Add Costume Sizes Click on the Settings icon (the gear) located to the right side of the search bar. This will take you to this page:...
Add Member Additional Fields Click on the Settings icon (the gear) located to the right side of the search bar. This will take you...
Admin – Add Payment To Invoice On the left-hand side of the screen in the navigation bar under Accounts, select Payments. This will take you here:...
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 Click on the Settings icon (the gear) located to the right side of the search bar. This will take you...
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 (Gear in the top right). This will take you here: In the horizontal navigation bar,...
Member Settings Click on the Settings icon (the gear) located to the right side of the search bar. This will take you...
Member-add note At the top of the screen is a box titled Search. In this box enter the full or partial first name,...
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 This will display or hide from members and admins a Previous Balances if the user has a credit or debit...
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...