Actions on the selection

Menu Contacts4 min read

The For selection menu applies an action to all the contacts selected in the grid: write to them, invite them, invoice them, send them the profile validation or record their resignation.

  1. Select the contacts in the grid (see "Selecting members in the grid").
  2. Click For selection, then the action.
The "For selection" menu with three members selected
  1. The selectionhere three members, selected with Ctrl + click.
  2. For selectionopens the menu.
  3. The actionseach one applies to all the selected contacts.

Sending an email

GestiClub opens the Emails module on a new Message: the selected members, companies and families are already in the To field.

The "To" field of a new message, filled with the selection

Complete the Subject and the text, then click Send (chapter 7: Emails & newsletters). For a minor member, the field shows the child's name, but the email goes to their primary legal representative, with the other parent and the child's address in copy if they have one. A family receives the email according to the communications set on its record.

Setting an appointment

GestiClub opens the Schedule & Attendance module on the New event window: the selected members and companies are already in the Participants field. A family cannot be a participant: GestiClub says so, select its members instead.

The "Participants" field of a new event, filled with the selection

Type the Subject, the Type, the dates and the location, then click Save (chapter 8: Schedule & attendance). Only active members can be participants.

Generating an invoice

GestiClub opens the Invoicing module on the New invoice page: the selected members, companies and families are already in the To field. A family is invoiced through its active members: a single invoice if it has grouped billing, otherwise one per member.

The "To" field of a new invoice, filled with the selection

Add the invoice lines, then click Send: each recipient receives their own invoice (chapter 10: Invoicing).

Sending the validation

Send validation sends each selected member a link valid for 7 days, to check their data and create their username and password. For a minor, the link goes to the address of their primary legal representative. Members who have already validated their profile are skipped.

The "Validation sent" window

The Validation sent window gives the number of emails Sent, and if there are any, the Failed ones and the members with No email.

Recording resignations in bulk

Record a resignation records at once the resignation of all the selected active members and companies. The Record resignations window asks for confirmation.

The "Record resignations" window

Click Record resignations to confirm. A report then gives the number of resignations recorded and the contacts skipped: contacts who have already resigned, the last administrator of the club, your own account. Each member is handled like an individual resignation (see "Resignation and reactivation of a member").