After downloading your User Template, it should open natively in a spreadsheet program such as Microsoft Excel, or OpenOffice. Should it open in a text editor instead (Notepad, Wordpad etc), please check if you require a spreadsheet program to be installed on your computer or if the file association needs to be adjusted (the file type is csv).
Tip: It is possible to complete the template using a text editor, but it will be very time-consuming and also make it very difficult to spot any keying errors.
When opening the template, it will be pre-populated with details of all your existing users. If you are a new site, the likelihood is that only the default ‘admin’ account is included.
Each row represents a single user, whilst columns A to K are the settings for that user.
Tip: The columns do not auto-expand to fit the text. Therefore, you may need to manually adjust their widths to see everything clearly.
The import process consists of eleven core settings. Details of each setting are covered fully starting on the next page of this document.
The key point to note is that the first column (REF) must not be changed. You can amend any other setting for an existing user but the number listed in column A must stay exactly the same. When adding a new user, leave this entry blank.
Please also note that the Booking System also includes several optional settings that are not covered by this import. Therefore, once the import is complete, you may need to return to the main User page and make any final adjustments.
To add the details for a new user, start on the line immediately below the final existing one.
Hopefully, this is already apparent, but this import is for users who can login to SchoolBooking and access the various modules… If you are a lettings site, hirer details should not be included here.
After completing your template, save it, and then proceed to Stage Three of the Import Process.