Overview

At CivicPlus, we empower you to configure the system to meet the needs of your users. This guide provides direct links to articles that will walk you through step by step instructions on how to configure, update, and maintain your CivicRec software.

Resources

• Create a Program Period  
• Create Activity Categories  
• Create a Catalog Tab  
• Create an Activity  
• Activity Types  
• Create a Session  
• Process a Transaction Internally  
• Process a Transaction on the Public View  
• Data Clearance  
• Program Rollover  
• Refund for an Activity  
• Transfer a Participant to a Different Activity  
• Contact Customers from the Roster  
• Check-In a Membership Card  
• Check-In for an Activity  
• Check-In/Scan Tickets  
• Import Templates  

Related Topics Not Covered During Training

• Shared Rosters
• League Management + Player Assessments
• Instructor Contracts + Portal
• Mark Attendance
• Volunteer Management
• Payment Plans
• Memberships
  • Print Membership Cards from CivicRec 
  • Add Avatar to a Membership Card/Pass 
  • Hardware: Barcode Reader, Membership Card Printer, Pre-printed Key Fobs 
• Create an Activity Drop-In Type 
• Drop-In FAQ/Troubleshoot 
• Activity-Specific Scholarships 
• Configure Ticket Sales