Previous Lesson: Creating a Facility Closing
The Permit Editor is a Module within Recreation Management that will allow staff to make reservations that are assigned to a unique permit number. This tool can be helpful with making bulk facility reservations.
Video Instruction
Please watch the videos to learn about the Permit Editor. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Deposits.
Video 1: Permit Editor Overview
Video 2: Permit Editor Tools
When to Use
The Permit Editor can be used for:
Large Reservations from Sports Organizations
Gathering Estimates for Users
Having one consolidated record of reservations and payments made
How to Apply
While learning how to utilize the Permit Editor, 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:
Create permit templates if you have not yet done so
Assign templates to appropriate facilities
Practice making reservations through the permit editor
Practice adjusting unbilled reservations
Practice billing out reservations from the permit editor
Practice adjusting billed-out reservations from the permit editor
Additional Resources
Here are helpful articles about facilities for your reference:
Permit Editor Overview:
Permit Adjustments and More:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Deposits