Hailey McClellan
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Activity overview
Latest activity by Hailey McClellan-
Hailey McClellan created an article,
Creating Surcharge/ Convenience Fee Best Practices
This article explains how to set up surcharges for a payment type. Utilizing Surcharges in CivicPlus Recreation Management allows the agency to add a percentage and/or dollar amount to what they ar...
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Hailey McClellan created an article,
Create an Early Bird/Early Registration Discount
Early Registration Discounts allow participants to register early for a discounted rate. Instructions Navigate to Configuration > Financial Settings > Discounts Click + Create Discount Se...
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Hailey McClellan created an article,
Create a Late Registration Add-On Fee
Late registration add-ons can be used to charge an additional fee for registration outside of the standard registration dates for Activities. Instructions Navigate to Configuration > Finan...
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Hailey McClellan created an article,
Creating a Staff User
This article will show you the steps to creating a staff user on an account. This can be used when you are adding new staff members. Important Note This does not apply to accounts that have no...
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Hailey McClellan created an article,
Create and Manage a Catalog Export
The Catalog Export feature allows you to download a customized .TXT file report of your Catalog. Catalog exports can be used to create activity brochures in InDesign or other programs. Skip to T...
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Hailey McClellan created an article,
Utilize Account Flags for Swim Lesson Levels
This article will show you how to leverage account flags for swim lessons that require a participant to pass a level before they are allowed to register for the next level. This can be used in plac...
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Hailey McClellan created an article,
QZ Tray Under a Service User
This article goes over how to set up QZ tray Tray to start running for all users on a complex IT network. Create qztray User Create a local username qztray and password. A user cannot change...
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Hailey McClellan created an article,
Declined Payment on Auto-Billing
When an automatic payment gets declined the system will automatically try to pull the charge again the next day continually until the payment is processed. Note: This applies to payment plan sess...
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Hailey McClellan created an article,
Change Accounting Method after Going Live
To change your accounting method after being live and processing transactions reach out to the support team. Make sure to include your Customer Success Manager in the CC box of the request form. ...
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Hailey McClellan created an article,
Configure a Package Activity Type
Package Activity types can be used to create a package/bundle deal on sessions. A package can be comprised of 2 or more sessions. When a user registers for the package, they can receive a special/...