1H2024 Release Plans

Posted on 3/19/2024 by admin

March 2024 COMPLETED 3/17/24. LOGON changes: Added an option for admin to ‘show password’.  This will enable admins who have ‘stored’ their password in their browser, to view it easier when it comes time to update/change their password.  For admins…

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December 2023 Maintenance Release

Posted on 12/2/2023 by admin

OPT OUT of VOICE/TEXT MESSAGES (12/28) In a person record, you can now identify if the person has chosen to ‘opt out’ or ‘not receive’ voice and/or text messages.  If set to yes, the person will not be included in…

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When I click a button, nothing happens

Posted on 11/23/2023 by admin

This typically means that your browser has ‘pop-ups’ blocked.  When you click a button and nothing happens, look in the upper right corner of your browser session.  There is likely an icon or red symbol there. Click it and allow…

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October 2023 Maintenance Release

Posted on 10/13/2023 by admin

Planned Install:  10/15/2023 HOME USE – ATTENDEE REGISTRATION For sites that have events that are high-demand events, where clients are literally all trying to register in the first 10 minutes of when the class registrations open, we have enhanced the…

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Square as a Credit Card Processor

Posted on 7/13/2023 by admin

SchedulesPlus is adding Square as a new credit card processor option for sites to choose.  For the past decade, PayPal has been the only option.  Why are we adding SQUARE? Square has created a terrific, simplified, secure way for clients…

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February 2023 Maintenance Release

Posted on 2/19/2023 by admin

Installed 2/26/2023 NEW STYLING: You will experience a new, more modern look and feel with text, tabs, and buttons throughout the product in ADMIN views.  We are updating our default font styling for better usability. Example: EVENT CALENDAR: Installed new…

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Where did my EXPORT file go?

Posted on 2/17/2023 by admin

February 17, 2023 The most recent release of CHROME which came out in the last few days, changed their default settings and no longer shows the chrome download bar as their default. They moved it to a bubble in upper…

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January 2023 Maintenance Release

Posted on 1/10/2023 by admin

Installed 1/14/2023.  Key changes included: EVENT: Added new option MAX SEATS ADMIN CAN REGISTER enabling sites to limit how many seats an admin can register a person for in an event. If set to 0 in an event, admins cannot…

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November 2022 Maintenance Release

Posted on 10/31/2022 by admin

Changes installed 11/13 PASSWORD CHANGE INTERVAL:  An update will be made to password change interval.  All admins who have not changed their passwords in the last few months are encouraged to update their passwords prior to 11/12.  The change: An…

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July 2022 Maintenance Release

Posted on 7/13/2022 by admin

Changes Installed 7/27: EVENTS:  New option in event…set an age minimum for attendees. Applies to registrations made by admins (in EVENT-ADD ATTENDEE, POS) and home-use registrations. EVENTS:  New option in event…limit how many seats an ADMIN can register when adding…

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May 2022 Maintenance Release

Posted on 5/15/2022 by admin

Changes installed 5/21/2022 MAPS AND DIRECTIONS:  Google has updated their Google Maps Route Optimizer and we have encorporated those changes into Rides and Services where directions and route maps are generated.  We have also added new checks for BAD ADDRESSES…

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Give us your input—

Posted on 4/7/2022 by admin

April 2022 Pretty much every business these days uses a website to communicate information to its clients.  One of the great things about SchedulesPlus is that you can create all your events and have them automatically display in a calendar…

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SchedulesPlus Enhancements – 3/4/2022

Posted on 3/2/2022 by admin

SchedulesPlus will be installing the following enhancements the weekend of 3/4/2022: 1) ADD COLOR TO SELECT ADMIN CALENDARS EVENT CALENDAR: You can choose to highlight events for an entire ‘schedule’ in a specific color.  Or, you can choose to highlight…

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SchedulesPlus Enhancements – 8/23/2021

Posted on 8/18/2021 by admin

SchedulesPlus installed following enhancements Aug 2021: 1) ADMIN: EMERGENCY CONTACTS Emergency contacts will be merged within the CONTACTS tab. Still visible on the primary person record, admins have the ability to see all contacts, including emergency contacts, in the CONTACTs…

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Credit Card Enablement

Posted on 2/9/2021 by admin

We have had a number of questions recently about how to enable credit card support in SchedulesPlus for both HOME USERS (people buying/donating from home) and for Admins who are logged in to the product.  Visit this quick overview for…

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Upload & Store Documents

Posted on 1/7/2021 by admin

For each PERSON you have in the system, you can upload and store PDF, JPG, or TXT filetypes.  Simply find the PERSON you want to work with, select the DOCS tab, create and upload your document.   Visit our online manual for more More Information.

