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- The first tab is the Activity tab where you will be able to see any activity against a members' profile (e.g when a member profile was updated this should be shown here. It should also show who made that update).
Details
- The second tab is the Details tab where you will find most member information. You will also be able to perform the following actions:
- Manage details - edit any of the key details for this member
- Assign/Edit Category - add or remove a category for this member
- Edit Membership - edit any of the members' membership information
- Add to Group - you can add a member to a specific group and you will also be able to remove a member from a club member group
- Add Certification - you will be able to add a certification to the member
- Add to Group - you will be able to add the member to an Email Campaign Channel and also remove that member for the assigned channel.
- Manage details - edit any of the key details for this member
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In the member groups tab of your list you will be able to see all member groups that have already been created. You will also be given an overview of some of the groups' details. Furthermore, you will be able to perform the following actions:
- Add Member Group - You will be able to add new member groups.
- Edit Group/Delete Group - You will be able to edit or delete existing member groups (Attention: Groups can only be deleted when no members are associated to this category).
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In the manage section of certifications you will be able to approve, reject, revoke and delete certifications you have permission to manage. If there are any certifications that require review by you they will be listed here.
Transfers - to be continued
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In the clubs section of BowlsLink you will be able to find all information related to your club and any other clubs currently in BowlsLink and you have the permission to see.The clubs section is further divided into clubs and manage my club.
Clubs
In the clubs sub-section you will be able to see all clubs that are currently active in BowlsLink. You will be given some club details without clicking into their club profile and you will be able to perform the following actions:
- You will be able to click onto the clubs' name to retrieve additional information about the chosen club.
- You will be able to sort the list of clubs differently by clicking on the different column headers.
- You will be able to search for a particular club by name.
- You will be able to apply specific filters to only find clubs matching your search criteria.
- Groups
- States
- You will be able to change the amount of rows displayed in your club clubs table.
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Groups
In the manage my club groups sub-section you will be able to see all the details relevant to your clubclub groups you have permission to see. You will be able to edit all the club information for your club.
The manage your club sub-section is divided into three tabs - Details, Additional Details and Club Member Metadata.
Details
In the details tab of your club you will be able to edit the following field groups:
- Club Overview
- Contact Details
- Club Address
- Financial
Additional Details
In the additional details tab you will be able to update any additional details that the club is requesting. If no additional details are required this tab will not display anything.
Club Member Metadata
In the club member metadata tab you will be able to create new additional fields to gather more data for your club members. You will be able to add the following fields:
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see the main group and any further sub-groups. It will also show you how many clubs are part of a particular club group and you will be able to retrieve the names of the clubs that are part of a particular club group.
Campaigns
When you are in the campaigns section you will be provided with a list of all campaigns currently available.
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In the fee packages tab of your fees list you can group your club fees into packages that can be assigned to your members.
You will be able to see all the details for a fee package when it is listed here. You will also be able to perform the following actions:
- Add Fee Item - Once you have created your fee package you will be able to assign all the required fees to it. You can do this here.
- Edit Package - If certain details for your current fee package need to be updated you can do this here.
- Remove Package - You can also remove a fee package should you no longer require it. Please be aware that fee packages can only be removed when they are not assigned to any of your members.
Fee Labels
In the fee labels tab of your fees list you can manage and edit the labels assigned to your club’s fee items.
You will be able to see all the details for a fee label when it is listed here. You will also be able to perform the following actions:
- Edit Label - If certain details for your current fee label need to be updated you can do this here.
- Delete Fee Label - You can also remove a fee label should you no longer require it. Please be aware that fee labels can only be removed when they are not assigned to any fees.