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User Manual - Version 6.6

1. Figure 11 8b Add Guests to Registration The system lists basic information each guest An Edit pencil icon allows you to modify the information for each guest The Delete trashcan icon allows you to remove a guest The system will track the maximum number of guests you are allowed to add If you add more than the maximum you will see an error message and cannot proceed until guests are removed and you under or at the defined limit Click Next to proceed to the next screen in the wizard The next screen you see will depend on whether the event as defined has just a single activity or multiple activities whether there are event specific questions and whether a release agreement must also be signed For a single activity event the following screen is skipped Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 126 ClubExpress User Manual Version 6 6 3 Specifying Activities for Multi Activity Events After the initial registrant information page for a multi activity event you are taken to a page similar to the following which lists the individual activities for the event and allows separate registration for each activity Home gt Calendar gt Snowbird Ski Trip Practice gt Registration Event Registration Activities Check the box next to each activity that this person will be attending Also check ox next to any items that this parson would like Event Snowbird Ski Trip Practice Whe
2. Figure 4 8a Membership Directory top part This screen may vary slightly based on which options have been enabled Visibility The Visibility drop down list allows you to control what information is shown to other members in the Membership Directory this module is normally not visible to non members If members join the club through their personal lives the following options are available e Show all information Everything is visible e Show all information except email e Show name city state bio email phone and work info no address Everything is visible except your home or alternate addresses Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 37 ClubExpress User Manual Version 6 6 Show name city state bio email and phone no address or work info Everything except your addresses and work information is shown Some organizations may not collect work information Show name city state bio and email no address work info or phone In addition to the above your phone numbers are also not shown Show name city state and bio only no contact information n addition to the above your email address is also suppressed But your bio social networking links and photo are still visible If your club or association defined Additional Member Data to be shown on the Membership Directory they will also be shown at this level If your club enabled Achievements they are also
3. ClubExpress MORE PASSION LESS PAPERWORK User Manual Version 6 6 June 10 2015 ClubExpress was developed and is maintained by Gembrook Systems LLC 1930 Thoreau Drive Suite 155 Schaumburg IL 60173 Phone 847 255 0210 Fax 847 221 8046 Email info clubexpress com Important Copyright Notice This user manual is Copyright 2004 2015 Gembrook Systems LLC All Rights Reserved This user manual is intended for use by club and association members that are currently signed up to use the ClubExpress service to help them maximize their use of and benefit from the ClubExpress platform It is also intended for use by club and association officers who are evaluating the platform as a potential solution for their membership web site and communications needs Any other use is a violation of Gembrook Systems copyright No part of this work may be stored reproduced or transmitted in whole or in part in any form or by any means electronic or mechanical including photocopying recording or by any information storage or retrieval system except for the intended use described above Specifically this user manual may not be used as part of an effort to disassemble deconstruct or reverse engineer the ClubExpress platform for any purpose including but not limited to creating a competing product Any such use will be vigorously prosecuted to the fullest extent of the law If you have downloaded or received copies of th
4. FAQ Frequently Asked Questions eseeeeeeseeeeeeeneeeeeees 138 Chapter 13 Interests iisi ida iad anaa 139 Chapter 14 Membership Directory cccccceeessesececeeeeeeeesceeeeeeeeeeeeeeenaaees 141 Chapter 15 NEWS ein a cp teteal thee cuales iea iae eel dae ele teases mel gtens 145 Chapter 16 Photo AlIDUMS lt c 2asieccunal erect aaeua Retinal aee 146 Chapter 17 SlOrenro ni etscescnececeaceediceedurrtertonvedtamewevse tuckueaevedsarederteeoccesemeenecte 150 Chanter 16 SUrVvey Saienisi eo a ee ead riS 163 Chapter 19 Volunteering 25 densi cee eaer ter ebrveetieiaAeccdaea eaten tee deer 164 Chapter 20 Content Editor 2 0 ic i iidietadiceilnnietwi niet ne daieltat aida aalen 169 Appendix A Posting to Social Networks ceceeeeeeeeeeeeesneeeeeesneeeeeeeneeees 185 Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 2 ClubExpress User Manual Version 6 6 TABLE OF FIGURES Figure 2 1 ClubExpress screen iis siicnsa ceceecescyepate onder a ee ead 8 Figure 2 2a Login Panel logged in cccccceeeeeeeeseeeceeeeeeeesneeeeeeeeeeeeeeeeeeas 9 Figure 2 2b Login Panel hovering over the name arrow cseeeeeeeeee eee 9 Figure 2 3 Login panel old style 0 eeeeecececceeeeeeeeeeeeeeeeeeeeeseneseeeeeeeeeeeeeneas 10 Figure 2 4 Social Networking Links sseesseesssnerneeesserrrnrrsssrrrnnrrnnnrsserrrrrrnn 11 Figur
5. 05 02 2014 06 15 AM 10 00 AM Registration Desk 95 02 2014 10 00 AM 12 00 PM Refreshment Tent L Figure 19 5 I want to Volunteer The system prompts for your first name last name phone and email address It may also ask you a question that s unique to this volunteering opportunity in this example your T shirt size Below that is a grid showing available opportunity slots Click the Register checkbox to register yourself for this slot When you are logged in the system already knows who you are Your first name and last name are already filled in You can choose any of the phone numbers already stored with your profile or enter another number Your preferred email is filled in although it can be changed The grid of available slots may be slightly different depending on which slots are available for members and non members When you click the Next button you will be taken to the following summary screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 167 ClubExpress User Manual Version 6 6 Home gt Signup Summary want to Volunteer Summary Important Note You must click the finish button within 30 minutes of starting the volunteer registration process otherwise your assignments will be cancelled Barbara Jones 847 255 0210 support clubexpress com f R 05 02 2014 from 06 15 AM to 10 00 AM Registration Desk Figure 19 6
6. Canceled If you had paid a fee to attend the event a credit is also issued to your account for the amount paid minus any cancellation penalty that the club or association may have imposed This credit can be used against any future charges ClubExpress does not issue refunds although your club or association may choose to convert the open credit into a refund Contact them if this is what you want Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 53 ClubExpress User Manual Version 6 6 OPTIONAL ADDITIONAL CHARGES Select this option to process additional charges at any time during the year instead of just at signup and renewal times You will see a screen similar to the following Home Member Profile Additional Charges Additional Charges i Student Supplies Packet Club Sweatshirt Coton fleece Dive sweat L only N A 50 00 50 00 ncludes wring paper pencils color pencils erasers ruler sketch pad shape template pencil case etc Total Additions Charges 50 00 Proceed to Payment oY Cancel X Figure 4 24 Optional Additional Charges Select one or more charges Some charges may give you the option of adjusting price for example for a donation or quantity The Total at the bottom will update automatically Click the Proceed to Payment button to complete your selection and jump to the payment page Complete payment as normal Copyright 2004
7. Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 141 ClubExpress User Manual Version 6 6 Note that the Company option is only visible in the Search By section if members join through the business or professional lives or if your club or association is collecting work information And if your club or association does not support chapters the Organizational Tree option will not be shown Administrators will see all members non administrators will only see members who agree to be shown in the directory members can opt out of the directory completely If you allow members to limit the information shown in the directory and a member has not set his or her visibility level the system will use the default visibility configured on the People Options page Otherwise the system will respect a member s preference Members are displayed in pages of 24 members at a time Click the Prev and Next buttons or the drop down list to select a specific page Clicking the photo or member s name displays the Bio page shown below This option is only available if members have agreed to display more than the lowest level of information name city and state only Home gt Member Directory Membership Directory Bio Member Directory Bob Bamberger 213 Basic Information Location Schaumburg IL Email Address info clubexpress com Home Phone 847 255 0210 Mobile Phone 847 255 0210 Fax 847 221 804
8. Figure 15 1 News main screen Each item is shown with a heading the date of posting and a summary Clicking the Read Article link displays the complete news item as shown in the following example Home gt News Articles List gt Details News Articles Commodore Report Monday October 22 2012 Notice how the Control Panel choice appears at the end of the menu When you select this option you are taken to the club s Control Panel which is organized into five tabs based on the major areas of administration People Website Money Club and Communications Here you can manage the member and non member databases update website pages as well as the look and feel of the site view and update special functions send emails etc Figure 15 2 News item screen Click Return to Previous Page to return to the main News screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 145 ClubExpress User Manual Version 6 6 Chapter 16 Photo Albums INTRODUCTION ClubExpress supports custom photo albums containing photos uploaded by administrators or individual members Each photo is stored in multiple resolutions with a title caption photographer s name the date the picture was taken and one or more tags describing the photo Photo albums are organized into categories that can be anything you want as general as Events or as specific as Summer Picnic 2012 Indi
9. Gembrook Systems All Rights Reserved Page 136 ClubExpress User Manual Version 6 6 SHARE THIS EVENT Click the Share link to share an event on your club s Facebook page LinkedIn Group page or Twitter feed You will see a dialog similar to the following Post to a Social Network 2 x s screen s supported Social Networks to post this s Click a network o go or multiple logos to nt and then click Share Your Event and short 1 ck Share s Please make sure that Popups are enabled scription will be posted to the selected network in your browser or enable them for this site Which Network s 1607040 Text Be sure to join us for our first event of the school year 62 characters remaining Link to page will use 20 characters Links To Event Quick Event Figure 11 17 Sharing an Event At the top will be on or more checkboxes representing the social networks where your club has a presence The Text dialog will change depending on which social network s you select Facebook allows up to 300 characters Linkedin up to 250 and Twitter up 120 actually more but the link to the event requires 20 characters When more than one option is checked only the shortest length will be available Enter whatever text you need to communicate the details to your audience then click the Share button to post this event to your club s social network s or Cancel to close the dialog witho
10. If your club or association has enabled the online Storefront function and if you have purchased digital files click this link to see a list of these files for downloading You will see a screen similar to the following Home e Member Profile e Download Bank Download Bank The following documents are available in the download bank Click the double arrows to the left of the document s name to view its details Click the Download link to the right of the document s name to download the document The File Readers and Utilities section at the bottom of the page contains links to download programs to view files in various standard formats These links will display the vendor s web site in a new window Click on the double arrow to see the viewers Name Status Links mgp file Available Download d mgp file Available Download di mgpfile Available Download dit Clear Click this button to clear all documents which have been downloaded at least once or which can no longer be downloaded y Click to view File Readers and Utilities for download Return to Previous Page Figure 4 40 Download Bank Click the double arrow character on the left to view details of each document Click the Download link to download the document The Edit link will only appear for administrators it allows them to update the properties of the document including its status and expiration date Click the Clear b
11. Once you have logged in tap the Profile icon to display the following screen 0000 Verizon T 3 10PM 47 gt democlub clubexpress com P Martin Smith Home Profile Payment Due Logout 2 O A lt wij il i Figure 2 13 Mobile Profile This popup menu allows you to jump to the home page view your Profile screen or Logout If you currently owe money you will also see a Payment Due option and if your club or association is using the E Commerce Storefront and you have placed items in your shopping cart you will see a Shopping Cart option as well Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 21 ClubExpress User Manual Version 6 6 Other Screen Changes Changes have been made to various ClubExpress modules and special functions to better accommodate mobile devices For example here is the Event Calendar 0000 Verizon gt 3 08PM 4 48 W democlub clubexpress com CVS UGOUIMPUVUIT UNIS TWUVAUUIT TOGO ali airy rules regarding attendance you can also register for events from this screen Click on the magnifying glass on the toolbar to see search and filter options aan teat ne G4 Back One Month Ahead One Month Back One Year Ahead One Year December 2014 Figure 2 14 Mobile Event Calendar The icons at the top allow you to switch between views and also to navigate forward and backward within the calendar The default mobile view is
12. Use this screen to create your QuickEvent including its title and visibility date and time and whether or not it requires registration Once you re finished click Save to add it to the calendar of events You will be able to edit it later from the event details page Basic Info Short Description Used for the vCalendar description and as a tooltip in the Calendar Category A Club Ride a Event Is For Visibility Visible to everyone gt Contact Person Smith Martin 1015 Select Remove Show Email No _ Everyone Members Only Show Phone No Everyone Members Only Notify on Registration _ Event Date Time From 8 00 AM_ eto g Registration Registration Temporarily Unavailable Maximum companions O tf companions are allowed Location Location Address City State Province lt Select gt s Zip Postal Code M Country UNITED STATES Show All Countries Metro Area lt Not Specified gt Show Map Link 1 Location Phone Location Website Figure 11 15 Defining a QuickEvent Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 134 ClubExpress User Manual Version 6 6 QuickEvents are constrained to be easy to define and easy to register for One screen only to define the event One screen only to register for the event Single activity only No fees One day only
13. Event Registration Personal Information To begin t atio ne of th n ne er you must firs egistering If you are nd n i step Test Quickevent Thursday Apr 30 2015 8 00 AM until 12 00 PM Flying Field 1000 Forest Drive Anywhere IL Contact Martin Smith Members amp Guest s Figure 11 14 Registering for a QuickEvent as a member If the QuickEvent does not allow guests just click Complete Registration and you re done If the QuickEvent allows guests the wizard will have a second screen Click the Next button to see the Add Guests screen described above You can quickly add guests or people who are part of your membership such as family members If you re not a member you will be asked to enter basic contact information on the first screen When you click Complete Registration you are registered There are no fees for QuickEvents no additional questions to be answered and no release waiver agreement to be signed Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 133 ClubExpress User Manual Version 6 6 CREATING QUICKEVENTS Some clubs and associations allow members to create their own QuickEvents To create a QuickEvent click the Add QuickEvent button on the main Event Calendar page either in Grid View or List View You will see a single page of options to define the event Home gt Calendar gt Calendar Manager gt Create QuickEvent Create QuickEvent
14. Zip Postal Code Country Email Phone Cell Phone Company Title UNITED STATES Show All Countries info clubexpress com Figure 4 13 Save Y Cancel X Add Secondary and or Tertiary Member Full Version Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 43 ClubExpress User Manual Version 6 6 Click Save to save this new member or Cancel to close the dialog without saving After a secondary member is added the system will show you the username and password assigned to that member When the secondary member logs in he or she can change this information Chapters and Secondary Tertiary Members If your club or association supports chapters AND your membership allows secondary and or tertiary members this screen may prompt for both types of information as shown in the following example Home ControlPanel Member Manager Member Profile Chapters Additional Members o Chapters Additional Members for Eric Abrams Name Chapter Tools Eric M Abrams Chicago Remove Family Members Add Callie Abrams Edit Remove Chicago Remove Lisa Abrams Edit Add Chapter Remove Figure 4 14 Add Chapter s and Secondary Tertiary Members First enter the secondary and or tertiary members Then for each member including you you can add or remove chapters Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 44 ClubExpres
15. All Rights Reserved Page 68 ClubExpress User Manual Version 6 6 Maintaining Your Photo Albums The following options are available in the Maintain column Ba Click the Edit Content icon to manage the photos placed Edit on the album as well as a detailed description of the album Click the View icon to display the photo album even if it s View not on the menu Go Click the Manage Coordinators icon to add one or more Coordinators coordinators who have administrative rights over this album You will see the same screen described above for built in functions i Click the Edit Configuration icon to display the dialog e Configure described above allowing you to change name menu text category and visibility B Click the Long Description icon to display the advanced Long Desc content editor allowing you to create a more detailed description of the album With this editor you have full control over fonts alignment styles and other powerful HTML options you can even add photos and other graphics e Share this new or updated photo album on your club s Share social networks including Facebook Twitter and LinkedIn See below This icon will only appear if the photo album page is active It does not need to be visible to everyone it s only members can access it clicking the social networking link will first require members to login i Click the Delete icon to drop the album You will be asked
16. Click here to view or add comments Comments are subject to editing or deletion at the blog author s or club s discretion Handle Theater Fan o agree the show is tired and needs a complete revamping Max 500 characters 442 characters left Figure 5 3 Adding a comment If the blog allows comments you will see a comments panel below the blog entry with the most recent comment at the top Click the Add Comment link to display a panel that prompts for a handle and your comment Click Save to post your comment or Cancel to cancel without posting About this Blog Membership Directory Dan Ehrmann 15 Title President Company ClubExpress Company Website www clubexpress com Dan has 25 years of experience developing custom software solutions designed to fit client needs ClubExpress is his fifth startup venture of the previous four two were successful and two were not and he learned as much from the latter as from the re former Dan previously served as Managing Partner of the Chicago office of USWeb and as founder and President of Kallista Inc a custom application development firm What is this sani 3 4 that he ran for 11 years before selling it to USWeb During his career Dan has Blogs spoken at more than 30 software conferences in 10 countries He is the author of two ClubExpressions books and over 100 articles on database programming topics Dan was formerly an Adjunct Professor at DePaul U
17. MPG M2V older style MEPG video QT MOV Quicktime movies MP3 Audio file standard WAV Windows sound file AAC Apple Audio Codec used by iTunes Embedding a Linked YouTube or Vimeo File Select the second radio button to display a simple text box into which you can paste code copied from YouTube or Vimeo or any other website which supports embedded links and which allows you to copy a code block into your clipboard In YouTube look to the right of the video for the Embed box You can also click the Gear icon beside the Embed box to display a panel with additional options including whether or not a border should be displayed and its color and the video size In Vimeo the lt gt Embed button appears when you move the mouse over the video panel itself Click the button to display a popup dialog Highlight the code block directly and use the computer s Copy function Paste in the code block then click Save to save your change or Cancel to close the dialog and return to the editor without saving Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 183 ClubExpress User Manual Version 6 6 SPELL CHECKING Clicking the Spell Check toolbar button switches the editor into Spell checking mode W e E gt gt gt iE E u 2 Ad Oz Spell checking mode Misspelled words are highlighted in yellow Finish spellchecking Test Custom Page Y
18. Payment Payment In Advance Only 24 Slots Remaining Guests included in your registration No Guests have been added to this registration yet Add Guest to Registration Figure 11 8a Event Registration Wizard Entering Guests Click the Add Guest to Registration text or icon A dialog similar to one of the following examples is displayed Add Guest Q Q Add Guest Add Another Member A companion on Fill in the information and select the d First Name First Name Last Name Last Name Reg Type Members amp Guest s B Reg Type Members amp Guest s B Title Company Address 2 City lt Select gt iS Zip Country UNITED STATES _ Show All Countries Email Phone Figure 11 9a Two version of the Add Guest dialog Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 124 ClubExpress User Manual Version 6 6 For each event clubs can decide what information to collect from guests and which of these fields should be required So the Add Guest dialog can vary considerably in what is shown This dialog has a second tab that allows you to quickly and easily add secondary and tertiary members attached to your membership to the registration Add Guest Add Guest Add Another Member Default Registrant Type Members amp Guest s Primary Member Martin Smith Primary Registrant Secondary Members Juan Ramos Not Attending or Already Regis
19. amp Club Logo LoRes p Club Logo HiRes Description Official logo of the club x Author Various Date Created 12 01 2002 Format Unknown File Size 0 KB Download Figure 9 3a Viewing Document Details This panel includes another Download icon Click the close button or the document title to close this panel This panel may optionally include Ratings and Member Comments as shown in the following example Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 107 ClubExpress User Manual Version 6 6 Past Newsletters test test document August 2005 The first ballon flights of 2008 were in xX watertown NY Author M Smith Date Created 07 31 2008 Format MS Word File Size 25 KB Your Rating yy yy vy Overall Rating yy yy yy f Download Member Comments fo Submit Comment Figure 9 3b Viewing Document Details with Ratings Comments Click a rating star to record your rating You can click 1 2 stars so the rating range is from to 5 stars The Overall Rating represents the average score of everyone who did this action To enter comments type into the box and click Submit Comment Previously recorded comments will be shown above the box prefixed with the member s name and the date time when the comment was recorded Comments are shown in descending date time order As the number of comments increases a scroll bar will appear to allow users to scroll throug
20. form complete the form and click the Send button to send the email Click the Sign Me Up button if this option is enabled to volunteer for this committee If you are already a committee member click Remove Me to resign from the committee This option will only be enabled for committees with an open membership Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 92 ClubExpress User Manual Version 6 6 Chapter 8 Discussion Forums INTRODUCTION ClubExpress includes a powerful discussion forums module allowing members to participate in online discussions on a variety of topics Original messages and their replies are organized into threads that are listed within a forum Forums in turn are grouped into categories allowing a club or association to organize forums for different purposes Forums configured as an email list listserver push messages out to forum members email boxes and allow members to reply via email The reply is posted to the forum and then sent back out to every forum member But these forums can also viewed online like any other forum and are fully integrated into the rest of ClubExpress Clubs have full control over forum membership Forums can be defined where all members have access by default or where members can opt in or where a moderator adds members manually Clubs can also build forums around an interest group a committee or a member type and ClubExpress will mai
21. o ENa Wichita Y i notes T A To a OPh Riverside Procli Me Mexico O Mexicali ACHES Chnganuieidaraay A e Negras Culiacan Torreon OIGA 1 Saltillo yg Her jatamoros Mazatlan M xico Google C Geocoding by geocoder us and geonames org Figure 6 2 Chapter Finder using Google Map A standard Google icon shows the location of each chapter Click the icon to display information about that chapter You may also see an aggregator icon with a number in the middle indicating multiple chapters in close proximity Click this icon to zoom in and see the individual chapters Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 89 ClubExpress User Manual Version 6 6 Organization Chart Home Club Finder o Club Finder Navigate the organization hierarchy by clicking on the and buttons Click on a name to see more info on the selected item Northwestern Balloon Club South Midwest Illinois Chicago Rolling Meadows Michigan Northeast West Figure 6 3 Chapter Finder using Organization Chart This option shows the hierarchy of chapters districts and regions in the club or association It s used by organizations where chapters do not necessarily map to a geographic location Click a subgroup at any level to display details about that subgroup This organization chart option is also available for each of the map options allowing u
22. 2012 Banquet Item s Ann Smith Banquet 60 00 Martin Smith Banquet 50 00 Payment s 6 1 2012 Cash 110 00 Note the total payment was 450 00 the amount applied to this transaction was 770 00 Figure 4 18 Transaction History showing expanded details You will see the individual line item s making up the transaction and the individual payment s used to complete this transaction Click the blue Print link to print a receipt of this transaction only and the payment method s used to cover it Click the blue payment date link to print a receipt of this payment and the transaction s that it covered Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 46 ClubExpress User Manual Version 6 6 To close the detail display click the double up arrow symbol beside the date You can also click the double arrow symbol at the top of the list to open and close all items at once Transaction Reference Number Every transaction is assigned a transaction reference number similar to an invoice number This number is unique to each club or association and it increments automatically starting from 1000 This number will be visible on various pages as Ref Xxxx Administrator Options Administrators will see a Cancel link beside membership and miscellaneous transactions For now event registrations and donations are handled from their respective modules e Transactions that were paid th
23. 3 Coordinator Jon Harrison Envelope Maintaining and repairing the balloon envelope including vents lines View Members and control surfaces 5 Baskets Maintaining baskets including lines safety harnesses weights and Vina AGDA other passenger elements 5 Support Equipment Everything but the basket burner or envelope View Members 7 Teaching and reinforcing the important safety considerations in our hobby pastime Safety Education and Inspection We support the club s vital safety activities ensuring that every View Members balloon is fully inspected and certified before lift off We also help 10 with safety education within the club and general community Figure 13 1 Interests This screen lists each interest category in the display sequence specified with its description Within each category are its interests together with the Interest Coordinator and the number of members who have registered for that Interest Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 139 ClubExpress User Manual Version 6 6 Each interest on this screen is a link that will display the members who have registered for the interest However this list is available to members only If the current user is logged in the following screen will be displayed If you are not logged in the Login screen will first be displayed Visitors will then click their back button
24. 9b Add Another Member cccccceceeeeeeeeccceeeeeeeeeeeessnaeeeeeeeees 125 Figure 11 86 Add Guests to Registration eeeeeeeseeeeeeesseeeeeeesnteeeeeenaes 126 Figure 11 10 Event Registration Wizard Event Activities 00 ee 127 Figure 11 11 Event Registration Wizard Event Specific Questions 128 Figure 11 12 Event Registration Wizard Summary Screen 0 ee 130 Figure 11 13 Make Payment ccccceeeseecceeeeeeeneeeeeeeeeeeeseeeeeeessenseeeeneenes 131 Figure 11 14 Registering for a QuickEvent as a member ceeeeeeeeeeees 133 Figure 11 15 Defining a QUICKEVEMM ececcceceeseeee tees eeeeeeseeeeeeeeseeeeneeteeees 134 Figure 11 16 Event Admin Tools for a QuickEvent esere 136 Figure 11 17 Sharing an EVeMntisccciscssccrases es aetna ates baa Sondoeles 137 Figure 12 1 FAQ Category SCrOe n cccceeeeeseccneeeeeeeeeneeeeeeeeeeeesennsneenaeeeees 138 Figure 13 1 Mero SIS vas 60s ea case e AEE AE aAA AESi AERA toacuteants 139 Figure 13 2 Interest Members ccceceeseeceeeeeseeeeeeeeneeeeeeseneeeeessenseneeneees 140 Figure 14 1 Member Directory List ceeeeceseeeeeeeeeeeeeneeeeeeeeeeeeeeeseeeeeeeeees 141 Figure 14 2 Member Directory Detall cccccceeeeeeeseecceeeeeeeeeeeessneeeeeeeees 142 Figure 15 1 News Main SCre nicicsintivditica identical 145 Figure 15 2 News i
25. A map link for the event location A link to add the event to the personal calendar on your computer Registration required or recommended Limiting events to members only Registrant categories with color coding Allowing companions to be signed up Adding non member registrants to the non member database Maximum capacity Fees which change after a certain date Fees which are different for non members and or companions Payment by credit card or check Event specific questions at multiple levels of the registration Track attendance and whether an event is eligible for attendance credit Optional event release agreement including default A special printable version of the month grid with more details Optionally display public holidays and other significant days Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 113 ClubExpress User Manual Version 6 6 VIEWING EVENTS When users open the events module the first thing they generally see is the Month Grid view shown below Clubs can configure a different default view on the event calendar admin screen Home Calendar Calendar Grid View Tr Switch to List View Add QuickEvent Mar April 2015 May Sunday Monday Tuesday Wednesday Thursday Friday Saturday 31 2 3 4 Goop Faipay Passover 1st Day 29 5 30 5 6 7 ices ss Sa 13 Figure 11 1 Event Calendar in Grid View This view shows a traditional month grid
26. Country UNITED STATES Show All Countries Phone Email Address Organization Title Figure 17 12 Non Member Checkout Step 1 Contact Info Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 159 ClubExpress User Manual Version 6 6 If you are a member but have not yet logged in this screen allows you login to continue the checkout Pricing may change once you have logged in If you are a non member who might have previously placed an order or registered for an event or made a donation so that you re in the club s non member database you can find yourself using the search function The following panel will appear Enter the following Email Address Last Name Figure 17 13 Search Non member Database Enter your email address and last name and the system will attempt to locate you in the non member database If found your contact information will be filled in New customers will fill in the required contact information and click Next The remainder of the Checkout wizard behaves as described above Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 160 ClubExpress User Manual Version 6 6 Payment Screen When you click Continue to Payment you will see the standard ClubExpress Payment screen similar to the following Home Make Payment Make Payment for Martin Smith 1015 The list be ndi S Use th fer to pay by check select the P
27. Dates To Date fields are ignored when filtering current view Seach u Figure 11 4 Search Filter panel for events Using this panel you can filter the current view to show only events that match your specified criteria Select a category or metro area or enter part of the title or event description Click Search to display a Search Results panel that is similar to a List View and that shows all events that match your specified criteria Click the Reset button to clear your criteria When you search using the Title and Description fields there is no need to type wildcards the system will find the specified string wherever it appears The Metro Area option will only be displayed if you have defined metro areas on the Control Panel The Show Events For subgroup option will only be displayed if your club or DNN association as subgroups chapters districts regions By default the calendar shows members the events in their hierarchy the chapter s they belong to plus the districts and regions that these chapters belong to plus the parent club But members can select a specific subgroup at any level to change this view perhaps if they are traveling to a different part of the country Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 117 ClubExpress User Manual Version 6 6 Event Details To view the details for an event click the event title in the current view You will see
