Having trouble with Sunago Community or have a question about how to make something happen? You're in the right place. Here are answers to some of the most common questions we've come across. If you can't find what you're looking for or would just rather talk to a person, feel free to drop us an e-mail at scott@phoreo.com and we'll get it sorted out!
Your organization's Sunago account has its own front door (called a subdomain). This looks like "http://myorganization.sunago.org," where "myorganization" is the name you (or someone at your organization) chose when they signed up. If you've forgotten your login address or need help finding out what it should be, drop us an e-mail (hello@phoreo.com) and we'll help you out.
To add a person to Sunago, just log in and click "Add a Person." If you prefer keyboard shortcuts, you can also press Ctrl+N from any screen in the application. Only the first and last name fields are required.
To add a whole family at once, click "Add a Family." If everyone in the family shares a phone number and last name, you only need to enter it at the top; Sunago will automatically use it for the rest o the family.
If your organization is using the Child Care / Family Check-in module, be sure to enter a PIN number for adults and set the family roles for members (Husband/Wife/Child/etc). These fields are required for use with this module.
The quickest way to find someone in Sunago is to click Browse on the Dashboard screen. Using the search box at the top, you can find someone by name, phone number, or e-mail address. If you're not sure how to spell their name, type slowly and Sunago will automatically begin filtering your results as you type.
If you're looking to run a more advanced search, see Creating a Report below.
To create a report in Sunago, just click the Reports tab at the top of the screen. Then, choose which type of report you'd like to create.
Individual Reports
To build an individual report, begin by clicking the Reports tab at the top of the screen, then select Individual Report.
Member Types restricts your search to specific member types you've set up. Just check the types you're interested in. If you leave all checkboxes blank, no filter will be set (in other words, you don't have to go through and check all of them yourself).
Families lets you filter results according to whether or not a person is a member of a family. By default, everyone will be returned in the search.
Group Types lets you restrict your search to members who belong to particular group types. Just check the boxes you're interested in. As with member types, leaving all boxes unchecked means that everyone will be returned.
Location lets you run a geographic search by looking for people within so many miles of a particular location. If you'd like to find someone within one mile of Portland, Oregon's Pearl district, you might type: "Show me people within [2] miles of [NW 10th and Lovejoy, Portland OR]." You can enter a city, state, postal code, intersection, address, or latitude/longitude coordinates into this field (i.e., anything you could enter in a Google Map search).
Age lets you filter people by birthdate. Simply enter a date range. You can leave the start date or end date blank if you like, but if you choose to use this filter you must fill out the full month/day/year for each option.
Gender lets you search for people based on their gender - either men, women, or both which returns everyone.
Date added/updated in Sunago lets you search for people based on when their information was entered (or updated) in the system. This feature is handy for organizations who sync data in and out of Sunago with another database because it lets you see what has changed since a given date. Just enter the start/end dates you'd like to search by. As with birth dates above, you must fill out the full month/day/year for each option you're searching by.
Follow-ups
To view a list of people who have requested to be contacted by a member of your organization, click the Reports tab in the menu bar, then choose Follow-ups.
You'll see a list of everyone who has requested a contact, the reason, when their original request was made, and its current status. Follow-ups are sorted by status (either Waiting or Complete) and the date they were requested. As a side note, when a follow-up is requested, the staff member you've set to be responsible for this type of request is automatically e-mailed.
To view the person's contact information, click their name and you'll be taken to their profile with their address, phone number, and e-mail address.
Once a person has been contacted, click Check Off to mark it complete.
If a follow-up was mistakenly added, you can also click Delete to remove it.
Events and Attendance
Event and Attendance reports let you view attendance history for your organization's events. To build an Event / Attendance report, click the Reports tab in the menu bar, then choose Events and Attendance.
You'll see a list of all events that your organization has created in Sunago. If you've set up Repeating Events, these will be listed at the top, with specific instances appearing in "All Events" below.
To view attendance information for an event, just click its name.
