A Member's personal details can be edited by an administrator.
From the Welcome Page menu select Edit Member Details from the Club Adminitration panel.
Member List Box
Select the member you require from the listbox. All members are listed in alphabetical order by Forename then Surname. As a shortcut, you may select and item from the listbox then type the first letter forename you require.
Edit Member button
Once you have selected the correct member click the Edit Member button to be taken to the Administration Menu for that member.
Email Login Details to Member
If a member has contacted you to request login details you may use this button to automatically send an email to the selected member with their username and password.
Username and Password
If you need to change a member's username, change the username in the textbox and leave the password boxes blank. Click the Confirm Changes button. You will receive a success message.
If you need to change a member's password, type the new password in the first password box and confirm by typing again in the second box. Click Confirm Changes button, you will receieve a success message.
To inform the member of the changes you made, click the Email to User button and an automatic email notification message will be sent to the selected member.
Member Personal Details
Use this to wizard to add or edit a member's name, address, telephone, email, date of birth, gender, occupation, email subscription, deceased or additional notes details. The the end of the wizard click Confirm Changes button to save.
Email to Member button - click this button to send an automatic email notification to the selected member to let them know that the changes have been made. Additional Notes and Deceased information is not included in the email.
Member Subscription Details
The subscription table is displayed with the full history of subscriptions for the selected member. The Column Picker panel shows all available columns and each row in the table is editable. Follow instructions for the Subscription Table to edit a member's subscriptions here.
N.B. To add or Delete a subscription, please use the Subscription Manger.
Questionnaire Details
Some of your members may not have internet access. If that is the case you may wish to send them a printed copy of a questionnaire for completion. When you receive the completed questionnaires you will need to enter the answers onto the database.
Click Questionnaire Details from the Administration Menu for your member and select the appropriate questionnaire from the drop-down list. Enter the answers on the screen. Click Save to save your answers or Cancel to discard changes.
Switch off Required Fields button - Although some questions may be compulsary, this cannot be enforced on a printed questionnaire. If your questionnaire is incomplete you may find it necessary to switch off the required fields so that your semi-completed questionnaire can be accepted. Use the button to do this.
Printer Friendly Page - if you need to print off a copy of a member's questionnaire answers use this button. A new window opens with the Club Name, Questionnaire Name and Member Name at the top. Be sure to use the Print Page button to print the questionnaire and answers in black and white; the instructions at the top and bottom of the window will not be printed.
Club Roles
Every member has a Club Role or Roles. These roles help to determine the level of access available to that member when logged-in to The Clubhouse. They can be used for a number of other purposes e.g. creating an Email Distribution List. The roles for your club should be set up on the Club Role Management page.
Select Club Roles from the Administration Menu. The list of all club roles appears with a checkbox for each. The roles assigned to your selected member are checked.
Some Club Roles are automatically determined by the software e.g. Adult Member or Child Member depends on the member's membership subscription status or age. Those roles can be seen but are disabled.
Other roles e.g. Committee Member or Coach can be assigned and unassigned by the administrator when appropriate. Click Confirm Changes button to save the new roles for that member.
Warning! If handing over administrative duties to another member (e.g. if someone is taking over from you as Club Secretary) always make sure you assign that person the role of Secretary before you remove the role from yourself. Once you have removed the role from yourself you will no longer have administrative access and will not be able to give your successor administrative access. Under no circumstances should you leave your club without an administrator!