28. Document Viewers Y Having trouble viewing documents Click here to download the appropriate viewer Figure 9 1 Document Folders and Documents The left panel shows a tree structure of folders and subfolders If a folder has subfolders an open arrow will be shown on the left of the folder icon Click the folder name to expand that folder For expanded folders click the parent folder name to collapse that part of the tree You can also click the Expand All Folders and Collapse All Folders options above the folder panel When you hover over a folder name its folder description is shown Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 106 ClubExpress User Manual Version 6 6 Click and drag the line separating the tree from the list of documents within the selected folder to widen or narrow each panel To display links to popular file readers click the double down arrow near the bottom of the screen Document Viewers Having trouble viewing documents Click here to download the appropriate viewer TA m Bd E Figure 9 2 Viewing file readers and utilities Documents within a folder are shown on the right side Each entry consists of an icon describing the type of document the document title and a green Download link Click it to download the document Click the icon or document title to see more details about that document similar to the following screen Official Club Documents
29. Gembrook Systems All Rights Reserved Page 109 ClubExpress User Manual Version 6 6 Chapter 10 Donations INTRODUCTION The Donations function allows you to establish funds into which members and non members can donate A number of options are provided to control fund visibility target and whether anonymous donations are allowed Donations are processed through the same payments processing module that s used for memberships and event registrations A typical Donations screen is shown below Home gt Control Panel Donations Donations Education This fund is used for education programs at middle and high schools Hunger Foundation Raising money to support nutrition and anti hunger programs around the worid Progress 600 00 received toward our goal of 5 000 00 Fly In 2012 Help to offset the cost of hosting the 2012 Ballooning Fly in Figure 10 1 Donations screen Each fund has a title and description plus optionally progress towards a target amount Click the Donate button to make a donation You will see a screen similar to the following Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 110 ClubExpress User Manual Version 6 6 Home gt Donations Make a Donation Contribute to Education Enter the amount of your contribution and an optional comment Depending on the configuration you may also be able to specify if this should be
30. Gembrook Systems All Rights Reserved Page 171 ClubExpress User Manual Version 6 6 Puz ka W My il il Li gt s A u Redo the previous Undo The shortcut key Ctrl Y performs the same function Click the forward arrow to redo the last undo or the small down arrow to select which undo point to reverse Strip selected formatting options from the highlighted text A small drop down menu will appear allowing you to choose exactly what should be stripped Left Align the current line or block Center Align the current line or block Right Align the current line or block Fully Justify the current line or block The editor will insert additional spaces to line up both the left and right margins Unjustify the current line or block The editor will revert to left justified text removing any spaces inserted to create fully justified text Indent the current line or block 1 tab stop Outdent the current line or block 1 tab stop Insert or format a table at the current cursor position A drop down menu will appear allowing you to paint the rows and columns in the table and to specify other options For more information on all table functions see the special section below Click to insert a hyperlink to another ClubExpress module an external website an email address or an anchor bookmark within a page The shortcut key Ctrl K performs the same function For more information see the special sect
31. Image to upload it into ClubExpress It will appear in the Image Files list Highlight the file name and it will appear in the Preview panel If it s the right one click Select to place it on your page Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 180 ClubExpress User Manual Version 6 6 Important Note Only upload photos that you have the right to upload i e you hold the copyright or the copyright holder has granted permission for the photo to be uploaded If you upload photos without permission of the copyright holder you run the risk of being sued for unauthorized use of copyrighted material Editing Image Properties To edit the properties of an image click it so that selection handles appear Then right click and select Properties You will see the following dialog Properties Width 120 px a Height 80 px Border Color amp amp 7 Border Width 7 Alt Text Long Description Image Alignment X Top Right Margin Bottom Left OK Cancel Figure 20 5 Set Image Properties From this window you can perform the following functions e Specify the width and height of the image in pixels The system does not maintain the relative dimensions of an image unless you first click the broken chain image to join the two fields e Specify a border color and width for the image in pixels If this parameter is left blank it defaults to zero e Specify
32. It can also be displayed at the top of the screen immediately below the event title Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 118 ClubExpress User Manual Version 6 6 Note that the Register Now button will not appear if registration is not required or if the event is for members only and you are not logged in or if the event is full or has passed or if registration is closed for some other reason For a multi day multi activity event the button will appear until the last day of the event to allow you to register for individual activities on the last day If the Registrants button is displayed you can click it to see a list of who else is coming For members you can then click their Bio link to jump to each member s Bio Directory page If an event needs volunteers you may also see a Volunteer button Clicking it jumps to the volunteering module to show the available volunteering opportunities for this event Add to my Calendar Lae The calendar icon below the Register Now button allows you to add the event to your personal calendar This feature uses an Internet standard called a vCalendar file which is supported by most Personal Information Manager PIM programs including Outlook Eudora Mozilla Thunderbird Apple Mail Entourage etc When you click the icon a standard dialog will be shown asking if you want to Open or Save the file Clicking Open creates a new appointment meeti
33. One registrant type for members non members and companions No event specific questions No event page or photos can be added afterwards No release waiver agreement The fields shown on the above screen should be self evident e You will only have limited event categories available select the most appropriate one e The Event is For option will only appear if your club or association has chapters districts or regions select the appropriate level for the event e Select a Visibility to control who can see the event members or everyone e To give yourself the ability to edit the event and view registrations make yourself the event coordinator You can optionally show you your email address and or phone number and have the system notify you via email whenever someone registers for your event e Select a Registration option Registration is either Required Recommended or not necessary If registration is required or recommended you will be asked to specify a Registrant Type If the selected registrant type allows companions or guests you will be asked to specify the maximum number allowed e If that registrant type is for members only then only members can register no companions or non members allowed e If that registrant type is for members and member companions only then non members cannot register for the event e f that registrant type is for members and non members only then each person must register indivi
34. PM amp Jonesy 2 8 2013 8 05 PM amp Jonesy 2 8 2013 8 05 PM Figure 8 7 Messages in a Thread Thread View Thread View shows the current message at the top of the screen with a thread list underneath showing the hierarchy of messages and replies If the current message has attachments they are listed below the body of the message Clicking the link allows you to open or save the file In the tree the current message is indicated with a red arrow in the Author column New messages since your last visit are flagged with a special symbol Messages with attachments have a paperclip indicator To view a different message in the thread click the message s Subject in the tree view If the member who posted a message has enabled this option you can click his or her name to display his or her bio is a popup window This view respects the author s pre defined visibility settings Administrators can click the Status link to display a popup with the member s actual name and email address as well as message handling options Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 98 ClubExpress User Manual Version 6 6 You can also view messages in Flat View similar to the sample below Home gt Discussion Forums gt Equipment gt Messages Great site on ballooning extravaganzas for the who Author Last Post amp 7 10 2008 9 58 AM Reply A Check out https democlub express com for mo
35. Policy All payments are final We do not provide refunds for membership signups and renewals event registrations donations storefront purchases or other misc charges Please carefully review the charge s checked above and be sure you know what you are paying for The refund policy is set by Northwestern Balloon Club If refunds are available requests must be directed to Northwestern Balloon Club they cannot be handled by ClubExpress Submit Paymen Figure 11 13 Make Payment This screen will show the final payment for the event including the details of each line item registrant companion s and activities If you have other pending transactions such as a membership renewal or registration for another event these will also be listed and you can pay for them all with one payment Select the payment type and enter any additional information that s required For a credit card payment this is your credit card information For a check payment a print function is available to generate an invoice for mailing with the check Administrators have access to additional payment options credit card outside ClubExpress cash complimentary etc The system maintains a Payment Status flag for event registrations If you choose to pay by check your registration is stored in the database but it s not Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 131 ClubExpress User Manual Version 6 6 co
36. Rights Reserved Page 52 ClubExpress User Manual Version 6 6 EVENT HISTORY Select this option to view a history of all events you have attended You will see a screen similar to the following Home Member Profile Event History Event History appear nere as Event Date Amount Status Attendance Board Meeting 11 18 2008 0 00 Paid Not Recorded Fall Balloon Rally 11 13 2008 5 00 Canceled Not Recorded Fall Balloon Rally 11 13 2008 5 00 Paid Not Recorded Mardi Gras 8 21 2008 1 00 Paid Not Recorded _ Monthly Luncheon 9 4 2008 Print 59 00 Paid Not Recorded When Thursday Sep 4 2008 11 30 AM until 1 30 PM Where Manny s Restaurant 5005 Newport Drive cnr Algonquin Road Rolling Meadows IL Registered On 8 5 2008 Companions Mark Smith Pizza Party 7 31 2008 10 00 Paid Not Recorded Figure 4 23 Event History Click the double down arrow symbol to display details of that event You can also click this symbol in the header to display details for all events Click the blue Print link to print the details for each event Cancellations If the event was configured to allow cancellations and if the cancel deadline has not passed you will see a Cancel link to the right of the attendance column Clicking it allows you to cancel your registration for this event If the event was free or if the fee had not yet been paid clicking the Cancel option simply marks your registration as
37. Will you mail the form Yes O No Employer Name Employer City Employer State lt Select gt Employer Contact Person Employer Contact Phone Matching Terms Figure 10 4 Recording matching gift information Enter the specified information including a general description of matching gift terms The club will follow up with you to obtain the necessary forms and submit them to your employer Click Proceed to Payment to complete the Donation by paying via credit card or check or click Cancel to close the form without completing the donation Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 112 ClubExpress User Manual Version 6 6 Chapter 11 Events Calendar amp Registration INTRODUCTION The Event Calendar function allows clubs and associations to maintain an online calendar to inform members and the public of events and to allow them to register for these events The function fully supports options such as Single activity or multiple activity events QuickEvents that can be defined and registered for on one screen Notifications calendar entries that are not full events Event categories including color coding Multiple calendar views with filtering by category and metro area Searching for events based on multiple criteria A link to an external website for an event organized by another group A link to custom pages for additional information on the event
38. a similar note is sent back to the sender The email list options especially being able to send new messages to a forum via email or reply to existing messages by email require that ClubExpress be hosting your club s email accounts If you currently have email for a domain pointing to a 3rd party email server configuring this domain for a listserve will not work But you can also buy a second domain for example WyC ubForums org for use just with discussion forums MEMBER PROFILE When discussion forums are available a Forums General Preferences choice is added to the user Profile screen This choice allows you to control your individual preferences for viewing messages and threads authoring messages and the personal information displayed A second choice Forum Memberships allows you to subscribe to forums and unsubscribe as well and to customize your preferences in each forum that you are a member of For more information see Chapter 8 Member Profile Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 102 ClubExpress User Manual Version 6 6 SEARCHING THROUGH MESSAGES From the main Forum screen click the Search button The following screen is displayed Home gt Discussion Forums gt Search antering text in the Search For field and pressing the Search button Optionally you may select a specific forum to than 100 messages will be returned an entry Search For Me
39. also shown on the menu It allows you to control your interactions with discussion forums including general viewing preferences message authoring preferences and screen name When you click the Forums choice you will see the following screen Home gt Member Profile gt Forum General Preferences Forum General Preferences Select your preferences which apply to all discussion forums Some of these settings can also be set individually on each forum Viewing Messages and Threads Threads Per Page 50 Preferred Message View C Threaded Flat Msgs Per Page Threaded 50 Msgs Per Page Flat 20 Email Address Use Email Address C Primary Contact Email support clubexpress com This Address info gembrook com Allow Private Replies Allow forum members to send replies directly to me via email Check this box to apply the email address choice to all my forums Message Delivery Send Email Send Forum Messages To Me Via Email NOTE When this option is checked you can control the sending of email for each forum individually from the Forum Memberships page When un checked you will not receive emails from any of your forums regardless of the individual settings Email Links Remove additional links and info text from my forum emails NOTE Forum emails include some identifying text and useful links after the message s Check this box if you wish to remove this text Email Format Plain text in the body of
40. can a registe ts Switch to Grid View Month Week Day Future Add QuickEvent Davuser Savines Tee BEGINS Test Ride 8 00 AM More info Saturday Gulf Coast Bird Show 1 4 Auditorium 8 00 AM More info Figure 11 3 Event Calendar in List View In List View the View panel has the following options e Click Switch to Grid View to change view See above e Click Month to see a list of events in the current month Use the navigation buttons to move forward or backward by months at a time e Click Week to see a list of events in the current week Use the navigation buttons to more forward or backward by weeks at a time e Click Day to see a list of today s events Use the navigation buttons to move forward or backward by up to six days at a time Click Future to see all events past today Click Add QuickEvent to create a Quick Event See below Click Today to jump the grid back to the current month Click Legend to display a drop down legend of the color coding In List View entries are grouped by month Each entry has a color coded date panel that can be clicked to jump to the event detail view The event title and View green View icon can also be clicked to jump to the same place Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 115 ClubExpress User Manual Version 6 6 Click the More Info text or the arrow icon to display the event s short description field List view will also dis
41. dialog will change depending on which social network s you select Facebook allows up to 300 characters Linkedin up to 250 and Twitter up 120 actually more but the link to the event requires 20 characters When more than one option is checked only the shortest length will be available Enter whatever text you need to communicate the details to your audience then click the Share button to post this blog entry to your club s social network s or Cancel to close the dialog without posting Important Note when you connect to each service for the first time you will be prompted to authorize ClubExpress to generate posts in your account This process is handled slightly differently by each service For more information see Appendix A of this manual Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 85 ClubExpress User Manual Version 6 6 Viewing and Editing Comments Click the Comments link to view and edit comments You will see a screen similar to the following Home Blogs Read Blog Posts Manager Comments Manager Q Comments Manager Blog Northwestern Balloon Club s Blog Martin Smith Post New Supplier published on 10 13 2010 3 24 PM Comment Maintain Hank Johnson 10 13 2010 3 40 PM Edit Delete Marty Thank you for pointing me in the direction of Joe s Ace Hank Michelle Admin True 10 13 2010 3 25 PM Edit Delete Thanks Marty can use a few things so will hea
42. first page and Next does not appear on the last page Use these buttons to navigate between the pages of the survey If you click the Next or Back buttons and you have not supplied a response to one or more required questions you will not be able to leave the page until an answer is supplied At the end of the survey you will see a Response Summary screen listing your answers to each question There is also a Print Summary icon to allow you to print your answers Click the Submit Response button to submit your response Cancel to cancel the survey without submitting your response or Back to return to a previous page to edit responses to one or more questions Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 163 ClubExpress User Manual Version 6 6 Chapter 19 Volunteering INTRODUCTION The Volunteering function allows a club to post volunteering opportunities for which members and optionally non members can sign up These could be any of the following e Helping out at club events e Cleanup or maintenance at the club s facilities e Performing periodic or seasonal tasks e Helping in the office A volunteering opportunity might cover multiple days with multiple slots within a day each of which needs multiple people each of whom might be doing different tasks For example Opportunity Jumble Sale from Thu Sun Slot 1 Thu from 9 12 4 people needed for setup Slot 2 Thu from 12 3
43. have the option of enabling an Add me to your Mailing List prompt on the public side of their websites Clicking this link displays the following screen Home gt Add Me Add Me To Your Mailing List Complete the information below to be added to our mailing and emailing list First Name Last Name Email Address Address 1 Address 2 City State Province lt Select gt B Zip Postal Code Country UNITED STATES Show All Countries Phone Cell Phone Fax Title Organization How did you hear about us Selsut B Category M Guest Select the category or categories that best describe you Figure 2 8 Add me to your Mailing List Users enter their basic contact information and how they heard about your club or association They may optionally self select themselves into one or more mailing list categories that you have defined and flagged to be visible When they click Save their information is added to the non member database and they are assigned to the categories they have checked SKIP NAVIGATION For disabled users who access the website via a screen reader ClubExpress includes a Skip Navigation link at the top of the page to jump immediately to the page content This link is normally invisible to users without a screen reader Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 15 ClubExpress User Manual Version 6 6 ACCESSING A CLUBEXPRESS WEBSITE ON A MOBI
44. is useful if for example you will Stop All Forum Emails be away for a while and cannot access your email Your individual forum settings will not be changed Eg Legend Automatic Forums You are a member of these forums automatically based on your activity in Northwestern Balloon Club You cannot resign from these forums but you can tum off emails if you are not interasted Click the Edit icon to set your preferencas for each forum General Interest Forums gt Let s talk Forum Al Club Members Post messages on the website only Read forum messages on the website only this forum does not send emails General Interest Forums gt Safety Al Club Members Post messages on the website only You are receiving messages as they are posted at support clubexpress com Private Forums gt Maintenance Ali Club Members Post messages on the website only You are receiving messages as they are posted at info gembrook com Optional Forums You are a member of these forums because you joined or a forum moderator added you Click the Edit icon to set 0 Quit All your preferences for each forum Click the Quit icon to resign from the forum or Quit All to resign from all optional forums General Interest Forums gt Day Trips Member Opt in Post messages on the website or by email to biones demoforums org Read forum messages on the website only this forum does not send emails Available Forums These are other foru
45. member you must firs registering If you are not a club member and the n to non members select this option and specify your name Then proc the next step Balloon Maintenance Friday May 1 2015 9 00 AM until 5 00 PM Flying Field 1000 Forest Drive Anywhere IL Payment Payment In Advance Only Registrant Type Members amp Guest s I m Not Attending and I m Registering Someone Else I m Already Registered and I m Registering Someone Else Figure 11 7c Event Registration Wizard Member The system already knows who you are All you have to do is select a registrant type Multiple registrant types may be listed For single activity events that also allow you to bring guests two additional options allow you to register someone else if you are personally not attending or if you have already registered These options are useful when you are signing up family members or professional associates Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 123 ClubExpress User Manual Version 6 6 2 Adding Guests to the Registration If the event allows guests to be signed up the next wizard screen provides a place for this to happen The following screen is displayed Home gt Calendar gt Balloon Maintenance gt Registration Event Registration Add Guests to Registration Balloon Maintenance Friday May 1 2015 9 00 AM until 5 00 PM Flying Field 1000 Forest Drive Anywhere IL
46. personal photo albums This option will only appear if your club or association has enabled member level photo albums e Select Download Bank to view any documents in your download bank This option will only appear if your club or association has enabled the Storefront module from which digital content can be purchased and downloaded User Manual Select this option to download a user s manual for ClubExpress This manual is in Adobe Portable Document Format PDF there is also a link to a free Adobe reader You can also view a video tutorial explaining the various Profile options Note that other options that are club specific or association specific may also be displayed These options were programmed especially by ClubExpress for your organization allowing the database to store information that is unique to your organization Click the link to display the custom content with its own instructions Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 30 ClubExpress User Manual Version 6 6 RENEW Click the red Renew link to renew your membership This choice only appears if your membership is up for renewal You will be taken into the Member Renewal wizard the first screen of which is shown below Home Membership Renewal Membership Renewal for Jon Harrison Step 1 of 3 z o Use this screen to update this user s membership The current membership type is shown below make any neces
47. process Gift option Shipping address and shipping method options Full integration with ClubExpress payment page For digital content a digital bank to download paid products Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 150 ClubExpress User Manual Version 6 6 VIEWING AND PURCHASING PRODUCTS When users open the storefront they will usually see a screen similar to the following Featured Products display Home gt Storefront gt All Products All Products Specials Q Search Storefront Policy Found 6 Product s Click fo to search again Balloon Keychain Club Badges SKU 223 4 SKU 124 WD Club logo keychain Vintage Club Badge View Details Add To Cart on View Details Add To Cart Club Sweatshirt maiaa Club T shirt SKU SWT TOAN SKU 1234 Farji WANA Club Sweatshirt Club logo t shirt 100 pre shrunk cotton Figure 17 1 Storefront opening screen The starting page can be configured to be any of the following Featured Products Specials Categories Product Search Page There is also a limited storefront option that just shows a list of products with a separate list of specials its defined for catalogs with a maximum of 10 15 products The first four buttons across the top allow you to move through the four opening screen options providing different ways to find products There is also a Storefront Policy button to d
48. showing the information saved with the photo You can modify all the information saved with the photo Click Save or Cancel to return to the Edit Photo Album screen ig Click the Remove link to remove the photo from this album It remains in the ad photo manager to be used on other photo albums You will be prompted to confirm this action Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 70 ClubExpress User Manual Version 6 6 The following buttons are available Select Photos Click this button to add photos to the album that have already been uploaded You will see a dialog similar to the following Select Photo Q Q Enter one or two tags and click Show Photos to see photos with these tag s Click the Master Tags button to select one of the master tags as a search criterion Select one or more photos from the list using Shift Click or Ctri Click then click Select to add these photo s to your page Matching Tag summer Select Master Tag And Tag Select Master Tag Show Photos 7 Photos Preview Launching Launching bigstockphoto_Air_Balloon_165031 jpg bigstockphoto_air_balloons_2571855 jpg Reflections Aerial_Rural Candy Striper Select y Cancel X Figure 4 36 Select Photos Enter one or two tags and click the Show Photos button to display a list of photos with these tags You can also select tags from the master tag list As you click on a ph
49. shown at this level Show name city and state only no bio or contact information With this option your name city and state are listed in the directory but no other information is provided This is the default when your account is created unless your club or association has specified a different level Do not list me in the directory With this option other members do not see you in the directory at all If members join the club through their business or professional lives the following options are available Show all information Everything is visible Show all information except email Show name city state title company bio email and phones no address info Everything is visible except your address information Show name city state title company bio and email no phone or address info In addition to the above your phone numbers are also not shown Show name city state title company and bio no contact information In addition to the above your email address is also suppressed But your bio social networking links and photo are still visible If your club or association defined Additional Member Data to be shown on the Membership Directory they will also be shown at this level If your club enabled Achievements they are also shown at this level Show name city state title and company only no bio or contact information With this option your bio and answers to Additional Member Data are als
50. shown in an accordion control Click the down arrow to expand the control and see the details of that activity click the up arrow to collapse the control again You can also click the down and up arrows next to the section heading to expand or collapse all activities Each activity listing includes a title short description date time location registration details capacity if limited and fees if any Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 120 ClubExpress User Manual Version 6 6 EVENT REGISTRATION To register for an event click the Register Now button Note that it may be called something different such as Sign Up If the event is configured to handle registrations using a different website a new window will open showing the configured site and page If the event is configured to handle registration on your ClubExpress website a page similar to the following will be shown If you have already registered for this event a warning message will be displayed but the system will not stop you from registering again unless duplicate registrations are explicitly blocked Note that registering for a QuickEvent is a much simpler process See the separate explanation below The Registration wizard may have up to 6 different screens depending on how the event is configured and which options are enabled 1 Who is registering 2 Adding guests to the registration if allowed 3
51. side If a high resolution photo was uploaded an indicator bar will be displayed To remove an existing photo click Delete Photo Click Save to save your changes and return to the Profile screen or Cancel to return without saving Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 40 ClubExpress User Manual Version 6 6 CHAPTERS ADDITIONAL MEMBERS This option will appear if you picked a membership type that includes additional secondary and or tertiary memberships under your account It will also appear if DNS your club or association allows you or your secondary and or tertiary members K to join chapters You will see a screen similar to the following Chapters Only lf your club or association supports chapters but your membership does not support secondary and or tertiary members you will see a screen similar to the following Home ControlPanel Member Manager Member Profile Chapters Additional Members Chapters Additional Members for J Bagwell Name Chapter Tools J Bagwell San Francisco Remove Figure 4 9 Joining Chapter s Some clubs allow members to join only one chapter while others allow members to sign up for multiple chapters The Add Chapter link is used to add a chapter to your membership You will see a screen similar to the following Select Chapter For Robert Anderson 3 Northwestern Balloon Club Midwest Il
52. special characters Insert smileys small graphics designed to display an emotion Spellcheck your text View your page in design mode HTML mode or Preview mode Zoom the text for finer control Print the text being edited More experienced web designers can view and modify the underlying HTML code created when you edit pages with this tool Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 169 ClubExpress User Manual Version 6 6 USER INTERFACE When you view the Content Editor on the Profile Membership Directory screen or when you create or edit a forum message in the Discussion Forums module you will see a window similar to the one below 12px B 2 UD Avy O amp amp Ga A Here s my new bio flew in my first ballon can add any text want here Change the font and color 4 You can make lists 2 You can have them numbered or bulleted 3 4 5 you can create Links on this page as a button or as Text or as an image gt 2 Design lt HTML SX Preview Figure 20 1 Editing your Member Bio or a Forum Message At the top of the screen is a toolbar of buttons with similar functions grouped logically The meaning and behavior of each button is described below Underneath is the edit area where you type text highlight blocks manipulate tables and images and perform other editing functions At the bottom of edit area is another toolba
53. the Interests function this choice will be shown on the menu It allows you to register your affiliation or expertise in various club or association programs or topics of interest to members When you click the Interests choice you will see a screen similar to the following Home Member Profile gt Interests Select tha interests in which you would like to participate XC Uncheck All Maintenance You may select up to 3 interests in this category Burners Maintaining the gas burners including storage tanks pipes jets controls gauges and other equipment Envelope Maintaining and repairing the balloon envelope including vents lines and control surfaces Baskets Maintaining baskets including lines safety harnesses weights and other passenger elements Support Equipment Everything but the basket bumer or envelope ng the important safety considerations in our hobby nastime You may select any number of interests in this category m Safety Education and Inspection We support the club s aty activities ensuring that every balloon is fully inspected and certified before lift off We also help with safety education e club and general community Flying For everyone who enjoys riding in a balloon You may select any number of interests in this cafegory Long Rides over 40 miles M Racing Figure 4 31 Interests Interests are organized into categories Each interest has a checkbox and your current interests
