The History section just records everything associated with the guest's profile page.