| 2023 Prepare for the BGCA Annual Report |
Prepare your data for the 2023 BGCA Annual Report |
| 2023 Pull the BGCA Annual Report |
Pull the BGCA Annual Report for each site in your organization |
| Activities - Best Practices for Tracking |
Best practices for activity tracking |
| Activities - Clean Up - NEW |
Clean up multiple activities or activities that are the same but named differently for easier reporting |
| Activities - Delete Unattended Sessions |
Remove activity sessions that were scheduled but do not have attendance recorded |
| Activities - Multiple Scheduling |
Schedule multiple activities at one time for one club or the entire organization |
| Activities - Scheduling Basics |
Basic information about scheduling activities/programs/classes |
| Activity Setup |
Setup Activities including General Attendance for Quick Entry scanning |
| Authorized to Pick-up Members |
Choose and record who is picking up your members |
| Auto-Billing and Batch Payments |
Charge groups of members for weekly fees, monthly fees, program fees all at one time and record payments in batch. |
| Backup Member Tracking System |
How to make backups of the Member Tracking System™ MDB Database |
| Backup Member Tracking System SQL |
How to make backups of the Member Tracking System™ SQL Database |
| Bar Code Font And Scanner Setup |
Easy install and setup the barcode font and scanner |
| BGCA Key Data Reports |
How to pull quarterly Boys & Girls Clubs of America reports |
| Billing Members in Groups |
Create Groups, charge the members in the Group all at one time |
| Blue Tooth Scanning |
Install, setup and use of the blue tooth scanner |
| Change Password with Temporary Password |
How to change a password with a temporary password |
| Charges Payments - Apply Credits |
Create a charge, apply payments and credits |
| Charges Payments - Apply Credits to Sibling |
Create a charge, apply payments and credits to siblings in a household |
| Charges Payments - Fix Imbalances |
Cleanup members who have Unspent Payments and Unpaid Charges (Account Imbalances). An Account Imbalance typically occurs when members have a credit balance and then a charge is added and the credit is not used. |
| Dashboard |
Create statistical dashboards to open on entry, email or send through MTS NOTIFY |
| Data Cleanup - Attended but not Enrolled |
Review members who have attended but do not have enrollment for better membership numbers |
| Duplicate Members - Avoiding |
How to avoid duplicate members in the Members screen of the MTS |
| Email for Gmail |
How to set up SMTP settings in the Member Tracking System for Gmail using App Password |
| Email to Contacts |
Create and send emails to contacts |
| Email to Text with cell phone number |
Use email to text Members, Contacts,
Staff or Volunteers with a Cell Phone Number |
| Groups |
How to use Groups in the Member Tracking System™ |
| Guidance, Accidents & Mentoring |
Record incidents, accidents and mentoring events with full reporting options |
| Help - Send Request To Vision |
Easily request help and make suggestions to Vision |
| How to Install Windows OS on a Mac Computer |
Step by step instructions on how to install Windows OS on a Mac computer using Bootcamp Assistant. And how to switch back and forth between the two operating systems. |
| ID Cards, Labels, Certificates |
Create custom ID Cards, Labels and Certificates for members, contacts, staff and volunteers. |
| Import Attendance from Excel - NEW |
Easily import attendance from Excel to the MTS to eliminate double work |
| Leave Early or Late |
Record why members are leaving the club early or late |
| LICENSE - UPGRADE - LIABILITY AGREEMENT |
Vision License, Upgrade and Liability agreement |
| Members - Add New Required Fields |
Make fields required on the 'Add Member' form to eliminate missing data |
| Members - Enter New Members |
How to add new members without creating duplicates and understand the most important data pieces |
| Members - Flagged |
Flag members in order to notify your staff of some important information about them |
| Members - Last Viewed |
Quickly go back to any one of the last 10 members that you viewed |
| Members - Member Files |
Store documents such as medical records, report cards, etc. and attach them to each member |
| Members - Payment by Credit Card |
How to record payments via credit card, void and refund |
| Members - ReEnrolling |
How to correctly re-enroll your members at the beginning of each membership period |
| Members - Search Form |
Quickly search on a variety of fields in the Member Search form |
| MTS Notify from A to Z |
MTS NOTIFY App - send clock in/out, group and emergency messages to parents, dashboards to administrative staff or board members |
| Organization Info - Custom Fields |
Create unlimited custom fields for data tracking |
| Organization Info - Custom Fields - Dropdown List |
Drop down menu for custom fields |
| Organization Information from Admin to Clubs |
Move Org Info from main office to clubs via flash drive or email |
| OYS Community Outreach |
Best practices for tracking youth who are not regular members of your organization |
| Pictures for Members and Staff - Camera |
Take pictures, attach to members and staff for ID cards |
| Procedures - Broadcast Emails to Contacts NEW |
Send emails to your members' contacts in bulk |
| Procedures - Compact and Repair |
Prepare your data for the upcoming BGCA Annual Report |
| Procedures - Consolidate Households and People |
How to cleanup duplicate people |
| Procedures - Edit Data |
Clean misspelled cities, doctors, insurance companies, employers and more
|
| Procedures - Email data from club to main office |
Data from Clubs to Admin |
| Procedures - End of Day Shut Down |
Use this tool to automatically enter an out time for any members who forgot to sign out each day
|
| Procedures - Find and Fix Missing Data |
Easily update missing information for your members |
| Procedures - Move Members between Units |
Move a single member to a new Unit or move many members to an Alumni Unit |
| Procedures - Re-Assign Membership Numbers |
