Configuration 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

• Image Recommendations

• Create an Account

• Checkout Settings (Prompts, Attachments, & Waivers)

• Create a Fee Addon

• Create a Discount

• Add a General Ledger (GL) Account

• Types of Payment Accounts

• Create a Payment Type

• Create Tax Types

• Scholarships Overview

• Local Resident Criteria

• Create Custom User Fields

• Edit Organization Policies

• Organization Options Guide

• Organization Information Fields

• Create Items Tags

• Manage Account Flags

• Upload a Logo

• Templates

• Hardware Recommendations

• Import Templates

Related Topics Not Covered

• Peripherals/Receipt Printer/Cash Drawer

• Catalog Tabs and Organization

• Build a Weblink

• Crediting and Debiting Accounts