Automated email reminder for memberships/subscriptions about to expire

Posted on 12/27/2020 by admin

You can have the system send an automated email reminder to individuals whose membership or subscription will expire in 10, 20, or 30 days. Visit this “Online Tutorial” to learn more about how to set up this feature.  The tutorial…

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Email Suppression List – Reasons and Resolution

Posted on 12/21/2020 by admin

Here is a list of many of the reasons why emails are undelivered and added to the suppression list.  If the item can be corrected by your admin, that information is provided. REASON RESOLUTION 5.4.1 failed smtp; 550 5.4.1 Recipient…

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2.0 Facial Recognition/Temperature Scanner: ENERSOUND Device Setup

Posted on 12/3/2020 by admin

For sites installing an Enersound Temperature scanning device, these are the steps to install for the first time.  The device comes to you with a variety of options already pre-configured by SchedulesPlus.  This DEVICE CONFIG CLIENT is essential to your…

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3.0 Facial Recognition/Temperature Scanner: INTEGRATION w/CHECK-IN STATION

Posted on 11/16/2020 by admin

Detailed instructions on how to integrate a temperature scan/facial recognition device with your Check-in Station          

MAIL LOG — when does the ‘opened’ flag get set on an email?

Posted on 11/4/2020 by admin

Knowing when an email is opened is not an exact science.  It depends on whether we receive a notification from the person’s email service. How do we determine if it has been opened?  We include a really small image in…

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1.0 Facial Recognition/Temperature Scanner: EVALUATION

Posted on 11/2/2020 by admin

With sites re-opening after COVID closures, we’ve added the ability to use a facial recognition and temperature device that can measure a person’s temperature and if too high, prevent check-in.  Faces are stored with a person record and then follow-on…

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SchedulesPlus Enhancements Installed 11/01/2020

Posted on 11/1/2020 by admin

On 11/1/2020 SchedulesPlus installed the following changes and enhancements.  Please let us know if you run into any issues. For CHECKIN:   With sites re-opening after COVID closures, we’ve added the ability for you to add up to 3 questions in…

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Virtual Center Online Cat–how long does it take to publish an uploaded video?

Posted on 10/13/2020 by admin

In the Virtual Center Online Cat, you can link your item to an existing website, or you can choose to upload your video to our servers.  If you upload your video to our servers for storage, the process to format…

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Take a look at our VIRTUAL CENTER!

Posted on 6/23/2020 by admin

As many sites are preparing plans to re-open, or are defining new approaches to delivering programs to your community, SchedulesPlus has been busy in the background creating new functions to help. We are pleased to share this overview about our…

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VIRTUAL CENTER

Posted on 6/23/2020 by admin

1. Introducing… the new “Virtual Center” We are excited to announce the addition of a new feature in SchedulesPlus called the “VIRTUAL CENTER”.  The “Virtual Center” was developed to enable sites to offer ‘at-home’ LIVE and ON-DEMAND programs.  It was…

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Checked boxes appearing as BLUE versus WHITE with CHROME 83

Posted on 5/28/2020 by admin

The source: it is a Chrome 83 change.  Chrome 83 came out 5/21/2020 and for most people, automatically installs as your default browser. You can see if your version is Chrome 83 by going to the 3 dots (upper right…

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Sending EMAIL and the ‘SPAM’ folder Challenge

Posted on 4/30/2020 by admin

eMail Delivery With SchedulesPlus SchedulesPlus provides the ability to send email to people you have created in your database. This email option provides a number of advantages when compared to sending traditional email: Distribution lists are easy to build, inside…

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Home Users can easily LOG ATTENDANCE from Home

Posted on 4/24/2020 by admin

If you are a center offering online exercise programs and other activities that people can do from home, and looking for a quick way for those home users to log their attendance, you can ‘turn on/off’ this type of function…

