Changing a clubs status Here we explain how to change the status of a club. Includes how to close a club that is inactive.
Balancing an account to zero It might happen that a user account has a negative balance and there is no unpaid invoice. Can be for a legitimate reason like activity deleted with open invoices, testing and i could go on and on. Here we will show you how to use the correction account.
How to create custom forms Introduction Each association, area and even clubs have all kinds of forms in different formats that they use to collect...
Indivitual Registrations, how it works Users who are part of associations that are not using roundtable.world and want to use the platform can signup for an account using the indivitual registration form. It's also useful for associations who like to offer new recruits the option to create their own account so that club admins don't have to do this manually.
Working with segments Article on how to create and manage segments in order to create new filters for your contact page. Allowing faster filtering of your membership. Can be used on every level.
How to manage users attendance In this article we go over the attendance and visits function from both the user and admin perspective. We show you here how it works, how a user can see and log his attendance but also show administrators how to manage and use it to keep track of their members attendance.
Amending user details Article that goes over how to change the user data as an administrator. Here we explain how to do it and what the field means.
How to upload documents and create folders Article that will explain how admins can manage files and folders but also how to give rights for any users to see and edit documents on the platform and levels. Also explains how to enable user upload of files to a private folder.
A member or past member dies In the unfortunate event a tabler or former tabler dies you can set it on the platform. For some associations this can be useful to keep track of so there are options to define it.
Removing/deleting users There is no way you can delete a user but you can archive him. This is to maintain relationships and previous content. Here we will show you how to archive and activate users again if needed.