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1. Figure 4 6 Contact Information ClubExpress provides two versions of this screen one for clubs where members generally join as individuals and one for associations where members generally join through their work or business Behind the scenes each form collects the same basic information Required fields are indicated with a red dot The Nickname Spouse Name Secondary Address and Work Information fields are optional and may not be visible if your club or association is choosing not to collect this information You may also see an option to receive a printed newsletter or to download the newsletter from the website thereby saving the club some money Click Save or Cancel to close this screen and return to the Member Profile Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 23 ClubExpress User Manual Version 5 5 ADDITIONAL MEMBER DATA Every club or association collects member information that is unique to the organization This information helps to create a more vibrant club that is in tune with its members needs In some cases this information is required by government regulation or by the organization s insurance carrier Within ClubExpress this is done using Additional Member Data Your club or association may have defined additional questions that you answered as part of your membership application or here in your profile If this option is present sele
2. Figure 17 9 Download Bank Click the Download link to download a document Click the double arrow on the left of the title to view details of a document Click the Clear button to remove any document from the list that has already been downloaded at least once or which can no longer be downloaded Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 130 ClubExpress User Manual Version 5 5 Chapter 18 Surveys INTRODUCTION The Surveys module allows you to take surveys organized by your club or association Surveys are used for many purposes including learning what types of events members want to attend and which areas of a hobby or profession members are most interested in They can even be used to vote in elections Surveys can be spread across multiple pages and can have any number of questions Each question can be displayed in one of 15 formats and certain types of questions can be grouped together under a single heading A typical Surveys screen is shown below Home Surveys Admin Ballooning Preferences Test Mode This is a Survey to collect basic info on what people like to do with their This balloons ake This Survey Future Events This short survey will allow the board to program the events you want to Take This S see Please respond by 10 1 2006 so that we can use this information cote Meets in planning our 2007 season 2007 Board Elections P
3. Figure 11 7 Event Registration Wizard Signing Up Primary Registrant If you have not logged in you will see the non member version of this page where non members enter their contact information Click the link to login so that you can register as a member If you are already logged in the system knows who you are so all you need to do is select the appropriate registration type then click Next If you are an administrator or coordinator of events you will see additional options Consult the administrator manual for instructions Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 101 ClubExpress User Manual Version 5 5 Companions If the event allows companions to be signed up a second section is displayed on the page as shown on the figure below Companions Guests Add the names of the companions if any who will be attending the event with you by clicking the Add Companions Guests button Note If nothing Happens when you click the button your popup blocker may be preventing the page from appearing Click Edit to change information for a specific companion click Remove to remove a companion previously added First Name Last Name Reg Type Title Company Address 1 Address 2 City State Zip Country Mary Smith Member Companions Edit Remove 123 Main Street Huntley IL 60003 USA Email Phone Add Companion Guest Add Other Members in Membership
4. cccceceeeeeseeecceeeeeeeeeeaeeeeeeeeeeeeeneaaaeeeeeeeeeenea 33 Figure 4 16 Transaction History ccceecsssececeeeeeeeeeeeeeeeeeeeeeseeseeeeaeeeeeeeeeneas 34 Figure 4 17 Transaction History showing expanded details eeeee 34 Figure 4 18 Payment History ci sccescccidceevehsedeieedsdhereestactideecceisainteesstsetieseteet 36 Figure 4 19 Credit Card Information cc ccccceeeeeeeeeeeeeeeeeeeeeeeesaeeeeeeeeeeeeneas 37 Figure 4 20 Event History ccccccceeeeeeeeeeseceeeeeeeeeeeaeeeeeeeeeeeeeseneeeaeeeeeeeeeneas 39 Figure 4 21 Optional Additional Charges ccccccccccceneeeeeeeeeeeeeenteeeeeeeeeeteeee 40 Figure 4 22a Forum General Preferences top Pat ccceeeeeeseeeeeeeeeeeeees 41 Figure 4 22b Forum General Preferences bottom part eceeeeeeeeeeeee eee 44 Figure 4 23 Forum Membership eccececccceeeeeeeeeneeeeeeeeeeeeseenaeeeeeeeeeeeeeees 46 Figure 4 24 My Preferences for a FOrUM ccccccceeeeseeeeeeeeeeeeeeenneeeeeeeeeneees 47 Figure 4 25 Thread Subscriptions ececeeeeeeeeeeeeeeeneeeeeeeeeeeeeeeeaeeeeeeeeeeteeee 48 Figure 4 26 User Name and Password ccccceeeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeteeee 49 Fig re 4227 INMErE StS na sical a era a an R r ria 50 Figure 4 28 Member Photo AIOUMS ccceeeeeeeneeeeeeeeeeeeeeseaeeeeeeeeeeeeneas 51 Figure 4 29 Add Edit P
5. Middle Initial Last Name Address 1 Address 2 City a State Province lt Select gt M Zip Postal Code Country UNITED STATES Show All Countries Phone 2 Email Address Organization Title Cancel X Continue with Checkout gt Figure 17 5 Checkout for non members If you are a member but have not yet logged in this screen allows you login to continue the checkout Pricing may change once you have logged in If you are a member who has already logged in this screen is skipped If you are not a member but have previously ordered products click the link to find yourself in the database The system will display a screen similar to the following Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 126 ClubExpress User Manual Version 5 5 Home Shopping Cart Checkout Association Member Login to check out with member pricing Enter the following Email Address mary456 aol com Last Name Smith Figure 17 6 Find your non member record Enter your email address and first name and click Search If your information is found the name and address fields will be populated If your information was not found or if you have not previously ordered from the storefront you will next enter your contact information Click Continue with Checkout to proceed to the next page or Return to Cart to return to your shopping cart without checking out Y
6. Biography The biography field allows you to enter personal or biographical information about yourself This will help other club or association members get to know you better including your background interests and expertise This information is entered using the advanced content editor built into ClubExpress This editor provides full control over fonts colors and formatting It allows you to enter links and images and is virtually unlimited in length For more information on using this content editor see Chapter 19 Photo You may upload a photo to be included in your Member Directory entry We recommend that the photo be no more than 80 x 80 pixels To upload a photo click Browse and select the JPEG or GIF file from your hard disk Then click Upload Photo The photo will appear on the left side To remove an existing photo click Delete Photo Click Save to save your changes and return to the Profile screen or Cancel to return without saving Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 28 ClubExpress User Manual Version 5 5 You can also upload a hi resolution photo The system will display a special indication and will automatically generate a lower resolution version to be shown on screen Some clubs may use this option to generate a printed membership directory with photos your organization will notify you if this option is required CHAPTERS ADDITIONAL MEMBERS TS This option wil
7. Link Type and Address Built in Module Forums Link Type Built in Module Link Properties Link Display Type Text Button Image Target Window Same Window New Window Link Text Forums Cancel X Figure 19 2 Build a Link The link builder supports five types of links 1 Document This is a link to a document stored in your documents module The next field is a drop down list of categories once you select a category you can select a document within that category External Page This is a link to a web page stored on another website The next field will prompt for the External URL the address of the website you wish to go to Email Address The next field will prompt for the Email Address Anchor Place a named anchor at the cursor Link to Anchor Select the Link To Anchor option to create a link to an anchor within the page for example from a mini index at the top of the page down to a section heading or from the end of a section back to the top of the page Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 138 ClubExpress User Manual Version 5 5 Links can be represented in three ways using text a ClubExpress style button or an image If you select Text or Button the next field prompts for the text to be used If you select Image the field is replaced by a button that displays the ClubExpress Select an Image window de
8. a Looking for ERM bumer fange yoo by Bo f 1 7 2011 11 06 AM Jonesy amp Hello kitty by naa Admin Jonesy ta New Subject Jonesy D New Burner Anyone Tried Jonesy lt gt Just testin Sticky Release Value Financial Accounts 9 5 2009 7 42 PM A by Jonesy 7 21 2009 11 35 AM A by msmith 6 25 2009 12 18 PM by msmith SSS SSeS eS 6 30 2010 6 23 PM y al by err 12 18 2009 9 22 AM Admin by Jonesy Ad Figure 8 2 Forum threads Each row is a separate thread showing the author of the first post the thread subject number of messages in the thread the number of times the thread has been viewed since 5 29 2010 when this feature was added and the date and author of the most recent post You can change the sort order by clicking the Author Subject and Last Post headings Clicking on a heading a second time changes the direction of the sort A thread can be pinned to the top of a forum so that it s always visible Pinned threads are shown with a different background color and a pin icon If messages were posted to forum since your last visit a blue diamond in the Last Post column will be shown If there are more threads in the forum than will fit on a single screen based on the number of messages per screen configured in your profile the Prev Next and paging controls will be active allowing you to move to any page of threads To select a different forum click the Select Forum drop dow
9. c cccceeeeeeeeeeeeeeeeeeteeeenaaees 94 Chapter 12 FAQ Frequently Asked Questions eseeeeeeseeeeeeenneeeeeees 110 Chapter 13 Intere sts ieni eaaet eaid aN 113 Chapter 14 Membership Directory ssssssseneneeesseeerrreeserrrrrrnnrsseernerrnrnreet 115 Chapter 15 NEWS eela eaa tating ddeecueh sd bvteace Ea EREA beteestdeveusdentens 118 Chapter 16 Photo AlDUMS 4 lt lt a2iecanealki ede eananuetinedalantees 119 Chapter 17 Storefront cecscpsceezeccaceediceedutertonvedtamewevse tuckueaevedsaredertemeeccesemeeneety 122 Chapter 18 SU VEY Sarns eree io a a ese uadi iEn 131 Chapter 19 Content Editor sien ces tons idtucticeh odes ddavd set Sedge Senet beeen nde neaes 132 Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 2 ClubExpress User Manual Version 5 5 TABLE OF FIGURES Figure 2 1 ClubExpress screen us siesta weseeserereyate eta aaa 7 Figure 2 2 Page Tools Widget nssssneeneessseensrrrnrrtsrtrrrnrrrserrrrnrrnnnessrrrrnnrnn 10 Figure 2 3 Add me to your Mailing List cccccceeeeeteeeeeeeee eee eeeeeenneeeeeeeeeeeeees 12 Figure 3 1 Login IP AQC sce sete ede ta Eee A ial aacemeciee Watts ieee entities aia 13 Figure 3 2 Retrieving a Lost Username and PaSSWOMd eeeeeeeeeeeeeeeeee 14 Figure 4 1 Member Protile rxccccsttcencceenecesee neste Geettanilecs tecwentlare ciehaenteendy ewes 16 Figure 4 1a Member Profile wit
10. ClubExpress MORE PASSION LESS PAPERWORK User Manual Version 5 5 May 9 2013 ClubExpress was developed and is maintained by Gembrook Systems LLC 5005 Newport Drive Suite 203 Rolling Meadows Illinois 60008 Phone 847 255 0210 Fax 847 255 0273 Email info clubexpress com Important Copyright Notice This user manual is Copyright 2004 2013 Gembrook Systems LLC All Rights Reserved This user manual is intended for use by club and association members that are currently signed up to use the ClubExpress service to help them maximize their use of and benefit from the ClubExpress platform It is also intended for use by club and association officers who are evaluating the platform as a potential solution for their membership web site and communications needs Any other use is a violation of Gembrook Systems copyright No part of this work may be stored reproduced or transmitted in whole or in part in any form or by any means electronic or mechanical including photocopying recording or by any information storage or retrieval system except for the intended use described above Specifically this user manual may not be used as part of an effort to disassemble deconstruct or reverse engineer the ClubExpress platform for any purpose including but not limited to creating a competing product Any such use will be vigorously prosecuted to the fullest extent of the law If you have downloaded or received cop
11. Gembrook Systems All Rights Reserved Page 11 ClubExpress User Manual Version 5 5 ADD ME TO YOUR MAILING LIST Clubs and associations have the option of enabling an Add me to your Mailing List prompt on the public side of their websites Clicking this link displays the following popup form Add Me To Your Mailing List x Complete the information below to be added to our mailing and emailing list Click Save when finished or Cancel to return without saving First Name Last Name Email Address Address 1 Address 2 City State Province lt Select gt Zip Postal Code Country UNITED STATES Show All Countries Phone Cell Phone Fax Title Organization How did you hear about us Select Category Guest Scholarship Award Alumni Select the category or categories that best describe you Save f Cancel X Figure 2 3 Add me to your Mailing List Users enter their basic contact information and how they heard about your club or association They may optionally self select themselves into one or more mailing list categories that you have defined and flagged to be visible When they click Save their information is added to the non member database and they are assigned to the categories they have checked Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 12 ClubExpress User Manual Version 5 5 Chapter 3 Logging In IN
12. Select text font size and color Specify the bold italic and underline attributes Select background color Indent and outdent Specify numbered or bulleted lists Insert horizontal lines Insert and resize images Insert links to external websites and email Use your computer s clipboard including cut copy and paste Undo and redo changes Insert special characters Insert smileys small graphics designed to display an emotion Spellcheck your text View your page in design mode HTML mode or Preview mode Zoom the text for finer control Print the text being edited More experienced web designers can view and modify the underlying HTML code created when you edit pages with this tool Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 132 ClubExpress User Manual Version 5 5 USER INTERFACE When you view the Content Editor on the Profile Membership Directory screen or when you create or edit a forum message in the Discussion Forums module you will see a window similar to the one below 12px B 2 UD Avy O amp amp Ga A Here s my new bio flew in my first ballon can add any text want here Change the font and color 4 You can make lists 2 You can have them numbered or bulleted 3 4 5 you can create Links on this page as a button or as Text or as an image gt J7 Design lt gt HTML Preview Figure 19
13. All Rights Reserved Page 142 ClubExpress User Manual Version 5 5 INSERT AUDIO VIDEO FLASH When you click the Insert Audio Video Flash icon you will see a small drop down menu The first choice allows you to insert an audio video or Flash file uploaded to the website at the cursor position while the second choice allows you to insert a link to a YouTube or Vimeo video which will then play within your website Uploading and Playing Media Files Selecting the first choice displays the following dialog Insert Audio Video x Audio Video F lash files need to be uploaded to a folder in the Documents module before they can be selected on this dialog Select a Documents module folder then a file from that folder r Select File File Source C Upload New File Select Existing File Source Folder Various clubs media files gt Select File AYL Video avi m Audio Video Properties File Type Audio Video Interleave File Width 450 px Height 300 px Auto Play Insert Cancel X Figure 19 6 Insert Audio Video Flash Select the first radio button to upload a new file and store it in a folder within the Documents module Select the destination folder and the file from your local hard disk Click the second radio button to select a folder and a file from that folder that was previously uploaded Copyright 2004 2013 Gembrook Systems All Rights Reser
14. All Rights Reserved Page 68 ClubExpress User Manual Version 5 5 Blog Properties Click the Edit Blog Properties button to modify the settings of your blog You will see the following dialog Add Edit Blog 2 Use this page to set the title author and description of the biog You can also specify whether or not people can comment on the blog and who can see the blog Click Save or Cancel to return to the Blogs Manager Title Hank Johnson s Blog Author HankJohnson Select Remove Description Max 400 characters 400 characters left Allow Comments Visibility Members Only Active 4 Save y Cancel X Figure 5 10 Edit Blog Properties You can modify the title and description of your blog whether comments are allowed who can see the blog and whether its currently active Click Save to save your changes or Cancel to close the dialog without saving The Add Post button is also available to blog authors on the main blog page Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 69 ClubExpress User Manual Version 5 5 Chapter 6 Chapter Finder INTRODUCTION If your club or association is configured as a Parent club with local chapters the Chapter Finder module allows website visitors and members to locate chapters Selecting this option from the menu displays one of the following four options based on how the club has configured this modu
15. Click Return to Previous Page to return to the main News screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 118 ClubExpress User Manual Version 5 5 Chapter 16 Photo Albums INTRODUCTION ClubExpress supports custom photo albums containing photos uploaded by administrators or individual members Each photo is stored in multiple resolutions with a title caption photographer s name the date the picture was taken and one or more tags describing the photo Photo albums are organized into categories that can be anything you want as general as Events or as specific as Summer Picnic 2012 Individual photo albums can be placed on the menu PHOTO ALBUM INDEX ClubExpress also includes a Photo Album Index function that collects all defined photo albums onto a single screen This function can easily be placed on the menu as a single entry point into your organization s photos Clicking the Photo Album Index link displays a screen similar to the following Home gt Photo Albums Best Club Photos Balloons in Flight Launching 4 photos updated 5 19 2012 10 photos updated 8 13 2011 6 photos updated 8 19 2009 jp Cruises Penguin Cruise 1 photos updated 10 22 2012 Figure 16 1 Photo Album Index Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 119 ClubExpress User Manual Version 5 5 The initial view shows the 30 newest and most r
16. Figure 11 8a Event Registration Wizard Entering Companions mary cluexpress com 320 333 4444 This section allows users to enter companions and to specify a registrant type for each of them Selected fields may be required depending on how the event is configured Click the Add Companion Guest button to display a popup screen for another companion as shown on the next page Click the Edit link to modify a companion already entered or the Remove link to remove a companion previously entered or to re enter a companion if you made a mistake Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 102 ClubExpress User Manual Version 5 5 Add Companion Guest Q Add or edit companion information Fill in the information and select the registrant type Click the Save button when finished First Name Last Name Reg Type Everyone Save Y Figure 11 8b Two versions of the Add Companion Guest Dialog Cancel X Add Companion Guest oR a Add or edit companion information Fill in the information and select the registrant type Click the Save button when finished First Name Last Name Reg Type Title Company Address 1 Address 2 City State Zip Country Email Phone Everyone lt Select gt UNITED STATES Show All Countries Cancel X Click the Add Other Members in Membership button to add the members of
17. e Select Photo Albums to upload photos and organize them into personal photo albums This option will only appear if your club or association has enabled member level photo albums e Select Download Bank to view any documents in your download bank This option will only appear if your club or association has enabled the Storefront module from which digital content can be purchased and downloaded User Manual Select this option to download a user s manual for ClubExpress This manual is in Adobe Portable Document Format PDF there is also a link to a free Adobe reader Note that other options that are club specific or association specific may also be displayed These options were programmed especially by ClubExpress for your organization allowing the database to store information that is unique to your organization Click the link to display the custom content with its own instructions Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 18 ClubExpress User Manual Version 5 5 RENEW Click the red Renew link to renew your membership This choice only appears if your membership is up for renewal You will be taken into the Member Renewal wizard the first screen of which is shown below Home Membership Renewal Membership Renewal for Jon Harrison Step 1 of 3 Use this screen to update this user s membership The current membership type is shown below make any necessary changes The l
18. lt Year gt Reset Spouse Birthday lt Month gt lt Day gt lt Year gt Reset Anniversary lt Month gt lt Day gt lt Year gt C Reset Social Networking Linkedin Test Twitter Test FaceBook Test MySpace Test Figure 4 8a Membership Directory top part Visibility The Visibility drop down list allows you to control what information is shown to other members in the Membership Directory this module is normally not visible to non members If members join the club through their personal lives the following options are available e Show all information Everything is visible e Show all information except email e Show name city state bio email phone and work info no address Everything is visible except your home and alternate addresses e Show name city state bio email and phone no address or work info Everything except your addresses and work information is shown Some organizations may not collect work information Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 25 ClubExpress User Manual Version 5 5 Show name city state bio and email no address work info or phone In addition to the above your phone numbers are also not shown Show name city state and bio only no contact information In addition to the above your email address is also suppressed But your bio and photo are still visible If your club or associatio
19. Show Name Display my full name with my messages Link to Bio Display a link to my directory listing bio with my messages Show Location Display my location with my messages Location Chicago IL Local Time Offset The current server date amp time is 7 10 2009 2 39 PM Specify your offset time in hours 0 Show Picture Display this picture with my messages Select Picture C Check this box to apply these identification options to all my forums Save y Cancel x Figure 4 22b Forum General Preferences bottom part Authoring Messages e The default Text Editor is a simple text only input field that is suitable for the majority of users However more experienced users can switch to an advanced editor which includes support for text formatting fonts colors tables and other options This is the same editor used to create custom pages within ClubExpress it is explained in Chapter 17 e f you want to attach a standard Message Signature to each message check the box and specify the sig in the field provided This saves you from typing a standard set of characters at the end of each message Forum users often include their name location or a catchy phrase in a signature although forum etiquette suggests that signatures should not be excessively long Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 44 ClubExpress User Manual Version 5 5 e The check box allows
20. User Name and Password 92 User Name and Password Some areas of our web site are only available to members Your username and password allow you to log into the site to access these features The name you choose must be unique within the club User Name msmith 6 of 50 characters used Password o Weak 5 of 50 characters used Re enter Password s w Remember me on this computer Password Info A password strength indicator will give you a score on your selected password as you type Note that this is for your information only this web site does not enforce specific password rules Some tips for a strong password Donot use common obvious passwords like password or 123 Donot use easily guessed passwords like your first name or your birthday Include a mix of upper and lower case letters and numbers Add punctuation and other special characters Longer is better A passphrase is often better than a complex password For example My favorite color is ecru is a very strong password It is easy to remember and hard to quess Save Y Cancel X Figure 4 26 User Name and Password Because your password is encrypted by the system using a one way hashing algorithm so that no one not even a ClubExpress support agent can read it there is no way to retrieve the current password If you press Cancel to close this screen without making a change your original pass
21. Click the Add Photo Album button to create a new photo album You will see the following popup dialog Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 51 ClubExpress User Manual Version 5 5 Photo Album Configuration Edit the properties of your photo album Album Name Funny Shapes Menu Text Funny Shapes Availability Any Web Site Visitor Visible A Description 0 of 200 characters used Save y Cancel x Figure 4 29 Add Edit Photo Album Specify the album name and text that can be used if the album is placed on the menu which is often shorter You can also specify whether the album will be available to all website visitors or whether it should only be visible to members The album is initially hidden to allow you to add photos and introductory text to it when you are ready click back to this screen using the Configure link to make the album visible You can also enter a short description Click Save or Cancel to return to the Photo Album Manager screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 52 w IN a ClubExpress User Manual Version 5 5 Maintaining Your Photo Albums If you are not clear about the meaning of any icon click Legend to display a drop down list Fe Legend Edit Content View go Manage Coordinators Edit Configuration p amp MU g Long Description ll Delete Figure
