Expected: 2 - 4 Hours

1. Schedule Kick-off Call with CivicRec Implementation Coordinator
2. Review Agenda for Kick-off Call
3. Attend Kick-off Call with CivicRec Implementation Consultant
   • Set Expectations
   • Ask Questions
4. Review Kick-off Wrap Up via Project Management Software
   • Tips for Training Guide
5. Confirm Timeline via Project Management Software

Expected: 6 - 8 Hours

1. Submit General Ledger (GL) Codes (Required)
   • Import template
2. Submit Payment Gateway Credentials (Required)
   1. Please submit via phone or a File Transfer Protocol (FTP) site
3. Submit Residency Data (Optional)
   • Residency Import template or ArcGIS Endpoint
4. Submit Financial Extract (Optional)
   • Template

Expected: 24 - 60 Hours - dependent on the size of your organization

1. Configuration Training
   • Review GL Code Import with CivicRec Implementation Consultant
   • Determine Accounting Method
     • Guide
   • Identify All Waivers
2. Post Configuration Training
   • Begin purchasing hardware
   • Setup Checkout Settings
     • Prompts, Attachments, and Waivers
   • Setup Financial Settings
     • GL Configuration, Fee Addons, Discounts, Scholarships, and Tax Types
     • Configure Accounting Setup
   • Setup Organization Settings
     • Policies – Cancellation, Refund, Privacy, Terms & Conditions
   • Setup Templates
     • Receipt and permit
   • Setup Permission
     • Groups and permissions
3. Submit Location/Facility Imports
   • Manual Entry or Import template
4. Submit Activity/Session Imports
   • Manual Entry or Import template
5. Facilities Training
   • Training on the Facility module to include building out an example Location and Facility with associated rates and setting configuration tailored to your organization.
6. Post Facilities Training
   • Build locations and facilities along with details
7. Activities Training
   • Training on the Activity module to include building out an example Activity and Session with associated rates and setting configuration tailored to your organization.
8. Post Activities Training
   • Build activities and sessions along with details

Expected: 15 - 20 Hours

1. Front Line Training
   • Configure the Point of Service (POS) module to include POS Screens, items, and inventory
   • Training on check-out duties for a Front-Line staff member
   • Test Payment Gateway
   • Test Hardware
2. Post Front Line Training 
   • Determine training plan for the remaining Front-Line staff
3. Submit User Imports
   • Manual Entry or Import template
4. Submit Membership Imports
   • Manual Entry or Import template
5. Submit Future Facility Reservation Imports
   • Manual Entry or Import template

Expected: 5 - 10 Hours

1. Attend System Prep for Launch meeting with your Implementation Consultant
2. Market your new CivicRec software
   • Marketing Toolkit
3. Utilize your new CivicRec software