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accuclub:manual:membership [2014/10/08 11:38] – [Assign Cards] nickaccuclub:manual:membership [2022/11/29 16:46] (current) nick
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-====== Membership ====== +{{:accuclub:accuclub.png?direct|}}
-You can either import your members and enrollment or manually create them:+
  
-===== Members and Enrollment =====+**[[accuclub:manual:attendance|Previous: Visits]]** | **[[accuclub:manual:events|Next: Events]]** | **[[accuclub:manual|Table of Contents]]**
  
-==== Import Members ==== +----
-Using an **Import** in which you must create a **.CSV** file with all the Members data. using this method it will automatically have all your student data available to you. +
-For more info visit the [[accuclub:manual:Advanced-Options?&#members-import|Members Import]] section.+
  
-==== Add Members Manually ==== +====== Membership ====== 
-  *Doing it manually: To input your **Members** you must go to the **Members and Enrollment** section under **Members** of the main menu. Once there click **Create New** and fill in the following info about your student: +Use this section to manage membership plan assignments or issue credits to your members.
-    *Unique ID (Required) +
-    *First Name (Required) +
-    *Middle Initial +
-    *Last Name (Required) +
-    *Email +
-    *Card Number (Will default to ID if none specified) +
-Click the **Save** button to save your Members data. +
- +
-{{:accuclub:user.png?nolink|}} +
- +
-==== Import Enrollment ==== +
- +
-Using an **Import** in which you must create a **.CSV** file with all the Members data. Using this method it will automatically enroll all your members in their Eventes. +
-For more info visit the [[accuclub:manual:Advanced-Options?&#enrollment-import|Enrollment Import]] section+
- +
-==== Enroll Members Manually==== +
-  *Adding enrollment **Manually** can be done by clicking on **Members and Enrollment** under **Members** on the main menu. +
- +
-  - Click **Enrollment** on the student you want to enroll. +
-      *{{:accuclub:enrollment1.png?nolink&550|}} +
-  - Then select the Event from the drop-down box. +
-      *{{:accuclub:enrollment2.png?nolink&550|}} +
-  - If you accidentally select the wrong Event you can remove it by clicking the minus sign. +
-      *{{:accuclub:enrollment3.png?nolink&550|}} +
-  - Click Add Event button. +
-   +
-  <note>You can also enroll the members similarly under the **Eventes** section.  Just select the **Event** first and then choose the **members** you want enrolled in it.</note> +
-   +
- +
- +
-===== Sign-In Station ===== +
- +
-=== Create a Sign-In Station === +
-  - Fill out the Sign-in Station information. +
-    * **Station Name:** This can be whatever you want to name the Sign-In Station. you could use the room name and the number of the Sign-in Station like Auditorium-Station01, Auditorium-Station02, Auditorium-Station03, or RM101-Station01, RM101-Station02, etc. +
-    * **Title:** This is the message that appears at the top of the screen below what Event they are signing into.  This can be as simple as “Sign-In Here” +
-    * **Instructions:** This can be more detailed instructions but remember to keep it simple and short because the more information you have will make the Sign-In box appear lower on the screen. +
-    * **Admin Passcode(optional):** Enter an Admin Passcode to manage this Sign-in Station.  If you do not want to add an Admin Passcode then you do not have to. +
-    * **Eventroom (optional):** Enter an Admin Passcode to manage this Sign-in Station.  If you do not want to add an Admin Passcode then you do not have to. +
-  - Click the **Save & Install Here** or the **Save without Installing** button. +
-    * If you want to make this PC a Sign-in Station then click Save & Install Here otherwise if this is not the PC you want to make a Sign-in Station click Save without Installing. +
- +
-{{:accuclub:manual:accuclub_create-sign-in-station.jpg?nolink|}} +
- +
-<note important>Click the **Save & Install Here** Button if you are installing the sign-in station on the PC you are using or if you are just setting all of them up click the **Save without Installing** button</note> +
- +
-The Sign-in Stations you've created should now appear in the list of Sign-in Stations. +
- +
-{{:accuclub:manual:accuclub_create-sign-in-station2.jpg?nolink&600|}} +
- +
-===Delete a Sign-in Station=== +
-  - Click **Delete** on the end of the Sign-In Station listing. +
-<note warning>This is permanent and you do not get a confirmation popup so if you want to just want to remove the PC from being a Sign-in Station then click the Uninstall button to uninstall the sign-in station.</note> +
- +
-===Uninstall a Sign-In Station=== +
-  - Click **Uninstall** button above the Sign-In Station listing. +
- +
-===Sign-in Station Mode=== +
- +
-When you return to the home screen you should see the option to switch to sign-in station mode. +
- +
-{{:accuclub:manual:accuclub_create-sign-in-station3.jpg?nolink&600|}} +
- +
-Here is a sample sign-in screen: +
- +
-{{:accuclub:manual:accuclub_create-sign-in-station4.jpg?nolink&600|}}+
  
-<note>From the Sign-in Station click on the Admin Options at the bottom of the page if you want to get back to the main administration screen.</note>+===== Credits ===== 
 +On this screen, you can issue credits to a user or view how many credits are remaining for a user. 
 +{{ :accuclub:manual:credits.png?600 |}} 
 +By simply typing the name of an existing user I can find and select them.
  
-[[accuclub:options:computer:members-using-keyboard-entry|Click here]] to learn how to use the Keyboard Entry Method with the Sign-in Station.+{{ :accuclub:manual:searchusercredits.png?600 |}} 
 +Now I can either view their credits by clicking the **View Credits** button or enroll them in a membership plan by clicking the **Add Credits** button.
  
-[[accuclub:options:computer:magnetic-strip-readerbarcode-reader|Click here]] to learn how to use the Magnetic Swipe Reader with the Sign-in Station.+==== View Credits ====
  
-[[accuclub:options:computer:magnetic-strip-readerbarcode-reader|Click here]] to learn how to use the Barcode Reader with the Sign-in Station.+{{ :accuclub:manual:managecredits.png?1400 |}} 
 +==== Add Credits or Membership Plans ====
  
-[[accuclub:options:computer:using-a-rfidproximity-reader|Click here]] to learn how to use the RFID/Proximity Reader with the Sign-in Station.+{{ :accuclub:manual:addcredits.png?600 |}}
  
 ---- ----
  
-**[[accuclub:manual:Events|Previous: Events]]** | **[[accuclub:manual:members|~Back to Top~]]** | **[[accuclub:manual:attendance|Next: Attendance]]** | **[[accuclub:manual|Table of Contents]]**+**[[accuclub:manual:attendance|Previous: Visits]]** | **[[accuclub:manual:membership|~Back to Top~]]** | **[[accuclub:manual:events|Next: Events]]** | **[[accuclub:manual|Table of Contents]]**