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Tracking Inventory for Point-of-Sale Products

Posted on 4/14/2020 by admin

If you are using the POS to sell products, you may need to also track inventory for those products. For example, you may be hosting a ‘guest display’ from a local museum and along with that display, you are able…

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Building a new ‘onlineCAT’ presence

Posted on 4/13/2020 by admin

4/13/2020 With the ongoing COVID-19 crisis, Social distancing, state and local stay-at-home orders, self-quarantine, business and school closures have become the norm across the country, changing the way in which we live our day-to-day lives.  As we continue to monitor…

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Telephone Reassurance Program (TRP)

Posted on 4/13/2020 by admin

The Telephone Reassurance Program enables your site to track outreach by person in a single location, with notes, follow-up dates, status, severity, conversations templates and more. It is different from services and person notes which are ‘singular’ transactions.  The TRP…

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Using Services to track Meal Delivery

Posted on 3/27/2020 by admin

With thanks from the St Mary’s Senior Center in St. Marys, GA Their organization is working with a local restaurant and community volunteers to deliver meals to seniors.  Some of the meals will be reimbursed later through funders, others will…

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How to transfer PREPAY funds to a Donation

Posted on 3/23/2020 by admin

Essentially you will remove PREPAY funds from a person and ADD those funds as a donation for another. You can transfer prepay dollars as a donation for the same person, or you can transfer prepay dollars as a donation for…

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Use SERVICES to track outreach

Posted on 3/21/2020 by admin

SchedulesPlus has a tab called SERVICES where you can track by day and time an outreach to a client. SETUP Create 2 service categories:   SERVICES – SETUP – SERVICE CATEGORIES  — ADD COVID Initial category: those you plan to reach…

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Creating a list of people to contact

Posted on 3/20/2020 by admin

The PEOPLE – FILTER view was made specifically for this. You can select filters and then click FILTER and your list of people matching those filtering criteria are displayed.  You can then use that list to EXPORT, EMAIL, VOICE MESSAGE,…

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Wallingford WA: Using Groups and Custom Fields to CHECK-IN with people

Posted on 3/20/2020 by admin

“Wanted to share how we’ve been using SchedulesPlus to track calls to our members. We created a group of everyone we want to call and custom fields to track the date called, whether they need a social work follow up,…

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Sending EMAIL to large groups of people

Posted on 3/20/2020 by admin

Many sites are using SchedulesPlus to email large lists of people.   Approaches: Use PEOPLE – FILTER to filter to the set of people you want to include in the email.  Then press EMAIL and create/send the email.  You may have…

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Using Automated Voice Message (robocall) to keep people informed

Posted on 3/20/2020 by admin

Southbury, CT Southbury is using Automated Voice Messages to reach out to over 1200 people on a regular basis, keeping them informed on center and city updates, as well as overall policy and wellness approaches.  For more information on setting…

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Using Notes (in PERSON record) and note hashtags to track outreach & follow-ups

Posted on 3/20/2020 by admin

CLIENT NOTE MANAGEMENT SchedulesPlus notes & hastags can be used to track outreach to individuals, documenting conversations and any assistance or follow-up dates needed.  As you reach out to individuals, add your conversation summary in the PERSON – NOTES TAB…

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Doing Wellness Checks via an automated voice call (robocall)

Posted on 3/20/2020 by admin

SchedulesPlus has a voice messaging service that enables you to automatically call large volumes of people to hear a pre-recorded voice message.  It can also include up to 3 yes/no questions.   This can be beneficial in automating outreach to your…

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Daily outreach tracking using Events

Posted on 3/20/2020 by admin

From: Sarah Levinson, St. Louis NORC Manager They wanted to track daily outreach to their population, identifying those that need assistance and those that are ok across various dates.  They also wanted to be able to track volunteers helping each…

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New online, searchable ADMIN GUIDE

Posted on 2/21/2020 by admin

Found under HELP & SUPPORT, Manuals—-CLICK TO VIEW Be Sure to BOOK MARK it for fast access.

How do I add an event?

