Sites

Note: You must have the Administration: Location – Configuration (Multi-Site) security profile enabled on your account to view all sites in your organization. Without this profile, you will only see sites you are assigned to.

Adding and Modifying

From the Site List page, you can modify:

Site details (Name column)
Site-specific G/L accounts
Absorption of convenience fees
Headers and footers
Holidays (skip dates)

Note: Under the Site-specific Public URL column at right, the links are site-specific, but all appear as Public URL in order to save space on the page.

To add

From the Site List page, clicking the Add New button will bring you to the Change Site Detail page, allowing you to create a new record.

To modify

To modify site-specific G/L accounts:

Click Accounts in the row for the site you want to modify.
On the GL Account List page, click the account Name for the account you want to edit.
Modify the G/L account, and click Save.

See also G/L Accounts.

From the Site List page, clicking an underlined site Name brings you to the Change Site Detail page, allowing you to modify the following fields, with the option to Save or Delete the record at the bottom of the page:

Name of Field	Type	Description
Address
Site Name	Text	The name of the site. Prints on receipt for this site. Required.
EBS Account ID	Numeric	Within Oracle CRM, this number uniquely identifies the organization which owns the transactions. Note: You can only see this field when you are logged on as a super administrator.
EBS Site ID	Numeric	Within Oracle CRM, this number identifies the site address where remittance payments are sent. Note: You can only see this field when you are logged on as a super administrator.
EBS Account Manager ID	Numeric	Within Oracle CRM, this ID identifies the account manager or sales representative who receives commissions for the revenue generated through the customer’s transactions. Note: You can only see this field when you are logged on as a super administrator.
CRM Address ID	Numeric	Enter the ID for the site, as set up in ActiveCRM. If you have multiple sites, this links the site to the organization created in ActiveCRM so ACTIVE Net can use the mailing address for that organization. This allows you to remit payments for individual sites. Note: You can only see this field when you are logged on as an Administrator
Street	Dropdown list	Address information for the site. Prints on receipt for this site. Required.
Country	Dropdown list	The country in which the site is located. This field only appears if the Allow international addresses option is selected in System Settings - General. Note: If a country is selected whose states are not in ACTIVE Net's database (for example: Afghanistan) the dropdown list for States disappears, and a text box will appear in its place. Here you can manually enter the name of the state, and the State field will no longer be a required field.
City, State, Zip	Dropdown list/Text	Address information for the site. Prints on the receipt for this site. Required.
Geographic Area	Dropdown list	The geographic area for the site as selected from a previously defined list. The geographic area can be used as criteria for reporting.
Email Address	Text	The email address of the site.
Site-Specific Public URL
Click the Public URL link to go to that particular public site. To view the full URL for the particular public site, hover your mouse over the Public URL link, and view the URL in the status bar of your web browser (lower left).
Phones
Phone	Phone	Phone information for the site. Prints on the receipt for this site.
Phone 2	Phone	Alternate phone information for the site. Prints on the receipt for this site.
Fax	Phone	Fax information for the site. Prints on the receipt for this site.
Taxes
Name	Text	The name of the tax to be charged.
% Rate	Numeric	The tax rate percentage to be charged.
State	Dropdown list	The state or province where the tax is applicable. If left blank, the tax is applicable regardless of state or province.
GL Account	Dropdown list	The GL account where revenue received for this tax will be collected.
Tax from State table	Dropdown list	Option to apply the tax based on the address of the registrant relative to the address of the event. This allows organizers to configure which taxes a given registrant pays, based on that registrant's home state.
Absorb?	Checkbox	Option to absorb the tax cost into the charges so that the charge comes out to the entered price including tax.
Customize UI
Use Site Customize UI?	Checkbox	Select this option to customize the user interface for the selected site. These are the same fields that are available on the Customize UI page. Note: For the Visual Style effects, to use the system-level setting and override site-specific settings, select Use System Setting.
Modify Online Intro
Modify Online Intro	Dropdown list	Click Modify Online Intro to modify details for the introduction page for a selected public site. These are the same fields that are available on the ACTIVE NetIntroduction page.
