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 Participants 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