Posted on 2/17/2020 by admin

How to add an event to your calendar Here is an 8-minute video tutorial showing you the steps:  HOW-TO VIDEO Quick list of the steps:  Go HOME Select the Schedule you want to add the event to Click the tab ADD…

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Enabling ‘PAY BALANCE DUE’ for Home Users

Posted on 2/6/2020 by admin

For sites that have enabled Home Users to pay with a credit card from their home computer, you are now able to enable a person to pay some or all of their outstanding balance due from home. Clients may have…

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Service Fees & Credit Card Payments

Posted on 2/6/2020 by admin

For sites that have enabled Home Users to pay with a credit card from their home computer, you are now able to add a ‘SERVICE FEE’ or ‘CONVENIENCE FEE’ to these credit card transactions. Credit Card processing companies make their…

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January 2020 Release Content

Posted on 1/16/2020 by admin

The upgrade contained 4 primary changes: Major upgrade to our infrastructure.  This is an important upgrade to our servers and is expected to give us a ‘response time’ boost. Whereas ‘clicks’ today are sub-second, it will significantly improve reporting responsiveness.…

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Repeating Events: How-to Series

Posted on 1/7/2020 by admin

Here are some quick links to specific articles that will help you with creating and managing your events/activities.  Be sure to visit our ADMIN MANUAL and our HOW-TO Tutorials as well.  Both can be found on this site under the…

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EMAIL: Images not displaying when opened by recipient?

Posted on 12/24/2019 by admin

Images you include in an email may not display when the mail when it is delivered. This can happen for a variety of reasons. Each email client is different and the recipient controls what images will or will not be…

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How can I use Gift Certificates in SchedulesPlus?

Posted on 12/17/2019 by admin

You can continue to sell and redeem Gift Certificates using SchedulesPlus. You do this using the Point-of-Sale to sell the gift certificate, and when redeeming, you can use PREPAY deposit. Here’s how: INITIAL ONE-TIME SETUP: 1) Add a GIFT CERTIFICATE…

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Do you have a computer in your lobby that people can use to REGISTER for activities, etc? Read on…

Posted on 12/9/2019 by admin

If you have installed an independent computer in your lobby for use by your patrons so they can REGISTER for activities, or LOG VOLUNTEER time, or any of the choices offered in the HOME USE side of the product, you…

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Automated Phone Calls (Robocalls) & Text Messaging

Posted on 11/27/2019 by admin

VOICE MESSAGING: You can easily schedule voice messaging to one or more recipients.  You can select a series of people, groups, riders, attendees, or service recipients and create a voice message that you want sent to their phones.  You can…

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CHECKIN: Why does an activity show CHECK-IN AT FRONTDESK?

Posted on 10/2/2019 by admin

5 reasons can cause this: 1) Whether there is a fee or not, if you said the event requires pre-registration—and the person is not pre-registered for that date — they see CHECKIN AT FRONT DESK. 2) If the person is…

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August 2019 – Release Content

Posted on 6/14/2019 by admin

SchedulesPlus Release Changes: Installed 8/16/2019   HOME USE CHANGES SMARTPHONE SUPPORT  (NEW FEATURE):  The entire HOME USE experience is being updated to work well on SMART PHONES and IPADS.  The full site has been updated to work with small and…

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How can I delete a series of Rides?

Posted on 3/25/2019 by admin

Option 1: From RIDES (Requires editor or manager authority) IN THE RIDES tab:  one-by-one deletion (recommended).  Doing a one-by-one deletion may take a few extra steps, but it allows you to overtly choose each ride you want to delete and…

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Send automated participation reminders to your Attendees or Volunteers

Posted on 2/28/2019 by admin

If you would like to send an automated attendance reminder or an automated volunteering reminder email, 1 week in advance of your event, you can easily turn this feature on in your account settings.  Every Saturday evening, the system runs…

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I accidentally cancelled a repeating event. How do I get it back?

