Activities Training Guide

At CivicPlus, we empower you to configure the system to meet the needs of your . This guide provides direct links to articles that will walk you through step-by-step instructions on how to configure, update, and maintain your Recreation Management software.

Resources

• Create a Program Period 

• Create Activity Categories 

• Create a Catalog Tab 

• Create an Activity 

• Activity Types 

• Create a Session 

• Process a Transaction Internally 

• Process a Transaction on the Public View 

• Data Clearance 

• Program Rollover 

• Refund for an Activity 

• Transfer a Participant to a Different Activity 

• Contact Participants from the Roster 

• Check-In a Membership Card 

• Check-In for an Activity 

• Check-In/Scan Tickets 

• Import Templates

Related Topics Not Covered During Training

• Shared Rosters

• League Management + Player Assessments

• Instructor Contracts + Portal

• Mark Attendance

• Volunteer Management

• Payment Plans

• Memberships

  • Print Membership Cards from CivicRec 

  • Add Avatar to a Membership Card/Pass 

  • Hardware: Barcode Reader, Membership Card Printer, Pre-printed Key Fobs 

• Create an Activity Drop-In Type 

• Drop-In FAQ/Troubleshoot

• Configure Ticket Sales