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accuclub:quickstart [2014/10/08 15:28] – [7. View and Edit Attendance Data] nickaccuclub:quickstart [2023/10/26 16:43] (current) – [6. Record Attendance!] nick
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 +{{:accuclub:accuclub.png?nolink|}}
 ======= Quick Start to AccuClub ======= ======= Quick Start to AccuClub =======
  
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 Click **Save** button to save your timezone. Click **Save** button to save your timezone.
  
-{{:accuclub:timezone.png?nolink&375|}}+{{:accuclub:timezone.jpg?nolink&550|}} 
 ====Define User Roles==== ====Define User Roles====
 To set up your **User Roles** go to **Advanced Options** and click **Settings**. To set up your **User Roles** go to **Advanced Options** and click **Settings**.
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 Has little or no access to the system, used for the members you want to track. Has little or no access to the system, used for the members you want to track.
  
-===operator===+===Operator===
 Has access to the system using the iOS app, to take and view attendance only. Has access to the system using the iOS app, to take and view attendance only.
  
 If you want to customize the roles [[:accuclub|click here]]. If you want to customize the roles [[:accuclub|click here]].
  
-{{:accuclub:userroles.png?nolink&600}}+{{:accuclub:userroles.jpg?nolink&600|}} 
  
 =====2. Enter Members===== =====2. Enter Members=====
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   *Doing it manually: Input your **Members** information through [[:accuclub|AccuClub.]]  To manually enter them you must go to the **View/Edit Users** section under **Memberships** of the main menu.   *Doing it manually: Input your **Members** information through [[:accuclub|AccuClub.]]  To manually enter them you must go to the **View/Edit Users** section under **Memberships** of the main menu.
  
-{{:accuclub:newmember01.png?nolink&300|}}+{{:accuclub:users.jpg?nolink&600|}}
  
 Once there select the user role and click the **Create New** to fill in the following info about your Member on the next screen: Once there select the user role and click the **Create New** to fill in the following info about your Member on the next screen:
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 Click the **Save** button to save your Members data. Click the **Save** button to save your Members data.
  
-{{:accuclub:newmember02.png?nolink&600|}}+{{:accuclub:newuser.jpg?nolink&600|}}
  
 =====3. Enter Events and Locations===== =====3. Enter Events and Locations=====
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 Click the **Save** button to save the data. Click the **Save** button to save the data.
  
-{{:accuclub:event.png?nolink&600|}}+{{:accuclub:event.jpg?nolink&600|}} 
  
 =====4. Register the Members to Events (Optional)===== =====4. Register the Members to Events (Optional)=====
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   - Click **Registration** on the student you want to register.   - Click **Registration** on the student you want to register.
-{{:accuclub:registration.png?nolink&500|}}+{{:accuclub:sessionregistration.jpg?nolink&600|}} 
   - Then select the Event from the drop-down box.   - Then select the Event from the drop-down box.
   - If you accidentally select the wrong Event you can remove it by clicking the minus sign.   - If you accidentally select the wrong Event you can remove it by clicking the minus sign.
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   <note>You can also register the Members similarly under the **Events** section.  Just select the **Event** first and then choose the **Members** you want registered in it.</note>   <note>You can also register the Members similarly under the **Events** section.  Just select the **Event** first and then choose the **Members** you want registered in it.</note>
 =====5. Create Membership Plans (Optional)===== =====5. Create Membership Plans (Optional)=====
-  - Ordered List Item +Define the plans available to purchase by the users. 
-  - Ordered List Item +Here are the steps to create Membership Plans: 
-  - Ordered List Item+  - Go to the **Advanced Options > Settings > Membership Plans** when logged in as an admin at accuclub.net 
 +  - Click the **Create Plan** button in the top left. 
 +  - Enter the following information about the Membership Plan: 
 +    * **Name:** A name for the Membership Plan. 
 +    * **Description:** Brief Description of the plan. 
 +    * **Sales Notes:** A note that appears when salespersons attempt to assign the plan for a member. 
 +    * **Credits (Can be set to Unlimited):** How many credits this Membership plan is worth. 
 +    * **Plan Cost:**  The cost in dollars of the Membership Plan 
 +    * **Valid for:**  The expiration in __X__ hours, days, weeks, months, or years for the plan. 
 +    * **Discount Method:**  This is stating how the credits will be used under this Membership plan whether using visits or time.  I using time choose your rounding options. 
 +    * **Credit Restrictions:** (Credit will be used at anytime until it expires is the default.) 
 +      * Credit Available Only If X IS/NOT Y AND/OR... 
 +        * **X:** This is the //**basis**// for the statement and can be set to: 
 +          *Location 
 +          *Event 
 +          *Remaining Credits 
 +          *Day of Week 
 +          *Month name 
 +          *Time 
 +        * **IS/NOT** This sets the statement to either question true or false criteria. 
 +        * **Y:** This is the //**criteria**// for the statement and can be completely customized. 
 +        * **AND/OR:**  This can be used to set multiple connected(AND) or separate(OR) condition statements. 
 +{{:accuclub:membership.jpg?nolink&600|}} 
  
 =====6. Record Attendance!===== =====6. Record Attendance!=====
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     * [[AccuClub:options:computer:magnetic-strip-readerbarcode-reader|Using a magnetic strip reader]]     * [[AccuClub:options:computer:magnetic-strip-readerbarcode-reader|Using a magnetic strip reader]]
     * [[AccuClub:options:computer:Members-using-keyboard-entry|Using a keyboard]]     * [[AccuClub:options:computer:Members-using-keyboard-entry|Using a keyboard]]
-    * [[AccuClub:options:timeclocks|Using a wall mounted time clock]] 
     * [[AccuClub:options:mountedipad|Using a iPad kiosk]] **//Coming Soon!//**     * [[AccuClub:options:mountedipad|Using a iPad kiosk]] **//Coming Soon!//**
   -**Via Operator Swiping Member In:**   -**Via Operator Swiping Member In:**
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     * [[AccuClub:manual:attendance:view-edit-logs|Using a computer]]     * [[AccuClub:manual:attendance:view-edit-logs|Using a computer]]
  
 +<html><!---    * [[AccuClub:options:timeclocks|Using a wall mounted time clock]] **//Coming Soon!//**    ---></html>
 =====7. View and Edit Attendance Data===== =====7. View and Edit Attendance Data=====
 To view and edit the attendance of a class go to the **Attendance** section and click the **View/Edit Logs**.  At this point you will see a complete list of the members logs. To view and edit the attendance of a class go to the **Attendance** section and click the **View/Edit Logs**.  At this point you will see a complete list of the members logs.
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 To export your data go to the **Advanced Options** section and click **Export Data**.  To export your data go to the **Advanced Options** section and click **Export Data**. 
 You can download your data by clicking the **Download** lightened text. You are able to download your data as **.CSV** , **HTML**  and **Excel 2007/10** file. The data you can download is: You can download your data by clicking the **Download** lightened text. You are able to download your data as **.CSV** , **HTML**  and **Excel 2007/10** file. The data you can download is:
-  *Students +  *Members 
-  *Instructors+  *Operators
   *Enrollment   *Enrollment
-  *Classes+  *Events
   *Raw Swipes   *Raw Swipes
   *Attendance Log   *Attendance Log
  
 +[[accuclub:manual|Need more help? Visit the Full Manual]]