Front Desk Tool

WHAT IS IT?  

After enabling the Front Desk Representative permissions for a user and assigning them to the branches and associations where they work, users can easily search program participants and view their program history, emergency contact information, form and waiver history, and more. 

GIVE A USER FRONT DESK REPRESENTATIVE PERMISSIONS

1. Go to your Branch Association page

2. Click the Users & Members tile

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3. Click the Add User button

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4. Enter the First Name, Last Name, and E-Mail Address of the front desk representative. Phone number is optional. 

    Note: We suggest using the user's actual email address so they receive the email to set up their account password.

5. Click the Add User button

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6. Click the Roles tab

7. Click the checkbox next to Frontdesk Representative

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8. Click the Programs tab

9. Click the checkbox next to the branches and associations the user will have access to

10. Click the Submit button

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Note: After adding the user, they will receive an email with a link to log in. Once they are logged into their account, they can click their name in the top-right corner and set their password under the Account Management page. 

FRONT DESK TOOL

1. Once the permissions are given and the user has set their password, they can log into their account at www.playerspace.co

Did this help? If not, click "No" to contact support. 

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2. The user can then hover over their name in the top-left corner

3. Click ManagerPro in the drop down

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4. Select the branch page from the program drop down

5. Click Front Desk

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6. From here, the user can use the buttons on the top-right to view the Active Programs under the branch, view a list of Account Changes, view a Sample of the email that is sent to users when you click the Email button, and Logout

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7. Users can search for participants by entering the search information in the fields

    Note: You only need to search a minimum of one field. For example, you can search James in the first name field and return      results for all participants and master accounts named James.

8. Search Active Programs in your association or a Historical Lookup

9. Click the Search button

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10. In the search results, click the master or sub-account you wish to view

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11. The Program History tab shows all of the programs that the member is a part of

12. Click the Export Schedule button to export their schedule for that program

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13. The Family Units tab shows the sub-accounts that are associated with the master account

      Note: To view information on the another member of the family unit, click the unit's tile. 

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14. Click the Notes tab to view and record notes for this account

      Note: To view information on the another member of the family unit, click the unit's tile. 

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15. Click the Manage Account tab to view and edit basic profile information

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16. Click the Form/Waiver History tab to view completed forms and waivers for this user

      Note: This section will only be accessible by the front desk representative if the Forms/Waivers/Prerequisites permissions                   are applied for that user. 

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17. Click the Check In/Out Log tab to view the participant's check-in/check-out history

18. To export the log, click the CSV or the PDF button

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Did this help? If not, click "No" to contact support.