At the start of each season, there are items that needs to be reviewed to make sure they are up-to-date or needs to be set up for the season. Below is a checklist for you to follow with links to the detailed user guide for each section.
Organization
Under the organization menu, there are 3 tabs that need to be reviewed - General, Users and Staff.
General Tab
The general tab is where you will find information for your office, contact information, regional settings and merchant account. Click here for user guide
Users Tab
The users tab is where you can grant access to new users, set additional roles and view current users to HCR for your office Click here for user guide
Staff Tab
The staff tab is where you can list members of your office and display their job titles. Members that are added as staff members, will be included in communications sent to your organization. Click here for user guide
Settings
Under the settings menu, there are 4 tabs that need to be reviewed - Organization, Categories, Clinics and Clinics.
Organization
The organization tab is where you will update and review information for the documents asked for during registration, setup what is required for background checks, manage your travel permit settings, add transfer settings, and manage your phone types, contacts and staff settings. Click on each link to go to the detailed user guide.
Categories
Setting / Categories: Category ages are set up by Hockey Canada, but branches can modify the ages if needed.
Settings / Team Restrictions: Review/create/update team restriction.
Catalog
Catalog / Waivers: The waivers from last season will be rolled over. You can update them if needed. Create any new waivers if needed.
Catalog / Questionnaire: NEW this year, you can create questionnaires.
Catalog / Membership fees: Update membership fee if needed. Add a questionnaire to membership fees.