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HomeCS Learn Your Way Around

Learn Your Way Around


Here's what you need to know about the different pages that you'll encounter.

If you are looking to find out where specific items or features are located use the Cheat Sheet, Where Do I Find...


On All Pages

Accordion Widget
Your Name
Your Name
    
Location
 Top right hand corner of your page
Action  Hover over with your pointer
Results 
  It will give you quick access to


My Profile 
Go to your profile page where you can access all of your personal and company information

Tell A Friend
Pass on information about QHSN to friends who may be interested or able to benefit from joining.
Please make sure to put your name in the Message area so that they'll know its from you.
It will include a link to our public website, which provides detailed information to assist them in deciding if QHSN is a good fit for them.

Log In As Another User
This will not log you out.
It will let someone else log in with their account temporarily.
When they log out your account will still be open.

Log Out
It’s best to Log Out if someone else will be opening their account on your computer


Accordion Widget
Menu & Help
Menu & Help
Menu

 Location
 Almost at the top of the page, running from the center to the right
 Action 
 Hover pointer and click
 Results  Allows you to view and utilize the desired page and features

These are your main QHSN features With their search options



Help

Location 
Bottom Right corner of the screen
Action Click on Help Button 
Results 
Help window pops up

This provides you with page sensitive help information.
It doesn’t always show the most relevant information.
Use the search at the top to find what you need

If there is something that you have a difficult time finding and feel should be added to the Cheat Sheets, please let us know Support@QHSN.Cloud


Accordion Widget
Side Tab
Side Tab

Location A Rectangular box in the middle of the right edge of the screen 
 Action
 Hover over with pointer
Result     A menu opens
      
This contains three handy items

Print This Page
You can print via your printer, or optionally print to a PDF.
Important: When you use this feature it will print a layout similar to what you’d see on a mobile phone, not a screen shot.

Text Size
This will temporarily change all of the font sizes on the page you are viewing
Use this to make the page easier to read
You can rotate between three font sizes by clicking repeatedly
It will affect the layout of some items on the page.

Scroll To Top
To quickly get to the top header (with menu) of the page



New Member Home Page

This has been set up specifically to assist new members in taking their first steps and getting to know their way around.

Accordion Widget
Row 1
Row 1

  1. Welcome
    Left
    We're happy that you've joined our family.

    Inspirational
    Right
    These will usually change each week.
    You can fine past posts using News in the top menu
    A few will show when you scroll down to the category.
    To find all previous posts...
    1. Click on News Search
    2. Then Categories
    3. Thoughts & Inspirationals
    4. Tags
    5. Display Full Category
    6. Search


Accordion Widget
Row 2
Row 2
This row is all about making it easier for you to find your way around and get things done.

What To Do First

First on Left

If you haven’t already gone through the What To Do First items, this is the best place to start.

This will take you through filling out all of the various information items, so that you can get the most out of this platform.

It will also let us know what there is interest in and how to prioritize our next steps.

 

Learn Your Way Around

Middle

This is where you are now
The focus is on orienting you to what is on each page

 

Cheat  Sheets

Last on Right

These are simplified versions of how to find and do what you want. Things like setting up your own Quick Event or updating your payment method, etc.


Accordion Widget
Row 3
Row 3

What's Here For You To Do...
Left
Reminders of items which have most likely changed since you were here last.

Feedback
Right
Your feedback is very important to us.
For us, there is no such thing as negative feedback.
This is how we learn, fix items and grow.
We value and greatly appreciate the time that you take to let us know your thoughts.

Accordion Widget
Row 4
Row 4

This row assists you in finding the information which you have selected and may want to change.

My Profile
Left
Your profile page is where you can view, access and change almost all of your personal information. 
This includes items like the questions about what you do, your payment history, and the events you signed up for.
We’ll be covering the information found here in more detail in the Profile section below.

