Guest Profile Page

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: 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: 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.