Hailey McClellan
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Activity overview
Latest activity by Hailey McClellan-
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 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...
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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...