Group creation comes in handy if an activity calls for participants to be split up based on certain criteria (team requirements, age, gender, skill level, etc...). To manage grouping, go to the Activities>Registration subtab and click on the activity name and then the Group tab.
Session and drop-in participants can be grouped as you see fit and are shown in the Session and Groups subtabs, as well as when printing your attendance lists.
How to manually create custom groups
To create a new custom group:
Click + New Group and give it a name. Create as many as needed.
The group will appear to the right of your list of Unassigned Persons.
Click and drag each participant to the appropriate group. Pay attention to friend pairing!
How to create groups with the Creation assistant
You can use the creation assistant to create groups by age or by random assignment:
Indicate how many groups you want to create.
Session-based participants will be grouped automatically.
You can click and drag on their name to move them on your own.
You can still add manual groups by clicking +New Group.
You can edit the group by selecting the pencil icon, and delete a group by selecting the garbage can. Deleting a group will shuffle the participants back to the unassigned column.
Groups can filtered by skill, and sorted by age, name or gender (if applicable).
❗ These groups don't support automatic pairing with a friend.
How to pair with a friend
It's always nice spending time with a friend! SmartRec helps you pair a participant with a friend if both participants are registered for the same activity.
A great way to know if someone wants to be paired with a friend is by including a question on your child form which allows them to indicate they have a friend. If they do, when linking friends, you'll see a participant's name under the 'Friend (form)' column. You still need to perform the actual link so that it is visible on the Groups tab.
Here's how two linked friends appear on your group page:
Instructions on how to pair (i.e. link) with a friend
Link friends in the Clients>People tab:
Click Operations and then Link friends.
Search the name of the participant and click the Change button.
Search the name of the friend. Once found, click the Select button.
If a name appears under the 'Real friend' column, the link was successful!
👉 When linking two friends, you need to repeat the process for both participants.
Modify or Delete a Group
At any time, you can change a group name by clicking the crayon icon. You can delete a group by clicking the garbage can icon.
If you delete a group, its participants return to the 'Unassigned Persons' list.