Select Client Tool

Select Client buttons in left-panel menu and blue bar at the top

The Select Client tool is your gateway to working with units, event registrations, and facility reservations. Use this tool to locate individuals and groups, or add new accounts to your system. You can also display old accounts that have been deleted and restore them.

Account Management

Groups

The groups tab contains a list of all active accounts in the system. This list contains both unit and individual accounts. View deleted accounts by toggling Show Deleted on the bottom left of the pop-up modal.

Select the + icon to create a new account. Select the search icon to filter accounts.

Once you select an account, you will be taken to the account's homepage.

Groups Tab of the Select Client Tool

Event Module

Registrations

The registrations tab displays a list of accounts registered for a specific event.

This section can be filtered by Event Type, then specific event and year.

The account name, number of youth & adults, total cost of the event, and remaining balance are displayed.

Once an account is selected, you will be directed to the account's registration for that event.

Registrations Tab of the Select Client Tool

Participants

The participants tab displays a list of the individual participants registered for an event.

This section can be filtered by Event Type and year.

The individual's name, unit number, council, and district are displayed, along with the name and date of the event.

Once a participant is selected, you will be directed to the participant's registration.

Participants Tab of the Select Client Tool

Facilities Module

Trips

The Trips tab displays a list of the trips reserved at a location.

This section can be filtered by location and year.

Each entry displays the trip's name, user account, arrival date, total cost, and remaining balance.

Once a trip is selected, you will be directed to the account's trip registration.

Trips Tab of the Select Client Tool

Reservations

The Reservations tab displays a list of individual facility reservations at a location.

This section can be filtered by location, facility type, and year

The facility's name, user account, reservation start and end time are displayed, along with the cost and any remaining balance.

Once a reservation is selected, you will be directed to the account's trip registration.

Reservations Tab of the Select Client Tool

 

We are always happy to assist with facility reservation training.