MemberLink® Help

>(HELP ?) Circles> provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen. This "Help" narrative is for the "REGISTRATION" Screen or Display Panel for "Setting the Preferred Contact Method".

CheckinLink screens are comprised of five sections:

- Product Bar (wide horizontal bar across the top of the MemberLink screen)

- Operations Bar (narrow horizontal bar immediately under the Product Bar)

CheckinLink has the following Tabs on the Operations Bar: "View/Edit" Tab; "Registration" Tab; "Check-In" Tab; "Check-In Queue" Tab; "Check-Out" Tab; "Messaging" Tab; "Options" Tab; and "Logout" Tab.

- Information Bar (narrow horizontal bar immediately under the Operations Bar)

- Navigation Panel (vertical column area under the Information Bar on left side of screen)

- Display Panel (remainder of the screen, under the Information Bar and to the right of the Navigation Panel, and shows information in ROW/COLUMN Forms, DATA Forms, etc.)

Introduction to Preferred Contact Method

This is the "REGISTRATION" Display Panel for "Setting the Preferred Contact Method". in the CheckinLink Module. You came here by clicking the >Operations Bar "REGISTRATION" Tab>.

This is the screen where you set the Preferred Contact Method for a Parent. When a Parent or Guardian has Checked-In a Child, it is important the church knows how to reach the Parent or Guardian if an Child emergency occurs.

CheckinLink supports five methods for contacting the Parent or Guardian. Administrators should choose one of the five methods for a Parent or Guardian. You may only choose one, not more than one.

** Note 1: To abort and not choose a Preferred Contact Method, click the [Back] Hyperlink. If you click this button before selecting a method and submitting it, you will just return to the previous screen with no changes made.

Method 1 "" Phone Number:

To select the Phone Number contact method, click the (Phone Number) Radio Button.

On the right side of the screen, the phone number will be displayed. The phone number comes from the Profile record for this Parent or Guardian in the corresponding MemberLink system used by your church.

Click the [Submit Preferred Contact Method] Button to finalize your choice. Then you will see a "Preferred Contact Method is Set" message alerting you that your selection was accepted and posted with the Parent information. Click the [Go Back] Button to leave the confirmation message and return to the "Child Registration" Screen.

Method 2 "" Cell Phone Number:

To select the Cell Phone Number contact method, click the (Cell Phone Number) Radio Button.

On the right side of the screen, the cell phone number will be displayed. The cell phone number comes from the Profile record for this Parent or Guardian in corresponding MemberLink system used by your church.

Click the [Submit Preferred Contact Method] Button to finalize your choice. Then you will see a "Preferred Contact Method is Set" message alerting you that your selection was accepted and posted with the Parent information. Click the [Go Back] Button to leave the confirmation message and return to the "Child Registration" Screen.

Method 3 "" Cell Phone Text:

To select the Cell Phone Texting contact method, click the (Cell Phone Texting) Radio Button.

On the right side of the screen, the cell phone number and texting code will be displayed. This data comes from the Profile record for this Parent or Guardian in corresponding MemberLink system used by your church.

Click the [Submit Preferred Contact Method] Button to finalize your choice. Then you will see a "Preferred Contact Method is Set" message alerting you that your selection was accepted and posted with the Parent information. Click the [Go Back] Button to leave the confirmation message and return to the "Child Registration" Screen.

Method 4 "" Pager:

To select the Pager contact method, click the (Pager) Radio Button.

On the right side of the screen, you will find a Pager Number entry box. Enter the Pager Number that can be used by the church to reach the Parent or Guardian Pager device.

Click the [Submit Preferred Contact Method] Button to finalize your choice. Then you will see a "Preferred Contact Method is Set" message alerting you that your selection was accepted and posted with the Parent information. Click the [Go Back] Button to leave the confirmation message and return to the "Child Registration" Screen.

Method 5 "" Electronic Display:

To select the Electronic Display contact method, click the (Electronic Display) Radio Button. This option is for churches that have a Display Board in the sanctuary or worship location, and the church can display a number or code to alert the Parent or Guardian to come to the room where the Child is located.

On the right side of the screen, you will find an Electronic Display entry box. Enter the Number or Code you gave to the Parent or Guardian, to be displayed on your Electronic Display device.

Click the [Submit Preferred Contact Method] Button to finalize your choice. Then you will see a "Preferred Contact Method is Set" message alerting you that your selection was accepted and posted with the Parent information. Click the [Go Back] Button to leave the confirmation message and return to the "Child Registration" Screen.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230