StarCare for CLC Enhancing the Student Experience Achieving Financial Performance StarCare for CLC Presented by Charles de Guzman & Michelle Dedin

Session Outline Introductions Updates & Answers from StarRez Online Questions Answered by CLC Quick Demonstration for Reporting Open Floor for Q&A

Introductions

WHAT’S NEW in v10.3!!! V10.3 will be available for General Release later this month! Here are some new features: PortalX – More modern web presence to meet new generations expectation and demands Fully responsive User fully empowered to manage features Widget driven for easier expansion New licensed products Zopim Chat DocuSign CONFIDENTIAL CLC – May, 2017

You are in full control of your portal with the ability to: PORTAL EDITOR Portal Editor!!! You are in full control of your portal with the ability to: Add/modify new pages Add/modify settings Add/modify widgets Add/modify choices StarQL Themes …… CONFIDENTIAL CLC – May, 2017

REFUND REQUESTS Request a refund for a given charge group Refund Management Module Request a refund for a given charge group Request will use workflow and go through a series of approval steps Multiple workflows can be created to handle different requests Request can be processed individually or in bulk! CONFIDENTIAL CLC – May, 2017

REPORTS REFRESH REPORTING FEATURES Default landing page lists favorite reports You can search for your favorite report Edit functionality has been added to several standard reports CONFIDENTIAL CLC – May, 2017

Global search allows for searching on: Entries Contacts Events Rooms Visitors …. CONFIDENTIAL CLC – May, 2017

TAGGING is BACK! CONFIDENTIAL CLC – May, 2017

EMAILS! CONFIDENTIAL CLC – May, 2017

MORE FEATURES! ONLINE Program Registration with PortalX Manage multiple programs Charge for programs Control number of tickets individual can buy CONFIDENTIAL CLC – May, 2017

Book an Appointment CONFIDENTIAL CLC – May, 2017

EVENT SUMMARY REPORT -Conference snapshot in one report! Conference Enhancements! EVENT SUMMARY REPORT -Conference snapshot in one report! New EVENT WIZARD CONFIDENTIAL CLC – May, 2017

Conference Enhancements! Improved functions CONFIDENTIAL CLC – May, 2017

Conference Enhancements! Conference Timeline CONFIDENTIAL CLC – May, 2017

V10.4 Sneak Peek! 2017 - CLC CONFIDENTIAL SR Administrator Agents Booking Management SR Administrator Agent Module Agent Organization [Contact] Contact [ContactEntries] Groups Occ Graph Invoices (inc. ability to pay) Reports 2017 - CLC CONFIDENTIAL

StarRez Web compared to StarRez Client Online Questions Answered StarRez Web compared to StarRez Client

Online Questions Answered by CLC Abby from Cambrian asked: “I would like to multi-modify application status’ of a list of students. How can I do this?” To do this, you can select multiple accounts from the entry list, then click on the actions button, then use the option Bulk Edit. You can also use this process to use the Set Value action as well.

Online Questions Answered by CLC Lia from Algonquin asked: “I am trying to create a list off the students I tag. Is there a way in SRW?” Although it may be tough to find and tag all your entries at first (you cannot tag, then search new last name, as your old tag will go away – you must search by scrolling), once you have selected them, you can click on the arrow at the top right to ‘Save as List’

Online Questions Answered by CLC Andrea from Algonquin asked: “I would like to change my password. Can it be done?” You can change your password if you already know it, by clicking the top right and selecting account then change password. If your account has been reset by IT, then you must first use the client to change your password, before logging into SRW.

Online Questions Answered by CLC Kelly from Sheridan and Kurtis from Georgian asked: “The contract dates do not match the check in/out dates when you make a new booking. Can you fix this?” To get these to match, you must first create the booking, change the term to Conference 2017 – it will ask if you’d like to update the booking settings, do not change the dates here, click edit further then change the dates on this new screen. It should then update when you save & close

Online Questions Answered by CLC Jason from TRU asked: “Why can a report be closed and its status is still under investigation?” The workflow of reports in the Campus Life Module are separate than the status’. Since they are not connect, users must change each separately. That said, we can look into a specific data subscription that would allow us to update the status of a report once it is closed.

Quick Report Fundamental to Duplicate by Criteria Demonstration Time Quick Report Fundamental to Duplicate by Criteria

The Floor is now open to the group! Questions and Answers The Floor is now open to the group!

Charles de Guzman – CLC Michelle Dedin - StarRez Thank You! Charles de Guzman – CLC Michelle Dedin - StarRez