54. this forum is set up as a listserve members will be able to reply directly to you via email Message Delivery Send Email Send Forum Messages To Me Via Email NOTE Your forum emails are tumed off You will not receive emails from any of your forums regardless of the individual settings made on this page To turn your messages back on click the Resume button on the Forum Memberships page or check the Send Email checkbox on the Forum General Preferences page Email Format Plain text in the body of the email Rich formatting in the body of the email Frequency Immediately sj Authoring Messages Forum Handie Jonesy Message Signature Attach the following signature to each message Full Steam Ahead Jonesy Chicago IL mailto dan clubexpress com EG 63 of 200 characters used 200 characters max Do not enter html text Note that the signature is usad only for messages created online not posted via emai Identification Show Name Display my name with my messages Link to Bio Display a link to my directory listing bio with my messages Show Location Display my location with my messages Show Picture Display my picture with my messages nee ommend E Figure 4 28 My Preferences for a Forum Most options on this screen match choices on the general preferences screen so they won t be repeated here Some choices may or may not be displayed depending on whether that forum sup
55. this icon to print the current page being edited Displays an approximate word and Words 172 Characters 1685 character count for the current document Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 175 ClubExpress User Manual Version 6 6 Summary of Shortcut Keys Ctrl X Cut the highlighted text to the Clipboard Ctrl C Copy the highlighted text to the Clipboard Ctrl V Paste from the Clipboard at the cursor position Ctrl B Bold the highlighted text or start stop bolding Ctrl l Italicize the highlighted text or start stop italics Ctrl U Underline the highlighted text or start stop underline Ctrl Z Undo the last operation Ctrl Y Redo the last operation Ctrl F Find or Find and Replace Ctrl A Select All highlight everything Ctrl P Print the text in the window Ctrl K Insert Hyperlink at the cursor Ctrl Shift K Break the hyperlink at the cursor F7 Launch the Spellchecker F1 Display popup help for the editor Ctrl W Close the editor window Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 176 ClubExpress User Manual Version 6 6 HYPERLINKS Clicking the Insert Link toolbar button displays the following popup window Build a Link x The Link Type and Address panel allows you to create various types of links to a page within your web site to an external web page to an email address or to an anchor within the current web page First select
56. to a message This screen displays either the basic message editor or a version of the advanced content editor depending on how your profile is configured If the sender of the message to which you are replying allows private replies you will see a Reply Type option at the top of the screen You can either reply as a public message to the forum or send a private reply via email If you send a private reply the screen will include a CC field with your email address listed by default you can leave it as is to receive an email copy of your message change it or blank it out If you click the Quote Previous Message link the system inserts the contents of the message you are replying to using a GroupBox control You can edit the quotation by double clicking inside the GroupBox perhaps to remove parts of the reply that are not relevant to your comments Please do not modify or delete the container of the quoted text This helps us manage the quotes and display them nicely in discussion forums When you click Post Message the message is saved and sent either to the forum or if you clicked Private Reply as an email to the other member Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 101 ClubExpress User Manual Version 6 6 Forum POSTING VIA EMAIL In addition to posting a thread by clicking the Start a Thread button forum members can start new threads by sending an email to the forum s email
57. who you follow and follow new people Update your profile Post Tweets for you Access your direct messages Authorize app Cancel This application will not be able to Automatic Post From Website e See your Twitter password You can revoke access to any application at any time from the Applications tab of your Settings page By authorizing an application you continue to operate under Twitter s Terms of Service In particular some usage information will be shared back with Twitter For more see our Privacy Policy Figure A 2 Authorizing ClubExpress to post to Twitter The top right corner of the screen will show the Twitter feed you are trying to access Click Authorize App to complete the authorization or Cancel to close the window without authorizing Note that of the five bullets listed the only one ClubExpress actually does is Post Tweets for you LINKEDIN LinkedIn offers different types of pages for its members including Personal Company and Groups ClubExpress is only able to work with Group pages so be sure your club is configured as a Group on LinkedIn When you try to post to LinkedIn the first time you will see the following dialog Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 186 ClubExpress User Manual Version 6 6 Dan Ehrmann Not you ClubExpress Post to Group would like to access some of your LinkedIn info 2 YOUR FULL PROFILE YOUR EMAIL ADDRES
58. window Note however that this is done via a browser cookie so the saved position may be different on the public side of the website vs after you have logged in as a member because the domain names are different Just move it a second time and you ll be all set Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 13 ClubExpress User Manual Version 6 6 CONTENT Box Some ClubExpress templates include additional areas which your club or association is using to list sponsors or upcoming events or other content which should appear on every page PAGE FOOTER Every page also includes a standard footer with the following elements A link to the Home page A link to the Contact Us module A link to the standard Terms of Use for the web site which appears in a popup window When a club or association signs up for ClubExpress it agrees on behalf of its members to abide by these terms of use A link to the standard Privacy policy in effect for this site which also appears in a popup window When a club or association signs up for ClubExpress it agrees on behalf of its members to abide by this privacy policy A small notice from ClubExpress This is also a link that brings up the clubexpress com web site in a separate window Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 14 ClubExpress User Manual Version 6 6 ADD ME TO YOUR MAILING LIST Clubs and associations
59. z Delete to confirm this action which cannot be reversed the album is completely deleted Note however that any photos placed on the album are not deleted they are still stored in your website and can be placed on other albums or pages Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 69 ClubExpress User Manual Version 6 6 EDITING PHOTO ALBUM CONTENT Fi When you click Edit you will see a screen similar to the following Home ControlPanel Photo Album Manager Edit Photo Album 9 Edit Photo Album Balloons in Flight This screen allows you to manage the photos displayed on a photo album Click Select Photos to select photos already uploaded to the website You can also add one or multiple photos which will be uploaded and added to the album in one step Click Display Sequence to modify the order of photos For each photo click Edit to modify its properties or Remove to delete it from this album but not from the website EE Legend ES Select Photos Wet feet in August 2 G Add Multiple Photos Add One Photo Display Sequence Configure Album Coming in for a Landing Album Description Cruising the Countryside Figure 4 35 Edit Photo Album Content This screen shows the photos uploaded to the aloum For each photo the following options are available amp Click the pencil Edit icon to display a popup dialog
60. 06 v Name on Card Martin Smith Validation Code 111 How do I find this Is the address for this credit card different from your residential address O Yes No Figure 4 22 Credit Card Information ClubExpress allows you to store a credit card in the system so that you don t need to re enter it each time it s needed This is optional if you don t store it you can still pay with a credit card by entering the details when prompted If you choose to store your credit card you can be reassured that it is maintained in an encrypted database that cannot be read except by the software and then only under program control All credit card transactions are conducted in secure sessions to provide an additional level of protection If there is no credit card stored the top section including the Remove button is not shown Instead you can enter the credit card information and click Save to save your information or Cancel to return to the Profile screen without saving If the credit card address is different from the Primary Address stored in your account click Yes for the question at the bottom of the page a new panel will be displayed allowing you to enter the address information If a credit card is already stored click the Remove button to remove it There is no confirmation of this step Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 51 ClubExpress User Manual Version 6 6 A
61. 10 Member Checkout Step 2 Gift Info o oo eeeeeeeeeeeees 157 Figure 17 11 Member Checkout Step 3 Order Summary eeeeeees 158 Figure 17 12 Non Member Checkout Step 1 Contact Info 159 Figure 17 13 Search Non member Database ccecsceeesseeeeeeesseeeeetenaes 160 Figure 17 14 Payment Screen ecco escerdarceeeris ea ceni eee ctpeeedvie ee erdei eed eeawetens 161 Figure 17 15 Download Bank 3 c2sieveos cxectsedvroneiel che cnendevsadcwobeinjvxathanteueieativeees 162 Figure 18 1 Surveys screen cn cieteictoaiers tele srse ven ed athet oes eevee Welewenliaet 163 Figure 19 1 Volunteering Opportunities cceeeeeeeeeeeeseeeeeeeeeeeeeeetenneeeeeeees 165 Figure 19 2 Search for Opportunities ee eeeeeeeeeeeeeeseeeceeeeeeeeeeesesseeeeeeeees 165 Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 5 ClubExpress User Manual Version 6 6 Figure 19 3 Slots for an Opportunity eee cece eeeeeeeeeeeeeeeenneeeeeeeeeeeeeesnneeeeeeees 166 Figure 19 4 Volunteers for a SlObiescctsaaceiusey taederseenns i oeked ane erento 166 Figure 19 5 I want to Volunteer reso set eecet asic det bene Seve seine eve caer eke need 167 Figure 19 6 want to Volunteer SUMMALY 0 0 0 eee eeeeeeeeeeneeeeeeesneeeeeeeaes 168 Figure 20 1 Editing your Member Bio or a Forum Message 00eeeeeees 170 Figure 20 2 Build a Link raee
62. 2014 Mountain Rally ee Volunteer Yourself Event Mountain Rally Volunteer Others LEFT Spring balloon races Location Flying Field 1000 Forest Drive Anywhere IL 60101 UNITED STATES Contact Lee Clancy 343 345 3456 rwcons comcast net Required Assigned 05 02 2014 06 15 AM 10 00 AM Registration Desk 3 2 05 02 2014 10 00 AM 12 00 PM Refreshment Tent 3 2 Who Figure 19 3 Slots for an Opportunity Each slot has a date and time range the specific task that needs to be performed how many people are required and how many people have already volunteered Optionally you may see a Who link allowing you to popup a list of the people already assigned Volunteers x Opportunity Mountain Rally Slot Refreshment Tent When 05 02 2014 10 00 AM 12 00 PM Who Barb Rad Mary Johnston Figure 19 4 Volunteers for a Slot You can also click View Less to hide this detailed information Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 166 ClubExpress User Manual Version 6 6 When the volunteering opportunity is open to non members and you are not logged in clicking the Volunteer Yourself option displays the following screen Home gt Volunteer signup want to Volunteer tion including a preferred phone First Name Last Name Preferred Phone Other Preferred Number Preferred Email What is your T shirt size Answer Register
63. 2015 Gembrook Systems All Rights Reserved Page 54 ClubExpress User Manual Version 6 6 VOLUNTEERING HISTORY Select this option to see a screen similar to the following Home gt Member Profile gt Volunteering History My Volunteering History Future Opportunities amp Mountain Rally 05 02 2014 05 04 2014 ig slot Date Time Volunteer Name Maintain Registration Desk 05 02 2014 06 15 AM 10 00 AM Barbara C Jones fg Past Opportunities No past volunteering signups found Figure 4 25 Volunteering History This screen consists of two panels The top one shows future or upcoming volunteering opportunities Click the double arrow symbol to expand the opportunity to view the individual slot s you signed up for The Delete trashcan icon exists at the overall opportunity and the individual slot levels allowing you to cancel your volunteering assignments at either level You will be asked to confirm this step You will receive a cancellation confirmation email and the volunteer opportunity coordinator will also be notified by email The bottom panel lists past opportunities Click Return to Previous Page to return to your Profile screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 55 ClubExpress User Manual Version 6 6 FORUM GENERAL PREFERENCES If your club or association has enabled the discussion forums function this choice is
64. 31 Figure 4 3 Pending Payments ccccceessssecccceeeeeeeeeeeeeeeeeeeeesensseeeaeeeeeeeeennas 32 Figure 4 4 Enter the COUPON COdE eccceeeeceeeeeeeeeneeeeeeeeeteeeceaaeeeeeeeeeeteeee 33 Figure 4 5 After a Coupon Code was Entered sccccesseceeeeseeneeeeeeeneees 33 Figure 4 6 Contact Information ses idea veeicentedscton tess dese aceh vee teleweGbeernt 35 Figure 4 7 Additional Member Data cccceeeeeeeeneeeeeeeeeeeeeeeeaeeeeeeeeeeteeas 36 Figure 4 8a Membership Directory top Part eeceeeeeeeeeee eee eeeenneeeeeeeeeeteeee 37 Figure 4 86 Membership Directory bottom part ceeceeeeeeeeeeeetteeeeeeeeeeeeeee 40 Figure 4 9 Joining Chapter S cccccceesssssecceeeeeeeeeeeeeeeeeeeeeeeseesseeeaeeeeeeeeeneas 41 Figure 4 10 Add Chapter iiccecaneseaedes odencednesenns ced vcles deesties eoseedd eendeedeuteuin ce eeawersaeead 41 Figure 4 11 Secondary and or Tertiary Members cccceecceeeeteeeeeeeeeeeeee 42 Figure 4 12 Add Secondary and or Tertiary Member Simple Version 43 Figure 4 13 Add Secondary and or Tertiary Member Full Version 43 Figure 4 14 Add Chapter s and Secondary Tertiary Members e 44 Figure 4 15 Achievements cccccceeeeeseesecceeeeeeeeeeaeeeaeeeeeeeesneneeeeeeeeeeeeeeenas 45 Figure 4 16 Add Edit Achievement c cccceeeeeeeeeeeee
65. 4 people needed for setup Slot 3 Frifrom 9 11 2 people needed at the registration desk Slot 4 Frifrom 9 11 2 people needed on the floor to help Slot 5 Frifrom 9 11 1 person at the checkout and payment table Etc A volunteering opportunity might be linked to an event in the calendar When such a link is specified two things happen e A Volunteeer button appears on the Event View details page Clicking this button jumps over to the volunteering opportunities page to show needs and available slots for that specific opportunity e A Event link appears on the Volunteering Opportunities page Clicking this button jumps to the event that the opportunity is linked to A volunteering opportunity can be made available to non members If the function is on the public side of the website they can sign up on their own At a minimum they need to enter first and last name phone and email address Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 164 ClubExpress User Manual Version 6 6 ACCESSING VOLUNTEERING OPPORTUNITIES When you click Volunteering on the menu or a link you will see a screen similar to the following Home gt Volunteering Volunteering Opportunities Found 1 opportunity s Click Q search again Upcoming Opportunities Starts Friday May 02 2014 Finishes Sunday May 04 2014 Mountain Rally view more Volunteer Yourself Event Mountain Rally Volunteer Others Spring balloo
66. 6 Address 1930 Thoreau Drive Apt 155 Schaumburg IL 60173 What is this Personal Information Biography Social Networking Photo Albums Blogs Interests v Achievements v Figure 14 2 Member Directory Detail Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 142 ClubExpress User Manual Version 6 6 The information shown on this screen will vary based on the Visibility level chosen by the member Individual members who have specified not to be listed in the directory will not be shown However if you are an Admin the visibility settings are ignored and all members will be visible with a View button There are two versions of this screen one for clubs where members join as part of their personal lives and one where members join as part of their business or professional lives The appropriate version can be selected on the Control Panel People tab Setup panel People Options screen Some clubs may also have custom versions of this module and screen showing different fields and or a different layout vCard Link What is this Below the member s photo is an icon that allows you to add this person to the personal address book on your computer This feature uses another Internet standard called a vCard file which is supported by most Personal Information Manager PIM programs including Outlook Eudora Mozilla Thunderbird Palm De
67. AME PASSWORD Click User Name Password to update your login information You will see the following screen Home Member Profile User Name and Password 2 Some areas of our web site are only available to members Your username and password allow you to log into the site to access these features The name you choose must be unique within the club User Name msmith 6 of 50 characters used Passwors A o T of SO characters used J Remember me on this computer Password Info A password strength indicator will give you a score on your selected password as you type Note that this is for your information only this web site does not enforce specific password rules Some tips for a strong password Do not use common obvious passwords like password or 123 Donot use easily guessed passwords like your first name or your birthday Include a mix of upper and lower case letters and numbers Add punctuation and other special characters Longer is better A passphrase is often better than a complex password For example My favorite color is ecru is a very strong password it is easy to remember and hard to quess Save Y Cancel X Figure 4 30 User Name and Password Because your password is encrypted by the system using a one way hashing algorithm so that no one not even a ClubExpress support agent can read it there is no way to retrieve the current pa
68. Boolean Fuzzy Post Date Range Any Time Select Forum lt All Forums gt raj Search Search Results 3 messages found Merchandise and Shipping Cost Tulio 12 22 2011 11 27 AM ClubExpress Administrators Need fo see if we can have the ability to ship and charge shipping by weight as opposed to by SS We understand they packaging and boxes may difer in size and weigh We would be glas fo adjust that in our shipping price We have some items that cost 7 and weight less than an envelope We have other items that cost the about same and weight much muck more Using weight will New Harness Marty 12 18 2013 1 50 PM Equipment T recently read about the new Harvest Hamess for inflating balloon without tangting or damaging the envelope or ropes Has anyone had any experience with this kind of harness Regards Marty Balloons R Us Te Storefront and shipping Dan ClubExpress 12 13 2011 1 53 PM ClubExpress Administrators Tidio you can create multiple shipping methods based on carrier UPS FedEx USPS etc based on value low range to high range which often correlates well to the number of items and shipping speed for example surface 2day overnight ete You can create as many methods as you need The problem with weight based shipping is that we could calculate a weight based on the number of item Figure 8 11 Forum Search Results The first 100 matches are shown including the message subject author an
69. Clicking the forum name displays a list of threads in the forum as shown in the following screen Home Discussion Forums gt Equipment st to sort the threads into the corresponding sequence Clic Search This Forum Page 1 of 1 Go To Forum Equipment Started By Subject Posts Views Last Post w 12 18 2013 3 43 PM 2 Used basket and frame 3 74 by Marty mitt Test 5 15 2013 11 59 AM est message by Marty 5 1 2013 10 41 AM Sticky Release Valve by Marty Figure 8 2 Forum threads Each row is a separate thread showing the author of the first post the thread subject number of messages in the thread the number of times the thread has been viewed and the date and author of the most recent post You can change the sort order by clicking the Subject and Last Post headings Clicking on a heading a second time changes the direction of the sort A thread can be pinned to the top of a forum so that it s always visible Pinned threads are shown with a different background color and a pin icon If messages were posted to a forum since your last visit a special symbol is displayed in the Last Post column If there are more threads in the forum than will fit on a single screen based on the number of messages per screen configured in your profile the Prev Next and paging controls will be active allowing you to move to any page of threads To select a different forum click the Go To Forum drop down i
70. Figure 10 2 Making a Donation into a fUNG ccceeeeeeteeeeeeeeeeeeeeetneeeeeeees 111 Figure 10 3 Notify someone about a Contribution ccceeeeeeeeeeeeeeetteeeeeeees 112 Figure 10 4 Recording matching gift information c cccceeeeeeeeeeteeeeeeees 112 Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 4 ClubExpress User Manual Version 6 6 Figure 11 1 Event Calendar in Grid View cccccceeeeesceeeeeeeeeeeeeeeetnneeeeeeees 114 Figure 11 2a View panel in Grid View 0 ccccceesecceeeeeeeeeeeeseeeeeeeeeeeeeeeeseeees 115 Figure 11 3 Event Calendar in List View ceeeeeeeeeeeeeeesneeeeeeenneeeeeenaes 115 Figure 11 4 Search Filter panel for Event cceeeccesseceeeeeeeeeeeeeenneeeeeeees 117 Figure 11 5 Events Event ViGW siccicccdeticeels acteerinetandemetianends aenion 118 Figure 11 6 Events Event Activities cccecccceeeeeessceeeeeeeeeeeessnneeeeeeeees 120 Figure 11 7a Event Registration Wizard Non Member 0 ceeeeeeees 122 Figure 11 7b Event Registration Wizard Searching for a non member 123 Figure 11 7c Event Registration Wizard Member ceseeceeseeeeeeeeees 123 Figure 11 8a Event Registration Wizard Entering Guests 0 ceee 124 Figure 11 9a Two version of the Add Guest dialog ccceeeesseeeetteeeeeees 124 Figure 11
71. Fora multi activity event selecting which activities the registrant and each guest wants to attend 4 Answering event specific questions if configured 5 Signing the release waiver agreement if required 6 Viewing the Summary page These screens are described in detail below 1 Who is Registering The first section of this page varies according to the following rules If the event is open to non members and you are not a member the following screen will be displayed Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 121 ClubExpress User Manual Version 6 6 Home gt Calendar Balloon Maintenance Registration Event Registration Personal Information To begin the registration process select one of the following options If you are a club member you must first log in before registering If you are not a club member and the event is open to non members select this option and specify your name Then proceed to the next step Event Balloon Maintenance When Friday May 1 2015 9 00 AM until 5 00 PM Where Flying Field 1000 Forest Drive Anywhere IL Payment Payment In Advance Only Are you a Club Member eens seca ister Personal Information Have you previously registered for an event or are you on our mailing list Click here to search First Name Middle Initial Last Name Address Line 1 Address Line 2 City State Province lt Select gt B Zip Postal Code Countr
72. I want to Volunteer Summary At this point your volunteering is not yet complete You still need to click the Finish button to complete the process This must be done within 30 minutes otherwise your assignments will be deleted This provision protects popular opportunities and allows all members the chance to volunteer Each person in your group will receive a confirmation email with their assignments and another reminder email the day before any assignments For each volunteer click the Edit pencil icon to modify that person s slots or the Delete trashcan icon to remove that person and his or her slots Three buttons in the top right corner allow you to volunteer another member a family member or a non member such as a friend who might be interested in joining you Whether these buttons appear or not depends on various settings for that opportunity e Add Another Member only appears if the opportunity has been configured to allow members to sign each other up It does not appear when a non member is signing up e Add Family Member only appears for members and then only if the current member has a membership that includes additional people e Add Non Member only appears if the opportunity allows non members to volunteer Clicking one of these buttons jumps back to a version of the first screen allowing you to add the appropriate person When adding another member you are first prompted for the first name and email ad
73. LE DEVICE ClubExpress websites dynamically adjust themselves for mobile devices such as smartphones and tablets When you come to a ClubExpress website using a smartphone for the first time you will see a screen similar to the following 0000 Verizon 3 06PM 48 E gt democlub clubexpress com New Mobile Website x Our website has been modified to look and work better on tablets and cell phones There are some differences from our main site e There is a toolbar at the bottom of the screen It includes Access to the menu Login Link Access to your profile A link to switch to the full website and back again A shopping cart icon if appropriate A search tool icon if appropriate A print link note that printer support from mobile devices is somewhat limited 2 D W Q 5 A A link to return to the top of the current page e Ynn mav caa a diffarant hama lt cy tal Figure 2 9 New Mobile Website This screen explains how the website works including the toolbar options at the bottom Scroll down and click OK to hide this screen and proceed to the website You will only see it once Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 16 ClubExpress User Manual Version 6 6 On a smartphone the main website will look similar to the following 0000 Verizon A 3 06PM 48 gt democlub clubexpress com Add Me To Your Mailing Lis
74. List but you can switch to the grid view if you want A small number of screens are best viewed in landscape mode rather that portrait for example the Document Library screen and the Payment page For these screens if you are portrait mode you will see a message asking you to rotate your device into landscape mode before the page content will appear Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 22 ClubExpress User Manual Version 6 6 Other Changes For administrators and coordinators all module and club level administration screens are disabled when you re on a mobile device using the mobile layout described above You cannot switch into the admin side of a module and you cannot display the Control Panel Note however that you can switch from the mobile site over to the full site where admin screens are available This may make sense on a tablet but we don t recommend it on a smartphone ClubExpress now allows you to create special mobile versions of your Custom Web Pages the static pages that make up much of the website We strongly encourage you to do this in order to make your website more accessible to people using a mobile device And as noted above you can also create mobile specific versions of your page header home page and 2 content boxes to make them more appropriate for mobile devices Note that this mobile functionality is not available if your club or association is still usin
75. Member Directory News Photo Albums The Social Committee has started planning our annual holiday party scheduled this year for Saturday e evening December 11 We know it seems early but it will be here before D g you know it The club provides the y complete dinner all you will need to bring is a modest present for the club a president Call Barbara Harrison for more information more Content Panel Page Footer Figure 2 1 ClubExpress screen PAGE HEADER Every page within an organization s web site has a standard header This header usually runs the full width of the page although this is not required It can be any height although it is usually advisable to keep the header no more than 125 130 pixels in height so that it doesn t dominate the page ClubExpress includes a custom designer to build this header Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 8 ClubExpress User Manual Version 6 6 MEMBER LOGIN amp PROFILE Every page also includes a login panel In the example above this is a small rectangle on the left side under the page header and above the menu Other templates may have it in different positions and with different appearances for example as a narrow strip across the top of the page above the page header For clubs and associations using the new look and feel tools added in version 6 0 the login panel will l
76. S YOUR CONNECTIONS YOUR CONTACT INFO NETWORK UPDATES GROUP DISCUSSIONS INVITATIONS AND MESSAGES COMPANY PAGES Sign in to Linkedin and allow access Ss Join Linkedin Forgot your password TT Cancel Linked ff Figure A 3 Authorizing ClubExpress to post to LinkedIn Your LinkedIn group name and logo will be shown in the top left corner Enter your username and password then click Allow access to complete the authorization or Cancel to close the window without authorizing Posting to a LinkedIn Group requires that the group is set to open posting or that the admin who is making the post on the club s behalf has admin post privileges for the group For all Services Note that the posting process is secure ClubExpress does not have access to your passwords we don t see them at all since the login and authorization is done on a page served by each social network Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 187
77. Search button to apply your search Note that the Album Title Photographer Name Photo Tag and Member Name options will find the specified text anywhere in the field Search results are displayed 30 albums at a time and grouped by category with paging controls to move through each page Within each category aloums can be displayed in alphabetical order or in descending order by when the album was last updated Member photo albums comprise their own category that can be placed at the beginning or end of the list For each album the system will display the album title number of photos and when the album was last updated Click the photo to display the album You will see a popup window similar to the following Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 147 ClubExpress User Manual Version 6 6 Best Club Photos E Q Traffic Jam 2 Fergus Macintosh Figure 16 3 A Typical Photo Page The photo album title and description are displayed at the top For longer descriptions click the More Info prompt The photo itself is displayed in the middle with navigation arrows on the left and right Thumbnails of each photo in the album are displayed along the bottom Click the navigation arrows to move to the previous or next photo or a thumbnail to select a specific photo If there are more photos in the album than can be displayed across the width the thumbnail section will have its own naviga
78. UB 866 457 2582 and we will gladly explain what you need to know Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 7 ClubExpress User Manual Version 6 6 Chapter 2 Screen Orientation INTRODUCTION This chapter describes the various components of a ClubExpress screen Figure 2 1 below shows a typical screen with the major components highlighted Page Header Member Login Profile Social Network Icons All about Balloons Blogs Page Tools Widget Calendar Committees Committee News Community Outreach Upcoming Events The Education Committee is planning Interested in hosting free balloon rides 712512014 Weekly Meeting At The an Intermediate class for the fall for the Make A Wish Foundation As Pub designed for members who want to part of our club s community outreach achieve a class C license Please call activikities we are continuing to offer 81112014 Weekly Meeting At The Jeffif you are interested in signing up this important program that enriches Pub The Safety Committee has started the the ives of cically ii chidren review and revision of the club s safety Please call President Dan if you are regulations Please contact Todd if you available on the following days to can help with this important effort provide 2 hour rides May 17 June 10 July 21 August 7 and September 18 more Discussion Forums Documents
79. a display similar to the following Home gt Calendar gt Balloon Maintenance Calendar Event View This is the Event Detail view showing all available information for this event If registration is required or recommended ci he Register Now button to start the pro s If tha event has passed click the Event Report button to read a report and view photos that ware uploaded Balloon Maintenance Friday May 1 2015 9 00 AM until 5 00 PM Register Now Flying Field e 1000 Forest Drive eg nts Anywhere IL 60101 Add to my Education Training Calendar Registration is Required Payment In Advance Only Capacity 25 Available 25 Slots Registrants amp Fees Members amp Guest s 50 00 Non Members amp Guest s 80 00 Introductory class on maintaining your ballooning equipment Figure 11 5 Events Event View This view shows the event title location description and rules registration attendance and fee if any If the event is in the future and registration is required or recommended the Register Now button allows users to begin the registration process If the Show Map option was enabled for the event clicking the Google Maps icon opens a new window showing the event s location where attendees can also get directions to the event location The system also supports a detailed fully formatted description In the above example this panel is at the bottom of the event view screen
80. a link type One or two additonal choices will appear based on the selection you have made Make your selection then go to the Link Properties panel to specify the appearance of the link A link may be displayed as text or an image Enter the link text or select an image as appropriate For web page links you can specify whether the destination will appear in a new window or in the current window Link Type and Address Built in Module Forums Link Type Built in Module Link Properties Link Display Type Text Button Image Target Window Same Window New Window Link Text Forums Cancel X Figure 20 2 Build a Link The link builder supports five types of links 1 Document This is a link to a document stored in your documents module The next field is a drop down list of categories once you select a category you can select a document within that category External Page This is a link to a web page stored on another website The next field will prompt for the External URL the address of the website you wish to go to Email Address The next field will prompt for the Email Address Anchor Place a named anchor at the cursor Link to Anchor Select the Link To Anchor option to create a link to an anchor within the page for example from a mini index at the top of the page down to a section heading or from the end of a section back to the top of the
