Zip/Postal Code, City/Municipality, State/Providence (Required): Enter the zip code, city, and state for the user.Address Line 2: Enter additional address information.Address Line 1 (Required): Add the address of the new user.Note: If you have enabled the Inclusive Gender Options setting, Non-Binary and Prefer Not To Say will show as options.Date of Birth (Required), Age Group: Enter a birth date or select age group.
Name (Required): Provide first, middle, and last name.Account Type: Choose Individual, or set up an Organization account.Note: Fields will vary based on your site, including required fields.Click Setup New Account on your homepage.Learn more about Primary Account Holders vs Account Members. The Primary Account Holder should always be an adult, so create a "Parent" first before you create a child account.Make sure you are entering a valid email address that the user will have access to when creating the account.
#Civicrec rec1 how to#
It would be great if we could ask the user how many tables they are requesting.This article will show you how to set up a new account in CivicRec. We have a trailer with tables and chairs and a bbq and other items for a household bbq/block party and we rent this to residents, however a lot of residents just want some of the chairs or some of the tables. The other function that I wish were available were a feature to provide the user with "if this - then that" questions. So, if a user only selects 19 days out of the 20 max they can schedule the system only charges them $117 instead of the $124 I want charged.
If I set the minimum rate of $124/block with 20 units = 1 block and then I set the min units to 20 and the max units to 20, if the user doesn't select all 20 days available within the permit the system breaks down the rate/hour. In the set up of these facilities there is no way to set up the $124 rate. Our property rents 3 soccer fields and a softball field and we rent them at an hourly rate of $10/hour or a league rate of $124 for 10 consecutive weeks (2 days/week, 2 hours per day max). The most impactful functionality that I feel is missing is one related to field rentals. We have not fully begun using all of the product features due to the complexity of setting everything up prior to launch. The set up, although very customizable was also VERY intense. This is a benefit when you have multiple admins as each person may work with different set ups easier. There are multiple ways to set up a permit for example and although one method might be "preferred" by the trainers you can accomplish the same goal in at least three different ways. The functionality is great and very user friendly. The training was informative and the trainers were great at showing examples with our facilities, not just a mock up/sample facility.
Having multiple facilities, amenities and rates it was a lot to set up, however the customization was well worth it. I was very pleased with the customization of the software. Those team members are quick to respond, ask for details to better understand and provide an accurate and effective result. I do however have GREAT service from the phone and online chat feature.
#Civicrec rec1 software#
My only "trouble" is not with the software itself, but with my assigned account manager and the difficulty in reaching them and the delayed response. I have only been utilizing the software since March, and we did not launch until May and then because of COVID and amenity closures we only opened part of our facilities.
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