Prompts in Recreation Management 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 in various reports.
Important Notes:
Prompts are grouped based on the Follows User field. They will be displayed at Checkout in the following order:
Prompts set up as Once per cart
Prompts set up as Once per user
Prompts set up as Once per line item
Prompts are sorted based on Configuration settings for prompts
Instructions
Navigate to the Configuration tab, hover over Checkout Settings, and then select Prompts:
Select Create Prompt:
Fill in Prompt Settings:
Note:
Available fields will vary depending on the selected prompt type.
Name: Add a title for the prompt
Type (required): Select a type; view Prompt Response Types for more information
Category (required): Choose a category for your prompt
Text: Add a question or description for the prompt
Required: Select to require the prompt upon checkout
Viewable by Instructors: Select to make the prompt viewable by instructors
Print on Receipt: Determines whether this prompt will print on the receipt
Follows User
Once per user: Only require one answer per user. The answer will follow the user for each registration/transaction. This also allows the user to change their response if needed.
Once per cart: Will show only once no matter how many items with the prompt are in the cart
Once per line item: Will put the prompt on every item
Navigate to the Facilities tab to add Facilities/Locations to the prompt:
Navigate to the Sessions tab to add Sessions/Activities to the prompt:
Select Save New Prompt