81. address if the forum has been set up to allow posting via email Forum members can also reply to messages sent from the forum via email There is a footer included in each message that includes a link to the thread that the message belongs to To start a new thread via email email the address of an active forum you are a member of i e BuySell myclub com Your email will create a thread The title will be whatever you have entered in the Subject field of your email You can also reply to a forum message that you receive by email Simply click the Reply button in your email software Make sure you delete any extraneous text other messages footer information etc before you send the email Important Notes when you post a message to one or more forums via email our server will look at all addresses in the To and CC fields to see if any match a forum that the server is managing Unknown email addresses are ignored In addition the From address will be verified against the forum s membership list to ensure that you are allowed to post You must send the message from the email account associated with your forum membership in order for the message to be posted into the forum If an incoming message has more than five attachments it is posted with the first five and a note is sent back to the sender that this was done If a forum does not allow attachments and an incoming message has them it is posted without its attachments and
82. alternative text for users who have images turned off in their browsers e Specify the alignment of the image Some of the options in the list do not apply to an image sitting on its own line instead they control the positioning of the image when it s next to text e Control the horizontal and vertical spacing around the image also specified in pixels Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 181 ClubExpress User Manual Version 6 6 INSERT AUDIO VIDEO FLASH When you click the Insert Audio Video Flash icon you will see a small drop down menu The first choice allows you to insert an audio video or Flash file uploaded to the website at the cursor position while the second choice allows you to insert a link to a YouTube or Vimeo video which will then play within your website Uploading and Playing Media Files Selecting the first choice displays the following dialog Insert Audio Video x Audio Video F lash files need to be uploaded to a folder in the Documents module before they can be selected on this dialog Select a Documents module folder then a file from that folder r Select File File Source C Upload New File Select Existing File Source Folder Various clubs media files gt Select File AYL Video avi m Audio Video Properties File Type Audio Video Interleave File Width 450 px Height 300 px Auto Play Inser
83. aster Tag And Tag Select Master Tag Show Photos 7 Photos Preview And the Race is On Day Trip Aerial Image Day Tripping Balloons over the Countryside bigstockphoto_Air_Balloon_165031 jpg bigstockphoto_air_balloons_2571855 jpg bigstockphoto_Balloon__611148 jpg bigstockphoto_Balloon__611149 jpg Specify Display Format Display As Link Link Text Display As Thumbnail Image click to show large size Display As Embedded Image On Page Select y Cancel X Figure 20 3 Insert Photo Enter one or two tags and click the Show Photos button to display a list of photos with these tags As you click on a photo a preview is shown in the right panel You can also Shift Click and Ctrl Click to select multiple photos at a time but the preview panel will only show the first selected photo in the list Photos can be inserted into your custom page in one of three ways e As a hypertext link You have the option of specifying the text to use When the link is clicked a popup window will appear showing a larger version of the photo e As a thumbnail image with the longest dimension set to 120 pixels When the image is clicked a popup window will appear showing a larger version of the photo e As an embedded image on the page with the longest dimension set initially to 450 pixels You can adjust the size of the image using the handles provided Click Select to insert the image s as defined or Cancel to c
84. available to you where you are not yet a member Click the green Join icon to join this forum It will be moved up to the Optional Forums list In each panel forums are listed in Category gt Forum Name order The next line in each forum box describes how you can post messages to the forum either on the website only or also via email The final line in each forum box describes how you read messages either online only or via email and if via email whether each message is sent immediately or whether you receive full digests or subject only digests Click the Edit icon to change these options You will see a screen similar to the following Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 62 ClubExpress User Manual Version 6 6 Home gt Member Profile gt Member Forums gt Forum Preferences Forum Preferences for Safety Select the message delivery and message authoring options you prefer to use in conjunction with this forum Click Reset to Default to use your forum general preferences Click Save when finished Email Address This forum sends new messages via email but will not accept incoming email posts Use Email Address Primary Contact Email support clubexpress com Forum Default Email info gembrook com This Address Allow Private Replies Allow forum members to send replies directly to me via email NOTE This setting applies only to online replies to messages Since
85. be sted io the select e them for in your browser or enabl Which Network s sO 40 40 Text Be sure to join us for our first event of the school year 62 characters remaining Link to page will use 20 characters Links To Event Quick Event Figure 4 39 Sharing a Photo Album At the top will be on or more checkboxes representing the social networks where your club has a presence and which are defined on the Control Panel Communications tab Setup section Social Networking screen see chapter 19 The Text dialog will change depending on which social network s you select Facebook allows up to 300 characters Linkedin up to 250 and Twitter up 120 actually more but the link to the event requires 20 characters When more than one option is checked only the shortest length will be available Enter whatever text you need to communicate the details to your audience then click the Share button to post a link to this photo album to your club s social network s or Cancel to close the dialog without posting Important Note when you connect to each service for the first time you will be prompted to authorize ClubExpress to generate posts in your account This process is handled slightly differently by each service For more information see Appendix G of this manual Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 75 ClubExpress User Manual Version 6 6 DOWNLOAD BANK
86. cedea dense Need arate sachin vaudencate cddatn ale deatvas tans 2 tecctanen ss 177 Figure 20 3 Insert PRO lt ta acc aca pects cpen aes pacts or cease tpaeenen pees teens 179 Figure 20 4 Insert MAGGS ccs eccencl amen tsiee nla caeie eprint te ameniens 180 Figure 20 5 Set Image Properties 00 00 02 cece cececeeeeeeeeeneeeeeeeeeeeeeeenenaeeeeeeeees 181 Figure 20 6 Insert Audio Video Flash ssssssssseeseseseseeeeseeeseeeeeees 182 Figure 20 7 Spell Check Dialog ccccceceeeeseeeecceeeeeeenseeeeeeeeeeesessnsseenaaeeeeees 184 Figure A 1 Authorizing ClubExpress to post to Facebook ceeeeeeees 185 Figure A 2 Authorizing ClubExpress to post to Twitter ceeeeseereeeeees 186 Figure A 3 Authorizing ClubExpress to post to LinkedIn 187 Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 6 ClubExpress User Manual Version 6 6 Chapter 1 Introduction Welcome to ClubExpress the most powerful tool on the Internet for managing hobby and enthusiast clubs sports and leisure clubs social clubs homeowner and condo associations fraternities and alumni clubs community service clubs and professional and trade associations of all kinds ClubExpress was designed to allow clubs and associations to move their administration entirely online ClubExpress handles your organization s membership database signups and renewals committees document
87. ceive notifications by email There is also a screen on the Profile to view and update all forum subscriptions Members can only subscribe to a thread if this option has been enabled for the forum If the forum is configured as a listserver forum posts are emailed to members subscriptions are only available if the member is not already receiving each forum message by email Members will receive the complete posting via email If the forum is not configured as a listserver subscriptions are always available members receive a notification about a new posting including a link to the site to read the message lf a thread is deleted a subscription to that thread is also deleted If a thread is moved to another forum the subscription will be moved as well Subscription messages always use the member s primary email address from the member Contact Info screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 100 ClubExpress User Manual Version 6 6 Replying to a Message Reply a Click the Reply icon to reply to a specific message You will see a screen similar to the following Post Message ssage eply here Subject re Used basket and frame Message Icon Question Help Message Text Quote Previous Message 12px o iZ U At Ord dh Ba Oh Or Se OO fl On O j IS Se What condition is the stitching in Regards Marty Balloons R Us Figure 8 9 Replying
88. clicking Complete Registration will take you to the payment module to complete payment You will receive a confirmation email for the registration and another when the fee is paid A registration is not saved until one of these buttons has been clicked Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 130 ClubExpress User Manual Version 6 6 Payment For events with a fee clicking the Complete Registration button displays a screen similar to the following Home gt Make Payment Make Payment for Martin Smith 1015 Th elect whic to Th a choice in the y by check select the Print Inve Send Check option and press the button with the same name A printable version of the page will be displayad which includes instructions on how to make out your check and where to mail it Fields marked require an entry Click A to change amount 7 Event Registration 4 27 2015 Ref 2872 Due 935 00 Pay 935 00 8 4 20 2015 Snowbird Ski Trip Practice Martin Smith Base Trip 895 00 Martin Smith Visit Mormon Tabernacle 40 00 R 5S Transaction Total 935 00 Total Selected For Payment 935 00 Available Credit 80 03 Credit Applied 80 03 Net Payment Have a coupon Enter the code Apply Select Payment Method lt Select Payment Method gt o Review the payments due and select the items you wish to pay for now Then select a payment type and follow the instructions provided r Refund
89. com to be allowed to post to your page or feed via that network s API Application Programming Interface For Facebook and LinkedIn this only needs to be done once For Twitter it needs to be done in each session by Twitter policy FACEBOOK When you are posting to Facebook be sure first to connect to the club s page rather than your personal page via the Using Facebook as option When you try to post to Facebook the first time you will see the following dialog 4 ClubExpress would like to post publicly to Facebook for you Who do you want to share these posts with Public v Not Now Okay Figure A 1 Authorizing ClubExpress to post to Facebook Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 185 ClubExpress User Manual Version 6 6 You will usually want the post to be public but you can click the Public drop down to limit the scope of your post Click Okay to complete the authorization or Not Now to cancel the process For this feature to work you must be configured as an admin on the club s account or have the privilege to post to the page TWITTER When you try to post to Twitter the first time in each session you will see the following popup browser window Authorize ClubExpress to R use your account ClubExpress By ClubExpress Software www clubexpress com This application will be able to Read Tweets from your timeline See
90. confidential and personal information is only made available to organization members Selecting this choice from the menu displays a screen similar to the following Home gt Member Directory Member Directory Search For Members x ectof Search By Last Name Found 57 member s Click Q search again lt Prev Page lof3 Next gt Andy Anderson Bob Bamberger Even GA Schaumburg IL Abby abc com amp info clubexpress com Phone 123 456 7890 Phone 847 255 0210 Cell Phone 847 255 0210 ANDREA B BARRY Ben Ben MOUNT PLEASANT MD Anytown WA j da_camara hotmail com Phone 4252222222 E Figure 14 1 Member Directory List When you first come to the screen the search panel will be displayed Select a search field and enter a value then click Search The search panel will disappear but it can be shown at any time by clicking the Search icon magnifying glass at the top of the directory or on the Page Tools Widget If no search value is specified all members will be shown The results are sorted by the search field Members are shown as a series of cards including a photo the member name city and state email address and phone numbers Along the bottom of each card are icons to save a vCard jump to the website and jump to various social networking services The directory will respect a member s visibility setting showing only that information that the member wants to display
91. d date time posted as well as the forum in which the message appears and the first few lines of the message body When you click the link in the Subject column it will take you directly to that message Click Return to Search to go back to the search screen Previous search values and forum selection will be remembered Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 105 ClubExpress User Manual Version 6 6 Chapter 9 Documents INTRODUCTION The Document Library function allows a club or association to store and organize documents that can be downloaded by visitors and members Documents are organized into folders categories and can be specified with a title description author s creation and revision dates size format and other information Folders can have sub folders to any level There are also options to allow members to upload documents and other members to rate and comment on them A typical document folder screen is shown below Home gt Documents tails window the d document name An upload button will appear near the top the Documents pane uploads are enabled for that particular fotder Collapse All Folders JJ Document Folders Past Newsletters 4 past Newsletters test DD 2009 Newsletters DD Minutes DD Official Club Documents DD Media Folder p im Test raging rudioph v Results testdocument J August 2005 January 2008 Go
92. d over there this weekend Return to Previous Page Figure 5 10 Post Comments Comments are listed in descending date order Click the Edit link to modify a comment that might be inappropriate Click the Delete link to remove it completely you will be asked to confirm this action Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 86 ClubExpress User Manual Version 6 6 Add Edit Blog Click the Edit Blog Properties button to modify the settings of your blog You will see the following dialog Add Edit Blog 2 Use this page to set the title author and description of the biog You can also specify whether or not people can comment on the blog and who can see the blog Click Save or Cancel to return to the Blogs Manager Title Hank Johnson s Blog Author HankJohnson Select Remove Description Max 400 characters 400 characters left Allow Comments Visibility Members Only Active 4 Save y Cancel X Figure 5 11 Edit Blog Properties You can modify the title and description of your blog whether comments are allowed who can see the blog and whether it s currently active Click Save to save your changes or Cancel to close the dialog without saving The Add Post button is also available to blog authors on the main blog page Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 87 ClubExpress User Manua
93. d the ability to insert photos and videos Click Save to save your new blog post or Cancel to close the dialog without creating a new post Click the Edit link to modify an existing blog post The same dialog will be displayed Click Delete to delete a blog post You will be asked to confirm this operation If you select OK the blog post will be completely deleted and cannot be recovered Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 84 ClubExpress User Manual Version 6 6 Share this Post Click the Share this Post icon to share a blog post on your club s Facebook page Linkedin Group page or Twitter feed You will see a dialog similar to the following Post to a Social Network Ciick a network or logo or multiple logos to post this B nt and then click Share Your Event and short ted network s Please make sure that Popups are enabled this site scription will be posted io the selec in your browser or enable them for Which Network s 4 70 40 Text Be sure to join us for our first event of the school year 62 characters remaining Link to page will use 20 characters Links To Event Quick Event Figure 5 9 Sharing a Blog Post At the top will be on or more checkboxes representing the social networks where your club has a presence and which are defined on the Control Panel Communications tab Setup section Social Networking screen see chapter 19 The Text
94. dress this information is checked against the database and if a match was found the other fields are displayed When adding a family member you will see a drop down list of members attached to your membership select one and the other fields are displayed As noted above if your group is volunteering together the whole process must be completed within 30 minutes of starting otherwise any slot assignments up to that point are deleted Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 168 ClubExpress User Manual Version 6 6 Chapter 20 Content Editor INTRODUCTION In a number of places within ClubExpress you have the opportunity to create a custom web page or part of a page Two examples are when you are building the website home page and when you are specifying custom web pages Instead of forcing you to learn complex HTML coding ClubExpress makes it easy to build this page using a software tool called a content editor that is similar to a word processor The ClubExpress Content Editor allows you to perform the following tasks Select text font size and color Specify the bold italic and underline attributes Select background color Indent and outdent Specify numbered or bulleted lists Insert horizontal lines Insert and resize images Insert links to external websites and email Use your computer s clipboard including cut copy and paste Undo and redo changes Insert
95. dually companions are not allowed e Select a standard location or enter a custom location and address Click Save to save the QuickEvent and return to the Event Calendar or Cancel to return without saving Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 135 ClubExpress User Manual Version 6 6 EDITING QUICKEVENTS When you view a QuickEvent that you created and for which you are the designated coordinator you will see a list of admin options for the event in a panel on the right side Event Admin Tools Uoo Figure 11 16 Event Admin Tools for a QuickEvent Hover over the Legend icon to see the meaning of each option jp Select Edit to edit the QuickEvent You will see the F Edit Add Edit QuickEvent screen described above Convert this QuickEvent to a Single Activity Event You Convert will be asked to confirm this step because it cannot be reversed uo Select this option to see a list of people registered for Registrations this event You will see the same Registration Manager screen described below except that fees are always 0 00 and Status is always Paid Sal Run reports for this event including name badges and Reports check in lists lt Select this option to share the details of this event on Share Event your club s Facebook page LinkedIn Group page or Twitter feed For more information see the special section below Copyright 2004 2015
96. e popup forms described above will be displayed When you have added at least one product to your shopping cart a Proceed to Checkout button will be added to the button bar shown on the screens above Note that prices may be different for members and non members Members must login to receive member pricing Also note that for digital content that is downloaded rather than shipped the Quantity field is grayed out you cannot buy multiple copies of a digital product Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 153 ClubExpress User Manual Version 6 6 Clicking the Specials button displays a similar screen but this time showing specials only Specials are product inventory items that have been marked down for special clearance perhaps because the club ordered too many of them They may only be available in limited sizes or colors Home gt Storefront Specials Storefront Specials Featured Products Specials 88 Categories Q Search Proceed to Checkout Storefront Policy Club Sweatshirt Club Sweatshirt Size Small Price View Details Add To Cart 10 00 Figure 17 4 Storefront Specials In the above example note how the size is shown Only this variation is available with a special price Clicking the Categories button displays a list of product categories each with a photo defining that category Home gt Storefront Categories Storefront Categories Fea
97. e 2 5 Social Networking Sharing Links ssssesssseeeseeeesssrrrerrrrrrsserrrrrren 12 Figure 2 6 More Sharing Options 0 ccccecccceeeeeeeeeeeeeeeeeeeeeseeeseeeeeeeeeeeeeneas 12 Figure 2 7 Page Tools Widget cccccessssseccceeeeeeeeeseeeeeeeeeeeesensseeeaeeeeeeeeennes 13 Figure 2 8 Add me to your Mailing List cccceeeeeeeeeeeeeeeeeeeeeeeeenneeeeeeeeeeteeee 15 Figure 2 9 New Mobile Website eeeeeeecceceeeeeeeeeeeeeeeeeeeeeeeeneaeeeeeeeeeeetnae 16 Figure 2 10 Main Website screen on a smartphone ccceeeeeeeeeeeeeee eee 17 Figure 2 11 Mobile MG se cac tecede toscicreat a weriecennteetpecenedenede pacbedenmeuneseeaewrsetee 19 Figure 2 12 Mobile Logit ricicguses Oc aie totaal heaa dale hae nee ede aa 20 Figure 2 13 Mobile Profile itscccccceieincctipeoreievedsancesnereietanieceds eaeeebarcennieuneeenreat 21 Figure 2 14 Mobile Event Calendat cccsccccceeeeeeeeeeeeeeeeeeeeeeesaaeeeeeeeeeeneees 22 Figure 3 1 LoginiPage ss atk ical atet een Miia callensieeg Balled eats 24 Figure 3 2 Retrieving a Lost Username and PaSSWOld eeeeeeeeeeeeeeeeee 25 Figure 4 1 Member Proil iia cts pecctdt coteest ater eniadsaieneh aha ededl eatastiee 27 Figure 4 1a Member Profile with Automated Renewal and Paymernt 28 Figure 4 2 RONGWAl icsscccccctececves detec cistetecestesdeccestegeteatvaeteedeuestaa Pieuerddendeleeterecs
98. e icon again to hide the menu For submenus on a smartphone tap the down arrow and the submenu will appear inline with the main menu On tablets the submenu will appear to the side As with the main site the menu will different for the public vs members and may even be different for different member types Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 19 ClubExpress User Manual Version 6 6 Logging in When you tap the Login icon you will see a screen similar to the following 0000 Verizon 3 09PM 47 gt democlub clubexpress com Please enter your user name and password and click Login Your user name is not case sensitive but your password is Click Cancel to return to the Home Page User Name ooo Password d Loo O Remember me on this computer Login l Figure 2 12 Mobile Login Enter your username and password then tap the Login button to complete the login process Or tap Cancel to cancel out and return to the previous screen As with the main website you can tap the Remember me option to have the system remember you on this device so that you don t need to explicitly login each time But you should never select this option on a device that you share with other people such as a tablet at your local public library Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 20 ClubExpress User Manual Version 6 6 Member Profile
99. e you To cancel the Remember Me option once you have logged in click the Profile Username Password link Re enter your password then uncheck the option and save Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 24 ClubExpress User Manual Version 6 6 RETRIEVING A Lost USERNAME PASSWORD If you forget your username or password click the Forgot My Username Password button The following popup window is displayed Forgot Username Password 2 x Enter your email address below If your email address is on file your user name and a new password will be emailed to you If your email address is used by more than one member you may also enter your first name to help us identify you Email Address First Name Figure 3 2 Retrieving a Lost Username and Password The system will prompt you to enter your email address and first name When you click OK the system will search for this information in the club s membership database If one matching record is found the username and a new temporary password is generated and sent to the email address on file You will need to retrieve this information before you can log in and the system will then give you the chance to change it If no match was found or if multiple matches were found the system cannot generate a new temporary password If this happens or if your email address is no longer valid call a club or association off
100. ed in two resolutions Check the Allow Hi Res Download box to allow members to download an original high resolution copy of the image A special button is displayed in the popup photo viewer Note that this button is never shown to the public only to members and then only if the box is checked Note also that users can still right click the lo res screen size version and save it there is no way to stop this Display Sequence This button shows the standard ClubExpress sequence dialog allowing you to reorder the photos on the album Note the first photo in the list is used for aloum preview Configure Aloum Click the Configure Album button to modify the album title menu text and visibility You will see the Photo Page Configuration dialog described above Album Description Click the Album Description button to modify the preamble text placed at the top of the album You will see the advanced content editor dialog Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 74 ClubExpress User Manual Version 6 6 SHARE THIS PHOTO ALBUM Click the Share this Photo Album icon to share a new or updated on your club s Facebook page LinkedIn Group page or Twitter feed You will see a dialog similar to the following Post to a Social Network 2 Q i ork or logo or multiple togo po vent and then click Share Your Event and short ed neiwork s Please make sure that Popups are enabled this site
101. eeeeeeeeeeesnaeeeeeeeeeeeeeeas 45 Figure 4 17 Transaction History ssicsc nde cepvotensghebdeadect ead oeecabiwende et ebieeweecaeeed 46 Figure 4 18 Transaction History showing expanded details ceeeeee 46 Figure 4 19 Payment HISIONY sec Seca Gd Mieka Sead ncteatadheceeaduat 48 Figure 4 20 Edit Payment ccccceccc scsi ces etcsen dt oactkces cca sens eedennceveceia ve ceeeeganes 49 Figure 4 27 Bit Create uto iae Gene a a A E condi ia 50 Figure 4 22 Credit Card Information c ccccceeeeeeeeseeceeeeeeeeeeeseeeeeeeeeeeeeeeeas 51 Figure 4 23 EVENtUHISION sic nacahsci on pti aor halter en asineleeee 53 Figure 4 24 Optional Additional Charges ccccccceeeeeeeeeeeeeeeetenteeeeeeeeeeeeeee 54 Figure 4 25 Volunteering History eeeeeeceeceeeeeeeeeeeneeeeeeeeeeeeeeenaaeeeeeeeeeeneeee 55 Figure 4 26a Forum General Preferences top part ssseeesssssssserrnreesserrrrrrne 56 Figure 4 26b Forum General Preferences bottom part eeeeeeeeeeeeeee 59 Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 3 ClubExpress User Manual Version 6 6 Figure 4 27 Forum Membership cceeeeeeeeeeeeeeeeneeeeeeeeeeeeeeenaeeeeeeeeeenenee 61 Figure 4 28 My Preferences for a FOruUM ccccccceesseeeeeeeeeeeeeesneeeeeeeeeeeeees 63 Figure 4 29 Thread Subscriptions cccccccccceeeeeeeeeeeeeeeeeeeeeneeseeeeeeeeee
102. eeenees 64 Figure 4 30 User Name and Password cccceeeeeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeteees 65 Figure 4 31 INtrests a i EEEE EE EE EEEE ERE 66 Figure 4 32 Member Photo AIbUMS sseeesessnerrneeessrrrrrersserrrrrrrnnrrsserrrrrrnn 67 Figure 4 33 Add Edit Photo AIDUM sssnssseessesesnnrrnrnesserrrrrrsserrrnrrrnnrrsserrrrrrnn 68 Figure 4 35 Edit Photo Album Content cccccceeeeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeteeee 70 Figure 4 36 Select Photos d scacvarhs hei Ai oneesei Geredniedtensie cal dia ertiudel bhatt 71 Figure 4 37 Add Multiple Photos 0 eeeeeeecccceeeeeeeeeeeeeeeeeeeeeseenseeeaeeeeeeeeeneas 72 Figure 4 38 Add PRO nikeae eaa aad i eie aaa iiih 73 Figure 4 39 Sharing a Photo Album ssssssessssnrrnreessrrrrrrssserrrnrrrnresserrrrrrnn 75 Figure 4 40 Download Bank ssssssseseerrneessserrrrrrnrntsrtrrrnrrtserrnnrrnnntsserrnnnrnn ee 76 Figure 4 41 Bad Email Notification seeeeseeennnneneeeseeernnersserernnrrnnrrsserrrrrrnn 77 Figure 4 42 Handling bad email address es eeeeeeeeeeeeeeeeeeeetteeeeeeeeeeeeeee 77 Figure 5 1 Blogs main SChOGMN iicssiseiiedsedecvesiaascetsttecveststelsteeteeisaintecsidsecgelea tees 79 Figure 5 2 Reading blog entries ssssnneneeeseesnerrrrrrssrrrrrrresrrrrerrnnresserrrnrrnn 80 Figure 5 3 Adding a coMMent ccccceeeeeeeseeeeeeceeeeeeeeaeeeeeeeeeeeeeeesneaeaeeeeeeeeeeea 81 Fig
103. eetveuas 95 Figure 8 3 Post Message basic editor ccccceeeeecceeeesereeeeeseeeeeeeeeneees 96 Figure 8 4 Message if member or forum is Moderated l a 96 Figure 8 5 Adding an attachment to a message ceeeeeeeeeeeeeeeeeteeeeeeeeeeteees 97 Figure 8 6 Adding multiple attachments to a message eee ee eeeetteeeeeeeeeeteeee 97 Figure 8 7 Messages in a Thread Thread View c ccceeeeeeeeeeeeeeeeeeeeeeteees 98 Figure 8 8 Messages in a Thread Flat View 0 eeeeeeeeeeeeeeeeeeeeeenteeeeeeeeeeeees 99 Figure 8 9 Replying to a MESSAGE eee eeeeeeeceeeeeeeeetesaeeeeeeeeeeeeeeenaaaaeeeeees 101 Figure 8 10 Forum Search x c lt 5cnsccntce opens seceded becwensgece ra bpadeneapeeeenspaeeteaete 103 Figure 8 11 Forum Search ReSults eeeesssccccceeeeeeesneceeeeeeeeeesesesneaaneeeeees 105 Figure 9 1 Document Folders and DOCUMENTS eeeeeeeeeeeeeeeeeeeeteteeeeeeees 106 Figure 9 2 Viewing file readers and utilities eee eeeeeeeeeeeetteeeeeeees 107 Figure 9 3a Viewing Document Details c ccceeeeeeeeeeeeeeeeeeeeeeeeenneeeeeeees 107 Figure 9 3b Viewing Document Details with Ratings Comments 26 108 Figure 9 4 Upload document dialog eecceeeeeeeeeeeeeennneeeeeeeeeeeeeesnneeeeeeees 109 Figure 10 1 Donations screen i sicieiosce ec cceetteeveiel cneseenileee tener tani wea thanteekeativeds 110
104. eferences Forum Memberships Thread Subscriptions Figure 4 1 Member Profile At the top of the screen is a Membership Summary panel showing your membership type and status club join date expiration date and date of last renewal If it s time to renew a red Renew link will be displayed if you have a payment pending a red Payment Due link will be displayed and if you re a Trial member a red Upgrade Membership link will be displayed Each of these links can be clicked to launch the appropriate wizard or screen If you club or association has enabled the virtual membership card feature you will also see one or two links to generate and download a virtual membership card customized with your information This card can be printed on a local printer or downloaded to your smartphone If you have a bad email address a special notice will be displayed under the Exp Date line Click the link to deal with this email problem See the section at the end of this chapter for more information Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 27 ClubExpress User Manual Version 6 6 Automated Membership Renewal Payment Your Member Profile tracks the personal information you entered into the system Click on the headings to review or update the information shown Changes are saved automatically Member Profile Your membership dues are collected automatically from your credit card acco
105. elow Profile Tapping this icon allows you to switch to the full website While this may not make a lot of sense on a smartphone it s Full site certainly feasible on a tablet many of which have a similar resolution to a desktop or laptop computer If you switch to the full site this toolbar is still visible and this icon changes to a different one that allows you to toggle back to the mobile site fal Tapping this icon allows you to print the current screen on any printer to which your mobile device is connected for Print example through Apple AirPrint Note that printing support is quite spotty on mobile devices uN Tap this icon to jump back to the top of the screen ll To Top Note that the overall look and feel for the mobile website is the same for all clubs and associations It does not depend on the Website Look and Feel that you have configured for the main website But you can customize the general appearance of the mobile site by using a special page header Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 18 ClubExpress User Manual Version 6 6 Menus When you tap the Menu icon you will see a popup menu similar to the following 0000 Verizon 3 07PM 48 gt democlub clubexpress com MEMBER SIGNUP HOME CALENDAR ALL ABOUT BALLOONS CLASS REGISTRATIONS PHOTO ALBUMS FAQ CONTACT US a OBA Figure 2 11 Mobile Menu Tap a menu choice or tap th
106. ent or the Delete link to remove one You can also click the Display Sequence button to reorder achievements already entered the standard dialog is displayed Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 45 ClubExpress User Manual Version 6 6 TRANSACTION HISTORY This option allows you to view the transactions you have made through your club s website When you select Transaction History a screen similar to the following is displayed Home ControlPanel Member Manager Member Profile Transaction History Transaction History for Michael Droz lists the on line transactions done by this member including membership dues and event y Date Transaction Type Amount Status 10 12 2007 Event Registration 120 00 Not Paid Balance Due 120 00 10 20 2007 Buckeys Vs Michigan State y 4 12 2007 Event Registration 50 00 Paid in Full 3 27 2007 Winter Wonderland 3 23 2007 Sign Up 32 00 Paid in Full Transaction Total 202 00 Payment Total 82 00 Balance Due Total 120 00 Return to Previous Page Figure 4 17 Transaction History This screen shows all transactions done through the system with your club or association in descending date order To view the details of one transaction click the double down arrow symbol beside the date You will see a display similar to the following amp 6 1 2012 Event Registration Print 110 00 Paid in Full 6 15
107. ents you registered for and attended if attendance is being tracked e Select Optional Additional Charges to purchase one or more of the club s additional charge options which are otherwise only available during signup or renewal time e Select Volunteering History to view a list of volunteering opportunities in the past and future for which you volunteered Forums e Select Forum General Preferences to specify your general preferences for participation in discussion forums This option is only shown if your club or association has enabled the Forums module e Select Forum Memberships to specify your preferences for individual forums including whether you are subscribed to the forum and how or whether emails should be delivered e Select Thread Subscriptions to view current subscriptions and to unsubscribe from any threads from which you no longer wish to receive updates Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 29 ClubExpress User Manual Version 6 6 Website e Select User Name Password to modify the user name and password used to log into the system On the administrator version of the profile this option is replaced with Reset Password e Select Interests to let other members know what expertise and interests you have within your club This option is only shown if your club or association has enabled the Interests module e Select Photo Albums to upload photos and organize them into
