Organization Information allows you to edit main organization information fields such as your organization name, address, and contact information. This information will apply to templates that you will build in the system.

Organizational Policies allow you to enter and edit your organization's policies for the public to view on their Account.

Organization Logo will be the logo you choose to appear on templates that you create.

Important Note:
The logo uploaded is not connected to the logo on your public page. Changes to the public page Logo will need to go through the Creative Services department.
After Implementation, if you wish to update your organization name, please contact your account manager before doing so. This ensures that all appropriate record information can be updated within CivicPlus.

Video Instruction

Please watch the video to learn about Organization Information, Policies, and Logos. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Account Flags.

When to Use

Organization policies will be where you can house information such as:

Refund Policies
Cancellation Policies
Terms and Conditions
Privacy Policies

How to Apply

While learning how to utilize Organization Information, Policies, and Logos, 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:

Add in Your Organization Policies as they are applicable
Update Organization information if needed
Upload a proper logo if the existing one is incorrect

FAQ

What information can I edit in the Organization Information section?

You can edit your organization name, address, and contact information. Additionally, if your organization uses the social media platforms Facebook, Instagram or X (Formally known as Twitter), you can add links to those pages for your public users to access from their Account details.

Where do my organization's policies display?

You can enter and edit your organization's policies for the public to view by selecting the Policies button in the upper righthand corner on the Public View.

Is the logo I upload connected to my public page logo?

No, the logo uploaded is not connected to the logo on your public page. The logo that can be updated by Administrators is connected to various templates on the internal side of the system.

What should I do if I want to update my organization name after implementation?

You should contact your account manager to ensure all appropriate record information is updated within CivicPlus before changing your organization name in the Recreation Management system.

What types of policies can I include in the Organization Policies section?

You can include Refund Policies, Cancellation Policies, Terms and Conditions, and Privacy Policies.

Is there anywhere else in the system I can put my policies?

Yes, you can add your policies to the Waivers section of the system if you wish for customers to acknowledge and sign your policies. You can also add your policies such as Cancellation or Refund Policies to various templates such as Receipts and Permit templates.

Upload a Logo

Instructions