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How to Use Special Settings in an Activity
The Special Settings section of activity creation is where you can designate an activity as a donation activity, attach it to a previously created scholarship fund, add a required membership, or designate the activity as a promotional activity to connect with other activities. Promotional Activities To promote an activity to customers automatically,...
3 min reading timeRefund an Account Credit to Credit Card
Overview If a payment was made by credit card and an account credit was issued upon cancellation, the system does not retain the initial credit card information associated with the issuance of the account credit. This means when you use the Refund Account Credit option and select Credit Card as the Refunded by Payment Type, the system does not autom...
0 min reading timeStart-up Meeting
Getting Started Meeting with New DepartmentsAdrian sends Welcome email with Welcome Packet containing links to schedule Start-up meeting with their Onboarding Specialist. Once meeting is scheduled, OS should go over the following: -Warm welcome to MyRec and introduction -Why did you choose MyRec and/or what did you not like about your previous softw...
0 min reading timeVideo: Returning a Reservation Deposit
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0 min reading timeHow to Process a Refund
How you refund an item depends on why you are refunding it. If the item (either a registration, membership or a reservation) is to be canceled, then you must start by finding that item in the appropriate tab in their household account and process the refund by first canceling that item (see Canceling and Refunding an Item.) If you do not need to can...
2 min reading timeActivity Types Overview
Standard, Advanced, or Team Sport? We have a helpful chart with a detailed overview of the three different types of activities you can choose when creating your program. ...
0 min reading timePayment Due Dates: How to Guide
Due Dates Standard Activities use Due Dates on the Activity Level. When using due dates, a late fee will be applied on the date specified. You can add up to six dates. Each date represents an increasing level of amount due. You may also choose to enter only the resident or only the non-resident fields to create due dates based on residency status. P...
0 min reading timeGoogle Analytics Instructions
You can integrate your MyRec website data with Google Analytics. Google Analytics offers free tools to track and understand your MyRec customer's journey and can help improve marketing ROI. To utilize this feature, you must have a google account. If you do not have one and want to set one up you can do so here . Once you have your google account, yo...
0 min reading timeVideo: Editing, Suspending or Deleting an Account Payment Plan
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0 min reading timeSame Member As
If you have a member listed in two separate accounts but you would like to be able to have each household register that member, and prevent duplicate registrations, then you can declare that member as the Same Member As the member in the other account. For example Junior Bird is in two accounts. He is listed in Parent #1's Household (Big Bird) and a...
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