Previous Step: Close Out and Over/Short Transactions
Organization Options allow you and your staff to configure certain Recreation Management settings and preset requirements to better suit your organization.
Video Instruction
Please watch the video to learn about Organization Options. Once finished, review how to apply what you learned in the system before continuing to the next lesson.
When to Use
Some example uses of Organization Options can include:
Expanding gender options to be more inclusive
Requiring emergency Contacts
Setting up invoice settings
How to Apply
While learning how to utilize Organization Options, 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:
Check organization options to ensure they are set to your organization’s preference
Update any options that are needed
Additional Resources
Here are helpful articles about Account Creation & Residency Criteria for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
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