How do I update a profile?
Each part of a profile can be updated with information. Each section of the profile and their dashboard is called a card.
The Account Card
The top left most card on the profile is the account card. This is where information tied directly to the Profile’s ‘account’ is stored. The email, phone number, name, profile type, membership class (if applicable), and other information that is required for the profile to exist is here.
To update the Account Card, click or tap on the pencil on the top right of the card. Once in ‘edit mode’ update the information, and click save.
The Profile Photo
On the Account Card is a place for a photo. To upload a photo, mouse over or tap on the photo to bring up an overlay with a plus sign. Tap on the plus sign to upload, or take a photo on your device.
The Details Card
When viewing the profile details of and below the Account Card, on the bottom left hand side of the window is the Details Card. The is where information about the profile is kept in three different tabs; Personal, Work, and Connections. Each tab of the Details Card holds information like home or work addresses, phone numbers, alternate emails, etc.
To update information on the Personal or Work tabs, find the relevant place for the information by clicking the “Show/Hide Empty Fields” button at the bottom of the card. Then click the pencil for the relevant field. Input the information, and click the green check mark to save, and the red x to cancel.
The Connections Tab
This tab holds the relationships that this profile has to other profiles. This is where a profile will show connections to members they have proposed or seconded, their spouse, co-workers, etc. To add a connection click or tap on the plus sign next to ‘add connection’ search for the related profile, select it, and then select the appropriate relationship from the drop down below it. Then click or tap save.
This will create a connection to the other profile that will also show on that profile’s connections. To delete a connection, click or tap the delete button and confirm.
The Notes Tab
On the top of the profile is a button to access the notes card. This is where notes written on a profile are stored.
To create a note, click or tap on the “start typing” field. Write your note and hit save. That note will now stay attached to the profile until it is deleted. You can also tap or click on the ‘Create Note’ button at the very top of the window. Select the profile you want to apply it to, and click or tap save.
To delete a note, click or tap on the delete button on the particular note you want to delete, and confirm.
Note: Only staff can see notes on a profile, and notes can only be created or deleted. If you want to update a note, create a new one and delete the old one.
The Preferences Tab
On the top of the profile is a button to access the preferences card. This is where preferences on a profile are stored.
To create a preference, click or tap on the “start typing” field. Write the preference description, select the category of preference, and click or tap save.
To edit a preference, click or tap on the preference text and update the text. To save, tap anywhere else or hit enter on your keyboard and confirm.
The Settings Tab
On the top of the profile is a button to access the settings card. This is where settings for a profile are stored. Anyone looking to reset their password can do so from this card.
For Member profiles, this where a member can opt-in to show their contact information on the roster.
Note: Staff profiles can access the settings pages of other profiles.
The Medical Tab
On the top of the profile is a button to access the medical card. This section requires confirmation of a identity via password confirmation in order to access the medical data. This section contains a Emergency Contact form, PARQ+ form, and waiver related to fitness activities at the Club.
To update your medical data, tap or click on the medical button on the top of the profile and confirm your password. If you have never updated your medical data, you will be asked to create a form. When created, fill in the required fields for the the emergency contact information, and then click or tap or step 2 “Health Overview”. Answer the Yes or No questions. If you answer Yes to any of the questions, additional questions will presented to you for completion.
Once you’ve completed the required sections of the form, and you have tapped or clicked the checkbox for the waiver, you can click save and submit.
Note: The medical form can be edited at any time, at the discretion of the owner of the profile. Staff persons can access the medical profiles other than their own.