Reasons are the notes that are attached to different scenarios such as refunds or cancellations. Staff users can create reasons as necessary and apply the reasons to the specified scenarios.
Go to Administration > System Settings > Reasons.
In the Search Criteria section, search for reasons by entering the desired Reason Description or by selecting one or more cancellation scenarios to find applicable reasons.
In the reason list, to configure whether a reason can be applied to a scenario, select or deselect the corresponding checkbox for that scenario. To save the changes, click Save.
Choose one of the following:
To create a new reason, click Add New.
To modify an existing reason, click the Description of the reason that you want to modify.
Enter the Description and Text that you want to accompany this reason.
Note: The description is what the user has available to select at the time of the transaction. The text prints on the customer's receipt. The reason will only be available for selection if you have entered both text and a description for it.
To make a reason available for selection when consumers are marked absent from a FlexReg program, select the Show for FlexReg Absences checkbox.
To make a reason available for selection by consumers in the CUI when they withdraw from a registration, select the Show for Online Activity Withdrawals checkbox.
Note: To configure an activity to require a withdrawal reason, select the Administration > Registration Settings > Activities > Add New button or (an activity > Name and Details > Change Details) > Options > Require withdraw reason checkbox.
To display the reason during the online membership cancellation process, select the Show for Online Membership Auto-Renewal Cancellation checkbox.
To display the reason for one or multiple cancellation scenarios, under the Show for Cancellations section, select the checkboxes to which the reason applies.
Click Save.
Note: For complete descriptions of the options on this page, click here.