Hailey McClellan
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Activity overview
Latest activity by Hailey McClellan-
Hailey McClellan created an article,
Duplicate a Session
This article will go over how to duplicate a Session. This can be useful when setting up a new session with similar settings. Important Note When a Session is duplicated, the Session Reminder ena...
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Hailey McClellan created an article,
Printing a Calendar View using Export
This article will go over how to print out a view of current reservations in calendar format from Facility Calendar using the Export Current View options. Important Note This method will also w...
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Hailey McClellan created an article,
Troubleshoot Transaction Capture Issues
This article will cover what to do when an authorization occurs with no capture. The biggest change that happens with the Auth/Capture process is that you may see transactions that are pending wi...
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Hailey McClellan created an article,
Voiding Refunds
Voiding a refund is typically not a best practice; however, mistakes may be made during the refund process where an action such as a void would be warranted. For example, if a customer was refunded...
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Hailey McClellan created an article,
Public User Bulk Password Reset Options
This article will show you options for Public User Password Reset options, Including bulk password resets. These options can be used in the following use cases: During implementation after a user...
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Hailey McClellan created an article,
Utilizing CivicRec in the Field
CivicRec FAQs - POS in the Field Article Navigation Can I use a Mobile Device? Can I use an iPad Can I use a Tablet? Does it have to be a Laptop? Which Browser is Best? What Operating Sys...
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Hailey McClellan created an article,
Document Management Facilities
Document types can be used for either Activity or Facility document management and details on setting up document types can be found on Create a Document Type. Customers can upload their document...
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Hailey McClellan created an article,
Transferring a User Credit
This article outlines the method of transferring your community members' current user credit from your previous system into CivicRec. Important Note To avoid any accounting discrepancies, trans...
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Hailey McClellan created an article,
Transferring Facilities Reservation
This article outlines three methods of transferring current facility reservations from your previous system into CivicRec. These methods can be utilized to block off the facilities in CivicRec duri...
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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...