Checking Members In
This functionality is available to those individuals who have logged in as an Admin or a Staff user.
Go to the Member Splash Dashboard. This is likely your default screen when you login and Checkin should be the default tab.
Choose a field to search by. You may select any of the available options from the drop down menu. If you select Last Name, begin typing the member’s last name in the bottom box marked Search Term. The field will auto-search, so you can type just the first few letters of the person’s last name (such as “cur” for Currie) and all members with last names that correspond the the letters typed will appear in a list.
If there are multiple families with the same last name, all of them will display. Once you select the first person from the family you wish to check in, all other families will fall away and only those members in the same account as that family member will display, even if they have a different last name. Check the box beside the name of each account member that you would like to check in. Verify their ID’s using the photos at the right side of the page. Click the green “Complete Check In” box. Confirm that you have selected the correct members to check in and click Submit. The Checkin screen will now refresh for the next checkin.
If a member has not paid their annual dues, there will be a red “Unpaid” box under their name.
If you try to complete the checkin for this individual, a red warning box will appear reminding you that the customer has not yet paid their dues.
In some cases, like at the beginning of the season where your club may have a grace period on dues payments, you may wish to continue the checkin by clicking Submit. Alternatively, you may Cancel the checkin and advise the customer that he must bring his account up to date.
If a member has paid their annual dues by check, and that check has not yet been received and reconciled by your treasurer, there will be a yellow “Pending” box under their name.
If you try to complete the checkin for this individual, a red warning box will appear reminding you that the customer has not yet paid their dues. You may wish to continue the checkin by clicking Submit, or you may Cancel the checkin.
If there is no photo beside the member’s name, or if the photo is of poor quality, you may take a photo of that person now and add it to their account. Click here for instructions to do so.