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Clients & attendance~4 min · 2 steps

Review participant medical information

Open the authorized participant form and save club-relevant medical notes manually.

  1. 1

    Select the participant in the secure form

    Open Medical information with registration-management permission. Select the participant and check the family identity before opening the form. Only participants available to your organization appear.

    Screenshot: Select the participant in the secure form. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  2. 2

    Save and verify the notes

    Review Medical notes and allergies, make the necessary correction and click Save medical information. Wait for the saved confirmation. The Assistant cannot view or change this information; do not paste it into an Assistant conversation. Review club-specific contact and emergency information in the client profile.

    Screenshot: Save and verify the notes. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

Keep going

Clients & attendance
Work with client profiles

Every family in one place: registrations, invoices, memberships, documents, notes and history.

Programs & activities
Customize the first registration profile

Choose the information each family and participant provides to your club, and preview both languages.