This tutorial video covers how administrators can configure group registration sessions, assign provider access, and manage participant data within the CampDoc and SchoolDoc platforms. It walks through key features including setting capacity limits, using the group registration dashboard, filtering by organizer type, and manually adding participants to groups.
00:03:
00:06: Well, hi, I'm Phil from the Dock Network Training Team.
00:09: In this video, we're going to focus on the organizational side of the group
00:13: registration feature within the Camp Dock and School Dock platform.
00:17: We'll address how providers set up group registration,
00:20: assign organizer access,
00:22: and manage participant data efficiently and securely.
00:26: If you're responsible for configuring events for your organization,
00:30: supporting group organizers and or leaders,
00:34: or preparing participant information ahead of time,
00:37: this is for you.
00:38: CampDoc and SchoolDoc allow organizations to create structured group registration
00:44: workflows that scale across programs, locations, or events.
00:49: Providers from your organization can
00:52: create group registration sessions,
00:55: define capacity limits,
00:57: control payment structures,
00:59: enable or disable add-ons and options.
01:04: Once a group is created, the system generates a unique registration link for that
01:08: group,
01:09: ensuring participants are always routed to the correct session.
01:14: To support group leaders and staff,
01:17: administrators assign provider access within CampDoc.
01:21: Provider access allows authorized users to
01:25: view participant profiles,
01:27: monitor form completion,
01:30: run reports relevant to their group,
01:32: and communicate with participants.
01:34: Access is role-based, secure,
01:37: HIPAA compliant,
01:38: but it's up to you to set those up
01:41: and customize those permissions for your providers.
01:44: Now
01:45: let's look at how you manage these groups from the administrative side.
01:50: In the groups menu,
01:51: you'll find the group registration tab.
01:53: This is your command center.
01:55: Here
01:56: you can see every group registered for a specific session at a glance.
02:00: It lists the organizers name,
02:02: the group name,
02:04: as well as the number of spots registered for
02:06: and the number of spots reserved.
02:08: It's the easiest way to monitor which groups are filling up and which ones might
02:12: need a little nudge.
02:14: Also included is the group's unique registration link.
02:18: If an organizer loses their golden ticket email,
02:21: the one with their registration link,
02:23: you can grab the link right here and resend it to them in seconds.
02:26: When
02:28: you're using the List Builder to organize your data,
02:31: we've added a specific condition just for this workflow.
02:35: You can filter your list by registering
02:36: type is organizer.
02:39: This is incredibly helpful
02:41: if you want to isolate just the group leaders to send them a targeted email update
02:46: or if you need a quick roster
02:48: of every primary point of contact for the upcoming event.
02:52: Instead of sifting through hundreds of participants,
02:55: you can get a clean list of your group organizers with just a few clicks.
03:00: While the unique link is the best way to let participants handle their own data
03:04: entry,
03:04: we know that sometimes life happens
03:07: Maybe a parent lacks internet access or you have a last-minute addition for example.
03:13: As a provider you have the power to register participant to a group registration
03:17: manually.
03:17: When adding a new registration
03:20: you can simply select the specific group from the drop-down menu.
03:24: This secures those reserved spots ensuring your capacity count
03:28: stays perfectly in sync
03:31: even when you're doing the heavy lifting for a participant.
03:34: Camp doc and school doc are designed to support organizations at every level,
03:39: from high level setup to on the ground execution.
03:42: By centralizing registration,
03:44: securing participant data, and giving organizers the tools that they need, we remove
03:50: administrative friction and improve readiness across your entire organization.
03:55: Thanks for watching, and don't hesitate to reach out if you have any questions.
04:02: Learn to configure group registration sessions, assign provider access, monitor
04:07: participant data, and manage group workflows securely within CampDoc and SchoolDoc
04:12: platforms.