C12. Scholarships

Previous Lesson: Custom User Fields

Scholarships can be established within the system to allocate funds to eligible public Users. Scholarships will apply automatically at checkout if users are choosing to sign up for an eligible program.

Video Instruction

Please watch the video to learn about Scholarships. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Item Tags.

When to Use

An example use of Pre-Funded scholarships can include:

• • Scholarships funded by the park department Scholarships from Donation opportunities established by your department Scholarships from other outside parties and organizations

An example use of Post Billed scholarships can include:

• Funds that are not given directly to the department but will be invoiced to another organization

How to Apply

While learning how to utilize Scholarships, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of each so your CivicPlus representative may address them.

Please complete the following:

Create a scholarship Payment Type

Build the appropriate scholarship type that you need

Practice allocating funds to a test Account

Assign Class Restrictions and the percentage of funds that can be utilized

Perform a test transaction to ensure that the funds are properly being applied at checkout

Additional Resources

Here are helpful articles about Scholarships for your reference:

• Scholarship Overview

• Create a Scholarship

• Edit a Scholarship

• Delete a Scholarship

• Set Up a Scholarship Payment Type

• Assign a Scholarship Payment Type to Scholarships

• Apply Scholarships Through the Catalog

• Scholarship Alternative - Create Account Flags

• Add Funds to a Scholarship

• Edit a Class/Session Restriction Scholarship

• Create a New Allocation

• Add Class/Session Restrictions

Next Lesson: Item Tags