Mobile App: The Menu Tab

Overview

Scenarios
  1. You want to understand the role and use of the Menu Tab on the Enrolmy for Providers Mobile App
  2. You want to know how to complete your attendance record for the day
  3. You want to know how to invite a parent to register and book their child
  4. You want to know how to email attendees associated with the activity
This document assumes the following.
  • You have already created a staff login 

  • You have already downloaded the Enrolmy for Providers Mobile Application

  • You are using a mobile phone device.

 

Purpose Of The Menu Tab

The 'Menu' tab enables staff access to extra relevant information and functionality depending on their access level. Extra Menu items will be added over time but some of the items include:

  • Attendance Reconciliation - Complete the attendance record for the day (can only be saved and not finalised)

  • Quick Book - Invite a parent to register and book their child. This is for brand new families only, not existing customers

  • Email Attendees - Send an email to all the attendees associated with this activity

Screenshot_20210705-102919_Enrolmy_Providers-Dev.jpg

 

How To Utilise The All Attendees Section

Head to the Menu Tab on the Mobile App and access the following subsections:

 

1. How To Complete Attendance Reconciliation

Expectations of Programme Managers completing Attendance Reconciliations:

  • Mark children as absent
  • Change early pick up bookings to Full-day bookings (e.g. if parents book the 3-4 pm session but pick their child up at 5 pm)
  • Additional charge for after 6 pm pick up

1. Select the attendance reconciliation which will bring you to the below page which shows:

    • Name of child attended

    • Session associated with the child

    • Time-stamp of sign in and sign out

    • Whether it is a casual or regular booking

    • Whether there is a discount associated

    • Option to add in an additional fee

    • The price for that session

image-20210317-013947.png

 

2. The following can be completed under the Attendance Reconciliation:

3. Change from regular (green) to casual (blue) booking and visa versa by clicking on the Green R:

image-20210317-014610.png

 

4. Late fees can be added by ticking the box next to the D. Fees can be edited by clicking on the Price.

image-20210317-014717.png

 

5. If a child has been marked absent - then the session needs to be selected as absent as well:

image-20210317-015446.png

 

6. Once you have completed the changes that need to occur, then select the save changes button:

image-20210317-015551.png

 

7. This will successfully save any of your changes:

image-20210317-015630__1_.png

 

2. Quick Book

For more details refer to: Mobile App: How to Quick Book

 

3. How To Email Attendees

To edit recipients and change the email templates after selecting this section:

1. Tap to Edit Recipients icon. Here you will be able to select and deselect attendees.

2. Tap to drop-down list under the section Template.

3. Input subject in the Subject field.

4. Input text in the body of the email.

5. In order to send the email - tap “Send to Queue”.

Screenshot_20210705-103303_Enrolmy_Providers-Dev.jpg

 

Screenshot_20210705-103312_Enrolmy_Providers-Dev.jpg

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