Override Reservation Configuration
Default Reservation Type	Dropdown list	The type of reservation defaulted to on the admin side as selected from a list of 2 options: Regular Reservation - Individual days are booked as separate time blocks in the permit. Continuous Reservation - Individual days are booked as a continuous time block with a single check-in and check-out time.
Internet Reservation Process	Dropdown list	The reservation process for the customer (public access) site, as selected from either Permit or Reservation Request. If Permit is selected, the reservation permits are issued right away. If Reservation Request, is selected, the reservations can be requested, but the permit will have to be approved by admin staff before it is issued.
Default Check-in Time	Time	The default check-in time for continuous reservations. This can be changed at the time of creating a permit.
Default Check-out Time	Time	The default check-out time for continuous reservations. This can be changed at the time of creating a permit.
Tentative Permits
Expire This Many Days After Entry	Numeric	Number of days after the permit is entered that it will expire.
Expiration Alert Email Address	Text	Email address that the expiration alert will be sent to when it about to expire.
Sen Alert This Many Days Before Ex	Numeric	Number of days before the permit expires to sent out the expiration alert.
FAQ
Available	Listbox	List of all unassigned questions that can be assigned to a selected site. To assign a question to the site, highlight the question in the Available listbox, then click the left arrow button to assign the question to the site.
Move to the top	Hyperlink	Option to move a selected custom question to the top of the list. Select a custom question from the Selected Questions listbox then click the Move to top hyperlink
Move up one	Hyperlink	Option to move a selected custom question one position up on the list. Select a custom question from the Selected Questions listbox then click the Move up one hyperlink.
Move to the bottom	Hyperlink	Option to move a selected custom question to the bottom of the list. Select a custom question from the Selected Questions listbox then click the Move to bottom hyperlink.
Move down one	Hyperlink	Option to move a selected custom question to the bottom of the list. Select a custom question from the Selected Questions listbox then click the Move to bottom hyperlink.
Selected	Listbox	List of all unassigned questions that can be assigned to this site. To remove a question from the site, highlight the question in the Selected listbox, then click the left arrow button to return the option to the Available listbox.
Override Financial Configuration
Enable site-specific System G/L Accounts?	Checkbox	Do one of the following: To use G/L accounts specific to this site, select Enable site-specific System G/L Accounts? To use default G/L accounts across all sites on the system, leave this option blank. Note: If you enable site-specific GL accounts and then later disable them here, ACTIVE Net reverts those transactions to default system-wide GL accounts. To add or modify site-specific G/L accounts, see Modifying site-specific accounts.
Multi-person charges/discounts require different people?	Dropdown list	Option to require that different people be enrolled in programs or activities to qualify for the multi-person charge or discount as selected from a predefined list. If No is selected, the same customer can be enrolled in different activities or programs and receive the charge or discount.
Multi-person charges/discounts require same person?	Dropdown list	Option to require that the same person be enrolled in programs or activities to qualify for the multi-person charge or discount as selected from a predefined list. If No is selected, different customers can be enrolled in programs or activities and receive the charge or discount.
Using the dropdown lists, select which payment methods to allow for this particular site: Allow Payment with a Credit Memo Allow Payment with a Payment Plan Allow Payment by Cash Default refund type for Mass Refund By Check To Account Allow Cash Refunds Allow Payment by Electronic Check - staff Allow Payment by Electronic Check - public Note: These settings override payment methods set on the Financial Configuration page (system level). Default Payment Frequency From the dropdown list, select the default payment frequency for on-the-fly payment plans (created during a transaction, rather than existing payment plans) associated with transactions on the staff interface: Use System Default - use the setting on the Financial Configuration page Weekly Every other week Twice a month Monthly Quarterly Every four weeks Note: These settings override payment methods set on the Financial Configuration page (system level). Late Fees Use the Charge late fee on Overdue Amount dropdown list to select whether to charge late fees on overdue amounts on transactions processed at this particular site. Note: This setting overrides the Late Fee settings on the Financial Configuration page (system level).
