Create an Attachment

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This article will show you how to create an attachment that can be included in the checkout process for a facility or activity. Users can view/download the attachment during the transaction, and the attachment or attachments will also be emailed with a copy of the receipt.

Create an Attachment Instructions

  1. Sign in to Recreation Management

  2. Navigate to the Configuration tab, select Checkout Settings, and then Attachments:The Main Navigation section with the Configuration menu and Checkout Settings menu expanded, and the Attachments option highlighted.

  3. Select Create Attachment:The Attachments screen with the Create Attachment button highlighted for selection.

  4. Fill out the Attachment fields:The New Attachment screen with the fields for Name, Description, and File displayed.

    • Name (required): Enter the name of the attachment

    • Description: Enter a brief description

    • File: Attach a file

      Note:

      If a file is not uploaded, a receipt will not be sent for items the attachment is added to, and a broken link will display during the checkout process.

  5. Navigate to the Facilities tab and select the appropriate facilities:The Create Attachment screen on the Facilities tab with the checkboxes to select facilities highlighted.

  6. Navigate to the Sessions tab and select the appropriate sessions:The Create Attachment screen with the Sessions tab expanded and the checkboxes to select sessions highlighted.

  7. Select Save New Attachment:The Save New Attachment button is highlighted on the Create Attachment screen.