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Getting Started Series

Author Topic: Getting Started Series  (Read 3151 times)


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Getting Started Series
« on: November 04, 2014, 01:08:24 PM »
These videos apply only to the Legacy database: Purge, and Calendar & Club Structure.
These videos generally apply to the Cloud database's Windows App, though there may be some details that are different: Dues & Points, Calendar, Club Details, and Inventory Basics.

When you have finished using the sample data and are ready to setup the database for your club, follow the instructions on the "GettingStartedChecklist.rtf" document located in your Approved Workman folder. A pdf copy is also included at the bottom of this post.

This series of videos will walk you through each of the steps.

Prepare the database - Purge the Sample data:

Setup Step 1 - Calendar & Club Structure (New Year Setup Procedure):
Note: Since the video was made, there have been changes to the NYS process. The basic information in the video is accurate, but your NYS will look slightly different.  The Club Assignments shown in Step 2 are now Step 3. Resets and Defaults are Step 4 and the procedure is run in Step 5.

Setup Step 2 - Dues and Points:

Setup Step 3 - Calendar:
Note: v5.8.0.6 includes an enhancement to update multiple clubs at once during the Copy Themes process.

Setup Step 4 - Club Details:
Note: when adding a user record, there is now an Account Type option of 'Kiosk'.  For additional information about using the Kiosk feature, see the User Guide.

Setup Step 5 - Inventory Basics:
« Last Edit: March 24, 2022, 10:45:22 AM by Annette »