Hailey McClellan
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Articles
Recent activity by Hailey McClellan-
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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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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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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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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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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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/...
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Waiver Timing for Waiting List Sign-Ups
This article will show you how to select when a waiver is sent to a user who has been added to a waiting list. Instructions Navigate to Configuration > Organization > Organization Options S...
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Configure Multiple Discount Calculation
This article walks through how to configure the way multiple discounts are calculated in your CivicRec system. When an item has multiple discounts associated with it, you can choose to apply the di...
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Create a Quantity Discount
This article will show you how to create a Quantity Discount for session registrations. Important Note Quantity Discounts are only for session registrations marked as "Allowing Multiple Quan...
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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. ...