This post is applicable in the Cloud database's Windows App as well as in the Legacy database.
The registration window handles many of the common registration tasks from one dialog. Here is an overview:
Open the Registration Window. Select one member of the family on either the main Clubbers grid or the Check-in grid; or identify the household on the main Households grid. Right click on the target row and select "Open Registration Window" or use the button on the toolbar which looks like a pencil on a single piece of paper.
Step 1 - Review Household and Member Info {See screen shot below.}
1. Update the household information. Make changes directly to the household information, such as address or family church. To change or add contact information such as e-mail or phone, double click in the Contact Info section to open the E-contacts dialog.
2. Register members. There is a separate tab for clubbers and leaders in the family. To register a member, simply click the box in the "Register" column. This sets the Status to "active", creates the Fee for Dues, and sets the permission checkboxes based on preferences. {In the Legacy database: go to Admin > Options > Registration Form and Reports > Permission Defaults. In the Windows App: go to Admin > System Settings > Options > Registration Form and Reports > Permission Defaults.} Add new members for the family with the "New Clubber (in this HH)" button.
3. Assign Handbooks and Uniforms. Select a clubber; review the new Club Assignment, the Current Book Assignment, and Current Uniform. If a new handbook or uniform needs to be assigned, use the relevant buttons above the grid to open the appropriate Assignment Dialog.
4. Update medical/insurance information. Review the medical and insurance information in the lower grid. To change or add information, double click on a member to open the individual member record. Update the Medical Information on the member's Misc Tab then Save and Close the member record.
When all information is complete, continue to the Step 2 tab.
Step 2 - Review Fees and Post Payments
1. Review the fees. Edit a fee by double clicking on the row or using the "Open the selected fee" button. Add additional items, like a book bag, using the "Create a new fee record" button.
2. Post payments. Enter the payment type, amount, etc. and choose how to apply the payment. Note: there is an option to "EVENLY distribute the payment to the selected fees" that may be useful to apply a discount to a family and have it equally credited to the dues fee for each clubber, for example.
3. Print a report. At the top of the form are two options to print reports. The HH Registration Form includes an option to "Display a summary of Fees and Payments in the Office Use area" (look in the lower right corner of the report dialog - the default is "checked"). This may be used as a receipt of payment, or a bill for unpaid amounts.
When finished, use Save and Close. Select another family to register.
