Knowledge Base
Read how-to articles and guides for all Communal toolsContact Us
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Point-of-Sale (POS) Terminal
Point-of-Sale Terminal FAQ's
Get the answers to many FAQ's here!
I've Been Signed Out of My Point-Of-Sale Terminal, What Do I Do?
Learn how to generate a token and log in to your terminal
How to Generate a Token for your POS
You need to enter a single-use token each time you login to your terminal
How Do I change the Organization Information on the Settings Page of the POS
Update the tax rate, organization name, and other information
How to View Transaction History
A customer made a payment on your POS machine, now where can you find the transaction list on the machine and in Communal
How to Send Receipts through your Point-of-Sale (POS) System
Learn how to send customers receipts when the transaction has just finished as well as at a future date if requested
How to Cancel a Payment on your Point-of-Sale (POS) System
Learn how to cancel a payment on the device before charging the user
How to Process a Refund on your Point-of-Sale (POS) Terminal
This article will walk you through the steps of completing a debit and credit payment on your POS
How to Process a Purchase on your Point-of-Sale (POS) Terminal - User & Admin
This article will take you through the process of setting up a purchase on your POS as an admin as well as what the user will see from their end.
How to Link your Point-of-Sale (POS) Terminal to your Communal Instance
This article will walk you through the steps of connecting your POS to Communal
General Tools & Actions
Notifications Sent Through Communal
Learn about the different notifications that automatically get sent to users or that you can optionally send or enable.
How to Set-Up Summer Camp Registrations on Communal
Easily set-up your summer camp registrations through Communal, capturing waivers, payments, and all necessary information!
Can I Create a Promotion Code?
I want to give my customers a discount, is that possible?
How to Download a Form
Learn how to download a form you created
Why Can't I See a Form I Just Made?
Having trouble locating your form for your program, booking, public or registration form? This is the article for you!
Creating Custom Forms and Surveys
Learn how to gather crucial information from your customers.
Adding Waivers to Programs, Memberships, and Volunteering Opportunities
Ensure your users are agreeing to your terms by including a waiver in your registration processes.
How to Manually Create an Invoice
Step-by-Step Guide to Manually Creating and Sending Invoices
How to Create a Payment Plan for an Invoice
Checkout this super hand feature and let AI do all the work!
How to Manually Charge Someone’s Credit Card
Step-by-Step Guide to Manually Charging for Registrations or Memberships
Users & Admin Accounts
User Roles & Permissions
Learn about the various user roles Communal offers
Creating Admin Accounts
Create an unlimited number of accounts with manager permissions
How to Manually Create a New User
Add users to your membership base as an admin
How to Create an Account Without an Email
Creating accounts when no email was provided
Memberships
Memberships
How to get started with Memberships.
Memberships Overview
Create a membership to collect an annual organizational fee, or associate it to a specific activity.
How to Retrieve a List of Active/Inactive Members
Easily identify which members are currently active or inactive
How to Set-Up a Pickleball Membership
Learn how to set up a pickleball membership and how to associate it with your pickleball courts
How to Move a Membership
A step-by-step guide to moving a member between membership types
Assigning a Membership Manually
Adding a membership to an account when someone pays offline.
Cancelling a User's Membership
How to remove a membership from an account.
Digital Member Cards
This article will outline digital membership cards and how you can create them.
Resending a Digital Membership Card
Learn how to send another copy of a membership card
Updating the Overall Membership Expiration Year
Learn how to change the membership expiration date for membership sales.
Donations
How to Set Up Tax Receipts
Enabling Automatic Tax Receipts for Donations
How to Set Up Tags
How to Set Up Donation Tags: Organize and Track Contributions in Your Communal Dashboard
How to Create a Fundraiser
Step-by-Step Guide: Create a Dedicated Fundraiser for Your Community
How to Manually Input a New Donation
A complete guide to taking a donation manually or inputting donation information
Programs & Events
How Add a User to a Payment Plan
If you have created a program that is on a payment plan you can manually add people if needed
How to Set Registration Caps for an Entire Program or Event
Limiting the amount of spots for an entire program or event can help ease the pain of constantly changing the registration opportunity signup limits.
Setting Up Recurring Payments for Programs and Events
Learn how our recurring payments (payment plans) feature works
Programs & Events Overview
Everything you need to know about Communal's programs & events.
Creating a Program/Event
Learn how to build a program/event to capture online registrations
Adding a Manual Program Signup
Adding a user to a program when they pay offline.
Custom Program & Event Registration Questions
Learn how to gather crucial information during the program/event registration process.
Advanced Settings & Configurations
Everything you need to know about Communal's additional configurations for programs/events
Building a Private Program
Learn how create programs that are hidden from non-members.
Creating a Publicly Viewable Members-only Program
Learn how create programs that are visible to the public but require a membership to purchase.
Facility Rentals
How to Set-Up Pickleball Courts
Learn how to set-up pickleball courts that are only able to be rented by those with a membership
How to Edit Facility Availabilities
Edit your availabilities depending on the day, the week, the month, or the season.
Facility Bookings Overview
Learn how to create and manage all your facilities online.
Adding a Bookable Entity or Facility
Learn how to create online calendars for your bookable entities.
Asking Renters Custom Questions
Learn how to gather crucial information while renters create bookings.
Creating Bookings in the Calendar
Learn how to manually add a booking to your calendar.
Creating Monthly Invoices From Bookings
Instantly create invoices from the bookings in your calendar.
Bookings & Facility Rentals
A brief outline on how to get started with Facility Rentals.
Cancelling or Voiding an Invoice
How to void an invoice so it can no longer be paid.
Setting when an Entity is Open & the Hourly Rates
Learn how to create the availabilities for each bookable entity.
Volunteering
Creating a Volunteer Opportunity
Learn how to attract volunteers through volunteer opportunities.
Capturing Volunteering Areas of Interest
Learn how to increase volunteerism by capturing interest as members buy their membership
Viewing Volunteer Signups
How to view who has signed up for each shift on a volunteer opportunity.
Emailing Volunteers
Learn how to send an email to the people that have registered for your opportunity.
Reporting & Finance
Reviewing Transactions in a Bank Deposit
Where to access a breakdown of the transactions within a bank deposit
Refunding and Canceling Transactions
Learn how to issue a refund through Communal.
Exporting Transactions to your Accounting Software
Learn how to export the transactions from your Communal account and import them into your accounting software.
Sync your Database to QuickBooks Online
Connect Communal to your QuickBooks to import transactions
How to Update your Banking information
Update your banking information so that you can pay and be paid!
Can I Access my Stripe Account?
Is it possible to access my Stripe account?
Reporting on Membership Numbers
How to pull a report outlining your membership data.
Updating the Payout Schedule
Learn how to change how often Communal will deposit funds into your bank account.
Comparing Membership Numbers by Year or Month
How to review historical trends in membership numbers