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Note: Clicking between the tabs on the left side of the screen will change this screen.
It is shown by default when a customer record is opened, but can also be accessed by clicking the top tab on the left hand side of the desired customer’s record.
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record.
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The Customer Agenda is made up of two sections: “Today” for activities that are occurring on the current day, and “Enrolled by…” for all activities the customer is signed up for.
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If the customer is part of a family membership, the “Today” section of the agenda will show for all family members. The picture of the member(s) who are attending each activity are shown on to the right of each item in the list.
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, and their name(s) will be shown at the bottom of the activity details.
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The “Enrolled by…” section will only show the actives of the family member that is currently being viewed, so we do not show the names or pictures of the enrolled member in that section. |
The items listed in the customer’s agenda show whether they are drop ins, or rosters.
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If an activity is clicked, the user will be able to see the activity dialog for more information.
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Normally, the items listed will show with a white background.
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When clicked, there will be a forms and waivers dialog where the user can see what forms and waivers have already been signed, and which ones still need to be signed for the selected class.
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Signed waivers will show a blue icon to the right with a pencil and a check mark, while waivers that still need to be signed are gray with a picture of a pencil and writing. |
To complete a waiver, the user just needs to click the gray button. The icon will turn green to show it is in process. Directly from this screen, the user will be able to type in the reference number an and check whether the customer or their guardian signed the waiver.
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