RecDesk Director Online Help

RecDesk Online Help - Copyright RecDesk LLC

RecDesk Director

Welcome

Getting Started

Flex Calendar

Frequently Asked Questions

Program and Registration Related FAQs

Member Related FAQs

Money Related FAQs

Administrative Related FAQs

Using Tags Effectively

Attached Documents FAQ

Downloading and Opening Excel Files

Training Videos

Programs and Registrations

The Program List

Creating and Modifying Programs

Program Schedules

Program Fees

Assigning Forms to Programs

Adding Instructors to Programs

Registering People for Programs

Auto-Fill Custom Question Responses

Working with Rosters

The Roster List (Advanced Search)

Roster Action Items

Form Action Items

Updating/Cancelling Roster Entries

Form Actions for Individual Roster Entries

Wait Lists

Program Expense Tracking

Creating and Modifying Membership Definitions

Creating Punch Passes

Assigning Forms to Memberships

Enrolling Members In-house

Online Membership Enrollment

Working with Membership Members

List of Membership Members

Appendix

Membership Definition Fields

Membership Enrollment Fields

Facilities, Reservations and Check Ins

The Facility List (Advanced Search)

Creating and Modifying Facilities

Facility Fee Schedules (FlexScheduler Only)

Facility Usage Calendar

Assigning Forms to Facilities

Adding Tags to Facilities

Facility Photos, Slideshows and Video

Creating Facility Reservations

FlexScheduler Reservations

Searching, Viewing and Editing Facility Reservations

Enabling Online Reservations

Permitting Templates

Facility Check-ins

Attended Check-In (w/ Drop In Support)

Self Check-In

Check-Ins for Memberships

Viewing and Editing Check Ins

Unsuccessful Check-Ins

Check-In Totals

Facility Utilization Report

Appendix

Facility Fields

Facility Reservation Fields

FlexScheduler Fields

Members

The Member List (Advanced Search)

Creating and Modifying Members

Organizing as Household/Organization Groups

Assigning Member IDs

Adding Tags to Members

Attaching Documents to Members

Member Photos

Updating or Installing Silverlight

Web Camera Setup Plus Requirements

Household Credits

Amount Owed Balance

Merging Members

Moving Member to Different Household

Suspending Members

Archiving Members

Online Account Approval

Advanced Payment and Billing Options

Household Stored Payment Options

Activating Authorize.net's CIM Module

Creating Leagues and Divisions

Creating Teams

Assigning Coaches to Teams

Assigning Players to Teams

Schedules and Standings

Creating Invoices (Registrations, Reservations, Memberships)

Creating Invoices (Miscellaneous)

Viewing and Editing Invoices

Invoice Payments (Internal)

Making a Payment

RecDesk Credit Card

Sending Invoices for Online Payment

Printing Multiple Selected Invoices

Sending Multiple Selected Invoice Emails for Online Payment

Online Invoice Payments (RecDesk Community)

Invoice Me (Pay Later) Option for RecDesk Community

Merging Invoices

Working With Payment Plans

Creating a Payment Plan for an Invoice

Making a Payment on a Payment Plan

Payment Reconciliation

Refunds

Voids

Online Invoice Payments (RecDesk Community)

Invoice Me (Pay Later) Option for RecDesk Community

Setting Up Payment Plan Templates

Auto-Payment History

Household Balances

POS

Getting Started with Point-of-Sale

Sale Items

Creating and Modifying Sale Items

Locations

Managing Available Items

Managing Multiple Registers at One Location (Optional)

Sale Item History

Item Categories

Inventory Management (Optional)

POS Terminal

Opening the POS Terminal

Selling Items

Returning Items

Recent POS Transactions and Voids

POS Thermal Printing/Cash Drawer Support

Setting Up the Thermal Printer

Connecting Thermal Printer and EOM-POS Cash Drawer

Allowing Auto Receipt Cut and Open Cash Drawer

Enabling Auto Printing

Testing the Thermal Printer

Troubleshooting

Appendix

Sale Item Fields

Marketing & Communications

Sending Bulk Emails (Email Blasts)

Creating and Sending Email Campaigns

Sending SMS Text Messages from Programs/Memberships/Leagues

Payments and Registrations Related

General Ledger Related

Member Related

Activity Counts

Payment Processing

Credit Card Processing

eCheck/ACH Processing

Admin

Adding RecDesk Users

User Alerts

Managing Custom Lists

Personnel/Volunteers (Coaches, Instructors, etc)

The Personnel/Volunteer List (Advanced Search)

Adding/Editing Personnel/Volunteers

Adding Tags to Personnel/Volunteers

Attaching Documents to Personnel/Volunteers

Coach Assignments

Program Assignments

Online Access for Instructors/Coaches

Setting Up Basic Residency Requirements

Residency Determination Based on Address/GIS Database

Setting Up Household Credit GL Code

Invoice Me (Pay Later) Option for RecDesk Community

Bulk Email Settings

Show/Hide Director Tabs

RecDesk FlexForms

The FlexForms Builder

Logging In to the FlexForms Builder

FlexForm Settings

The Forms List

Creating and Modifying FlexForms

Downloading Blank FlexForms

Assigning Forms Programs, Facilities & Memberships

Managing Completed Forms

Compatible Signature Pad

Appendix

FlexForm Elements

RecDesk Content Management

Logging In

Adding and Updating Content

Uploading Documents

How Waivers Work

Inserting Pictures into Content

Embedding Third Party Content

Getting Embed Code from Third Party Software

Yahoo Flickr Photos

DropShots - Individual Photos

Google Calendars

Google Forms

Inserting Embed Code into Content

Image/Slideshow/Video Embed Guidelines

Brochures, Sponsors and New Tabs

Brochure/Flyer/Newsletter Postings

Sponsor Logos

New Tabs

Release Notes

Adding Tags to Members

RecDesk allows you to add Tags to Member profiles and then easily search for all Members labeled with that Tag. (see also Using Tags Effectively)

Basic Workflow

Before tagging Members, be sure to add any/all Tags you'd like to place on Members. See Managing Custom Lists.

Click on a Member's name from The Member List.

Click Add Tags below the Member Photo.

Check off any and all Tags that apply to this Member.

That's it! Now you can perform an Advanced Member Search by any or all Tags!