How do I add a member of Staff or Volunteer?

To add new Staff, click on:
• Staff tab
• Add Staff
• Enter Staff email
• Enter Staff details (enter fields necessary to your club)
• Check details are correct and click next
• If your member of Staff does not need to login and access any information,
then untick the Invite Staff to create a login? checkbox.
• Edit the Invitation message as required
• Tick the level of permission your Staff needs and click next
• Check details and click Create

 

How do I delete a member of Staff or Volunteer?

To delete Staff or Volunteer, click on:
• Staff tab
• Hover over the Staff member you need to delete
• Click the X on the top right of the Staff profile
• Click Okay.

 

How do I add a Member?

To add new Member, click on:

• Member tab
• Add Club Member
• Enter Member email, if you don’t have a member email click ‘Member email
not available’
• Enter Member details (enter fields necessary to your club)
• Check details are correct
• Create

 

How do I delete a Member?

To delete a Member, click on:
• Member tab
• Hover over the Club Member you need to delete
• Click the X on the top right of the Club Member
• Click Okay
• Your Member will disappear from the screen.

 

How do I set up Member Groups?

To set up a Member Group, click on:
• Members tab
• Member Groups
• Add New Group
• Enter Group Name
• Create
• From the Member Groups list click on the icon
• Select the Members you would like to add to the group (their name will
highlight when clicked on)
• Once all the Members are selected, click the X at the top of the box

Your Member Group will now display the number of Members in the Group. You can always return to the steps above to add or remove Members at any time.

 

How do I set up Tags or Target achieved for Staff or Members?

We use Tags and Target Achieved to record an individual Member’s or a staff’s outcomes

To add a Tag to Staff, click on:
• Staff tab
• Staff Tags
• Add New Tag
• Select the Tag or Target Achieved tab
• Enter Tag name and any description needed
• Save
• Go back to the Staff tab
• Select Staff you want to add the Tag to
• Edit Staff
• Select your Tag/Target Achieved from the drop-down list
• Save Changes

To add a Tag to Member, click on:
• Member tab
• Member Tags
• Select the Tag or Target Achieved tab
• Add New Tag
• Enter Tag name and any description needed
• Save
• Go back to the Member tab
• Select Member you want to add the Tag to
• Edit Member
• Select your Tag/Target Achieved from the drop-down list
• Save Changes

 

How do I add Sessions?

To add a new Session, click on:
• Session tab
• New Session
• Enter Session details
• Save changes

Along the top of this page you will see an options bar where you can evaluate the Session, add Staff Members and register the Members attending the Session.

Please see Outcomes and Trackers for more Session information.

 

How do I delete or edit a Sessions?

To remove a Session, click on:
• Session tab
• Click session you want to remove from the list.
• If you want to remove the session click the X on the right-hand side
• Click Okay
• The session will disappear
• If you want to edit the session click the pen icon
• The session will appear ready to edit
• Save changes

Along the top of this page you will see an options bar where you can evaluate the Session, add Staff Members and register the Members attending the Session.

Please see Outcomes and Trackers for more Session information.

 

How do I repeat a Session?

To repeat a Session, click on:
• Sessions Tab
• Calendar icon on the Session you want to repeat
• Select the repetition frequency for the Session
• Create Sequence

 

Can I write notes and evaluate on a Session?

To write notes on a Session, click on:
• Sessions tab
• Edit Session (pencil icon)
• Select Evaluation
• Fill in the fields as needed
• Save Changes

 

How do I register Members and Staff to a Session?

To register Members to a Session, click on:
• Sessions tab
• Edit Session
• Registration tab
• Add/Remove Attendees
• Select Members to register (their name will highlight when clicked on) or filter
by Member Group and click Select All
• Once all the Members are selected, click the X at the top of the box

• Repeat the process for all staff members attending

• Save Changes

Please note, if you add Members on or after Session date, they will automatically show a tick for Attended.

 

How do I add Trackers or Outcomes?

To add a Session Tracker or Outcome, click on:
• Sessions tab
• Session Trackers & Outcomes (top right)
• Select the Tracker or Outcome tab
• Add New Tracker/Outcome button
• Enter Tracker/Outcome name and add a description if necessary
• Save

To attach a Tracker or Outcome to your Session click on:
• Sessions tab
• Edit Session (pencil icon)
• Select your Tracker/Outcome from the drop-down list
• Save Changes

 

Do you have any useful guides for GDPR or any template policies?

To find our GDPR and/or associated Policies, click on:
• Library tab
• Club Policies
• General Data Protection Regulation (GDPR) Policy
• There are Policy templates in the Attachments
• Download and personalise it to your clubs needs
• Save your new Club Policy to in your Club Cloud