Parents password issues
Often users including members and swim school parents will forget their password or have log in issues.
Complete the following steps to troubleshoot.
- Log in to the greenedesk admin system
- Search for the user using their name or email address if available
- If you are searching a specific user via the search by user section you will need to cut and paste their name into the search user section
- In the search user section search for the person, it will show their login and password.
- Click on the name of the person and it should log in to their account. Confirm that the account logs in correctly. NOTE: There may be several accounts if there are duplicates so you want to ensure you have the CORRECT account that works.
- Send the correct account details (username and password) to the user.
- Close the ticket
Missing classes/Data Sync Issues
If a customer complains that classes are missing, complete the following process to troubleshoot.
- Log in to the customer
- Go to school upload
- Confirm if its an automated upload or manual
- If automated, see if the process gets stuck at one of the steps. If so, add missing levels, or skip rows with a data error to proceed. This should unblock the issue.
- Confirm the upload completes by checking if new students are showing on the today's action summary on the home screen.
- If data error, let the customer know the error and the row so they can solve permanently.
If the above steps do not solve the issue, ask the customer to contact their IT department to confirm the data file is correctly updating in the FTP.
- If the data sync is manual upload, you will need to check the date of the last upload.
- Then go to the upload report in the report menu.
- This will identify any errors in the data sync including missing levels or rows with bad data.
- Correct any errors where possible and then contact the customer and ask them to process the upload again.
Linking Students to the one parent portal
In SwimDesk parents can have a single login that supports all of their children.
Depending on the management system used, the children under a single family may or may not automatically be shown under the one portal.
For centres that use Links Modular Solutions as their management system. This has a parent ID number which SwimDesk users to automatically show all children with a parent who had the same ID number under the single portal.
Other management systems like Centaman or SwimBiz do not have a parent ID number. In this case the centre can Link students by using the Link student feature in the manage menu.
If a parent contacts us asking why one of their children is not showing, let them know the centre can link their children together. Then let the customer know so they can action the Linking or you can do it.
YMCA Debits
For YMCA Victoria, we need to provide them with some billing information each month.
They will email us a spread sheet with the info required.- See below.
We need to forward this to our payment provider Ezypay via the following email. (Do this via admin@greenedesksoftware.com)
CustomerService@ezypay.com.au
Use the following template,
Dear Ezypay,
Can we get the information for the spreadsheet attached please?
They will then fill this in and email it back.
We then forward the completed spreadsheet back to the customer (The person who sent the origional email)
General templates
Uploading headers/footers for email communication
Exporting Reports
Almost all reports should have an option to export to PDF or excel formats.
Report exports use adobe flash and this needs to be enabled to export reports.
See the two puzzle peices at the top of the report above.
These are the export report buttons without flash enabled.
If you click on these buttons it will prompt you to enable flash
If you run flash it will allow you to then export the reports.