Implementation Request We’re super excited to support you with your implementation request! Have a bug to report? Please submit here Step 1 of 14 7% Username*Your Hubbli Site AddressType of System Management Request*FormWebpageAppointment CalendarProgramCalendar EventChange a UsernameCreate a StudentCreate UsersOtherAre you an onboarding customer?*YesNo Form InformationForm Job Type*Update to an existing formCreate a new formLink to existing formNew form titleDoes it require user to be logged in to access this form?YesNoUpload file of example form Drop files here or InstructionsDoes this form require a workflow?YesNoNot sureWork flow stepsPlease tell us what happens after this form is submitted, and we'll let you know if we think we can automateNotification InfoWhen the new form gets submitted we can notify the users in your site. Please specify the email address of the user who needs to be informed of the submissionWho needs to be informed of the submission Click ⊕ sign to add moreConfirmation InfoWhen the new form gets submitted we can display confirmation message to the user. Type of ConfirmationStandardCustom MessageRedirect to Another PageStandardCustom MessageRedirect toEntry View PermissionWe can allow particular roles to view/update the entries. Please specify the roles if any.Roles allowed to view their existing own entries Parent Teacher Prospect None Roles allowed to modify their own entries Parent Teacher Prospect None Roles allowed to view others entries Parent Teacher Prospect None Roles allowed to modify others entries Parent Teacher Prospect None We can allow particular users to view/update the entries. Please specify the users if any.Users allowed to view their existing entriesUsers allowed to view others entriesUsers allowed to modify their entriesUsers allowed to modify others entries Webpage InformationWebpage Job Type*Update to an existing pageCreate a new pageExisting web pageWhat should the title of this new web page be?Who should see this web page?Only AdminAny user that is logged into your Hubbli siteAnyone from the general public visiting your siteWhere should people find this web page?On the main navigation menuAs a link or button found inside another web pagePlease copy and paste a link to the page where this link or button should foundContent to add to pageFiles or images to be used in the page Drop files here or InstructionsSEO Keyword for this pageIf you have written the cotent of this page to be optimized on search engines for a particular keyword, please type it here. Appointment InformationAppointment Job Type*Create a new appointment calendarUpdate to an existing appointment calendarName of the service, i.e. School Tour*Username of staff member who needs to be booked for this service.*Email address of staff member who needs to be booked for this service.* Duration of the appointments (minutes)*I would like to add padding timeBeforeAfterNonePadding Time (Minutes)Recurring or Specific Dates?*If you need to create an appointment calendar that is available the same days, every week, then select 'Recurring'. (i.e. school tours every Tuesday and Thursday between 10:00 AM and 1:00 PM) But if you only want these appointments available on specific dates, then select the Specific Dates option. (i.e. Parent/Teacher conferences)RecurringSpecific DatesAvailable days and timesDay Please specify the day available eg: Tuesday Available Timings Please specify the timings for the corresponding day eg: 10:00 AM-5:00 PM Break Time If you would like to have break time during the service, please specify If you would like to add multiple day/date, please click ⊕ sign.DayAvailable TimingsBreak Time Available days and timesDate Please specify the date available eg: 29-Dec-2017 Available Timings Please specify the timings for the corresponding date eg: 10:00 AM-5:00 PM Break Time If you would like to have break time during the service, please specify If you would like to add multiple day/date, please click ⊕ sign.DayAvailable TimingsBreak Time Instructions Program/Classroom InformationNAME OF THE PROGRAMCAPACITYSTART DATE Date Format: MM slash DD slash YYYY END DATE Date Format: MM slash DD slash YYYY TEACHERSDAYS OFFEREDNAME OF STUDENTS Click ⊕ sign to add moreUpload file Drop files here or If you want to add a lot of students at once, feel free to upload a file or document. Do you want to add another