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RecDesk Director Online Help
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RecDesk Online Help - Copyrigh
t
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
Taking Attendance
Appendix
Program List Fields
Program Fields
Fee Fields
Memberships
The Memberships List
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
Appendix
Member Fields
Leagues
The League List
Creating Leagues and Divisions
Creating Teams
Assigning Coaches to Teams
Assigning Players to Teams
Schedules and Standings
Auto-Scheduling
Manual Scheduling
Standings
Appendix
League Fields
Schedule Options
Invoices
Invoice List
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
Appendix
Invoice Fields
Money
Payment Search
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
Reports
Program Related
Facility Related
Money Related
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
Bulk Email Settings
RecDesk leverages two cloud based email service options called
Sendgrid
and
Mandrill
to ensure the highest performance and deliverability of your emails (see
Sending Bulk Emails (Email Blasts)
.
