The core of a charity is built around the people it works with and the services it provides. Keep it all in one place in Charitylog.
Groups & activities
Groups, Clinics, Activities and Clubs
The Clubs and Clinics feature is designed to manage the varied one-off or regular groups and events which occur during the year.
These could range from regular coffee mornings or appointment based foot care, through to one-off events or AGM's
You can make people into members of the group or put them on the waiting list for inclusion when there is a space. Attendances can be recorded, along with more specialised activities that might happen within the group.
The purpose of this set of options is to:
allow the set up of various clubs, groups, activities and clinics
specify how they operate in terms of their occurrences and when clients attend
record any membership requirements
allocate clients to appointments or activities
carry forward client appointments to new session where appropriate
record which clients attended or missed appointments, and a reason
print club/clinic schedules, transport lists and appointment cards
optionally create invoices for attendance or non-attendance
produce reports of referrals, membership, attendance, money collected etc.
provide spreadsheet versions of these reports
It is possible to send text reminders to attendees and receive the responses. This needs the TextAnywhere add-on.
The reports provide details of numbers of clients assigned to the various clubs as well as a history of individual attendances. Reports and KPI's are also available giving numbers of referrals by referrer, attendees by age, ethnic group etc.
You can create a varied set of rates to cover different charging mechanisms, enabling invoices to be produced for clients or their budget holders.
Control your referrals and cases, and record your interactions.
Workflows that represent the way your services operate.
Build mail-merges and produce professional emails and letters.
Securely upload important documents and images.
Create custom fields to meet your own needs.
Maximise your organisation's impact by recording anonymous contacts.
Save time when you signpost to other organisations.