program?YesNoProgram/Classroom InformationNAME OF THE PROGRAMCAPACITYSTART DATE Date Format: MM slash DD slash YYYY END DATE Date Format: MM slash DD slash YYYY TEACHERSDAYS OFFEREDNAME OF STUDENTS Click ⊕ sign to add moreDo you want to add another program?YesNoProgram/Classroom InformationNAME OF THE PROGRAMCAPACITYSTART DATE Date Format: MM slash DD slash YYYY END DATE Date Format: MM slash DD slash YYYY TEACHERSDAYS OFFEREDNAME OF STUDENTS Click ⊕ sign to add moreDo you want to add another program?YesNoProgram/Classroom InformationNAME OF THE PROGRAMCAPACITYSTART DATE Date Format: MM slash DD slash YYYY END DATE Date Format: MM slash DD slash YYYY TEACHERSDAYS OFFEREDNAME OF STUDENTS Click ⊕ sign to add moreDo you want to add another program?YesNoProgram/Classroom InformationNAME OF THE PROGRAMCAPACITYSTART DATE Date Format: MM slash DD slash YYYY END DATE Date Format: MM slash DD slash YYYY TEACHERSDAYS OFFEREDNAME OF STUDENTS Click ⊕ sign to add more You want us to createIndividual EventBulk EventsIndividual EventEvent TitleEvent locationEvent Start Date Date Format: MM slash DD slash YYYY Event End Date Date Format: MM slash DD slash YYYY Event Start Time : HH MM AM PM Event End Time : HH MM AM PM Is this a public announcement event?YesNoIf this is a public announcement event, the users will not be able to RSVP the event.Enter the maximum attendees for this eventIs this a group event?YesNoIf this is a group event, only group members will be able to see the event.Specify the group names Do you want to add content to the event page?YesNoPlease type the content here.If you would like to add some picture to the event page, please upload here. Drop files here or Bulk EventsPlease upload your existing school event calendar Drop files here or Student Name First Last Account NameInvoice TitleItemDescriptionRateQtyDiscount % Click ⊕ sign to add more itemsCreditDescriptionRateQty Schedule for (Date) Date Format: MM slash DD slash YYYY Schedule for (Time) : HH MM AM PM Due by (Date) Date Format: MM slash DD slash YYYY Do you want to make this invoice recurring?YesNoRecurring Invoice CreationNumber of times this invoice should recurRecurring Start Date Date Format: MM slash DD slash YYYY FrequencyWeeklyMonthlyQuarterlyYearlyCustomRecur everyTerms & NotesTermsNotes Account NameAssociated UsersNameEmail Accounts can have multiple users associated. Each user will receive notifications. Click ⊕ sign to add more.Associated Students Click ⊕ sign to add more. Account NameApplying this amount toOldest outstanding invoiceSpecific invoicePlease note: We will be applying this payment to the oldest outstanding invoice.Invoice IdMode of PaymentChequeCashCredit Card MachineAutomatic Bank Draft.Cheque NoAmountUpload a picture of the cheque (optional)If you open this form on a smartphone browser you can use this field to trigger your camera. Drop files here or User ManagementIncorrect UsernameNew UsernameEmail of User Student ManagementStudent Name First Last Parent 1 Name First Last Parent 1 Email Parent 2 Name First Last Parent 2 Email User ManagementPlease choose one optionCreate a userUpload users in bulkCreate a userUser Name First Last User Email User RoleParentTeacherAdministratorUpload Users In BulkHow To Prepare Your Member Import List The first step is to download the member import template which you will then send to us so we can import it for you. Click the link to download the template: Members Import Template These four fields (first_name, last_name,user_email and student name) are the minimum requirements to create a parent account. For the Staff/Teacher/Administrator account (first_name, last_name,user_email, role) are the minimum requirements to create an account. In order for an account to be created, each user must have their own unique email address. If two parents have the same email, only the first account will be created. If a user is a parent and a staff member, they need to have two unique email addresses in order to have two separate accounts for each role.Please Upload Prepared User list Here Drop files here or Accepted file types: xlsx. Other System Management RequestPlease tell us what can we do for you?Upload any supporting files Drop files here or Accepted file types: docx, pdf. Do you have a deadline that you need this completed by?YesNoI need this completed by: Date Format: MM slash DD slash YYYY
