Adding an Informal Series

Informal Series are informal programs that are not associated with a Case and do not have any billing components or session notes. Typical uses for an Informal Series include drop-in groups, free classes etc.

How to Add an Informal Series

You will need to be logged in to Penelope with an account that has permissions to access Informal Series.

1. Under Links on your My Home page click Informal Series List.

   

2. In the Results section click Add Series.

   

3. Select the Informal Service the series will belong to.

   

4. Complete the fields on the Add screen (as required).
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5. Click Save.

The Informal Series has been created. Once created you can add to the roster, book events etc.