If you're using the Child Care / Family Check-in module, you'll see a list of Kiosk check-ins first. This listing shows the name of the child checked in, the name of the person who checked them in (or Volunteer if this person is a volunteer, not a child), the pager number used to contact them, the unique check-in code assigned, their group, status, and time of the check-in.
Use the filters just above this list to build your report based on group, or role.
You can also sort the list by clicking the "Person," "Group," "Status," or "Checked In (Date/Time)" heading.
If you're not using the check-in module (or are viewing an event to which check-ins do not apply), you'll see a list of attendees who have been added to this event below. This listing includes their name, address, phone number, e-mail, and member status.
To view a person's profile, click their name. If you'd like to remove them from the event, just click the Remove button.
If you want to contact just one person, the fastest way is to simply browse to their profile and click their e-mail address.
But if you'd like to contact a larger group of people – or everyone – that's easy, too. Start by adding the people you'd like to contact to "My Selection." "My Selection" is like a holding area that lets you build a list of people to contact (and more). You can do this from the "Browse People" screen, by building a report, by selecting a group, and more. Just look for links labeled "Select" or "Add to My Selection."
Once you've selected people to contact, click the Dashboard tab, then My Selection to preview your list. If you're satisfied, click Email my Selection at the right and type out your message. You'll be warned if you've selected people who have no e-mail address on file (no message will be sent to people who do not have an address listed).
Click "Send" when you're ready, and your message will begin delivery in under a minute. If you've selected a large number of people (hundreds or several thousand), your messages will be sent in batches by our mail server to prevent providers such as GMail from flagging them as spam. This may take anywhere from a few minutes to a couple hours depending on the size of your list.
Sunago helps you keep track of people with different skills and certifications, enabling you to search for them when you need people to help with a project.
Setting up Skills and Certifications
The first step is setting up the list of skills that you'd like to track. To do this, click the Admin tab in the menu bar, then choose Gifts and Skills. Your account comes with a few by default, which you can edit or remove using the "Edit" and "Delete" buttons.
To add additional skills or certifications, just click the "Add a Skill or Certification" link on this screen. Give it a name and description (optional), then click save.
Adding Skills and Certifications to Profiles
Once you've set up the skills and certifications that you'd like to track, it's time to add them to people's profiles. To add a skill to someone's profile, pull up their profile. Once you're there, select a skill from the drop-down box in the middle column and click the "Add Skill" button to update their profile.
You can also add (or remove) a skill or certification to many people at once using the My Selection tool. Just add the people you'd like to your selection, then click "Show/Hide Bulk Operations." Choose the skill you'd like to add them, then click "Add Skill" and you're set.
Searching for Volunteers
To search for people based on skills and certifications, click the "Resources" tab in the menu bar and select the skill or certification you'd like to search. Click the "Search" button, and you'll see a list of everyone who has been tagged with that skill or certification.
You can contact them by adding them to your selection, then clicking "E-mail my Selection." You can also use My Selection to print address labels by clicking "Print Address Labels" from the "My Selection" screen.
Many organizations have different levels of membership, such as Visitor, Regular Attender, Member, Staff, etc. Sunago helps you organize people into these different classifications, which you can later use in building reports to contact people, print address labels, and more.
To set up Member Types, log in and click the Admin tab, then choose Member Types. You'll see a list of the member types currently set up. Click one listed to edit it, or click "Add a Member Type" to create a new one.
Give the new member type a name and description (optional), then click Save.
This member type will now be available to you when you're creating or editing a person's profile. If you'd like to assign this member type to a large number of people, use the My Selection tool.
Just add the people you'd like to contact to your selection. You can do this from the main "Browse People" screen (for everyone), at the individual level by clicking "Select" next to their name, to a series of Groups, by building a report using the Reports tool, along with a few other ways. Just look links labeled "Select" or "Add to Selection" button.
Once you have your list gathered, click Show Bulk Operations on the View Selection screen, set the new member type, and click "Update Member Type." You're set!
You can use Sunago to print address labels for a few people or a few thousand. It's easy.
Just add the people you'd like to contact to your selection. You can do this from the main "Browse People" screen (for everyone), at the individual level by clicking "Select" next to their name, to a series of Groups, by building a report using the Reports tool, along with a few other ways. Just look links labeled "Select" or "Add to Selection" button.
