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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 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, 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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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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