To enroll multiple people into a group at once, expand the Groups menu, double click on the group you’d like to enroll folks into. Choose Mass Enrollment from the Admin icon at the top.
Select Association
To limit the people in the list based on an association, click over each association you’d like in the list. Click CONTINUE. Highlight the people you'd like to enroll, then click ENROLL SELECTED.
Select Male or Female
To limit the list of possible enrollees to a certain Gender, check the box for Male or Female. This can also be used in combination with Age range and association. For example, if you wanted only male members, you could check the box for male and click over the association Member. Click CONTINUE. Highlight the people you'd like to enroll, then click ENROLL SELECTED.
Enter an age range or grade range
To limit the selection of possible enrollees based on age, enter an Age range. You can also use this option in combination with Male/Female and Association. So if you wanted to limit the list to boys ages 6 – 8, as example you could check male, and enter an age range of 6 – 8.
Press CONTINUE to get your list of potential enrollees. Mark the box to Select All if you want everyone in the list to be enrolled in the group. Or, highlight each person you want enrolled. To highlight multiple people, hold down the apple key on the Mac, or the shift key on Windows. Then click ENROLL SELECTED.
Select using query editor
If there is different criteria you’d like to use to determine potential enrollees, you can use the query editor to get that list. For this example let’s say we want a list of those people that live in a certain city. From this window, click the QUERY EDITOR button. The query editor will be displayed.
- Change the Query In field to Address.
- Select City from the Field Name drop down box.
- Highlight “is equal to” in the Comparison box.
- Enter the name of the city in the Value field.
- Click on the QUERY button.
A list of people that live in that city will be displayed. Mark the box to Select All if you want everyone in the list to be enrolled in the group. Or, highlight each person you want enrolled. To highlight multiple people, hold down the apple key on the Mac, or the shift key on Windows.