Once you've gathered your selection, just click the "Print Address Labels" link at the right. Choose a paper size - either Letter (US; default), or A4 (Europe) and a label size. Sunago currently supports Avery's 5160, 5161, L7162, and J8651 templates. If you have another template size that you'd like added, drop us an e-mail; we may be able to add it within the day.
When you click Print, your labels will be prepared and downloaded as a PDF file. Just open it up using Adobe Reader (Mac/PC) or Preview (Mac), load the label paper in your printer according to the instructions on the package, and click Print.
If you just want to print labels for a particular Group, there's a shortcut. Just browse to the group's profile page in Sunago and click "Print Address Labels."
Sunago is great for making sure that none of your members or new contacts fall through the cracks.
Setting up Follow-ups
The first set is setting up the types of follow-ups or contact requests that you'd like to track. To get started, either click the "Manage Follow-ups" button on the Dashboard (under Power Tools), or click the Admin tab and choose Manage Follow-ups. Click "Add a Follow-up," then give it a name and description (optional). Then, choose a user to assign the follow-up. When this follow-up is placed on someone's profile, this user will automatically receive an e-mail notifying them to get in touch. Finally, mark it as Active if you'd like the follow-up to appear in the list of current follow-ups (which you might wish to change over time - for example, during a promotion, when planning an event, or accepting signups).
Adding Follow-ups to People's Profiles
Once you have your basic follow-ups set up, you're ready to tag people. You can do this one-by-one, or as a batch. The quickest way to tag someone is by pulling up their profile, selecting a follow-up from the drop-down box in the left column, and clicking "Add Followup." The user responsible for follow-ups of this type will automatically receive an e-mail notifying them that someone is waiting to be contacted.
You can also add follow-ups to an individual's profile when you first create them (for example, if you're entering information from a contact card). Just check the appropriate follow-ups at the bottom left before clicking Save.
Finally, you can add follow-ups to people's profiles in bulk using the My Selection tool. Just add the people you'd like to your selection, then click "Show/Hide Bulk Operations." Choose the follow-up you'd like to place on their profile, then click "Add Followup" and you're set.
Viewing Pending Follow-ups
To view the list of all people who have a follow-up placed on their profile, click the "Follow Up with Contacts" icon on the Dashboard in the Quick Tasks section.
You'll see a list of everyone who has requested a contact, the reason, when their original request was made, and its current status. Follow-ups are sorted by status (either Waiting or Complete) and the date they were requested. As a side note, when a follow-up is requested, the staff member you've set to be responsible for this type of request is automatically e-mailed.
To view the person's contact information, click their name and you'll be taken to their profile with their address, phone number, and e-mail address.
Once a person has been contacted, click Check Off to mark it complete.
If a follow-up was mistakenly added, you can also click Delete to remove it.
Of course! We're huge proponents of data portability and want to make sure that you have everything you need to put your data into Sunago - and get it out, should you choose.
Sunago handles data import and export through CSV, which is a common file format used for data exchange. You can create and read these files using applications such as Microsoft Excel and Access (Mac/PC), OpenOffice (Mac/PC/Linux), along with most proprietary database systems.
Before importing your data, you'll need to set up your CSV file in a way that Sunago can understand. You can download a sample CSV file to show you how to format your columns here: http://www.sunago.org/assets/sample.csv
Once you have your CSV file formatted according to sample.csv's column structure, log into Sunago, click the Admin tab, and choose Import Data. We recommend attempting to import a small batch of people first (10 or so) before moving on to pull the rest of your data in. When you're ready, click "Choose File," attach your CSV, and click Import.
If there are any problems importing your data, Sunago will let you know which line is causing an error to help you fix it. If you continue to have trouble after making adjustments, feel free to drop us an e-mail at hello@phoreo.com and we'll help you out.
If you need technical assistance with preparing your data or have a very large amount of information to import, let us know. Data import services are premium, but generally much cheaper than re-entering all data by hand.
