It's easy! Just go to your Schedule tab and click the "Add new class/event" button in the top corner. You will be asked to fill out a quick form with all pertinent class info. If you will be adding many classes at once, it's a good idea to use the "Create Similar" feature once your first class has been created.

- There are a couple of things to consider here:

• 1) For all classes/events that are included in a membership, please make sure those classes/events are associated with the membership in the system. You can associate any class with a membership when you first create the classes, or later by accessing the Membership Offering itself (Dashboard >> Membership Offerings >> edit).
• 2) For a class/event that requires a fee, you'll need to setup sales options for that class/event. To do this, go to Schedule, click on the class, then click "Sell this class with SS". There are several different options on the next page depending on how you'd like to sell the class/event.

- Yes! You can process payments via the POS feature in Senior Space.

• 1) Click POS tab at the top
• 2) If the purchaser is already in the system, begin typing their name under "Existing member/customer". If they are not in the system, you'll need to click "New Member/Customer", then fill out the person's info. Once their profile is created, click "Go to POS" to begin the transaction
• 3) Add items to the customer’s cart, choose a payment type and complete purchase when ready.

It’s easy! Here’s how: From your dashboard, click “View/Mange” under the “Members” section Click the first green button “Add a member/customer” Fill out the member’s info and assign them an ID card. Type the ID card number in the “barcode” section of the member’s profile. Give the member the ID card; this is what they’ll use to access the kiosk. Click “Submit” to save this member’s profile. If your memberships require a fee, it’s now time to record that transaction. Click “Go to POS”. You should now see a window “New transaction for {member name}”. Add the appropriate membership option to their cart, and on the right side select payment method and complete purchase.

We can work with you to import all of your records from our end! Please contact {support email/phone} to make an import request.

Yes! From your dashboard, click view/manage under the “Members” section. Then, click the green button “View/Create custom fields”. You have options on data types, what is required, and also what is viewable to members vs staff only.

Yes. Senior Space is set up to group family members together while still giving each person their own profile/barcode in the system. To add a spouse/family member to any member’s account, just… Access the first member’s main profile: search for the member name in the search bar at top of page, click on member, then click their name under “Main Account” Under the section “family profile” you’ll see a grey box with the heading “Add people to this family”. To create someone new, choose the first option. To associate an existing member with this account, choose the second option. To add a family member who doesn’t need a full profile w/barcode, choose the 3rd option.

Yes, there’s a dedicated reports feature in Senior Space that can handle what you need. Click “Reports” tab to get started.
You should now be on the reports homepage. This page is a snapshot of all data at your center that you might want to access quickly. Scroll down to see all the different report types you might need. Use the date filter buttons at the top of the page to change the date range for data on the entire page. To access a more detailed report for any one section, just click the “More” button in the top/right corner of the section you want. The reports currently accessible on Senior Space are:

• Check-Ins
• Financial
• Memberships
• Classes/Events
• Volunteers
• Instructors

Once you’ve accessed the report you need, you should see more advanced data filtering options available depending on what data you need exactly. You also have the ability to “Export to CSV” on any report which allows you to download and open the data in the spreadsheet of your choosing. You can also save a report template to easily generate that particluar report at any time.

It’s easy! There is a dedicated Volunteers section in the software Click on Dashboard, and under Volunteers click “view/manage” You’ll first wnat to set up some Volunteer categories. Scroll down to the right side under “Volunteer Categories” and click “edit”. You’ll want these to be pretty general, eg “meals”, “maintenance”, “rec room”, “miscellaneous”. Now, add volunteers to the system. Click “edit” under the “Volunteers” section on the right side. You can simply add a volunteer’s name, or additionally add their email to they get their own login to the system. Once your Volunteers and Volunteer categories have been input, you can now log volunteer hours. Under the “Add Volunteer Hours” section, just fill out the info required. You should be able to select the volunteer categories and the volunteer you need from dropdown menus -- if not, please reload the page and try again. Members can volunteer from the kiosk as well. More about that below in the KIOSK section of this FAQ.

The feed is a real-time activity feed for what’s happening at your center. This is useful for getting a quick sense of activity in the system across all areas: management portal, the kiosk, and the optional online member portal.

The Documents section is simply a cloud-based file storage area for your staff, very much like a drop-box. If you are used to emailing files back and forth between staff members, this section should be helpful. Just upload any file or document and your staff will have access to that file via any device with internet. Common uses include: flyers, forms, internal memos, music.

The Storefront is a place to manage anything you might be selling through the system. This definitely includes paid memberships, but also gives you flexible options to handle selling of specific classes/activities/events, and “other items” that might include tickets, merchandise, Meals on Wheels…. Anything you want! The other main purpose of the Storefront tab is to manage your optional member portal. If you want to allow your members to be able to access their own Senior Space account online, please see the “Member Portal” section of the Storefront. By sharing your Member Portal URL with your members, you are allowing them to see the current schedule at the center, and also optional features like allowing them to purchase/renew memberships online, remote check-ins to classes/events, and online payments for “Other Items” like tickets, merchandise, etc.

You should have a quick-start guide to help you through the setup process. Your kiosk has already been configured for your center before being shipped. If you cannot find your quick start guide, or have additional questions regarding setup, please contact us at {support email/phone}.

Now, any one of your members with an ID card and active membership can use the kiosk! They can use the barcode scanner to sign in Once they see their name at the top of the page, they can click on any event happening today to check-in, or the can click the “i” button to see more info like location, cost, instructor or even to volunteer for that specific class/event if you’ve allowed it on your end. They can also use the “Volunteer” section to log their general volunteer hours at the center. They should click “Done” after use. If they just leave, the system will log them out after 30 seconds.