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A user who is in the field visiting a center and wishes to update the payment information for a group, or a user who wants to check meetings or clients when visiting a center, can do so from the app.

On this page:

Opening the centers list

  1. Once you have logged in, you can open the side nav by sliding in your finger from the left, or by tapping the three lines in the top left.


  2. You can open the centers list by tapping on 'Centers' as shown below.



Checking groups and group members

  1. Once you are in the center lists, you can search a center using the search button in the top right or scrolling down the list.


  2. When you have found the center which you are interested in, you can tap on it, and get access to the different groups.


  3. Then, if you want to know the group members, you can tap on the group name and the lists of clients will appear.




Checking visits and updating payments

Also, you can check if you have meetings in a center and date.


  1. Once you've opened the center lists, you can search a center by using the search button or by scrolling down the list.


  2. If you tap and hold on a center, a date picker will appear. You can check meetings by selecting a date and tapping 'OK'.

  3. Now, you should see the list of your meetings, and you'll be able to update the payments.



  1. Once you've updated the payments, you can save it by clicking on the Save button on the action bar, and you can check that is saved fine refreshing this collection sheets(you should use the refresh button on the action bar).

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