Branch - Start of a New Season Checklist

At the start of each season, there are items that need 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 the 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 the 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 the 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, set up 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.

• Documents

• Background checks

• Travel permits

• Transfer

• Phone types

• Contacts and Staff settings

Categories

Categories is where you can review and update the categories of each division offered in your branch. Click here for the user guide.

Teams Restrictions

Team restrictions are carried forward from year to year. You can review your team restrictions and make edits that are required. Click here for the user guide.

Catalog

The catalog is where you will create or edit waivers, terms of conditions, questionnaires and clinic items. This is also the area that you will add your membership fees. Click on each of the links below for the detailed user guide.

Membership Fees

Membership fees need to be reviewed and updated before the launch of a new season. Click here for the user guide.

Clinic Items

Clinic items will get carried forward from year to year. Review your items, and create new ones as required. Click here for the user guide.

Questionnaires

Questionnaires will be carried forward from year to year. You can review your questionnaires and make edits as needed, or create new ones. Click here for the user guide.

Waivers

Waivers will be rolled over each year. Review your waiver for content, dates and links that may require to be updated. Click here for the user guide.

Terms of Conditions

Terms of Conditions will be carried forward from the past season. Review the wording and look for dates or links that may need to be updated. Click here for the user guide.

Teams

Each season teams will need to be made for your branch. You will have the option of rollover teams from past years or you can create new ones. Click here for the user guide.