Hailey McClellan
- Total activity 321
- Last activity
- Member since
- Following 0 users
- Followed by 3 users
- Votes 0
- Subscriptions 243
Articles
Recent activity by Hailey McClellan-
Utilizing Recreation Management in the Field FAQs
In-Article GlossaryThis article goes over FAQs for 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...
-
Cost of Goods Sold (COGS) Guide
This article goes over the different aspects and features of COGS. Article Navigation New Permissions for POS items Add Inventory Entry Inventory Log Catalog Reports How does a customer v...
-
Indicate a Bad Payment
When you have a bounced or bad check, or a user reports a transaction as fraud to their bank, you should use Bad Payment Reversals. In those cases, the credit card company takes the money out of yo...
-
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...
-
Create 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 not...
-
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 Log in to your Recreation Managem...
-
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...
-
Refund Process for Payment Plans
This article will show you the refund process for payment plans. You will need to refund the most recent payment first and then work your back from there. Important Note Credit Card Transact...
-
Suspend a User with a Prevent Access Flag
This article will show you how to create a Prevent Access Flag. The description added on prevent access flags will display when checking in for an activity or membership. This will help provide add...
-
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...