108. er affiliations or allows secondary tertiary memberships and if you are the primary account holder e Select Achievements to view or modify your achievements within the organization This option will only be visible if specifically enabled it is editable for administrators but read only for members themselves Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 28 ClubExpress User Manual Version 6 6 Financial Historical Data e Select Transaction History to view and print a list of your transactions membership renewals event registrations purchases etc through ClubExpress This option may appear for secondary members if they have event registrations but it will never show membership renewals since the primary member handles these e Select Payment Credit History to view and print a list of your payments made through the system and a separate list of credits you have received e Select Credit Card to decide whether to store your credit card in the system it s fully encrypted and very secure Credit cards are used to renew your membership register for events and purchase club or association merchandise This option does not appear for secondary members or for administrators editing profiles other than their own This option may behave differently if you have picked a member type that renews automatically for which a current credit card is required e Select Event History to view and print a list of ev
109. erved Page 129 ClubExpress User Manual Version 6 6 Home gt Calendar gt Balloon Maintenance gt Registration Event Registration Summary Review the registration info shown below Event Information Event Balloon Maintenance Friday May 1 2015 9 00 AM until 5 00 PM Flying Field 1000 Forest Drive Anywhere IL Payment In Advance Only Registrant Information Barbara amp Cliff Jones Primary Registrant Cliff Jones Companion Activity Item Information Balloon Maintenance When Friday May 1 2015 9 00 AM until 5 00 PM Where Same as event 2 Barbara amp Cliff Jones AL Cliff Jones Registration Total 100 00 Payment Information Payment must be made in advance for this registration Click the Complete Registration button to reserve your place and go to the Payment page Depanding on which options this organization has configured you may be able to pay with a credit card online or print an invoice and pay with a check Please note that your registration will not be confirmed until payment is received isan veleeiMe temunasacechaste masona Figure 11 12 Event Registration Wizard Summary Screen At this point you can still click the Back button to return to a previous step or the Cancel button to cancel the registration process The system knows if payment is required in advance or if payment must be made at the event or if either option is allowed In the above example
110. f links to jump to other portions of your organization s web site This is the navigation menu and it will generally be in one of two positions vertically oriented along the left side of the screen or horizontally oriented along the top of the screen ClubExpress supports different menus for public users and members after they have logged in and even different menus based on your member type ClubExpress also supports sub menus an arrow will indicate that there are additional choices below that item Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 10 ClubExpress User Manual Version 6 6 CONTENT PANEL The main section of the website is the content panel This is where pages and all custom content are displayed It may contain text images tables and other standard website elements Along the top edge of the content panel is a crumb trail This trail lists the logical path of pages from the home page to the current page Note that this may not be the actual path that a user has followed since the various modules within ClubExpress are closely coupled to each other Each entry on the crumb trail except for the last one representing the current page is a link allowing you to backtrack to an earlier page Under the crumb trail but above the module heading is a message area In most instances this area will be blank Error messages appear in red while status and general informational messages appea
111. f this is a gift check Yes then enter the gift message Clicking Next displays a summary screen Home gt Storefront gt Shopping Cart Checkout Order Summary me O an Information Message Payment Please verify that the balow information is correct If you wish to change the items in your cart please click the edit button Contact Information and Address Shipping Information Barbara amp Cliff Jones Barbara amp Cliff Jones 1930 Thoreau Drive North 1930 Thoreau Drive North Suite 155 Suite 155 Schaumburg IL 60173 Schaumburg IL 60173 USA USA support clubexpress com 847 255 0210 Gift Message p Congratulations on a wondertul achievement 7 Products in Cart Price Options Quantity Ext Price Club T shirt 12 50 Medium Blue 1 12 50 Club logo t shirt 100 pre shrunk VRL cotton AN BALHOONSCLUB NORTHWESTERN Lv Medium Blue Club Badges ress Club Badge Total Sales Tax Shipping amp Handling Final Cost Figure 17 11 Member Checkout Step 3 Order Summary This screen shows the contact information which cannot be changed since it comes from the member s database record the shipping information a gift message if appropriate the products in the cart and the total cost including sales tax and shipping amp handling if appropriate Clicking the Edit pencil icon beside shipping information or the gift message jumps back to these wizard pages Copyright 2004 2015 Gemb
112. floor Instruments 176 945 Figure 12 1 FAQ Category screen Click the double down arrows to view the questions within a category and then the answer to a specific question Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 138 ClubExpress User Manual Version 6 6 Chapter 13 Interests The Interests module allows a club or association to list and describe various special interests programs or affiliations that the organization sponsors Interests are grouped into categories that each group also defines Members can then register for an interest either from the Interest pages or from their individual Profile screens If the interests are based on things that members like to do they provide a way for people with similar experiences and desires to meet up with each other and share experiences If the interests are based on organization activities and programming they provide a ready group of participants and volunteers to ensure the success of an endeavor When the Interests module is enabled and a user clicks the menu choice a screen like the following is displayed Home gt Interests h category Click on an interest to learn more about that item If you are logged with a link to their member directory entry Click the info fink icon Maintenance Everyone Burners Maintaining the gas burners including storage tanks pipes jets View Mambars controls gauges and other equipment
113. g our old template theme system for controlling the look and feel of your website We strongly recommend that you convert to the new Website Look and Feel architecture to take advantage of these new features Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 23 ClubExpress User Manual Version 6 6 Chapter 3 Logging In INTRODUCTION Every member has his or her own account in ClubExpress When a web site is first displayed the Login link allows members to login into their accounts with a user name and password and to access member s only features Members who forget their password can retrieve it with a standard secret question and answer mechanism LOGGING IN Clicking the Login link displays the following screen Home Login Password O Remember me on Nils computer Login Y Cancel x Forgot My Username Passwor Trouble logging in Click here for assistance Figure 3 1 Login Page Enter your user name and password and click the Login button Click Cancel to return to the home page If you check the Remember Me option the system will store a cookie on your computer that allows you to login without having to enter your user name and password each time This cookie is secure it does not contain your actual user name and password But you should only select this option on a computer that you control so that others cannot log in as if they wer
114. h the complete list Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 108 ClubExpress User Manual Version 6 6 UPLOADING DOCUMENTS If the current folder supports member uploads a blue Upload option will appear in the top right corner of the document list Click it to display the following dialog Add Edit Documents Gp x This dialog allows you to add a document to your web site Most fields should be self explanatory If you are editing an existing document you can change its Folder The Document Type is advisory to tell users what type of document to expect Click the Browse button to select the actual document from your local hard disk or network Click Save or Cancel to return to the Manage Documents screen Title Updated Flying Rules Description Provided by the FAA these rules were updated in 2013 ae Max 1000 characters 946 characters left Author s Various Create Date Revision Date Select Document Choose File no file selected Max file size 80 MB Save f Cancel X Figure 9 4 Upload document dialog Enter the requested information and specify a filename from your local hard disk Click Save to upload the document or Cancel to close the dialog without uploading Documents are uploaded with a special Pending status They are not visible until an administrator or module coordinator has approved them Copyright 2004 2015
115. hat social network and your profile page Note that you may also need to go into your Profile screen in each social network and make your page public to allow others to view it The Profile Membership Directory screen continues below Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 39 ClubExpress User Manual Version 6 6 Biography 4x BZD Atos ha E E was born in a log cabin ve A thumbnail version of your new photo will be e web site replacing any existing photo To remove a Select Photo Choose File no file selected Saver G Figure 4 8b Membership Directory bottom part Biography The biography field allows you to enter personal or biographical information about yourself This will help other members get to know you better including your background interests and expertise This information is entered using the advanced content editor built into ClubExpress This editor provides full control over fonts colors and formatting It allows you to enter links and images and is virtually unlimited in length For more information on using this content editor see Photo You may upload a photo to be included in your Member Directory entry We recommend that the photo be no more than 80 x 80 pixels To upload a photo click Browse and select the JPEG or GIF file from your hard disk Then click Upload Photo The photo will appear on the left
116. he newsletter from the website thereby saving the club some money Click Save or Cancel to close this screen and return to the Member Profile Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 35 ClubExpress User Manual Version 6 6 ADDITIONAL MEMBER DATA Every club or association collects member information that is unique to the organization This information helps to create a more vibrant club that is in tune with its members needs In some cases this information is required by government regulation or by the organization s insurance carrier Within ClubExpress this is done using Additional Member Data Your club or association may have defined additional questions that you answered as part of your membership application or here in your profile If this option is present selecting it displays a screen similar to the one below Home Member Profile Additonal Member Data Additonal Member Data This page lists the Additional Member Data that you provided when you joined the organization tt so list additional questions that will help us to provide better services to you Required questions are indicated by an asterisk Whatis your ABA Number 21354 How many years have you been flying balloons 10 What level of certification have you achieved not editable Assistant Figure 4 7 Additional Member Data The answers to questions can take many forms including Yes No a number or da
117. he message was posted e f you want to display a small picture beside each message check the Show Picture checkbox then specify a local file to upload We recommend that this picture be no more than 80 x 80 pixels in size you can use the same or a different picture from the one you uploaded with your directory entry e The check box allows you to propagate these settings into every forum that you ve subscribed to that requires such configuration When you have finished configuring these options click Save to save your changes and return to the Profile menu If you want to return without saving changes click Cancel Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 60 ClubExpress User Manual Version 6 6 Forum MEMBERSHIPS This option allows you to manage your subscriptions and preferences in forums that are available to all members or to members of an interest group or committee of which you may also be a member Selecting this option displays a screen similar to the following Home gt Member Profile Forum Memberships Forum Memberships This page lists all the forums you belong to along with an Edit icon to modify your forum settings and a Quit icon to resign from optional forums There is also a fist of optional forums you may join if you wish You can set preference for all forums at once on your general preferences page Click this button to stop emails for all forums This
118. his icon will only appear if the blog post is flagged to be visible ie Delete this blog entry You will be prompted to confirm this Delete action Any posted comments will also be deleted Click the Add Post button to create a new post You will see the following screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 83 ClubExpress User Manual Version 6 6 Add Edit Post Use this page to edit your blog post Title Hank s Blog Visibility Not Visible draft Visible published Published _ Use Created Date Use Today s Date Per to ee oe ce eee eee none eer ey styles Font Name Rea gt BI U XA we Ar Ss amp EES g Fo aa We fell in love with ince le look forward to the upcoming event in November and to meeting everyone Hank Design lt HTML amp Preview pete 79 Characters 429 Save Y Cancel X Figure 5 8 Add Blog Post Specify the title for your post and whether it should initially be hidden perhaps because it s a draft or immediately visible If you choose to make the post immediately visible you can also specify which date should be assigned to the post e The original creation date e The date you are making it visible today Below is the standard ClubExpress advanced content editor with all its available tools for creating web content including formatting and layout tools the link builder an
119. hoto Fields marked require an entry Select File Choose File bigstockp 1149 jpg Title Sailing over Farmland Caption 0 of 500 characters used Photographer Martin Smith Date Taken 4 13 2013 Allow Download of Hi Res Version Select Master Tag s farmland race Enter one or more tags that will be used to categorize this photo one per line Click the Select Master Tag s link to select tags from the master list Save f Cancel X Figure 4 38 Add Photo Click the Browse button to browse to a photo on your local hard disk You can also specify a title caption photographer date taken and one or more descriptive tags Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 73 ClubExpress User Manual Version 6 6 Tags are used to index and reference photos Enter tags into the text box one per line Your club has also created master tags that may be appropriate for your photo Click Select Master Tags to add one or more of these tags to your photo Click Save to upload your photo and add it to the page or Cancel to close the dialog without saving When the photo is uploaded the system checks its size Large photos are saved in three resolutions e Original resolution uncompressed e Screen size longest dimension is 450 pixels e Thumbnail size longest dimension is 120 pixels Photos that are smaller than the screen size are only sav
120. ibie ET Summer Races Member Member Photo Albums Visible C amp F Return To Previous Page Figure 4 32 Member Photo Albums The grid shows photo albums that you have created perhaps built around a specific event or project The grid shows the title and status for each photo album The following options are available Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 67 ClubExpress User Manual Version 6 6 Add Photo Album Click the Add Photo Album button to create a new photo album You will see the following popup dialog Photo Album Configuration Edit the properties of your photo album Album Name Funny Shapes Menu Text Funny Shapes Availability Any Web Site Visitor Visible A Description 0 of 200 characters used Save y Cancel x Figure 4 33 Add Edit Photo Album Specify the album name and text that can be used if the album is placed on the menu which is often shorter You can also specify whether the album will be available to all website visitors or whether it should only be visible to members The album is initially hidden to allow you to add photos and introductory text to it when you are ready click back to this screen using the Configure link to make the album visible You can also enter a short description Click Save or Cancel to return to the Photo Album Manager screen Copyright 2004 2015 Gembrook Systems
121. icer or ClubExpress toll free on 866 457 2582 to have your password reset manually Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 25 ClubExpress User Manual Version 6 6 Chapter 4 Member Profile INTRODUCTION The Member Profile system is where you modify your personal information and preferences as a member of the club or association Here you can update Name Address Phone numbers email address and website The information in the member directory including your bio A directory photo Username and password A complete history of transactions done through the system A complete history of payments made to the club A complete history of events you have attended Whether your credit card is stored Securely by the system Links to social networking websites such as Facebook and LinkedIn Your answers to additional member data asked by the club or association Your Interests Your Achievements if this option is enabled for your association Your personal Photo Albums if the club has enabled this feature Preferences and subscriptions in discussion forums Secondary and or Tertiary member accounts if you are a Primary member Resign your membership if it was configured for automated charging Your club or association may also allow additional information to be stored including an alternate address work information your date of birth etc As ClubExpress is enhanced additional menu choices
122. ick to select the background color The same color Ar picker described above is displayed Click to display a popup Style Builder dialog This dialog allows you to specify complex style information Rre for the selected text For more information see the special section below Click to begin a numbered list of items Click to begin a bulleted list of items Click to insert a horizontal rule across the page yr ili Spellcheck your text A popup dialog will appear to highlight misspellings and other errors See the A section below for more details The shortcut key F7 performs the same function Find text on the current page or find and replace The g shortcut key Ctrl F performs the same function Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 174 ClubExpress User Manual Version 6 6 Options at the Bottom Design View This is the normal view where you write your text and use the Design shortcut keys and toolbar buttons to insert options and format your text HTML View This view allows you to see gt HTML and edit the underlying HTML source code Preview This view allows you to see the igre page as it will generally look when it s being viewed Full Screen Mode This mode makes the m edit box slightly larger by hiding all non editor controls Zoom Click the drop down arrow to zoom your text in to see more detail or out to see iat more of the page Print Click
123. il addresses a primary address listed with your account and one or more additional addresses for each discussion forum in which you participate The above screen may list more than one email address if there have been multiple failures Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 77 ClubExpress User Manual Version 6 6 If one or more of these addresses have had a delivery failure it will be listed in this screen together with one of the following error messages Invalid Format the email address is not correctly formatted It might have invalid characters or one or more spaces Bad Email the email address does not exist as reported by the destination server Blocked deliveries to the email address are blocked by an anti spam filter This could be on your email server or a blacklist in your email handling program e g Outlook Lotus Notes etc Soft Failure this is a temporary problem such as the mailbox being full or the email server being temporarily offline Select the appropriate action from the choices in the right most column Change to modify the email address to one that should be valid Reactivate if you believe the email address is valid and can now receive emails Not available if the error is Invalid Format Drop It select this option if you no longer use this email address This option removes the notification but does not remove the email add
124. inating chase participants and planning social activities at the landing View Members Figure 7 1 Committees Each committee is listed with its description If the committee has subcommittees they are also listed with a link You can also define a custom page to hold more information about a committee click the More Info link to jump to the page Click the View Members button to see a list of members Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 91 ClubExpress User Manual Version 6 6 Home Committees Members Chase Committee Members screen shows the members of the committee Click on the member s name or photo to view their bio info Responsible for coordinating chase participants and planning social activities at the landing Committee Member Committee Member Barbara C Jones Joe Schmoe Rolling Meadows IL anytown WI support clubexpress com Ow Committee Member Martin Smith Rolling Meadows IL info clubexpress com 0000 Return to Previous Page Figure 7 2 Committee Members The names are links that can be clicked to display that member s directory entry including contact information unless the member has suppressed this information from his or her directory entry If you are a member of the committee you will see a button that allows you to email the other members of the committee Click this button to display a popup
125. ion below Break the current hyperlink removing the special linking code behind the scenes The current hyperlink will revert to standard text The shortcut key Ctrl Shift K performs the same function Insert a photo from among photos uploaded to the site For more information see the special section below Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 172 ClubExpress User Manual Version 6 6 Insert an image from your graphics library and other a club level photos for example logos For more information see the special section below Insert a Group Box FieldSet This is a special HTML T element that allows you to collect and organize other elements See the special section below Insert a Special Symbol Click the small drop down Gus arrow to display a popup window of special characters Click a character to insert it in your text Insert an audio video or Flash image or a reference to pe a YouTube or Vimeo video Insert a smiley aka an emoticon a small graphic to indicate an emotion Click the small drop down arrow to Cg display a popup window of smileys Click one of them to insert it in your text Create and insert a widget Second Row Click the drop down arrow to see a list of built in styles Selecting a style ensures that your headings match the styles used elsewhere in ClubExpress The change applies to the current line or block Normal You can add
126. is user manual for the intended use described above and your organization stops using the ClubExpress platform or decides not to sign up for ClubExpress you agree that you will make reasonable efforts to delete or destroy these copies Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 1 ClubExpress User Manual Version 6 6 TABLE OF CONTENTS Chapter 1 IMPOOUCtON neierens a r needa aed 7 Chapter 2 Screen Orientation seeeeesoeeeneetneeeeoeettttrsterttrrnnrrseerrrtnrnnnreseereene 8 Chapter 3 Logging IN sa ecccciccsetees dace cpatea detect dese ia dag decent ieee ines dadendeteee nese lated 24 Chapter 4 Member Profile 2 0 0 2 02 eeeceeeccccceeeeeeeeenneeeeeeeeeessnaaeeaaeeeeeeeeeennsaeaaes 26 Chapter 5 BlOG Sian 4 ies steak aces eee eee the Se aahca sagt agate os reste ce edatnn ta taaeehieate 79 Chapter 6 Chapter Finder seivse ceo ncccetei ste ccetncnd bones eu eaaBacet erat Gadeiwenennene beadietoates 88 Chapter 7 Committees es scy ccs cehswoevensd eh ea vonruide Doaetehvees or obateh ames tenetes 91 Chapter 8 Discussion FOrUuIMS ccccccceeeeeeeeeeeeeeeeeeeeeeeeseaeeeaeeeeeeeeeennsaeeaes 93 Chapter 9 Documents ca axcceesiviis Scene Men area uaite dias eile tae ebaeseacienemeeeamnie 106 Chapter 10 Deano Sie 255 dears e880 ior cesar AV Cccahea decent eae 110 Chapter 11 Events Calendar amp Registration ccceseeeeeeeneeeeeeeneeeeeee 113 Chapter 12
127. isplay your standard policies in a popup window Each product includes a title photo short description and price or price range if the product has variations Note that prices may be different for members and non members members must login to receive member pricing Click the View Details button to display more information about the product including product variations for example clothing in different sizes and or colors A screen similar to the following will be displayed Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 151 ClubExpress User Manual Version 6 6 Home gt Storefront All Products gt Product Details Product Details All Products Specials Q Search Storefront Policy Club Sweatshirt Club Sweatshirt sku Sze saus Pre 7 Return to Previous Page Figure 17 2 View Product Details This screen displays a larger version of the main product photo Products can have multiple photos that are shown below the main one Clicking one of the smaller photos displays it in the larger panel The product title and a full description are shown on the right If the product has variations these are shown in a grid below the description Variations can be by color size or other property Click the Add to Cart button to add this product to your shopping cart You will see a screen similar to the following Club Sweatshirt x Choose the opton you wan
128. ks to indicate an exact phrase Asterisk to indicate a wildcard for example bl to find black and blue Note that a wildcard search term must be enclosed in double quotes as shown above This option is for users who have more experience with programming models or other search systems Fuzzy This option uses an internal thesaurus to search using words with similar meanings to the phrase you entered Note that AND OR etc do not work with this option Enter a simple phrase and the system will find messages including that phrase and related phrases Post Date Range You can further filter the search to messages posted within a specified date range including the past week month two months six months year or an explicit date range Select Forum Specify a forum or use the lt All Forums gt option search across all active forums When you click Search or just press the Enter key a screen similar to the following will appear Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 104 ClubExpress User Manual Version 6 6 Home gt Discussion Forums gt Search Search for massages by entering text in the Search For feid and pressing the Search button Optionally you may select a specific forum to search Note that no more than 100 messages will ba retumed Fields marked require an entry Search For Messages Search Type All Words C Any Words C Exact Phrase C Advanced
129. l Version 6 6 Chapter 6 Chapter Finder INTRODUCTION If your club or association is configured as a Parent club with local chapters the Chapter Finder module allows website visitors and members to locate chapters Selecting this option from the menu displays one of the following four options based on how the club has configured this module US Map US Canada Map Home Club Finder Club Finder Click on a state to view a list of chapters Click on each chapter for detailed info Click the Show Org Chart button to view the complete organization hierarchy Chapters Outside USA View Org Chart ND i MN yr sD Wi E 4 vith Ae nn 2 MA IA S x lt NE oa i Chapters ee Ri KS MO Chicago Rolling Meadows af K ap 7 oo a el eet Az NM CDs eel s WF ass AL a P E Aa at Da Figure 6 1 Chapter Finder using Standard Map Click a state or Canadian province to see a list of chapters in that state or province When you click a chapter name you ll see contact details for that chapter Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 88 ClubExpress User Manual Version 6 6 Google Map Home Club Finder Club Finder Click on the map markers to view chapter info Click the Show Org Chart button to view the complete organization hierarchy gt M lowa Chi Nebraska 9 Omaha oF Lincoln Kansas Kansas
130. l showing Author Tools replaces your photo Author Tools Maintain Posts Add Post Figure 5 6 Blog Author Tools When you click the Add Post link you will see a popup window showing the advanced content editor See below for more information Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 82 ClubExpress User Manual Version 6 6 When you click the Maintain Posts link you will see a screen similar to the following Home gt Control Panel Blogs gt Posts Manager Posts Manager Use this screen to manage biog posts Click Add Post to create a new post or Edit Blog Properties to change this blog s properties Blog Northwestern Balloon Club s Blog Visible Published Date Maintain Eg new blog post y 1 27 2013 2 48 PM oO lt ig New Supplier 7 26 2012 12 21PM 9 E 7 7 Use Northwestern Balloon Club Biog Y 10 13 2010313PM O ig Figure 5 7 Posts Manager The grid lists each post in descending date order showing the post title and date of publication and whether the post is currently visible Maintain Options The following options can be found in the Maintain column Fi Edit this blog entry You will see the Add Edit screen Edit described below a View and edit Comments posted on this blog entry Comments lt Share this post on your club s social networks including Share Facebook Twitter and LinkedIn T
131. linois Chicago Michigan Northeast South West Figure 4 10 Add Chapter Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 41 ClubExpress User Manual Version 6 6 Click Select a Chapter and navigate the hierarchy to a chapter at the lowest level Click Save to add this chapter to your membership or Cancel to close the dialog without saving Secondary Tertiary Members Only If your membership type supports secondary and or tertiary members but not chapters you will see a screen similar to the following Home Member Profile Chapters Additional Members o Chapters Additional Members Name Chapter Tools Martin D Smith Family Members Add John Smith Edt Remove Mary Smith Edit Remove Children Add Bobbi Smith Edit Remove Figure 4 11 Secondary and or Tertiary Members The first section below your name is for secondary members It will use the keyword defined by your club or association for a secondary member who can log into the website The second section below your name is for tertiary members and it will also use the keyword defined by your club or association The Add link is used to add a secondary and or tertiary member If this link is not present your membership does not support additional memberships of this type Clicking the link displays one of two screens Your club or association may decide to only collect a minimum of information on seco
132. lly want to support the club s efforts to educate the community about hot air ballooning The Contribution In option allows you to make a donation in honor of in memory of in thanks to etc another person or organization Some funds also allow the donation to be made anonymously It will still be visible to club administrators but they will Know that it should be reported without your name If the Anonymous option is set to No you can specify how you want your name to appear in the Contribution Records Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 111 ClubExpress User Manual Version 6 6 Notify The system also allows you to request that the club notify another person about a donation made in their honor or in memory of a loved one When Yes is selected you will see the following set of fields Do you want the Club to notify someone about your contribution Yes O No Name Address Line 1 Address Line 2 City State Province lt Select gt Zip Postal Code Country UNITED STATES Show All Countries Email Figure 10 3 Notify someone about a contribution Enter that person s name address and email address Matching Gifts The system also allows you to record whether your employer or your spouse s employer matches gifts You will see the following screen Matching Gifts Does your employer or your spouse s employer match gifts Yes No Q Not Sure
133. lose the dialog without inserting any images Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 179 ClubExpress User Manual Version 6 6 INSERT IMAGE Clicking the Insert Image toolbar button displays the following popup window Select an Image Q Select an existing image from one of the available graphics libraries You may also select a new image from your computer The new image will be uploaded to your club s web graphics library and will be available for future use on the system Image Files Preview Computers jpg dgrey072 jpg exclamation jpg FireworksFlag jpg image jpg launch_sm jpg Launching jpg Launching2 jpg MemberVideolmage jpg menustripe png sky jpg Stain 1 jpg Select SY Cancel X Upload New Image Choose File no file selected Figure 20 4 Insert Image From this window you can select graphics files already uploaded Club Web Graphics or standard graphics within the current theme Theme Graphics or you can upload a new image Unlike photo libraries of club activities or member collectibles these images represent graphics and photos which are part of your website or which represent official club images such as logos graphical tag lines affiliate logos awards and other special images To upload an image click the Browse button and navigate to the file on your local hard disk or network Select the file the click Upload
134. ms which are available to you to join Click the Join icon to join a forum Equipment This forum focuses on equipment including what to buy for different skill levels and needs how to assemble and how to maintain Safety issues are handled in the safety forum en Return to Previous Page Figure 4 27 Forum Memberships Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 61 ClubExpress User Manual Version 6 6 The Stop All Forum Emails button allows you to temporarily stop emails for all forums if for example you go on vacation Individual forum settings are not lost Click Resume Forum Emails to start them coming again The screen is divided into three sections e Automatic Forums are those you are a member of because of your involvement in the club It might include forums that all club members are part of or forums that you belong to because of your membership in a committee or an interest group These forums include an Edit pencil icon allowing you to modify preferences for each forum e Optional Forums are those forums where you have explicitly opted in to membership or where a moderator joined you Click the Edit pencil icon to modify preferences Click the red Quit icon to resign from this forum You can also click the Quit All icon to resign from all forums in this list Any forums you quit will be moved down to the Available Forums list e Available Forums are those forums
