Add A Note To A Members’ Account
Search for a members’ name by following the directions here. A list will appear with the result. Click on the...
Member
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Add A Payment To An Invoice
Within the left side navigation bar under Accounts, select Payments. This will take you here: At the top of the... -
Add Costume Sizes
Go to Settings and Configurations at the top right of the screen. This will take you to this page: Within the... -
Add Member Additional Fields
Go to Configurations and Settings at the top right of your screen. This will take you here: Within the horizontal... -
Approve Agreement For Member Who Signed Outside Of The System
Go to User Details of selected member (see: Search Members). Select View Details on the top left of the pop-up box. This will... -
Edit Member Additional Fields
Go to Configurations and Settings at the top right of your screen. This will take you here: In the horizontal... -
How Can Members View Other People In Their Float Group?
Within the left side bar, select My Group. This will take you here: These are samples. -
Manage Registration Form
Go To Configurations and Settings. This will take you here: In the horizontal navigation bar, select Users. Within the drop... -
Member Settings
Go to Settings and Configurations at the top right of your screen. This will take you here: In the horizontal... -
Reactivate/Deactivate A Member
Search the member’s name (see: Search Members). This will bring you to a pop up that looks like this: Select View at the... -
Remove Managed Account (Admin)
Go to User Details of selected member (see: Search Members). Select View Details on the top left of the pop-up box. This will... -
Turn On Access For Members To View Other Member’s In Their Group
In the top right corner, select the Gear Icon (Settings and Configurations). This will take you here: Within the horizontal... -
Turn On/Off Content Displayed In Emails From The System
Select Settings and Configurations in the top right corner. This will take you here: In the horizontal navigation bar, select... -
Turn On/Off Display Previous Balances
Go to Settings and Configurations at the top right of your screen. This will take you here: Within the horizontal... -
Turn On/Off Editing Profile Picture
Click on Settings and Configurations. This will take you here: Within the horizontal navigation bar, select Users. Then, select Settings... -
View Member Notes
At the top of the screen is a box titled Search. In this box enter the full or partial first name,... -
What is the Rollover Process?
Similar to a Fiscal Year Rollover, The Carnival Year Rollover is the process of building membership dues schedules, copying data...
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