# OnTrack ## OnTrack - [OnTrack Docs](https://docs.c360.org/getting-started/ontrack-docs.md): OnTrack is designed to simplify and streamline participant management - [Setting Up Stripe](https://docs.c360.org/getting-started/ontrack-docs/setting-up-stripe.md): Stripe, a widely used payment processor, is utilized by C360 in the background to handle transaction processing. To enable payment processing within OnTrack, you will need certain sensitive informatio - [Logging In](https://docs.c360.org/getting-started/logging-in.md) - [User Accounts](https://docs.c360.org/getting-started/logging-in/user-accounts.md): Having unique User Accounts also allows for personalized settings and permissions tailored to each user's role and responsibilities. - [Creating User Accounts](https://docs.c360.org/getting-started/logging-in/user-accounts/creating-user-accounts.md): From the User Accounts Module, select the '+ Add User' button from the top left corner. - [Managing User Privileges](https://docs.c360.org/getting-started/logging-in/user-accounts/managing-user-privileges.md): You can control specific privileges for each user, allowing or denying them access to modules. By default, new users have access to every module. - [Resetting Passwords](https://docs.c360.org/getting-started/logging-in/user-accounts/resetting-passwords.md) - [Editing & Deleting Accounts](https://docs.c360.org/getting-started/logging-in/user-accounts/editing-and-deleting-accounts.md) - [Navigating](https://docs.c360.org/getting-started/navigating.md) - [Configuration](https://docs.c360.org/getting-started/configuration.md): In order to optimize the functionality of your database, some configuration is necessary. - [General Settings](https://docs.c360.org/getting-started/configuration/general-settings.md): Here, in the SiteSetup Module, you have the ability to configure the general settings of your database. - [Payment Receipts](https://docs.c360.org/getting-started/configuration/general-settings/payment-receipts.md): You can configure the email that is sent to a Parent when a Payment is made within the general setting of the SiteSetup Module. - [Portal Settings](https://docs.c360.org/getting-started/configuration/portal-settings.md): There are various customizations you can make to OnTrack Portals. - [Understanding Constituents](https://docs.c360.org/constituents/understanding-constituents.md): In OnTrack, constituents are people (participants, parents) who interact with your organization. They are the core of OnTrack and almost every record will tied to a constituent. - [Navigating The Constituent Module](https://docs.c360.org/constituents/navigating-the-constituent-module.md): The Constituent Module consists of three primary components: search, view (table), and the detail sidebar. - [Merging Constituents](https://docs.c360.org/constituents/navigating-the-constituent-module/merging-constituents.md) - [Adding Constituents](https://docs.c360.org/constituents/adding-constituents.md) - [Batch Adding Participants](https://docs.c360.org/constituents/adding-constituents/batch-adding-participants.md) - [Constituent Details](https://docs.c360.org/constituents/constituent-details.md): The sidebar in the Constituents Module allows you to manage various aspects of a constituent. It provides summary sections that can be expanded to reveal detailed information. - [Profile Image](https://docs.c360.org/constituents/constituent-details/profile-image.md) - [Unique IDs](https://docs.c360.org/constituents/constituent-details/unique-ids.md): Each constituent in the C360 system is assigned a unique ID number, which serves as a distinct identifier for that constituent. - [Tag Management](https://docs.c360.org/constituents/constituent-details/tag-management.md): Tags are a versatile tool that allows you to attach custom data to various types of records, with a primary focus on Constituent records. - [Customizing Allergies & Medications](https://docs.c360.org/constituents/constituent-details/customizing-allergies-and-medications.md) - [Relationship Management](https://docs.c360.org/constituents/constituent-details/relationship-management.md): In C360, households can be dynamically designed by establishing relationships between constituents. This feature enables better contact and payment management within the system. - [Managing Notes](https://docs.c360.org/constituents/constituent-details/managing-notes.md) - [SMS Phone Numbers](https://docs.c360.org/constituents/constituent-details/sms-phone-numbers.md): Each constituent is permitted to have a single unique telephone number that can receive SMS messages and grants access to the Parent Portal for Parent constituents. - [Taking Payments](https://docs.c360.org/constituents/constituent-details/taking-payments.md): OnTrack provides the flexibility to make various types of payments towards outstanding balances. - [Processing