Of course! Your data is yours. If at any point you'd like to cancel your Sunago subscription or move to another platform, you can export your individual and family data in two clicks. Just log in, click Browse People (or Browse Families), then click "Export for Excel." Your data will be exported into a CSV file that you can open in spreadsheet software such as Microsoft Excel or OpenOffice, as well as database software like Microsoft Access.
If you like, we can also zip up all of the profile photos for your account. Just let us know a couple days ahead of time and we'll prepare them for you. We'll be sorry to see you go, but happy to help pack up your data.
Well, maybe. Syncing with other databases is difficult because companies use different formats and ways of organizing data that are not compatible. However, our commitment to data portability and embrace of open standards ensures that you'll at the very least be able to move data into and out of the system as you like. Short answer: our tools will help you accomplish this if you must, but the process will not be automatic.
One way to achieve a level of synchronization is to run a Report in Sunago to find out which individuals have been added to the system or had their information updated since a certain date (say, your last sync). To create a Report like this, log in and click the Reports tab in the menu bar. Choose Individuals, then scroll down to the bottom. Set the "Date added / updated in Sunago" fields as you'd like then click View Report, and your report will be ready in a second.
You can then export this data as a CSV file for use with Microsoft Excel, Access, OpenOffice, or other spreadsheet/database software.
If your other database software supports a data export process similar to this, you can create a CSV file according to Sunago's format and import it using the sample file provided here: http://www.sunago.org/assets/sample.csv
Note that importing this data will not update or overwrite existing records in the system; it will create duplicates if these people already exist. As such, this process helps you ensure that the same people are in each database, but it will not overwrite data. You'll need to merge changes like this by hand. However, the "updated since" options in Sunago will help you with this process by telling you whose profiles have been updated since a certain date.
We'll be sorry to see you go! If you must leave, you have the option to permanently delete all of your account's data from our servers; unlike other services, we will not retain it without your permission.
We strongly encourage you to export your data or make a backup beforehand. To do this, see the section in this documentation regarding how to take your data with you.
Just log into Sunago as an Administrator, click the Admin tab, then choose Manage Account. At the bottom, click "Permanently delete my account." If you're absolutely sure, accept the warning. Your data will be removed from Sunago immediately.
Sunago lets you add as many user accounts as you'd like for your staff and volunteers.
To get started, log into your account and click the Admin tab, then Users in the submenu. You'll see a list of users currently in the system. Click "Add a User" to set up a new account.
Enter the user's first and last name, e-mail address, password, then confirm the password you just entered. All of these fields are required, and no two users can share the same e-mail address.
"Roles" lets you restrict the access of user accounts to certain parts of the application. Account Administrators have access to all features, including data import / export, account administration, and user management. Staff users have lesser access permissions that prevent them from inadvertently deleting your entire account through the Account Management tools. If you're using the Child Care / Family Check-In module, you'll also see a "Child Checkin" box. User accounts with only this permission level checked have access to launch the Check-in Kiosk mode and nothing more.
If you'd like to set up more fine-grained restrictions on data access, drop us an e-mail at scott@phoreo.com. We may be able to accommodate your request.
Log into your Sunago account using either the user account you created when you first signed up, or another account with Account Administrator permissions. Click the Admin tab, click Users, then the name of the user you'd like to update. Enter a new password in the "Update Password" and "Confirm New Password" boxes, click Save, and you're set.
Groups and Group Types help you manage and organize a large number of people into different kinds of groups.
Group Types are generally taken from the structure of your organization. For example, if your organization is a church, you might have different ministries such as home groups, classes, childrens' groups, and volunteer groups. Every group in Sunago belongs to one of these group type, which you can set up.
Setting up Group Types
To set up your Group Types, log into Sunago, click the Admin tab, then choose Group Types. You'll see a list of group types already set up. Click Edit to change an existing one, or click "Add a group type" to create another. Give your group type a name and description (optional), then choose an icon for the Dashboard. When you're finished, click Save.
Setting up Group Roles
You'll probably want to set up group roles (e.g., host, leader, member, etc) as well. Click the Admin tab, then choose Group Roles. Click Add a Group Role to set a new role up, or edit an existing one. Select the type of group this role applies to, give it a name, then a description (optional) and click Save.
