Wild apricot mobile administration sneak preview april


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Wild apricot mobile administration sneak preview april

  1. 1. Wild ApricotMobile AdministrationDesign Preview & Review
  2. 2. IntroductionWe plan to release the first mobile friendly version of theWild Apricot backend - aka admin view - in 2013.It will be released as a Web App, which means it will becompatible with both Apple devices (e.g. iPhone, iPodTouch, iPad) and Android based mobile devices.In the first version, we plan to support the coreviewing/editing features of events, contacts, andmembers, plus some new mobile specific features.
  3. 3. Preview notesIn the following slides, we will demonstrate our currentmobile designs as a set of scenarios.In these scenarios, we will walk you through how anadministrator would use the mobile version of WildApricot to accomplish various tasks.In this particular presentation, we will focus on the tasksrelated to attendee management (e.g. check inattendees, add new attendees, etc).We will review other scenarios (e.g. adding contacts,editing registrations,etc) in separate future presentations.
  4. 4. Scenario 1Checking in an attendee who doesnt have anoutstanding balanceBefore an event begins, many of the attendees have paidtheir registration in advance.As they arrive, the admin needs to quickly find them in theattendee list and and check them in to record theirattendance.To do this ...Background
  5. 5. ... the admin opens the event details screen and browses (or searches) foran attendee.
  6. 6. After finding the right attendee, the admin taps on the check-in circle torecord their attendance.
  7. 7. Scenario 2Checking in an attendee who has anoutstanding balanceBackgroundWhen an event begins, some of the attendees may nothave paid for the event registration yet.Therefore, when they arrive, the admin will need to lookthem up and decide if they want to check them in with orwithout payment for any outstanding balances.
  8. 8. The admin finds the attendee and taps on the check-in circle.Because they have a open balance, an "action sheet" of choices appears.
  9. 9. From the options, the admin selects "Check in with payment" which brings upthe payment recording screen.
  10. 10. From the payment recording screen, the admin can select a tender, addnotes, and select which invoices to record payments for.
  11. 11. Once the admin taps Save, the attendee will have their payment recordedand be checked in.
  12. 12. Scenario 3Adding a new attendee to an eventBackgroundDuring an event, some attendees may arrive who have notregistered for the event yet. These new attendees couldbe existing contacts/members or brand new attendeeswho are not in any of your contact lists (e.g. members,newsletter subscribers, etc).In this case, the admin will need to manually enter theircontact details and event registration details.
  13. 13. ... the admin browses to the event and taps on the Add new attendee row.
  14. 14. This will open the new attendee registration wizard.From here, the admin can select an existing contact or add a brand newcontact.
  15. 15. The first step of the wizard is filling out contact details.
  16. 16. After all details are entered, the admin taps on Next to continue to the EventRegistration step.From the event registration step, the admin can fill out registration details andevent fields.
  17. 17. All fields will be mobile friendly so they are easy to complete.
  18. 18. Once the admin has finished the registration step, he can tap on Next tocontinue to the confirmation step.From the confirmation screen, the admin can review entered details and goBack to correct any mistakes or tap on Save to finalize the registration.
  19. 19. Once the admin taps Save, the attendee will be added to the attendee listwhere he/she can be checked in. (We have decided to keep that separate fornow to simplify design and development.)
  20. 20. Thank you for reviewing our preview.We are looking forward to your comments or suggestion -please post them in our Mobile Administration wishlistthread:http://community.wildapricot.com/permalink/26898/27220/ShowT
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