Group Profile Page
Group Profile Page: Overview
- Currently enrolled group events
- Quick notes (group Events)
- Group profile Action menu (see below)
- Group profile tabs
Action Menu
- Send out emails to group leads.
- Generate documents associated with the group.
- Generate labels
- Register groups for Events.
- Unregister groups from Events.
- Create packages for groups (this only appears/applies for clients who have purchased the Conference and Retreat module)
- 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!
- Delete a group all together.
Group Profile: Basic Info Tab
- Group leader information. (this person also has a guest profile which can be accessed by clicking on their name)
- Basic info for the group: address, google map location, and mailing labels
Group Profile: Group Members Tab
- Add new group members
- List of active group members. Also, you can star the group lead and delete group members.
Group Profile: Financial Tab
After a package has been created you may want to create package invoices for the client.
Click on the financial tab to set up your invoices.
If you set up payment installments for your package they will show here, however you will need to double click on the pencil icon to transform them into actual invoices. (you may also add extra invoices if you so choose)
Generating Invoices
After clicking on the pencil icon (or the Add invoice) you will be allowed to either generate the invoice with the credentials you choose in the installment set up, or select new dates and amounts.
- Edit the invoice.
- View a PDF of the invoice.
- Send an invoice to a group.
- Remove/delete an invoice.
Transactions
After a Package is created for a group the rate is sent to the "Charges and discounts" section under the transactions tab.
- Double click the "i" icon to open the charge.
- Currently this section only applies to the Events module.
- Currently this section only applies to the Events module.
- Currently this section only applies to the Events module.
- Reverse the transaction, or delete the transaction.
Making a payment functions the same as it does elsewhere in CampSite.
- Select "New Payment"
- Payment method.
- The event category currently does not apply to packages, but do select a category, amount, and description.
- Input the amount you choose above.
- Submit the payment.
Group Profile: Forms Tab
Creating Group forms
- 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,
- Double click to edit the form's settings.
- Double click to preview the form content.
- Double click to print all submissions that have been received for this form.
- 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.