Posted on 2/28/2019 by admin

If you have accidentally cancelled a repeating event, no worries. You can make it active again by following a few quick steps:  Make sure the event is not in your HOLIDAYS list (ACCOUNT -MISC SETUP-HOLIDAYS).  If it is remove it…

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Storing your SCANCARD on your smartphone

Posted on 2/12/2019 by admin

If you are using scancards with a barcode, those barcodes can be stored on a person’s smartphone and they can then use that smartphone image to ‘check-in’ at your check-in station.  Get a copy of the scancard to the person.…

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CHECKIN station – setting up a CHROME desktop icon to open CHECKIN by default

Posted on 2/12/2019 by admin

How can you set up your GOOGLE CHROME browser to open your ‘CHECKIN’ url by default Open Chrome.   Go to your checkin station url:   http://schedulesplus.com/youracct/checkin    (where youracct = shortname for your account) Click the overflow icon that looks like…

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How to ‘EMAIL’ everyone who has an email address

Posted on 1/28/2019 by admin

Select the PEOPLE tab. Select the FILTER tab. In the upper left filter called “Has email”, select “YES”. Press the green FILTER button on far right. This will display everyone in your database that has an email. It will also…

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Adding ‘CHOICES’ to your events

Posted on 1/28/2019 by admin

In SchedulesPlus, you can add ‘choices’ to an event, enabling you to ask attendees, as they register, to answer any questions you have regarding choices they need to make for the event.  You can create choices for any event using…

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Bulk Entry of Attendees using a ‘SCANNER’

Posted on 1/28/2019 by admin

ATTENDEE Bulk Entry allows you to use a scanner to scan a bulk set of cards and then automatically upload those for saving.  This can be useful if you have an event where many people are arriving and you just…

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Using the ‘PACKAGES’ option

Posted on 1/28/2019 by admin

What is a ‘PACKAGE’?   Historically, as people attend an event that has a fee, they can satisfy the payment for their attendance in one of two ways: Pay the fee which is set based on their current membership level Buy…

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Defining Fees for an event — for Member, Non-member, and Guests.

Posted on 1/17/2019 by admin

When creating an event, in addition to creating a name, date, and description, you can define the fees associated with that activity.  You can have different fees for members, non-members, and guests.  These fees are set in the –FEES– section…

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January 2019 – Release Content

Posted on 1/3/2019 by admin

CHECKIN Changes  1) Format of the page is being updated for better readability.  You will see updates in ‘logo placement’, ‘error message placement’, and ‘scrolling message’ placement.  2) If you are a site that uses a ‘phone number’ as an…

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How do I add/change my logo?

Posted on 12/27/2018 by admin

Save the image you want to use as a .jpg filetype with a smaller logo size. Go to ACCOUNT – MISC SETUP – GALLERY and upload the image. If you want to change your overall logo for your account: ACCOUNT…

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QUICKTIP: Households

Posted on 12/26/2018 by admin

Often times you may want to identify that people are ‘connected’ in the system.  This can be useful in a variety of ways, but one of the most common ways this is used is when creating mailing lists.  By ‘connecting’…

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QUICKTIP: When I try to add a photo to a PERSON, the webcam isn’t working

Posted on 12/19/2018 by admin

You may need to clear the cache on your computer. See this post for how to clear your cache.    https://schedulesplus.com/info/how-to-clear-cache-in-chrome-and-firefox/ After you have completed that, go back and try to add a photo.  It will ask you to authorize SchedulesPlus…

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How can I transfer PREPAY dollars from 1 person to another?

Posted on 12/18/2018 by admin

Essentially you will remove PREPAY funds from one person and ADD PREPAY funds to another. The fastest way is using the TRANSFER FUNDS button from an individuals’ payment view. Find the person who currently has money you want to move…

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Recurring Donation Setup

Posted on 11/26/2018 by admin

SchedulesPlus allows you to track recurring donations in the system, export that list of recurring donations and send that pre-formatted file to your bank for processing both ACH and CREDIT CARD monthly donations.  Your bank collects the funds in the…

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QUICKTIP: Finding Expired Memberships

Posted on 11/24/2018 by admin

If you want to see all memberships….Select… PEOPLE tab, FILTER tab In MEMBERSHIP DATES, END BETWEEN, choose a range of dates for expiration — the range should be in the future Click the FILTER button Click on the RENEWS column…

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How to use the new Shopping Cart

Posted on 11/15/2018 by admin

Visit the following tutorial to learn more about how to use the new Shopping cart, available for Home Use purchases: ​Shopping Cart Tutorial

