Participants

  1. Participants are children who are going to participate in a service.
  2. Participants are created by Users when they login to the system.
  3. It is not possible to create Participants directly from the Administration pages. If an Administrator wishes to create a participant for some reason, then they must login to the system as if they were the User and then create the Participant.
  4. On the Participants list page you can search on all the Participants in the system, using the intelligent search bar as with other list pages.
  5. It is possible to delete aParticipant from the system from the Participants list page.  This must be done with extreme caution, since deleting a Participant will also delete all thel Booking records for that Participant.  
  6. You can go to the Participant details page by clicking on their name from the Participants list page.
  7. Within the Participant details page, you can make changes to the Participant data. You must select ‘Update’ for the changes to be saved.
  8. On the details page, you can also see a list of the Bookings which have been made for this Participant and the status of the booking.
  9. It is possible for the Administrator to create a booking on the Participant details page.  This is done by selecting the ‘Bookings, Add+’ button.  The new Booking can be created in either Provisional or Confirmed status.  There must be appropriate tokens available and a token must be selected from the drop-down menu. 
  10. It is also possible to change the status of a booking from the Participants page e.g. from provisional to confirmed, if a manual payment has been taken.
  11. Membership status can be reset for all members.  To be used with caution!  HINT: if it was ever run inadvertently, then search on all confirmed booking records for the current membership year.  This will give a list of the current members.  Then have to manually go through each participant on the list and set their membership flag back on
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3 Responses to Participants

  1. Vince says:

    can change status of a booking

  2. sprunkig says:

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