Merchant Name	Text	Option to override the merchant name entered on the System Settings - Financial page. If overridden at the site level, any transaction performed at this site will display the site name on all of it's receipts.
Override System Credit Card Options?	Checkbox	If this site uses different credit card processor data than the default information entered in the Financial Configuration page > Credit Card Processor Data section, then select this option. When this option is selected, a site-specific Credit Card Processor Data section appears, in which you can enter information for this site to override the default settings.
Deferred Revenue Settings
Activity
Enable Deferred Revenue for Activities?	Dropdown list	To override global deferred revenue settings and enable or disable deferred revenue for this site, select Yes or No.
Deferred Activity Revenue GL Account	Dropdown list	Select the GL account that you want to use for deferred revenue for activities. Note: If Enable site-specific System G/L Accounts? is selected (above), you will be able to select a GL account from a list of all site-specific GL accounts with the Deferred Revenue Account type. If Enable site-specific System G/L Accounts? is disabled, you will be able to select a GL account from a list of all system GL accounts with the Deferred Revenue Account type.
Flexreg
Enable Deferred Revenue for Flexreg?	Dropdown list	To override global deferred revenue settings and enable or disable deferred revenue for this site, select Yes or No.
Deferred Flexreg Revenue GL Account	Dropdown list	Select the GL account that you want to use for deferred revenue for flexreg programs. Note: If Enable site-specific System G/L Accounts? is selected (above), you will be able to select a GL account from a list of all site-specific GL accounts with the Deferred Revenue Account type. If Enable site-specific System G/L Accounts? is disabled, you will be able to select a GL account from a list of all system GL accounts with the Deferred Revenue Account type.
Reservation
Enable Deferred Revenue for Reservations?	Dropdown list	To override global deferred revenue settings and enable or disable deferred revenue for this site, select Yes or No.
Deferred Reservation Revenue GL Account	Dropdown list	Select the GL account that you want to use for deferred revenue for reservations. Note: If Enable site-specific System G/L Accounts? is selected (above), you will be able to select a GL account from a list of all site-specific GL accounts with the Deferred Revenue Account type. If Enable site-specific System G/L Accounts? is disabled, you will be able to select a GL account from a list of all system GL accounts with the Deferred Revenue Account type.
Membership
Enable Deferred Revenue for Memberships?	Dropdown list	To override global deferred revenue settings and enable or disable deferred revenue for this site, select Yes or No.
Deferred Membership Revenue GL Account	Dropdown list	Select the GL account that you want to use for deferred revenue for membership packages. Note: If Enable site-specific System G/L Accounts? is selected (above), you will be able to select a GL account from a list of all site-specific GL accounts with the Deferred Revenue Account type. If Enable site-specific System G/L Accounts? is disabled, you will be able to select a GL account from a list of all system GL accounts with the Deferred Revenue Account type.
Override Receipt Text
Override Receipt Text	Dropdown list	Clicking Override Receipt Text expands the fields where you can override system receipt text and configure them at the site level. These are the same fields that are found on the System Settings - Text page.
Override System Settings
Override System Settings	Dropdown list	Clicking Override System Settings expands the fields where you can override systems settings and configure different settings for particular sites. These are the same fields that are found on the: Administration > - Facility/Equipment Settings pages. Administration > System Settings > Configuration - Online page. Adminstration > System Settings > Configuration - General page. Administration System Settings > Configuration - Internet Staff page.
Override POS Configuration
Short POS Receipts?	Checkbox	Option to print shorted receipts for POS transactions. The details for enrollments would be excluded from the receipt.
Default layout	Dropdown list	The POS layout to be associated with this site selected from a previously defined list. This will determine what screen layout shows when selling POS products at this site. This layout will only be used if there is no layout attached to the workstation record. If there is no layout identified here and there was not one in the workstation record, the layout will be taken from the POS configuration page. If there is no layout attached to the workstation, site or default configuration page the user will be prompted with the Change Workstation Detail page.