135. my messages Show Location Display my location with my messages Location Anytown IL Local Time Offset The current server date amp time is 3 28 2014 4 35 PM Specify your offset time in hours J Show Picture Display this picture with my messages a gt Select Picture Choose File no file selected _ Check this box to apply these identification options to all my forums moala eee Figure 4 26b Forum General Preferences bottom part Authoring Messages e The default Text Editor is a simple text only input field that is suitable for the majority of users However more experienced users can switch to an advanced editor which includes support for text formatting fonts colors tables and other options This is the same editor used to create custom pages within ClubExpress it is explained in Chapter 17 e f you want to attach a standard Message Signature to each message check the box and specify the sig in the field provided This saves you from typing a standard set of characters at the end of each message Forum users often include their name location or a catchy phrase in a signature although forum etiquette suggests that signatures should not be excessively long e The check box allows you to propagate these settings into every forum that you ve subscribed to that requires such configuration Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 59 ClubExpress Use
136. n Monday Apr 20 2015 to Friday Apr 24 2015 Where Snowbird Utah Contact Martin Smith 847 255 0210 testing test com Payment Payment In Advance Only Activities for Martin Smith ActivitiesAtemMs ick the down arrow to the ler of Base Trip 895 00 5 Day Lift Ticket 3 Day Lift Ticket 250 00 Q Visit Mormon Tabernacle 40 00 Details Will be going Wednesday evening to hear the Mormon Tabernacle sing in Salt Lake City When Monday Apr 20 2015 8 00 AM to 5 00 PM Where Same as event Registration Required Registrant Total 935 00 Registration Total 935 00 Figure 11 10 Event Registration Wizard Event Activities This wizard screen will be displayed once for each person who is part of the registration first the primary registrant and then each of your guests in turn Only activities that each individual user or guest can sign up for will be shown on each iteration of the wizard page Registration is a simple matter of checking the box to indicate that the current person will attend that activity or purchase that item If an activity fills up while someone is registering it will not be shown on subsequent iterations of this screen Users can move forward or backward Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 127 ClubExpress User Manual Version 6 6 through the wizard to ensure that the most appropriate people in the party are signed up f
137. n messages per page in Threaded View since all messages are fully shown You can specify any number but we recommend not going higher than 20 Additional messages are viewed by navigating through pages Email Address e Use Email Address is the email address that will be used for forums configured as email lists listserve option By default this is your primary email address but you can change it to any address e The Allow Private Replies checkbox controls whether other forum members can send replies to you directly via email e The check box allows you to propagate this address into every forum that you re subscribed to that requires an email address Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 57 ClubExpress User Manual Version 6 6 Message Delivery e Send Email controls whether you want forums that normally send emails to actually do so If this option is not checked on the General Preferences page you will not receive emails from any of your forums regardless of the individual settings e Email Links allows you to remove the standard text that normally appears at the bottom of each email This text tells you how view the email online modify preferences opt out etc e Email Format controls the format of such emails either plain text or full HTML If Send Email is unchecked this section will be unavailable e Frequency controls how forums configured as email lists send messages t
138. n arrow to view this section Achievements If the club or association has enabled the Achievements function a member s listed achievements will also be shown in the Bio Click the down arrow to view this section Edit Links When members view their own directory entry and when administrators view any a entry small Edit links are placed in each section of the bio Clicking one of these links displays the appropriate page from that members Profile allowing immediate changes to be made and saved to the directory entry Members can also click the photo to upload a new one including a hi res photo Click Return to Previous Page to go back to the listing screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 144 ClubExpress User Manual Version 6 6 Chapter 15 News The News module is used for announcements and other information that should be communicated to members and visitors News items can be entered with an active date when the item will appear and an expiration date when the item will no longer be displayed Each item includes a heading summary and detailed news release or report which can include any HTML formatting and even images A typical news screen is shown below Home gt News List News Articles Mary Jones Recevies Civic Award 2 23 2013 Read Article Mary ones Commodore Report 10 22 2012 Read Article What s happening with the Commodore
139. n races Figure 19 1 Volunteering Opportunities This screen shows upcoming opportunities including the opportunity title and date links to volunteer and how many spots are available Up to 10 opportunities are shown at a time if there are more available paging controls will be displayed If the opportunity is linked to an event in the calendar you can click the link to jump to that event Opportunities are shown in ascending date order based on the start date A club can also define opportunities not linked to a date for example Paint the Clubhouse these will be listed first Click the magnifying glass icon on the Page Tools Widget to search through a longer list of opportunities You will see the following dialog Search For Opportunities Start Date Finish Date Category lt All Categories gt Name Sort by Date O Name EA i serena io ispay is vox Figure 19 2 Search for Opportunities Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 165 ClubExpress User Manual Version 6 6 Searches can be performed by date category and name and the results can be sorted by date or name When you click the View More link the opportunity expands to show the location including an optional Google map link and contact information for the opportunity coordinator as well as individual slots Upcoming Opportunities Starts Friday May 02 2014 Finishes Sunday May 04
140. n the top right corner To start a new thread click Start New Thread in the top left corner To modify your individual preferences for this forum click the My Forum Preferences button You will be taken to the preferences screen in your Profile described in detail in Chapter 8 If you re configured as a Moderator of this forum the Members button allows you to view and update special members in the forum including those who are banned from posting in the forum and those whose messages must be moderated You may also see a Forum Admin button which allows you to change the properties of the forum See below for more details Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 95 ClubExpress User Manual Version 6 6 You can also search in the current forum by entering a value in the Search This Forum box and clicking the Go button All entered words must be present in the message for a match to be made For example searching for red blue green finds messages containing all three words but you do not need to enter any special keywords Note additional options are available on the search page CREATING MESSAGES Click the Start New Thread button to start a new thread You will initially see the simple message editor shown below Post Message r message Subject New Harness Message Icon Info y Message Text ra recently read about the new Harvest Harness for inflating ball
141. n you are done click the Done button on the main screen to exit the Renewal wizard Note however that your club or association may have chosen to disable checks or credit cards so one of these options may not be present Note also that member types that require automated renewal payments do not include the option to store your credit card in the system It will always be stored Finally note that administrators see additional options for handling the payment If you choose to pay by check or if you select credit card but the transaction does not complete your payment is flagged as Pending and can be revived at any time If you have pending payments you will see a Payments link when you log in as well as on the Profile screen Clicking it takes you to the above screen where you can print another invoice or choose to pay by a different credit card Immediate Payment Required If you are registering for an event where immediate payment is required you will see a special warning dialog You have 30 minutes to complete payment by credit card before the event registration is automatically canceled The Print Invoice and Send a Check option is not shown Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 34 ClubExpress User Manual Version 6 6 CONTACT INFORMATION Click Contact Information to modify your name address s phone number s work information and email address You will see a screen
142. ndary and or tertiary members including name date of birth gender and email address This option is more suited to clubs where members join through their personal lives and where tertiary members may be children Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 42 ClubExpress User Manual Version 6 6 Edit Associate x Specify the name and other information for this additional member attached to your account Click Save to save your changes and return to the list of additional members or Cancel to return without saving Relationship Child First Name Bobby o LastName Smith Email bobby smithfamily com Gender Female Male Save Y Cancel X Figure 4 12 Add Secondary and or Tertiary Member Simple Version Alternatively your club or association may decide to collect more complete information on secondary and or tertiary members This option is more suited to associations where members join through their business or professional lives Edit Family Member x Specify the name and contact information for this additional member attached to your account Click Save to save your changes and return to the list of additional members or Cancel to return without saving Relationship Wife Salutation Last Name Address Click here to copy address and contact info from the primary member City State Province
143. nfirmed until the check is received and may be deleted by an event coordinator if there is a capacity limit and others are willing to pay immediately Important Note when non members register for events and pay by credit card an additional Technology Convenience Fee may be added to the transaction This fee is charged by ClubExpress not your club or association and is retained by us Partial Payments Some events may be configured to allow partial payments For example a ski club may organize a multi day trip to a distant ski resort and members will have the option of making progress payments until the total has been paid full amount click it The amount to be paid will change to a text box allowing you to edit this amount The system may suggest a recommended amount and it will enforce a minimum payment Press Tab to move off the field and post your change the total selected for payment will be updated go If you see a pencil icon beside the event total and you wish to pay less than the Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 132 ClubExpress User Manual Version 6 6 Registering for a QuickEvent Some events in the calendar are defined as QuickEvents They have fewer options no fees and you can register for them on one screen in just a few seconds sometimes even with just one click Two screens if you re adding guests Home gt Calendar gt Test Quickevent gt Registration
144. ng in your PIM calendar You can also Save the file then share it with others It can be opened at any time to create the appointment meeting The vCalendar icon is also displayed beside each event in the various List views allowing you to quickly add multiple events to your PIM calendar ClubExpress does not currently support the iCal standard but we will be adding this support in the near future Event Report amp Event Photos If the event has passed the Event Report button displays a ClubExpress custom page with a report on what happened You can also link a ClubExpress photo page to the Event Photos button Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 119 ClubExpress User Manual Version 6 6 Multi Activity Events If the event has multiple activities these are listed below the general event description as shown in the following screen Activities tems lick ths down arrow to the left af the activity item to view the details Q Base Trip Details includes lodging parties etc Does not include air Includes transfers if arriving with main group Discuss with Trip Leader When Monday Apr 20 2015 12 00 AM to 5 00 PM Where Same as event Registration is Required Capacity 24 Available 21 Slots Registration Types amp Fees Member 895 00 5 Day Lift Ticket 3 Day Lift Ticket Visit Mormon Tabernacle Figure 11 6 Events Event Activities Each activity is
145. niversity in Chicago teaching graduate classes He is also the past president of a Chicago car club Dan is married with three children Figure 5 4 About this Blog Click the author s photo and you are taken to the author s Bio page Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 81 ClubExpress User Manual Version 6 6 Recent Posts Below the photo is a listing of recent posts and below that is a month by month archive Click the arrow beside each month to expand or collapse that month Recent Posts Is the show getting tired 4 16 2013 4 06 PM Charge Reasonable Dues 2 18 2013 10 27 AM Renewal and Expiration Not 2 15 2013 10 22 AM Blog Archive Y April 2013 Y February 2013 Charge Reasonable Dues Renewal and Expiration The 3rd P Price There s one in every club Hosting your Club Website Planning your Club Web Happy People Doing Hap Y January 2013 Figure 5 5 Recent Posts RSS Support The blogs function fully supports RSS Really Simple Syndication Your browser zi will detect that the current page supports RSS and will display its standard RSS toolbar icon which can be clicked to subscribe Use your RSS reader s management tools to unsubscribe from a blog You can also click the Subscribe link at the top to subscribe to the RSS feed of this blog BLOG MANAGEMENT FOR AUTHORS If you are a blog author and logged in to the website a pane
146. nk to delete the payment Affected transactions will be marked as paid or partially paid as appropriate This feature works whether the payment covered a single transaction or multiple transactions and whether or not a credit was involved the credit amount is restored to being available An event registration will no longer be considered Paid A donation will no longer be considered Paid New members will no longer be Active they will revert to Pending A membership renewal will be reversed A miscellaneous charge will no longer be considered Paid For all but a membership renewal click the Delete Payment button to confirm the action For a membership renewal you must specify the new membership type expiration date and status Active or Expired Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 49 ClubExpress User Manual Version 6 6 In the Credits section click the Edit link beside an open credit to display the following dialog Edit Credit Credit Issued To Martin Smith Status Available Amount 50 00 Balance 50 00 SelectAction Edit Date 4 22 2013 Amount 50 00 Credit Type For Services Description Membership credit Account Master Membership Dues QuickBooks Item Name Save y Cancel X Figure 4 21 Edit Credit This dialog allows you to adjust the credit in different ways including its disposition There are four available ac
147. ntain forum membership automatically ClubExpress supports multiple views message posting icons forum handles message attachments user pictures rich content within messages and many user configurable options There is also a full suite of administration tools at the forum thread and message levels Forums can be configured to be moderated where new messages must first be approved before they are made visible Individual members can also be moderated so that only their messages must be approved Administrators and moderators can also block members from posting completely if they are not following forum rules Forums can be placed on the public side of the club s web site to make their content available to any site visitor But in this position they will be read only all editing functionality is disabled Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 93 ClubExpress User Manual Version 6 6 NAVIGATING FORUMS Home gt Discussion Forums Discussion Forums amp You have message s awaiting approval Searen a General Interest Forums This is a category description threads posts last post Equipment Public Active 18 31 12 18 2013 This forum focuses on equipment including what to buy for different skill levels and needs how to 1 50 PM assemble and how to maintain Safety issues are handled in the safety forum Board of Directors Public Active 10 13 2013 Anything to do with the o
148. o expand all questions Questions about buying new and used balloons equipment etc How do properly evaluate used equipment How to buy a balloon courtesy of Cameron Balloons amp Cameron Balloons produce a wide range of products for more information on the various products they produce take a look at the pages in the introductory Cameron Balloons section on the product range If you were thinking of buying a hot air balloon there are various bits you will need if you want to fly it The example we have taken is a balloon model Type N90 one of the standard models which Cameron Balloons make This model would be Suitable for sponsorship or advertising use The total cost of the balloon is around 21 885 2000 price but there are 3 major elements to this cost These are the envelope basket and burners However you need more than just these three bits to go flying Any attempt to hang an envelope over a basket and fire hot air into it is sure to end in an embarrassing failure A whole range of other odds and ends are needed to complete the picture The links around the balloon below take you to the glossary section to give you further details on that particular item j Artwork a Price depends what you would like Envelope Scoop k oa 2 SC08 Shadow double burner 3420 Padded covers 4 196 Basket 2440 Inflator fan 1120 Fuel cylinders 4 2348 4 Tether line 50m Other equipment Cushion
149. o suppressed Show name city and state only no work bio or contact information With this option your name city and state are listed in the directory but no Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 38 ClubExpress User Manual Version 6 6 other information is provided This is the default when your account is created unless your club or association has specified a different level e Do not list me in the directory With this option other members do not see you in the directory at all Birthdays and Anniversary ClubExpress allows you to store your date or birth your spouse partner s date of birth and your wedding anniversary Some clubs or associations may not prompt for this information Even if it s enabled it s entirely optional Clubs also have the option of not showing the year for birthdays and anniversaries To remove a birthday or anniversary check the Reset box and click the Save button at the bottom of the screen Social Networking If your club or association has enabled social networking you can create links to your public profile pages on popular social networks FaceBook LinkedIn Twitter Pinterest Etc For each service copy and paste the complete URL pointing to your public profile page For example a typical Facebook URL looks like this http www facebook com martin smith Click the Test button to test your link A new window will be displayed showing t
150. o you The options are o Immediately send messages individually and immediately o Daily Digest send a digest containing all messages o Daily Subjects send a digest containing subjects only each message includes a link to view the complete email online Note that digests may be sent 1 2 3 or 4 times a day depending on the popularity of the forum and how your club or association has configured this option For example if digests are configured to be sent 3 times a day you will receive one approximately every 8 hours e The check box allows you to propagate these settings into every forum that you ve subscribed to that requires such configuration The description of Forum General Preferences screen continues below Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 58 ClubExpress User Manual Version 6 6 Authoring Messages Preferred Text Editor Simple Text Only Advanced With Formatting Tools Message Signature Attach the following signature to each message Full Steam Ahead Jonesy Chicago IL mailto dan clubexpress com AE characters used ters max Do not enter html text Note that the signature is used only for messages created online not posted via email C Check this box to apply the signature settings to all my forums Forum Handle Jonesy Show Name Display my full name with my messages Link to Bio M Display a link to my directory listing bio with
151. of selected photos sorted by their original filename If you see photos in the list that you don t want to upload click the Remove link to remove them from the list You can specify a title caption photographer date taken and tags that will be applied to all photos Once they have been uploaded you might want to edit each photo to individualize the titles and captions When you click Save all the selected photos will be uploaded to the website and placed in your album The screen will reposition to display a progress bar Click Cancel to close the dialog without uploading Note that you should not attempt to upload more than 100 photos into an album at a time Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 72 ClubExpress User Manual Version 6 6 Important Note Only upload photos that you have the right to upload i e you hold the copyright or the copyright holder has granted permission for the photo to be uploaded If you upload photos without permission of the copyright holder you run the risk of being sued for unauthorized use of copyrighted material Add One Photo Select this option to upload a single photo and place it on the album You will see the following dialog Add Edit Photo Q This screen allows you to upload a single photo to the website Select the file from your local hard disk or network then complete the fields below Tags allow admins and other users to find this p
152. ok Systems All Rights Reserved Page 156 ClubExpress User Manual Version 6 6 Checking Out as a Member When members begin to check out the system already knows who they are since they logged in to receive member pricing The process has three screens Home gt Storefront gt Shopping Cart gt Checkout Checkout Shipping Info Shipping Personalized Gift Message Information Shipping Information Shipping Method lt Beleats k Send To My Primary Address Shipping Information Name Barbara amp Cliff Jones Organization Title Address 1 1930 Thoreau Drive North Address 2 Suite 155 City Schaumburg State Province Illinois B Zip Postal Code 60173 Country UNITED STATES Show All Countries Gly Ge Figure 17 9 Member Checkout Step 1 Shipping Address The first step is to specify a shipping method and destination The system allows members to select their primary address their alt address if one is defined and a completely different address Clicking Next allows you to specify whether or not this is a gift Home gt Storefront gt Shopping Cart gt Gift Options Gift Information Shipping Personalized Gift Order Summary and Information Message Payment Is this a gift Yes No Gift Message Figure 17 10 Member Checkout Step 2 Gift Info Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 157 ClubExpress User Manual Version 6 6 I
153. ome Northwestern Balloon Club democlub clubexpress com AddThis Figure 2 6 More Sharing Options Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 12 ClubExpress User Manual Version 6 6 PAGE TOOLS WIDGET Floating on the right side of the website is the Page Tools Widget Figure 2 7 Page Tools Widget This widget appears on every page and may have between four and six icons The dotted section at the top can be used to click and drag the widget to a different position on each page The first icon question mark displays the context sensitive help system providing instructions for the current page or module The second icon printer provides a Print this page function The third icon AA expands text on the current page to make it easier to read for older readers and others with reduced eyesight The fourth icon up arrow jumps to the top of the screen S805 a De Selected pages may also display a magnifying glass icon providing Search tools specific to that page Over time we will enable this icon in additional places Users with admin rights over a page or function may see a pencil icon at the end of the list allowing them to jump to the Admin side of the function or to edit the content of the page N The Page Tools Widget will retain its position for up to 7 days if you drag it off to the side of the browser
154. ook like this Figure 2 2a Login Panel logged in ee Martin Smith v Martin Smith info clubexpress com 847 255 0210 4 Profile Renew oO Payment Due Logout Figure 2 2b Login Panel hovering over the name arrow e Site visitors and members who have not yet logged in will see the phrase Member Login Clicking this link brings up the login page allowing members to log into the site and view content reserved for members only e Members who have logged in will see a their name and a down pointing arrow Hovering over the name and arrow displays the drop down menu shown above with links to the Profile screen the member s Bio screen and a Logout link e Members who log in and whose membership is up for renewal will see the red icon shown above on the left This is a shortcut to the renewal page allowing members to renew their memberships with a couple of mouse clicks A Renew link will also appear in the drop down menu Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 9 ClubExpress User Manual Version 6 6 e f your club has enabled Trial memberships trial members will see the same link to upgrade their memberships e Members who have pending payments will see the second red icon shown above symbol This is a shortcut to the Payments screen allowing members to pay online or print an invoice to mail a check A Payment Due link will also appear in the drop down men
155. oon without tangling or damaging the envelope or ropes Has anyone had any experience with this kind of harness Regards Marty Balloons R Us Figure 8 3 Post Message basic editor Specify the subject and optionally a message icon from the drop down list the icon is displayed beside the drop down Then enter the message text and click Post Message The message will be added to the forum In your profile you can also set an option to use a version of the advanced content editor described in detail in Chapter 20 If you are moderated in the forum or the forum as a whole is moderated you will see this message displayed after you create and save the post Note that if you are also a moderator your message will post immediately Home Forums Version2 all active members public New thread saved pending review Figure 8 4 Message if member or forum is Moderated Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 96 ClubExpress User Manual Version 6 6 Adding Attachments to a Message To add attachments if allowed by the forum click the paperclip icon at the bottom of the window The screen will refresh to show the following panel Attachments up to five sllowed Browse Remove Add Figure 8 5 Adding an attachment to a message Click the Browse button and select a file from your computer or network It will be added to the message If
156. or each activity The event activities page keeps a running total of registered activities and fees When you finish registering for individual activities click the Next button to proceed to the next page If event specific questions are defined this screen will be displayed next If a release agreement is required this page is displayed next If neither is required the summary page is immediately displayed 4 Answering Event Specific Questions If the event has event specific questions a page similar to the following is shown Home gt Calendar gt Balloon Maintenance gt Registration Event Registration Additional Information Event Balloon Maintenance When Friday May 1 2015 9 00 AM until 5 00 PM Where Flying Field 1000 Forest Drive Anywhere IL Payment Payment In Advance Only Registration Questions What is the highest level of certification you have achieved Pilot B Registrant Questions 2 Questions for Martin Smith What kind of sandwich do you want for lunch Roast Beef B Questions for Mary Smith What kind of sandwich do you want for lunch Tuna B Figure 11 11 Event Registration Wizard Event Specific Questions Questions can be defined at any of three levels e For the registration as a whole e For each registrant including guests added to the registration e For each registrant signed up for a specific activity this option is only shown for multi activity event
157. oto a preview is shown in the right panel You can also Shift Click and Ctrl Click to select multiple photos at a time but the preview panel will only show the first selected photo in the list Click the Select button to add the selected photo s to the album or Cancel to close the dialog without adding photos Add Multiple Photos Select this option to upload multiple photos and place them all on your album You will see the following dialog Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 71 ClubExpress User Manual Version 6 6 Add Multiple Photos Select Files FileName Title Status bigstockphoto__Aug_ Day_Trip__ 232829 jpg Refiections Remove Select Files bigstockphoto_Aerial_ Rural_Hot_Air_Balloonin 641929jpg Aerial_Rural Remove bigstockphoto_Air_Balloon_165031 jpg Candy Striper Remove Photographer Martin Smith Date Taken 4 13 2013 Allow Download of Hi Res Versions Select Master Tag s summer red stripes Save f Cancel X Figure 4 37 Add Multiple Photos Click the Select Files button to display a standard File Open dialog Navigate to the folder containing the photos you want to upload Click the first photo then use Shift Click to select a contiguous set of photos or Ctrl Click to select discontiguous photos You can only upload photos from one folder at a time When you click the Open button you will see a list
158. ou don t need to learn complex HTML programming to create pages in f atiems This editor is like a simplified word processor allowing you to create and modify content us Colopexies you are already familiar with For example here is a header Ignore eatures ignore All Change Manually Add to dictionary It also supports different foreground and background colors as well as bold italic and underlining You can This editor supports indenting Figure 20 7 Spell Check Dialog Misspelled words are highlighted in yellow There is a small popup menu below the first misspelled word showing available options Other words which might be what you intended to write Ignore just this occurrence Ignore all occurrences Change manually A small window will appear to edit the word Add to dictionary so that this spelling will be OK from now on Click the Finish spellchecking button to exit from spellchecking mode Click the Cancel button to cancel your changes and exit spellchecking mode Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 184 ClubExpress User Manual Version 6 6 Appendix A Posting to Social Networks INTRODUCTION Members who are blog authors or who have the ability to create QuickEvents can also push content to your club s social networking pages including Facebook Twitter and Linkedin In order to do this you need to explicitly authorize ClubExpress
159. page Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 177 ClubExpress User Manual Version 6 6 Links can be represented in three ways using text a ClubExpress style button or an image If you select Text or Button the next field prompts for the text to be used If you select Image the field is replaced by a button that displays the ClubExpress Select an Image window described in the following section For linking to another ClubExpress module a custom web page or a photo page or an external website you also have the option of having the target page appear in the same window customary for another ClubExpress module web page or photo page or a new browser window customary for linking to an external website Click Save to save your changes or Cancel to discard them Both buttons close the window and return you to the page editor Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 178 ClubExpress User Manual Version 6 6 INSERT PHOTO Clicking the Insert Photo toolbar button displays the following popup window Select Photo x Enter one or two tags and click Show Photos to see photos with these tag s Click the Master Tags button to select one of the master tags as a search criterion Select one or more photos from the list using Shift Click or Ctri Click then click Select to add these photo s to your page Matching Tag balloon Select M
160. peration of the club including board meetings finances bylaws facilities 9 25 PM etc Day Trips Public Active 3 23 2013 Discussion forum for arrange Day Trips with other club members 12 26 PM Member Buy Sell Trade Public Active Forum for members looking to buy sell or trade items with other members NW Balloon Club is not 7 14 2013 involved with these transactions which are between members directly All transactions are at the 11 56 PM member s own risk Figure 8 1 Forum categories and forums This screen shows the forum categories and forums defined by your organization Each forum includes a brief description of the forum s purpose the number of threads and posts in the forum and the date and time of the last post Next to a forum s name is its Visibility setting Public Club Members Only or Forum Members Only and its Status setting Active Not Active Locked or Archived Admins will see these settings for ALL forums Moderators and coordinators will only see visibility and status links for the forums they moderate coordinate Click Search to search for specific messages Click Our Discussion Forums Policy if shown to view the club s policies for maintaining harmonious and smoothly running forums These options are described in more detail below Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 94 ClubExpress User Manual Version 6 6 Drilling into a Forum Threads of Messages