Setting up Groups
To start adding groups, click the Dashboard tab. You'll see an icon for each of the Group Types you've set up in the lower left. Click one, then choose "Add a Group" (or "Add Another," if you already have a group set up). Pick a group type and give it a name, choose a default role for new members if you've set roles up, add a description (optional), and a meeting location if applicable. This location will be automatically geocoded for later use in maps. When you're finished, click Save.
Adding People to Groups
There are a few ways to add people to a group in Sunago. The simplest is to browse to their profile, select a group from the drop-down list on the right, then choose Add to Group.
If you'd like to add multiple people to a group at once, use the My Selection tool. Just add the people you'd like to your selection, then click "Show/Hide Bulk Operations." Choose the group to which you'd like to add them, then click "Add to Group" and you're set.
Once you've placed people into groups, it's easy to map them, send everyone an e-mail, track attendance using events, and more.
Mapping a Group
To map a group, simply browse to the group's profile and click Map this Group on the right.
Emailing a Group
To send an e-mail to a group, browse to the group's profile and choose "Add to My Selection." Make sure you haven't selected anyone that you'd prefer not to e-mail (i.e., that you haven't already added others to your selection). Then, click E-mail my Selection at the right. Type up your e-mail, click Send, and your message will begin delivery within a minute.
Printing Address Labels
To print mailing address labels for a group, browse to the group's profile and click "Print address labels" at the right. Choose a paper size - either Letter (US; default), or A4 (Europe) and a label size. Sunago currently supports Avery's 5160, 5161, L7162, and J8651 templates. If you have another template size that you'd like added, drop us an e-mail; we may be able to add it within the day.
When you click Print, your labels will be prepared and downloaded as a PDF file. Just open it up using Adobe Reader (Mac/PC) or Preview (Mac), load the label paper in your printer according to the instructions on the package, and click Print.
Tracking Attendance using Events
First, make sure that you've set up your organization's events (if not, see that section of the documentation for a quick how-to). After you have a couple in the system, read on!
To add a group of people to an Event in Sunago, browse to the group's profile page, tick the boxes next to the appropriate members, pick an event from the drop-down list at the bottom of the screen, then choose "Add to Event." (You can do the same by adding people to My Selection, then using the same option under Bulk Operations on the Selection screen.
To view attendance history for your events, click the Dashboard tab, then choose Events and Attendance. Click the name of the event you'd like to view, and you'll see the members who have attended.
Events are easy to create and manage. Just log in and click "Events and Attendance" under the Dashboard tab. If you have events set up, you'll see a list of all events that your organization has created in Sunago. If you've set up Repeating Events, these will be listed at the top, with specific instances appearing in "All Events" below.
To create a new Event, click "Add an Event" at the right. Give your event a name and description (optional), then set the start and end date and times.
If the event repeats regularly, select an option from the "Repeats" drop-down box and choose an end date if applicable. If you're using the Child Care / Family Check-in module, tick the "Use checkins" box; otherwise, leave this empty. Finally, if you're creating an event to mark something that already happened, you can enter the number of attendees. Once you're satisfied, click Save.
If your event is a repeating event, new instances will automatically be created as the next event's date approaches. To delete an instance of a repeating event, click Disable under All Events.
Data security is at the heart of Sunago - in application architecture, programming, and server security.
Sunago is powered by a framework called "Ruby on Rails" running on a UNIX-based server, which bakes security into the core. All data allowed to reach the server is strictly filtered through a stringent firewall, all server connections are logged, and suspicious activity is immediately investigated. We also perform daily backups at our datacenter to guard against hardware failure.
Every Sunago account has its own home on the application server, tied together by your organization's unique ID in the system. Every account also has its own address and "front door," such as myaccount.sunago.org. By tying all of your data tightly to your account, your organization's information is safely siloed away in the application. All user account passwords are stored in a secure database using industry standard encryption as well.
