Create a group of students going on a trip for emails and reports

The best thing to do is to create this trip as a Club. This then allows you to, send comms by selecting the "club" and report on this with Medical and contact information without having to pick out the students manually.  

  1. Go to Workspace > Clubs (or Admin > Config > Clubs, depending on your access rights). 
  2. Click Add a Club, input the trip name, the date of it, what years are going and any details you wish to record. Click "Next: Timetable". 
  3. Click the day this trip is on and pop in a time, (this doesn't need to be completely accurate as this is just for reporting and comms).
  4. Assign a staff member to the trip and click Next. 
  5. Tick the relevant boxes on the next page that comes up, you don't need to record any costs if you only need this for reporting and comms. Click Add Students. 
  6. Click Add/Remove Students and assign all the relevant kids. 
  7. Once the students are orange - they are saved in the club. 

Now you can go to Reporting > Reports > Students (tab) > Clubs. Put in the date that you said the "club" started and under the "Display" options, tick "Extended Info". This will produce a report of all the students names/forms years/ as well as their Contact, Medical and Dietary Requirements. 

You can also go to Admin > Comms click on "clubs" down the left hand side and choose your trip from here - this pulls through all the relevant contacts for this trip for you to easily send a SMS/Email to. 

Treat as you would any other group for sms/email. The Add all function will populate the contacts window on the right hand side of your screen.

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