Getting Started


3.0 Basic Configuration Quick Start Guide


There are basic settings in CivicRec that need to be initially configured to ensure that the product operates properly for your organization.


Step 1: Organization Information

Organizational information like name, address, etc are shown throughout the CivicRec site to both staff members as well as to public users
  • Configuration > Organization > Organization Information 
  • Complete all form fields
  • Click "Update"


Step 2: Payment Types

CivicRec comes pre-configured with the basic payment types of Cash, Check, Credit/Debit. and User Credit. Organizations that accept other payment types like scholarships or vouchers will need to enter those here
  • Configuration > Financial Settings >  Payment Types
  • Click "Create Payment Type" to save the new payment type
  • For information on payment type surcharges, visit: Payment Type Surcharges


Step 3: Local Resident Criteria (Optional)

  • Configuration > Organization >  Local Resident Criteria
  • Applies to groups who alter prices based on participant's place of residence

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