Tips for Setting Up Your CampDoc Health Profiles
Hey Everyone! I’m excited to be a part of this community! Here are my top 3 hints to having a successful camp season with CampDoc!
- Start Early: Start setting your account up early. This will alleviate stress as it gets closer to camp. It does take a few days to set up profile forms; you will most likely want to do edits after you submit. Starting early will help you not to feel rushed.
- Ask questions: Your CampDoc Client Success Team is an amazing resource. They are on your side and want you to succeed. If you are unsure of how you want your camp health profiles set up, ask them! They can give you great ideas.
- Use the Resources: Join the live webinars and/or visit the Tutorial Video Library! Between these, many of your questions can be answered. And if they aren’t, CampDoc has a support site where you can learn a lot of information! Hopefully these tips help! 😀
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When we onboard someone new to us, we start them out with the video library so they get familiar with the feel of CampDoc before then doing our 1 on 1 training on how we specifically use the program and what our forms/profiles look like. It's saved loads of time to give those tools to our coworkers so we can spend time together focused on our specific needs, rather than the basic ins and outs of CampDoc.
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Giselle - those are great tips and all have been valuable to our organization. Here are a couple of other ideas that have helped us:
1) Create a new document (google doc, word doc, etc.) after registrations go live where you can keep track of suggestions / changes to make for future seasons. For example, if a specific question or health form receives multiple questions from participants I know that the following year I should update it. As soon as my 2023 links go live I will create a "CampDoc 2024" document.
2) Take time to get familiar with "Branding" - there are many locations within the screens that your users see that can help to personalize and provide guidance to registrants.
3) Always have a post season conversation with your Client Success Team to identify what changes can be made to make the next season an even bigger success. Don't be afraid to ask questions about "nice to haves" because it's possible the ability already exists and you just don't know it.
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Sam...I'm biased, but I love your comments about the training, and getting your team started with the training videos.
If you haven't seen them yet, we have began compiling our training resources here. Additionally, within that page, you can find a direct link to all our new training videos that our team has been creating. In the upcoming weeks, we'll be working to create elements to make the pages even more user-friendly/searchable - so keep an eye out there!
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I'm a big fan of making YouTube tutorials and share these as an embedded video in email communications to camp families. I'll open a Zoom and share my screen and fill out a sample health profile as a camper. Then I upload the recorded video to our YouTube channel. My favorite fake health profiles to use are Patty Mayonnaise and my dog, Enzo.
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I love your tip about having a post-season conversation with your Client Success Team, Kim, and asking for your "nice-to-haves". I know one organization asked about purchasing protection plans for all of their participants, and the team came up with a way for them to do that. We had another organization that didn't know that they could send emails in bulk and use Markdown to customize the text and add hyperlinks.
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