How to CLEAR CACHE in CHROME and FIREFOX

Posted on 11/3/2018 by admin

From time to time, SchedulesPlus makes improvements in the look of various buttons, fonts, colors, and text positioning in the pages you view in admin and checkin.  These elements are controlled what’s called a ‘CSS FILE’ or ‘STYLESHEET’ in our…

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Sending EMAIL Using SchedulesPlus

Posted on 11/2/2018 by admin

SchedulesPlus gives you the ability to send emails to one, 10, or a thousand or more people.   This is a particularly nice feature for very large distribution lists where it isn’t possible to send your email because typically any mail…

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Create an ONLINE MEMBERSHIP FORM with JotForm or any web-based form creation tool

Posted on 11/2/2018 by admin

If your organization has memberships and asks people to complete a membership form for new and/or renewals, SchedulesPlus has integrated this capability into it’s HOME USE features.    If you currently have an online, web-based membership form, you can now…

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October 2018 – Maintenance Release

Posted on 10/3/2018 by admin

EMAIL Changes:  If you are sending emails from within SchedulesPlus, you will start to notice some changes.  For sites that do not have an SPF Record defined, today’s emails show a FROM address of ‘mailserver@schedulesplus.com’.  The change we just installed…

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QUICKTIP: Removing form AUTOFILL in date and other fields — in Chrome and Firefox

Posted on 5/31/2018 by admin

Have you ever gone to enter a date into a date field, and you see a dropdown that covers your calendar, preventing you from selecting a date in the calendar?  This happens when you have a setting turned on in…

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Adding a CUSTOM FIELD

Posted on 5/21/2018 by admin

If you have information that you want to track about a person and that field does not exist as a standard field in SchedulesPlus, you can add a CUSTOM FIELD enabling you to gather that information in every PERSON record. …

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How do I create a DONATION THANK YOU letter?

Posted on 4/22/2018 by admin

How do I create a DONATION THANK YOU letter, using a DONATION TEMPLATE in SchedulesPlus? Example:  I have a number of people that gave donations to our center last month.  I added them into the FINANCIALS – DONATIONS section and…

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May 2018 – Maintenance Release

Posted on 4/16/2018 by admin

Included here is a description of the changes.  If you have any questions, please contact schedulesplus@gmail.com for more information.  1.  CHECKIN 1. Added new ‘QUICKCHECK’ tracking:  Simply scanning will save a ‘checkin’ record, even if the person selects nothing else.…

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QUICKTIP: Excel/CSV files and leading Zeros on fields like zipcode

Posted on 3/14/2018 by admin

Have you ever had trouble in Excel files with a zipcode field or any other field where the value has a leading zero in it, but for some reason, when you go to re-edit the file later, you see the…

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How to create a REPORT listing your NOTES — using hashtags

Posted on 1/28/2018 by admin

You are able to add endless NOTES for a PERSON.  This can be done by visiting the PERSON record and selecting NOTES.  It can also be done if you are tracking notes for a person that is using your SERVICES…

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Managing NOTE FollowUp Dates

Posted on 1/28/2018 by admin

When you add a NOTE for a Person, you can optionally add a Follow-Up date.  Adding a follow-up date enables you to proactively manage follow-ups.  ADDING/CHANGING/DELETING A FOLLOW-UP DATE ON A NOTE: 1) ADDING A FOLLOW-UP DATE TO A NOTE…

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Import a SchedulesPlus calendar into Google Calendar, BURBIO, WORDPRESS, TIMELY and more!

Posted on 12/19/2017 by admin

UPDATED 9/20/2021 to conform with vcalendar standards needed for importing full calendars into GMAIL and OUTLOOK. You are maintaining your events in a SchedulesPlus calendar and from time-to-time you may want to make those calendars visible in other tools, for…

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When I save a report with data as a CSV file, all of the leading zeros are cut off any numbers when I open the file in Excel. How can I keep the zeros?

Posted on 12/7/2017 by admin

If you are a site that has zipcodes that start with a zero (ie, 06394), you may be finding that you export addresses and they look fine in the initial export presented, but then after you save the CSV file…

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Trips: Does your trip have multiple rates based on Room Occupancy?