POS Product Re-Order Alert Email Address	Email Address	The email address where the POS product re-order alert will be sent.
Override Registration Configuration Click Override Registration Configuration expands the fields where you can override registration configuration and configure them at the site level.
Default Search Criteria
Activity Type	Dropdown list	The activity type, as selected from a predefined list. For example: Activity Package, Personal Training or Private Lessons.
Status	Dropdown list	The status of the activity, as selected from a predefined list.
Include	Dropdown list	The different kind of activities, as selected from a predefined list.
Enrollment settings
Check for Duplicate Enrollments	Dropdown list	Selecting yes from the dropdown list will search for duplicate enrollments at the site level.
Check Age During Enrollments	Dropdown list	Selecting yes from the dropdown list will check age during enrollment at the site level.
Override Customer Configuration Click Override Customer Configuration expands the fields where you can override customer configuration and configure them at the site level.
Default Search Criteria
Customer Type	Dropdown list	Option to filter search by customer type, as selected from a predefined list. Customer types are the primary method of dividing the customer base for facility charges. The charge matrix assigns specific fees to each customer type.
Retired	Dropdown list	Select a specific retired type from the dropdown list. Include Retired: To include retired customers in your search. Exclude Retired: To exclude retired customers from your search. Only Retired: To only search for retired customers.
Created from	Dropdown list	Set the default created from filter setting for customer searches: All sources (default) to include both customers created and NOT created from the prospective customer questionnaire form. Prospect form to include only customers created from the prospective customer questionnaire form. Non-prospect form to include only customers NOT created from the prospective customer questionnaire form.
Default Settings for New Customer
Agree to receive Promotional Email	Dropdown list	Option to control the default setting of the promotional email option when creating new customer accounts. Select No to opt out by default.
Customer View
Customer Record View Type	Dropdown list	Select the type of layout to use for viewing your customer records at this site. Note: You can override this layout for individual staff users at Administration > System Settings > System Users > select a user > Options section.
Enhanced Customer View Layout	Dropdown list	Select the type of enhanced customer view layout to use at this site. To edit the layouts in this list, go to Administration > Population Settings > Configuration > Layout section. See Configuring enhanced customer account view. Note: This option is only available if you have selected Use Enhanced Customer View as the Customer Record View Type above.
Override Daycare Configuration Click Override Daycare Configuration expands the fields where you can override daycare configuration and configure them at the site level.
Default Search Criteria
Program Type	Dropdown list	Type of the program, as selected from a predefined list.
Status	Dropdown list	Select the default program status that you want to use when searching for daycare programs (you can always change this status at the time you do the search).
Override Membership Configuration Click Override Membership Configuration expands the fields where you can override membership configuration and configure them at the site level.
Default Search Criteria
Status	Dropdown list	The status of the package selected from two options: Open: This package will appear in the list of packages available to be sold. Active packages should be given a status of Open. Closed: This package will not appear in the list of packages available to be sold. Packages which are no longer offered for sale should be given a status of Closed. Required.
Entry Point	Dropdown list	Entry points are the physical locations where membership passes can be scanned. They allow you to track and report on membership usage at a particular location. You can select an entry point from the dropdown list.

Sites

Go to section

Prerequisite Components

Location

Adding and Modifying

Address

Site-Specific Public URL

Phones

Taxes

Customize UI

Modify Online Intro

Override Reservation Configuration

Tentative Permits

FAQ

Override Financial Configuration

Late Fees

Deferred Revenue Settings

Activity

Flexreg

Reservation

Membership

Override Receipt Text

Override System Settings

Override POS Configuration

Override Registration Configuration

Default Search Criteria

Enrollment settings

Override Customer Configuration

Default Search Criteria

Default Settings for New Customer

Customer View

Override Daycare Configuration

Default Search Criteria

Override Membership Configuration

Default Search Criteria