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Preference Module
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Preference Based Module - Introduction
In this article, we’ll introduce the basic logic behind one of our core modules — the Preference-Based Module, also known simply as the Prefe...
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Allocation Method- Preference Based or Instant Book
When creating an activity signup, it is important to first decide which selection method you will use—Preference-Based or Instant Book. Below...
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Preference - The Creation Flow for a Preference Signup
In this article, we’ll walk you through the flow of a Preference Sign-up in SchoolsBuddy. This includes key terminology and actions you’ll co...
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Preference - Creating a Container
Creating a Container is the first step in setting up your activity programme in SchoolsBuddy. The container acts as the framework for your si...
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Preference - Adding Groups (Activities) to your Preference Based Container
In this article, we'll walk you through the steps to add new groups into a container. This typically happens after creating a preference-base...
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Preference - How to pre-select students for activities
This article explains how to pre-select students for specific activities before signups open. This is especially useful for managing fixed gr...
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Preference - Manually making Students preference selections in SchoolsBuddy
As an admin or super admin, you can monitor student selections during the sign-up window or manually select preferences for students in a pre...
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Preference - Manually Allocating Students in SchoolsBuddy
You can manually allocate students to activities either before or after running the auto-allocation. It’s particularly helpful to do manual a...
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Preference - The Auto Allocation Process
The next step after sign-up closes is Allocation, where students are placed into activities based on their preferences. This article explains...
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Preference - The Student Allocation Overview tab
Once the allocation is done, head over to the Student Allocation Overview tab to get a quick summary of where students have been placed. It’s...
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Preference - Check the Container Block Dates
Block dates are days when activities won’t take place, such as public holidays or parent-teacher conference days. It’s important to enter blo...
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Preference - Generating the Container and Events
Once you're satisfied with the allocations made in your sign-up, the next step is to generate the container. What happens when you generate a...
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Preference - Generating Fees
In this article, we’ll guide you through how to generate fees after allocations have been confirmed and events have been created. Once events...
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Preference - Post Allocation Join Requests
Join Request is a feature that lets students request to join an activity after the signup period has ended—for example, if they joined the sc...
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Preference - Archiving Containers
Once all events in a container have finished, you can archive the container.This will also archive all the groups inside it, helping to keep ...
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Preference – Manually Add Student to Ongoing Activity (After Generation)
This article shows how to manually add a student to an activity group after events have been generated — for example, if a parent or student ...
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Preference - Adding New Groups to an Active Container
This article guides you through the steps to add a new activity (group) to an existing Container after the initial sign-up period has closed,...
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Preference - Extending or Adding Events to an Existing Activity Container
Sometimes, you may want to add more events or extend the activity dates within a container. This is helpful if: A new club has been created...
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Preference - Mass Cancellation or Deletion of Events
Sometimes, you may need to delete or cancel future events in bulk within a preference-based container for a specific date range. This could b...
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Preference - How to copy activities from a previous container
After creating a container and groups for the first time, you can save time by copying the groups to a new container. This is especially usef...
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Preference - How to change activity location/staff after generating the container
Once a Preference Container has been generated, there may be occasions when you need to update certain details for an activity, or make a one...