22. Click the matching Reset button to clear your criteria When you search using the Title and Description fields there is no need to type wildcards the system will find the specified string wherever it appears The Metro Area option will only be displayed if you have defined metro areas on the Control Panel Click the 2 icon to hide this panel Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 97 ClubExpress User Manual Version 5 5 Event Details To view the details for an event click the event title in the current view You will see a display similar to the following Home Events Calendar Summer Picnic Events Calendar Event View Return to Grid View Summer Picnic When Saturday Jun 30 2007 10 00 AM to 5 00 PM Where County Forest Preserve 543 Higgins Ave MAPQUEST Schaumburg IL E F ii ii in Contact Lisa G Abrams Email leebie verizon net Registration Required Payment Payment In Advance Only Registrants amp Fees PARU Fee Companions Only 20 00 Member 10 00 Non Member 10 00 Non Members amp Companions 10 00 Join us for a fun time in the sun and water We ll have BBQ food beer and soft drinks games swimming and lots of space to spead out and enjoy the season Don t forget the sunscreen Figure 11 5 Events Event View This view shows the event title location description and rules registration attendance and
23. y Click to view File Readers and Utilities for download Return to Previous Page Figure 4 35 Download Bank Click the double arrow character on the left to view details of each document Click the Download link to download the document The Edit link will only appear for administrators it allows them to update the properties of the document including its status and expiration date Click the Clear button to remove from the list all documents that have been downloaded at least once or that can no longer be downloaded because they have expired There is also an option to download readers for common file formats Click Return to Previous Page to return to the Profile screen USER MANUAL Select this option to download a user manual which explains the features of ClubExpress that are available to members who do not have any administrator rights You can also view a video that describes the major options on this Profile screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 59 ClubExpress User Manual Version 5 5 BAD EMAIL ADDRESS ES Membership Summary Type Couple Join Date 3 22 2004 Status Active Last Renewal N A Exp Date 9 30 2007 Payment Due NOTE You have one or more invalid email addresses Click here to correct them Figure 4 36 Bad Email Notification If you see the above message in the Membership Summary panel you have one or more bad email addre
24. 1 Editing your Member Bio or a Forum Message At the top of the screen is a toolbar of buttons with similar functions grouped logically The meaning and behavior of each button is described below Underneath is the edit area where you type text highlight blocks manipulate tables and images and perform other editing functions At the bottom of edit area is another toolbar with special functions then a word and character count Many functions work on a block of text that has been highlighted by dragging the mouse cursor over the text The editor also supports Drag and Drop to move highlighted text from one part of the page to another Click Save to save your changes or Cancel to discard them You will be asked to confirm a Cancel operation Both buttons close the window and return you to the previous screen Important Note You should save your work every 15 20 minutes to maintain the currently logged in session If you don t do this the system may close the active session and you risk losing all your work This session timeout varies based on your level of access for administrators it s 60 minutes The system will give you a warning approx 5 minutes before a session is due to expire Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 133 ClubExpress User Manual Version 5 5 TOOLBAR FUNCTIONS The following table explains each toolbar button Many use the same icon and perform the same fun
25. Appleworks Entourage etc When you click the icon a standard dialog will be shown asking if you want to Open or Save the file Clicking Open creates a new appointment meeting in your PIM calendar You can also Save the file then share it with others It can be opened at any time to create the appointment meeting The vCalendar icon is also displayed beside each event in the various List views allowing you to quickly add multiple events to your PIM calendar If the event has passed the Event Report button displays a ClubExpress custom page with a report on what happened You can also link a ClubExpress photo page to the Event Photos button Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 99 ClubExpress User Manual Version 5 5 Multi Activity Events If the event has multiple activities these are listed below the general event description as shown in the following screen Activities Registration When Friday Oct 21 2005 8 00 AM to 10 00 AM Where Gunderson Ranch Flagstaff AZ Registration Required Registrants amp Fees Registrant Fee Fee After 10 1 2005 Companion 1 200 00 S 1 500 00 Member S 1 200 00 S 1 500 00 BBQ and Dancing Details Roasted calf and pig round out the day for tired and happy balloonists and their families Join us for a fun filled evening with friends from around the country Music provided by the Hi Flyin Fiddlers plus games for the kids W
26. Click this button to add photos to the album that have already been uploaded You will see a dialog similar to the following Select Photo Q Q Enter one or two tags and click Show Photos to see photos with these tag s Click the Master Tags button to select one of the master tags as a search criterion Select one or more photos from the list using Shift Click or Ctri Click then click Select to add these photo s to your page Matching Tag summer Select Master Tag And Tag Select Master Tag Show Photos 7 Photos Preview Launching Launching bigstockphoto_Air_Balloon_165031 jpg bigstockphoto_air_balloons_2571855 jpg Reflections Aerial_Rural Candy Striper Select y Cancel X Figure 4 32 Select Photos Enter one or two tags and click the Show Photos button to display a list of photos with these tags You can also select tags from the master tag list As you click on a photo a preview is shown in the right panel You can also Shift Click and Ctrl Click to select multiple photos at a time but the preview panel will only show the first selected photo in the list Click the Select button to add the selected photo s to the album or Cancel to close the dialog without adding photos Add Multiple Photos Select this option to upload multiple photos and place them all on your album You will see the following dialog Copyright 2004 2013 Gembrook Systems All Rights Re
27. Edit Equipment Forum Does Not Send Emails msmith balloons com Edit m a H Official Club Business Forum Does Not Send Emails msmith balloons com m a Safety Send Immediate Emails msmith balloons com Return to Previous Page Figure 4 23 Forum Memberships The Status panel allows you to temporarily unsubscribe and then re subscribe to forums without losing your configuration settings Click the Pause option when you are going on vacation or otherwise want to suspend receiving emails for a period of time Click the Resume button to restore email delivery The main grid shows forums that allow you to participate in forum discussions This may not be the complete set of forums defined by the club Two types of forums are shown in the list 1 If a forum is available for all members to opt in you can subscribe and unsubscribe from this forum Click the Join link in the Maintain column to subscribe to the forum or the Remove link to unsubscribe 2 If the forum membership is all members or is based on a committee an interest group or a member type or is moderator defined you are a member of the forum through an external setting You cannot unsubscribe from such a forum but you can suspend email delivery for such a forum so that you are effectively not participating Click the Edit link to modify settings for an individual forum You will see a screen similar to the following Copyright 2004 20
28. affiliation or expertise in various club or association programs or topics of interest to members When you click the Interests choice you will see a screen similar to the following Home Member Profile interests o Maintenance Maintaining and preparing balloons and associated equipment for the flying season Burners Maintaining the gas burners including storage tanks pipes jets controls gauges and other equipment V Envelope Maintaining and repairing the balloon envelope including vents lines and control surfaces V Baskets Maintaining baskets including lines safety harnesses weights and other passenger elements V Support Equipment Everything but the basket burner or envelope Competition Sweep Rowing Balloon races We re interested in every aspect of balloon racing We love to race and improve our skill at reading the weather winds and terrain We also foster competition with other clubs Figure 4 27 Interests Interests are organized into categories Each interest has a checkbox and your current interests will be checked In general you can check or uncheck as many interests as you wish but clubs also have the option to limit how many interests can be checked within each category To clear the slate and start over click the Uncheck All link at the end of the list When you have finished click Save or Cancel to return to the Member Profile screen Copyright 2004 2013
29. and when you select a member type which is configured for automatic renewal and payment you will not receive a renewal notice and you do not need to login to renew the system will renew you based on the duration of the chosen member type every month every quarter every year etc and will charge your saved credit card automatically If you select a member type that is configured for automatic renewal and payment you will see a special note on the summary page before you save your membership and proceed to the payment page When this option is enabled the system requires that your credit card be saved and you will not have the ability to remove it You will still see this screen so that you can change the card or update it for example to modify the expiration date or validation code when a new card is issued However the Remove option will not be shown To stop the automatic charging you must cancel your membership effectively resigning from the club To do so click the Cancel My Membership button on your Member Profile screen When clubs and associations use this option we require them to have their own merchant account So transactions will appear on your monthly statement using the name of your club or association Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 38 ClubExpress User Manual Version 5 5 EVENT HISTORY Select this option to view a history of all events you have attended Yo
30. association merchandise This option does not appear for secondary members or for administrators editing profiles other than their own e Select Event History to view and print a list of events you registered for and attended if attendance is being tracked Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 17 ClubExpress User Manual Version 5 5 e Select Optional Additional Charges to purchase one or more of the club s additional charge options which are otherwise only available during signup or renewal time Forums e Select Forum General Preferences to specify your general preferences for participation in discussion forums This option is only shown if your club or association has enabled the Forums module e Select Forum Memberships to specify your preferences for individual forums including whether you are subscribed to the forum and how or whether emails should be delivered e Select Thread Subscriptions to view current subscriptions and to unsubscribe from any threads from which you no longer wish to receive updates Website e Select User Name Password to modify the user name and password used to log into the system On the administrator version of the profile this option is replaced with Reset Password e Select Interests to let other members know what expertise and interests you have within your club This option is only shown if your club or association has enabled the Interests module
31. close the dialog without uploading Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 56 ClubExpress User Manual Version 5 5 Important Note Only upload photos that you have the right to upload i e you hold the copyright or the copyright holder has granted permission for the photo to be uploaded If you upload photos without permission of the copyright holder you run the risk of being sued for unauthorized use of copyrighted material Add One Photo Select this option to upload a single photo and place it on the album You will see the following dialog Add Edit Photo x This screen allows you to upload a single photo to the website Select the file from your local hard disk or network then complete the fields below Tags alow admins and other users to find this photo Fields marked require an entry Select File Choose File bigstockp 1149 jpg Title Sailing over Farmland Caption 0 of 500 characters used Photographer Martin Smith Date Taken 4 13 2013 M Allow Download of Hi Res Version Select Master Tag s farmland race Enter one or more tags that will be used to categorize this photo one per line Click the Select Master Tag s link to select tags from the master list Save f Cancel X Figure 4 34 Add Photo Click the Browse button to browse to a photo on your local hard disk You can also specify a title caption photographe
32. fee if any If the event is in the future and registration is required or recommended the Register Now button allows users to begin the registration process If the Mapquest feature was enabled for the event clicking the Mapquest icon opens a new window showing the event s location in Mapquest where attendees can also get directions to the event location Note that the Register Now button will not appear if registration is not required or if the event is for members only and the current user is not logged in or if the event has completely passed unless you are an admin or if registration is closed for some other reason For a multi day multi activity event the button will appear until the last day of the event to allow people to register for individual activities on the last day Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 98 ClubExpress User Manual Version 5 5 If the Registrants button is displayed you can click it to see a list of who else is coming For members you can then click their Bio link to jump to each member s Bio Directory page vCalendar Icon paa ts w What is this The calendar icon below the Register Now button allows you to add the event to your personal calendar This feature uses an Internet standard called a vCalendar file which is supported by most Personal Information Manager PIM programs including Outlook Eudora Mozilla Thunderbird Palm Desktop
33. full amount click it The amount to be paid will change to a text box allowing you to edit this amount The system may suggest a recommended amount and it will enforce a minimum payment Press Tab to move off the field and post your change the total selected for payment will be updated If you make a partial payment against an event the event transaction stays on your payment screen with the amount due now reflecting the partial payments made to date Your Profile Transaction History screen reflects the original amount of the transaction payments made to date and the amount owning The Payment Status for an event that s paid in full will be Paid in Full For an event that s partially paid the status will be Partially Paid Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 109 ClubExpress User Manual Version 5 5 Chapter 12 FAQ Frequently Asked Questions INTRODUCTION FAQ stands for Frequently Asked Questions This module is used to create custom pages of questions and answers organized into topics It might also be called the Technical Library module because of its ability to create a library of documents on technical subjects For example a vintage car club might have a library of how to articles written by members on various aspects of restoration while a sailing club has similar articles on equipment racing techniques safety issues and certifications T
34. gt gt Documents Search For Members gt gt Committees Content Panel LastName FirstName City State Province Zip Company O Interests Recent Member Search For lones Search Results 1 members found 5 Prev Next gt o Neme Gy State Zip Bo Barbara C Jones Rolling Meadows IL 60008 Return to Previous Page gt gt Forums Search By gt gt Interests gt gt Test Custom Page gt gt Surveys gt gt Contact Us gt gt Photo Page List gt gt atest gt gt Control Panel Page Footer Figure 2 1 ClubExpress screen PAGE HEADER Every page within an organization s web site has a standard header This header usually runs the full width of the page although this is not required It can be any height although it is usually advisable to keep the header no more than 125 130 pixels in height so that it doesn t dominate the page ClubExpress includes a custom designer to build this header Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 7 ClubExpress User Manual Version 5 5 MEMBER LOGIN amp PROFILE Every page also includes a login panel In the example above this is a small rectangle on the left side under the page header and above the menu Other templates may have it in different positions and with different dimensions for example as a narrow strip across the top of the page above the
35. have multiple line items one for each item in the order as well as items for shipping handling based on your chosen shipping method and sales tax if charged Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 129 ClubExpress User Manual Version 5 5 Select a payment method then follow the instructions to enter the required information and submit the payment for processing If you pay immediately by credit card your order is flagged as Ready to ship If you choose to print an invoice and mail a check your order cannot be shipped until the check is received and recorded in the system DOWNLOADING DIGITAL CONTENT If you have ordered digital content the confirmation email you receive will include a link to your Download Bank This is a list of documents that you can download It is also available as a link from your member Profile You will see a screen similar to the following Home Member Profile Download Bank o Download Bank y Name Status Links amp Skiing for Dummies Available Download Edit Description 125 page digital book for downloading Format Unknown File Size 73 672 Days Remaining 7 Downloads 0 RA Skiiing for Dummies Supplement Available Download Edit Click this button to clear all documents which have been downloaded atleast once or which can no longer be downloaded Click to view File Readers and Utilities for download Return to Previous Page
36. icccciceiscccietorcevehicsucnimerietitienead auetehovcennaueeeeeren 66 Figure 5 7 Posts Manager sesssseseserrneeesserrrrrnrrtrrrrrnnrrsserrrrnrtnnntsserrrnnn nnet 66 Figure 5 8 Add Blog Post nnsseeessenennnrrnreeseerennrrnrttsrrrnnnrsssrrrnnrrnnnnsserernrrn nnt 67 Figure 5 9 Post Comments cy cccpeccedecencryvancactelecenneeceanedancndbcgmceeientantedoementeaged 68 Figure 5 10 Edit Blog Properties casts sc wesesseteaeessaettenrtieiual eras iar 69 Figure 6 1 Chapter Finder using Standard Map ccceeeeeseeeeeeeeeeeeeeeeeee 70 Figure 6 2 Chapter Finder using Google Map ceceeceeeeeeeeeeeeeeeeeeeeeeeeeeeee 71 Figure 6 3 Chapter Finder using Organization Chart 0 ceseeeeeeeeeeeee 72 Figure 7 1 COMMING OS waa taecesent eects aces danmnerts etter det pacn eases Gaceedelre tel eeacerdeagis 73 Figure 7 2 Committee Members eeeeeeecceeeeeeeeeeneceeeeeeeeeeeeesaeaeeeeeeeeteneas 74 Figure 8 1 Forum categories and fOrus c cceceeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeees 76 Figure 8 2 Forum thir Gad icc2 2 ces saseevessgteceesidavcdeletcecveeesuytdisevventhanteasidsecgelea teense 77 Figure 8 3 Post Message basic editor snssseeseeesserrrereserrerrrrerrsserrrrrrnn 78 Figure 8 4 Message if member or forum is Moderated l a 78 Figure 8 5 Adding an attachment to a message ceeeeeeeeeeeeeeetteeeeeeeeeteees 79 Figure 8 6 Ad
37. or association Here you can update Name Address Phone numbers email address and web site User Name and Password A complete history of transactions done through the system A complete history of payments made to the club Whether your credit card is stored securely by the system The information in the member directory Links to social networking websites such as Facebook and LinkedIn Your answers to additional questions asked by the club or association Your Interests Your Achievements if this option is enabled for your association Preferences and subscriptions in discussion forums Secondary and or tertiary member accounts if you are a Primary member Resign your membership if it was configured for automated charging Your club or association may also allow additional information to be stored including an alternate address work information your date of birth etc As ClubExpress is enhanced additional menu choices will be added to the Member Profile system to reflect these options ACCESSING YOUR MEMBER PROFILE To access your Member Profile you must first log in using your Username and Password Click the Login prompt near the top of the screen Once you have logged in this prompt is replaced with a welcome message and two additional prompts Logout and Profile Click the Profile prompt to enter the Member Profile You will see the following screen Copyright 2004 2013 Gembrook Systems All Rights Reserved P
38. pressing the Search button Optionally you may select a specific forum to search Note that no more than 100 messages will be returned Fields marked require an entry Search For Messages Search For burner Search Type All Words Any Words Exact Phrase Advanced Boolean Fuzzy Post Date Range Any Time x Select Forum All Forums gt gt Search Results 5 messages found Subject Author Posted New Bumer Anyone Tried Jonesy 8 19 2007 11 09 AM There s a new type of bumer being announced tomorrow by Cameron lt has a narrower nozzle and higher temperature to create more lift Has anyone used this new type and can recommend it Regards BJ re New Burner Anyone Tried Dan95 8 19 2007 11 24 AM We ve been using the new bumer for weeks as part of the beta test No problems at all Dan Looking for EB34 burner flange Bo 4 11 2011 2 52 PM Anyone know where I can find an EB34 flange New Bumer Anyone Tried Jonesy 12 18 2009 9 22 AM Full Steam Ahead Jonesy Chicago IL mailto dan clubexpress com hghghghghhghghhg re New Burner Anyone Tried msmith 8 19 2007 11 22 AM Higher pressure means that there s more risk or an explosion wouldn t take the risk Figure 8 11 Forum Search Results The first 100 matches are shown When you click the link in the Subject column it will take you directly to that message You can click Return to Search to go back to the search screen Copyright 2004 20
39. shows the location of each chapter Click the icon to display information about that chapter You may also see an aggregator icon with a number in the middle indicating multiple chapters in close proximity Click this icon to zoom in and see the individual chapters Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 71 ClubExpress User Manual Version 5 5 Organization Chart Home Club Finder o Club Finder Navigate the organization hierarchy by clicking on the and buttons Click on a name to see more info on the selected item Northwestern Balloon Club South Midwest Illinois Chicago Rolling Meadows Michigan Northeast West Figure 6 3 Chapter Finder using Organization Chart This option shows the hierarchy of chapters districts and regions in the club or association It s used by organizations where chapters do not necessarily map to a geographic location Click a subgroup at any level to display details about that subgroup This organization chart option is also available for each of the map options allowing users to display this hierarchy even if one of the maps is configured by default Viewing International Chapters If your club or association has chapters outside the US and Canada you can optionally display a special button that when clicked displays a list of these chapters Copyright 2004 2013 Gembrook Systems All Rights Reserved Pa
40. t store it you can still pay with a credit card by entering the details when prompted If you choose to store your credit card you can be reassured that it is maintained in an encrypted database that cannot be read except by the software and then only under program control All credit card transactions are conducted in secure sessions to provide an additional level of protection If there is no credit card stored the top section including the Remove button is not shown Instead you can enter the credit card information and click Save to save your information or Cancel to return to the Profile screen without saving If the address for the credit card is different from the Primary Address stored in your account click Yes for the question at the bottom of the page a new panel will be displayed allowing you to enter the address information If a credit card is already stored click the Remove button to remove it There is no confirmation of this step Important note when you pay a pending transaction by credit card the charge on your monthly statement will read C ubExpress unless your club or association has established its own merchant account Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 37 ClubExpress User Manual Version 5 5 Automated Payments ClubExpress includes an option to allow memberships to be renewed and paid automatically When this option is enabled by a club or association
41. the Comment field to attach a note to the donation For example In honor of Jack and Mary Smith for 10 years of service to the club Click Proceed to Payment to complete the Donation by paying via credit card or check Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 93 ClubExpress User Manual Version 5 5 Chapter 11 Events Calendar amp Registration INTRODUCTION The Events Module allows clubs and associations to maintain an online calendar to inform members and the public of events and to allow them to register for these events The module fully supports options such as Single activity or multiple activity events Notifications calendar entries that are not full events Public holidays and other significant days listed on the calendar Event categories including color coding Multiple calendar views with filtering by category and metro area Searching for events based on multiple criteria A link to an external website for an event organized by another group A link to custom pages for additional information on the event A map link for the event location A link to add the event to the personal calendar on your computer Registration required or recommended Limiting events to members only Allowing companions to be signed up Maximum capacity Fees which change after a certain date Fees which are different for non members and or companions Payment by credit card or check
