Select Client Tool
Last edited 3/1/2021
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.
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.
The registrations tab displays a list of accounts registered for a specific event.
This section can be filtered by Event Type, then by specific event and year.
The account name, number of youth & adults registered, 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.
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.
The Trips tab displays a list of the trips reserved at a particular 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.
The Reservations tab displays a list of facility reservations at a given 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.