Templates allow you to create custom headers and footers that you can apply to communication with customers.
Important Note:
If receipt, permit, or email templates are not created or selected, these items will default to your Organization Information and logo.
For activities/sessions, the receipt is pulled from the facility where the session is scheduled to take place in the session’s Schedule tab. If there is no receipt at the assigned facility but there is one at the location, it will use that receipt Template. The system will use whatever template is assigned to the location or facility in which the first Item added to the cart takes place at.
We do not recommend creating receipt templates for specific programs or events as the system does not support custom receipt templates for programs.
Video Instruction
Please watch the video to learn about Configuring Templates. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Custom User Fields.
When to Use
Templates can be created within Recreation Management to fit an organization's needs. Templates can be utilized for:
Custom Permits with information for a specific rentable location
Membership Cards for Users
Surveys to receive feedback from your session participants and renters of facilities
Custom Email Templates for specific communication types
How to Apply
While learning how to utilize Configuring Templates, 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 may address them.
Please complete the following:
Build Receipt templates
Create Membership Card Templates if using memberships
Build Surveys and their associated questions
Build Permit templates if using permits for facility rentals
Build Email templates for appropriate types of communications
FAQ
If I have different Custom Receipt Templates for different facilities/locations, which template is used if a customer has a large purchase with multiple items?
If you have various templates assigned to different facilities or locations, the system will utilize the first custom template identified in the cart by line item.
Can I have different receipts for rentals vs activities?
Please utilize the facility or session notes instead. Currently, Recreation Management does not accommodate custom templates for programs.
Can I create templates for Invoices?
No, at this time, Recreation Management does not support templates for invoices.
What email address will emails be sent from?
By default, emails will be sent from your Organization email.
Is there a template for a sign on the shelter saying it's reserved?
While there isn't a standard format for signage at park shelters, a permit can act as a notification for the public that the area is in use. In the Organization Options, go to the setting labeled “User Fields Visible on Permit” and deselect “Address” and “Phone” to eliminate the renter's address and pricing details from the permit. These can function as park signs.
Where can I see Survey Responses?
Survey responses can be viewed by navigating to the Activity Reports and Reservation Reports sections of the Reports Module.