42. the forum and the date of the last post If messages were posted to forum since your last visit a blue diamond in the Last Post column will be shown Next to a forum s name is its blue Visibility setting Public Club Members Only or Forum Members Only and its red Status setting Active Not Active Locked or Archived Admins will see these settings for ALL forums Moderators and coordinators will only see visibility and status links for the forums they moderate coordinate Click Search to search for specific messages Click Our Forums Policy if shown to view the club s policies for maintaining harmonious and smoothly running forums These options are described in more detail below Drilling into a Forum Threads of Messages Clicking the forum name displays a list of threads in the forum as shown in the following screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 76 ClubExpress User Manual Version 5 5 Home Forums Equipment This is a list of the threads in the forum you selected Click on Started By Subject or Last Post to sort the threads into the corresponding sequence Click on a thread name to view the messages in that thread Note The Views counter shows how many times the thread has been viewed since 5 29 2010 Search This Forum Start New Thread My Forum Preferences Forum Admin Members Go To General Interest Forums Equipment a CC fae 12 11 74 5 77
43. the problem Martin Y Design lt gt HTML amp Preview B Zoom Post Message Y Cancel X Figure 8 3 Post Message basic editor Specify the subject and optionally a message icon from the drop down list Then enter the message text and click Post Message The message will be added to the forum In your profile you can also set an option to use the advanced content editor described in detail in Chapter 17 This editor provides support for fonts attributes tables indenting bullets images horizontal rules etc If you are moderated in the forum or the forum is moderated you will see this message displayed after you create and save the post Home Forums Version2 all active members public New thread saved pending review Figure 8 4 Message if member or forum is Moderated Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 78 ClubExpress User Manual Version 5 5 Adding Attachments to a Message To add attachments click the paperclip icon at the bottom of the window The screen will refresh to show the following panel Attachments up to five allowed Browse Remove Add Figure 8 5 Adding an attachment to a message Click the Browse button and select a file from your computer or network It will be added to the message If you want to add another file click the Add button to display another Brow
44. the system It will always be stored Immediate Payment Required If you are registering for an event where immediate payment is required you will see a special warning dialog You have 30 minutes to complete payment by credit card before the event registration is automatically canceled The Print Invoice and Send a Check option is not shown Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 22 ClubExpress User Manual Version 5 5 CONTACT INFORMATION Click Contact Information to modify your name address s phone number s work information and email address You will see a screen similar to the following Jome Member Profile Contact Information Contact Information This screen allows you to enter more contact information than was supplied in the Membership Application pecify a Nickname to be used in correspondence The Secondary Address can be used if you spend a ignificant part of the year living at another location Use the Enable checkbox to activate this address in place of the Primary Address General Information Member Number 3 Tite Mr FirstName Marin Middle Initial Last Name smith Nickname Skippy Spouse FirstName May SpouseLastName t Primary Address Address 1 123 Main Stref Address 2 pt2 City Chicago State Province Minois Zip Postal Code 60601 Country UNITED STATES Home Phone 312 555 3456 S S
45. undo the last change or the small down arrow to select which changes to undo Redo the previous Undo The shortcut key Ctrl Y performs the same function Click the forward arrow to redo the last undo or the small down arrow to select which undo point to reverse Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 134 ClubExpress User Manual Version 5 5 Indent the current line or block 1 tab stop Outdent the current line or block 1 tab stop Click to insert a hyperlink to another ClubExpress module an external website an email address or an anchor bookmark within a page The shortcut key ez Ctrl K performs the same function For more information see the special section below Break the current hyperlink removing the special linking code behind the scenes The current hyperlink will revert to standard text The shortcut key Ctrl Shift K performs the same function E in w Insert an image from your graphics library and other E club level photos for example logos For more information see the special section below Insert a Special Symbol Click the small drop down Q arrow to display a popup window of special characters Click a character to insert it in your text Insert an audio video or Flash image or a reference to pe a YouTube or Vimeo video Insert a smiley aka an emoticon a small graphic to indicate an emotion Click the small drop down arrow to Ca
46. 0 ClubExpress User Manual Version 5 5 Balloons in Flight X A collection of the best photos taken by club members or sent in by fnends The photos on this page change regulary so stop back often to see the latest ones Click on each photo to see a full More Info VB eee Ro gt S nE a cea BO Wet feet in August Jeff Harrison Figure 16 3 A Typical Photo Album The photo album title and description are displayed at the top For longer descriptions click the More Info prompt The photo itself is displayed in the middle with navigation arrows on the left and right Thumbnails of each photo in the aloum are displayed along the bottom Click the navigation arrows to move to the previous or next photo or a thumbnail to select a specific photo If there are more photos in the aloum than can be displayed across the width the thumbnail section will have its own navigation arrows The photo title photographer and caption are displayed at the bottom The gray tab in the top right corner shows the current photo number and total then three icons e Download hi res e Full screen view e Play Pause slideshow mode To close the album click the X icon in the top right corner Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 121 ClubExpress User Manual Version 5 5 Chapter 17 Storefront INTRODUCTION The ClubExpress Storefront is a powerful E Commerce module whi
47. 13 Gembrook Systems All Rights Reserved Page 46 ClubExpress User Manual Version 5 5 Home Member Profile MemberForums Forum Preferences Forum Preferences for Engine maintenance Email Address Use Email Address primary Contact Email info clubexpress com Forum Default Email info gembrook com gt This Address A Allow Private Replies Allow forum members to send replies directly to me via email Message Delivery Send Email Send Forum Messages To Me Via Email Email Format Plain text in the body of the email Rich formatting in the body of the email Frequency Immediately v Authoring Messages Forum Handle msmith Message Signature Attach the following signature to each message Identification ShowName Display my name with my messages Link to Bio K Display a link to my directory listing bio with my messages Show Location K Display my location with my messages Show Picture Display my picture with my messages Reset to Default Save Y Cancel X Figure 4 24 My Preferences for a Forum Many options on this screen match choices on the general preferences screen so they won t be repeated here Some choices may or may not be displayed depending on whether that forum supports email posting and or delivery Use Email Address allows you to control the email to which forum messages are sent on a forum by for
48. 13 Gembrook Systems All Rights Reserved Page 87 ClubExpress User Manual Version 5 5 Chapter 9 Documents The Documents module allows a club or association to store and organize documents that can be downloaded by visitors and members Documents are organized into folders and can be specified with a title description author s creation and revision dates size format and other information A club or association can also optionally allow members to upload documents that must then be approved to become visible for others to download Related options allow members to rate documents and to view aggregate ratings and to add comments about documents ClubExpress supports documents of any size there is no restriction on the number and size of documents that can be stored in the system and made available for the legitimate purposes of the organization A typical document category screen is shown below Home Documents Admin Past Newsletters PDF files of prior issues of our club newsletter View Documents This folder has sub folders View Articles Articles collected from various sources on ballooning View Documents gt Official Club Documents Bylaws release form safety rules strategic plan etc View Documents gt Figure 9 1 Document Categories If the current category has sub categories click the View link to display a similar screen showing the sub category a
49. 4 16 2013 4 06 PM Charge Reasonable Dues 2 8 2013 10 27 AM Renewal and Expiration Not 2 15 2013 10 22 AM Y April 2013 Y February 2013 January 2013 Return to Previous Page Figure 5 2 Reading blog entries The most recent blog entry is shown with its title and the date time it was posted Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 63 ClubExpress User Manual Version 5 5 Comments 0 Comments Click here to view or add comments Comments are subject to editing or deletion at the blog author s or club s discretion Handle Theater Fan o agree the show is tired and needs a complete revamping Max 500 characters 442 characters left Figure 5 3 Adding a comment If the blog allows comments you will see a comments panel below the blog entry with the most recent comment at the top Click the Add Comment link to display a panel that prompts for a handle and your comment Click Save to post your comment or Cancel to cancel without posting About this Blog Membership Directory Dan Ehrmann 15 Title President Company ClubExpress Company Website www clubexpress com Dan has 25 years of experience developing custom software solutions designed to fit client needs ClubExpress is his fifth startup venture of the previous four two were successful and two were not and he learned as much from the latter as from the re former Dan previou
50. 4 30 Legend for managing Photo Albums Click the Edit Content icon to manage the photos placed on the album as well as a detailed description of the album This option is described in more detail below Click the View icon to display the photo album even if its not on the menu Click the Manage Coordinators icon to add one or more coordinators who have administrative rights over this album You will see the same screen described above for built in functions Click the Edit Configuration icon to display the dialog described above allowing you to change name menu text category and visibility Click the Long Description icon to display the advanced content editor allowing you to create a more detailed description of the album With this editor you have full control over fonts alignment styles and other powerful HTML options you can even add photos and other graphics Click the Delete icon to drop the album You will be asked to confirm this action which cannot be reversed the album is completely deleted Note however that any photos placed on the album are not deleted they are still stored in your website and can be placed on other albums or pages Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 53 ClubExpress User Manual Version 5 5 EDITING PHOTO ALBUM CONTENT Fi When you click Edit you will see a screen similar to the following Home Control Panel Photo Album Manager Edit Pho
51. Categories FAQ Buying a HotAir Balloon FAQ FAQ Question How to buy a used balloon courtesy of Cameron Balloons Cameron Balloons produce a wide range of products for more information on the various products they produce take a look at the pages in the introductory Cameron Balloons section on the product range If you were thinking of buying a hot air balloon there are various bits you will need if you want to fly it The example we have taken is a balloon model Type N90 one of the standard models which Cameron Balloons make This model would be suitable for sponsorship or advertising use The total cost of the balloon is around 21 885 2000 price but there are 3 major elements to this cost These are the envelope basket and burners However you need more than just these three bits to go flying Any attempt to hang an envelope over a basket and fire hot air into itis sure to end in an embarrassing failure A whole range of other odds and ends are needed to complete the picture The links around the balloon below take you to the glossary section to give you further details on that particular item Artwork arg Price depends what you would like Envelope scoop 410 Shadow double burner 3420 Padded covers Basket 4 196 ee Fuel cylinders 4 2348 Tether line 50m Other equipment Cushion floor Instruments 126 264 176 945 Total Balloon Cost 21885 2000 price fo
52. Event specific questions at multiple levels of the registration Optional event release agreement including default A special printable version of the month grid with more details Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 94 ClubExpress User Manual Version 5 5 VIEWING EVENTS When users open the events module the first thing they generally see is the Month Grid view shown below Clubs can configure a different default view on the event calendar admin screen Home Events Calendar Admin Events Calendar Grid View Switch to List View Today Legend Aug September 2007 Oct Sunday Monday Tuesday Wednesday Thursday Friday Saturday 3 4 5 6 7 8 winter Winter CE Storage Sign Storage Sign Up To GetOn Up To Get On The Schedule The Schedule 9 p B FF Mid Month Mid Month Meeting Meeting Figure 11 1 Events Month Grid View This view shows a traditional month grid with events shown on the day scheduled Today is highlighted in a special color Links allow users to scroll to the previous or next month Events are color coded based on the event category Click the Legend link to see a list of categories and the color associated with each Click the red X to close this list Events that are flagged as Members Only will not be displayed when visitors are viewing the calendar The grid may also include Notifications which are calendar en
53. Gembrook Systems All Rights Reserved Page 50 ClubExpress User Manual Version 5 5 PHOTO ALBUMS If your club or association has enabled member level photo albums the Photo Albums choice will be visible This option allows you to create website albums and upload hi res digital photos into them A club administrator can also place these photos on club level photo albums When you select this option you will see a screen similar to the following Home Member Profile Photo Album Manager for Martin Smith Photo Album Manager for Martin Smith This screen shows your individual photo albums Click Add Photo Album to create a new photo album In the list of photo albums click Configure to modify the properties of that album Click Edit Content to add photos to a album or update the photos in an album Click Description to modify preamble text that will be placed at the top of your album Add Photo Album Title Type Category Status Maintain Spring Ride 2012 Member Member Photo Albums Visible f amp e ie i me my Summer Races Member Member Photo Albums Visible f Oef Return to Previous Page Figure 4 28 Member Photo Albums The grid shows photo albums that you have created perhaps built around a specific event or project The grid shows the title and status for each photo album The following options are available Add Photo Album
54. Pending Payments This screen will show the final payment for the event including the details of each line item registrant companion s and activities If you have other pending payments such as a membership renewal or registration for another event these will also be listed and you can pay for them all with one transaction Select the payment type and enter any additional information that s required For a credit card payment this is your credit card information For a check payment Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 108 ClubExpress User Manual Version 5 5 a print function is available to generate an invoice for mailing with the check Administrators have access to additional payment options credit card outside ClubExpress cash complimentary etc The system maintains a Payment Status flag for event registrations If users choose to pay by check their registration is stored in the database but it s not confirmed until the check is received and may be deleted by an event coordinator if there is a capacity limit and others are willing to pay immediately Partial Payments Some events may be configured to allow partial payments For example a ski club may organize a multi day trip to a distant ski resort and members will have the option of making progress payments until the total has been paid If you see a pencil icon beside the event total and you wish to pay less than the P
55. Search Search for messages by entering text in the Search For field and pressing the Search button Optionally you may select a specific forum to search Note that no more than 100 messages will be returned Fields marked require an entry Search For Messages Search For double burner valve Search Type AliWords Any Words Exact Phrase Advanced Boolean Fuzzy Post Date Range Sai gt Select Forum lt All Forums gt Figure 8 10 Forum Search Type in one or more words for which to search and specify a search type date range and forum All Words The system will find every message that includes all of the specified words For example if you specify red blue green the system does an internal search for red AND blue AND green finding matching messages that include all three words You do not need to include the word AND in your search Any Word The system will find every message that includes any of the specified words For example if you specify red blue green the system does an internal search for red OR blue OR green finding matching messages that include any of the listed words You do not need to include the word OR in your search Exact Phrase The system will find the exact phrase that you entered For example if you specify red and green balloons the system finds messages that include that exact phrase case insensitive Copyright 2004 2013 Gembrook Syst
56. TRODUCTION Every member has his or her own account in ClubExpress When a web site is first displayed the Login link allows members to login into their accounts with a user name and password and to access member s only features Members who forget their password can retrieve it with a standard secret question and answer mechanism LOGGING IN Clicking the Login link displays the following screen Home Login Password O Remember me on Nils computer Login Y Cancel x Forgot My Username Passwor Trouble logging in Click here for assistance Figure 3 1 Login Page Enter your user name and password and click the Login button Click Cancel to return to the home page If you check the Remember Me option the system will store a cookie on your computer that allows you to login without having to enter your user name and password each time This cookie is secure it does not contain your actual user name and password But you should only select this option on a computer that you control so that others cannot log in as if they were you To cancel the Remember Me option once you have logged in click the Profile Username Password link Re enter your password then uncheck the option and save Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 13 ClubExpress User Manual Version 5 5 RETRIEVING A Lost USERNAME PASSWORD If you forget your username or pa
57. Tertiary Members Only If your membership type supports secondary and or tertiary members but not chapters you will see a screen similar to the following Home Member Profile Chapters Additional Members o Chapters Additional Members Name Chapter Tools Martin D Smith Family Members Add John Smith Edit Remove Mary Smith Edit Remove Children Add Bobbi Smith Edit Remove Figure 4 11 Secondary and or Tertiary Members The first section below your name is for secondary members It will use the keyword defined by your club or association for a secondary member who can Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 30 ClubExpress User Manual Version 5 5 log into the website The second section below your name is for tertiary members and it will also use the keyword defined by your club or association The Add link is used to add a secondary and or tertiary member If this link is not present your membership does not support additional memberships of this type Clicking the link displays one of two screens Your club or association may decide to only collect a minimum of information on secondary and or tertiary members including name date of birth gender and email address This option is more suited to clubs where members join through their personal lives and where tertiary members may be children Edit Associate Q Specify the name and other information for this addition
58. age 15 ClubExpress User Manual Version 5 5 Home Member Profile Membership Summary Type One Year Renewal Join Date 12 19 2006 Status Active Last Renewal 10 22 2012 Exp Date 12 31 2014 Personal Info Website Contact Info User Name Password Additional Member Data Interests Member Directory Photo Albums Chapters Additional Members Download Bank Achievements User Manual Financial Historical Data Download version 5 4 Final 3 3 MB Transaction History Updated 11 19 2012 Payment Credit History Credit Card Event History Video Updating your Member Profile Optional Additional Charges MP4 Format MOV Format PDF format requires Acrobat viewer Forums Forum General Preferences Forum Memberships Thread Subscriptions Figure 4 1 Member Profile At the top of the screen is a Membership Summary panel showing your membership type and status club join date expiration date and date of last renewal If it s time to renew a red Renew link will be displayed if you have a payment pending a red Payment Due link will be displayed and if you re a Trial member a red Upgrade Membership link will be displayed Each of these links can be clicked to launch the appropriate wizard or screen Your Member Profile tracks the personal information you entered into the system Click on the headings to review or update the information shown Change
59. al information that is shown in the directory including your bio links to social networking websites and photo This is also where you specify how much information to show to other members e Select Chapters Additional Members to maintain and secondary and or tertiary memberships associated with your membership This option will only appear if your member type allows secondary and or tertiary memberships and if you are the primary account holder This screen is also the place to define your chapter assignments if your club or association supports chapters e Select Achievements to view your achievements within the organization This option will only be visible if specifically enabled it is read only for you entries can be made by an administrator Financial Historical Data e Select Transaction History to view and print a list of your transactions membership renewals event registrations purchases etc through ClubExpress This option may appear for secondary members if they have event registrations but it will never show membership renewals since the primary member handles these e Select Payment Credit History to view and print a list of your payments made through the system and a separate list of credits you have received e Select Credit Card to decide whether to store your credit card in the system it s fully encrypted and very secure Credit cards are used to renew your membership register for events and purchase club or
60. al member attached to your account Click Save to save your changes and return to the list of additional members or Cancel to return without saving Relationship Child LastName Smith Email bobby smithfamily com Gender Female Male Save Y Cancel X Figure 4 12 Add Secondary and or Tertiary Member Simple Version Alternatively your club or association may decide to collect more complete information on secondary and or tertiary members This option is more suited to associations where members join through their business or professional lives Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 31 ClubExpress User Manual Version 5 5 Edit Family Member 2 x your account Click to save your changes and return to the list of additional members or Cancel to return without saving Specify the name and contact information for this additional member attached to Relationship Wife Salutation First Name Bobbi Last Name Address Click here to copy address and contact info from the primary member City State Province Zip Postal Code Country UNITED STATES Show All Countries Email info clubexpress com Phone Cell Phone Company Title Figure 4 13 Add Secondary and or Tertiary Member Full Version Click Save to save this new member or Cancel to close the dialog without saving After a secondary memb
61. allow blogs that include formatting images videos links etc In the ClubExpress model an administrator or blogs module coordinator creates a blog and then hands it over to a blog author to manage So if you want to author a blog on the club s website contact an administrator Blogs will generally be accessed via a choice on the menu A typical Blog opening screen is shown below Dan Ehrmann is the co founder and CEO Fes of ClubExpress His blog explores how to ar build and maintain strong clubs and how EEFT to get the maximum out of a too such as ClubExpress view bio Figure 5 1 Blogs main screen For non members this screen will show all blogs that are flagged as visible to the public Members only blogs are not shown unless you are logged in Click the Read Blog button to read the most recent entry for a blog You will see a screen similar to the following Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 62 ClubExpress User Manual Version 5 5 Is the show getting tired 4 16 2013 4 06 PM Been very busy here at ClubExpress moving to a new office then my A s wife and I visited New York for the engagement of my nephew Apologies p4 for the break in posting While in New York we naturally took in a Broadway show specifically Chicago Having seen and loved the movie which won multiple Oscars including Best Picture we thought it would be a good choice The mu
62. ant account built into the website In this case the charge will appear as ClubExpress on your credit card statement together with our toll free phone number if you don t recognize the charge If other people family members or the finance folks at your company may see your statement be sure to let them know to expect the charge Some clubs and associations have their own merchant account In this case the charge will appear as the club s or association s name on your credit card statement 2 Print an invoice and mail a check An invoice is displayed in a popup screen together with the Print dialog allowing you to print the invoice When you are done click the Done button on the main screen to exit the Renewal wizard If you choose to pay by check or if you select credit card but the transaction does not complete your payment is flagged as Pending and can be revived at any time If you have pending payments you will see a Payments link when you log in as well as on the Profile screen Clicking it takes you to the above screen where you can print another invoice or choose to pay by a different credit card Note that your club or association may have chosen to disable credit cards or checks If this is the case one of these options will not be displayed and you will have to use the other payment option Note also that member types that require automated renewal payments do not include the option to store your credit card in