Refunds](https://docs.c360.org/constituents/constituent-details/taking-payments/processing-refunds.md) - [Constituent Clean-up](https://docs.c360.org/constituents/constituent-clean-up.md): Data happens, learn how to clean-up constituents in OnTrack - [Understanding Memberships](https://docs.c360.org/memberships/understanding-memberships.md): Each Participant at your organization has a Membership record, which allows you to track their participation with various details, including their current membership status in your programming. - [Adding Memberships](https://docs.c360.org/memberships/adding-memberships.md) - [Renewing Memberships](https://docs.c360.org/memberships/adding-memberships/renewing-memberships.md) - [Searching Memberships](https://docs.c360.org/memberships/adding-memberships/searching-memberships.md) - [Understanding Programs](https://docs.c360.org/programming/understanding-programs.md) - [Schedules](https://docs.c360.org/programming/schedules.md) - [Building Schedules](https://docs.c360.org/programming/schedules/building-schedules.md) - [Adding Recurring/Bulk Classes](https://docs.c360.org/programming/schedules/building-schedules/adding-recurring-bulk-classes.md): When classes occur on the same day of the week at the same time, you can use the Class Wizard to create recurring classes for a given Program. - [Adding Program Templates](https://docs.c360.org/programming/schedules/adding-program-templates.md): Programs serve as the fundamental content areas of your organization's programming and can be reused across different Schedules. - [Rosters](https://docs.c360.org/programming/schedules/rosters.md): Every Participant who will be enrolled in any level within a Schedule must first be added to the primary roster. Once added to the primary roster, they become eligible to be enrolled at any level. - [Schedule Actions](https://docs.c360.org/programming/schedules/rosters/schedule-actions.md): Directly from a schedule, you can accomplish various time-saving quick actions, most involving rosters. - [Fee Management](https://docs.c360.org/programming/schedules/fee-management.md) - [Core Essential Services & Topics](https://docs.c360.org/programming/core-essential-services-and-topics.md): Get to know how these two fields can give you better insight to your reports - [Register Participants](https://docs.c360.org/registration/register-participants.md): How to register and enroll participants using your customizable registration form - [Online Registration](https://docs.c360.org/registration/online-registration.md): Streamline participant enrollment with our user-friendly online registration portal, designed for every parent - [Parent Portal](https://docs.c360.org/registration/online-registration/parent-portal.md): User-friendly and accessible online portal for parents to register participants - [Registration](https://docs.c360.org/registration/online-registration/parent-portal/registration.md): The registration process for new parents - [Dashboard](https://docs.c360.org/registration/online-registration/parent-portal/dashboard.md): Parent portal dashboard - [Making Programs Available Online](https://docs.c360.org/registration/online-registration/making-programs-available-online.md) - [Making Memberships Available Online](https://docs.c360.org/registration/online-registration/making-memberships-available-online.md): Control which membership levels are selectable from the parent portal - [Registration Settings](https://docs.c360.org/registration/registration-settings.md): Configure the way your parent portal needs to work to meet your organizations needs - [Notifications](https://docs.c360.org/registration/registration-settings/notifications.md): Learn how to configure email templates to create customized parent portal notifications - [Registration Form](https://docs.c360.org/registration/registration-form.md): Tailor your online registration form to fit your needs with the new Form Builder - [Taking Attendance](https://docs.c360.org/attendance/taking-attendance.md): OnTrack offers a variety of features and functions to accommodate different organizations' attendance-taking processes and procedures. - [Center Attendance](https://docs.c360.org/attendance/taking-attendance/center-attendance.md): Center attendance is the most commonly used method for tracking attendance. There are multiple approaches available to record center attendance, with a range of features and functionalities. - [Individual Attendance](https://docs.c360.org/attendance/taking-attendance/center-attendance/individual-attendance.md): You can check in every single one of your participants individually in OnTrack. While significantly slower than batch options, it allows for you staff to see important details about your participant. - [Back Entering Attendance](https://docs.c360.org/attendance/taking-attendance/center-attendance/individual-attendance/back-entering-attendance.md) - [Bulk