Overview
In FunJoin, Documents can have an Attendance Requirement.
Documents that are Required for Attendance should be signed before the Participant attends the Session or Program.
You'll make Documents Required for Attendance by adding an Attendance Requirement to the Document Template.
After you create a Document Template, you can set if it is:
Required to Attend All Sessions/Programs.
Required to Attend All Sessions/Programs at a Specific Location.
Required to Attend All Sessions/Programs of a Specific Offering Type.
Required to Attend Sessions/Programs of a Specific Offering Type at a Specific Location.
If a Document has an Attendance Requirement, it will be automatically created and assigned when the Participant is Scheduled for a Session/Program of an Offering linked to the Attendance Requirement.
Documents that are Required for Attendance will only be automatically created and assigned After Scheduling. If you need the Document completed Before Scheduling, consider using our Application Feature.
Special Case: Participants Already Have Reservations
When adding an Attendance Requirement, you may determine the Document is required for Sessions/Programs of an Offering that Participants are already Scheduled for.
In this case, you have two options:
Save Only
If you select Save Only, the Document will only be created and assigned to Participants with new Reservations. Only Participants who are Scheduled "going forward" will have a requirement to sign it. If a Participant has already been Scheduled, the Document will not be created and assigned for them, and they will not have a requirement to sign it.
Save & Proceed
If you select Save & Proceed, the Document will be created and assigned to Participants with both new and existing Reservations. Participants who are Scheduled "going forward" will have a requirement to sign it. In addition, the Document will be automatically created and assigned to Participants who are already Scheduled, and they will have a requirement to sign it.
💡 Example: Save Only vs. Save and Proceed
Rachel is preparing for her Summer Camp. She initially created her Documents a few months ago, and everything is going well.
However, she just realized she forgot to set up a Liability Waiver Document.
All Participants who already have a Reservation need to get this Document signed, and all Participants that make Reservations going forward need to get it signed as well.
When adding the Attendance Requirement to the Document Template, she would select "Save & Proceed."
Rachel also realizes she forgot to set up an Activity Preference Document. She would like Participants with new Reservations to get this signed, but does not need Participants who have already made Reservations to get it signed.
When adding the Attendance Requirement to the Document Template, she would select "Save Only."
Step-by-Step Instructions
Add Attendance Requirement to Document Template
Steps:
Click "Settings" in Top Navigation
Click "Documents" Tab in Side Navigation
Find Document
Click "Add" Button in "Attendance Requirements" Column
In "Adding Attendance Requirements" Modal Window:
Select Locations from Locations Dropdown
Select Offerings from Offerings Dropdown
If Participants Do Not Already Have Reservations:
Click "Add Requirements" Button
If Participants Already Have Reservations:
Click "Check to proceed. This action is irreversible" Checkbox
Click "Save Only" or "Save & Proceed" Button