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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Process a Transaction on the Public View

  • Updated:

This article will show you how to process a transaction on the Public View. 

 

 

Important Note

  • The individual steps for your transaction may vary, depending on the item selected and the Merchant Account setup, but the overall navigational steps remain the same.

 

Instructions

  1. Select User Profile > Switch to Public View
    switch to public view
    • Note: If a user does not have an account they can make an account to be able to register for activities or make facility reservations.
  2. Select a category
    catalog tabs
  3. Select an activity or facility
    session
  4. Select Account Member(s) and click Add To Cart
    add account members to cart
  5. Review cart and select Checkout
    checkout
  6. Answer any Prompts or Waivers (these will vary depending on the item selected)
    prompts
  7. Confirm Payments; claim applicable Gift Card Codes or User Account Credit
    payment screen
    • Item: Adjust item Quantity or Add-Ons
    • Gift Card Code: Claim applicable gift card codes
    • User Account Credit: Choose to use account credit, if available
    • Saved Card: Choose a saved card from the list or Enter New Payment Method
  8. If you chose a saved card, select Submit Payment
    submit payment
  9. To enter a new payment method, click Continue to Payment
    continue to payment
  10. Fill in Card and Customer Information 
    card information
  11. Select Make Payment
    make payment
  12. The receipt will display
    view receipt

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Alex Forrest

    Can members of the public add non-account members during registration like we can on the staff side? For example, if John Smith is signing himself up for a class, but his wife Claire Smith has a separate account (not a dual account), can he add Claire to the registration during checkout?   Thank you

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