Attendance](https://docs.c360.org/attendance/taking-attendance/center-attendance/bulk-attendance.md): You can use batch check-in to quickly record attendance for a larger group of participants in one fell swoop, saving signifanct time. - [Program Attendance](https://docs.c360.org/attendance/taking-attendance/program-attendance.md): If your organization tracks program-specific attendance, you can utilize the Programs Module to manage and track. - [Taking Attendance](https://docs.c360.org/attendance/taking-attendance/program-attendance/taking-attendance.md) - [Instructor Portal](https://docs.c360.org/attendance/taking-attendance/program-attendance/instructor-portal.md): This document is intended for Staff members' use only and should not be shared otherwise. It contains references to features that are not accessible to Instructors due to permission restrictions. - [Logging In & Taking Attendance](https://docs.c360.org/attendance/taking-attendance/program-attendance/instructor-portal/logging-in-and-taking-attendance.md): To access the Instructor Portal, first, ensure that you have created and assigned an Instructor to a Class in the Schedule. Make sure the assigned Instructor has a SMS mobile number. - [Configuring Custom Messages](https://docs.c360.org/attendance/taking-attendance/program-attendance/instructor-portal/configuring-custom-messages.md): There are two areas of the Instructor Portal you can customize messages: the login page and the dashboard landing page. Additionally, you can also configure a special alert message. - [Modifying & Deleting Attendance](https://docs.c360.org/attendance/modifying-and-deleting-attendance.md): Once attendance is taken - whether it is center or program attendance - it can be managed. - [Check-In Cards](https://docs.c360.org/attendance/check-in-cards.md): A check-in or scan-in card is a convenient method for participants to check in at the front door using either a handheld USB barcode reader or webcam. - [Printing Check-In Cards](https://docs.c360.org/attendance/check-in-cards/printing-check-in-cards.md): You have the flexibility to print check-in cards for multiple participants at once or for individual participants as needed. - [Emergency Roster](https://docs.c360.org/attendance/emergency-roster.md): In the event of a fire drill or emergency, you can quickly access a roster of all checked in Participants. - [C360 BI](https://docs.c360.org/reporting/c360-bi.md): Compass-360 comes integrated with a reporting tool called C360 BI. It’s a dynamic and robust tool that gives you complete access to every bit of data in your Compass-360 database. - [Navigation & Terminology](https://docs.c360.org/reporting/c360-bi/navigation-and-terminology.md) - [Collections](https://docs.c360.org/reporting/c360-bi/collections.md): Collections are a fancy name for folders within C360 BI. They help us organize our questions and dashboards in a readable and logical way. - [Questions](https://docs.c360.org/reporting/c360-bi/questions.md) - [Accounting](https://docs.c360.org/reporting/accounting.md): Learn how to run common reconciliation reports between OnTrack transactions and Stripe bank payouts - [Data Definitions](https://docs.c360.org/reporting/data-definitions.md): Within the Compass-360 application there are several data sources or tables of data. Think of these as Excel documents. - [Locations & Venues](https://docs.c360.org/locations-files-and-email-templates/locations-and-venues.md): By leveraging the flexibility of the system's location configuration, you can effectively manage and track the usage of different locations and streamline processes. - [File Assets](https://docs.c360.org/locations-files-and-email-templates/file-assets.md): In your database, you have access to the File Assets Module, which provides unlimited storage capacity for various types of documents. - [Email Templates & Messages](https://docs.c360.org/locations-files-and-email-templates/email-templates-and-messages.md) - [Email Templates](https://docs.c360.org/locations-files-and-email-templates/email-templates-and-messages/email-templates.md): Creating reusable, configureable, email templates to be used in notifications or communications - [Viewing Sent Messages](https://docs.c360.org/locations-files-and-email-templates/email-templates-and-messages/viewing-sent-messages.md) - [Releases](https://docs.c360.org/updates/releases.md): New Features, bug fixes and other OnTrack release notes - [Parent Portal, Custom Forms & More](https://docs.c360.org/updates/releases/parent-portal-custom-forms-and-more.md): A new user-friendly parent portal with complete customization - [Change Log](https://docs.c360.org/updates/change-log.md): Whats new in OnTrack --- # Agent Instructions This documentation is published with GitBook. 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