Migration Agent Default
Articles
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Setting early-in membership permission
If you provide the option for early-in access you will need to provide permission for it on the customer’s account. Look up the customer in the main Data Entry window and click Edit Customer. Cli...
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Adding a scanned document to an individual participant’s account
If you have a previously scanned document file on your computer or network you can easily add it to an individual participant’s account, automatically uploading it to our secure remote server. To ...
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Reviewing check-in history for a youth program group
If you track attendance for your youth program group, you can review each member’s check-in history going back 12 months. In the Data Entry main window, click View and select Youth Program Groups...
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Exporting New Email Addresses From RGP to Your Email Marketing Management System
As you add new members to your database, you’ll want to regularly add their email addresses to your email marketing management system so you can send them newsletters, promotions, and information a...
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Reviewing a Customer’s Change History
If there’s an issue with a customer's record, it can be helpful to go back and review when the edit was made and who made it so you can work with that staff member to correct the issue. Here’s how ...
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Custom Report: Members - Dues Count Summary
Report Description: Generates a report showing a summary count of members, grouped by their dues amount. Columns Displayed: Dues Name (Shown as “(NODUESNAME)” when the eft dues amount in the custo...
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Video - Member Guest Passes
How to process member guest passes Time: 2:03
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Editing a Z-Out Report
You can edit a Z-Out report at any time through the Point of Sale’s POS History. To get started, click POS to launch the Point of Sale system. Click the POS History button at the bottom right...
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Reviewing a customer’s membership links
In the Customer Account window you can review the memberships that are associated with each customer, whether one they’ve paid for or one paid for by a different member such as a parent paying for ...
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Deleting a Form Section From a Waiver Form
You can easily delete a form section you no longer require in your waiver through the Waiver Management window. In the Data Entry main window click Manage and select Waiver Management / Stations...