63. anual Version 5 5 Chapter 15 News The News module is used for announcements and other information that should be communicated to members and visitors News items can be entered with an active date when the item will appear and an expiration date when the item will no longer be displayed Each item includes a heading summary and detailed news release or report which can include any HTML formatting and even images A typical news screen is shown below Home News Admin News FAA Safety Regulations Thursday April 1 2004 New rules announced More Balloon Piloting for Beginners Thursday April 1 2004 Club announces a new education series More Figure 15 1 News main screen Each item is shown with a heading the date of posting and a summary Clicking the More gt gt link displays the complete news item as shown in the following example Home News Details News Balloon Piloting for Beginners Thursday April 01 2004 The Northwestern Ballooning Club announces our new 2004 training classes for beginners halloonists Over 10 weeks of 3 hour sessions novices will learn everything they need regarding balloon safety balloon maintenance air traffic regulations and flying rules weather issues and other fundamental lessons for enjoying our hobby For more information contact our Education Director David Smith Return to Previous Page Figure 15 2 News item screen
64. any published coupons apply to the transaction s on the page you will see a field to enter the coupon code Total Selected For Payment 50 00 Have a coupon Enter the code Apply Figure 4 4 Enter the Coupon Code Once the code has been entered the screen changes as follows Total Selected For Payment 50 00 Any event Coupon Applied 5 00 Net Payment Figure 4 5 After a Coupon Code was Entered Only one coupon can be applied per transaction and per payment Partial Payments Some event registrations allow a partial payment to be made If you see a pencil P icon beside the transaction amount click it to modify the amount You will see a recommended payment amount The system will also enforce a minimum payment amount that is set for each event i Type the partial payment amount and press Tab or click off the field You can also click the undo icon to revert to the original amount owed Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 21 ClubExpress User Manual Version 5 5 Payment Method There are two payment options 1 Pay online by credit card With this option you are presented with a credit card payment screen including the option to store the card in the system You must explicitly authorize ClubExpress to charge your card Click the Submit button to process your transaction after which a Summary screen is presented Some clubs and associations use a merch
65. are made visible Individual members can also be moderated so that only their messages must be approved Administrators and moderators can also block members from posting completely if they are not following forum rules Forums can be placed on the public side of the club s web site to make their content available to any site visitor But in this position they will be read only all editing functionality is disabled Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 75 ClubExpress User Manual Version 5 5 NAVIGATING FORUMS Home Forums Admin Search Our Forums Policy Public Forums All public forums Safety Public Active 16 2007 gt This forum focuses on safe flying including equipment M maintenance certifications FAA regs and whatto do in an emergency cn wo Ww N os uh on Equipment Public Active 9 19 2007 This forum focuses on equipment including what to buy for 9 54 PM different skill levels and needs how to assemble and how to maintain Safety issues are handled in the safety forum Official Club Business Public Active 5 12 7 Anything to do with the operation of the club including board meetings finances bylaws facilities etc Figure 8 1 Forum categories and forums This screen shows the forum categories and forums defined by your organization Each forum includes a brief description of the forum s purpose the number of threads and posts in
66. based on the current template theme and style sheet Social Networking Links In the lower left corner of the Content Panel you may see links to popular social networking sites including Facebook Twitter LinkedIn and MySpace You may also see a generic Share This panel with links to other content sharing websites Digg Mixx de licio us etc as well as a standard Like icon to like the current club page on your personal Facebook page 1 The crumb trail is named after the story of Hansel and Gretel who left a trail of breadcrumbs into the forest to help them return after being abandoned by their wicked stepmother Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 9 ClubExpress User Manual Version 5 5 PAGE TOOLS WIDGET Floating on the right side of the website is the Page Tools Widget Figure 2 2 Page Tools Widget This widget appears on every page and may have between four and six icons The dotted section at the top can be used to click and drag the widget to a different position on each page The first icon question mark displays the context sensitive help system providing instructions for the current page or module The second icon printer provides a Print this page function The third icon AA expands text on the current page to make it easier to read for older readers and others with reduced eyesight The fourth icon up arrow jump
67. be listed on the Member s Use the links in the Maintain column to Edit or Delete an achievement Press the Add Achievement button to add an achievement and the Display Sequence button to change the order in which the Achievements are displayed here and on the Member s profile Add Achievement Display Sequence President President Elect Club Treasurer Return to Previous Page Figure 4 15 Achievements Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 33 ClubExpress User Manual Version 5 5 TRANSACTION HISTORY This option allows you to view the transactions you have made through your club s web site When you select Transaction History a screen similar to the following is displayed Home ControlPanel Member Manager Member Profile Transaction History Transaction History for Michael Droz creen lists the on line transactions done by this member including membership dues and event registrations Date Transaction Type Amount Status 10 12 2007 Event Registration 120 00 Not Paid Balance Due 120 00 10 20 2007 Buckeys Vs Michigan State y 4 12 2007 Event Registration 50 00 Paid in Full 3 27 2007 Winter Wonderland 3 23 2007 Sign Up 32 00 Paid in Full Transaction Total 202 00 Payment Total 82 00 Balance Due Total 120 00 Return to Previous Page Figure 4 16 Transaction History This screen
68. ber of interests that you can sign up for within a category and if you have reached this maximum You can also specify your Interests using the Profile Interests screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 114 ClubExpress User Manual Version 5 5 Chapter 14 Membership Directory INTRODUCTION ClubExpress provides an online member directory allowing you to locate and contact other members This module is usually placed on the members only side of the web site so that confidential and personal information is only made available to organization members Selecting this choice from the menu displays a screen similar to the following Home Membership Directory o Membership Directory tory allows you to view oth bers Note that your own directory information can be Search For Members LastName O FirstName City State Province Country Search By gt SA x p Zip Company Interests Recent Member Q Organizational Tree Search For bmi Search Results 3 members found lt Prev Next gt Name Company City State Zip Bio Jessica Smith Chicago IL 60601 John Smith None Chicago IL 60601 MartinD Smith Verizon Chicago IL 60601 Return to Previous Page Figure 14 1 Member Directory List To find a member select the field to search on then enter a value and click Search The list of matching members will be displayed under the Cur
69. button to modify the album title menu text and visibility You will see the Photo Page Configuration dialog described above Album Description Click the Album Description button to modify the preamble text placed at the top of the aloum You will see the advanced content editor dialog Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 58 ClubExpress User Manual Version 5 5 DOWNLOAD BANK If your club or association has enabled the online Storefront function and if you have purchased digital files click this link to see a list of these files for downloading You will see a screen similar to the following Home e Member Profile e Download Bank Download Bank The following documents are available in the download bank Click the double arrows to the left of the document s name to view its details Click the Download link to the right of the document s name to download the document The File Readers and Utilities section at the bottom of the page contains links to download programs to view files in various standard formats These links will display the vendor s web site in a new window Click on the double arrow to see the viewers Name Status Links mgp file Available Download d mgp file Available Download di mgpfile Available Download dit Clear Click this button to clear all documents which have been downloaded at least once or which can no longer be downloaded
70. ce Quantity Ext Price Ladies T Shirt 12 00 2 Update 12 00 Remove This is a lovely shirt that promotes the club and the fun times we have Size Medium Color Red Figure 17 4 Viewing the Shopping Cart Buttons at the top of the shopping cart allow you to continue shopping cancel the process which empties your cart and returns you to the Home page or begin the Checkout process Each product in your shopping cart is shown with its title photo and short description together with the variation selected The price is shown together with a Quantity field and extended price Note that prices may be different for members and non members members must login to receive member pricing To change the quantity ordered edit the number and click the Update link To remove an item from your shopping cart click the Remove link For digital content that is downloaded rather than shipped the Quantity field is grayed out you cannot buy multiple copies of a digital product Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 125 ClubExpress User Manual Version 5 5 CHECKOUT When you click the Checkout button you will see a screen similar to the following Home Shopping Cart Checkout Association Member Login to check out with member pricing Have you previously placed an order or are you on our mailing list Click here to search This will allow us to First Name
71. ch allows you to purchase club and association merchandise through the website The module includes the following features Featured products Specials Search by category Display product title photo description variations Display appropriate prices based on whether the user is logged in Add to shopping cart View shopping cart adjust quantities remove product Checkout process Gift option Shipping address and shipping method options Full integration with ClubExpress payment page For digital content a digital bank to download paid products VIEWING AND PURCHASING PRODUCTS When users open the storefront they will see a screen similar to the following Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 122 ClubExpress User Manual Version 5 5 Home Storefront Featured Products Admin Storefront Featured Products Featured Products Categories Ww Baseball Cap Great hat you could wear it to a ball game or when bowling or just out and about ger image View product details page for price and availability info E Book Skiing for Dummies Add To Cart View Details nae 125 page E Book Skiing for Dummies Digital Product Price 4 99 Ladies T Shirt This is a lovely shirt that promotes the club and the fun times we have View larger image View product details page for price and availability info Figure 17 1 Storefront opening screen A
72. ck the More Info link to jump to the page Click the View Members button to see a list of members Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 73 ClubExpress User Manual Version 5 5 Home Committees Members o Board of Directors Members Board of Directors Manages the club and sets the direction for long range planning Send Email to Members Sign Me Up Dan Ehrmann Email Phone 224 558 6348 george C Jones Email info clubexpress com Phone 4420 8764 3052 Jessica Smith General Member Email Phone Martin Smith Webmaster Email info clubexpress com Phone 847 255 0210 Figure 7 2 Committee Members The names are links that can be clicked to display that member s directory entry including contact information unless the member has suppressed this information from his or her directory entry If you are a member of the committee you will see a button that allows you to email the other members of the committee Click this button to display a popup form complete the form and click the Send button to send the email Click the Sign Me Up button if this option is enabled to volunteer for this committee If you are already a committee member click Remove Me to resign from the committee This option will only be enabled for committees with an open membership Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 74 ClubExp
73. ct Posted D New Burner Anyone Tried 8 19 2007 9 09 AM msmith e re New Burner Anyone Tried 8 19 2007 9 22 AM Figure 8 7 Thread Thread View Thread View shows the current message at the top of the screen with a thread list underneath showing the hierarchy of messages and replies If the current message has attachments they are listed below the body of the message Clicking the link allows you to open or save the file In the tree the current message is indicated with a red arrow in the Author column New messages since your last visit are flagged with a blue diamond in the Posted column Messages with attachments have a paperclip indicator in the Subject column To view a different message in the thread click the Subject heading in the tree view below the current message Administrators can click the member s handle name to display a popup with the members actual name and email address as well as message handling options You can also view messages in Flat View similar to the sample below Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 80 ClubExpress User Manual Version 5 5 Home e Forums e Equipment e Messages Equipment New Burner Anyone Tried Return to Forum Subscribe Switch To Threaded View Author Suboct Cine Pesty We ve been using the new burner for weeks as part of the beta test No problems at all REELL Edit Admin amp re New Burn
74. cting it displays a screen similar to the one below Home Member Profile Additonal Member Data Additonal Member Data This page lists the Additional Member Data that you provided when you joined the organization It may also list additional questions that will help us to provide better services to you Required questions are indicated by an asterisk Whatis your ABA Number 21354 How many years have you been flying balloons 10 What level of certification have you achieved not editable Assistant Figure 4 7 Additional Member Data The answers to questions can take many forms including Yes No a number or date a selection from a list or a text response Each question will have an answer field beside it which is appropriate for the question Required questions are shown with a red dot Click Save or Cancel to return to the Member Profile screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 24 ClubExpress User Manual Version 5 5 MEMBERSHIP DIRECTORY Click Membership Directory to update the information shown in your membership directory entry including a personal bio and photo You can also choose what level of contact information to display You will see the following screen Home Member Profile Membership Directory o Membership Directory Martin D Smith Visibility Show all information v Member Birthday lt Month gt lt Day gt
75. ction as a typical word processor such as MS Word Some functions require a more detailed explanation these are described in the following sections Click the drop down arrow to select a text size You will see a list of sizes based on pixels 12px is the standard Size size Click to bold the current block of text or to start bolding B from the cursor position Ctrl B also works Click to italicize the current block of text or to start na italicizing from the cursor position Ctrl I also works Click to underline the current block of text or to start U underlining from the cursor Ctrl U also works Click to select the text foreground color A color picker showing standard colors will be displayed You can also tae define custom colors and add them to the palette Your change applies to the current block of text or at the cursor position Click to select the background color The same color picker described above is displayed Cut the highlighted text to your computer s clipboard The shortcut key Ctrl X performs the same function Copy the highlighted text to your computer s clipboard 53 The shortcut key Ctrl C performs the same function Paste text from your computers clipboard at the current cursor position The shortcut key Ctrl V performs the same function be Undo one or multiple changes The shortcut keys Ctrl Z and Alt Backspace perform the same function Click i the reverse arrow to
76. d If the sender of the message to which you are replying allows private replies you will see a Reply Type option at the top of the screen You can either reply as a public message to the forum or send a private reply via email If you click the Quote Previous Message link the system inserts the contents of the message you are replying to using a GroupBox control You can edit the quotation by double clicking inside the GroupBox perhaps to remove parts of the reply that are not relevant to your comments Please do not modify or delete the container of the quoted text This helps us manage the quotes and display them nicely in discussion forums When you click Post Message the message is saved and sent either to the forum or if you clicked Private Reply as an email to the other member Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 83 ClubExpress User Manual Version 5 5 Forum POSTING VIA EMAIL In addition to posting a thread by clicking the Start a Thread button forum members can start new threads by sending an email to the forum s email address if the forum has been set up to allow posting via email Forum members can also reply to messages sent from the forum via email There is a footer included in each message that includes a link to the thread that the message belongs to To start a new thread via email send an email to the email address of an active forum you are a member of
77. d Ctrl V Paste from the Clipboard at the cursor position Ctrl B Bold the highlighted text or start stop bolding Ctrl l Italicize the highlighted text or start stop italics Ctrl U Underline the highlighted text or start stop underline Ctrl Z Undo the last operation Ctrl Y Redo the last operation Ctrl F Find or Find and Replace Ctrl A Select All highlight everything Ctrl P Print the text in the window Ctrl K Insert Hyperlink at the cursor Ctrl Shift K Break the hyperlink at the cursor F7 Launch the Spellchecker F1 Display popup help for the editor Ctrl W Close the editor window Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 137 ClubExpress User Manual Version 5 5 HYPERLINKS Clicking the Insert Link toolbar button displays the following popup window Build a Link x The Link Type and Address panel allows you to create various types of links to a page within your web site to an external web page to an email address or to an anchor within the current web page First select a link type One or two additonal choices will appear based on the selection you have made Make your selection then go to the Link Properties panel to specify the appearance of the link A link may be displayed as text or an image Enter the link text or select an image as appropriate For web page links you can specify whether the destination will appear in a new window or in the current window
78. d our goal of 200 000 00 Education Fund Used to teach children about ballooning to educate Donate them on the science and to encourage more young Donate gt people to join our hobby Progress 1 000 00 received toward our goal of 100 000 00 Figure 10 1 Donations screen Each fund has a title and description plus optionally progress towards a target amount Click the Donate button to make a donation You will see a screen similar to the following Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 92 ClubExpress User Manual Version 5 5 Home Donations Make a Donation o Donate to Harley Raffle of the donation and an optional comm Donation hoo Comment Do you want this donation to be reported as an anonymous donation Yes No Cancel X Proceed to Payment amp Figure 10 2 Making a Donation into a fund If you are not logged in the system will display the non member version of this screen prompting you to enter your contact information Click the link to log in If you are logged in the system already knows who you are You will see a simple Donation Amount screen that may have a suggested amount already showing Some funds also allow the donation to be made anonymously It will still be visible to club administrators but they will know that it should be reported to the membership without the donor s name Use
79. d photo Note also that the Edit link will only appear if this option has been enabled for this forum by a club administrator or forum coordinator For each view users can separately configure the number of messages to show If there are more messages than can be shown on one page the Prev Next and paging controls will be active allowing you to move to any page of messages within the current thread To return to the list of forum threads click the Return to Forum button in the top right corner Subscribing to a Thread When this option is enabled you will see a Subscribe button at the top of the screen Click it to subscribe to a thread Whenever a new message is posted to the thread you will be notified by email If you are already subscribed the button changes to Unsubscribe Click it to no longer receive notifications by email There is also a screen on the Profile to view and update all forum subscriptions Members can only subscribe to a thread if this option has been enabled for the forum If the forum is configured as a listserver forum posts are emailed to members subscriptions are only available if the member is not already receiving each forum message by email Members will receive the complete posting via email If the forum is not configured as a listserver subscriptions are always available members receive a notification about a new posting including a link to the site to read the message lf a thread is deleted a
80. de block into your clipboard In YouTube look to the right of the video for the Embed box You can also click the Gear icon beside the Embed box to display a panel with additional options including whether or not a border should be displayed and its color and the video size In Vimeo the lt gt Embed button appears when you move the mouse over the video panel itself Click the button to display a popup dialog Highlight the code block directly and use the computer s Copy function Paste in the code block then click Save to save your change or Cancel to close the dialog and return to the editor without saving Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 144 ClubExpress User Manual Version 5 5 SPELL CHECKING Clicking the Spell Check toolbar button switches the editor into Spell checking mode W e E gt gt gt iE E u 2 Ad Oz Spell checking mode Misspelled words are highlighted in yellow Finish spellchecking Test Custom Page You don t need to learn complex HTML programming to create pages in f atiems This editor is like a simplified word processor allowing you to create and modify content us Colopexies you are already familiar with For example here is a header Ignore eatures ignore All Change Manually Add to dictionary It also supports different foreground and background colors as well as bold italic and u
81. ding multiple attachments to a message ee eee eeeetteeeeeeeeeeeeee 79 Figure 8 7 Thread Thread View ccccceessssecccceeeeeeeeeeeeeeeeeeeeeseesseeeeeeeeeeeeenea 80 Figure 8 8 Thread Flat View weccc ciencctiecorcevedisuntiineriavasieeedd aeeeehovceninaueesearen 81 Figure 8 9 Replying to a MESSAGE eeeeeeeececeeeeeeeeeeeeeeeeeeeeeeeeeeneaaaeeeeeeeeeeeas 83 Figure 8 10 Forum Search wcc c 3 cs cedeths pee incest ores eeedpaea ne oes tpt 85 Figure 8 11 Forum Search ReSults eccccccccceeeeeeeeenceeeeeeeeeeeeseeaeeeeeeeeeeeeeeae 87 Figure 9 1 Document Categories 0 eeeeeeececceeeeeeeeeeeeeeeeeeeeeeeenseeeneeeeeeeeeneas 88 Figure 9 2a Documents within a category cccccceceeeeeeeeeeeeeeeeetneeeeeeeeeeeees 89 Figure 9 2b Viewing document detailS ccccceeeeeeeeeeeeeeeeeeeeeenneeeeeeeeetenes 89 Figure 9 2c Viewing file readers and utilities 2 00 0 2 ee cece cere teeter eeeeeee teens 89 Figure 9 3a Upload documents Option ccccceeeeeeeeeeeeeeeeeeeeeeenneeeeeeeeeeteees 90 Figure 9 3b Upload document dialog cccceeeeeeeseeeeeeeeeeeeeeseeeeeeeeeeeteneas 90 Figure 9 4 Rating documents acini cosa vencbe elton tins weds ened resbn tel eea vend 91 Figure 9 5 Commenting on documents ccceeeeeeeeeete teeter eeteeentaeeeeeeeeeeteees 91 Figure 9 6 Add a document comment cccceeeeeeenceeeee
82. dvance Only Registration Questions Pace Group Red Blue Green Questions for Barbara Smith What is the highest level of certification you have achieved None In what year did you achieve this certification Questions for Martin Smith What is the highest level of certification you have achieved Instructor In what year did you achieve this certification 1995 Questions for T Shirt Martin Smith What T Shirt size do you want L v Barbara Smith What T Shirt size do you want M v L Figure 11 11 Event Registration Wizard Event Specific Questions Questions can be defined at any of three levels e For the registration as a whole e For each registrant including companions with the registration e For each registrant signed up for a specific activity this option is only shown for multi activity events Answers may be required in different formats including text number date or date part Yes No or a selection list Some answers may be required while others Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 106 ClubExpress User Manual Version 5 5 are optional When you have answered the questions click Next to proceed to the next screen Single Activity Event Release Agreement For a single activity event with a release agreement this page is displayed before the summary page C
83. e display a popup window of smileys Click one of them to insert it in your text Click to begin a numbered list of items wn Click to begin a bulleted list of items Click to insert a horizontal rule across the page Ed Ed ili Spellcheck your text A popup dialog will appear to highlight misspellings and other errors See the section below for more details The shortcut key F7 performs the same function Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 135 ClubExpress User Manual Version 5 5 Options at the Bottom Design View This is the normal view where you write your text and use the Design shortcut keys and toolbar buttons to insert options and format your text HTML View This view allows you to see gt HTML and edit the underlying HTML source code Preview This view allows you to see the igen page as it will generally look when it s being viewed Full Screen Mode This mode makes the m edit box slightly larger by hiding all non editor controls Zoom Click the drop down arrow to zoom your text in to see more detail or out to see wet more of the page Print Click this icon to print the current page being edited Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 136 ClubExpress User Manual Version 5 5 Summary of Shortcut Keys Ctrl X Cut the highlighted text to the Clipboard Ctrl C Copy the highlighted text to the Clipboar