161. play Notifications and major public holidays These are not clickable Click the mini calendar icon to add this event to your personal calendar This option uses the vCalendar standard to communicate with other applications If a small letter on a colored background appears beside the event title this indicates that the event belongs to a chapter district or region The letter and color can be changed to match the type name of your subgroup and your website color scheme a f j Add QuickEvent The View panel may include an Add QuickEvent button visible to members only when they are logged in An event calendar option allows clubs to allow their members to create QuickEvents on their own without getting an administrator or event calendar module coordinator involved When this button is clicked a single screen is displayed to define the QuickEvent Clicking Save on this screen immediately creates the event For more information on this option see the special section below Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 116 ClubExpress User Manual Version 6 6 Searching and Filtering a Clicking the Search icon on the Page Tools Widget displays the following panel Search For Events Category lt All Categories gt Show Events For Windy City Morgan Owners Group Metro Area lt All Metro Areas gt Events not associated with a Metro Area will be included Title Description
162. ports email posting and or delivery Use Email Address allows you to control the email to which forum messages are sent on a forum by forum basis You can use your primary email the forum s general default or a completely different email address just for this forum Click Save to save your changes and return to the Profile menu If you want to return without saving changes click Cancel Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 63 ClubExpress User Manual Version 6 6 THREAD SUBSCRIPTIONS Click Thread Subscriptions to view forum threads to which you are currently subscribed You will see a screen similar to the following Home e Member Profile e Thread Subscriptions Thread Subscriptions This screen lists your current thread subscriptions Check one or more threads and click Unsubscribe to remove subscriptions New Burner Anyone Tried Forum Equipment Sticky Release Value Forum Equipment Used basket and frame Forum Equioment Check All Un check All Unsubscribe Return to Previous Page Figure 4 29 Thread Subscriptions Check the threads from which you want to unsubscribe then click the Unsubscribe button You can also click the Check All and Un check All links Click Return to Previous Page when you are done Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 64 ClubExpress User Manual Version 6 6 USER N
163. r Manual Version 6 6 Identification e Forum Handle allows you to specify a name to use within forums This does not need to be your login name although this is the default choice If you are known within your club for a particular area of expertise or interest you might select a name reflecting that reputation e The Show Name checkbox controls whether your name is attached to messages in addition to your handle If you wish to remain anonymous uncheck this option You can also specify a different name from the one under which your club membership is defined e The Link to Bio checkbox controls whether other users will see a link on your forum handle that jumps to your bio screen in the Membership Directory module e The Show Location checkbox controls whether your location is attached to messages If you wish to keep this information confidential uncheck this option You can also specify a different city and state from the ones under which your club membership is defined e With the Local Time option correctly set you will see when other messages were posted relative to your own location Our servers are located in the Central Time Zone so messages are normally tagged with their date time of posting based on this time For example if you are located on the west coast specify 2 for this option Then when you are viewing a message posted on our servers at 10 45 AM CST it will show 8 45 AM as your local time when t
164. r in blue or a similar non cautionary color based on the current template theme and style sheet SociAL NETWORKING LINKS If your club or association has a presence on social networking services such as Facebook Twitter and LinkedIn you can configure links to these pages These links will appear on a special panel towards the top of your website 0O Figure 2 4 Social Networking Links In the above example the first link is to the club s Facebook page You can also enable a Sharing link the second one above to allow members and non members to share interesting website content on their personal social networking pages or feeds Clicking this link displays a screen similar to the following 1 The crumb trail is named after the story of Hansel and Gretel who left a trail of breadcrumbs into the forest to help them return after being abandoned by their wicked stepmother Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 11 ClubExpress User Manual Version 6 6 Member Calendar All about Figure 2 5 Social Networking Sharing Links This panel allows members to share content on Facebook Twitter Pinterest or LinkedIn It will also show the count of how many times the page has already been shared Clicking the orange sign displays additional links including a More option that leads to almost 300 other services Share Sign In x Tumblr Q Email App H
165. r with special functions then a word and character count Many functions work on a block of text that has been highlighted by dragging the mouse cursor over the text The editor also supports Drag and Drop to move highlighted text from one part of the page to another Click Save to save your changes or Cancel to discard them You will be asked to confirm a Cancel operation Both buttons close the window and return you to the previous screen Important Note You should save your work every 15 20 minutes to maintain the currently logged in session If you don t do this the system may close the active session and you risk losing all your work This session timeout varies based on your level of access for administrators it s 60 minutes The system will give you a warning approx 5 minutes before a session is due to expire Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 170 ClubExpress User Manual Version 6 6 TOOLBAR FUNCTIONS The following table explains each toolbar button Many use the same icon and perform the same function as a typical word processor such as MS Word Some functions require a more detailed explanation these are described in the following sections The following table explains each toolbar button Many use the same icon and perform the same function as a typical word processor Some functions require a more detailed explanation these are described in the following section
166. re info 7 10 2008 10 02 AMReply Thanks for the link 7 10 2008 10 05 AMReply I m with Martin This site is great Quoted Text Thanks for the link 7 19 2012 5 10 PM just a test reply With an edit Figure 8 8 Messages in a Thread Flat View This view shows every thread message fully expanded You cannot see the hierarchy of messages but it is easier to browse and read everything without having to continually click to a new message New messages since your last visit are flagged with a special symbol Messages with attachments have an attachment section below the body of the message Flat view can also be sorted by Post Date For each view users can separately configure the number of messages to show If there are more messages than can be shown on one page the Prev Next and paging controls will be active allowing you to move to any page of messages within the current thread To return to the list of forum threads click the Return to Forum button in the top right corner Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 99 ClubExpress User Manual Version 6 6 Subscribing to a Thread When this option is enabled you will see a Subscribe button at the top of the screen Click it to subscribe to a thread Whenever a new message is posted to the thread you will be notified by email If you are already subscribed the button changes to Unsubscribe Click it to no longer re
167. reported as anonymous although the administrator will still Know who made the contribution Click Proceed to Payment to finalize and pay by credit card or by printing an invoice and mailing a check Contribution Details Contribution Date 08 19 2014 Amount m0 Contribution in lt Select gt Comment Do you want this to be reported as an anonymous contribution Yes No How do you want your name to appear in the Contribution Records Barbara amp Cliff C Jon es Notify Do you want the Club to notify someone about your contribution C Yes No Does your employer or your spouse s employer match gifts Yes No Not Sure mnsan ehanan Figure 10 2 Making a Donation into a fund Logged in members see the screen above Non members or members who have not yet logged in see a set of fields to collect their name and basic contact information followed by the Date and Donation Amount There is also a prominent warning and link for members to login Non members who have previously made a donation or attended a club event can search for their record in the non member database so that the new donation is linked to the existing record The Donation Date field is editable for admins only for all other users it will show today s date Use the Comment field to attach a note to the donation it will be included in the confirmation email and on donation reports For example We specifica
168. ress from your profile If its used again to send emails to you it may appear again in this list Ignore Error do not fix for now This is the default choice if you don t take any action The error will continue to appear in this list Click Save to save your choices and return to the Profile screen or Cancel to return without saving Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 78 ClubExpress User Manual Version 6 6 Chapter 5 Blogs INTRODUCTION ClubExpress includes a powerful Blogs weB LOG module that allows knowledgeable club or association members to publish periodic articles of interest The system maintains a history and allows readers to navigate through all published articles RSS is fully supported allowing readers to subscribe to a blog feed so that they are notified when a new blog entry is published The system includes a full set of blog management and authoring tools using the advanced content editor to allow blogs that include formatting images videos links etc In the ClubExpress model an administrator or blogs module coordinator creates a blog and then hands it over to a blog author to manage So if you want to author a blog on the club s website contact an administrator Blogs will generally be accessed via a choice on the menu A typical Blog opening screen is shown below Dan Ehrmann is the co founder and CEO Fes of ClubExpress His blog explore
169. rint Invoice and Send Check option and press the button with the same name A printable version of the page will be displayed which includes instructions on how to make out your check and where to mail it Fields marked require an entry Purchase Product 2 4 2015 Ref 2847 Due 46 60 Pay 46 60 Club T shirt Small Blue 2 12 50 25 00 How to Build amp Fiy Hydrogen amp Hot Air Balloons 10 00 Sales Tax 2 10 Shipping Handling 9 50 Transaction Total 46 60 Total Selected For Payment 46 60 Select Payment Method lt Select Payment Method gt B Review the payments due and select the items you wish to pay for now Then select a payment type and follow the instructions provided r Refund Policy All payments are final We do not provide refunds for membership signups and renewals event registrations donations storefront purchases or other misc charges Please carefully review the charge s checked above and be sure you know what you are paying for The refund policy is set by Northwestern Balloon Club If refunds are available requests must be directed to Northwestern Balloon Club they cannot be handled by ClubExpress Submit Payment A ancel Paymen Figure 17 14 Payment Screen Each order is a single transaction This transaction will have multiple line items one for each item in the order as well as items for shipping handling based on your chosen shipping method and sales
170. rook Systems All Rights Reserved Page 158 ClubExpress User Manual Version 6 6 Clicking the Back button at the bottom of the screen allows the user to navigate back through the wizard Clicking the Cancel Checkout button cancels the checkout process but leaves the shopping cart intact perhaps because the member wants to add more products before checking out Clicking Continue to Payment creates the order and takes the member to the standard pending payment screen to complete payment An order confirmation email will be sent but the order is not complete and ready to be filled until payment is recorded Checking Out as a Non Member When non members or members who have not yet logged in create a shopping cart and then check out they will see a four step process with the first screen being different Home gt Storefront Shopping Cart gt Checkout Customer Shipping Personalized Gift Order Summary and Information information Message Payment ith Checkout button On the next page you will be able to use this address for Club Member Login to check out with member pricing Have you previously placed an order or are you on our mailing list Click here to search In addition to your name please enter your address phone number and email address This will allow us to contact you if necessary Contact Information First Name Middle Initial Last Name Address 1 Address 2 City State Province Zip Postal Code
171. rough ClubExpress credit cards and checks sent to us can only be cancelled not deleted A credit will be added to the member s account e Transactions that were paid directly to the club check cash etc or that were comp ed or written off can be canceled or deleted e Unpaid transactions can only be deleted These new options are especially useful for cleaning up the transactions and payments that you did in Trial mode to leave the transaction and payment histories as clean as possible Note that deleted transactions cannot be recovered they are gone And cancelled transactions cannot be un cancelled When you have finished click Return to Previous Page to return to the Member Profile menu Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 47 ClubExpress User Manual Version 6 6 PAYMENT CREDIT HisTORY This option allows you to view the payments you have made through your club s website When you select Payment Credit History a screen similar to the following is displayed Home Control Panel Member Manager Member Profile Payment Credit History o This screen lists the pay nade by this member includin ip dues and even ations Payments Date Payment Type Amount Receipt Maintain 12 17 2007 Cash to club 30 00 Receipt Edit Delete 11 28 2007 Cash to club 21 36 Receipt Edit Delete Payments Total 51 36 Credits Date Credit For Status Amount Balance 3 31 2008 Vol
172. s Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 128 ClubExpress User Manual Version 6 6 Answers may be required in different formats including text number date or date part Yes No or a selection list Some answers may be required while others are optional When you have answered the questions click Next to proceed to the next screen 5 Signing a Release Waiver Agreement If a release agreement is defined this page is displayed next Click the I agree on behalf of myself and everyone included in this registration checkbox to signify acceptance of the agreement and then click the Next button to display the summary page above If the event has both questions and a release agreement the questions page will be displayed first then the release agreement page Note that the system will store the date and time when the release agreement was signed 6 Summary Page The Summary page is always the last page in the event registration wizard For a single activity event with no guests no event specific questions and no release agreement the wizard only has two screens If guests were added to the registration these will also be listed The system will show who is signed up for each activity and any event fees based on the registrant and guest types already specified And if there is no fee the summary page will confirm this fact Copyright 2004 2015 Gembrook Systems All Rights Res
173. s Top Row EP De T nb bik Cut the highlighted text to your computer s clipboard The shortcut key Ctrl X performs the same function Copy the highlighted text to your computer s clipboard The shortcut key Ctrl C performs the same function Paste text from your computer s clipboard at the current cursor position The shortcut key Ctrl V performs the same function Note that the system will block attempts to paste an image copied to the clipboard because the resulting HTML would be in a binary format that many browsers cannot handle Images should instead be uploaded to the website before they are inserted into your content using one of the other toolbar options Paste text from Microsoft Word stripping out the overly complex formatting that Word places there Note that if you try to paste Word content using one of the other paste options or the keyboard shortcut the system will also strip out most Word specific formatting because it can wreak havoc on a well formatted HTML page Paste plain text from another application The editor will strip out any complex formatting it finds Paste text in as HTML The editor will convert the text into simple HTML before pasting Undo one or multiple changes The shortcut keys Ctrl Z and Alt Backspace perform the same function Click the reverse arrow to undo the last change or the small down arrow to select which changes to undo Copyright 2004 2015
174. s discussions event calendar and registration and financial management using the Internet Every club or association that signs up for ClubExpress gets its own web site with content for visitors that promotes the organization and its activities Members log in to see members only content including a complete membership directory and profile Other functions such as discussion forums are also reserved for members only When administrators log in they have access to additional functions for managing the organization including financial tracking web site configuration event management and other tasks THis USER MANUAL This user manual is designed for club or association members only It does not include discussion of coordinator and administration functions which are described in a separate manual Some functionality within ClubExpress applies only to clubs that have chapters rw districts or regions subgroups within the main club or association If your club does not have these subgroups this functionality will be completely hidden If functionality applies to subgroups it is described with the icon to the left E Within ClubExpress every screen also includes a link to an online help system 2 on the right side floating Page Tools Widget that includes all of the material in E this manual There is also instruction text on many screens And if anything is not clear you are always welcome to call us toll free at 1 866 HLP CL
175. s User Manual Version 6 6 ACHIEVEMENTS If your club or association has enabled member achievements select this option to view update achievements for this member For members themselves this screen will be read only only an administrator or Member Manager coordinator can edit this data You will see a screen similar to the following Home Member Profile Member Achievements Member Achievements 1e s achieve ese ed on the member s profi e the links in the Maintain column to Edit or ent Pr e Add Achievement button to an achievement and the Dispiay Sequence button to change the order in which the Achievements are displayed here and on the Member s profile Dates Achievement Maintain 2009 2010 President a ae E q 2008 2009 President Elect 2007 2008 Club Treasurer ig Figure 4 15 Achievements Click Add Achievement to create a new achievement You will see the following screen Add Edit Achievement for Martin Smith Q Enter the Achievement dates and description Click Save or Cancel to return to the member s Achievements list Dates 2009 2010 Description president Leg Max 300 characters 291 characters left Save f Cancei X Figure 4 16 Add Edit Achievement Enter a free form date and description then click Save to save your change or Cancel to cancel without saving Click the Edit link to modify an existing achievem
176. s how to ar build and maintain strong clubs and how EEFT to get the maximum out of a too such as ClubExpress view bio Figure 5 1 Blogs main screen For non members this screen will show all blogs that are flagged as visible to the public Members only blogs are not shown unless you are logged in Click the Read Blog button to read the most recent entry for a blog You will see a screen similar to the following Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 79 ClubExpress User Manual Version 6 6 Is the show getting tired 4 16 2013 4 06 PM Been very busy here at ClubExpress moving to a new office then my A s wife and I visited New York for the engagement of my nephew Apologies p4 for the break in posting While in New York we naturally took in a Broadway show specifically Chicago Having seen and loved the movie which won multiple Oscars including Best Picture we thought it would be a good choice The musical has been running on Broadway continuously since 1996 holding the record for the longest running revival at more than 6700 performances and counting And frankly it shows The musical was a big disappointment for us THe staging is minimal since the orchestra occupies most of the stage leaving just a narrow area in front There are no sets to speak of and minimal props Some of the actors were great but others really seemed to just be going through the mo
177. sary changes The list of available membership types comprises all available types including those which are not available to members when they join such as complimentary memberships Then click the Next button at the bottom of the page to continue to the next step Membership Status Expired 7 1 2004 Membership Type Famil 40 00 v All people living in a household New Expiration Date 12 29 2005 T Current Total 40 00 Figure 4 2 Renewal Select a membership type and click Next If your membership includes additional secondary and or tertiary members or if your association supports chapters you will next be able to update this information since it may affect the membership fee you are charged If additional charges are defined you will also have the opportunity to add them to your current total You might also be asked to affirm the club s Joining Agreement The next screen is the payment summary giving you an opportunity to review the information entered From this screen you can proceed to the payment screen to complete the renewal Payment Click the Finish and Proceed to Payment button A screen similar to the following will be shown Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 31 ClubExpress User Manual Version 6 6 Home Control Panel Pending Payments Make Payment Make Payment for dan j nitzel 89 The list belov s outstanding payments du
178. sers to display this hierarchy even if one of the maps is configured by default Viewing International Chapters If your club or association has chapters outside the US and Canada you can optionally display a special button that when clicked displays a list of these chapters Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 90 ClubExpress User Manual Version 6 6 Chapter 7 Committees The Committees module allows clubs and associations to track the various committees and other organized groups of members that are chartered to fulfill the group s objectives Committees include the Board of Directors and its sub committees as well as working groups built around events publicity the newsletter or website In the ClubExpress model committees can be created or deleted at any time Committees can be open where any organization member can be a member of the committee and duration is not tracked or closed where the membership is fixed and members have a term of office such as with the Board of Directors A typical Committees screen is shown in the figure below Home gt Committees Region MidwestBungy Jump View Members Tech SIG Discuss technology issues View Members Northwestern Balloon ClubBoard of Directors Manages the club and sets the direction for long range planning Subcommittees View Members Long term Planning Chase Committee Responsible for coord
179. similar to the following Jome Member Profile Contact Information Contact Information This screen allows you to enter more contact information than was supplied in the Membership Application pecify a Nickname to be used in correspondence The Secondary Address can be used if you spend a ignificant part of the year living at another location Use the Enable checkbox to activate this address in place of the Primary Address General Information Member Number 3 Tite Mr FirstName Marin Middle Initial Last Name smith Nickname Skippy Spouse FirstName May SpouseLastName t Primary Address Address 1 123 Main Stref Address 2 pt2 City Chicago State Province Minois Zip Postal Code 60601 Country UNITED STATES Home Phone 312 555 3456 S S Figure 4 6 Contact Information ClubExpress provides two versions of this screen one for clubs where members generally join as individuals and one for associations where members generally join through their work or business Behind the scenes each form collects the same basic information Required fields are indicated with a red dot The Nickname Spouse Name Secondary Address and Work Information fields are optional and may not be visible if your club or association is choosing not to collect this information You may also see an option to receive a printed newsletter or to download t
180. sktop Appleworks Entourage etc When you click the icon a standard dialog will be shown asking if you want to Open or Save the file Clicking Open creates a new contact record You can also save the file to your local hard disk and share it with others or open it at any time to create the contact record This feature is sensitive to the visibility settings chosen by the member it will only include contact information that the member has chosen to show Social Networking Links If the club has enabled social networking links and the member has configured their profile information for any of these links the appropriate logos will be displayed in the Social Networking section Click a logo and a new window will open with that member s public profile on the appropriate service Photo Albums If the club has enabled member level photo aloums the system will place links to these photo albums in the appropriate section Click the down arrow to view this section then click an aloum name to view it Blogs If the member authors one or more blogs on the club s website you will also see links for each blog Click the down arrow to view this section then click a blog name to view it Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 143 ClubExpress User Manual Version 6 6 Interests If the club or association has enabled the Interests function a member s interests will be shown in the Bio Click the dow
181. ssages Search Type All Words O Any Words O Exact Phrase Advanced Boolean O Fuzzy Post Date Range Any Time Select Forum All Forums Figure 8 10 Forum Search Type in one or more words for which to search and specify a search type date range and forum All Words The system will find every message that includes all of the specified words For example if you specify red blue green the system does an internal search for red AND blue AND green finding matching messages that include all three words You do not need to include the word AND in your search Any Word The system will find every message that includes any of the specified words For example if you specify red blue green the system does an internal search for red OR blue OR green finding matching messages that include any of the listed words You do not need to include the word OR in your search Exact Phrase The system will find the exact phrase that you entered For example if you specify red and green balloons the system finds messages that include that exact phrase case insensitive Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 103 ClubExpress User Manual Version 6 6 Advanced Boolean With this option enabled the system allows you to construct an advanced search including the following special operators AND OR NOT NEAR Parentheses to indicate grouping Quotation mar
182. ssword If you press Cancel to close this screen without making a change your original password is retained But if you want to change your user name your password must be re entered twice even if it does not change Your User Name is made up of letters and numbers and must be unique within your club It is not case sensitive It can be up to 50 characters long Passwords can be up to 50 characters long and may include anything even punctuation symbols The password is case sensitive The system will display a dynamic password strength meter as you type Stronger passwords include a mix of upper and lower case letters numbers punctuation even spaces Check the Remember me on this computer option so that you don t have to enter your user name and password each time When you click Member Login you will be logged in automatically Uncheck this option to require a user name and password each time you log in You should not use this option if more than one person uses this computer to login to this website for example if you are using a computer at a public library or if two family members share a computer otherwise the other person will not be able to login under his or her account Click Save or Cancel to close this screen and return to the Member Profile Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 65 ClubExpress User Manual Version 6 6 INTERESTS If your organization has enabled
183. t Committee News The Education Committee is planning an Intermediate class for the f Figure 2 10 Main Website screen on a smartphone At the top is a standard link for non members to add themselves to the club s mailing list Below that is the page header You can define a special header just for the mobile version of the website If you don t do this you will see a portion of the club s standard page header Below that is a common content box This panel appears on every page but it is initially collapsed Tap the down arrow icon to expand it The system allows you to define two of these content boxes one at the top below the page header anda second just above the footer Next you will find the home page As with the page header ClubExpress allows you to define a special home page just for the mobile version of the website If you don t do this the standard home page will be displayed but it may not be entirely suitable for use on a mobile device Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 17 ClubExpress User Manual Version 6 6 At the bottom of the screen floating above the content is a standard toolbar with the following options Tapping this icon displays the website menu See below Tapping this icon allows you to login to the website See below When you are logged in the Login icon changes to this one Tapping it displays your individual Profile menu See b
184. t and fill in the quantity and additional information if any and press Order Now to order the item Option Large 25 00 B Quantity 1 Total Cost 25 00 Figure 17 3a Add Product to Cart Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 152 ClubExpress User Manual Version 6 6 Select a variation and specify a quantity the Total Cost will adjust automatically Click Add to Cart to add this product to your shopping cart or Cancel to close the dialog without adding the product Some products may have the option of add ons For example your club might offer a sweatshirt with optional embroidery for an extra fee If this is the case the dialog will have additional options Club Sweatshirt the opton you want and f tinftormator it any Option Large 25 00 B Quantity 1 Add on Yes please No thanks Specify up to 3 letters to be embroidered on your sweatshirt Additional 10 00 per item DHE 3 of 3 characters used Total Cost 35 00 Figure 17 3b Add Product with Add on to Cart Add ons can be optional or required A question will be asked and the system will provide a field for the answer In the above example customers have the ability to have up to 3 letters embroidered on each item If you know what product you want to order you can click Add to Cart directly from the product listing screen without drilling down to view details The sam
185. t Cancel X Figure 20 6 Insert Audio Video Flash Select the first radio button to upload a new file and store it in a folder within the Documents module Select the destination folder and the file from your local hard disk Click the second radio button to select a folder and a file from that folder that was previously uploaded Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 182 ClubExpress User Manual Version 6 6 The system will detect the file type and give you an error if a non supported file was uploaded For video and Flash files specify the width and height for the panel this information can often be found in the file properties window of the file on your local hard disk For audio files specify the width of the audio control panel only You can also check the Auto Play box so that when the page is displayed the sound or movie file will start playing automatically instead of waiting for the user to click a Play button Click Save to place the media file on the page or Cancel to return to page editing without placing the media file The following file formats are supported However please note that some browsers and platforms PC Mac and Linux may require special add ins to support certain file types For example Mac users will not be able to view Windows based formats without a special QuickTime add in SWF Flash movie FLV Flash video WMV WMA AVI Windows Media video audio
186. tax if charged Select a payment method then follow the instructions to enter the required information and submit the payment for processing If you pay immediately by credit card your order is flagged as Ready to ship If you choose to print an invoice and mail a check your order cannot be shipped until the check is received and recorded in the system Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 161 ClubExpress User Manual Version 6 6 DOWNLOADING DIGITAL CONTENT If you have ordered digital content the confirmation email you receive will include a link to your Download Bank This is a list of documents that you can download It is also available as a link from your member Profile You will see a screen similar to the following Home Member Profile Download Bank Download Bank dp he double arrow to see th Status Links Available Download Description The rules by which the club is organized including policies and procedures Format Acrobat PDF File Size 22 Downloads 0 Clear Click this button to clear all documents which can no longer be downloaded y Click to view File Readers and Utilities for download Return to Previous Page Figure 17 15 Download Bank Click the Download link to download a document Click the double arrow on the left of the title to view details of a document Click the Clear button to remove any document from the list
