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Clara Siegele

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Activity overview

Latest activity by Clara Siegele
  • Clara Siegele created an article,

    Create a Donation Activity & Prompt

    This article will show you how to create a donation activity, session, and prompt. A donation activity and session in CivicRec is an exciting opportunity for individuals and organizations to come t...

  • Clara Siegele created an article,

    CivicPlus Pay + CardPointe for CivicRec

    Cardpointe is one of the payment gateways supported by CivicPlus Pay. Provided below is information about the available features and how CivicPlus Pay and Cardpointe work with CivicRec.   Featur...

  • Clara Siegele created an article,

    Searching the Help Center

    This article walks through how to search our CivicPlus Help Centers as well as some best practices and tips.     Skip to Topics in This Article Using the Search Bar Filtering Search Results Searc...

  • Clara Siegele commented,

    Hi Katrina,  The date and start/end time fields are a preview of the filters that will display for users when reserving a facility from the map in the Catalog. The icon colors will automatically up...

  • Clara Siegele created an article,

    Account Holder vs Account Member

    This article highlights the different abilities of an Account Holder vs. an Account Member in CivicRec.     Primary Account Holder Abilities Should be created/listed first on the account. The Acco...

  • Clara Siegele created an article,

    Waiting List Guide

    The Waiting List feature allows users to sign up for a waiting list when a session roster is full. This allows them to be added to the session if someone else drops out. This article walks through ...

  • Clara Siegele created an article,

    Manage Waiting List Status on Public View

    This article walks through how to view the waiting list status for a public account and remove them from the waiting list, if applicable.     Instructions On the public Catalog, select Account C...

  • Clara Siegele commented,

    Hi Marcie,  The Roster Report by Team can be used to pull a list of registered users, sectioned by league and team. 

  • Clara Siegele created an article,

    Roster Report by Team

    The Roster Report by Team allows staff to pull a list of registered users, sectioned by league and team.      Instructions Navigate to the Reports tab Select User/Roster Reports > Roster Report b...

  • Clara Siegele created an article,

    Manage Cards on File in Public View

    This article walks through how public users can add or remove cards on file for their accounts.        Important Notes   View supported options on the Integrated Gateways article under the Cards ...