84. e link builder and the ability to insert photos and videos Click Save to save your new blog post or Cancel to close the dialog without creating a new post Click the Edit link to modify an existing blog post The same dialog will be displayed Click Delete to delete a blog post You will be asked to confirm this operation If you select OK the blog post will be completely deleted and cannot be recovered Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 67 ClubExpress User Manual Version 5 5 Viewing and Editing Comments Click the Comments link to view and edit comments You will see a screen similar to the following Home Blogs Read Blog Posts Manager Comments Manager Q Comments Manager Blog Northwestern Balloon Club s Blog Martin Smith Post New Supplier published on 10 13 2010 3 24 PM Comment Maintain Hank Johnson 10 13 2010 3 40 PM Edit Delete Marty Thank you for pointing me in the direction of Joe s Ace Hank Michelle Admin True 10 13 2010 3 25 PM Edit Delete Thanks Marty can use a few things so will head over there this weekend Return to Previous Page Figure 5 9 Post Comments Comments are listed in descending date order Click the Edit link to modify a comment that might be inappropriate Click the Delete link to remove it completely you will be asked to confirm this action Copyright 2004 2013 Gembrook Systems
85. ecently changed photo pages When you first visit the page in a session the Search Tools panel will appear ro On subsequent visits click the magnifying glass icon the Page Tools Widget to re display this panel You will see the following drop down Search Tools Show 30 Newest and Most Recently Changed Albums Show All Albums Search by Album Title Search by Photographer Name Search by Photo Tag Search by Member Name Search by Category Figure 16 2 Photo Album Search Tools Select one of the radio buttons If appropriate a text box or drop down selector will appear at the bottom to enter or select the filter value Click the Search button to apply your search Note that the Album Title Photographer Name Photo Tag and Member Name options will find the specified text anywhere in the field Search results are displayed 30 albums at a time and grouped by category with paging controls to move through each page Within each category aloums can be displayed in alphabetical order or in descending order by when the album was last updated Member photo albums comprise their own category that can be placed at the beginning or end of the list For each album the system will display the album title number of photos and when the album was last updated Click the photo to display the album You will see a popup window similar to the following Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 12
86. eeeeeeeeeeeeeeeeeesessenaaeeeeeeees 142 Figure 19 6 Insert Audio Video Flash sssseesseseeesssseeeeseeeeseeeeeees 143 Figure 19 7 Spell Check Dialog cc cccccceeesssececeeeeeeeenseeeeaeeeeeesesesssseeaaeeenes 145 Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 5 ClubExpress User Manual Version 5 5 Chapter 1 Introduction Welcome to ClubExpress the most powerful tool on the Internet for managing hobby and enthusiast clubs sports and leisure clubs social clubs homeowner and condo associations fraternities and alumni clubs community service clubs and professional and trade associations of all kinds ClubExpress was designed to allow clubs and associations to move their administration entirely online ClubExpress handles your organization s membership database signups and renewals committees documents discussions event calendar and registration and financial management using the Internet Every club or association that signs up for ClubExpress gets its own web site with content for visitors that promotes the organization and its activities Members log in to see members only content including a complete membership directory and profile Other functions such as discussion forums are also reserved for members only When administrators log in they have access to additional functions for managing the organization including financial tracking web site configurati
87. eeeeeeeeenaeeeeeeeeeeteneas 91 Figure 10 1 Donations screen ceeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenaeeeeeeeeeeenneae 92 Figure 10 2 Making a Donation into a fUNG eee eee e eee eeeetteeeeeeeeeteeee 93 Figure 11 1 Events Month Grid View cccccceessccceeeeeeeeeeseeeeeseeeeeeeeeeas 95 Figure 11 2 View panel in Grid View cccccceeeeeeeeeeeeeeeeeeeeeeeeseaeeeeeeeeeeeeneas 96 Figure 11 3 View panel in List VieW ccccccceeeeeeeeeeeeeeeeeeeeeeeeseaeeeeeeeeeeeeneas 96 Figure 11 4 Search Filter panel for events cccccceeeeeeeeeeeeeeetneeeeeeeeeeeeeee 97 Figure 11 5 Events Event View 0 ceeeeeseccceeeeeeeeeeeeeeeeeeeeeeeeenaeeeeeeeeeeteneas 98 Figure 11 6 Events Event Activities ccccccccceeeeeesseceeeeeeeeetessssneeeeeeeees 100 Figure 11 7 Event Registration Wizard Signing Up ceeeeeeeeseeeeeeeees 101 Figure 11 8a Event Registration Wizard Entering Companions 102 Figure 11 86 Two versions of the Add Companion Guest Dialog 103 Figure 11 9 Event Registration Wizard Adding Additional Members 103 Figure 11 10 Event Registration Wizard SUMMAar ccceeeeeettteeeeeees 104 Figure 11 11 Event Registration Wizard Event Specific Questions 106 Figure 11 12 Event Registration Wizard Event Activities 0 ee 107 Figu
88. eeeeeeeneesaaeeeeeeees 121 Figure 17 1 Storefront opening SCreen ccccceceeeeeeeeeeceeeeeeeeeeeeeestaeeeeeeees 123 Figure 17 2 Storefront Categories cecececccccceeeeeeeesneeeeeeeeeeeeesessaaeeeeenees 124 Figure 17 3 Product Details cxiwecteteesetcargiatehaven enue edie reauarieael aie 124 Figure 17 4 Viewing the Shopping Catrt ccccccccceeeeeseeeeeeeeeeeeeeeessnteeeeeeeees 125 Figure 17 5 Checkout for NON MEMbENS ccccceeeeeeeeeeeneeeeeeeeeteeeeetneeeeeeees 126 Figure 17 6 Find your non member record ccccccceeeeeceeeeeeeeeeeeeseenneeeeeeees 127 Figure 17 7 Checkout final SCre n o oo eee eeeeeeeeceeeeeeeeeeseaeeeeeeeeeeeeesnsnaaaeeeeeees 128 Figure 17 8 Payment SCIEN sn segues sewer eee bes eve eet caevidaekseet need 129 Figure 17 9 Download Bank acasidectsnc tates si Ginisne nea oelys 130 Figure 18 1 Surveys screen ei cccseeedaescczteereiavedeveuctnettavenah denne sraesdeneruieeedeceueennert 131 Figure 19 1 Editing your Member Bio or a Forum Message 00eeeeees 133 Figure 19 2 Build a Link cc cccc cc fs sececi deepen ches seaqenes bien aa deecndgegenenpeeedeespedeteneee 138 Figure 19 3 Insert PAGO soca tecvecveds Gacureeieaceedecpearrseitadengecned oipedarectenedocmenteet 140 Figure 19 4 Insert lag hiceceaceidesedarctenndaideesd uitdnadd Li eresaente en choaeleens 141 Figure 19 5 Set Image Properties 0 0 0 2 cece ececeeeeee
89. ems All Rights Reserved Page 85 ClubExpress User Manual Version 5 5 Advanced Boolean With this option enabled the system allows you to construct an advanced search including the following special operators AND OR NOT NEAR Parentheses to indicate grouping Quotation marks to indicate an exact phrase Asterisk to indicate a wildcard for example bl to find black and blue Note that a wildcard search term must be enclosed in double quotes as shown above This option is for users who have more experience with programming models or other search systems Fuzzy This option uses an internal thesaurus to search using words with similar meanings to the phrase you entered Note that AND OR etc do not work with this option Enter a simple phrase and the system will find messages including that phrase and related phrases Post Date Range You can further filter the search to messages posted within a specified date range including the past week month two months six months year or an explicit date range Select Forum Specify a forum or use the lt All Forums gt option search across all active forums When you click Search a screen similar to the following will appear Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 86 ClubExpress User Manual Version 5 5 Home Forums Search Search for messages by entering text in the Search For field and
90. ences If the interests are based on organization activities and programming they provide a ready group of participants and volunteers to ensure the success of an endeavor When the Interests module is enabled and a user clicks the menu choice a screen like the following is displayed Home Interests Admin Maintenance Everyone Maintaining and preparing balloons and associated equipment for the flying season Burners Members 2 Coordinator Jon Harrison Maintaining the gas burners including storage tanks pipes jets controls gauges and other equipment Envelope Members 1 Maintaining and repairing the balloon envelope including vents lines and control surfaces Baskets Members 1 Maintaining baskets including lines safety harnesses weights and other passenger elements Support Equipment Members 2 Everything but the basket burner or envelope Competition Everyone Sweep Rowing Balloon races Members 2 We re interested in every aspect of balloon racing We love to race and improve our skill at reading the weather winds and terrain We also foster competition with other clubs Figure 13 1 Interests This screen lists each interest category in the display sequence specified with its description Within each category are its interests together with the Interest Coordinator and the number of members who have registered for that Interest Each interest on this screen is a link that will display the me
91. er Anyone Tried 8 19 2007 9 22 AM Martin Smith Higher pressure means that there s more risk or an explosion Chicago IL wouldn t take the risk Dan A REPLY Edit Admin y Status New Burner Anyone Tried 8 19 2007 9 09 AM Barbara Jones There s a new type of burner being announced tomorrow by Cameron It has a narrower nozzle and Anytown IL higher temperature to create more lift bet Edit Admin Has anyone used this new type and can recommend it Regards BJ Figure 8 8 Thread Flat View This view shows every thread message fully expanded You cannot see the hierarchy of messages but it is easier to browse and read everything without having to continually click to a new message New messages since your last visit are flagged with a blue diamond in the Posted column Messages with attachments have an attachment section below the body of the message Flat view can also be sorted by the same three fields as the thread view Author Subject and Post Date Both views have the same format for the message s shown Author s handle Subject with post icon Posting date and time Author s name Message body Author s city state Author s photo REPLY button Attachment File List Edit Admin links Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 81 ClubExpress User Manual Version 5 5 Note that authors can suppress display of their name city state an
92. er is added the system will show you the username and password assigned to that member When the secondary member logs in he or she can change this information Chapters and Secondary Tertiary Members lf your club or association supports chapters AND your membership allows secondary and or tertiary members this screen may prompt for both types of information as shown in the following example Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 32 ClubExpress User Manual Version 5 5 Home ControlPanel Member Manager Member Profile Chapters Additional Members o Chapters Additional Members for Eric Abrams Name Chapter Tools Eric M Abrams Chicago Remove Family Members Add Callie Abrams Edi Remove Chicago Remove Lisa Abrams Edit Add Chapter Remove Figure 4 14 Add Chapter s and Secondary Tertiary Members First enter the secondary and or tertiary members Then for each member including yourself you can add or remove chapters ACHIEVEMENTS If your club or association has enabled member achievements select this option to view update achievements for this member For members themselves this screen will be read only only an administrator or Member Manager coordinator can edit this data You will see a screen similar to the following Home Member Profile Member Achievements Member Achievements This screen shows the member s achievements These will
93. es we have Variations Size Color Status Price Ww X Small Red In Stock 36 available 12 00 Add To Cart Medium Blue In Stock 36 available 0 50 Add To Cart Medium Red In Stock 20 available 12 00 Add To Cart Large Red In Stock 10 available 12 00 Add To Cart Return to Previous Page Figure 17 3 Product Details Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 124 ClubExpress User Manual Version 5 5 This screen shows the product title photo and a full description The pricing panel is different based on the type of product and whether it has variations e For a product with no variations or for a digital product that is downloaded rather than shipped the price only is shown e For a product with size variations only or color variations only or both size and color or other types of variations the grid shows all possible configurations that have been configured and the option to order a specific variation Note that prices may be different for members and non members members must login to receive member pricing When you click the Add to Cart button the selected product is added to your shopping cart and the cart is displayed W Shopping Cart Click the shopping cart icon to view your cart You will see a screen similar to the following Home Storefront Shopping Cart Shopping Cart Continue Shopping Clear Cart Checkout gt Item Pri
94. full storefront displays featured products specials and categories although the initial opening screen may be different for your club or association There is also a limited storefront option that just shows a list of products with a separate list of specials Each product includes a title photo short description and price or price range if the product has variations Note that prices may be different for members and non members members must login to receive member pricing Click the View Details button to display more information about the product including product variations for example clothing in different sizes and or colors If the product has no variations click the Add to Cart button The Categories list has a slightly different format shown below Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 123 ClubExpress User Manual Version 5 5 Home Storefront Categories Admin Featured Products ategories Ww Storefront Categories Digital General Merchandise Clothing Figure 17 2 Storefront Categories Select a category to see a list of products in that category Product Details When you click the View Details button you will see a screen similar to the following Home Storefront Featured Products Product Details Product Details Featured Products Categories WwW Ladies T Shirt This is a lovely shirt that promotes the club and the fun tim
95. ge 72 ClubExpress User Manual Version 5 5 Chapter 7 Committees The Committees module allows clubs and associations to track the various committees and other organized groups of members that are chartered to fulfill the group s objectives Committees include the Board of Directors and its sub committees as well as working groups built around events publicity the newsletter or website In the ClubExpress model committees can be created or deleted at any time Committees can be open where any organization member can be a member of the committee and duration is not tracked or closed where the membership is fixed and members have a term of office such as with the Board of Directors A typical Committees screen is shown in the figure below Home Committees Admin Board of Directors Manages the club and sets the direction for long range planning View Members Subcomittees Long term Planning Events Committee Organizes club flying and social activities not education these are View Members gt handled by the education committee More Info Newsletter Committee Publishes the newsletter and solicits advertising to raise money for the View Members amp club Figure 7 1 Committees Each committee is listed with its description If the committee has subcommittees they are also listed with a link You can also define a custom page to hold more information about a committee cli
96. gs function fully supports RSS Really Simple Syndication Your browser x will detect that the current page supports RSS and will display its standard RSS toolbar icon which can be clicked to subscribe Use your RSS reader s management tools to unsubscribe from a blog You can also click the Subscribe link at the top to subscribe to the RSS feed of this blog Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 65 ClubExpress User Manual Version 5 5 BLOG MANAGEMENT FOR AUTHORS If you are a blog author and logged in to the website a panel showing Author Tools replaces your photo Author Tools Maintain Posts Add Post Figure 5 6 Blog Author Tools When you click the Add Post link you will see a popup window showing the advanced content editor See below for more information When you click the Maintain Posts link you will see a screen similar to the following Use this screen to manage blog posts Click Add Post to create a new post or Edit Blog Properties to change this blog s properties Blog ClubExpressions Add Post Edit Blog Properties Title Is the show getting tired y 41162013 4 06 PM Charge Reasonable Dues _ a 218 2013 10 27 AM Ec Renewal and Expiration Notices 2 15 2013 10 22 AM The 3rd P Price 2119 2013 10 12 AM There s one in every club 2 11 2013 1 54 PM Hosting your Club Website 2 05 2013 1 10 PM Edit Planning your C
97. h Automated Renewal and Paymernt 16 Figure 4 2 ROMOWAl ics icessctetvesiuseeedteteteaslasesetsttercenssesdtdetvesseietealilactversateced 19 Figure 4 3 Pending Payments ccccccessssscccceeeeeeeeeeeeeeeeeeeeeeseeeseeeeeeeeeeeeeneas 20 Figure 4 4 Enter the COUPON COdE cccceeeeeeeeeeeeeeneeeeeeeeeeeeeeneaaeeeeeeeeeeteees 21 Figure 4 5 After a Coupon Code was Entered cceeccceeeeeeeeeeenneeeeeeeeeeeeeee 21 Figure 4 6 Contact Information cccceeeeeeeccceeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeenae 23 Figure 4 7 Additional Member Data ccccceeeeeeeseeeeeeeeeeeeeeeneeeeeeeeeeeeeneas 24 Figure 4 8a Membership Directory top Part cececeeeeeeee eee eeeeetteeeeeeeeeteees 25 Figure 4 86 Membership Directory bottom part eeceeeeeeeeeeeeeetteeeeeeeeeteeee 28 Figure 4 9 Joining Chapter S ccccceessssssccceeeeeeeeeeeeeeeeeeeteeseeaeeeeeeeeeeeneeas 29 Figure 4 10 Add Chapter ccccccceeeeeeeeeeecceeeeeeeeeseeeeeeeeeeeeesensseeeaeeeeeeeeennas 30 Figure 4 11 Secondary and or Tertiary Members ccceecceeeeeeeeeeeeeeeeee 30 Figure 4 12 Add Secondary and or Tertiary Member Simple Version 31 Figure 4 13 Add Secondary and or Tertiary Member Full Version 32 Figure 4 14 Add Chapter s and Secondary Tertiary Members e 33 Figure 4 15 Achievement
98. he FAQ module uses the advanced Content Editor to create pages of any length with complete control over fonts alignment colors embedded images links and other complex formatting A typical FAQ category screen is shown below Home FAQ Categories Admin FAQ Categories Click the View button for a category to view its questions articles Maintenance How to take care of your balloon view gt 1 question article in this category Locations i ti tsts lt sSOS Where to fly your balloon No questions articles in this category Buying a Hot Air Balloon Questions about buying new and used balloons equipment etc view 2 questions articles in this category Figure 12 1 FAQ Category screen Click the View link to view the questions within a category A screen similar to the following will be displayed Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 110 ClubExpress User Manual Version 5 5 Home FAQ Categories FAQ Buying a Hot Air Balloon FAQ Buying a Hot Air Balloon Select a question or issue to view its answer 1 How to buy a used balloon courtesy of Cameron Balloons 2 How do properly evaluate used equipment Return to Previous Page Figure 12 2 FAQ Questions screen Click the Answer link to view the answer to a specific question A screen similar to the following will be displayed Home FAQ
99. he file Clicking Open creates a new contact record You can also save the file to your local hard disk and share it with others or open it at any time to create the contact record This feature is sensitive to the visibility settings chosen by the member it will only include contact information that the member has chosen to show Social Networking Links If the club has enabled social networking links and the member has configured their profile information for any of these links the appropriate logos will be displayed under the vCard link Click a logo and a new window will open with that member s public profile on the appropriate service Photo Albums If the club has enabled member level photo albums the system will place links to these photo albums under the social networking links Click an aloum name to view it Blogs If the member authors one or more blogs on the club s website you will also see links for each blog Edit Links When you view your own directory entry small Edit links are placed in each section of the bio Clicking one of these links displays the appropriate page from your Profile allowing immediate changes to be made and saved to the directory entry You can also click the photo itself to jump to the page that allows you to edit the photo Click Return to Previous Page to go back to the listing screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 117 ClubExpress User M
100. hen Saturday Oct 22 2005 7 00 PM to 11 00 PM Where Rear Lawn of the main house Gunderson Ranch Flagstaff AZ Registration Required Companion 50 00 60 00 Member s 40 00 50 00 Technical 1 New techniques in Control Details Reknowned international balloonist Stephan Lundqvist will present a lecture on the new control architecture developed in Sweden thats sweeping the community After the session his balloon will be available for review Figure 11 6 Events Event Activities Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 100 ClubExpress User Manual Version 5 5 EVENT REGISTRATION To register for an event click the Register Now button If the event is configured to handle registrations using a different web site a new window will open showing the configured site and page If the event is configured to handle registration on ClubExpress a page similar to the following will be shown If you have already registered for this event a warning message will be displayed but the system will not stop you from registering again Home Events Calendar BallooningFun Registration o Event Registration Personal Information Event Ballooning Fun When Tuesday April 08 2008 3 00 AM 5 00 PM Where Jackson Farm RR4 Newport IL Payment Payment In Advance Or At Event Primary Registrant Select Registration Type Member amp Companions
101. hen make a cho th ct Pa t Metho n list If pay er the required information and press the Submit Payment button Please allow a minute o transaction to complete If paying by check enter the check number and adjust the payment date if essary Press the os J 3 J re 2 Payment button Click S to change amount Print Invoice Sign Up 12 17 2005 Due 5500 Pay 55 007 Adult 30 00 Season Ticket Pass 25 00 Transaction Total 55 00 Total Selected For Payment 55 00 Select Payment Method lt Select Payment Method gt v Review the payments due and selectthe items you wish to pay for now Then select a payment type and follow the instructions provided Refund Policy The refund by Northwestern Bali lub Ref qu directed thweste jalloon Club they cannot be handled by Clu Figure 4 3 Pending Payments This screen shows one or more payments pending including the detail for each Each payment is checked by default but you can uncheck individual payments to change the total selected for payment Credits If you have any pending credits they will be automatically applied up to the amount of the pending payment Any additional amount is available to be used for a future transaction Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 20 ClubExpress User Manual Version 5 5 Discount Coupons If you have a discount coupon it can also applied on the Payments page If
102. hoto AIDUMM cccc ccccceeeeeeeeeeceeeeeeeeeeenseeeeeeeeeeeeeeneas 52 Figure 4 30 Legend for managing Photo Albums cceeeeeeeetteeeeeeeeeeteeee 53 Figure 4 31 Edit Photo Album Content ccccceeeceeeeeeeeeeeeeeeeneneeeeeeeeeeneees 54 Figure 4 32 Select Photos vgsciecete ones ietecketesnc Genel coeeees deter nenteee tleeecaatncnt emetic 55 Figure 4 33 Add Multiple Photos ses ccscvceseeweeeaiee code tonededbeateweg rene 56 Figure 4 34 Add Photo tacit er e arara ra easel eaan 57 Figure 4 35 Download Bank c cccceeeessssecceeeeeeeeeeeeeeeeeeeeesennneeeaeeeeeeeeeneas 59 Figure 4 36 Bad Email Notification ccccceeeeeeeee eee seer eeee tere eeeeenneeeeeeeeeeteeee 60 Figure 4 37 Handling bad email address S ceeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeeeees 60 Figure 5 1 Blogs main SChOGN i rccrtete dg ar ness eeeer der eecuven vaca neaceedeteeen se eeeuerieeeea 62 Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 3 ClubExpress User Manual Version 5 5 Figure 5 2 Reading blog entries 00 eceeeeeeeee cere ee eeeeeeeee eee eeeeenaeeeeeeeeeetenee 63 Figure 5 3 Adding AcCOMMON giverctcs te cecesties tent tet ented ere cedtiaiutecses eben 64 Figure 5 4 About this Blog was seer Piug ives Sepradeig el ces eaves eeieeoevdac ceeded ees 64 Figure 5 5 Recent POS S nr aise hard eani a a A NE E 65 Figure 5 6 Blog Author T00 8
103. i e BuySell myclub com Your email will create a thread The title will be whatever you have entered in the Subject field of your email You can also reply to an existing message that you see in the email you received from the forum Simply click on the link provided Make sure you delete any extraneous text other messages footer information etc before you send the email If an incoming message has more than five attachments it is posted with the first five and a note is sent back to the sender that this was done If a forum does not allow attachments and an incoming message has them it is posted without its attachments and a similar note is sent back to the sender MEMBER PROFILE When discussion forums are available a Forums General Preferences choice is added to the user Profile screen This choice allows you to control your individual preferences for viewing messages and threads authoring messages and the personal information displayed A second choice Forum Memberships allows you to subscribe to forums and unsubscribe as well and to customize your preferences in each forum that you are a member of For more information see Chapter 4 Member Profile Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 84 ClubExpress User Manual Version 5 5 SEARCHING THROUGH MESSAGES From the main Forum screen click the Search button The following screen is displayed Home Forums
104. ick to show large size Display As Embedded Image On Page Select y Cancel X Figure 19 3 Insert Photo Enter one or two tags and click the Show Photos button to display a list of photos with these tags As you click on a photo a preview is shown in the right panel You can also Shift Click and Ctrl Click to select multiple photos at a time but the preview panel will only show the first selected photo in the list Photos can be inserted into your custom page in one of three ways e As a hypertext link You have the option of specifying the text to use When the link is clicked a popup window will appear showing a larger version of the photo e As a thumbnail image with the longest dimension set to 120 pixels When the image is clicked a popup window will appear showing a larger version of the photo e As an embedded image on the page with the longest dimension set initially to 450 pixels You can adjust the size of the image using the handles provided Click Select to insert the image s as defined or Cancel to close the dialog without inserting any images Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 140 ClubExpress User Manual Version 5 5 INSERT IMAGE Clicking the Insert Image toolbar button displays the following popup window Select an Image Q Select an existing image from one of the available graphics libraries You may also select a new image from your compu