When we're developing Sunago, all data transfer occurs over an encrypted connection and is stored encrypted on our computers, too. Because of this precaution, even if our Internet connection were intercepted or a laptop stolen (one of the most common and overlooked security breaches), all data would remain secure and locked away. Because Sunago is a web-based application, the same is true for your staff. If any PC of yours were to be lost, your data would be safe because it is stored on the server rather than on the laptop itself (as with many similar applications).
We also understand that security means that we must help users make responsible choices. We place a minimum length on passwords and encourage users to choose memorable ones containing a combination of letters and numbers. From an administration perspective, we understand that you may not want every member of your staff to have access to every bit of data or every feature in the application. To that end, we've built roles and permissions into the software which allow you to restrict certain users to certain areas (which is especially helpful if you need to give volunteers some level of access).
And of course, data ethics are especially important to us. We will never, ever utilize, sell, or misappropriate any information you put into the system. Your data is yours, and we understand that privacy is absolutely critical.
That said, we want to make sure that you and those you authorize have access to all of the information you need. We've built data import and export tools that will help you migrate data from your current database or spreadsheet into the system, and we'll help you get it out should you ever choose to move to another platform (in fact, you can do it with one click). The bottom line is that we've worked hard to make Sunago as friendly as possible to you while keeping your data safe.
Drop us an e-mail at scott@phoreo.com and we'll get it sorted out!
Having trouble with Sunago Touch or have a question about how to make something happen? You're in the right place. Here are answers to some of the most common questions we've come across. If you can't find what you're looking for or would just rather talk to a person, feel free to drop us an e-mail at scott@phoreo.com and we'll get it sorted out!
This section pertains to organizations using the Child Care and touchscreen check-in kiosk module.
Sunago's Child Care and Family Check-in Kiosk module enables you to set up touchscreen kiosks which parents can use to check their children into child care services.
Launching the Kiosk
To launch the touchscreen kiosk, simply log into Sunago using your organization's kiosk account information, then click "Launch Child Check-in Kiosk." To exit this mode in a computer set up using the RKiosk plugin, press Alt+F4 (PC) or Cmd+Q (Mac) on the keyboard to close the kiosk. Standard navigational buttons should be disabled to prevent touchscreen users from accessing other areas of the application.
Managing Check-ins
To manage check-ins for an event, click the Children tab and choose Manage Check-ins.
Before the event begins, be sure to set the current event to ensure that attendance data is recorded accurately. If you haven't set up events yet, please see that section of the documentation.
Once guardians begin checking families in, this screen will list each child and volunteer checked in, the guardian who dropped them off, their unique check-in code, pager number (if applicable), group, status, and time checked in. You can sort these columns by clicking the Person, Group, Status, or Checked In (Time) headings.
To check a child out, click Check out. If the check-in was completed in error, click Delete.
Building an Attendance Report
Event and Attendance reports let you view attendance history for your organization's events. To build an Event / Attendance report, click the Reports tab in the menu bar, then choose Events and Attendance.
You'll see a list of all events that your organization has created in Sunago. If you've set up Repeating Events, these will be listed at the top, with specific instances appearing in "All Events" below.
To view attendance information for an event, just click its name. You'll see a list of Kiosk check-ins first. This listing shows the name of the child checked in, the name of the person who checked them in (or Volunteer if this person is a volunteer, not a child), the pager number used to contact them, the unique check-in code assigned, their group, status, and time of the check-in.
Use the filters just above this list to build your report based on group, or role.
You can also sort the list by clicking the "Person," "Group," "Status," or "Checked In (Date/Time)" headings.
Adding a New Family on the Fly
If a family not currently in the system shows up to check in their child and you'd like to add them on the fly, just click the New Family button from the Children or Dashboard tab.
At minimum, enter their last name, a phone number, and the first names of family members below. Set the gender and role appropriately, then enter a PIN number for the guardian. Once you're finished, click Save.
To check this family in immediately, click the guardian's name in the family's profile page (which you'll see after clicking Save). Then, click the "Family Check-in" link at the right. If this link does not appear, this means that the data you've entered is incomplete. See the next section for reasons why this button might not appear.