Posted on 12/5/2017 by admin

You may have a situation where your trip fee varies based on room occupancy.  For example, you may be offering a trip to Lake Tahoe and have 3 different rates for the trip as follows: 1 Person in a room: …

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QUICKTIP: Creating an Excel file from a list of addresses

Posted on 11/13/2017 by admin

You will find this a useful MS EXCEL tip even outside of SchedulesPlus! In several sections, like donations, create letter in groups, and create letter in volunteer rosters, you are given the ability to CREATE MAILING LABELS using a button…

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Cannot Open SchedulesPlus? Or- System running slow?

Posted on 11/6/2017 by admin

We make every effort to monitor the performance of SchedulesPlus and keep it in tip-top shape.  But on rare events, you may run into slowness or even an outage.  These can be caused by several factors:  SchedulesPlus, your internet service,…

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QUICKTIP: Where can I buy the laminating pouches for scancards?

Posted on 8/7/2017 by admin

Go to Amazon.com Search for:  credit card laminating pouches Size you want is 5 Mil Credit Card 2 1/8″ x 3 3/8″ 100 cards for about $4.50 500 cards for about $12-14 depending on which vendor you buy them from

Scancards: Creating an affordable plastic ‘hardcard’

Posted on 8/6/2017 by admin

Here is a recommendation made to someone looking to create affordable hardcards.     The specific printer recommended has not been tested by SchedulesPlus, but all of the online documentation suggests it will work just fine for printing barcodes or…

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Configuring a Receipt Printer – suppress print dialog box

Posted on 6/5/2017 by admin

If you have a receipt printer and you want to automatically print to it, bypassing the PRINT DIALOG or PRINT PREVIEW, you can set up your browser to do this automatically.  This is called ‘silent printing’.   You will also…

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How do I send a “Check In Message”?

Posted on 5/24/2017 by admin

You can add a message that will be delivered as a pop-up to a person the next time they ‘check-in’ at your check-in station.  There are a couple of ways to do this: Send a message to one person:  Go…

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Scancard Reader not working? Here are some tips…

Posted on 5/18/2017 by admin

If you are using a barcode scanner at your CHECKIN station,  it needs to be programmed to automatically simulate an ‘ENTER’ after the barcode is read .  Typically it comes from the manufacturer with this preset, but from time-to-time, these…

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How do I add a new ROOM to my list of available Resources?

Posted on 2/7/2017 by admin

Click the ACCOUNT tab Click the RESOURCE SETUP tab If you do not see the room you want in the list, click ADD RESOURCE. Give it the name you want. Select ROOM as the type. Add a number reflecting CAPACITY.…

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How to Print a Scancard

Posted on 1/25/2017 by admin

NOTE:  To print any webpage from a browser, you typically would view the page you want to print, and right click your mouse which will open up options to select from. To print a single scancard for a specific person:…

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QUICKTIP: Find all donations given ‘in honor of’ a specific person (tribute, memorial, etc.)

Posted on 1/15/2017 by admin

As you log a donation that a person or business has given your organization, if you have added a NOTE in the donation record reflecting that it was a tribute or memorial for a specific person, you can easily find…

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Membership By Hour

Posted on 1/7/2017 by admin

When defining a new membership for your account, you can choose to define selected hours that the membership is valid.   This can be very valuable in membership structures where you have all encompassing memberships that can access your facility…

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Setting up Monthly Memberships with Recurring Payments

Posted on 12/14/2016 by admin

Many organizations offer a monthly membership fee where they accept a monthly payment throughout the year.  SchedulesPlus supports monthly processing, enabling you to track and log these recurring monthly membership payments.   Here are the steps to set it up. A.…

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QUICKTIP: For events… what’s the difference between ADD ANOTHER TIME and COPY?

Posted on 10/24/2016 by admin

When you want to copy an existing event, but give it a different day and time than the original event, you have 2 ways to make this happen: 1—TAB: ADD ANOTHER TIME —   While viewing the EVENT – TIMES tab,…

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How do I create a mailing in SchedulesPlus? Letter using template, mailing labels, for membership renewals, capital campaigns, etc.

Posted on 9/29/2016 by admin

How do I create a mailing in SchedulesPlus?   I’d like to send a membership renewal letter to all of the people that have renewals due next month. I’d like to send those renewals in the mail.  1.  Create a…

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