105. ies of this user manual for the intended use described above and your organization stops using the ClubExpress platform or decides not to sign up for ClubExpress you agree that you will make reasonable efforts to delete or destroy these copies Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 1 ClubExpress User Manual Version 5 5 TABLE OF CONTENTS Chapter 1 IMPOOUCtON neierens a a E rA arena 6 Chapter 2 Screen Orientation ccccccceeeeeeeeseeecceeeeeeeeeeeeeeeeeeeeeeesennseeeaeeeeees 7 Chapter 3 Logging IN sc eccccascseecs dace cpata detect ace ia dag teens tacos ieee cWacen de teee rece eu lente teas 13 Chapter 4 Member Profile 2 0 0 2 0 eeceeeeccceceeeeeeeeeeeeeeeeeeeeessneneeeeaeeeeeeeesennsaeaaes 15 Chapter 5 BlOG Sis 4 is steak e cet eee create ech seadtt agate oa reste ce edatnn ta eaeeetnea 62 Chapter 6 Chapter Finder seivse sxc ncccetei ste ccotncn bones iueaacete erste Gareimenennese bade 70 Chapter 7 Committees as cehswoevuneds leh ea venues eae tehvees usr ob ae ema tene te 73 Chapter 8 Discussion FOruims ccccceeeeeeeeeeeeeceeeeeeeseeseaeeeaeeeeeeeeeeensaeeees 75 Chapter 9 Documents cicice telesics Secetennveda cen tke beeeuedeusuesthies iuahsdaansde chee tederuuadsorele 88 Chapter 10 Donations ccccccccceeeeeeeeeeeceeeeeeeeeesnaeeeeeeeesaaaaeeaaeeeeeeseennnsaeaaes 92 Chapter 11 Events Calendar amp Registration
106. ike this http www facebook com home php profile php id 12345 You only need to enter 12345 without the quotes We will handle the rest Click the Test button to test your link A new window will be displayed showing that social network and your profile page Note that you may also need to go into your Profile screen in each social network and make your page public to allow others to view it The Profile Membership Directory screen continues below Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 27 ClubExpress User Manual Version 5 5 Biography Fon B Z U A amp 2a 9 O e CoE Here s my new bio flew in my first ballon I can add any text wanthere Change the font and color 1 You can make lists 2 You can have them numbered or bulleted 3 4 5 you can create on this page as a button or as Text or as an image gt Design lt gt HTML Preview To upload a photo press the Browse button and locate the photo on your hard drive A thumbnail version of your new photo will be displayed below When you press the Save button the photo will be uploaded to the web site replacing any existing photo To remove an existing photo from your directory entry press the Delete Photo button Delete Photo Select Photo Choose File no file selected Save Y Cancel X Figure 4 8b Membership Directory bottom part
107. ile someone is registering their party it will not be shown on subsequent iterations of this screen Users can move Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 107 ClubExpress User Manual Version 5 5 forward or backward through the wizard to ensure that the most appropriate people in the party are signed up for each activity The event activities page keeps a running total of registered activities When users finish registering for individual activities they click the Next button to proceed to the next page If event specific questions are defined this screen will be displayed next If a release agreement is required this page is displayed next If neither is required the summary page shown above is immediately displayed Payment For events with a fee clicking the Complete Registration button displays a screen similar to the following Home Control Panel Pending Payments Make Payment Make Payment select the Print Invoic n of the page will be d Event Registration 2 12 2007 Due 15 00 Pay 15 00 Y 7 30 2007 Season Opening Party ray novak Season Opening Party 15 00 Transaction Total 15 00 Total Selected For Payment 15 00 Select Payment Method lt Select Payment Method gt v Review the payments due and select the items you wish to pay for now Then select a payment type and follow the instructions provided Refund Policy T Figure 11 13
108. is option your name city and state are listed in the directory but no other information is provided This is the default when your account is created Do not list me in the directory With this option other members do not see you in the directory at all Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 26 ClubExpress User Manual Version 5 5 Birthdays and Anniversary ClubExpress allows you to store your date or birth your spouse partner s date of birth and your wedding anniversary Some clubs or associations may not prompt for this information Even if it s enabled it s entirely optional Clubs also have the option of not showing the year for birthdays and anniversaries To remove a birthday or anniversary check the Reset box and click the Save button at the bottom of the screen Social Networking lf your club or association has enabled this option you can create links to your public profile pages on the following popular social networks e FaceBook e Linkedin e MySpace e Twitter The actual sequence is different for clubs and associations where members join through their personal lives or through their business professional lives Enter your user ID for each service which is usually the ID number at the end of the URL when you are viewing your public profile page Do not enter any of the special characters between the domain name and your ID For example a typical Facebook URL looks l
109. ist of available membership types comprises all available types including those which are not available to members when they join such as complimentary memberships Then click the Next button at the bottom of the page to continue to the next step Membership Status Expired 7 1 2004 All people living in a household New Expiration Date 12 29 2005 T Current Total 40 00 Figure 4 2 Renewal Select a membership type and click Next If your membership includes additional secondary and or tertiary members or if your association supports chapters you will next be able to update this information since it may affect the membership fee you are charged If additional charges are defined you will also have the opportunity to add them to your current total You might also be asked to affirm the club s Joining Agreement The next screen is the payment summary giving you an opportunity to review the information entered From this screen you can proceed to the payment screen to complete the renewal Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 19 ClubExpress User Manual Version 5 5 Payment Click the Finish and Proceed to Payment button A screen similar to the following will be shown Home Control Panel Pending Payments Make Payment Make Payment for dan j nitzel 89 The list below shows outstanding payments due for the current member Use t yments to make T
110. l Preferences page you will not receive emails from any of your forums regardless of the individual settings e Email Links allows you to remove the standard text that normally appears at the bottom of each email This text tells you how view the email online modify preferences opt out etc e Email Format controls the format of such emails either plain text or full HTML If Send Email is unchecked this section will be unavailable e Frequency controls how forums configured as email lists send messages to you The options are o Immediately send messages individually and immediately o Daily Digest send one message a day containing all messages o Daily Subjects send one message a day containing subjects only each message includes a link to view the complete email online e The check box allows you to propagate these settings into every forum that you ve subscribed to that requires such configuration The description of Forum General Preferences screen continues below Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 43 ClubExpress User Manual Version 5 5 Authoring Messages Preferred TextEditor Simple Text Only Advanced With Formatting Tools Message Signature Attach the following signature to each message 10 o h ested online not posted via email E Check this box to apply the signature settings to all my forums Identification Forum Handle msmith _
111. l appear if you picked a membership type that includes additional secondary and or tertiary memberships under your account It will also appear if your club or association allows you or your secondary and or tertiary members to join chapters You will see a screen similar to the following Chapters Only If your club or association supports chapters but your membership does not support secondary and or tertiary members you will see a screen similar to the following Home ControlPanel Member Manager Member Profile Chapters Additional Members o Chapters Additional Members for J Bagwell Name Chapter Tools J Bagwell San Francisco Remove Figure 4 9 Joining Chapter s Some clubs allow members to join only one chapter while others allow members to sign up for multiple chapters The Add Chapter link is used to add a chapter to your membership You will see a screen similar to the following Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 29 ClubExpress User Manual Version 5 5 Select Chapter For Robert Anderson Northwestern Balloon Club Midwest Illinois Chicago Michigan Northeast South West Figure 4 10 Add Chapter Click Select a Chapter and navigate the hierarchy to a chapter at the lowest level Click Save to add this chapter to your membership or Cancel to close the dialog without saving Secondary
112. le US Map US Canada Map Home Club Finder Club Finder Click on a state to view a list of chapters Click on each chapter for detailed info Click the Show Org Chart button to view the complete organization hierarchy Chapters Outside USA View Org Chart ND i MN yr sD Wi E 4 vith Ae nn 2 MA IA S x lt NE cae i Chapters ee Ri KS Mo 2 Chicago Rolling Meadows af K ap 7 oo a el eet Az NM CDs ee e s WF ass AL a P E AA aia Da Figure 6 1 Chapter Finder using Standard Map Click a state or Canadian province to see a list of chapters in that state or province When you click a chapter name you ll see contact details for that chapter Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 70 ClubExpress User Manual Version 5 5 Google Map Home Club Finder Club Finder Click on the map markers to view chapter info Click the Show Org Chart button to view the complete organization hierarchy gt M lowa Chi Nebraska 9 Omaha oF Lincoln Kansas Kansas o ENa Wichita Y i notes T A To a OPh Riverside Procli Me Mexico O Mexicali ACHES Chnganuieidaraay A e Negras Culiacan Torreon OIGA 1 Saltillo yg Her jatamoros Mazatlan M xico Google C Geocoding by geocoder us and geonames org Figure 6 2 Chapter Finder using Google Map A standard Google icon
113. lease vote on the following board positions for 2007 Your vote must 7 be received by 10 31 2006 Take This Survey Figure 18 1 Surveys screen This screen shows the surveys available to you Clicking the Take this Survey button launches the survey wizard presenting the first page of the survey TAKING A SURVEY Surveys typically begin with a preamble page that explains the purpose of the survey At the bottom of each page are Back Cancel and Next buttons although Back does not appear on the first page and Next does not appear on the last page Use these buttons to navigate between the pages of the survey If you click the Next or Back buttons and you have not supplied a response to one or more required questions you will not be able to leave the page until an answer is supplied Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 131 ClubExpress User Manual Version 5 5 Chapter 19 Content Editor INTRODUCTION In a number of places within ClubExpress you have the opportunity to create a custom web page or part of a page Two examples are when you are building the website home page and when you are specifying custom web pages Instead of forcing you to learn complex HTML coding ClubExpress makes it easy to build this page using a software tool called a content editor that is similar to a word processor The ClubExpress Content Editor allows you to perform the following tasks
114. lick the agree checkbox to signify acceptance of the agreement and then click the Next button to display the summary page above If the event has both questions and a release agreement the questions page will be displayed first then the release agreement page Multiple Activity Events After the initial registrant information page the user is taken to a page similar to the following which lists the individual activities for the event and allows separate registration for each activity Activities for Martin Smith NCATA Conference T Shirt M 10 00 Registration Required NCLB Update M 40 00 When Monday Oct 29 2007 12 00 AM to 1 00 PM Where Same as event Registration Required Lunch O 0 00 Details lunch with guest speaker When Monday Oct 29 2007 12 00 PM to 1 00 PM Where Same as event Registration Required Registrant Total 50 00 Registration Total 50 00 4 Back Cancel X Next gt Figure 11 12 Event Registration Wizard Event Activities This wizard page will be displayed once for each person who is part of the registration first the primary registrant and then each of his or her companions in turn Only activities that each individual user or companion can sign up for will be shown on each iteration of the wizard page Registration is a simple matter of checking the box to indicate that the current person will attend that activity or purchase that item If an activity fills up wh
115. lub Website 2 03 2013 12 50 PM Edit Figure 5 7 Posts Manager The grid lists each post in descending date order showing the post title and date of publication and whether the post is currently visible Click the Add Post button to create a new post You will see the following screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 66 ClubExpress User Manual Version 5 5 Add Edit Post Use this page to edit your blog post Title Hank s Blog Visibility Not Visible draft Visible published Published _ Use Created Date Use Today s Date Per to ee oe ce eee eee none eer ey styles Font Name Rea gt BI U XA we Ar Ss amp EES g Fo aa We fell in love with ince le look forward to the upcoming event in November and to meeting everyone Hank Design lt HTML amp Preview pete 79 Characters 429 Save Y Cancel X Figure 5 8 Add Blog Post Specify the title for your post and whether it should initially be hidden perhaps because it s a draft or immediately visible If you choose to make the post immediately visible you can also specify which date should be assigned to the post e The original creation date e The date you are making it visible today Below is the standard ClubExpress advanced content editor with all its available tools for creating web content including formatting and layout tools th
116. mation such as documents JPG files and others This will really assist me in getting the site up to date and keeping itthere Hopefully the club members will feel the same facebook Email Address support clubexpress com lig Space com ace Office Phone 866 457 2582 Fax 847 255 0273 Photos j Summer Fly in 2009 Company Address 5005 Newport Drive Suite 203 Rolling Meadows IL 60009 Years Flying 12 Chapters Chicago Return to Previous Page Figure 14 2 Member Directory Detail The information shown on this screen will vary based on the Visibility level chosen by the member Individual members who have specified not to be listed in the directory will not be shown There are two versions of this screen one for clubs where members join as part of their personal lives and one where members join as part of their business or professional lives Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 116 ClubExpress User Manual Version 5 5 vCard Link 8 What is this Below the member s photo is an icon which allows you to add this person to the personal address book on your computer This feature uses an Internet standard called a vCard file which is supported by most Personal Information Manager PIM programs including Outlook Eudora Mozilla Thunderbird Palm Desktop Appleworks Entourage etc When you click the icon a standard dialog will be shown asking if you want to Open or Save t
117. mbers who have registered for the interest However this list is available to members only If the Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 113 ClubExpress User Manual Version 5 5 current user is logged in the following screen will be displayed If you are not logged in the Login screen will first be displayed Visitors will then click their back button to return to the previous screen while members will log in to view the screen above Home ControlPanel Interests Details and Members 1 to 3 years his screen lists the members who have signed up for the interest Click the member s name to view his or her directory entry if available Click Sign Me Up to add yourself to the list or Remove Me to remove yourself from the list Sign Me Up Members Name City State E Mail Address Bernadette Peters Chicago IL Return to Previous Page Figure 13 2 Interest Members This screen shows the members who have registered for the Interest Each member is shown with his or her name city state and email address The name is a link that will display that member s Directory entry If you are not on the list the Sign Me Up button at the top allows you to join the Interest list If you are already on the list the Remove Me button at the top allows you to leave the Interest list Note that the Sign Me Up button will not appear if your club or association has set a maximum num
118. n Figure 9 5 Commenting on documents Each comment is prefaced by the member s name who made the comment and the date time when the comment was posted To add a comment click the Add Comment link You will see the following dialog Add Comment Enter comments about the document limited to 2000 characters total Save f Cancel X Figure 9 6 Add a document comment Enter the comment and click the Save button to add it to the list or click Cancel to close the dialog without saving Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 91 ClubExpress User Manual Version 5 5 Chapter 10 Donations INTRODUCTION The Donations module allows you to establish funds into which members and non members can donate A number of options are provided to control fund visibility target and whether anonymous donations are allowed Donations are processed through the same payments processing module that s used for memberships and event registrations A typical Donations screen is shown below Home Donations Admin Click the Donate button to make a donation for the specified fund Building Fund This fund helps to maintain our facilities including Donate gt maintenance and capital improvements We have long Donate gt term plans to provide better storage and staging areas for members and their equipment Progress 950 00 received towar
119. n Flat View since only the current message is fully expanded You can specify any number but we recommend not going higher than about 100 Additional messages are viewed by navigating through pages Messages Per Page Flat controls the number of messages shown on a single page in Flat View This number should normally be lower than messages per page in Threaded View since all messages are fully shown You can specify any number but we recommend not going higher than 20 Additional messages are viewed by navigating through pages Preferred Message Sort applies to Flat View only It controls the initial sort order when a thread is displayed The options are by date author and subject either ascending or descending Email Address Use Email Address is the email address that will be used for forums configured as email lists listserve option By default this is your primary email address but you can change it to any address The Allow Private Replies checkbox controls whether other forum members can send replies to you directly via email The check box allows you to propagate this address into every forum that you re subscribed to that requires an email address Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 42 ClubExpress User Manual Version 5 5 Message Delivery e Send Email controls whether you want forums that normally send emails to actually do so If this option is not checked on the Genera
120. n defined Club Questions to be shown on the Membership Directory they will also be shown at this level Show name city and state only no bio or contact information With this option your name city and state are listed in the directory but no other information is provided This is the default when your account is created Do not list me in the directory With this option other members do not see you in the directory at all If members join the club through their business or professional lives the following options are available Show all information Everything is visible Show all information except email Show name city state title company bio email and phones no address info Everything is visible except your address information Show name city state title company bio and email no phone or address info In addition to the above your phone numbers are also not shown Show name city state title company and bio no contact information In addition to the above your email address is also suppressed But your bio and photo are still visible If your club or association defined Club Questions to be shown on the Membership Directory they will also be shown at this level Show name city state title and company only no bio or contact information With this option your bio and answers to Club Questions are also suppressed Show name city and state only no work bio or contact information With th
121. n in the top right corner To start a new thread click Start New Thread in the top left corner To modify your individual preferences for this forum click the My Forum Preferences button You will be taken to the preferences screen in your Profile described in detail in Chapter 8 If you re configured as a Moderator of this forum the Members button allows you to view and update special members in the forum including those who are Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 77 ClubExpress User Manual Version 5 5 banned from posting in the forum and those whose messages must be moderated See below for more details CREATING MESSAGES Click the Start New Thread button to start a new thread You will initially see the simple message editor shown below Post Message Type your message or reply here Subject Sticky Release Valve Message Icon Problem Need Advice Message Text 2x B z U Ao 4a 9 O E BRM A BO iE Has anyone had problems with a Cumberland Model A 45 release valve I was flying on Sunday in about 58 degress F humidity of 67 about 3000 ft As tank pressure increased the release value should have tripped to keep it under control It didn t Fortunately noticed the problem quickly and was able to release pressure manually But I m concerned about future occurrences The unit is about 15 years old but has been well maintained Could age be
122. nction this choice is also shown on the menu It allows you to control your interactions with discussion forums including general viewing preferences message authoring preferences and screen name When you click the Forums choice you will see the following screen Home Member Profile Forum General Preferences Forum General Preferences Select your preferences which apply to all discussion forums Some of these settings can also be set individually on each forum Viewing Messages and Threads Threads PerPage 50 Preferred Thread Sort By Last Post Date Latest to Earliest Preferred Message View _ Threaded Flat Msgs Per Page Threaded 50 Msgs Per Page Flat 20 Preferred Message Sort By Last Post Date Latest to Earliest Note that the message sori setting applies to the flat message view only Email Address Use Email Address Primary Contact Email info clubexpress com This Address Allow Private Replies _ Allow forum members to send replies directly to me via email Check this box to apply the email address choice to ail my forums Message Delivery Send Email M Send Forum Messages To Me Via Email NOTE When this option is checked you can control the sending of email for each forum indivdually from the Forum Memberships page When un checked you will not receive emails from any of your forums regardless of the indivdual settings Email Links Remove additional links and info text f
123. nd its documents Clicking View Documents displays a screen similar to the one below Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 88 ClubExpress User Manual Version 5 5 Home Documents Folders Documents oQ Official Club Documents Document Title Links Club Logo LoRes Download y Club Logo HiRes Download Club Bylaws Download y MiGO Bylaws Download y Test Uploaded Doc Pending Download Click to view File Readers and Utilities for download Return to Previous Page Figure 9 2a Documents within a category To view the details of a document click the double down arrow to the left of the title You will see a display similar to the following A amp Club Bylaws Download Description The rules by which the club is organized including policies and procedures Author s Board of Directors Create Date 07 01 2002 Document Format PDF File Size 22 Revision Date 04 25 2004 Figure 9 2b Viewing document details Click the double up arrow to hide this display You can also show details for all documents in the category by clicking the double down arrow beside the Document Title To display links to popular file readers click the double down arrow near the bottom of the screen Click to hide File Readers and Utilities Nw E Winzip PDF Word Excel Power Point Figure 9 2c Viewing file readers and utilities If the document categor
124. nderlining You can This editor supports indenting Figure 19 7 Spell Check Dialog Misspelled words are highlighted in yellow There is a small popup menu below the first misspelled word showing available options Other words which might be what you intended to write Ignore just this occurrence Ignore all occurrences Change manually A small window will appear to edit the word Add to dictionary so that this spelling will be OK from now on Click the Finish spellchecking button to exit from spellchecking mode Click the Cancel button to cancel your changes and exit spellchecking mode Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 145
125. ntation Credits Total 20 00 20 00 Return to Previous Page Figure 4 18 Payment History In the upper panel you will see the date type and amount of each payment made to the club whether through the system by mail or at an event Click the Receipt link to display a popup receipt for the payment In the lower panel you will see the date reason status and amount of each credit applied by the club to your account Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 36 ClubExpress User Manual Version 5 5 CREDIT CARD Click Credit Card to maintain the credit card you use to renew your membership and register for events You will see the following screen Home Member Profile Edit Credit Card Edit Credit Card Information Use this page to maintain your credit card information Your credit card is presently stored in our database If you wish to remove it press the Remove Remove button to the right r Credit Card Type Visa v Card Number 1111222233334444 Expiration September w 2006 v Name on Card Martin Smith Validation Code 111 How do I find this Is the address for this credit card different from your residential address O Yes No Figure 4 19 Credit Card Information ClubExpress allows you to store a credit card in the system so that you don t need to re enter it each time it s needed This is optional if you don
