Documentation and online help

How-To Video: Assign a Different Owner to a Registration

How-To Video: Transfer Registration to a Different Owner

In less than 60 seconds, learn how to change the registration owner of an existing event or program registration.     Are there other topics you would like to see covered in a short how-to video? Let us know!       Elissa K. MillerElissa Miller, M.Ed. is Communications Director for Doubleknot and ClearView CRM.  As the …

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Important: Reports will be updated over the weekend

Important Information

We are planning behind-the-scenes updates to reporting on Monday, October 2, 2017. When you access any Doubleknot report on or after Monday, the report may not be displayed correctly. This issue can be fixed with one simple step. If you experience any problems with reports on or after Monday, just refresh the browser page. For …

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Understanding Price Groups and Payment Schedules

With summer camp registration and property reservations starting soon (or already in progress!), we recommend reviewing the procedures for setting price groups and payment schedules. These powerful tools ensure that your registrants are charged the correct costs and have flexible payment options. To learn how to use Price Groups/Schedules effectively, the following resources are available: …

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Applying Ad Hoc Reporting Filters in the New Izenda Interface

This article contains instructions for creating ad hoc reports in the new Izenda interface. In an ad hoc report, you can apply a range of filters to display only the data that you’re interested in, and print, export or email the results. NOTE: The filters you apply using these instructions are not permanently saved. To …

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New and Updated Documentation

The following documentation is now available: NEW: Creating and Editing Facilities (User Guide) NEW: Reservations Based on Facility Reservations (User Guide) NEW: Setting Gift Membership Options (User Brief) NEW: Setting Facility Booking Windows (User Brief) NEW: Document Library (User Guide) UPDATED: Global Event Configuration Settings (User Brief) UPDATED: Communications Center (User Guide) To view a …

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Required Permissions for Posting Balance Adjustments

If you’ve been redirected to the Feature List when the Adjust Balance page should be displayed (e.g., when you click Adjust Balance on the Payment Details page, or after your enter a new registration or reservation), your account may not have the required permissions to post adjustments for all of the items in the order. To …

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Powerful New Interface for Price Groups and Price Schedules

We’ve released a major enhancement to price groups and price schedules, with even more powerful features to control pricing for events, programs, memberships, and facilities. If you use price groups anywhere in Doubleknot, or if you want to schedule automatic price changes on a specified date, it’s very important that you read the documentation for the …

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