Managing Children
To see the list of children currently participating in your organization's check-in system, click the Children tab at the top. Children are automatically added to this section the first time they are checked in. You can manually add them by browsing to their profile and clicking the "Add to Child Check-in" link at the right, though this is not necessary.
This view lists each child, family, and allergy information for the child. To update allergy information, emergency contact info, or special notes, click the "Update Extra Info" button in this list, or better yet - click their name to view their profile and choose "Edit Child Info" in the middle column. Once you're finished, click Save. Note that you'll need to be succinct in the "Allergies" section, as this field is printed on the child's check-in ticket.
Emailing Families in your Check-in System
To e-mail all families who are using Sunago's check-in system, click the Children tab, then choose E-mail Families. Your selection will be cleared if you continue; accept this warning if you haven't selected a group of people for another operation.
You'll be warned about a list of guardians who do not have e-mail addresses in the system. No message will be sent to them, and you won't receive bounce notifications for them all.
When you're ready, type your subject and message in the box below and click Send. Your message will begin delivery within a minute, though if you're contacting a large number of people (in the hundreds or thousands), your messages will be sent out in batches over the next few minutes / hours to avoid being marked as a spam flood by your recipients' internet providers.
Requirements for a Successful Family Check-in
Before a parent or guardian can use the check-in kiosk successfully, there are a few data requirements that must be met. First, there must be a family containing at least two people (the parent and the child). The child's family role must be set to "Child," though the parent's role can be set to anything else.
The parent or family must also have a phone number in the system, and no other person outside of this family should have this phone number on their account.
Finally, each guardian permitted to check a child in must have a four-digit PIN number attached to their profile. You can enter this from the Add a Family screen when the family's information is first entered, or later by pulling up that inpidual's profile and clicking Edit.
1. Begin by disabling HP's software configured to run at startup, remove unnecessary appliations included with the machine, and remove deskop icons.
1a. If you'd like to use this kiosk as a workstation, set up a separate User Account in Control Panel and follow the steps below for the Checkin user. Do not enable Parental Controls or Content Filtering for the Kiosk User account.
2. Install the printer drivers for the Dymo LabelWriter Twin Turbo printer according to the supplied instructions. In Control Panel > Printers, set the LabelWriter as the default printer.
3. Install Mozilla Firefox 3.x, available at http:///www.getfirefox.com/
4. Launch Firefox. Click Tools > Options in Firefox and set the home page to http://yourorganization.sunago.org/. Under the Privacy tab, uncheck "Remember what I enter in forms and the search bar."
5. Click File > Page Setup. Set the margins for all sides to 0. Set all page headers and footers to "blank."
6. In the Address Bar, type about:config and bypass the warning. Right-click in the preference grid and choose New > Boolean. Type "print.always_print_silent" in the Preference Name field, Click OK, then set this preference to "true."
7. Install the R-Kiosk Firefox extension available at https://addons.mozilla.org/en-US/firefox/addon/1659. After installing this, Firefox will be set to launch full screen without user controls. If you need to access Firefox's menus or configuration, you can do so by clicking the Vista / "Start" button, typing "Firefox Safe," and launching Firefox in Safe Mode with plugins disabled.
8. Exit and re-launch Firefox. You should see the Sunago login page displayed full-screen without an Address Bar or Back / Forward buttons. Log in using your checkin user account, and launch the Kiosk. Perform a check-in and verify that the Kiosk functions properly and that the receipt prints correctly. If the receipt does not print or comes out blank, launch Firefox in Safe Mode (see the latter part of Step 7) and repeat Step 5.
If you have difficulty setting up your Sunago Touchscreen Kiosk, contact scott@sunago.org.
Take a tour, or give us a call at 971/252.2122 sometime.
Sunago Social
Having trouble with Sunago Social or have a question about how to make something happen? You're in the right place. Here are answers to some of the most common questions we've come across. If you can't find what you're looking for or would just rather talk to a person, feel free to drop us an e-mail at scott@phoreo.com and we'll get it sorted out!
Sunago Social is fresh out of the oven! If you're in on the beta and have a question, please e-mail us at scott@phoreo.com