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Hailey McClellan

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Activity overview

Latest activity by Hailey McClellan
  • 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...

  • 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.   ...

  • 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/...

  • Hailey McClellan created an article,

    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...

  • Hailey McClellan commented,

    Hi Bonnie, when a membership is paused, auto-billing is deferred to the next month and so is the expiration date. Thank you for the question, the information has been added! 

  • Hailey McClellan created an article,

    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...

  • Hailey McClellan created an article,

    Live Chat Support

    CivicPlus is dedicated to providing top-notch, award-winning support. We recognize that recently, our customers have been experiencing longer than normal wait times in the CivicRec live chat queue....

  • Hailey McClellan created an article,

    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...

  • Hailey McClellan created an article,

    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...

  • Hailey McClellan created an article,

    Export Facility Calendar to Outlook

    This article will show you how to export a Facility Calendar to an Outlook calendar.   Instructions Navigate to Facilities > Calendar Apply the necessary Locations, Program, Tags, and Types filter...