(New) How do I use the QR code for check-ins?
We've created a universal Check-In QR code to support your class's check-in process. The QR code will send everyone to fpu.com/member and prompt them to sign in. Once the user is signed in, we do the math to determine what class the member is associated with and what lesson they're on. This means that you'll only have ONE Check-In QR Code for all your current and future FPU classes!
While the QR code will be the same, the financial turnaround and attendance your members capture each week will be associated with the correct class and weekly lesson. no more having to double-check that you've got the right QR code for this week's class. We've done the heavy lifting for you.
How do members log in to complete their check-in?
Once you make the Check-In QR code visible for the class, they will simply scan it with their smartphone and log in using the email & password associated with their Ramsey account. They will then follow the promptings and answer the questions.
What questions will be asked in each week's check-in?
In week 1, members will only be capturing their attendance. In week 2, they will enter their starting numbers for non-mortgage debt, money saved, and number of credit cards. In weeks 3-9, they will be asked to provide updated numbers for debt paid off, money saved, and the number of credit cards cut up. Below are screenshots of each week's check-in.
Week 1 Check-In
Week 2 Check-In
Week 3-9 Check-Ins
Can a member add their financial snapshot data even if they didn't attend class that week?
Yes, they can! As a coordinator, you will simply go back to the Check-In QR code in your Coordinator Dashboard, copy the link, and send that member the link in an email. They will be able to log in, fill in their financial snapshot details, and mark themselves absent.
Can members edit financial snapshot submissions?
Can coordinators edit financial snapshot submissions?
No. Because this is meant to be a self-reported, anonymous process for the member, coordinators cannot edit individuals' snapshot information. This will simply be a class summary of the financial turnaround, both weekly and overall.
What financial information will members be entering now that we're capturing snapshots each week?
In week 1, members will simply be checking off their attendance; no financial snapshot information will be collected. In week 2, they will be asked for their starting numbers for savings amount, debt amount, and number of credit cards. The information for week 2 is reported on the coordinator dashboard within the group's total number; individual numbers are not visible to the coordinator to keep the data anonymous. In weeks 3-9, members will be prompted to capture their updated progress for debt paid, money saved, and credit cards cut up since the last class session. Weeks 3-9 financial totals are reported anonymously in the group summaries in the Coordinator Dashboard.
Can coordinators edit attendance?
Yes! You can simply go to your Attendance tab on the Coordinator Dashboard and then check/uncheck attendance records as needed.
How do I add members to my class?
As a coordinator, you'll be able to enter an alumni's email on the Members tab of the Coordinator Dashboard. This will automatically send an email to that person to register for a general Ramsey account (if they don't already have one established). This step of the process is necessary for that member to complete the weekly check-in. By registering for a general Ramsey account, they will not be granted access to online FPU resources but will simply be added as a member of the class.
When should I have members complete check-in?
They can do it before or at the beginning of class (ideally) to mark themselves as present, but it can also be done within 12 hours of that class ending (sent out via email by the coordinator in case they don't have a smartphone/service).
Do couples each submit a financial snapshot?
No; only one person for the couple needs to complete the financial portion of the check-in although each can still mark themselves at present.