Clients - Participation

How to Sign-Off an Attendance List
From the Frontdesk, head to the Activities header, click Current and then Edit on the activity of your choice. Go to the Attendee Sheet tab Set From...
Thu, 30 Mar, 2023 at 8:13 PM
How to View and Add Client Notes
From the Frontdesk, go to Notes and select Notes List. Notes appear in chronological order.  To find a note, enter the note’s title or the tag name...
Thu, 30 Mar, 2023 at 12:51 AM
How to Manage a Client’s Participation Status
If a client goes on holiday, needs to be placed on a waitlist or is an unsuitable fit for an activity, their status must be changed through the Activity Req...
Thu, 30 Mar, 2023 at 1:42 AM
How to View Client Notes and Emergency Health Plans as a Trainer
This feature is beneficial for trainers who need to be aware of a client’s health needs. First, to add emergency health information follow the How to Ad...
Thu, 30 Mar, 2023 at 8:56 PM
Requesting further information from participants with Expression of Interest Bookings
Organising a special community event such as a garage sale or cake stall and needing participants to give you more detailed information then use Expression ...
Fri, 11 Jun, 2021 at 2:53 PM
Allocate client to the attendance roll for Expression of Interest Activities
If you're having difficulties allocating existing clients to the attendance roll its possibly due to the Expression of Interest booking type.  When ...
Thu, 20 Jan, 2022 at 4:49 PM
Restoring an Archived Client
If you have inadvertently archived a client you can restore them back to your active list. Here's how 1. Go to Main Menu, select on the Client List ...
Tue, 8 Mar, 2022 at 10:04 PM
Archiving a duplicate client
1. Go to Main Menu then Clients select Client List  2. Enter in Search the client's first name, surname or mobile  3. Then select Archive  ...
Fri, 10 Mar, 2023 at 10:03 AM