126. old the copyright or the copyright holder has granted permission for the photo to be uploaded If you upload photos without permission of the copyright holder you run the risk of being sued for unauthorized use of copyrighted material Editing Image Properties To edit the properties of an image click it so that selection handles appear Then right click and select Properties You will see the following dialog Properties Width 120 px a Height 80 px Border Color amp amp 7 Border Width 7 Alt Text Long Description Image Alignment X Top Right Margin Bottom Left OK Cancel Figure 19 5 Set Image Properties From this window you can perform the following functions e Specify the width and height of the image in pixels The system does not maintain the relative dimensions of an image unless you first click the broken chain image to join the two fields e Specify a border color and width for the image in pixels If this parameter is left blank it defaults to zero e Specify alternative text for users who have images turned off in their browsers e Specify the alignment of the image Some of the options in the list do not apply to an image sitting on its own line instead they control the positioning of the image when it s next to text e Control the horizontal and vertical spacing around the image also specified in pixels Copyright 2004 2013 Gembrook Systems
127. on event management and other tasks THis USER MANUAL TS o This user manual is designed for club or association members only It does not include discussion of coordinator and administration functions which are described in a separate manual Some functionality within ClubExpress applies only to clubs that have chapters districts or regions subgroups within the main club or association If your club does not have these subgroups this functionality will be completely hidden If functionality applies to subgroups it is described with the icon to the left Within ClubExpress every screen also includes a link to an online help system that includes all of the material in this manual There is also instruction text on many screens And if anything is not clear you are always welcome to call us toll free at 1 866 HLP CLUB 866 457 2582 and we will gladly explain what you need to know Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 6 ClubExpress User Manual Version 5 5 Chapter 2 Screen Orientation Member Login amp Profile Menu Content Box INTRODUCTION This chapter describes the various components of a ClubExpress screen Figure 2 1 below shows a typical screen with the major components highlighted Page Header f A dl 1 7 Home o Membership Directory Logout Profile Payment Due gt gt News gt gt Cruise Calendar
128. or next day e Click Future to see all events past today e Click Today to jump the grid back to the current month e Click Legend to display a drop down legend of the color coding Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 96 ClubExpress User Manual Version 5 5 Searching and Filtering Clicking the icon displays the following panel Category Board Meetings Show Events For West Metro Area lt All Metro Areas gt ow Title Description Search All Events Reset Dates 11 1 2008 To 11 30 2008 Filter Current View Reset Figure 11 4 Search Filter panel for events Using this panel you can filter the current view to show only events that match your specified criteria Select a category subgroup chapter district or region or metro area or enter part of the title or event description Click Filter Current View to retain the current view but only show events that match your criteria Click the matching Reset button to clear your criteria When you click Filter Current View any values in the Dates fields are ignored because the view itself controls which dates are visible Using this panel you can also search through all events to show events that match your specified criteria When you click Search All Events the system switches to a Search Results panel which is similar to a List View and which shows all events that match your specified criteria
129. ou can also click Cancel to cancel your checkout and your shopping cart completely Checkout Final Screen When you click Continue with Checkout or if you are a member already logged in the following screen is displayed Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 127 ClubExpress User Manual Version 5 5 Home Shopping Cart Checkout o Checkout Shipping Info Shipping Method USPS w Send To The Address Just Specified Shipping Address Name Dan Ehrmann Organization Title Address 1 Address 2 City State Province Zip Postal Code Country Gift Is this agit Yes No Gift Message Order Summary Base Cost 13 50 Sales Tax 0 57 Shipping amp Handling 8 00 Final Cost 22 07 Cancel X Continue To Payment Figure 17 7 Checkout final screen Specify a shipping method from among the available methods defined by your club and association Once this is done the order summary panel will be updated to reflect the shipping and handling cost any sales tax and the total cost for this order Note that sales tax may be different for different types of products and may or may not apply based on your state or country of residence Select a Send To option e Members can select their primary address or their alternate address or enter a new shipping address from scratch for example for a gift Copyright 2004 2013 Gembrook Systems All Rights Re
130. ou elect to pay in advance you will see the payment page where you can pay with a credit card online or print an invoice and pay with a check Pay in advance O Pay at door Figure 11 10 Event Registration Wizard Summary Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 104 ClubExpress User Manual Version 5 5 At this point users can still click the Back button to return to a previous step or the Cancel button to cancel the registration process The system knows if payment is required in advance or if payment must be made at the event or if either option is allowed In the above example clicking Complete Registration will take users to the payment module to complete payment Users will receive a confirmation email for the registration and another when the fee is paid A registration is not saved until one of these buttons has been clicked Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 105 ClubExpress User Manual Version 5 5 Single Activity Event Event Specific Questions If the event has event specific questions a page similar to the following is shown Home Events Test Mult Activity Event Registration Event Registration Additonal Information Event Test Multi Activity Event When Wednesday May 10 2006 Thursday May 11 2006 Where Manny s Restaurant 5005 Newport Drive Rolling Meadows IL Payment Payment In A
131. page header This panel has multiple configurations e Site visitors and members who have not yet logged in will see the phrase Member Login Clicking this link brings up the login page allowing members to log into the site and view content reserved for members only e Members who have logged in will see a Welcome lt first name gt message The Login link is replaced by two links one to Logout and the other to jump to the member s personal Profile page see page 15 e Members who log in and whose membership is up for renewal will see an additional Renew link This is a shortcut to the renewal wizard allowing members to renew their membership with only a couple of mouse clicks e f your membership has expired you can still log in You will be taken to the first page of the renewal wizard from where you can renew or log out any other click will return you to this page e Members who have pending transactions will see a Pending Payments link This is a shortcut to the Payments screen allowing members to complete any pending payments e Your club or association may have enabled a My Directory Listing option Clicking this link takes you to your bio page in the Membership Directory From this page you can edit the various elements of your directory entry including your contact information bio and answers to club specific questions MENU Every page includes a series of links to jump to other portions of your organi
132. ption provided by the FAA these rules were updated in 2013 y Max 1000 characters 946 characters left Author s Various Create Date Revision Date Select Document Choose File no file selected Max file size 80 MB Save Y Cancel X Figure 9 3b Upload document dialog Enter the requested information and specify a filename from your local hard disk Click Save to upload the document or Cancel to close the dialog without uploading Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 90 ClubExpress User Manual Version 5 5 Documents are uploaded with a special Pending status They are not visible until an administrator or module coordinator has approved them Rating Documents If document rating is enabled you will see a special option below the document information panel Your Rating We we Ar We Overall Rating ve ve ve we 4 00 1 ratings Figure 9 4 Rating documents The section on the left allows you to click on 1 through 5 stars to specify a rating The section on the right shows the aggregate ratings to date rounded to the nearest 2 star The actual numerical rating is also shown straight average Commenting on Documents If document comments are enabled you will see a special option below the document information panel Comments Martin Smith Tuesday February 09 2010 11 01 AM These are very cool bylaws beautiful penmanship and so nicely writte
133. r date taken and one or more descriptive tags Tags are used to index and reference photos Enter tags into the text box one per line Your club has also created master tags that may be appropriate for Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 57 ClubExpress User Manual Version 5 5 your photo Click Select Master Tags to add one or more of these tags to your photo Click Save to upload your photo and add it to the page or Cancel to close the dialog without saving When the photo is uploaded the system checks its size Large photos are saved in three resolutions e Original resolution uncompressed e Screen size longest dimension is 450 pixels e Thumbnail size longest dimension is 120 pixels Photos that are smaller than the screen size are only saved in two resolutions Check the Allow Hi Res Download box to allow members to download an original high resolution copy of the image A special button is displayed in the popup photo viewer Note that this button is never shown to the public only to members and then only if the box is checked Note also that users can still right click the lo res screen size version and save it there is no way to stop this Display Sequence This button shows the standard ClubExpress sequence dialog allowing you to reorder the photos on the album Note the first photo in the list is used for aloum preview Configure Aloum Click the Configure Album
134. r a 3 4 person balloon These prices refer to the low season which runs from 31 Augustto 1 Jan In the high season an envelope will cost around 12 220 Return to Previous Page Figure 12 3 FAQ Answer Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 111 ClubExpress User Manual Version 5 5 When answers are relatively short questions and answers may be shown on the same page The resulting screen looks similar to the following Home FAQ Categories FAQ Annual Auction 1 How much was raised last year 45 000 2 What is the target for this year 50 000 Return to Previous Page Figure 12 4 FAQ Questions and Answers on the same screen Press Return to Previous Screen to move back up through the sequence of screens Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 112 ClubExpress User Manual Version 5 5 Chapter 13 Interests The Interests module allows a club or association to list and describe various special interests programs or affiliations that the organization sponsors Interests are grouped into categories that each group also defines Members can then register for an interest either from the Interest pages or from their individual Profile screens If the interests are based on things that members like to do they provide a way for people with similar experiences and desires to meet up with each other and share experi
135. re 11 13 Pending Payments cccceeeseseccceceeeeeeeseeeeeeeeeeeeesesnseeeaaeeeeees 108 Figure 12 1 FAQ Category SCrOe M ccecceeeescccceeeeeeeeeenaceeeeeeeeetensssaaaneeeeees 110 Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 4 ClubExpress User Manual Version 5 5 Figure 12 2 FAQ Questions SCreen 0 ceeeeeeeeceeeeeeeeeeceaeeeeeeeeeeeeeesnaaeeeeeeees 111 Figure 123 FAQ ANS WO iicsc cc cets cessed erp cee tn areas ki Gceetie lee at eee les aah ores 111 Figure 12 4 FAQ Questions and Answers on the same screen n s 112 Fig re 1374 Interests tiaras Noe eecd eM les es nasa Nae ieee 113 Figure 13 2 Interest Members ccccceeeeeeeeeeeeeeeeeeeteeeeeeeeeeeeeeenenseeeaeeeeees 114 Figure 14 1 Member Directory List eeecccceeeeeeeeeeeeeeeeeeeeeeeeeeesnnaaeeeeeeees 115 Figure 14 2 Member Directory Detall ccccceeeeeeeeeeeeneeeeeeeeeeeeeeenneeeeeeees 116 Figure 15 1 News Main SCION ccccccceeeeeeeeeeeeceeeeeeeeseeeeeeeeeeeeeeesneseaeaeeenees 118 Figure 15 2 News item SCION cccccceceeeeessseeeceeeeeeeeseaeeeeeeeeeeseesensaeaaaeeeeees 118 Figure 16 1 Photo Album INdeX eceeeeeeeeeececeeeeeeeeneeeeeneeeeeeeeenseseeeaeeeeees 119 Figure 16 2 Photo Album Search Tools cccceeeeeeeseccceeeeeeeeeeessseaeeeeeees 120 Figure 16 3 A Typical Photo Album 0 ceceecececeeeeeeeeseeceeee
136. rent Membership heading sorted by the search field Use the Recent Member Option to find members who have joined in the past 10 30 60 or 90 days If no search value is entered clicking Search displays the whole membership Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 115 ClubExpress User Manual Version 5 5 Members are displayed in pages of 30 members at a time Click the Prev and Next buttons or the drop down list to select a specific page To view the membership directory entry for a member click the View button A screen similar to the following will be displayed Home Membership Directory Martin D Smith o Membership Directory Martin D Smith smithy Edit Company Edit I ve been a ballooning fan ever since J saw my first hot air balloon floating over the camporound on my summer family vacation when I was 6 years old One of my best memories was of another summer vacation a few years later in Arizona when my dad and I rode on a hot air baloon joined the club 15 years ago at age 25 serving as crew and line holder for other g members In my early 30 s bought an old balloon and spent the winter stripwhy is What is this this here ping it down and reconditioning everything The next summer was my first flying my own rig My newest balloon is only three years old bright green with yellow stripes Linked f In addition to all this we now have the ability to upload infor
137. ress User Manual Version 5 5 Chapter 8 Discussion Forums INTRODUCTION ClubExpress includes a powerful discussion forums module allowing members to participate in online discussions on a variety of topics Original messages and their replies are organized into threads that are listed within a forum Forums in turn are grouped into categories allowing a club or association to organize forums for different purposes Forums configured as an email list listserver push messages out to forum members email boxes and allow members to reply via email The reply is posted to the forum and then sent back out to every forum member But these forums can also viewed online like any other forum and are fully integrated into the rest of ClubExpress Clubs have full control over forum membership Forums can be defined where all members have access by default or where members can opt in or where a moderator adds members manually Clubs can also build forums around an interest group a committee or a member type and ClubExpress will maintain forum membership automatically ClubExpress supports multiple views message posting icons forum handles message attachments user pictures rich content within messages and many user configurable options There is also a full suite of administration tools at the forum thread and message levels Forums can be configured to be moderated where new messages must first be approved before they
138. rom my forum emails NOTE Forum emails include some identifying text and useful links after the message s Check this box if you wish to remove this text Email Format Plain text in the body of the email Rich formatting in the body of the email Frequency Immediately Check this box to apply these message delivery options to all my forums Figure 4 22a Forum General Preferences top part The following options are available Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 41 ClubExpress User Manual Version 5 5 Viewing Messages and Threads Threads Per Page controls how many threads are shown in the initial list of threads when a forum is first opened You can specify any number but we recommend not going higher than about 100 Preferred Thread Sort controls how threads are sorted in this initial view The options are by date author and subject either ascending or descending When you click on a thread Preferred Message View determines which detail view will initially be displayed Threaded View shows the current message at the top with the rest of the thread underneath one line per message with the indent level indicating the hierarchy of replies Flat View expands all messages in the thread without showing a hierarchy Messages Per Page Threaded controls the number of messages shown on a single page in Threaded View This number should normally be higher than messages per page i
139. s can only be cancelled not deleted A credit will be added to the member s account e Transactions that were paid directly to the club check cash etc or that were comp ed or written off can be canceled or deleted e Unpaid transactions can only be deleted These new options are especially useful for cleaning up the transactions and payments that you did in Trial mode to leave the transaction and payment histories as clean as possible Note that deleted transactions cannot be recovered they are gone And cancelled transactions cannot be un cancelled When you have finished click Return to Previous Page to return to the Member Profile menu Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 35 ClubExpress User Manual Version 5 5 PAYMENT CREDIT HISTORY This option allows you to view the payments you have made through your club s web site When you select Payment Credit History a screen similar to the following is displayed Home Control Panel Member Manager Member Profile Payment Credit History This screen lists the pay nade by this member includin ip dues and even ations Payments Date Payment Type Amount Receipt Maintain 12 17 2007 Cash to club 30 00 Receipt Edit Delete 11 28 2007 Cash to club 21 36 Receipt Edit Delete Payments Total 51 36 Credits Date Credit For Status Amount Balance 3 31 2008 Volunteering atnew member Available 20 00 20 00 orie
140. s are saved automatically Member Profile Your membership dues are collected automatically from your credit card account If you wish to cancel from the club and stop these payments click the button to the right Cancel My Membership Figure 4 1a Member Profile with Automated Renewal and Payment If your member type is configured for automated renewal and payment using a stored credit card you will see a special panel at the top of the Profile allowing you to resign your membership and stop the charges Click the Cancel My Membership button and confirm this action If you have a bad email address a special notice will be displayed under the Exp Date line Click the link to deal with this email problem See the section at the end of this chapter for more information Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 16 ClubExpress User Manual Version 5 5 The following choices are available Some may or may not appear depending on whether that option has been enabled by your club or association Personal Info e Select Contact Info to modify your name address s phone number s work information and email address e Select Additional Member Data to provide answers to specific questions configured by your club or association This option is only shown if your club or association has defined club specific questions e Select Membership Directory to update addition
141. s to the top of the screen seo a De Selected pages may also display a magnifying glass icon providing Search tools specific to that page Over time we will enable this icon in additional places Users with admin rights over a page or function may see a pencil icon at the end of the list allowing them to jump to the Admin side of the function or to edit the content of the page a Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 10 ClubExpress User Manual Version 5 5 CONTENT Box Some ClubExpress templates include additional areas which your club or association is using to list sponsors or upcoming events or other content which should appear on every page PAGE FOOTER Every page also includes a standard footer with the following elements A link to the Home page A link to the Contact Us module A link to the standard Terms of Use for the web site which appears in a popup window When a club or association signs up for ClubExpress it agrees on behalf of its members to abide by these terms of use A link to the standard Privacy policy in effect for this site which also appears in a popup window When a club or association signs up for ClubExpress it agrees on behalf of its members to abide by this privacy policy A small notice from ClubExpress This is also a link that brings up the clubexpress com web site in a separate window Copyright 2004 2013
142. sage posted on our servers at 10 45 AM CST it will show 8 45 AM as your local time when the message was posted e f you want to display a small picture beside each message check the Show Picture checkbox then specify a local file to upload We recommend that this picture be no more than 80 x 80 pixels in size you can use the same or a different picture from the one you uploaded with your directory entry e The check box allows you to propagate these settings into every forum that you ve subscribed to that requires such configuration When you have finished configuring these options click Save to save your changes and return to the Profile menu If you want to return without saving changes click Cancel Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 45 ClubExpress User Manual Version 5 5 Forum MEMBERSHIPS This option allows you to manage your subscriptions and preferences in forums that are available to all members or to members of an interest group or committee of which you may also be a member Selecting this option displays a screen similar to the following Home Member Profile Member Forums Member Forums Status You are currently receiving emails based on your forum settings Board of Directors Forum Does Not Send Emails info gembrook com Edit Buy Sell Trade Do not send emails dan clubexpress com Edit Remove Day Trips Forum Does Not Send Emails msmith balloons com
143. scribed in the following section For linking to another ClubExpress module a custom web page or a photo page or an external website you also have the option of having the target page appear in the same window customary for another ClubExpress module web page or photo page or a new browser window customary for linking to an external website Click Save to save your changes or Cancel to discard them Both buttons close the window and return you to the page editor Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 139 ClubExpress User Manual Version 5 5 INSERT PHOTO Clicking the Insert Photo toolbar button displays the following popup window Select Photo x Enter one or two tags and click Show Photos to see photos with these tag s Click the Master Tags button to select one of the master tags as a search criterion Select one or more photos from the list using Shift Click or Ctri Click then click Select to add these photo s to your page Matching Tag balloon Select Master Tag And Tag Select Master Tag Show Photos 7 Photos Preview And the Race is On Day Trip Aerial Image Day Tripping Balloons over the Countryside bigstockphoto_Air_Balloon_165031 jpg bigstockphoto_air_balloons_2571855 jpg bigstockphoto_Balloon__611148 jpg bigstockphoto_Balloon__611149 jpg Specify Display Format Display As Link Link Text Display As Thumbnail Image cl
144. se field as shown below Attachments up to five allowed Lo TBs Remove Browse Remove Add Figure 8 6 Adding multiple attachments to a message You can attach up to 5 files to each message and the maximum size of each message including attachments is 2MB If you want to remove a file click the Remove button beside that filename When you post the message the files are not physically attached Instead the message includes links back to each file Clicking the link gives you the option of opening the file or saving it to your local hard disk You must be connected to the Internet to view or save attachments Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 79 ClubExpress User Manual Version 5 5 VIEWING MESSAGES WITHIN A THREAD In the Thread List screen clicking a thread subject allows you to view the individual messages within the thread There are two views shown in the following two screens Home e Forums e Equipment e Messages o Equipment New Burner Anyone Tried Return to Forum Subscribe Switch To Flat View y Status New Burner Anyone Tried 8 19 2007 9 09 AM Barbara Jones There s a new type of burner being announced tomorrow by Cameron It has a narrower nozzle and Anytown IL higher temperature to create more lift one ee hh REPLY Edit Admin Has anyone used this new type and can recommend it Regards BJ Author Subje
145. served Page 128 ClubExpress User Manual Version 5 5 e Non members can use the address entered on the previous screen or enter a new shipping address from scratch Specify if this is a gift and a gift message The message will be added to the packing list that is printed and included in the box Click Continue to Payment to complete your order and proceed to the standard ClubExpress payment page You can also click Cancel to cancel your checkout and your shopping cart completely Payment Screen When you click Continue to Payment you will see a screen similar to the following Home Make Payment o Make Payment for Dan Ehrmann button Please allow a minute or so for your y s the button with the same name 0 ge will be displayed v c t ow to make out your check and where to ma Purchase Product 4 8 2009 Due 2207 Pay 22 07 Baseball Cap Small 13 50 Sales Tax 0 57 Shipping Handling 8 00 Transaction Total 22 07 Total Selected For Payment 22 07 Select Payment Method lt Select Payment Method gt v Review the payments due and select the items you wish to pay for now Then select a payment type and follow the instructions provided Refund Policy The refund policy is set b g Bend Middle School lf refunds are available requests they cannot be handled by Submit Payment A Cancel X Figure 17 8 Payment Screen Each order is a single transaction This transaction will
