A3. Creating and Configuring Sessions

Previous Step: Creating an Activity

Sessions are the programs, events, and all other recreational programs in which Users can register for participation.

Important Note:

Before creating a session, you must make the activity that the session will be housed in.

Video Instruction

Watch the video to learn about Creating and Configuring Sessions. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Session Rosters.

When to Use

Sessions should be created after an activity is created for anything you wish your users to register for such as:

• Events

• Programs

• Volunteer opportunities

• Leagues

• Memberships

• More services you would like to advertise or take registrations for

How to Apply

While learning how to create and configure sessions, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative can address them during training.

Please complete the following:

Finish building your activities and sessions

Review your settings within the session to make sure they are entered correctly

Perform test transactions to ensure your session is configured to your liking using Fake and Test Accounts

Build any Item tags if applicable

Additional Resources

Here are helpful articles about creating and configuring sessions for your reference:

• Create an Activity

• Create a New Session

• Create Program Periods  

• Set Minimum and Maximum Age for a Session

• Use Inclusive Gender Options  

• Activate a Waiting List

• Allow Online Registrations

• Assign General Ledger Codes to Sessions

• Assign Add Ons and Discounts

Related Lessons

If you are interested in learning more, try completing these lessons:

• Testing Transactions in the Catalog

• Program Periods and Rollover

• Flexible Pricing: Payment Plans, Weekly Pricing, and Daily Pricing

Next Step: Session Rosters