Usually, Customers and Participants will add themselves through the Customer Hub. However, in certain circumstances, it may be necessary to add a Customer and Participant "manually" into FunJoin via the Admin Panel.
Reminder:
You will need to add the Customer before you add the Participant. In FunJoin, Participants are always "attached" to Customers.
How to Video
Add Customer in Admin Panel
Steps:
Click "Customers" in Top Menu Bar
Click the “+ Customer” Button
In Add Customer modal window,
Enter Customer's First Name in First Name Textbox
Enter Customer's Last Name in Last Name Textbox
Enter Customer's Phone Number in Phone Number Textbox
Enter Customer's Email in Email Textbox
(Optional) Enter Customer's Address in Address Textbox
(Optional) Enter Customer Emergency Contact’s Name in Emergency Contact’s Name Check Box
(Optional) Enter Emergency Contact’s Number in Emergency Contact Number Text Box
Click “Create” Button
Add Participant in Admin Panel
Steps:
Click "Customers" in Top Menu Bar
Find Customer (Parent/Guardian of Youth Participant) in Customers Table
Click on Customer Name
On Customer Page, Click “+” Button under Participants
In Add Participant modal window,
Enter Participant's First Name in First Name Textbox
Enter Participant's Last Name in Last Name Textbox
Enter Participant's Date of Birth in Date of Birth Date Box
(Optional) Enter Participant's Pronouns from Pronouns Dropdown
(Optional) Click “Upload Photo” Button
Select Photo from Computer
Click Open
(If needed) Crop image in Crop Image modal window
(If needed) Click “Save Changes” Button in Crop Image modal window
(Optional) Enter Participant Medical Conditions in Medical Conditions Textbox
(Optional) Enter Participant's Allergies in Allergies Textbox
(Optional) Enter Employee’s Notes in Employee’s Notes Textbox
(Optional) Enter Customer’s Notes in Info. (From Customer) Notes Textbox
Click “Submit” Button