146. served Page 55 ClubExpress User Manual Version 5 5 Add Multiple Photos Use this diract Select Files FileName Title Status bigstockphoto__Aug_ Day_Trip__ 232829 jpg Reflections Remove Select Files bigstockphoto_Aerial_ Rural_Hot_Air_Balloonin 641929 jpq Aerial_Rural Remove bigstockphoto_Air_Balloon_165031 jpg Candy Striper Remove Photographer Martin Smith Date Taken 4 13 2013 Allow Download of Hi Res Versions Select Master Tag s summer red stripes Save f Cancel X Figure 4 33 Add Multiple Photos Click the Select Files button to display a standard File Open dialog Navigate to the folder containing the photos you want to upload Click the first photo then use Shift Click to select a contiguous set of photos or Ctrl Click to select discontiguous photos You can only upload photos from one folder at a time When you click the Open button you will see a list of selected photos sorted by their original filename If you see photos in the list that you don t want to upload click the Remove link to remove them from the list You can specify a title caption photographer date taken and tags that will be applied to all photos Once they have been uploaded you might want to edit each photo to individualize the titles and captions When you click Save all of the photos will be uploaded to the website and placed on your album Click Cancel to
147. shows all transactions done through the system with your club or association in descending date order To view the details of one transaction click the double down arrow symbol beside the date You will see a display similar to the following amp 4 12 2007 Event Registration Print 50 00 Paid in Full 5 27 2007 Winter Wonderland Item s Michael Droz Meeting S 10 00 Michael Droz Dinner Dance S 40 00 Payment s 4 12 2007 Credit card 50 00 Note the total payment was 82 00 the amount applied to this transaction was 50 00 Payment Receipt Figure 4 17 Transaction History showing expanded details You will see the individual line item s making up the transaction and the individual payment s used to complete this transaction Click the blue Print link to display a printable receipt for this transaction in a separate window Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 34 ClubExpress User Manual Version 5 5 To close the detail display click the double up arrow symbol beside the date You can also click the double arrow symbol at the top of the list to open and close all items at once Administrator Options Administrators will see a Cancel link beside membership and miscellaneous transactions For now event registrations and donations are handled from their respective modules e Transactions that were paid through ClubExpress credit cards and checks sent to u
148. sical has been running on Broadway continuously since 1996 holding the record for the longest running revival at more than 6700 performances and counting And frankly it shows The musical was a big disappointment for us THe staging is minimal since the orchestra occupies most of the stage leaving just a narrow area in front There are no sets to speak of and minimal props Some of the actors were great but others really seemed to just be going through the motions Of course Broadway is mobbed every night and they have no trouble filling the house for 120 to 200 a night But after the movie came out expect that many people s expectations changed They could have done a much better job of staging the prison scenes and courtroom If my point is not yet obvious clubs and associations can take lessons from Broadway musicals Just because something has worked for years and years doesn t mean it should always be done the same way Have circumstances changed Have expectations changed Have customers changed One way to keep members and visitors interested and participating is to periodically look at your major programs to see how they could be restaged Perhaps hand them over to a different director instead of the same team doing the same thing year after year 0 Comments Click here to view or add comments r Blog Archive Subscribe A Author Tools Maintain Posts Add Post Recent Posts Is the show getting tired
149. sly served as Managing Partner of the Chicago office of USWeb and as founder and President of Kallista Inc a custom application development firm What is this sani 3 4 that he ran for 11 years before selling it to USWeb During his career Dan has Blogs spoken at more than 30 software conferences in 10 countries He is the author of two ClubExpressions books and over 100 articles on database programming topics Dan was formerly an Adjunct Professor at DePaul University in Chicago teaching graduate classes He is also the past president of a Chicago car club Dan is married with three children Figure 5 4 About this Blog Click the author s photo and you are taken to the author s Bio page Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 64 ClubExpress User Manual Version 5 5 Recent Posts Below the photo is a listing of recent posts and below that is a month by month archive Click the arrow beside each month to expand or collapse that month Recent Posts Is the show getting tired 4 16 2013 4 06 PM Charge Reasonable Dues 2 18 2013 10 27 AM Renewal and Expiration Not 2 15 2013 10 22 AM Blog Archive Y April 2013 Y February 2013 Charge Reasonable Dues Renewal and Expiration The 3rd P Price There s one in every club Hosting your Club Website Planning your Club Web Happy People Doing Hap Vv January 2013 Figure 5 5 Recent Posts RSS Support The blo
150. sses Click the link to see a screen similar to the following Home Member Profile Bad Emails F lee Saelity f you still have the email er ed and may be used again to t Email Address Problem Disposition werwerwer Invalid Format Change to pe Drop it no longer use this address Ignore error do not fix Save 7 Cancel X Figure 4 37 Handling bad email address es ClubExpress allows you to store multiple email addresses a primary address listed with your account and one or more additional addresses for each discussion forum in which you participate The above screen may list more than one email address if there have been multiple failures Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 60 ClubExpress User Manual Version 5 5 If one or more of these addresses have had a delivery failure it will be listed in this screen together with one of the following error messages Invalid Format the email address is not correctly formatted It might have invalid characters or one or more spaces Bad Email the email address does not exist as reported by the destination server Blocked deliveries to the email address are blocked by an anti spam filter This could be on your email server or a blacklist in your email handling program e g Outlook Lotus Notes etc Soft Failure this is a temporary problem such as the mailbox being full or
151. ssword click the Forgot My Username Password button The following popup window is displayed Forgot Username Password 2 x Enter your email address below If your email address is on file your user name and a new password will be emailed to you If your email address is used by more than one member you may also enter your first name to help us identify you Email Address First Name Figure 3 2 Retrieving a Lost Username and Password The system will prompt you to enter your email address and first name When you click OK the system will search for this information in the club s membership database If one matching record is found the username and a new temporary password is generated and sent to the email address on file You will need to retrieve this information before you can log in and the system will then give you the chance to change it If no match was found or if multiple matches were found the system cannot generate a new temporary password If this happens or if your email address is no longer valid call a club or association officer or ClubExpress toll free on 866 457 2582 to have your password reset manually Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 14 ClubExpress User Manual Version 5 5 Chapter 4 Member Profile INTRODUCTION The Member Profile system is where you modify your personal information and preferences as a member of the club
152. subscription to that thread is also deleted If a thread is moved to another forum the subscription will be moved as well Subscription messages always use the member s primary email address from the member Contact Info screen Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 82 ClubExpress User Manual Version 5 5 Replying to a Message Click the Reply link to reply to a specific message You will see a screen similar to the following Post Message Type your message or reply here Reply Type Reply to Forum Private Reply via email Subject re Great site on ballooning extravaganzas for the whole family Message Icon Cool e Message Text 12px Bo ZU Alt Opt ha Ga SO On Se a OO tal OO OE Here is a reply r Quoted Text ok found another reply button Full Steam Ahead Jonesy Chicago IL mailto dan clubexpress com Design lt HTML Preview amp Zoom ca E Please do not modify or delete the container fieldset and legend tags of the quoted text This helps us manage the quotes and display them nicely on the web site You may edit the content of the quote if necessary by double clicking inside the container Post Message of Cancel X Figure 8 9 Replying to a message This screen displays either the basic message editor or the advanced content editor depending on how your profile is configure
153. ter The new image will be uploaded to your club s web graphics library and will be available for future use on the system Image Files Preview Computers jpg dgrey072 jpg exclamation jpg FireworksFlag jpg image jpg launch_sm jpg Launching jpg Launching2 jpg MemberVideolmage jpg menustripe png sky jpg Stain 1 jpg Select SY Cancel X Upload New Image Choose File no file selected Figure 19 4 Insert Image From this window you can select graphics files already uploaded Club Web Graphics or standard graphics within the current theme Theme Graphics or you can upload a new image Unlike photo libraries of club activities or member collectibles these images represent graphics and photos which are part of your website or which represent official club images such as logos graphical tag lines affiliate logos awards and other special images To upload an image click the Browse button and navigate to the file on your local hard disk or network Select the file the click Upload Image to upload it into ClubExpress It will appear in the Image Files list Highlight the file name and it will appear in the Preview panel If it s the right one click Select to place it on your page Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 141 ClubExpress User Manual Version 5 5 Important Note Only upload photos that you have the right to upload i e you h
154. the email server being temporarily offline Select the appropriate action from the choices in the right most column Change to modify the email address to one that should be valid Reactivate if you believe the email address is valid and can now receive emails Not available if the error is Invalid Format Drop It select this option if you no longer use this email address This option removes the notification but does not remove the email address from your profile If its used again to send emails to you it may appear again in this list Ignore Error do not fix for now This is the default choice if you don t take any action The error will continue to appear in this list Click Save to save your choices and return to the Profile screen or Cancel to return without saving Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 61 ClubExpress User Manual Version 5 5 Chapter 5 Blogs INTRODUCTION ClubExpress includes a powerful Blogs weB LOG module that allows knowledgeable club or association members to publish periodic articles of interest The system maintains a history and allows readers to navigate through all published articles RSS is fully supported allowing readers to subscribe to a blog feed so that they are notified when a new blog entry is published The system includes a full set of blog management and authoring tools using the advanced content editor to
155. to Album 9 Edit Photo Album Balloons in Flight This screen allows you to manage the photos displayed on a photo album Click Select Photos to select photos already uploaded to the website You can also add one or multiple photos which will be uploaded and added to the album in one step Click Display Sequence to modify the order of photos For each photo click Edit to modify its properties or Remove to delete it from this album but not from the website EE Legend ES Select Photos Wet feet in August 2 G Add Multiple Photos Add One Photo Display Sequence Configure Album Coming in for a Landing Album Description Cruising the Countryside Figure 4 31 Edit Photo Album Content This screen shows the photos uploaded to the aloum For each photo the following options are available amp Click the pencil Edit icon to display a popup dialog showing the information saved with the photo You can modify all the information saved with the photo Click Save or Cancel to return to the Edit Photo Album screen ig Click the Remove link to remove the photo from this album It remains in the ad photo manager to be used on other photo albums You will be prompted to confirm this action Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 54 ClubExpress User Manual Version 5 5 The following buttons are available Select Photos
156. tries with no details but which may include a link to an external web site Finally the grid may include public holidays and other significant days e g Halloween Mother s Day and the solstices equinoxes The View panel at the top of the screen appears in all views but its contents are different depending on the current view Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 95 ClubExpress User Manual Version 5 5 Switch to List View Today Legend Figure 11 2 View panel in Grid View e Clicking the icon displays a search filter panel See below for more information e Click Switch to List View to change view e Click Today to jump the grid back to the current month e Click Legend to display a drop down legend of the color coding Switch to Grid View Month Week Day Future Today Legend Figure 11 3 View panel in List View e Clicking the icon displays a search filter panel See below for more information e Click Switch to Grid View to change view e Click Month to see a list of events in the current month Use the navigation buttons to move forward or backward by a year or month at a time e Click Week to see a list of events in the current week Use the navigation buttons to more forward or backward by a week at a time e Click Day to see a list of today s events Use the navigation buttons to move to the previous
157. u will see a screen similar to the following Home Member Profile Event History Event History appear nere as Event Date Amount Status Attendance Board Meeting 11 18 2008 0 00 Paid Not Recorded Fall Balloon Rally 11 13 2008 5 00 Canceled Not Recorded Fall Balloon Rally 11 13 2008 5 00 Paid Not Recorded Mardi Gras 8 21 2008 1 00 Paid Not Recorded _ Monthly Luncheon 9 4 2008 Print 59 00 Paid Not Recorded When Thursday Sep 4 2008 11 30 AM until 1 30 PM Where Manny s Restaurant 5005 Newport Drive cnr Algonquin Road Rolling Meadows IL Registered On 8 5 2008 Companions Mark Smith Pizza Party 7 31 2008 10 00 Paid Not Recorded Figure 4 20 Event History Click the double down arrow symbol to display details of that event You can also click this symbol in the header to display details for all events Click the blue Print link to print the details for each event Cancellations If the event was configured to allow cancellations and if the cancel deadline has not passed you will see a Cancel link to the right of the attendance column Clicking it allows you to cancel your registration for this event If the event was free or if the fee had not yet been paid clicking the Cancel option simply marks your registration as Canceled If you had paid a fee to attend the event a credit is also issued to your account for the amount paid minus any cancellation penalty that the cl
158. ub or association may have imposed This credit can be used against any future charges ClubExpress does not issue refunds although your club or association may choose to convert the open credit into a refund Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 39 ClubExpress User Manual Version 5 5 OPTIONAL ADDITIONAL CHARGES Select this option to process additional charges at any time during the year instead of just at signup and renewal times You will see a screen similar to the following Home Member Profile Additional Charges Additional Charges i Student Supplies Packet Club Sweatshirt Coton fleece Dive sweat L only N A 50 00 50 00 ncludes wring paper pencils color pencils erasers ruler sketch pad shape template pencil case etc Total Additions Charges 50 00 Proceed to Payment oY Cancel X Figure 4 21 Optional Additional Charges Select one or more charges Some charges may give you the option of adjusting price for example for a donation or quantity The Total at the bottom will update automatically Click the Proceed to Payment button to complete your selection and jump to the payment page Complete payment as normal Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 40 ClubExpress User Manual Version 5 5 FoRuM GENERAL PREFERENCES If your club or association has enabled the discussion forums fu
159. um basis You can use your primary email the forum s general default or a completely different email address just for this forum Click Save to save your changes and return to the Profile menu If you want to return without saving changes click Cancel Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 47 ClubExpress User Manual Version 5 5 THREAD SUBSCRIPTIONS Click Thread Subscriptions to view forum threads to which you are currently subscribed You will see a screen similar to the following Home e Member Profile e Thread Subscriptions Thread Subscriptions This screen lists your current thread subscriptions Check one or more threads and click Unsubscribe to remove subscriptions New Burner Anyone Tried Forum Equipment Sticky Release Value Forum Equipment Used basket and frame Forum Equioment Check All Un check All Unsubscribe Return to Previous Page Figure 4 25 Thread Subscriptions Check the threads from which you want to unsubscribe then click the Unsubscribe button You can also click the Check All and Un check All links Click Return to Previous Page when you are done Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 48 ClubExpress User Manual Version 5 5 USER NAME PASSWORD Click User Name Password to update your login information You will see the following screen Home Member Profile
160. ved Page 143 ClubExpress User Manual Version 5 5 The system will detect the file type and give you an error if a non supported file was uploaded For video and Flash files specify the width and height for the panel this information can often be found in the file properties window of the file on your local hard disk For audio files specify the width of the audio control panel only You can also check the Auto Play box so that when the page is displayed the sound or movie file will start playing automatically instead of waiting for the user to click a Play button Click Save to place the media file on the page or Cancel to return to page editing without placing the media file The following file formats are supported However please note that some browsers and platforms PC Mac and Linux may require special add ins to support certain file types For example Mac users will not be able to view Windows based formats without a special QuickTime add in SWF Flash movie FLV Flash video WMV WMA AVI Windows Media video audio MPG M2V older style MEPG video QT MOV Quicktime movies MP3 Audio file standard WAV Windows sound file AAC Apple Audio Codec used by iTunes Embedding a Linked YouTube or Vimeo File Select the second radio button to display a simple text box into which you can paste code copied from YouTube or Vimeo or any other website which supports embedded links and which allows you to copy a co
161. word is retained But if you want to change your user name your password must be re entered twice even if it does not change Your User Name is made up of letters and numbers and must be unique within your club It is not case sensitive It can be up to 50 characters long Passwords can be up to 50 characters long and may include anything even punctuation symbols The password is case sensitive The system will display a dynamic password strength meter as you type Stronger passwords include a mix of upper and lower case letters numbers punctuation even spaces Check the Remember me on this computer option so that you don t have to enter your user name and password each time When you click Member Login you will be logged in automatically Uncheck this option to require a user name and password each time you log in You should not use this option if more than one person uses this computer to login to this website for example if you are using a computer at a public library or if two family members share a computer otherwise the other person will not be able to login under his or her account Click Save or Cancel to close this screen and return to the Member Profile Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 49 ClubExpress User Manual Version 5 5 INTERESTS If your organization has enabled the Interests module this choice will be shown on the menu It allows you to register your
162. y is visible to members of a committee only and you are a member of the committee you will see an Add Document button allowing any committee member to upload documents See the section below for more info Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 89 ClubExpress User Manual Version 5 5 UPLOADING RATING AND COMMENTING ON DOCUMENTS The documents module also supports advanced options that allow you to upload documents into a folder and allows other members to rate these documents and to comment on them Document Uploading If document uploading is enabled you will see a special option near the top of the page Upload a Document for Approval T ument click the Uplos n he right an Upload The ument will not be viewable until a document administra y Document Title Links Club Logo LoRes Download Figure 9 3a Upload documents option Click the Upload button to see the following dialog Add Edit Documents Gp x This dialog allows you to add a document to your web site Most fields should be self explanatory If you are editing an existing document you can change its Folder The Document Type is advisory to tell users what type of document to expect Click the Browse button to select the actual document from your local hard disk or network Click Save or Cancel to return to the Manage Documents screen Title Updated Flying Rules Descri
163. you forgot to click the Add button a warning message is displayed What you see next will depend on whether the event as defined has just a single activity or multiple activities whether a release agreement must also be signed and whether there are event specific questions Single Activity Event No Release Agreement No Questions For a single activity event with no release agreement and no event specific questions the summary page is immediately displayed If the event has fees the system knows how much should be paid based on the registrant and companion types already specified And if there is no fee the summary page will confirm this fact Home Events Around the World in a Balloon Registration Event Registration Summary Review the registration info shown below Event Information Event Around the World in a Balloon When Wednesday October 05 2005 10 00 AM 2 00 PM Where Kahn Auditorium 123 Main St Rolling Meadows IL Registrant Information Primary Registrant Martin Smith Activity Item Information Around the World in a Balloon Martin Smith 15 00 When Saturday Jun 5 2004 10 00 AM to 2 00 PM Where Kahn Auditorium 123 Main St Rolling Meadows IL Total 15 00 Payment Information You may pay for this registration in advance or at the door Please make your selection below and click the Complete Registration button to reserve your place If y
164. you to propagate these settings into every forum that you ve subscribed to that requires such configuration Identification e Forum Handle allows you to specify a name to use within forums This does not need to be your login name although this is the default choice If you are known within your club for a particular area of expertise or interest you might select a name which reflects that reputation e The Show Name checkbox controls whether your name is attached to messages in addition to your handle If you wish to remain anonymous uncheck this option You can also specify a different name from the one under which your club membership is defined e The Link to Bio checkbox controls whether other users will see a link on your forum handle that jumps to your bio screen in the Membership Directory module e The Show Location checkbox controls whether your location is attached to messages If you wish to keep this information confidential uncheck this option You can also specify a different city and state from the ones under which your club membership is defined e With the Local Time option correctly set you will see when other messages were posted relative to your own location Our servers are located in the Central Time Zone so messages are normally tagged with their date time of posting based on this time For example if you are located on the west coast specify 2 for this option Then when you are viewing a mes
165. your family or company You will see a screen similar to the following Add Other Members in Membership eR R Select the registrant type for individuals who are attending this event Select Not Attending or Already Registered if the person is not attending To change the registrant type for everyone make a selection in the Default Registrant Type Default Registrant Type Not Attending or Already Registered Primary Member Martin Smith Family Members Juan Ramos Bobbi smith Mary Smith Associate Members Bobby Smith Primary Registrant Not Attending or Already Registered Not Attending or Already Registered Not Attending or Already Registered Not Attending or Already Registered Save f Cancel X Figure 11 9 Event Registration Wizard Adding Additional Members Select a default registration type and each secondary or tertiary member will be registered with this type You can also change the type or unregister individual members by selecting the appropriate option Click Save and these members are added en masse to the companions panel or click Cancel to close the form without adding anyone Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 103 ClubExpress User Manual Version 5 5 When all information has been entered click the Next button to move to the next screen If either the First Name or Last Name companion fields have values and
166. zation s web site This is the navigation menu and it will generally be in one of two positions vertically oriented along the left side of the screen or horizontally oriented along the top of the screen ClubExpress supports different menus for public users and members after they have logged in and even different menus based on your member type ClubExpress also supports sub menus an arrow will indicate that there are additional choices below that item Copyright 2004 2013 Gembrook Systems All Rights Reserved Page 8 ClubExpress User Manual Version 5 5 CONTENT PANEL The main section of the website is the content panel This is where pages and all custom content are displayed It may contain text images tables and other standard website elements Along the top edge of the content panel is a crumb trail This trail lists the logical path of pages from the home page to the current page Note that this may not be the actual path that a user has followed since the various modules within ClubExpress are closely coupled to each other Each entry on the crumb trail except for the last one representing the current page is a link allowing you to backtrack to an earlier page Under the crumb trail but above the module heading is a message area In most instances this area will be blank Error messages appear in red while status and general informational messages appear in blue or a similar non cautionary color

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