This article explains how to create an account flag.
Account flags help staff see important information about an account. Flags can also be used to block certain actions, such as activity registrations, point of sale transactions, facility reservations, or membership check-ins. You can also use a flag to mark an account as tax-exempt.
Creating a flag does not add it to an account. After the flag is created, staff can add it to an account as needed.
Instructions
Log in to Recreation Management.
Navigate to the Configuration tab, select Organization, then click Account Flags:
Click the Create Flag button:
Complete the form:
Name (Required): Enter the name of the flag. This field is required.
Description: Enter a short description of the flag. We recommend using 250 characters or fewer.
Color: Choose the color for the flag. This color appears on accounts and during check-in.
Prevent Registrations & Membership Check-ins: Select this option to stop the account from registering for activity sessions and completing membership check-ins.
Prevent Point of Sale Transactions: Select this option to stop the account from making point of sale transactions.
Prevent Facility Reservations: Select this option to stop the account from making facility reservations.
Tax Exempt: Select this option so tax is not added to the account.
Click the Save New Flag button:
