This feature allows you to request that your customers review and update the personal details that you hold about them. This streamlines the process of keeping student information up-to-date, ensuring accuracy and assisting compliance with GDPR.
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Whether it's updating contact information, emergency contacts, or any other information held in a student record, this feature provides a seamless and user-friendly experience for both you and parents alike, and you are in complete control of his it is configured.

Here is a written walkthrough of the entire process.

2. Scroll down to the section called Confirmation form and click the blue Edit form button.

From here you can select the fields you want to include on the form, and the security options you want to put in place.

You have two options when a customer submits an update:

Regardless of which option you choose here, you'll see a pencil symbol above the student profile which you can hover over with the cursor to view the original before any updates. Please note that the pencil symbol and previous data only stays on the student record for a three days.

-Masked details: Partial details will be shown on the form that will allow the customer to identify if the information currently held is accurate. Only they would know this based on the limited information on view.

-Full details: All information contained in these fields within the student profile will be displayed to the student. They can then simply leave the information as it is if correct, or overtype the data with any required updates.

The next options allows you to automatically tag and colour code student records that have been updated via the form.

To add a tag simply select it from the Student tag dropdown menu,

To colour code the student profile, click Select in the Student colour field and then choose the colour you would like to assign to any student profiles that are updated.

Should you wish to receive an email every time a new update is submitted by a customer, tick the checkbox to the right of the Email confirmation field.
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Regardless of whether you've chosen to show all, partial or no details in the Detail display options above, you can choose to restrict access to the form. When this option is enabled, the customer will be asked to accurately enter information currently held in one of the fields before they're able to proceed to the form and make any changes.

To enable this feature, simply tick the checkbox in the Enhanced security field, as shown above. When opening the form, the customer will be presented with a challenge.

In this example, once they've entered the correct phone number and clicked Submit, they'll be taken the form to update their details. If Enhanced security is not enabled, the customer will be taken straight to the form without having to answer any security questions.

Once you are happy with how the form is configured, click the green Update button at the bottom of the page.

To preview how the form will look to your customers, go into any student profile, click More and then View confirmation form.

Based on how you've configured the display options for the form, you'll see a preview of how the form will look to this customer. Here is an example of how it could look, if all information was set to be displayed by default.
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Please note that if you have enhanced security enabled, you will need to be able to answer the security question before previewing the form. As such, you may want to leave enhanced security disabled until you are ready to send the form out.

Once you've configured the form, it's very quick and easy to send it out. To do this, start a new message as normal to all the students you want to update their details. When ready to send, tick the Include confirmation link checkbox above the Send button, and then click Send.

Your customer will then receive an email that looks similar to this:

To access the form your customer simply has to click the Confirm your details button to proceed.

Once they've updated their details and clicked the green Update button at the bottom of the form, they'll see an acknowledgement of the submission.

If you've chosen to receive an email notification of any updates, you'll receive that as details are submitted. Updates will also be listed on the membermeister dashboard to bring them to your attention.

From the dashboard, click on the student name in updates notification box.

If you have chosen to approve data before it overwrites what is already in a student profile, you will see a New details submitted box at the very top of the student profile.

To approve any updates and overwrite the data that is already held on record, click the green Approve button. To delete any updates and keep the original information, click the blue Discard link.

Once Approved, the New details submitted box will disappear, and you'll see the new information in the student profile. For the first three days after an update has been applied, you will see an orange pencil symbol below the student's name. If you hover the mouse over this or tap it on your phone screen, you'll see a summary of the previously held data that has been overwritten.

This is also what you will see if you've chosen not to approve any changes. At this point, the update process is complete.

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We hope that helps. Please let us know if you require any assistance.