My Events
Middle
This will show you a list of all of the events you’ve registered for within the QHSN platform.
Sometimes, when you click the Register button for an event, it will take you to a different website to register.
This happens when the person who set up the event has a different platform which they are running the event registration through.
These events will not show up on your list.
You’ll notice that there is one line for each event.
The events are sorted by the event date. The top is the farthest in the future, while the bottom is the furthest in the past.
To view the event information, click the eye icon at the end of the row.

My Interests
Right
This is an easy way to see what you have and haven't signed up for, and easily switch.
It doesn't give you all of the information about the categories and who has signed up for them.
To see this use the Interests in the menu at the top of the page.
Accordion Widget
Row 5
Row 5
This row gives you a quick overview on what's happened recently and what's coming up.

Upcoming Events
Left
The events are listed in date order from the soonest to the furthest away.
Click on the event name to view the full event details
The Event Calendar, in the menu at the top of the page, will take you to a page with more options including your choice of view, categories, search and adding your own Quick Event.
You’re invited to schedule your own events on the calendar. See the Cheat Sheet for Setting Up a Quick Event.

The Latest
Right
A quick display of recent news items, by category, with the most recent on top. They include things like new features added to the site, new Resource Listings, and other items that you may want to take advantage of.
Click on the title to view the full article/information
The News in the menu at the top of the page, contains a full list of news items, by category, plus a search bar.
Accordion Widget
Row 6
Row 6
 All of these are in the menu at the top of the page. They are just easy links and reminders.

Member Directory

Left

This is where you can look up other members by using various search criteria. Optionally, don’t select any criteria and see everyone by just pressing Search.

 

Resource Directory

Center

This is where you can look up resource listings by name or business category.
Pressing Search to view everyone isn’t very practical here.
The results show by resource category and each resource can choose up to ten categories to be listed in.

 

Interests

Right

This is where you can view all of the interests by category.
It also gives you the opportunity to see who else is interested in the same topics and join the group.
A great tool for connecting, planning events, and more.


Practitioners Profile Page

Accordion Widget
Row 1
Row 1
 

Member Summary

This gives you some handy information, like…

  • Profile Picture - you can add or replace it here
  • Membership Type – either Practitioner or Resource Provider
  • Expiration Date – This is when your membership will automatically renew
  • Last Login – A nice reminder so that you can check up what’s been happening since then
  • Current Email – if you have more than one email, this is the one the system is using
  • Edit Directory Visibility Settings – check out what your options are


Accordion Widget
Row 2
Row 2
 Basic Member Information Basic contact info for QHSN     
 Additional Member Data  Detailed practitioner info for your listing    
 Practitioner Directory
 Basic info to show in your Practitioner Listing    

See the What To Do First-Practitioners section for detailed information on each of these three sections and how to fill them out.


User Name/Password

Last on Right
This will allow you to change either of these

WARNING: When you click into here you will be required to change your password.

If you click into here accidentally and don't want to change your password, the only way to get around this is to close your browser, but any changes that you made will not be saved.

Accordion Widget
Row 3
Row 3
This row contains lots of important information split up into three sections.

More Member Options
Left
Credit Card   View and change the card you have on file

Privacy/Cancel/Remove
Privacy
The official privacy statement 
 Cancel
Cancel your QHSN membership
 Remove To purge all of your information from our database


Histories
Middle
Transaction History
This is a list of all of the transactions which have taken place on your account

Payment History
This contains only the payments and credits which have gone through your account

Event History
This is a record of all of the events that you have signed up for on the QHSN site.
It does not include events which were listed in the Event Calendar but took you to the lister's website to register.
It is the same as the My Events button on the Home page.


Your Website Functions
Right
Interests
This will allow you to quickly see which interests you have selected and to change your selections.


Resource Providers Profile Page



Accordion Widget
Just a Few Differences
Just a Few Differences
 This is the same as the Practitioner Profile above with two or three exceptions

 

Second Row

Ignore the Practitioner Directory area. This does not apply to you
Use the Resource Directory area instead of this.

The User Name/Password area is usually shifted into the next row.

 

Third Row

Your Website Functions - Interests

These do not pertain to you.