When you start Roll Call for the first time, you will be asked a series of questions about how you will use Roll Call. This series of questions is called the Setup Assistant. You can also get to the setup assistant from the Administration top menu. Click NEXT through the series of questions.
Organization
The first window asks for your organization's name and license number. If you are using a trial, leave the Roll Call License # field blank. If you've purchased a license, go ahead and enter that number here.
Appearance
The next window allows you to pick from several pre-set color schemes for your Roll Call installation. If you'd like to customize the color scheme further, mark the option for Custom. You'll be able to set specific colors.
Custom Logo
The next window allows you to pull in your own logo. This will be displayed in the upper left of the main Roll Call screen. To add your logo, click the +ADD button. Navigate to your image file, click OPEN.
Security
The next step, allows you to set a password for the Administrator user. Once you assign a password here, the security system is activated and you will need to login to gain access to the Roll Call system. To use Roll Call’s check in system, you must activate the security system.
Giving
The next step asks if you'll be tracking contributions in Roll Call. If the answer is Yes, click NEXT to set up your giving funds. Enter the name of the giving fund, then click the +ADD button.
Check In
The next step has to with the check in system. If you will be using the check in system, answer Yes here. When you click NEXT, you'll be prompted for a username and password for your check in user.
Check In Users
To add a check in user, enter the following information:
Username – enter the name for this specific check in user.
Password – enter a password for this specific user or leave it blank.
Confirm – re-enter the password if you entered one.
Click NEXT to proceed to the next section
Check In Background
Mark the image you’d like for the background of the check in screen. You may choose one of these images or click custom to pull in your own graphic.
Check In Groups
Check In Groups are the events, classes or meetings that you will be checking people into. To define a group, enter the following information:
Name – the name of the group you are setting up.
Day – the day of the week that the class, meeting or event happens.
Start Time – the time that the class, meeting or event begins.
End Time – the time that the class, meeting or event ends.
Grade or Age – is this class, meeting or event limited to people in a certain grade or age range. If so, choose Grade or Age from the drop down list.
Grade range – if the class if for students in a certain grade, enter the “from” and “to” grade.
Age range – if the class is for students of a certain age range, enter the “from” and “to” age.
Click the +ADD button to Save this information and begin adding another.
Check In Printing
The next question asks if you would like to print name tags when someone checks into a class, meeting or event. If you do, mark the option for Yes. Next, you’ll be asked if you’d like to print a parent tag. If you would like to print a security tag that can be used for pickup, answer Yes.
Once you’ve gone through these steps, you will now be able to use the check in system. If you need to further refine the options for your check in users, customize what you’d like printed on the name tags or choose a different size label size, you’ll want to go to the Set up menu under CheckIn/Out to make those modifications.
Import People
The last section of the Setup Assistant allows you to import people contact information from a tab delimited or CSV file. If you are ready to do this, click YES. You'll be taken to the People Import Wizard.