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Prompts are used to gather customer information from Users, specific to program registrations or facility rentals. This data can be shown on receipts and can be included in various Reports.
Video Instruction
Please watch the video to learn about Creating Prompts. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Creating Attachments and Waivers.
When to Use
Prompts are similar to questions asked on a registration/reservation form that you want to gather from the user outside of personal information. Prompts can include:
Expected Attendance for Rentals
T-Shirt Sizes
Allergies
Type of Event Being Held at a Facility
Special Accommodations Needed
How to Apply
While learning how to utilize Prompts, 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 applicable prompts for your facility rentals, sessions, and POS items
Assign prompts to one of the existing example facilities and example sessions
Perform test transactions to determine if the prompt appears in the desired order
Additional Resources
Here are helpful articles about Creating Prompts for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Creating Attachments and Waivers