Purpose Of The Menu Tab

The Menu tab enables staff access to extra relevant information and functionality depending on their access level. This includes:

• Activity Details - View full details of the activity as shown on the minisite

• Attendance Reconciliation - Complete the attendance record for the day (can be saved or saved and finalized)

• Quick Book Invitation- Invite a customer to register and book an attendee. This is for brand-new customers only, not existing customers

• Email Today’s Attendees - Send an email to all attendees booked for today

• Email Attendees - Email all the attendees associated with this activity

How To Utilize The Menu Section

Head to the Menu Tab on the Enrolmy for Provider App and access the following subsections:

Complete Attendance Reconciliation

Expectations of Programme Managers completing Attendance Reconciliations:

• Mark attendees as absent

• Add additional attendees

• Change early pick-up bookings to Full-day bookings (e.g. if customer book the 3-4 pm session but pick the attendee up at 5 pm)

• Additional charge for after hours pick up

Actions you can do within the app:

1. Select the attendance reconciliation, which will bring you to the below page, which shows:

   • Name of attendee

   • Session associated with the attendee

   • The time-stamp of sign-in and sign out

   • Whether it is a casual or regular booking

   • Whether there is a discount associated

   • Option to add in an additional fee

   • The price for that session

2. The following can be completed under the Attendance Reconciliation

   • Change from regular (green) to casual (blue) booking and vice versa by clicking on the Green R

   • Late fees can be added by ticking the box next to the D. Fees can be edited by clicking on the Price

   • If an attendee has been marked absent - then the session needs to be selected as absent as well

   • Once you have completed the changes that need to occur, then select the save changes button

   • This will successfully save any of your changes

Quick Book

For more details, refer to Mobile App: How to Quick Book

Email Attendees

To edit recipients and change the email templates after selecting this section:

1. Tap to Edit Recipients icon. Here you will be able to select and deselect attendees

2. Tap on the drop-down list under the Template section

3. Input the subject in the Subject field

4. Input text in the body of the email

5. To send the email - tap Send to Queue.

Last Updated: 22 May 2025