187. te a selection from a list or a text response Each question will have an answer field beside it which is appropriate for the question Required questions are shown with a red dot Some questions may be editable by administrators only Click Save or Cancel to return to the Member Profile screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 36 ClubExpress User Manual Version 6 6 MEMBER DIRECTORY Click Member Directory to update the information shown in your membership directory entry including a personal bio and your directory photo You can also choose what level of contact information to display You will see a screen similar to the following Home Member Profile Member Directory Member Directory Martin Smith This form allows you to store additional information to be shown in the Membership Directory Use the Visibility drop down list to decide what level of information should be displayed You can also enter a brief personal biography and upload a photo Visibility Show all information Social Networking Copy and paste the URL fram your sonal social networking site to the respective text box below Make sure to copy the entire URL from your b address bar j e hitps www face http www linkedin com in martinsmith http www twitter com martinsmith http www pinterest com martinsmith f http www facebook com martinsmith rs
188. tem SClOGN aie stccesceteccet cases vated at ears deren levees eceniaavedact 145 Figure 16 1 Photo Album Index cccccceesecceeeeeseeceeseeeceeeeeseeeeeeesseeneneeneees 146 Figure 16 2 Photo Album Search ToOols cc cccceeeeeeeseneeeeeeeeeeeeeeenneeeeeeees 147 Figure 16 3 A Typical PAOto P ag Cisse ccecedea neds eccgentgvietencbtiweataeetives 148 Figure 16 4 Sharing a ONOle cancers sites ven needa ce erie Cel ea eiee 149 Figure 17 1 Storefront opening SCreen cccecceeeeeeeeesceeeeeeeeeteeeesseeeeeeeees 151 Figure 17 2 View Product Details eeeeeeesecceeeeeeeesneceeeeeeeeeeeeeesnaeeeeeeeees 152 Figure 17 3a Add Product to Cart cccccceecesseccceceeeeeessseceeeeeeeesesnnnseenaaeeeeees 152 Figure 17 3b Add Product with Add on to Cart cc eeeeeeessseeeeeesneeeeeenaes 153 Figure 17 4 Storefront Specials ecg edess ons neice sheen tates etcapewdenenradpaberwee waned 154 Figure 17 5 Storefront Categories ccccececceeeeesecnecseseeeeeeeeceeeeeseneeeeneeees 154 Figure 17 6 Product Search ss sicceeteectsiarineed dateeraialnede mete aaa aeart 155 Figure 17 7 Shopping Cart Popup zccs cccccepectoccceeetecdnd ciadea cecenneasetdadettecceanee ss 156 Figure 17 8 Shopping Cart 2 cccc2 as sccateaccanctes igtenten ancegedyacera spaeetenpeeebenspaeetenett 156 Figure 17 9 Member Checkout Step 1 Shipping Address 00eee 157 Figure 17
189. tered Bobbi smith Members amp Guest s Mary Smith Members amp Guest s Tertiary Members Bobby Smith Members amp Guest s Figure 11 9b Add Another Member Select Default Registrant Type to change the registrant type for all secondary and tertiary members attached to the membership You can also change their registrant type or unregister individual members by selecting the appropriate option You can move freely between tabs When you click Save guests and members will both be added to the registration Or click Cancel to close the dialog without adding anyone Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 125 ClubExpress User Manual Version 6 6 The Add Guests screen will now look similar to the following Home gt Calendar gt Balloon Maintenance gt Registration Event Registration Add Guests to Registration ration button Note if nothing change information for a Balloon Maintenance Friday May 1 2015 9 00 AM until 5 00 PM Flying Field 1000 Forest Drive Anywhere IL Payment Payment In Advance Only You have reached the maximum number of guests allowed Guests included in your registration FirstName Mary VA Th LastName Smith Q Reg Type Members amp Guest s FirstName Bobby Pa ie LastName Smith Reg Type Members amp Guest s FirstName Mary VA ig LastName Chen Reg Type Members amp Guest s You cannot add more Guests
190. that has already been downloaded at least once or which can no longer be downloaded Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 162 ClubExpress User Manual Version 6 6 Chapter 18 Surveys INTRODUCTION The Surveys module allows you to take surveys organized by your club or association Surveys are used for many purposes including learning what types of events members want to attend and which areas of a hobby or profession members are most interested in They can even be used to vote in elections Surveys can be spread across multiple pages and can have any number of questions Each question can be displayed in one of 15 formats and certain types of questions can be grouped together under a single heading A typical Surveys screen is shown below Home Control Pane Surveys ys available to y lf there are open surveys cl Ballooning Preferences Test Mode Take This Survey This is a survey to collect basic info on what people like to do with their bailoons 2007 Elections gt Figure 18 1 Surveys screen This screen shows the surveys available to you Clicking the Take this Survey button launches the survey wizard presenting the first page of the survey TAKING A SURVEY Surveys typically begin with a preamble page that explains the purpose of the survey At the bottom of each page are Back Cancel and Next buttons although Back does not appear on the
191. the current member U payments to m hen make a choice in th ct Payment Method enter the requi information and press the Submit Payment button Ple transaction to complete If paying by check enter the check number and adjust the payment date if necessary Payment button anentry Click P to change amount Print Invoice Sign Up 12 17 2005 Due 5500 Pay 55 007 Adult 30 00 Season Ticket Pass 25 00 Transaction Total 55 00 Total Selected For Payment 55 00 Select Payment Method lt Select Payment Method gt i Review the payments due and select the items you wish to pay for now Then select a payment type and follow the instructions provided Refund Policy T Figure 4 3 Pending Payments This screen shows one or more payments pending including the detail for each If there is only one payment shown it will be checked If multiple payments are shown none of them will be checked you must check at least one to pay Credits If you have any pending credits they will be automatically applied up to the amount of the pending payment Any additional amount is available to be used for a future transaction Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 32 ClubExpress User Manual Version 6 6 Discount Coupons If you have a discount coupon it can also be applied on the Payments page If there are published coupons that apply to the transaction s on the page
192. the email Rich formatting in the body of the email Frequency Immediately A Check this box to apply these message delivery options to all my forums Figure 4 26a Forum General Preferences top part The following options are available Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 56 ClubExpress User Manual Version 6 6 Viewing Messages and Threads e Threads Per Page controls how many threads are shown in the initial list of threads when a forum is first opened You can specify any number but we recommend not going higher than about 100 e When you click on a thread Preferred Message View determines which detail view will initially be displayed Threaded View shows the current message at the top with the rest of the thread underneath one line per message with the indent level indicating the hierarchy of replies Flat View expands all messages in the thread without showing a hierarchy e Messages Per Page Threaded controls the number of messages shown on a single page in Threaded View This number should normally be higher than messages per page in Flat View since only the current message is fully expanded You can specify any number but we recommend not going higher than about 100 Additional messages are viewed by navigating through pages e Messages Per Page Flat controls the number of messages shown on a single page in Flat View This number should normally be lower tha
193. tion arrows The photo title photographer and caption are displayed at the bottom Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 148 ClubExpress User Manual Version 6 6 Photo Album Options The tab in the top right corner shows the current photo and total number of photos then four icons N A QO0OO0O Download hi res if enabled Full screen view Play Pause slideshow mode Share via social networking see below To close the album click the X icon in the top right corner When you hover over the Share icon the following popup is displayed F Facebook E Twitter g Email E Print M Gmail StumbleUpon FJ Favorites More 292 Sign In Figure 16 4 Sharing a photo These options allow you to share a photo to your Facebook or Twitter feeds or via other services Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 149 ClubExpress User Manual Version 6 6 Chapter 17 Storefront INTRODUCTION The ClubExpress Storefront is a powerful E Commerce module which allows you to purchase club and association merchandise through the website The module includes the following features Featured products Specials Search by category Display product title photo description variations Display appropriate prices based on whether the user is logged in Add to shopping cart View shopping cart adjust quantities remove product Checkout
194. tions Of course Broadway is mobbed every night and they have no trouble filling the house for 120 to 200 a night But after the movie came out expect that many people s expectations changed They could have done a much better job of staging the prison scenes and courtroom If my point is not yet obvious clubs and associations can take lessons from Broadway musicals Just because something has worked for years and years doesn t mean it should always be done the same way Have circumstances changed Have expectations changed Have customers changed One way to keep members and visitors interested and participating is to periodically look at your major programs to see how they could be restaged Perhaps hand them over to a different director instead of the same team doing the same thing year after year 0 Comments Click here to view or add comments r Blog Archive Subscribe A Author Tools Maintain Posts Add Post Recent Posts Is the show getting tired 4 16 2013 4 06 PM Charge Reasonable Dues 2 8 2013 10 27 AM Renewal and Expiration Not 2 15 2013 10 22 AM Y April 2013 Y February 2013 January 2013 Return to Previous Page Figure 5 2 Reading blog entries The most recent blog entry is shown with its title and the date time it was posted Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 80 ClubExpress User Manual Version 6 6 Comments 0 Comments
195. tions e Edit change the various properties of the credit e Refund mark the remaining balance of the credit as having been refunded to the member Note that no credit is actually issued by ClubExpress the actual refund must be handled by the club s treasurer e Waive this option marks the remaining balance of the credit as waived which means that the member has elected not to use it e Cancel if no part of the credit has been applied this option deletes it If the credit has been partially applied the amount will be changed to the applied amount canceling the remaining balance Click Save to save your changes and return to the Payments Credits screen or Cancel to return without saving When you have finished click Return to Previous Page to return to the Member Profile menu Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 50 ClubExpress User Manual Version 6 6 CREDIT CARD Click Credit Card to maintain the credit card you use to renew your membership and register for events You will see the following screen Home Member Profile Edit Credit Card Edit Credit Card Information Use this page to maintain your credit card information Your credit card is presently stored in our database If you wish to remove it press the Remove Remove button to the right Credit Card Type Visa v Card Number 1111222233334444 Expiration September v 20
196. to return to the previous screen while members will log in to view the screen above Home Interests gt Details and Members Support Equipment Members n lis mbers who have signed up for the interest Click the p a list emove Me t Barbara C Jones Barb Rad Rolling Meadows IL Buffalo Grove IL i Support clubexpress com info clubexpress com oe Figure 13 2 Interest Members This screen shows the members who have registered for the Interest Each member is shown with his or her name city state and email address The name is a link that will display that member s Directory entry If you are not on the list the Sign Me Up button at the top allows you to join the Interest list If you are already on the list the Remove Me button at the top allows you to leave the Interest list Note that the Sign Me Up button will not appear if your club or association has set a maximum number of interests that you can sign up for within a category and if you have reached this maximum You can also specify your Interests using the Profile Interests screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 140 ClubExpress User Manual Version 6 6 Chapter 14 Membership Directory INTRODUCTION ClubExpress provides an online member directory allowing members to locate and contact other members This function is usually placed on the members only side of the website so that
197. tured Products Specials s Categories Q Search Proceed to Checkout Storefront Policy Clothing Badges and Car Accessories Figure 17 5 Storefront Categories Click the Category image to show only products in that category Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 154 ClubExpress User Manual Version 6 6 Clicking the Search button or magnifying glass icon displays the following popup Search For Products Category lt Any category gt Keyword Featured Products Only Price lt Any price gt lt 2 Figure 17 6 Product Search You can search by any combination of Category Keyword price range or SKU Stock Keeping Unit if known Click Search to display a list of matching products or Reset to clear the search criteria Click the black X icon in the top right corner to close the dialog Click the Storefront Policy button to display a popup screen showing your club s storefront policies Click the Close button to close this dialog Viewing the Shopping Cart When your shopping cart has products ready to be ordered you will see a shopping cart icon in three places e Within the module on the right side e Beside your name usually in the top right corner e On the personal drop down menu when you hover over your name The shopping cart will indicate how many products it contains from 1 up to 9 Hover your mouse over the shopping cart icon beside your name and yo
198. u For clubs and associations using an old style or custom template and theme prior to version 6 0 the login panel will look like this Welcome Martin Profile Logout Figure 2 3 Login panel old style e Site visitors and members who have not yet logged in will see the phrase Member Login Clicking this link brings up the login page allowing members to log into the site and view content reserved for members only e Members who have logged in will see a Welcome lt first name gt message The Login link is replaced by two links one to Logout and the other to jump to the member s personal Profile page see page 54 e Members who log in and whose membership is up for renewal will see a red Renew Now link This is a shortcut to the renewal page allowing members to renew their memberships with a couple of mouse clicks e Members who have pending transactions will see a blue Payment Due link This is a shortcut to the Payments screen allowing members to complete any pending payments e f your club has enabled Trial memberships trial members will see an Upgrade Membership link e Your club or association may have enabled a My Directory Listing option Clicking this link takes you to your bio page in the Membership Directory From this page you can edit the various elements of your directory entry including your contact information bio and answers to additional member data MENU Every page includes a series o
199. u will see a popup version of your shopping cart Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 155 ClubExpress User Manual Version 6 6 Shopping Cart Item Price Options Quantity Ext Price Club Sweatshirt 35 00 Large 1 35 00 Club Sweatshirt DHE W Figure 17 7 Shopping Cart Popup Click the Edit Cart button to jump to the full shopping cart or the Checkout button to begin the checkout process Click the gray X icon in the top right corner to close the popup window Clicking the shopping cart icon in the module or on your personal drop down menu has the same affect as clicking the Edit Cart button above You are taken to the full shopping cart screen with update capabilities Home gt Storefront gt Shopping Cart Shopping Cart Price Quantity Ext Price Club Sweatshirt 35 00 2 Club Sweatshirt 35 00 X Update Size Large DHE Total 35 00 Figure 17 8 Shopping Cart Products are listed in a series of vertical panels Click the Remove icon to remove the product from your shopping cart When you change the quantity shown a green Update icon appears click it to update the extended and total prices Click Continue Shopping to return to the storefront to add more products to your cart Click Clear Cart to empty the cart completely you will be prompted to confirm this operation Click Checkout to begin the checkout process Copyright 2004 2015 Gembro
200. unt If you wish to cancel from the club and stop these payments click the button to the right Cancel My Membership Figure 4 1a Member Profile with Automated Renewal and Payment If your member type is configured for automated renewal and payment using a stored credit card you will see a special panel at the top of the Profile allowing you to resign your membership and stop the charges Click the Cancel My Membership button and confirm this action OVERVIEW OF PROFILE OPTIONS The following choices are available Some may or may not appear depending on whether that option has been enabled by your club or association Personal Info e Select Contact Info to modify your name address s phone number s work information and email address e Select Additional Member Data to provide answers to specific questions configured by your club or association This option is only shown if your club or association has defined additional questions e Select Membership Directory to update additional information shown in the directory including your bio links to social networking websites and your directory photo This is also where you specify how much information to show to other members e Select Chapters Additional Members to maintain your chapter affiliations as well as secondary and or tertiary memberships associated with your membership This option will only appear if your member type supports chapt
201. unteering atnew member Available 20 00 20 00 orientation Credits Total 20 00 20 00 Return to Previous Page Figure 4 19 Payment History In the upper panel you will see the date type and amount of each payment made to the club whether through the system by mail or at an event Click the Receipt link to display a popup receipt for the payment In the lower panel you will see the date reason status and amount of each credit applied by the club to your account Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 48 ClubExpress User Manual Version 6 6 Administrator Options Administrators have additional options on this screen In the Payments section click the Edit link to modify payment details You will see a screen similar to the following Edit Payment Payment From Martin Smith Amount 100 00 PaymentType Received Cash Date 12 22 2012 Notes Figure 4 20 Edit Payment You cannot change the amount of the payment since that would impact transactions marked as paid by this payment and possibly credits as well You can change the payment method if ClubExpress did not handle the funds on your behalf credit card or check paid to and sent to ClubExpress you can also change the date of payment and notes Click Save to save your changes and return to the Payment Credit History screen or Cancel to return without saving Click the Delete li
202. ure 5 4 About this Blog is tecscens rote te cneentie ent eacerstlu ct esr taeda a caaees eeataathse 81 Fig re 525 Recent POS S sinui etr iie eras eed ie aar ia enews 82 Figure 5 6 Blog Author Toss j2sscaisac head eats bnateiens Mae hoes eee 82 Figure 5 7 Posts Manage sriciercccveisnctisborcevelictucninariieccienedd aueeehavceninaueeeneree 83 Figure 5 8 Add Blog POStssiecausze s 8 eeneeieeces oh ceeecesce ends os seuss eee Merona 84 Figure 5 9 Sharing a Blog Post ccceeesseecceeeeeeeeeeeeeeeeeeeeeeseneeeeeaeeeeeeeeenea 85 Figure 5 10 Post COMMICIIS cic cntede cence cane acttedeconuedergacctescendecuuceeietactedocenceeteenis 86 Figure 5 11 Edit Blog Properties scaccs sc cecepseteaedstaeteecctiotual eokhaeriudel Mose 87 Figure 6 1 Chapter Finder using Standard Map cccceeeeseeeeteeeeeeeeeeeeees 88 Figure 6 2 Chapter Finder using Google Map ecceeceeeeeeeeeeeeeneeeeeeeeeeeeees 89 Figure 6 3 Chapter Finder using Organization Chart 0 ccceeseeeeeeeeeeeee 90 Figure 7 1 COMMING OS waste eseet verte aces dam verts ecer det aenuosoie Gaceedelre tel eeaceedenets 91 Figure 7 2 Committee Members ccc eeeeeeeecceeeeeeeeeenaeeeeeeeeeeeeeeenaaeeeeeeeeeteeeae 92 Figure 8 1 Forum categories and fOrus cccccceeceeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeee 94 Figure 8 2 Forum thr Gad vc caccccesccseihesseteregsida ected stcercueesuesstaeteessainteessdsetees
203. ut posting Important Note when you connect to each service for the first time you will be prompted to authorize ClubExpress to generate posts in your account This process is handled slightly differently by each service For more information see Appendix A of this manual Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 137 ClubExpress User Manual Version 6 6 Chapter 12 FAQ Frequently Asked Questions INTRODUCTION FAQ stands for Frequently Asked Questions This function is used to create custom pages in a question and answer format organized into topics It is also called the Technical Library function because of its ability to create a library of articles on technical subjects For example a vintage car club might have a library of how to articles on various aspects of restoration while a sailing club has similar articles on equipment racing techniques safety issues and certifications The FAQ function uses the advanced Content Editor to create pages of any length with complete control over fonts alignment colors embedded images links and other complex formatting A typical FAQ screen is shown below Home gt Control Panel gt FAQ Categories stick Bis Cats gory Name to expand collapse all questions for the category Click on an individual question to show hide the answer fi particular qu slo n Maintenance Locations Buying a Hot Air Balloon A click here t
204. utomated Payments ClubExpress includes an option to allow memberships to be renewed and paid automatically When this option is enabled by a club or association and when you select a member type which is configured for automatic renewal and payment you will not receive a renewal notice and you do not need to login to renew the system will renew you based on the duration of the chosen member type every month every quarter every year etc and will charge your saved credit card automatically If you select a member type that is configured for automatic renewal and payment you will see a special note on the summary page before you save your membership and proceed to the payment page When this option is enabled the system requires that your credit card be saved and you will not have the ability to remove it You will still see this screen so that you can change the card or update it for example to modify the expiration date or validation code when a new card is issued However the Remove option will not be shown To stop the automatic charging you must cancel your membership effectively resigning from the club To do so click the Cancel My Membership button on your Member Profile screen When clubs and associations use this option we require them to have their own merchant account So transactions will appear on your monthly statement using the name of your club or association Copyright 2004 2015 Gembrook Systems All
205. utton to remove from the list all documents that have been downloaded at least once or that can no longer be downloaded because they have expired There is also an option to download readers for common file formats Click Return to Previous Page to return to the Profile screen USER MANUAL Select this option to download a user manual which explains the features of ClubExpress that are available to members who do not have any administrator rights You can also view a video that describes the major options on this Profile screen Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 76 ClubExpress User Manual Version 6 6 BAD EMAIL ADDRESS ES Membership Summary Type Couple Join Date 3 22 2004 Status Active Last Renewal N A Exp Date 9 30 2007 P D nail addresses Click here to correct them NOTE You have one o Figure 4 41 Bad Email Notification If you see the above message in the Membership Summary panel you have one or more bad email addresses Click the link to see a screen similar to the following Home Member Profile Bad Emails F ee Sli of your email add correct the email add Email Address Problem Disposition werwerwer Invalid Format Oo Change to Drop it no longer use this address Ignore error do not fix Save 7 Cancel X Figure 4 42 Handling bad email address es ClubExpress allows you to store multiple ema
206. vidual photo albums can be placed on the menu PHOTO ALBUM INDEX ClubExpress also includes a Photo Album Index function that collects all defined photo albums onto a single screen This function can easily be placed on the menu as a single entry point into your organization s photos Clicking the Photo Album Index link displays a screen similar to the following Home gt Photo Albums Best Club Photos Balloons in Flight Launching 4 photos updated 5 19 2012 10 photos updated 8 13 2011 6 photos updated 8 19 2009 jp Cruises Penguin Cruise 1 photos updated 10 22 2012 Figure 16 1 Photo Album Index Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 146 ClubExpress User Manual Version 6 6 The initial view shows the 30 newest and most recently changed photo pages When you first visit the page in a session the Search Tools panel will appear ro On subsequent visits click the magnifying glass icon the Page Tools Widget to re display this panel You will see the following drop down Search Tools Show 30 Newest and Most Recently Changed Albums Show All Albums Search by Album Title Search by Photographer Name Search by Photo Tag Search by Member Name Search by Category Figure 16 2 Photo Album Search Tools Select one of the radio buttons If appropriate a text box or drop down selector will appear at the bottom to enter or select the filter value Click the
207. will be added to the Member Profile system to reflect these options Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 26 ClubExpress User Manual Version 6 6 ACCESSING YOUR MEMBER PROFILE To access your Member Profile you must first log in using your Username and Password Click the Member Login link near the top of the screen Once you have logged in this prompt is replaced with your name and an arrow Hover over either of these elements to see a drop down menu Click the Profile option to enter the Member Profile You will see the following screen Home gt Member Profile Member Profile Membership Summary Type Individual Join Date 3 22 2004 Status Active Last Renewal 2 4 2014 Exp Date 12 31 2014 Payment Due Download Membership Card o Download Spouse Membership Card Personal Info Website Contact Info User Name Password Additional Member Data nterests Member Directory Photo Albums Sub Chapters Additional Members Download Bank Achievements EEE m User Manual J P alal ain Financial Historical Data I Download version 6 2 6 7 MB Updated Transaction History 2 17 2014 Payment Credit History Credit Card Event History Video Updating your Member Profile Optional Additional Charges MP4 Format MOV Format Volunteering History PDF format requires Acrobat viewer m Forums Forum General Pr
208. will be checked In general you can check or uncheck as many interests as you wish but clubs also have the option to limit how many interests can be checked within each category To clear the slate and start over click the Uncheck All link at the top of the list When you have finished click Save or Cancel to return to the Member Profile screen Administrators can also configure this screen to be included as part of the Member Signup Wizard Go to Control Panel Membership Wizard Setup and check the appropriate boxes Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 66 ClubExpress User Manual Version 6 6 PHOTO ALBUMS If your club or association has enabled member level photo albums the Photo Albums choice will be visible This option allows you to create website albums and upload hi res digital photos into them A club administrator can also place these photos on club level photo albums Do not use this option for your member Directory photo Instead that photo should be uploaded on the Profile Member Directory screen When you select this option you will see a screen similar to the following Home gt Member Profile gt Photo Album Manager for Martin Smith Photo Album Manager for Martin Smith This screen shows your individual photo albums Cli Configure to modify the properties of that album C Type Category Status Maintain Spring Ride 2012 Member Member Photo Albums Vis
209. with events shown on the day scheduled Today is highlighted in a special color Links allow users to scroll to the previous or next month Events are color coded based on the event category Click the Legend button to see a list of categories and the color associated with each Click the X icon in the top right corner to close this list Events that are flagged as Members Only will not be displayed when visitors are viewing the calendar Events can also be configured to show the title only to visitors with details reserved for members The grid may also include Notifications which are calendar entries with no details but which may include a link to an external website It may also include public holidays and other significant days such as Halloween Mother s Day etc if a special option is enabled The View panel at the top of the screen appears in all views but its contents are different depending on the current view Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 114 ClubExpress User Manual Version 6 6 Switch to List View Add QuickEvent Figure 11 2a View panel in Grid View Click Switch to List View to change view See below Click Add QuickEvent to create a Quick Event See below Click Today to jump the grid back to the current month Click Legend to display a drop down legend of the color coding Here is what List View looks like Home gt Calendar vie ding the e fc in J y
210. y UNITED STATES Show All Countries Phone Email Address Registrant Type Non Members amp Guest s I m Not Attending and I m Registering Someone Else I m Already Registered and I m Registering Someone Else Figure 11 7a Event Registration Wizard Non Member Members are invited to login Non members are asked if they have previously registered for an event If not they are prompted to enter their contact information Some information may be required depending on the event configuration Clicking the Click here to search link displays the following panel Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 122 ClubExpress User Manual Version 6 6 Search for your infomation enter the following Email Address First Name Last Name enes Figure 11 7b Event Registration Wizard Searching for a non member Enter an email address and first and last name then click the Search button If a match is found the contact fields are refreshed with the information from the database Users can update this information and it will be saved The event registration will be attached to the existing non member record instead of a new one If you are a member and have logged in you will see the following screen Home Calendar gt Balloon Maintenance gt Registration Event Registration Personal Information To begin the tration proce of the following options If you are a club
211. you want to add another file click the Add button to display another Browse field as shown below Attachments up to five allowed Do E Browse Remove CT Brose Remove Add Figure 8 6 Adding multiple attachments to a message You can attach up to 5 files to each message and the maximum size of each message including attachments is 2MB If you want to remove a file click the Remove button beside that filename When you post the message the files are not physically attached Instead the message includes links back to each file Clicking the link gives you the option of opening the file or saving it to your local hard disk You must be connected to the Internet to view or save attachments Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 97 ClubExpress User Manual Version 6 6 VIEWING MESSAGES WITHIN A THREAD In the Thread List screen clicking a thread subject allows you to view the individual messages within the thread There are two views shown in the following two screens Home Discussion Forums gt Equipment gt Messages Great site on ballooning extravaganzas for the who R Sa Gua Egl Legend 7 10 2008 10 05 AM Reply a I m with Martin This site is great Quoted Text Thanks for the link A msmith 7 10 2008 9 58 AM A msmith 7 10 2008 10 02 AM gt A msmith 7 10 2008 10 05 AM Marty 8 10 2012 4 23 PM Jonesy 7 19 2012 5 10
212. you will see a field to enter the coupon code Total Selected For Payment 50 00 Have a coupon Enter the code Apply Figure 4 4 Enter the Coupon Code Once the code has been entered the screen changes as follows Total Selected For Payment 50 00 Any event Coupon Applied 5 00 Net Payment Figure 4 5 After a Coupon Code was Entered Partial Payments gt Some event registrations allow a partial payment to be made If you see a pencil icon beside the transaction amount click it to Edit the amount You will see a recommended payment amount The system will also enforce a minimum payment amount that is set for each event if Type the partial payment amount and press Tab or click off the field You can also click the Undo icon to revert to the original amount owed Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 33 ClubExpress User Manual Version 6 6 Payment Method There are generally two payment options 1 Pay online by credit card With this option you are presented with a credit card payment screen including the option to store the card in the system You must explicitly authorize ClubExpress to charge your card Click the Submit button to process your transaction after which a Summary screen is presented 2 Print an invoice and mail a check An invoice is displayed in a popup screen together with the Print dialog allowing you to print the invoice Whe
213. your own styles to this list to maintain consistency in the look and feel of your pages This is done using the View Edit Custom CSS option on the Appearance screen For more information see page Error Bookmark not defined Click the drop down arrow to see a list of standard fonts and custom fonts that you have added to your Arial website The change applies to the current line or block Click the drop down arrow to select a text size You Sr will see a list of sizes based on pixels 12px is the standard size Click to bold the current block of text or to start B bolding from the cursor position Ctrl B also works Copyright 2004 2015 Gembrook Systems All Rights Reserved Page 173 ClubExpress User Manual Version 6 6 Click to italicize the current block of text or to start i italicizing from the cursor position C rl also works Click to underline the current block of text or to start U underlining from the cursor Ctrl U also works A Click to convert the highlighted text to lower case 24 Click to convert the highlighted text to UPPER case m Click to convert the highlighted text to SuPe se x Click to convert the highlighted text to subscript Click to select the text foreground color A color picker showing standard colors will be displayed You ro can also define custom colors and add them to the palette Your change applies to the current block of text or at the cursor position l Cl

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