Re-assign membership numbers for your members in sequential order |
| Procedures - Repair - Resolve |
Cleanup erroneous dates in household and status fields |
| Procedures - SQL Server Maintenance Activities |
Follow these steps to run SQL maintenance items to keep MTS running smoothly |
| Procedures - Write-off Unpaid Charges - NEW |
Select members with old charges and write off those old charges in one pass |
| Quick Entry Batch |
Use the Quick Entry Batch screen for faster check in for your members |
| Report - Account Balance |
Pull Account Balance for your members on a regular basis to verify the the accounts are being paid |
| Report - Activity Participation by Zip Code |
Report a count of members that participated in specific activities broken down by zip code |
| Report - Activity Report |
This report displays all chosen activities for a time frame with number of sessions, unduplicated attendance, total visits and more |
| Report - Annual Payment Summary NEW |
Print Annual Payment Summaries for your parents for tax purposes each year |
| Report - Attendance Comparison |
Report number of times members attended during up to 8 time frames and create a dashboard |
| Report - Attendance Summary for All Activities for One Month - NEW |
Print a summary of all or some activities by month by number of visits or number of unduplicated members |
| Report - Attended 52 - 104 Days Per Year |
Break down counts for specific number of days attended by specific age groups as of a chosen date |
| Report - Average Daily Attendance |
Pull ADA by week, month, school, age ranges, school grade for any date range and any number of activities/programs |
| Report - Birthdays |
Print a list of members birthdays in a time frame or create custom certificates for each member |
| Report - Custom Member List - NEW |
Create unlimited custom reports with up to 10 fields for rosters, demographic information and more |
| Report - Custom Statistics Summary - NEW |
Create your own custom statistical reports with a variety of fields from the MTS |
| Report - Duplicate Members |
Create a report showing duplicate members based on matching last name, first name, date of birth or other criteria |
| Report - Enrolled vs. Attended Review |
Create a list of members who have come to your facility but may not have enrollment |
| Report - Flagged Accounts NEW |
Create a list of members with flagged accounts and the flagged information. |
| Report - Frequency of Attendance |
Show how engaged your members have been based on their average weekly attendance over a date range |
| Report - Household Income, List or Counts - NEW |
Pull a list of members with their household income or counts for members or households by specific income ranges |
| Report - Income Family Size Report 2 |
This report will pull counts of members household size and household income for specified size and income criteria |
| Report - Media Release, Public Relation Permissions |
Produce a list of members that you can take pictures of for your website, newsletter, or social media. |
| Report - Member Attendance Records - NEW |
Pull attendance records for a single member, a group of members or all members with in time, out time, duration and who picked up the member. |
| Report - Member Charge/Payment Account Summary |
Pull all charges for a chosen date range and any payments that are directly related to those charges. Also choose to show Attendance for up to 12 date ranges (Export Only) to easily compare attendance to charges/payments. |
| Report - Member Contact List by Group |
Print a list of members' contacts filtered by Group(s). |
| Report - Member Data As Of Specific Date - NEW |
Print member information for any specific date including current |
| Report - Member Expiration List |
Create a list of members whose membership has lapsed, so you can call them to encourage them to come back |
| Report - Member Hardcopy NEW |
Create a hardcopy of all of the members information, for parents to sign off or for grant purposes |
| Report - Member Medical Information List - NEW |
Create a report with member medical information for quick review at your front counter |
| Report - Members Attended but not Charged |
Print a list of members who participated at your facility, but were not charged any fees. |
| Report - Permission Slips - NEW |
Create permission slips for field trips for each member that will participate |
| Report - Retention Rate |
How to calculate retention rate of your members |
| Report - School and Grade Review - NEW |
Create a list of members with school and grade information to verify that your members are in the correct school grade each fall for the new year |
| Reports - Favorites NEW |
Setup your favorite reports on the Favorites tab which makes pulling your regular reports faster |
| Staff - Active or Inactive - NEW |
Review and update your staff or volunteers who are no longer working for your organization. |
| Staff Hours - Prevent Date Time change on check in and out |
How to setup permissions to prevent staff/volunteers from changing the clock in or out time in Quick Entry |
| Staff Hours - Time Types - NEW |
Staff can check in/out for different time types so specific time can be allocated. |
| Staff Hours to Grants - NEW |
Assign hours worked by your staff to specific grants or funding sources |
| Staff Volunteers - Time Card Retrieve and Build - NEW |
How to create a time card for your staff and/or volunteers |
| Staff Volunteers A to Z NEW |
How to setup staff and volunteer tracking A to Z |
| Unit Information |
Create Units for each physical location you want to record information for your members. |
| Universal Selection Engine |
Choose WHO will show on a report or screen with the Universal Selection Engine |
| Users - A to Z NEW |
Add, modify and delete users, add/remove permissions, review tasks for users and more |
| Users - Security Admin vs Club NEW |
Understand user security for administrative users vs users at your club sites |
| Web Registration Grouping Sections - NEW |
Create Grouping Sections of Groups in order to require one of many or many of many choices |
