Checkout Settings


 

Create a Prompt

Overview

Prompts in CivicRec are used to gather custom information from users, specific to program registrations or facility rentals. This data can be shown on receipts and can be in various reports. 

Instructions

  1. Navigate to Configuration > Checkout Settings > Prompts 
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  2. Select Create Prompt
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  3. Fill in fields
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    • Name: Title Prompt
    • Type: Select a type; view Prompt Response Types for more information
    • Category: Select a category for your prompt
    • Max Response Length: Enter a character limit
    • Text: Enter prompt content
    • Required: Select to require prompt upon checkout
    • Viewable by Instructors: Select to make the prompt viewable by instructors
    • Print on Receipt: Determines whether this prompt will print on the receipt
    • Follows User
      • Once per user: Only require one answer per user
      • Once per cart: Will show only once no matter how many items with the prompt are in the cart
      • Once per line item: Will put the prompt on every item
  4. Select Save New Prompt
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