This is a Self Schedualing Photo Session:

How do I log in

Access the online scheduling site at:  https://www.securedata-trans14.com/ap/stfrancisepiscopalchurch1/index.php?page=10

Enter your Login Name and Password as provided in the e-mail sent to you with these instructions.

How do I check portrait sessions?

 

To check a portrait sessionClick on Portrait Session tab at top of page.

2.Click on first open day of the week you want to check.

How do I schedule a portrait session for a member?

 

To schedule a portrait session:

  • Click on Portrait Session tab at top of page.

  • Determine which available day at left of page works for member. Keep in mind that two time slots are needed for groups of 7 or more.

  • Click on that day at left of page.

  • Determine time of day at right of page that works for member.

  • Click on the time slot that works for the member.

  • Enter first name, last name, phone number, and select number in group. The duration and status will update automatically based on the information you enter.

  • Click on finalize portrait session.

How do I search for a previous scheduled portrait session for member by their name?

 

To search for a previous scheduled session:

  • Click on the member search option on the Portrait Session tab.

  • Click on the first letter of their last name at right of page.

  • Click on their name at right of page.

  • Date and time of their portrait session will display in a pop-up window.

How do I change a portrait session?

 

There are two options for changing a portrait session.

Option 1:

  • Click on Portrait Session tab at top of page.

  • Work with member to find a day and time for rescheduled portrait session. Groups of 7or more will need two time slots.

  • Click on the day of the current portrait session at the left of page.

  • Click on the name of the member at the right of page.

  • Select new date with drop down menu at right of page.

  • Select new time with drop down menu at right of page.

  • Click on update.

Option 2:

  • Click on Portrait Session tab at top of page.

  • Click on the day of the current portrait session at the left of page.

  • Click on the name of the member at the right of page.

  • Click on cancel portrait session.

  • Work with member to find a day and time for rescheduled portrait session. Groups of 7or more will need two time slots.

  • Click on date of new portrait session.

  • Click on the time slot that works for the member.

  • Use the drop down to select the member name.

  • Select number in group using drop down at the top right of page.

  • Click on Finalize Portrait Session.

How do I cancel a portrait session?

 

To cancel a portrait session:

  • Click on Portrait Session tab at top of page.

  • Click on the day of the current portrait session at the left of page.

  • Click on the name of the member at the right of page.

  • Click on Cancel Portrait Session.

How do I print the photo day check-in report?

 

To print your photo day check-in report:

  • Click on Reports tab at top of page.

  • Click on Portrait Session Reports at left of page.

  • Click on drop down for saved reports.

  • Select photo day check in report.

  • Select date range.

  • Click on Run Report.

  • Window will open with report; print the report. If the report does not fit on one page, go to file, then page setup and adjust your print settings to reduce size or print to legal paper.

How do I print an alpha list by member name?

 

 

 

The Signup Coordinator can use this report to match against the roster to identify members that have not yet made appointments.

  • Click on Reports tab at top of page.

  • Click on Portrait Session Reports at left of page.

  • Click on drop down for saved reports.

  • Select Alpha list by member name.

  • Select the start and finish dates of your photography.

  • Select any additional information you may want in the report by checking the boxes under Include in Report.

  • Click on Run Report.

  • Window will open with report; print the report. If the report does not fit on one page, go to file, then page setup and adjust your print settings to reduce size or print to legal paper.

How do I run an alpha list by member name to excel?

 

 

 

This report, like the printed version, can be used by the Signup Coordinator to match against your roster to identify members that have not yet made appointments.

  • Click on Reports tab at top of page.

  • Click on Portrait Session Reports at left of page.

  • Click on drop down for Saved Reports.

  • Select Alpha list by member name to excel.

  • Select the start and finish dates of your photography.

  • Select any additional information you may want in the report by checking the boxes under Include in Report.

  • Click on Run Report.

  • Window will open with Excel spreadsheet.

  • Go to File and save spreadsheet for using to match against roster.

How do I print a portrait session sheet?

 

 

 

This is where you will print out the forms for paper sign-up. You must disable the web site prior to printing these.

Disable the website:

  • Click on portrait session tab at top of page.

  • Click on yes for disable site on the left of the page below the calendars

  • Enter your own disable message, if you would like to override the default message.

  • Click on the Update button.

 

Printing the portrait session sheets:

  • Click on reports tab at top of page.

  • Click on portrait session sheets at left of page

  • Select date

  • Click on run report.

  • Select “Landscape” mode for Printing.

  • Window will open with report, print the report.

 

How do I disable the website?

 

 

To disable the website:

  • Click on portrait session tab at top of page.

  • Click on yes for disable site on the left of the page below the calendars

  • Enter your own disable message, if you would like to override the default message.

  • Click on the Update button.

How do I enable the web site?

 

 

 

You must enter all the portrait sessions on the paper sign up sheets into the system before you enable the web site. Instructions to enter appointments are included in this document.

  • Click on Portrait Session tab at top of page.

  • Click on no for Disable Site on the left of the page below the calendars.

  • Click on the Update button.

How do I make changes to the member’s information?

To make changes to the member’s information:

  • Click on Members tab at top of page.

  • Click on the letter of the alphabet for the first letter in the member’s last name.

  • Scroll down to find the member’s name listed on the screen.

  • Click on the member’s name.

  • Make the necessary changes to the member’s information.

  • Click on the Update button.

Why do you need the members e-mail address when signing up?

 

When you enter the members e-mail address, two e-mails are automatically sent.

  • A confirmation e-mail is sent immediately.  This e-mail confirms their date, time, and number of family members and provides tips for the session.

  • A reminder e-mail is sent a few days prior to their scheduled date.  This e-mail reminds them of their schedule time and date as well as provides tips and a link to special online offers.