Click here for a Video on Creating and Managing a Clinic
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Clinic
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Menu
Filters in your clinic list
From the Manage / Clinics menu, the display page will show you the clinics created for the season.
You can click on More filters/Less filters for search options.
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Status: You can filter by the clinic status type - draft, visible to public, registration open, private, closed and/or cancelled
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Categories: Select All from the drop down or pick from the different options - specialty skills, instructor, coach, general, official, and/or trainer & safety
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Qualifications: Select All, or select from the drop down to filter by qualification
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From -To: You can filter by the dates for your clinic
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search by organization or by clinic status.
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Note: by default, the following statuses are selected: Draft, Visible to public, Registration open, Private and Closed by instructor. If you wish to display clinics with Closed or Cancel status, select them from the Status drop-down menu. |
However, if you want more filter options, you can click on the More Filters button in the bottom right-hand corner for an extended search.
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The filters display the following options:
Categories
Qualifications
Date range
clinic format
Online - On demand
Online - Live
In person
To clear the filter history, click on clear.
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Information in your clinic list
You can search for a clinic by entering the clinic ID# its HCR number in the search box , and you can sort the list by clicking on the directional arrows beside next to each header title of the column..
The following headings will be displayed:
Clinic ID: The number assigned to each clinic
Qualification: The qualification a participant will receive once the clinic is complete
Status: The status of the clinic
Start Date: The date the clinic will start on
Format: The format for the clinic - online - recorded/on demand, online - live, or in person
Attendees: The number of participants registered for the clinic
Host organization: The organization that is running the clinic
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By clicking on the line of a clinic, the side panel will open. General information will be shown at the top, and there will be 2 tabs - Details and Attendee, each with information for the clinic. From the Action button, you will have the option to Duplicate the clinic, or Delete a clinic.
Details Tab: You can click on one of the blue clinic links to access the clinic profile page for more details.
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Side panel in the clinic list
If you click on a clinic line (not the blue link), a side panel will open to your right, displaying the Details and Attendees tabs.
Details Tab
In the Details tab, you will see the following information:
The number of registered participants
The number of pending participants
The category
The qualification
The Clinic Status
Location
Cost
Contact person
The contact person and the clinic instructor
Session details
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Attendee Tab
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In the Attendees tab, you will see a list of members registered and any members on a waitlist. You can click on the HCR number link to view the member’s profile, or click on View list in clinic.
Action Button: The will give you the option to duplicate or delete the clinic.
Delete a Clinic: To delete a clinic, no participants must be registered.
Duplicate a Clinic: You can duplicate your clinic or duplicate your clinic with attendees.
Your clinic will be duplicatedthe following information will be displayed:
List of registered participants
List of waiting participants
A blue checkmark indicates participants who have paid for the clinic
Clicking on the blue link of a participant's HCR number will take you to the participant's profile page.
Clicking on View in clinic will take you to the clinic Attendees tab.
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The Action button on the side panel of a clinic lets you perform the following actions:
Duplicate the clinic (see documentation Duplicate a clinic or clinic participants)
Delete the clinic (consult the documentation Delete a clinic)
Clicking on Go to Profile will take you to the clinic Overview tab.
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Duplicate a clinic or clinic participants
Selecting Duplicate from the Action button allows you to duplicate your clinic information or duplicate the participants registered for this clinic.
By clicking on Duplicate, the system will offer you both options:
Duplicate this clinic
The complete profile of the selected clinic will be duplicated.
Duplicate this clinic with participants
The clinic profile and all participants will be duplicated.
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Duplicate a Clinic
Once your clinic has been duplicated, you can update and confirm the original information, following the same procedure for creating a clinic.
Duplicate this clinic with attendees
Once your clinic and registered attendees have been duplicated in a new clinic, you can update and confirm the original information by , following the same procedure as for creating a clinic.
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Note: You can not change the category and the qualification of the duplicated clinic. |
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Delete a clinic
It is possible to delete a clinic that has been created by mistake. However, to delete the clinic, no participant must be registered.
Clinic profile page
Clinic Status
When you click on a clinic's HCR number or after you've created your clinic, you'll be taken to the clinic's profile page. The following information will be displayed at the top of the page:
To change the status of a clinic, use the drop-down.
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