Previous Lesson: Accounting Configuration
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 work that way.
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
Additional Resources
Here are helpful articles about configuring templates for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Custom User Fields