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accuclub:manual:membership [2017/01/03 13:19] – [Enroll Members Manually] 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. +
- +
-<note>The Email is optional, but highly recommended. It allows users to login without remembering their ID, to reset their password, to receive messages and notifications and a lot more things. The email has to be unique across all the users too.</note> +
-==== 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 member you want to enroll+===== Credits ===== 
-  - Then select the Event from the drop-down box+On this screen, you can issue credits to a user or view how many credits are remaining for a user
-  - If you accidentally select the wrong Event you can remove it by clicking the minus sign. +{{ :accuclub:manual:credits.png?600 |}} 
-  - Click Add Event button. +By simply typing the name of an existing user I can find and select them.
-   +
-  <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>+
  
-[[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:General|Previous: General]]** | **[[accuclub:manual:membership|~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]]**